The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Very good interview with CEO 48mins in https://twitter.com/RoastPR/status/1784532225821675864
Still downward pressure on this share, despite positive news this week (hopefully will make a difference to income).
Very interesting product, well done #ACRM
It would appear that 4p is the breakout number!
I added to my holding today in my ISA with some of my new allowance.
The risk/reward at this price is too good to pass up.
I am a patient investor, I'm looking for big returns over the medium to long-term, so I don't mind if the noisy herd aren't here.
This is the first day of trading of this (new) financial year. Investors have new ISA allowances to use up. Is it that something to do with the number of trades today?
I'm a holder here and think that the story is interesting and valuation very cheap. Downside limited and clearly great upside potential. I think we had an historical seller who is probably out now, but at the same time there isn't a large number of new buyers coming in as the newsflow is sporadic and the patience of some investors limited. Hopefully new contracts will land soon and interest will again increase. Time will tell DYOR
There's something holding this share back. We don't usually see so many buys in one day's trading, especially at the (relatively modest, but still) volumes we've seen today. Thoughts?
This share needs some good news pronto.
Ex Director @ CFC Underwriting - one of the leaders in cyber insurance.
Big statement.
Under 5p very cheap.
Same guy. There are two Jonathan Mark Swann with DOB Aug 1960 listings on Companies House. https://find-and-update.company-information.service.gov.uk/officers/Kg37TEIzgCpDZCRatlNSxZulgCQ/appointments
Not clear what his involvement is at CFC since he resigned as a Director
I seem to recall there was a bit of a hoo ha about some posts on the TERN board that might have been him
You may well be right - I just went off his name and rickmansworth (on the form) and tapped that into companies house and chose the first jonathan mark swann from the list! https://find-and-update.company-information.service.gov.uk/officers/j-rfxzqFCTcv0Y4v8a9NWmOs_Xo/appointments
I think it is this guy https://www.linkedin.com/in/jonathanswanncfc/ which would make his interest in Acuity more pertinent
...........is a property developer (according to companies house). which isn't pertinent to this share of course but interesting nevertheless, bearing in mind the history of energiser/drumz.
Don't understand why, all of a sudden, share trading in this has got busy - maybe someone else can shed light. If an offer comes in for the company at 7p.........I'll still be under water sadly.
Follow the smart money.
Massive rerate off the year low going to happen here. IMO
...seller not reloaded up, so 4p indigestion may be clear now.
See what next week brings, but nice churn this week and resilience of SP at 4p.
2-4 contracts in near future would be lovely.
Suggest 6.5p would be fair value about now - in better market conditions - circa 8m mcap.
The lack of debt and cash in the bank - as well as 7.9m growing pipeline - with retention metrics strong, and risk mgt / cyber key industry topics, it feels like we are pushing against an open door.
We've seen in the UK - where the 1st govt contract led to much bigger contracts following.
1st contract landed recently for US govt - surely same will occur, more and bigger contracts to come.
We've seen in the UK - where the 1st govt contract led to much bigger contracts following.
1st contract landed recently for US govt - surely same will occur, more and bigger contracts to come.
There's a high barrier to entry to win those type of contracts - but once you're in, you build on the base and difficult to displace.
I think there's someone holding this back - perhaps one of the Elevate/Inland Homes investors trying to get out. Maybe.
Bought more today - think thatβs the flush to see if sub 4p selling, letβs see. Thoughts below:
ββββββββββββββββββββββββββ
#ACRM - 4p tremendous value for mid term perspective.
No debt - CLNβs/ warrants.
βΆοΈ 2.9m sales rev (70% increase in 9 mths)
βΆοΈ 7.9m m contract pipeline (88% increase YoY)
βΆοΈ Renewal rate 85% (reduced due to low value contracts not renewed)
βΆοΈ Renewal value 124%
βΆοΈ Cash 1.2m Jan '24
βΆοΈ Close to 60% share register held by BOD or TR1βs
βΆοΈ RTO Deal price 6.5p
Β£4.86 mcap / 4p
Still early - 7/8p 1st target π―
Expect more contract wins in next few months, per last RNS, several other opportunities anticipated to close.
Fully agree, smart money coming in. Looking at the chart we are getting into an interesting point where we might break out of a downtrend since the June 2023 peak just below 10p and head slowly back towards that area during the year. As we have seen over the last few sessions buyers are coming in and it will not take a lot to move the share price. It's already happening and we know that further contracts will follow and as per Angus we will be profitable from 2024. DYOR
...happily accumulated chunk of 500k and 100k at 4p and 4.1p.
Also another 110k buyer, so that's circa 700k of 4p shares swept up.
Quote to buy 300k shares at close was 5p.
Will move up nicely when ready.
You got a decent price !
I'm not a city boy so really dont understand how the MMs work AIM small caps, if your price is a buy the others look correct as buys. Why today is the buy price so low.
Agree with your medium term views on ACRM - the pricing just seems weird at the moment.
Just added 275,000 shs, in my mind we are again at the lows seen in December 2020 and November last year which were followed by price increases. We are at Β£4.5m mcap but in the best position we have never been in terms of revenue and pipeline DYOR
Government contract growth.
Accumulation phase.
Skin in the game.