The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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These distributors are going to find it difficult to be profitable this year. Not sure this will recover. Interested to hear other peoples thoughts.
still not many shares around
tp £1++
I bought today based on this amazing results
Not often that you see a companies NAV worth more than the MCAP.. Think I'll pull up a seat and relax! Thanks NotBot :)
Market cap is £18m at the current 64p/share (looking at LSE fundamentals tab) of which 63% is held by the MD (see recent RNS) so I guess to answer your question, maybe there isn't a large shareholder base to be on here commenting. This is a company I came across due to its featuring in Investor's Chronicle, their 2020 recommendations (also tipped there again recently). It's not a share price prone to sudden movements (except in response to a warehouse sale in summer 2019), more one to tuck away and admire it's progress over the longer term: I'm very comfortable to hold this share: As today's interims make clear: No debt, NAV 92.3p, successful internal reorganisation (offices/warehousing) and integrations completed, growing profit, dividend maintained: You wouldn't think there's a pandemic on!
Not much going in this chatroom is there? lol - you'd think off the back of the RNS today there'd be a lot more activity
small buying pushing up the ask
full ask being paid
#wouldnotwanttobeoutofthese over Xmas
many?
I didn’t know you been filtered by someone
cash of over 50% MC...net net...perhaps close to positive fcf
"We are pleased to advise that this decision to keep fully resourced, combined with our nimble structure, rewarded us in the financial year to 30 June 2020 with modest organic sales growth but significant margin growth year on year as we picked up opportunities from our major competitors."
so bought modest 3k top up @51.89p
Oh come on, they're not late just later than last year. Since then they've had to cope with the death of the founder and major shareholder, and a pandemic. Cut them some slack!
puzzling?
just change of auditor or #redflag?
Why are they 6weeks late for their 2020 Final annual report?
anyone know when the report is due?
Good-sized block (100k shares) bought back today! Good news.
https://pbs.twimg.com/media/EQUIg0kWkAMR_bL?format=jpg&name=small
Investors Chronicle
almost full ask being paid
sad news...but the cynical take is probably correct as ever
the embedded value here is so high, and the (probably v nice) man RIP was a roadblock to realising that value
I would think the sale is a must, to be announced is it not .This was there word in July..
Are you sure they would/must announce when the deal was completed or is it enough for them to announce what you wrote below?
Northamber (AIM: NAR) announces that it has exchanged contracts on the sale of its warehouse facility located in Weybridge, Surrey (the "Warehouse") to OXW Catalina (Logisitics XVI) Limited ("OXW") for £16.4 million, with the consideration to be paid in cash (the "Sale"). The Sale is expected to complete by the end of July.
The Warehouse comprises approximately 80,000 square feet on a five plus acre site accommodating additional car parking for around 100 vehicles and is located some 10 miles from the Company's head office. The Company acquired the freehold in April 2012 for £6.35 million, having occupied the premises since December 1999, and as of 31 Decemb
Do you know when the report is due?
Was't it in July that they said within a month ?????
why do you think that?