The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Pedro,
I'm relaxed about this:
I re-evaluate my decisions when new news is released. This RNS announcement so close to the delayed CV/CE result is I think, confirmation all is good or an explanation that it isn't. I don't think the date is meaningless, I think its absolutely key.
Imo, If the test has been delayed or worse the SP will I think at least halve. If it's good news it could well double. So right now what I though was being de-risked, based on the mologic tie-up, is back in the air because I thought back in late feb we would have a test by now. But its late, again. I'm not interested in the flaming I will now get, but the track record is 100% of delays. and that is a factor in my decision making.
But its all down to the individual, we all make our own choices. I'm not bleating about it and its of no interest or effect to any of you what I do or don't do.
I just post my take on new news, like everybody else.
It gives the traders a 7 day window in which to trade, if they gamble the CV wont be done until the meeting.
GLA
The simpleton doesn’t get it. Counting the days....
You seem to have changed your tune again Wyn.
This being a binary play was your original angle but you changed to it being derisked with the other strings to its bow. Now it is back to being a binary play.
So, do you feel inconsistent, well do ya?
Another day of goldfish standard discussions. The memory capabilities on here are unbelievable. The presentation is entirely independent of any progress elsewhere. Time and time and time again presentations have come and gone. It means absolutely nothing. They’re not going to pause CV because PresAl has a PPT open on his laptop. Similarly results aren’t going to magically appear because he’s giving a results presentation. Today is the same as yesterday. You either want to wait for results or you want to wait for results but also want to continually moan and whinge while you do it as you’re a child that can’t control your emotions and you think that by doing so and therefore being able to say I told you so will make you feel better even though financially you would end up in the same position as just patiently waiting and despite moaning continually about how everything is going to go wrong you’re not going to sell despite posting deadlines and talking about quarters as your fomo is the biggest fear you have
This, as always with AVCT this can be read 2 ways.
The positive is that it will follow the RNS saying the test is released yada yada ya.....(Happy, happy days)
The other one, given its over a week away is an update as to why there has been a delay.
So now there is yet again, added fuel to the 2 way pull. FOMO for option 1 and "get out now" in case of option 2.
This looks to me, to be a binary choice. everything else for the next 9 days won't count, so save the talk of value in everything else AVCT do, right now that's not the game in town.
So, do you feel lucky, well do ya?
"They have to RNS the upcoming investor presentation regardless of other news in the pipeline. For all we know we could have the s/s results by this time tomorrow." Spot on - or even within the hour.
Nothing to suggest 'more' delays. They have to RNS the upcoming investor presentation regardless of other news in the pipeline. For all we know we could have the s/s results by this time tomorrow.
It is usually a good thing to have diversity of thought but you seem to have an unhealthy distaste for this share. I will give you the benefit of the doubt here though and provide you with this, which I feel sums up any perceived delays nicely:
https://www.youtube.com/watch?v=wxmXQyVaNTU&t=795s&ab_channel=**********
Of course he can't slinkey.
Yep just more delays
Not great RNS explains the drop
GLALTH