The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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I think we will be pleasantly surprised by the ASPs on new orders. I get the feeling that RR is deliberately pursuing orders in high margin sectors where they can achieve a price premium and shifting the focus from lower margin areas like telecoms masts. This is symptomatic of a company where product demand is sufficiently strong that they don't have to chase every order just to fill capacity ( and obtain cash) The focus on delivering shareholder value by maximising profits is extremely encouraging.
martyh. That is why were invested. Things are certainly heading that way. This is not a comoany that I trade in. Yes it dips back, its natural, but to try and trade these would be incredibly difficult as the SP moves very quickly.
Those that are holding long will probably be much less stressed. Some truly great posters on this board and very comforting to know that some have very large stakes in Verditek.
Ditto. I moved more funds over into my trading account last night.
Agreed that we will see buying on any dips. The share price is still incredibly cheap.
Next year I expect them to easily fill the 20MW initial figure, and I’m hoping for them to hit the 55WM capacity at the current Italian factory.
Current orders have been at a substantial premium to the 1 Euro base price. The recent $2.2m order for 1.5MW works out at $1.47 (1.24 Euro) per watt. I think the marine orders will be at a higher price.
At 55MW and 1.24 Euro/watt I’m calculating EBIT of around £30m. Even on a multiple of just 10 that would equate to a share price of over £1.
Then there is the potential of the graphene development, which would take the share price to another level entirely!
There may be some profit taking today after last week's great run but with the possibility of another order update sometime soon ( previous updates in July came in clusters on 2 and 13 July) I suspect there will be opportunistic buying on any dips. An interim trading update would also be welcome.
an interesting day ! I'm a believer, therefore I WILL be topping up on any weakness.
GLTAH