The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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You got to think the ban on advertising at certain times can be negative and well as positive. PFD might not be able to advertise but neither can the competition. And with established brands like Mr Kipling that everybody already knows how are new comers gonna make their mark.
Could be to do with the ban on certain advertising. This is quite a serious negative development in my opinion, even though it’s a while away.
I see it as just the start of the government butting it’s nose it about what people should and shouldn’t be eating.
This could cause serious problems for pfd if they don’t quickly diversify into healthier alternatives seeing as most of their profit and revenue is made by the brands that aren’t very good for you.
They’ll find increasing taxes on junk food and the inability to advertise as much will be big drags on growth and margins.
Why did we drop to 104 ? Ive been away, back to 107 but a little surprised at the drop. Expect the 1p drop after divi though.
Well it's going to drop at least the 1p divi isn't it, so we could be down to £1 by then anyway but will normally make that divi back up within the next week or so.
How much difference will it make that we go ex-div on 1st July ?
Did make me laugh, as so many on here will be waiting for the usual drop and then bouce back up for results ! #quarterlywins
So are we going to £1 so many can top up again . Or lower this time.?
I did ask the question to simplywall.st?
just after the after results were announced their valuation dropped from 3. 06 to 2.37......
Their comment back was:
Please note that when the fair value changes, it could be due to revision on analysts' estimates hence affecting consensus data, or could be due to a new financial report released by the company, hence impacted the estimates of future free cash flows.
As previously mentioned by Gelo, we calculate the Fair Value using the Discounted Cash Flow Model. This model focuses on determining the value of the company at present based on the future free cash flow that the company can generate over time (10 years). You can learn more about this through this link https://github.com/SimplyWallSt/Company-Analysis-Model/blob/master/MODEL.markdown#discounted-cash-flows-dcf
final comment:
Upon checking, there was a change in the Consensus Estimate for 2022 a week ago that affected the Fair Value calculation of LSE:PFD, (from 79.20 to 54.80). The latest forecasted free cash flow (based on consensus estimates) of 54.80 is significantly lower than the previous one, hence this leads to a lower fair value. You can also review the calculations done using the "View Data" just below the Share Price vs. Fair Value. Please see the screenshots below
The most interesting part of the analysis is that they conclude that a fair share price for pfd is £2.38
I cant post it but its free to register if you want to.
I have enjoyed your comments and great research regarding PFD, however, all this continued talk on Covid-19 is no longer required. I come back to this page and continue to read investors asking you to stop posting about Covid.
Can you now stop this please.
Kallumama
You and I will never agree on Covid…..so how about we both stop posting about it ?
Presumably someone who wants to collect £70k at the end of July.
I have been trying to make that point for about 2 weeks now.
Kallumama is obsessed with Covid and keeps posting Covid stuff on here. He is a zero Covid merchant and nothing less will do. The rest of us are prepared to live with it, in the same way that we got used to living with the flu.
Hopefully you will have more luck that me in trying to turn this back into a PFD board.
Could someone please point me to the PFD page as I seem to have accidentally found some site discussing Covid.
Thank you!!!
“how soon will the vaccinations kick in to stop growth? Good weather will help... as will school holidays from mid July.
But over *next* few weeks, cases will keep growing.“…..and according to your predictions deaths by then will be around 500 per day.
I await with interest to judge the accuracy of your prediction.
According to the research that Kallumama seems to believe the deaths will be around 500 per day in five weeks time. It will be interesting to see how accurate that prediction proves to be !!
Don't believe everything you read, I think it's more like 30-60 deaths after everything that's being done.
Who bought 7 million shares yesterday?
That clarifies all the 350k trades last wk.
Where do you get ur predictions from. Your constantly shouting out random predictions. Which ain't even supported by techinals.
kall, OK let's be honest I made a wrong call ripely ! but it will come back in a few months. I guess it doesn't help if they extend the june 21st dealine for a few weeks but that's life.
I'll have to make a be more here with PFD when it drops to £1.03 ish.
Back to £1.03, then time for top up.
Uncrossed trades. Check out the UT on the right hand side.