The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Perhaps not very clear.... I’m going to sell. Time for more wine, hic.
Ever wish you had sold some a couple of days ago? Hindsight. Unless the next set of results are very upbeat I’m afraid my long standing investment is going to diminish substantially or perhaps completely. It’s now a manufacturing company but not a peep about the vaccine! Thank goodness it’s the weekend...
Didn't think for one minute it would tank like this. Market seems to assume Sanofi was one of our main plays. A statement from the company would be good but I don't expect one as its pr is woeful.
Interestingly the statement says very little financial impact in the next 12 - 24 months. What it doesn't say is the impact after that which would have happened if it was successful.
You can also blame me as I was going to bed and isa this to take advantage of my CGT allowance this tax year and use the last of the isa allowance and then part of next years so there was bound to be a large fall.
Such a frustrating share but we should get some sight of the financials in mis April now which might repair some of this damage and maybe tell us how profitable or not production of the vaccine is.
Still holding.
GLALTH
Over reaction to the Sanofi Rns. Takes very little to drop this share...
Completely baffled by this share - I'd have thought the EU restarting AZ vaccine would be good news and yet here we are on the way back down. What don't I get. I'm still holding Kernowlad
Lots of small trades today. Doesn't usually hang around the 1050 mark for this long. Just maybe wee could an upwards trend, or am I being silly?
Either great minds or fools seldom differ.
In RMM as well but under water as with BZT and ZIOC. Well up on MKA. Not huge amounts in any of them but a decent spread of companies and risk. In a few bios as well which again are mixed. Scancell well up but VAL well down for instance.
Will stop there as this is a OXB board and the regulars might take umbrage at this off piste stuff by me.
hahaha you are in XTR too - I am very long there ! Waiting with baited breath for the assays.
Also in GLR (another Colin Bird one), RMM and SOLG - copper plays.
Cheers
I will look out for it.
I am in quite a few pm explorers with mixed results - GGP and XTR have done well. ROCK hasn't for example. Annoyed with myself for not top slicing on the first 2 when they were considerably higher than they are now. GGP was at 37 at one stage and now at 22 for instance.
One day I will learn
I'll let you know when I press sell on half of my holding here - you can then laugh when it goes up.
RR is a bet on recovery for sure and now is probably the time to go from covid stocks to recovery stocks imho.
Personally I am going more into commodity and copper in particular - early days but hopeful.
It is rare I get it right and just the thought of it has caused the sp to drop so I may hang off for a while and await the May results.
Sold RR last week and of course it has risen since. If I was to top slice I would go into that again. That is not a recommendation btw.
Top slice is my thought too although to be fair that's normally a trigger for the sp to rise further!
Logic seems to have gone out of the window in that the more countries pause the AZ jab the higher this sp goes.
Time to topslice?
GLALTH
1050 will make a speedy return
Creeping up nicely. 1050 will return soon.
1050 seems like a dream now we are back down here. May can't come quick enough to see where this is going. AZ being accepted in more and more countries but unless I have missed it not yet in the USA. If that happens because of the numbers we might see a lift but we are still in the dark as to the terms of the vaccine production and whether OXB is in fact making anything on it at all but doing it at cost.
GLALTH and stay safe
Every time we get near 1050 the single digit trades appear then we're back at a 10r.creeps back to 1050 then same **** again. Dark forces at work
if we were girls we might be wanting to have fun but another unexplained drop back to £10.
Ah well.
My artistic side coming out...
Shatter
Morning
You've gone a bit Cindy Lauper there.
Backtracking French and Germans now think that Astra vaccine is great! A little late perhaps....our European ‘neighbours have shown their true colours as of late”.