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Thole 26 februari 2022 08:51

We didn't hear anything from Flatlander, very strange. Hope he's doing well.

DeZwarteRidder 26 februari 2022 08:52

quote:
Thole schreef op 26 februari 2022 08:51:
We didn't hear anything from Flatlander, very strange. Hope he's doing well.

He sold and gave up.

Thole 26 februari 2022 10:15

quote:
DeZwarteRidder schreef op 26 februari 2022 08:52:
[...]

He sold and gave up.

Maybe, maybe not. We will hear it from him.

Flatlander 26 februari 2022 16:50

I'm still around. It has been a rough week. My heritage is half Ukrainian. While I do not speak the language I feel that their plight is the only thing that matters in the world right now.

My BCART position is about half of what it was at the peak and it has never been more than a couple percent of my overall holdings. I find it especially disappointing that for the 2nd time in 3 years that Verrelst has announced another restructuring of the U.S. operations. Verrelst has gotten way ahead of himself be overextending the personnel in the U.S. before securing IVD 510K registrations for any oncology assays. As I have said on numerous occasions, the RUO market is less than 10% of the total MDx market in the U.S. There is a reason that sales growth is strongest in the EU and the ROW since that is where assays have been approved for IVD use. Spending a disproportionately in the U.S. ahead of such approvals is a major problem given the current cash position. I find that this scenario offers a silver lining. If registration approvals allow the sales growth rate to push into 60% range, then there is hope that this is a surmountable problem if BCART can survive independently for the next couple years.

The PR indicates that much of the cost associated with ML3 has been incurred, yet the registrations will not be received until late 2023. So there will not be a return on that investment more several years. Again this might be seen as a misallocation of limited resources. I'll give them a pass on this one since it sounds like the Chinese changed the requirements in midcourse. BCART needs to determine whether the Chinese are throwing up roadblocks to protect entrenched competitors.

I agree with OzDx's comment about this being an industry where it is tough to gain traction but once entrenched there can be a decades long trajectory of 20+ growth, ala the Cepheid example. I no longer support the notion that every dip is an opportunity to pick up more shares. Quite simply, BCART needs to demonstrate the path to profitability and needs to show they will secure funds maintain continuing operations.

You'll have to excuse the limited number of posts. The world is being threatened by a madman and BCART is much further down the list of concerns at the moment.

FL

ElTorro 28 februari 2022 09:16

FL, all the best for you and your family, and hopefully there soon will come an end to this madness.

Flatlander 28 februari 2022 14:53

El Torro

I have never even met my 2nd and 3rd cousins in the Ukraine, yet like most of the world I feel their plight deeply. As I write this, kharkiv is under a massive assault. Many civilians are being killed. This is likely a ploy by the Russians to keep the pressure up going into the negotiations. I believe the Ukrainians will offer a promise not to join NATO, so that Putin can save face and claim a victory. However the world knows that what he really wanted was to install a puppet government, so Ukraine not joining NATO would not be a victory for Russia,

Putin is weakened by this and hopefully it stirs action to replace him. The war was ill conceived. The captured Russian soldiers cannot even put into words the reason why they are in the Ukraine fighting. Contrast that with Ukrainians fighting for their homeland. No one will ever hold it against the Ukrainians if they renege on any peace condition agreements in the distant future. How many times in the past has Putin lied.

FL

ElTorro 28 februari 2022 22:52

FL,

These events have really shook up Europe in a way we never could have expected.
At this moment already 500.000 women and children have entered the EU for shelter and more to come. There's a massive solidarity among the European population for the people of Ukraine.

He miscalculated that he could conquer Kiev with a blitz offensive and install a puppet regime quickly. But the resistance is very tough and in the whole country Ukrainian men are picking up arms and are mobilizing to fight with the armed forces. I'm afraid this could go on for some time, with the biggest victims: the citizens of a country that just wanted to be a part of Europe.

Flatlander 1 maart 2022 15:13

Ukraine's history has been one chapter after the next of abuse at the hands of the Russians despite Putin referring to the Ukraine as their Slavic brothers. The Ukrainians are a tough people. The Stalin induced starvation or Holodomor killed an estimated 3.5 million in 1932 and 1933 and now this blatant attack. Even if the Ukrainian military fails and ceases to fight as a unit, Putin will have a gorilla war that will kill many occupiers for as long as they remain. My fear is that Putin cannot accept his overreach. His soldiers do not want to conduct building to building warfare so I fear that he will turn this into an Aleppo Syria by indiscriminately bombing civilian areas.

The Western response has been strong but the threat of a nuclear war with a madman is weighing on all of us. I'm hopeful that the ban on all semiconductor sales to Russia gains support. Unfortunately, this would likely require China's assistance. Russians should live in the stone age as retribution for their naked aggression.

If there is a positive side of all of this, is that politicians and news media in the U.S. that have supported or provided cover for Putin are being called out and isolated.

FL

voda 2 maart 2022 09:36

Advies van Bryan Garnier over Biocartis
Beurshuis Bryan Garnier
Aandeel Biocartis Group
Datum 02 maart 2022
Advies Neutraal
Koersdoel 2,50 EUR

Detail advies
(Trivano.com) - Op 2 maart 2022 brengen de analisten van Bryan Garnier het beleggingsadvies "neutraal" uit voor Biocartis Group (BCART; ISIN: BE0974281132).

Het koersdoel wordt door de analisten vastgelegd op 2,50 EUR.

Op 24 februari 2022 publiceerde Biocartis Group zijn jaarresultaten.

Grijze 2 maart 2022 10:48

Gazet van Antwerpen zaterdag 26 februari.

epaper.gva.be/data/2225/reader/reader...

Grijze 2 maart 2022 11:35

Link werkt blijkbaar niet, hier de tekst.

Beurstips Kopen
Biocartis, een Mechels bedrijf dat onderzoek doet naar de verwekkers van kanker en er daardoor voor kan zorgen dat de patiënt een betere behandeling krijgt, zag zijn inkomsten vorig jaar fors stijgen. Ook de winstmarges gaan naar omhoog. De beleggingsspecialisten van KBC Securuties wijzen onder meer op de stijging van de gemiddelde verkoopsprijzen, die extra winst met zich meebrengt. KBC raad je aan om aandelen van Biocartis te kopen. Een aandeel kost 2,5 euro.

Einde tekst uit gazet van Antwerpen.
Ondertussen koers op 2,28 euro
Zo zie je maar, met analisten kun ge alle kanten uit.

Pariss 2 maart 2022 12:10

KBC Securities geeft een koersdoel van 7€ voor Biocartis op lange termijn ,maar daar heb ik mijn twijfels over ,aangezien KBC de huisbankier is van biocartis.

Gemberthee 2 maart 2022 14:07

Ik vermoed dat Biocartis zal wegzakken onder de 2 EUR.
Rond 1.5 EUR durf ik opnieuw instappen.

Flatlander 2 maart 2022 14:27

Wright's Law

Verrelst emphasized that this year will be important as BCART scales up production to reduce costs. In my mind, this was precisely the right note to hit. A few months ago, I started a thread here about Cathy Wood's discussion of Ark looking for companies that had completed the innovation phase and were entering the scaling phase. She talked about applying Wright's Law to these companies. She mentioned that for robotics and health care companies she estimates that for each doubling in product output the fixed cost of production are reduced by approximately 25 to 30%. I was looking for evidence of Wright's Law occurring when the fire struck. I maintain that BCART should be bought when and if they show that the scaling is paving the way to profitability.

FL

Flatlander 2 maart 2022 15:08

www.forbes.com/sites/arielcohen/2022/...

If the west can curtail the flow of semiconductors from Taiwan and Singapore the Russian military machine will grind to a halt. It won't be instantaneous but it will be effective over the long run,

FL

ffff 2 maart 2022 15:17

Inside information:

Diverse hooggeschoolde externe medewerkers bij Biocartis hebben hun ontslag gekregen, met de bekende , te verwachten uitleg van de baas. Ze mogen tot 31 maart daar blijven werken en dan is het over en uit.

For Flatlander: Some high qualified team-members are dismissed per 31 March 2022.

Peter

voda 2 maart 2022 15:19

Welkom terug Peter. Nu Josti5 (John) nog.

Gemberthee 2 maart 2022 15:51

quote:
ffff schreef op 2 maart 2022 15:17:
Inside information:

Diverse hooggeschoolde externe medewerkers bij Biocartis hebben hun ontslag gekregen, met de bekende , te verwachten uitleg van de baas. Ze mogen tot 31 maart daar blijven werken en dan is het over en uit.

For Flatlander: Some high qualified team-members are dismissed per 31 March 2022.

Peter

Inderdaad, ook enkele kennissen van mij die daar als freelancer werken, mogen binnenkort opkrassen.

Joshua Andrade

Wilfro 2 maart 2022 17:12

quote:
ffff schreef op 2 maart 2022 15:17:
Inside information:

Diverse hooggeschoolde externe medewerkers bij Biocartis hebben hun ontslag gekregen, met de bekende , te verwachten uitleg van de baas. Ze mogen tot 31 maart daar blijven werken en dan is het over en uit.

For Flatlander: Some high qualified team-members are dismissed per 31 March 2022.

Peter

En welke uitleg is dat dan?

CGCDLR 2 maart 2022 19:40

Uitleg?Ze voldoen niet?Na de brand vorige zomer extra aanwervingen om productie achterstand in te halen?Ze veranderen van Startup naar een bedrijf die de productie wil opdrijven, waarschijnlijk hebben ze andere profielen nodig?De persoon die de FDA approvals of CE goedkeuringen klasseert zit er ook werkloos bij?De persoon die het geld in kas telt is ook elke dag sneller klaar?....De huidige situatie laat niet toe dat er overbodig personeel betaald moet worden.Misschien rekken ze het hierdoor nog enkele maanden langer.

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