The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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I must agree.
This will be massively oversubscribed. I was tempted to put in for 300k shares but figured trying to nab 10% was a bit greedy so scaled it back to 70k.
Fair play Potnak 👍
How I trade through lse/jarvis they've emailed saying they not participating
I've booked my seat on the train for a comparatively modest amount but my gut tells me the WRAP offer is going to be massively oversubscribed. I suspect there will be some pro-rata scaling down. IMO.
Quick Google for P2 ready asset is 86% discount and because 1801 is ready, it would mean 1802 is almost ready. Just some preclinical work to do. So the valuation would be based on 2 x TYK compounds and 27% share in 737. There might also be some value in the Skil platform but I think Aurora/fkt3 is shelved for the foreseeable. Do make your own mind up. All time highs would seem very cheap IMO.
JR did have slightly more shares than Tim before the raise. Now they're about even.
Me thinks the 300,000 wrap retail offer is in response to us on here offering that amount initially to get them over the immediate hurdle with funding. Unfortunately for me it appears that the offer is for UK residence investors only, from what I read. As an alien from the Republic of Ireland, looks like I'm excluded. Will be buying more regardless this afternoon or Tuesday. The RF funding was a scandal unfortunately by those who should have known better.
Yep, I'm not happy with the dillution but I already sorted that. I agree with Damion. This feels like the last roll of the dice. The switching from 1b to 2a will require more funding for the trial design and trial and that will mean another place or 737 to come good. We'd need the likes of RMM to do a value analysis to work out a value for a TO based on a successful P1.
Aber - I am a stock market investor and probably can afford more than TM orJR. They may not own other stocks - or simply have no cash at present. It doesn't bother me.
I want Sar and my investment to succeed, and supporting the offer will help. If offer and placements are oversubscribed the SP will subsequently rise.
Aber, maybe that's all he can afford. He gets a decent salary but we all live up to what we can afford. I work for a living as do lost here but most of my investments are locked away do I dont have the option to liquidate anything so for me, my extra buys are from my disposable income slush fund. Maybe JR is in the sane boat.
Thanks Elcap
KR
ZA
Robin with the raise + tax credits more chance of a License deal on good P1a data than this failing / feels like the for sale board is up highest bidder most likely not the billions that some talk of but on results any deal should be substantially above the current Mk Cap / value play DYOR
Nice
your showing yourself up here... Robin left you with a 'to do list' has he...
Ordered mine through the II app on my phone without any issues (hopefully).
Dr Zed, you have to log into ii and it comes up as a corporate action
Anyone had any luck with Barclays?
Well I got through to ii and applied for shares over the phone. They did tell me if you can get online (not through their app) you can go to portfolio, corporate actions and do it yourself
Completed share offer application via HL so have a decent sized order in, have a feeling they will be oversubscribed.
Closed Friday and Monday so not a lot of time.
If you are not fast you will be last.
Regards to all LTH
Aber
Thats up to you of course
But dont miss the opportunity
Mathsprof .. "It's good to support the retail offer. They need the new cash"
So we support SAR as they need the cash .. as LTHERS have done for years" ?
So what are your thoughts on why John Reader is not putting any of his money in a TM etc are probably putting less in than many on here ???
PS : I know they are contributing 22K in shares (deferred salary) but please note that is 22K from a rise in salary of 50K
Does not look to me like they are going to wager as much as some on here !!!
NOT me by the way ... JR's lack of contribution has put me right off supporting them further
And how has it all gone since Nov 2023...enough to change anyone's mind (other than the Uber ramps obviously).....jeez there are some simple folk on here
Not so nicely, I'll remind you of you post from late last year...
RE: Drawdown23 Nov 2023 10:52
Ahfam3, don't rise to these people trying to put down your comments, you need to look at why someone would do that, an owner of a stock does not knock his/her investment, these people use the excuse that there needs to be a balance, in my experience that is rubbish, they have their own agenda, remember there is no such thing as a bad or good company, it all about timing, entry point and exit point.
More money to lose
It's good to support the retail offer. They need the new cash
2nd quarter starts next week. We might not get the data, for a month or two but the short WRAP timeline suggests they aren't hanging around.