Discover and read the best of Twitter Threads about #NUM

Most recents (3)

Immense interims from #NCYT. Notable points:

- Revenue increase YoY of 900%, to €72.4m

- 91% of revenue (~€66m) generated in Q2

- PAT margin of 56% (€40.2m). An extraordinary margin

- Inventory of €15.6m, trade receivables of €28.5m

- €8.3m debt paid off in period

1/3
- Mgmt has specifically stated its intention to pursue M&A activities (hence Numis #NUM as new broker)

- Multiple new products recently launched, with more in development

All in all, in my view mgmt is DRASTICALLY under-promising on its full year guidance of "revenue to...

2/3
...exceed €150m and EBITDA to exceed €100m".

One would expect Q3 revenue to exceed Q2's of €66m; and Q4 to exceed Q3, given the increasing demand for #COVID19 testing, as well #NCYT's growing range of diagnostics.

Expecting a major re-rating now, supercharged by M&A.

3/3
Read 3 tweets
A thread. (1/10)
#LabourPensions (pp75/6 of the #LabourManifesto )
Under the Tories, 400,000 pensioners have been pushed into poverty and a generation of women born in the 1950s have had their pension age changed without fair notification.
#WASPI #50sWomen
This betrayal left millions of women with no time to make alternative plans – with many devastating personal consequences. Labour recognises this injustice, and will work with these women to design systems of recompense for the losses and insecurity they have suffered.
(2/10)
#Labour in Government will ensure that such an injustice can never happen again by legislating to prevent accrued rights to the state pension from being changed. (3/10)
Read 13 tweets

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