The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Regarding the Dundee site, as I remember it he said it was not cost or time effective to involve another site when the same could now be achieved with the Alva site. Possibly a bit of poetic licence there but I think that was the jist
Yes that was my question regarding Dundee. A very astute commercial response although perhaps not as clear as it could have been. Basically he looked at a new site vs further expansion at Alva and worked out it was more cost effective, quicker and enabled better control if he expanded Alva. This is the kind of transparency we crave. Expects to complete plans on the next week or so and order the kit.
I thought he said they considered the site but didn't proceed as it would have required a new management team to run it and instead reorganised the current buildings which would only require scientists and middle-level staff.
I believe he mentioned using a facility in Dundee for expansion using personnel from Alva to do double duty, saving on costs. Only scientists and semi skilled staff would need to be added.
I don’t remember anything being mentioned in the presentation about further expansion of facilities.
I would have thought that ELISA gets parked whilst we meet the huge demand for antigen and antibody.
Clearly the ELISA test is competitive and we can instead focus on the LFTs, that’s what I would have liked to see, but that being said it could be harder than we know - it’s easy to criticise being sat in the comfort of our own homes, but I’ll finish off and say that our tests are the future.
You could hear it in CK’s voice, he could barely get his words out, he’s that excited!
Surprisingly good and open from CK. Maybe he is learning how to be more instructive to the market and growing into a listed company CEO role. Notwithstanding we are 25% down on a couple of days ago, the future is looking quite promising, just 3 months rather than 3 weeks. Hold for gold.
Super presentation, detail, tech commercials, outlook etc etc. All upbeat !!!!
Today was a rape & pillage day & the MM's milked it. As for the Asylum inmates that have rocked up well.......................
Yeah agree was a cracking presentation. Several credible revenue streams, with high margins. Omega are in a fantastic position. Our risk is being managed very well and there is significant upside for new investors.
Great presentation
Tomorrow morning could be very interesting!
Can't fault Colin. Steady and sure. I strongly suspect he will not be wasting shareholders money.
Many companies worldwide will like dealing with this type of person rather than the 'all bluster and bull' approach of some.
Short and medium term looking to add good investor value (and by then, long term will be sorted.
Regardless of the share price beating we have taken I will be holding (same goes for NCYT and SCLP)
This company is on the right track and have been victims of delays outwith their control. Overall a great presentation I thought.