Definitely in but @CashCow keep away with your hooves of doom 
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Iām hurt - mainly by my own investment choices but also by the wholly justified reputation Iām getting on here.
You people are mean. I should start a GoFund me.
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And youād somehow still end up owing money
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Maybe ask to change your name? Call yourself something like āMoney Pitā or āSpendthriftā. Then the irony gods wont keep leaving you in the red. 
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Interesting tidbit I found, Ginkgo use ONTs sequencers. I found no mention of Pacific Biosciences providing them machines so that speakers volumes to me. Also seems like a good pick/shovels way to play Gingko and synthetic biology without having to pay their $15b valuation and deal with their strange business model.
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News relating to the recent increase:
[ONT] increased guidance for the core Life Science Research Tools (LSRT) unit after strong growth.
The company now expects constant currency growth between 60 per cent and 70 per cent at the unit in 2021. This is a considerable increase from its previous expectation of growth between 30 per cent and 40 per cent.
Drivers of growth included continued demand for the groupās products for sequencing the SARS-CoV-2 virus.
The firm also experienced increased demand for products āfor large-scale human genomics programmes and the addition of new customers across other areas of genomics research.ā
The fresh guidance excludes expansion plans and it does not cover any activities in a large-scale human genomics programme in the UAE.
Oxford Nanopore said it āremains in discussions with the UAE customer at this time and anticipates that a new contract, if any, would result in revenues primarily after 2021.ā
The LSRT unit delivered revenue of Ā£65.5m in FY20.
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ARK piece on Gingko had some interesting things to say on ONT, suggesting they will stay a long-term customer.
Ginkgoās sequencing cluster makes extensive use of long-read sequencing (LRS) technologies from both Pacific Biosciences (PACB) and Oxford Nanopore (ONT.L). Why?
The vast majority of sequence data in open-source repositories was generated using Illumina (ILMN) short-read sequencing (SRS). However, many microbial genomes ( e.g., bacteria) are highly repetitive and are composed of numerous tandem repeat elements ā these are notoriously difficult to analyze with SRS technology. By incorporating both flavors of LRS, Ginkgo can generate higher quality, more complete genome assemblies spanning many of the hardest-to-sequence organisms.
LRS platforms are tremendous at analyzing RNA isoforms, going far beyond what SRS-derived gene expression data can yield. Extending this, we think Oxford Nanoporeās technology is great at capturing native epigenetic information, assembling bacterial genomes, and linking the behavior of regulatory elements such as distal enhancers and promoters. Meanwhile, PacBioās accuracy can be leveraged to faithfully reconstruct diploid ( e.g., mammalian) genomes, assess viral vectors, capture ultra-low-frequency mutations, and sequence through complex alleles.
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Some analyst price targets that were released on Wednesday AM:
- JP Morgan - 725p
- RBC Capital Markets - 800p
- Barclays - 700p
- Berenberg 662p
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Well itās been an exciting first month for this stock, watching it the first few days was interesting as it was such a thinly traded stock that it had massive spreads and massive swings, but things seem to have settled down somewhat. Hopeful for this one for the long term.
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Whatās up with Nanopore share price?
Long term forecast good?
As to whatās up with the price thatās just what the market thinks it is worth currently. All the broker updates are positive as was the last trading up date, maybe the good news was already baked in to the price but I have upped my position at what I feel is an attractive buy point.
It got boosted yesterday from Illuminaās announcement that its moving more into long-read sequencing. I donāt really see that as positive, because that is more competition from the biggest, baddest person in the room. Other than that its been punished like many speculative stocks since rates have risen, its actually held up relatively better than Pac Bio to the extent its now at a higher multiple (maybe shows confidence in ONT?), hereās how they line up in my google sheet I keep an eye on from time to time:
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I have no idea, probably just being crushed along with all other biotech like CSPR, MRNA at present? Share price moves donāt always make a lot of sense in the short term.
I read this interesting story the other day though featuring their technology used to do clinically very useful whole genome sequencing in a few hours.
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Finals are due tomorrow (Tuesday 22nd)
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Iām 34% down on this, really hoped it would do well as it was flying when I bought it in Nov last year.
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Iām down 21% at the moment. Iām hanging in there as itās a very small holding and speculative but still interesting.
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Market didnāt seem to like the large loss due to IPO costs and EBITDA breakeven by 2026 vs expected 2025 but revenue guidance beat and theyāre upholding their very aggressive gross margin guidance. A look at my tracker shows itās trading at the same trailing sales multiple as PACB but still trading at higher forward multiples, which is interesting as PACB has higher growth. Investors must be very confident and skeptical of ONT and PACB hitting targets respectively.
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Dang Emmie youāre rich 
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Haha wishing I never bought this one now, along with Oxford Biomed, completely ruining my portfolio with their big red minus price tags! I invested too heavily in the whole Covid thing and didnāt have long enough to see much of a return.
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