The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Leo Toole and whoever else is supposed to be in charge here need to sharpen their pencils. I feel for those that bought the IPO @10p. As I’ve said, new investors should have expected something as a reward for the risk they took investing at 10p. I will sit back and watch how this develops over the coming 6 months.
I think this tanking with the mothership in all honesty although no news or stimulus for the SP to go up so again likely to drift down from that. Progress must be shown both here and in Orph as a matter of urgency over the next 3 months! I'm keeping the faith but as many have said it's a tough gig at the moment.
well done to all those loyal investors who bought the IPO @10p
re. Steveo, oh dear I didn't think the rush for the exit would begin until after they unlocked the doors!!!!!!! 3p by Christmas???
JB, I think Leo Toole needs to kiss that Blarney Stone again, as his last interview hasn’t had a very positive effect?
If you search Poolbeg Pharma on YouTube it is full of investor presentations but unfortunately they are all the same Spiel. We await the USA patent to be granted and we should have a couple of more products this side of Christmas. 3rd quarter next year will tell slot.
We've literally had no news of any significance since the IPO.
Just CF doing his usual X times routine.
We were promised a barrage of PR before XMAS,I'll be waiting with baited breath but I fear the emperor wears no clothes in equity terms
We are slipping away here for no reason. These MM like to take away and are very reluctant to give back. All on target here and they have done what they said they would do far. It is not as if we have had bad news.
Wondolergoal.I've always said when moniman and the likes turn negative on CF then it's probably close to a bottom.
That's your capitulation moment!
I filtered the fool months ago.
Morning Moni, I certainly take your point and I don't disagree. I would expect (and hope!) That part of the reason for a 9 month lock up is that management knew it would take a fair bit of time to get their ducks in line here and didn't want people giving up on it with little/no news. I'm hoping those ducks are starting to come into line now and as a minimum they'll be able to report some solid progress even if contracts not formally sealed by the end of the lockup. If they don't then as you say I'd worry about a sell off.
Steveo, If Leo Toole is to be believed, then hopefully something will be provided to Shareholders to give the SP a lift in the coming months. As I said, the early investors should get rewarded with a risk/reward premium in the early days, but this is still to happen, otherwise what's the point of piling in at the IPO@10p if others can climb onto the bandwagon for less than the IPO six months after it was launched? CF and his team should know this by now!
Thanks Moniman, interesting to hear opinions on this. I find myself split between yourself and Wondergoals to a degree. I would agree that if there isn't much news flow before the end of the lock up period then the price will probably crash however I'm sure that Cathal and Jeremy are well aware of that too and will be working very hard to at least make sure there are clear signs of progress even if there aren't contracts signed and sealed by that point.
I like the concept of Poolbeg but it does seem to me that it will take some time to set up, I just hope that the 9 month window is enough time to be in a place where investors can be convinced that their money is best left in this for the longer term.
Well if you are right Wondergoals (which I'm doubtful) I would be more than happy with such an outcome. Oh and by the way, why haven't you included; SeenRight84 and Jim Beann to your list of scaremongers?
moniman - I think you are the scaremonger you're talking about. I strongly believe that before the lock-in period finishes there will be several deals in place and a very interesting and important portfolio emerging. People will be wanting to get in, not get out and the sp will be significantly higher than where it is today.
That's a good question. I just don't see how this is going to play out for the 'locked-in' OO shareholders or those that bought in at the IPO in the short term. I thought the whole point of the IPO at 10p was to attract risk taking investors who would at least see some risk reward premium in th short term, but anyone can buy into Poolberg in what ever quantity they want at 10p still, which several months after the IPO just doesn't make any sense. I tend to agree with the scaremongers on here, that unles we see something of material scale announced in the coming months then there's going to be a stampede for the exit by OO shareholders holding millions of free Poolberg shares. Anyone else have a better theory?
Moniman, you are positive about core Orph but seemingly very negative about Poolbeg. Any particular reason? Seems to me that this one particularly needs time and patience, hard to flick a switch and get the necessary business model and immune modulator in place to fire on all cylinders without a lot behind the scenes manoeuvring.
This is good news for their bank balances, not sure what it will do for Shareholders? Still heading towards a cliff edge in Mar/Apr 2022
A good appointment. Two professors on board to bring this forward. Both well respected in the field.
US infectious diseases expert, Professor Daniel Hoft, joins Scientific Advisory Board
This is good news regards Mafuta