The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Would be good to see what analyst coverage we will be getting.
My view is whether Tomorrow, Next week, Next Month or Next Year. Solgold will be sold .
Starting bids might need to come £1 upwards in my view.
Would be great to see if we can get 2 bids on the table. Will spice things up nicely.
Add few more -
Investors will have multiple exit points
We may not be able to sell Cascable alone due to Tax issue/penalty - not sure what impact it will have
Wherever possible will dilute the shares at cheap
We are the largest landholders in Ecuador
We have a possibility of finding at least 1-2 another Tier 1 finds from the 13 prospective targets
NM and JW and Solgold team is an explorer from heart. They don't have any experience of Production. In my view Ecuador govt will play an impt part forcing NM to sell Cascable and move on with drilling of other targets.
I am waiting for a Good Morning RNS saying we have received a Bid my starting play is 70-80 p from BHP to test the waters.
I am not sure if BHP and others are waiting for the PFS before opening their cards. I am sure they would have a decent understanding on the capex involved for building the mine.
Also NM and JW have been clear that they want to move on to other 13 targets. Any suggestions
Well in Normal times Director or Snr Mgmt buying shares is definitely looked as a positive thing. Not sure why mkt is speculative. I feel he is not going to take it private. I think he is loading up before we starting moving North.
Anyways time will tell, I am invested and will be a LTH. I expect if we click few right nodes we might be in a different trajectory. I still can't forget we were making 60-70 Million a year on a revenue of 750 Million. That's almost 8-10% of Profit.
Still sticking with the company, my projections are in Jan we should be above £ 2.50 . DYOR
Thanks Razor, Hope to see this return back to the highs of 5 pound soon. Will be good to see if we are ticking up on the Online sales . If online Sales are going up than that will be Game Changer .
GL All.
I bet after JW presentation Majors will be thinking that we have Depleting reserves and here is an Explorer that can feed the pipeline, we know there will be multiple issues but Hey hoo. Smell the coffee and wake up.
If Bid comes which I highly believe it will, not sure if this presentations is going to have a major impact on the Initial Price offered.
GL All