The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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The market appears to have completely missed the small but strategically significant acquisition of Cloudveil. What ever possessed the Board to issue this on a Friday afternoon?
Numbers are disappointing no doubt. Especially GyroMetric not selling much. But there isn’t any sell off or big drop in sp. Over 50% of shares in safe hands. Management has some £900k of cash invested here. And the main attraction going forwards is the wind turbine trials, one of which is happening late 2019. I’ve posted previously that the two majors likely involved are Siemens Gamesa and GE. The trials are unfortunately not in our hands. Costs at Geocurve have been rationalised: staff reductions, synergy with Landscope, better use of the P2U kit etc.
Deployment of the condition monitoring systems in turbines if adopted at fleet level, will be a game changer. Global companies. Big IF agreed. I haven’t seen any evidence of this excitement having dimmed. So I have no issues holding. Please DYOR. Good luck all
What a daft post! Sentiment is low...it's been low for a long time! I've kept the faith with AERO and RMS for a long time and probably a lot longer than you. Forgive me for feeling a bit deflated after constant delay, delay and delay! I assume you are leaping from the rooftops after the half year results?
The real money is on the wind turbine but they've failed to keep geocurve going
Why are you both in to post then ,
Saying that, does the market even care anymore about this firm?? I'm not sure I do
RNS out...not a great read to be honest...surprised this hasnt tanked yet!
and master of none, cant believe they haven't really capitalized on the wind project at all - ridiculous
I am out. Look at the nuog share price now, worrying. axm is awful in my opinion, instead of focvusing on rms hes gone and jollied off to axm at the same time, poor decision making in my opinion
dyor
Jack of all trades
Does this guy even get any time to do any work for these businesses, how many directorships...
https://www.investegate.co.uk/alexander-mining-plc--axm-/rns/appointment-of-director/201909160700173642M/
Maybe if he concentrated on RMS things might improve more than spreading himself so thinly.