The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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David seems happy with the Meta announcement quite a long post on LinkedIn
https://www.linkedin.com/feed/update/activity:7188482299879936000?trk=feed-detail_main-feed-card_social-actions-comments
Well no one can say Dave and Sandra aren't fully aligned with the interests of this business... nice that they are buying more despite such a big holding already.
This must be good news for Engage from Meta
“We’re opening up the operating system powering our Meta Quest devices to third-party hardware makers, giving more choice to consumers and a larger ecosystem for developers to build for”
Good to see Lenovo interested
https://www.meta.com/en-gb/blog/quest/meta-horizon-os-open-hardware-ecosystem-asus-republic-gamers-lenovo-xbox/
Also in Sky News today
https://news.sky.com/story/schools-wont-use-meta-quest-vr-unless-teachers-have-complete-visibility-and-control-says-nick-clegg-13115912
Interesting article from Meta today as mentioned by David Whelan in the investor meet.
https://about.fb.com/news/2024/04/new-education-product-for-quest-devices/amp/
Also of note is most if not all the colleges mentioned are using the Engage platform currently.
Obviously great potential for Engage but the current market cap is making it very frustrating to hold. When will we see the share price increase. In 2023 they said they would increase PR to address the market cap question and the same answer was given today. There are companies out there with higher market caps and little or no revenues so why isn't Engage moving upward.
All very much as expected however the £5m pipeline of orders for 2024 is encouraging.
Yep. Pleased with this in my SIPP. Q1 2024 revenue is over half of 2023 so very good start
Some soft signs of optimism. Let us see if revenue momentum from Q1 has continued, if conversations with Meta and other platforms materialise into any transformative financial deals and it imminent BOD appointments do open up the US educational space even more.
Not expecting fireworks for last year. I'm most interested in anynhints for lenovo partnership or anything else for this year.
This is well worth a watch will be a huge asset for the educational customers of Engage
https://www.linkedin.com/feed/update/urn:li:activity:7178374874573242371
This is a great addition to the Engage platform added today.
Should go down very well with the Education side of the business.
https://engagevr.io/school-of-ai/
Now the beginning of the bounce back! Way way oversold and some! Finishing blue and let’s see what tomorrow brings! IMHO DYOR
Topped up some more an absolute steal right now how long before people notice that this is so oversold and so very undervalued and it goes back up in a blink! Buy when it’s quiet before next 7 figure contract comes in! 2024 is going to be an excellent year here by all accounts! Anyone feel free to join in the conversation lol! IMHO DYOR
Mad isn’t it that this is so low but time to buy is when it’s quiet and stock up as next news lands it’ll be impossible to get anything like last time. Patience pays here! Excellent company and huge growth sector should make some significant gains in 2024! Those in this sector who are in the know already know this and sitting quietly ready and waiting! IMHO DYOR
We got to 2.90 paid today (3.80 last week) patience KS patience it doesn’t detract from the undervalued nature of our tech! Gaining a bit more attention day by day as we are still very much set under investors radar! IMHO DYOR
Well, didn't take too long for this headline to look silly!
Clear indication from the spread that MM have little availability now to fill the buy orders on open. Nice 350k buy @ 2.79 took out all their float hence the again silly spread and fake pullback! IMHO DYOR
Bearded look at the trades at 2.50 they were for a few pounds at most lol. 2.80 paid again just now and into NT for anything even remotely decent sized on buy side. I think I’ll take out some funds from another of my stocks and buy more!Looks to me like market makers are struggling with the tiny free float. This will start to build up now! IMHO DYOR
Solid update from a company that operates in a growing market. One for the SIPP...
BD it’s 2.83 currently to buy tiny amounts that’s all that’s available and NT on anything else with 2.90 on ask! I’d argue that as the pullback was crazy to extent SP ended up lower than when 7 fig contract announced and what it’s been for last few months, that even without this very robust uodate, we would be seeing a big bounce back into late 3’s! IMHO DYOR
I bought at 2.47p on Friday and was hoping for a big positive move this morning. Hope you are proved right in your optimism but the early trades are rather disappointing. Maybe we are looking at different data. I can see sells at 2.50 soon after opening.
Nonsense it’s NT to buy with 2.90 on the ask! Perhaps it was only you who sold too soon BD lol! Pressure on the buy side is strong and with a tiny available free float we should be sailing say last 3 we are only 24 minutes in and 6% up! IMHO DYOR
Sadly the market reaction appears pathetic as usual. Many folk have been selling at 2.5p this morning despite the RNS.
It was inevitable even without this very good update as it was heavily oversold! A few market pundits also pointed this out! MM have very little and demand will push this higher and higher now! The significance of the new 7 figure contract is not even reflecting in the share price as the pullback went far too deep it was silly and greedy of them! IMHO DYOR