The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Just checking these guys out - all looks good on fundamentals
Why did profit drop so much 2020?
Still good fundamentals
More directors buying shares. They know this project CE is too cheap to be true.
Potential for a dividend payment on the way?
Company book is loaded, and the worse of the news is out. Looks like it's reached the floor and dividend potentially on the way.
Traditionally this company has given out consistent generous dividends, wonder if they will announce soon a dividend payment?
Michael Dawson, Non-Executive Director, that on 5 November 2021, bought a total of 5,000 shares
The directors can see the value in this company and this is oversold
Good luck getting in now, very cheap compared to past and in a healthy profit road
Topped up sub £5 as my gut feeling it there will not be an event like IDA every year and even if 1 in every 4 years the managment should be better prepared next time.
At the lowest point in a long time, they have now released the worst of the news, more buys than sells, this can easily bounce and recover
It was distribution!!
That's why I questioned the recent price weakness a number of times,
it looked like.. something Wicked this way comes
which it did.
Doubt it although I would take it up should it happen.
Anyone thinks they might announce capital raise through right issues at the trading update this November after $200mio loss from cats? Is market pricing in such a possibiity? Any thoughts on this subject?
The last capital raise of £287mio was last year June 2020 for about 39.6 million new shares (19.5% of shares) at the price of 726p..
Do your own research before making any decision.
real barrel scraping happening today to get any shares, the selling seems to be drying up now, and the buys are still strong.
this should bounce back easily, the company deals in reinsurance of course they are going to have some big pay-outs once and a while, however this doesn't stop them making money and being essential to the industry.
Couldn't agree more, 1000 bought.
funny business reinsurance...you never know what is lurking in the deeps or shallows
Seems to have had the worst news passed, set for a climb back
So I think it's time to dip a toe in and test the water as it approaches the March 20 low
Hello Mary,
Do you think this continues to be suffering from Hurricane freeting or something else? Just seems to be sinking vitually every day with new lows, as far as I can see the company appears to be okay so surely must a turnaround point soon.
I am accumulating anyway.
really?
Accumulation phase before the rise
????
Hurricanes fretting, but imo a good entry point - another accumulation phase for a ride up or at least a point to put some money to work.
Results look OK
Balance sheet looks OK
Not overly expensive, not that I like insurance companies
RSI starting to look attractive, though the trend is a bit ominous
It all looks a bit "so so" and unloved. Looking attractive for a die-hard Value investor, but not convinced of the near-term upside here. Anything I'm missing?
Exited around 70% of position leaving me with a 303 average cost. Tempted here at these levels but something seeems wrong. Still tempted.
Any news?
Paying 5.625% for 20 year debt seems a bit steep.