The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
https://i2050capital.wordpress.com/2019/03/17/uog-united-oil-gas-time-to-deliver-shareholder-value/
Thanks for sharing email dialogue with CEO
Can you go back and suggest he does a Investor Q&A call and or interview round as will help nsentiment by clarifying growth statement in RNS
My price target for #PHD Proactis remains c85p.
If you sensitise EBITDA to £12m, work on multiple of 10x (discounted to sector 15x) and deduct £40m debt, you get to c£80m Mcap
Current Mcap is £42m hence 90% upside to current SP!
These levels remain a true gift horse! DYOR
https://i2050capital.wordpress.com/2019/02/16/uog-united-oil-gas-mr-markets-true-gift-horse/
Pleased with results. Hopefully SP has no based and can repair . Asset remains high potential and crazy NOV vs Mcap
Funding is a given - we should have simply been off a higher base SP. let’s hope we get something staged and innovative to see us through.
On skin in game, I would like to see more but based on options/shares held below, LR is down £126k from SP peak in Sep.
https://i2050capital.wordpress.com/2018/12/16/euz-europa-metals-bull-vs-bear-2/
Interesting reading some of the angst. SP YTD has been disappointing and warrants attached to premium raise couple with macro environment has not helped.
If you step back you have a fully funded quality O&G play here with MVP of £9m net of cash.
Yes Brian does talk a good game but credit to him, he has built a portfolio with multiple re-rating plays.
For me now is the time to be building a meaningful position in this stock not selling.
I can see a quick upward re-rate to £50m Mcap in H1 209. Let’s see...
Any appetite for me to refresh my blog with stab at fag packet economics?
Europa Metals Ltd - Forthcoming Investor Presentation Events @LtdEuropa **************************************/rns/announcement/f9865f47-06be-458e-a564-431a40a0072c
My blogs are not investment advice - simply research notes. If all investments returned 100%+ returns since the writing of my blog I would have been retired a long time ago.
Let’s check back in six months eh and then you can call me out on my blogs/failings on EUZ plus the others IQAI ARCM UOG
What do you contribute that is of value? ...bzzzzz bzzzzzz bzzzz Yes just noise
Justsay1ing - are you going? Look forward to a balanced write up if so. Are you short? A paid MM deramper? Laurence’s jealous brother? Or just one of life’s annoying people?
Anyone else going?
I have emailed LR this evening and been quite challenging on several areas.
Focused on SS delay, funding, Director skin in game, clear update on work program and timeline and PR activity
Are the 30m tranches buys or sells?
New to LSE stuff - how do I filter noise like justsay1ng?
You are factually incorrect with your Q1 statement and have lost all credibility. Most will now be filtering your attempts at de-ramping
Can you ask for view on potential acquirers and peer group value comparisons thanks
I would be grateful if you can state your agenda here. Are you a shareholder or whiter? If neither please remove yourself from this board as you are noise/clutter.
Your intellect is clearly questionable and you of challenge, question and statements like ‘bear’ reversed and incorrect.
My posts and blogs are considered and are not rampy. My use of slingshot is LRs words. I do not reference a SP prediction and my relay of conversation with LR is factual and not fanatical.
If you want an intellectual debate on the Zinc market potential, Toral Asset potential vs peers and EUZ potential valuations served up in cold hard facts the please post your observations, questions, concerns.
If not goodbye...
JustSaying1 - if the SS and Indicated deliver 0 re-rating then yes we can question LRs added value. Until then we need to reserve patience. Investing is often about research, taking a position and doing nothing.<br /><br />Still confident the patient will be rewarded here