The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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For any reason these shares are toast judging by the amount of selling -- and who would blame investors ? Rather than wait for another 5p and be locked out of your money till the payout happens while running the risk of Tynwald getting involved you'd be wise to take the 2.15p and invest it somewhere else.
undervalued and Goshawk could be the bit they are after
I'm out!
The hidden jewel is Goshawk. My guess is that it's hard of hearing product has done well in its beta test in IoM. Private equity vultures have got in quick before its value is widely seen.See below on this thread. Founder of Goshawk has significant shareholding (25 or 30% from memory). PE guys will push Goshawk like fury and then sell Goshawk to a major telecoms player for a huge capital profit and founder will cash in very well. That's great for him. He has spent many years on this development - so he earns his reward. But it's really galling for the smaller private shareholder - the Board is folding too quickly. All this is surmise of course - could be completely up the wrong tree.
They might need to up the offer to get enough shares for automatic purchase.
I read that this morning -- what was Lamb thinking?
Peel Hunt says offer undervalues the company.
Although this gives me a good profit on my shares I'd rather they turn down the offer it's nowhere near enough money -- where I'm I going to find this type of stock again ? -- I want £3 a share for this to compensate me for losing such a nice dividend payer. GRRRrrrr!
agree it seems light....I bought in quite recently so made a good profit but feel cheesed off.....maybe someone else will throw a spanner in the works, hope so.
Excellent post i share your thoughts entirely.
For what its worth I will also vote against.
The offer will no doubt go through but I will vote against it for sure.
Price 3 years ago was £2.20 (and has been £1.95 this year) - meanwhile it's chugged along - now it's shown signs of coming to life and growth prospects - hey presto a bid vehicle arrives!
Whilst we have had decent dividends along the way - the respect for small shareholders is once again ignored.
Bid should be £2.50 at least....I will have to find another supposed dependable decent dividender!
Yes, but not particularly reflected in share price where there has been long term decline. I tend to think that new developments are likely to come from the mobile phone manufacturing companies looking for a competitive edge who are desperate to integrate new features and who also have the funds for development. There may still however be room to successfully market a niche application and I wish them well.
I would imagine it would be licensed out with some kind of fee per year maybe depending on usage.
We will have to see.
It won't be free though, maybe customer's will pay for this kind of thing also.
If it means they can use a phone it must be worth something to them.
Seems that the Goshawk product to improve mobile usage for the hard of hearing might be significant. Its being heavily promoted in beta test on IoM and supposed to be rolled out with partners in UK generally in mid 2019.
I cant see any indication of how this is supposed to be monetised, although Manx Telecom clearly expect it to be significant. Anyone have any fuller understanding?
The market may still be spooked by Standard Life's sale of 2% of the company. As far as I can see, nothing has really changed with the company itself and the shares are excellent value at the price. But I've been saying that all the way down from 175, so the advice comes with a health warning.
Seems like the CEO reduced his holding at the right time, another long-time low reached yesterday. Any thoughts on what is going on here?
I wonder if Goshawk/MT clear is the reason for the interest
May be that volume bought is presently around 4 times volume sold, although I often see prices going the opposite way to what market forces might suggest!
but very surprised to see this moving north ex divi
Steady as she goes
Good article in The Times today. Should generate some buying next week i suspect.
I notice milton picked up 5% in yesterday's rns,that’s a decent sized buy.
Solid results and increasing dividend trend -- put my money where my mouth is and bought a load more yesterday.
Not bad ,pretty solid.
Notice no indication on LSE for RNS today.
There are two.
One for goshawk and a BT contract.
Different market cap though.