The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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What's new in that presentation? Nothing.
It's the same stuff.
The Chairman/Founder obviously knew what was going to be said.
Yet, he still dumped majority of his holding recently. Why?
I consider that as a major red flag.
The CEO has huge > 7m options, which were awarded only a year ago and exercisable from a year's time. That's why I believe they are being talked up so much.
There's no evidence of significant buying/holding by institutions in 2021, 2022, 2023. Company being talked up and institutions take a small stake.
Look at the presentation, yourselves. They clearly show that growth (revenue/order book) has slowed significantly.
Questionable business model.
Good Presentation. Thanks for posting. Mo as impressive as ever.
Https://twitter.com/UKInvestorMAG/status/1768611141708578832
STT ….choke on your vomit
Just add it to the ridiculously long list of stupid things he's said
That’s correct!
At least he/she appears to have dropped ‘questionable business model’ from his/her copy and paste!
Stt1
You are wrong, CEO didn't dump any
"The CEO dumped majority of his holding recently. He obviously knows the figures."
Danny - well done for getting the T word through the filters - maybe they make an exception when it refers to Stt
Stt, on reading the RNS JP have 47 m exposure across their funds including 12.7 m equity swaps plus they have room to add
They are clearly very positive and their analyst and pm’s will be all over the company
Also,equity analysts do not operate in a vacuum- they talk to other analysts and as the market cap grows this will likely get on the buy lists of other asset managers
Sanderling,
"Saw the JP Morgan Smaller Companies Investment Trust has 11m shares"
Not much more than the CEO's > 7m options, is it?
This is being talked up.
Read the company newsflow, especially the growth figures around revenues/order book.
The CEO dumped majority of his holding recently. He obviously knows the figures.
Agreed, explains the lack of liquity which has also prevented me from topping up at a reasonable price. Not complaining though, as great to see II stake-building.
DYOR
Saw the JP Morgan Smaller Companies Investment Trust has 11m shares- approx 1% position in a £280m gross assets fund- may also be in other JP funds
Good news👍
This new investment by JP Morgan is a Big Red Flag for Stt1, as is the increase in hVivo's profits, growing cash pile well in excess of £30 million, the new 'start of art' facilities at canary wharf paid for by big pharma clients, the dividend announcement, the increasing customer base, significant increase in margins etc etc..... oh dear, I think Stt1 is chocking on his sausage roll.. 😳 🤣 😆
HotChip — I expect JPM's major stake-building explains the weird market that HallsWorthy was complaining about yesterday, where it was difficult to get hold of any shares unless paying around 30p. JPMorgan have been hoovering up the liquidity.
Seen this 👀
@jpmorgan have issued a new TR1 this morning in #HVO brining their shareholding to 6.9%
Massive news that such a large fund is heavily invested in @hVIVO_UK and supportive of the business and their story.
https://polaris.brighterir.com/public/hvivo/news/rns/story/w63v7gw
Great news! Looks like there is more hoovering up going on today - maybe JPM - I can see another TR1 in due course imo.
DYOR
£250m market cap. £189m now.
Nice RNS. JP Morgan usually back winners.
Another red flag on the bonfire! The resident looney is running out of red flags every time Hvivo puts out an RNS.
RNS out this morning showing JPM Asset Management have raised their stake in HVO from 3% to over 5%. Another price of evidence showing that institutional investors are supporting the company. As we say in the City: “Follow the money”
JPM increasing their holding, good news.
GLA
Filter him, best place for him.
GLA
I’ve stopped reading his crap, so my message was a general comment on the presentation tonight not anything that oddity spouted. I suggest others do the same, he won’t go away as he is clearly warped but at least we can get some sense back on this board and one day he may realise he’s talking to himself and do us all a favour.
You really need a good bleedin kick up the ass.
Blackrhino
"Mo dropped in that the update on the final accounts would be early April. That should give them a good opportunity to update us on the order book"
Given the final accounts were April last year, then it's obvious the final accounts will around the same time this year.
Have they announced any orders to suggest the order book will be any different to what they've already stated? No.
"The longer they wait the more they’ll have to pay ."
Best wait to see what the final results reveals then. If the figures continue to show a significant slowdown in revenue/orders rate then those waiting could end up paying less.
;-)
Mo dropped in that the update on the final accounts would be early April. That should give them a good opportunity to update us on the order book for the new facility and likely impact on bottom line given their comments about efficiencies etc. we’ll also know about what dividend to expect. Personally very glad he’s concentrating on growing the company rather than the approach taken by some AIM companies to hawk it around prospective buyers at the earliest opportunity. The longer they wait the more they’ll have to pay .