The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Seems a good deal. No doubt the usual moaners won't be happy about something though. I'd have preferred a special divvi to a buyback though. I've been a big fan of them and don't expect it to support the share price.
It really is laughable that anyone thinks they will get McCall out.
The simple fact is that if you look at the figures, she's doing a decent enough job.
The fact that sentiment surrounding the company from the market is lower than whale proverbial, is beyond anyone's control. The simple fact is, it's an awful sector to be in at the moment.
When I hear of a serious II being interested in getting her out, I might listen.
But there's nobody there.
Blame McCall all you like, but those that matter are not worried, it would seem.
Not a chance. It needs a lot more bad news before that. The Mcap is ony £66 mill as it is and I just don't see the number going that low. Look at the EV that this will be worth.
And yes, I know that can be meaningless.
"So much debt here, cant see the trees for the woods!"
All comfortably payable. As long as the company does what Betts says.
Even then, if they default, worst case I'd have thought is the biggest shareholder, CIG gets to own the company because they pay the debt back to themselves.. It's almost like owing yourself and I'm sure many people are not seeing that.
That's great news and as some suggested, has soon blown over.
Good interview by Dan. He said a few good things, as much as I realise he can chat proverbial. "A poor experience ramping up, but it's coming good" or similar. "Goodies at 20-25M down". "1st, 2nd and 3rd priority is to get that debt paid down" and finally, "The strike hasn't affected us at all"
Just like London, it would seem Conakry lives in it's own little bubble.
And, yes, he seemed a lot more confident and relaxed, I felt.
I'm encouraged by that.
David, continue to look for your 10% on LGEN and good luck to you. You've obviously changed your tune, because you were moaning like mad.
You don't seem to be able to take the volatility that this share has provided. I'll remind you of it, according to AJBell;
2019, -1.39%, 2020 56.47%, 2021 -56.39%, 2022 -52.76%, 2023 49.64%
This will double on the slightest bit of news, as I've said., imo.
And I'm not trying to encourage anyone to buy. I just post what I'm looking to do, which at the moment is to add at around 8p. The SP will swing massively depending on what news comes out and not what I say.
And anyone who sees comments on here as an encouragement to buy shouldn't be buying shares anyway.
It's not an LGEN and will rise and fall massively.
As I said, I'm looking for 100% in this or near enough.
Now I'm off to listen to this interview.
Dick? That's not very nice.
And everybody knows you do nothing but moan and don't have a good word to say about anything.
You probably ought to take your pennies out of the market. It appears being involved isn't very good for you.
ThePublican777, as has been said, it'll all blow over. Irt always does and armys are not into stealing gold mines as far as I know. More like they're allowed to run while paying a cut, even in a worst case.
We've been in a similar place before and the SP went considerably lower than this.
And it came back, massively.
It'll do it again, I have no doubt of it.
As for David and his £20 in here, well, you have to laugh. He's in LGEN, one of the most solid FTSE 100 divvi payers out there and still moans. You can't help some people.
I've set an 8p limit for a few. Remember "but when there's blood on the streets".
Unfortunately it may well be true in this case.
If you have a decently low average price holding here, you'll make good money. The news can't be bad forever and it will come back. One good RNS and this could easily double.
In guessing someone else has already posted this, but just in case, the relevant part is near the bottom;
https://masterinvestor.co.uk/commodities/february-mining-update/