The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Not if you bought at sub .06 last year.
What an odd time to be selling…
Why 12th April, I thought it was Sept 2024?
Think these will move on up after the 12th april when most of the warrants have been exercised
I bought some. I had to set up an AJ Bell ISA to do it because Halifax/Lloyds (my existing ISA) doesn't allow you to buy AQSE stocks. As you say the prospects look excellent.
Surprised that PIs aren't piling in here! Clearly, great news travels even more slowly than good news. DOH!
Htxxps://www.incanthera.com/media/137571/Incanthera-25-March-2024.pdf
If this product is clearly selling, then surely it’s a question of when, not if, this is taken over?
Identified this on 30th Jan, some profit taking from others post December update but this would be 30p very quickly now.
All imho and DYOR but look at that guidance
Great news! Just wait till this rolls out into the Asian markets this will really take off!
Wow this is really impressive, to double the order before the first unit has been delivered shows the confidence in the product that Watsons must have.
This SP should be over 100p by year end.
He says ‘regular dividends’ expected . Watsons no exclusivity, contacts in US.
DYOR
Https://m.youtube.com/watch?v=c9dHuFVyDSo&pp=ygUOSW5jYW50aGVyYSBwbGM%3D
Risks would be inflation, getting any manufacturing supplies risks of houthis etc. but the revenue is in and costs seems fixed. He’s said ‘multimillion revenues’. A market cap of £12m…bargain
I think once this gets into their Asian network it will be huge. Asians (me being one) are very wary about skin health and protection. They’re quite anti-tanning a lot of them too.
They’ll spend if the marketing is right.
Margins unknown at the moment, but likely to be high. This is being launched as a high end product ... l saw suggestions that the unit price was around £100 !. Once the cosmetics consumer market latches onto the fact that this has been proven to prevent / arrest / reverse certain skin cancers l think this could really take off!
Sliced some of my helium one profits to put in here. Great upside. Do we know the margins they could make in this contract? To get into Watson is simply huge
Another positive and good discussion on the outlook for the company. Timeline to listen about 40 mins into the podcast.
https://audioboom.com/posts/8429600-sunday-roast-featuring-oliver-friesen-ceo-of-golden-metal-resources-and-charles-bray-chairman-o
We have a hidden gem here ... still largely under the radar, and not helped by the fact that it trades on AQUIS.
The next few months should be very exciting ... but the major inflection point will be when Skin+CELL gets taken up by the Medical sector.
A good summary on the Incanthera transaction, 16 minutes into the podcast.
https://audioboom.com/posts/8425855-12-stocks-for-the-12-days-of-christmas-5-gold-rings-special-featuring-first-class-metals-incan
You are missing nothing its everyone else. Started to move this afternoon think all the stale stock from the market makers has been cleared away. This could really motor once more people understand quite how good this order is and the figures involved.
What am I missing here? Stonking great news and the SP can't even manage a 10% rise. Is this the new economics?
Any how, well done Incanthera! Onwards and upwards . . .
My understanding is that the RPI will be about £100
"To meet the initial launch orders for Switzerland and Austria, Incanthera is manufacturing 25,000 units, increasing accordingly as the roll out progresses into Europe and Asia."
It is unclear what the average price per unit is? The market doesn't know how to value this
This is a massive deal which will produce multi million pounds of revenue