The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Jungle: I’d argue that the board are not employees.
I take the appointment as a small positive…but nothing material.
Yrabs: follow drax. For you own mental state, sell.
Sorry to see you go drax. best of luck
I wish I cared as much about WSG as 21 does….and I’m actually invested here!
Hopefully, with container rates up over 5 fold since covid started, there will be less resistance to the scanning fees….now a much smaller % of the overall costs
yrabs: if I'm honest I don't think that grumpy investors have any impact on Pete.....i truly believe that the share price is massively undervaluing WSG, and tbh that's on Pete. but i'm not too bothered about little updates when i know we just have to wait for the ratification and for the numbers to start flowing through...yes it's jam tomorrow, but at least the jam is now bought and in the cupboard, ready to be spread...just need to figure out the childlock on the door!
OT: fwiw i'm still confident that this will come good in the near term...yes there's been a delay, but this is Africa....it' show things work. Tema seems to be chugging along nicely, the 2 high profile London contracts are underway and it's just a case of waiting. it is frustrating, but now that we have these new long term contracts i'm not so worried.....for now i wait. if i can top up in Feb post bonus then i will...but i'm not hopeful that it will be in single figures then.
i'm hopeful that yrabs will have had another 180 and be back to being a bull by the start of 22......just worried he lose faith at the worst possible time.
Yrabs: I think that what stops 22 revenue being pushed to 23 is where it’s coming from. Most is the MSCs and once they’re up and running (late…hence the slip from 21 to 22) they should keep throwing off cash. So I don’t see 22 disappointing ….unless somehow DRC falls through.
I’m intrigued to see what will happen if the profit targets are hit for 22 and 23….the money certainly won’t come back to investors, but maybe the incessant raises will cease.
Yrabs: you really wear your investing heart on your sleeve don’t you?
I’m assuming you didn’t invest more than you can afford to lose, and also didn’t invest money in AIM that you need out in the short term….so probably best to switch off and check back next month.
This board is screaming “buy” at the moment…when the negative clamouring gets this high it’s usually a good time to get in.
Yrabs: I’m not sure I’ve ever stated that. You’re not wrong, but does this mean you’ve been going through my rubbish bins again?
Amazon took 9 years to make a profit.
Profit isn’t simply selling, it’s investment too. A lot of companies don’t make a profit because they choose to go for growth. But lets not let nuance get in the way
O1G: yrabs changed from a massive bear to a strong bull on news of the DRC contract. So I think we all know the answer to your hypothetical. Had it not been rns’d he would have sold/not bought and would have been livid (assuming ratification Actually happens).
Anyway, if people aren’t trading I don’t know why they’re so angry. Just leave it a few more weeks/months. If you’re that upset then sell.
I’m annoyed it’s not higher, but I can live with a delay in Africa. This Is Africa!
If we raise again in single digits that changes everything for me. That’s simply unacceptable.
Also yrabs: I must confess that I only skim read today’s messages (I’m in holiday in sunny wales) but Iran was signed BECAUSE of Trump. They knew he was going to disrupt, that’s why they signed the day before. It was clear by then that it was screwed, so they signed to get as far as they could and stepped back.
The Africa “signed” contract is more annoying to me.
There is a lot opacity….but that’s how business works. Why tell shareholders (and the world) business sensitive info unless you have to?
Night
it really is a shocking site.
On AH2021...he "invested" £9k back in late November 2020, (@6p) then "sold out" in low 4s in 1Q21. I used to think he was a pathetic person who couldn't handle having timed his investment poorly. I've realised that this isn't true...no-one stay that angry for that long...so must be another motivation for his incessant drivel. Maybe he's HDC***'s new ID post breakdown?!?!?
frustrating we're approaching 4p...but simple, don't sell! this time next year Rodney....
Foxy: you and I clearly have different definitions there.
Steve: I believe that this one and the Tower of London were not waiting on anything specific to start. So I’d hope they’re underway. The RNS on Liberia said that they’d be on the ground from July and start screening from September.
Yrabs: on the assumption that they don’t need to raise (they really bl00dy shouldn’t!) it makes little odds if the share price is 4p of 10p to PF. That’s in the short term. He’s nailed his colours to the 2022 mast. I can wait another year…but I can see why many can’t.
Vander: Dilution has been a nightmare here…but I know that I’d prefer to own half as much of the company with the 3 new contracts vs the full amount of the company without the contracts this time last year.
But since I own more of the company now than I did this time last year I guess it’s a moot point.
yrabs: it shouldn't matter what you paid..it should matter what your expectations are of the future. some people will be selling because they can't wait any longer.
usually i'd be pleased as would top up...but house renovations means that i have nothing spare to chuck in here.
i have no idea where this will go over the next couple of money...but i'm ever so confident for the next couple of years.
You’re an oracle 21.
Shame you didn’t show that foresight before buying just before the 4p raise. Or before selling out before the DRC rise.
Exactly yrabs. The work is done, but because of the awful delivery over a decade the market needs to see numbers.