The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Bought in a while ago around the previous high, so glad it's back up to there. So happy that they have made a profit but the reasons I liked it was a regular flow of good news and it just looks like a perfect fit for SFOR... I don't think it will be too long before they come knocking.
Arena seems to have gotten through the crisis quite well considering how hard their business was hit, as lockdown starts to open up the future should look good for them, I would say this is a good price and the board are topping up as a vote of confidence.
I'm detecting a bit of smart a*rse sarcasm from you there sigtwatcher which isn't really helpful on a forum. I'm stating an opinion based on facts and would have been interested in others opinions, banks have shown that they are not too big to fail and it could happen again, anyone else got an opinion?
Who else thinks that UK banks & lenders could be heading for a big short. About 16% of the UK housing stock (flats) has been declared unsellable due to post Grenfell cladding issues, only 1 in 9 buildings is passing fire tests the rest of them require expensive remediation work. Government is missing in action and are expected to pass the lion share of costs on to leaseholders. Leaseholders faced with huge bills which will push them into negative equity, rising service charges for insurance etc and furlough ending is a perfect storm, bankcruptcies and defaults are on the rise, reposession is a nightmare for the banks because they can not sell or rent the propteries until the expensive fire issues are fixed, toxic assets. This would be the catalyst for the huge market sell off predicted.
The day BoD starts to buy shares this will start moving until then it's just going to be a bumpy ride down.
I've been waiting for DA to take off for a while now, considering they make a big deal out of 200k I would say they have not been doing many deals which is worrying, it would be interesting to know what is stopping them from becoming mainstream, is it the price?
Just wait for the pump and dump brigade to turn up and try and help shift this pile of steaming sheet.
You know it's all going to go wrong when people turn up and start posting "BOOM"
I thought this was good interview and I kind of get why he doesn't want to make prediction with the limited information they have but a low estimate would have been better than none, no one would have complained if they massively under estimated the sales. My main take away from the video was:
* 50k of sales this season for small sample testing
* I'm guessing plants and soil will be tested and if improved it will be rolled out to a bigger area therefore bigger sales
* So far those contacted have all said they will re-buy is this because of positive test results
All it would take is a decent level of retained customers who move from test phase and buy at multiples of original test purchase for the sales to shoot up.
Nice write up of results in IC from ST, he is a fan 60p target.
Another thing to bear in mind is a large portion of the costs per ton are fixed so as the sales go up price per ton comes down and profit margin will go up.
I think it's dawning on HMI that it's not going to sell itself and they need to refocus their efforts on selling the stuff rather than mining it. They need to convince and prove to farmers that it is a viable cost effective option. This will take some time but at the current price this has got to be one of the safest stocks on AIM, wish I had more money to invest at this price.
I think this could be close to the bottom, Gresham House seems to think so. Results due next month, @32.4 looks like good value.
Simon Thompson has just published another recommendation... could 2019 finally be the year!?!
They've launched Audiens. I don't know why the RNS is not showing here. I read it on VOX Markets
https://www.deviceauthority.com/news-article/blockchain-solution