The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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And when you have time, check some open resources as opposed to using this BB as an echo chamber.
So you've dug deep to fork out for more junk shares at 2.06p to keep Budge in comfort. The shares are already worth less than 2p.
Talk about this coming good is a fantasy.
The appetite for green, high quality product would be nice, but the Sami, Thundersley et Al are running the show.
If the weather forecast says sunny, but you need an umbrella, it's raining, isn't it?
Please stop hoping for the best. It is groundless with this company.
So your guessing that that the company is heading in the right direction? Unless you've read something in the RNS that I haven't, beyond unsubstantiated phrases and soundbites by KB and Ulla.
35% uptake by UK investors in the rights issue. What does that tell you?
There was a sell at sub 2p yesterday. Let that sink in before you defend it.
When something worthy of praise occurs, I'll be at the forefront, likewise, I'll continue to be a critical friend when performance falls below reasonable expectations.
Mismanaged decline based on the SP.
Pocko, it isn’t a jibe. If you can’t see this coming good at all then why remain? No jibe. I haven’t said that I believe a great job is being done either, I’ve only said that progress is being made. Said progress, as you rightly point out, is not being translated to the sp via definitive news. A big problem.
Good morning by the way.
I see you've started using our resident mother in law's jibe of 'selling out' if you're not happy?
And no, they won't be mining if they don't have measurable targets.
If they are doing as great a job as you 'believe', they are doing a poor job of communicating progress to the market. News generates interest and momentum in the SP.
How's that working out?
"I'm not under water as you claim to be, so why you'd defend mediocrity is beyond me." Now there's a conundrum...not exactly joined up thinking is it.
Anyway, tomorrow then, see y'all.
Nighty night. X
Have you completely sold out here now then Pocko, and if not, why not?
I can’t argue against using the SMART model, and we obviously do need to see specifics, if Kurt and Ulla have decided that 2026 is a realistic target for an operational mine.
Without a credible work plan, with objectives to be achieved within a specic timeframe, the idea of mining in 2026 becomes increasingly unachievable.
And there's a huge difference between the start and end of Q2. We have neither money or time to burn.
Still, there'll be more mug punters come the next cash raise.
Get saving...
Yes Pocko, it’s Kurt’s responsibility. He said he’s disappointed with the sp, but of course is wholly responsible for allowing a discount of 46% in the fundraise, so he can’t expect a buoyant sp if he’s helped destroy it. He needs to now do much better for shareholders, to reflect the progress we are making and will make this year.
Will he do better? I don’t know, but I still trust that he will, whereas it seems you simply don’t.
Let’s see what occurs in Q2 with the PFS, and we can review his performance again at the end of Q2.
I’m far from happy Pocko. Less so than you possibly, but I can’t afford to depress myself each day by being wholly negative about my investment, especially as work on the ground progresses. I’ve mentioned that Rasmus or Ulla delivering the RNS news would be an idea, as the market may be more appreciative of a varied news delivery.
Only my thoughts.
Pocko, yes I am way down on my investment here, but I still have hope, and I do trust that this will come good. That may be the difference between us. I don’t feel as if I’m defending mediocrity either. I’ve said many times that we need a better managerial performance and explained how I believe news could be relayed much better. As I’ve just also mentioned, if you don’t feel this is going anywhere, only further backwards perhaps, then why remain invested?
Or are you just trading this continually now? Not sure if you’ve retained shares for the long-term.
Pocko if you’ve got Suzy on filter then please don’t make any comments about her,
And whose responsibility is it to put meat on the bones exactly? Our handsomely renumerated CEO.
And as for your mother in law, she posts absolutely nonsense. I've seen enough of it; And I'll continue to counter it...
I'm not under water as you claim to be, so why you'd defend mediocrity is beyond me.
Pocko, you can’t know what Suzy posts based on what I say. I don’t always agree with her, and if you only have half the story then you cannot make a credible judgement. You know very well what I’d like to see from the news, it’s the same as what you’d prefer, but the company has made progress in Q1. Awarding a PFS contract to a company is progress, but we are now waiting for the outcome. But striking the contract has been achieved. The market will not react favourably until we have more meat on the bones.
If you are feeling that we’ll have another dire year here then fair enough, but I don’t see why you’d then bother continuing to hold your shares.
The SP is absolutely a reflection of the comanpies market value. Currently less than the issue price...
And other than guessing, what has been achieved this year?
And plenty here have put up with your mother-in-law over the years, so 'it' will get some back at my time of choosing. And as it is filtered, I've no idea what it posts. I just know based on your posts that it's utter drivel...
Mother in law's, who'd have em?
Thanks Tak. Yes, a number of shares are down over the last few days. BEM no exception, but not aided by the fundraise shares hitting the market. A case of riding it out.
Best wishes. Hope you are doing ok.
Pocko, you said, that, other than a successful fundraise, we’ve achieved nothing in Q1. Well, this isn’t the case. The sp reflects the discount given on the fundraise and we must trust news from hereon will improve our fortunes. No need for smarmy comments from you along the way.
Have a decent evening.
There's a general downshift in appetite for risk stocks at the moment, regardless of how great the company may be. The mood is 'risk averse' at the moment, and this is likely to have contributed to BEM's current SP malaise. BEM is a risk stock as are so many others on AIM. Cash is king at the moment. It'll turn. But when is the question. Could be tomorrow. Could be in a couple of years - or more.
That the market doesn't lie is debatable...that the company has just completed a successful fundraise isn't debatable, it's an established fact.
PS I don't need placating...I'm content to wait for this for as long as it takes..OK?
I'm nobody's mother in law and personal insults don't add anything to the debate. There's a reason the sp is as low as it is but we don't all agree about what that reason is, do we....stating it over and over again achieves absolutely nothing, it's stupid. MATAD today is 3.8p down a bit from yesterday and people on that bb don't like it they want it to be much, much more than that.
EricDraven placating his overbearing mother-in-law again?
Progress in Q1? The SP suggests otherwise and the market doesn't lie.
News will lift the SP, not mindless optimism, and news of ongoing progress is somewhat lacking.
If the mother-in-law law says so, it must be true.
Yes Sooz. Also that Grafintec awarded a PFS contract in Q1. It can be seen as the start of real progress, if not yet the finished achievement. But securing the contract itself was achieved.
Just checked. Nothing yet. Dragging their heels a bit!
And what about the Scoping Study which was achieved in between Q4/22 and Q1/23..we began the year with an achievement and it will contribute to the PFS.
Mine were credited yesterday, I trade with ii. Hasn't improved my average, unfortunately!