Member Info for Barry5

cathal came across as an arrogant ******. i don't want to see him at any more presentations.

not impressed by being told by cathal we could **** off if we didn't like where we are when the sp is fxxking only 3.7p.

Good to see Jeremy emerge from his solitary confinement

Hi David, hope you and the family are keeping well.

A few ideas for questions - all obvious ones and hopefully answered in an RNS tomorrow prior to the Q&A tomorrow

1. Where is Jeremy and why was the guy you brought in and lauded excluded from the Hookipa deal. Is he still going to be involved. If not who will be running the show.

2. For many of us there seemed little to excite us about the now defunct deal. It seemed like the markets agreed with us. What was the rationale for it when we were giving away half of POLB001 and getting a significantly lower share of their pipeline

3. What next for Pollbeg? A relaunch? Is NASDAQ still the goal?

4. How are the company's finances?

Cheers.

It obviously was a bombshell but most on here thought it was a crap deal with a crap US company just to get into NASDAQ by the back door.

I feel for Jeremy. Total radio silence from the company on him and he didn't deserve to be shafted in the now defunct deal. It wouldn't surprise me if he walked now and I'd respect him for it. Cathal has lost the Midas touch.

I assume it was Cathal's idea. What worries me is what happens with Jeremy who wasn't part of the American tie up

Tim yes I agree and most candidiates from both main parties selected centrally by Headquarters and foist on constituencies who have no say in the matter. Reform are selecting candidates who have passed the initial screening and who have roots in the constituency. Obviously, you'll see that I am biased in all this and am proud to be one of the near 200,000 members, having joined early last June.

Most of the Counties that are affected by the cancellations are Tory where the cowardly (mainly Tory) counsellors have asked for the May elections to be cancelled. Luckily, Kent was not selected for cancellation and ReformUk have candidates in place, selected at recent hustings, to fight every seat in the county. I attended the Tunbridge Wells hustings a few weeks ago and can attest to the high quality of the candidates chosen. I expect significant seats to be won.

The time of Uniparty domination in UK politics is coming to an end.

Goldman is certainly a factor but Trump yesterday at the WEF said he wanted the oil price driven down to make energy cheaper and he's pressurising Saudi Arabia to take the lead. So I think we would have had a dip anyway. Serica is also down over the last couple of days

Bazza, yes makes sense but we might have to wait a while as last year's Trading Update didn't arrive until 14 February!

Looks like it's given us the kiss of death though!

Management being penalised for being over-confident, which is a bit harsh when everything was (and still is) going well with the one exception of the one area that makes up less than 5% which they haven't tried to hide or disguise.

Be interesting to see Malcy's take on the Update but, of course, he's usually supportive, anyway.

Canaccord remain positive with an unchanged target of 600p. Titan is expected to be less than 5% of this year's EBITDA but they still expect Hunting to generate in 2024E its highest EBITDA since 2019.

Equity Development give a revised Fair Value of 397p.

We have money for acquisitions, plenty of cash but have problems in Titan where corrective action has been taken but the sector conditions are poor. Nothing to change my opinion that's it's a long term hold for me but each to his own, of course. GLA

Not surprised at the reaction. In these current times markets will concentrate on the negatives and ignore the many positives. I agree one would have thought that the the bad news would have been priced in at the opening but I'm confident that there will be a decent recovery today and I've taken the opportunity to top up again.

Exactly that Kford. Tarred with the same brush comes to mind. Just compare the comments on the EML forum to those on here. Everything going smoothly and then jitters whilst waiting for an African Government's approval

Isn't this all about what happened yesterday to EML, down 70% because of a rumour about the Government not approving their project. It briefly rallied this morning but Sp has now been driven down again and it spooked lightweights here.

It's been a slow burner but, hopefully, the SP will start to get some momentum now. A coffee jar investment for me.

Corpse, yes how apt that TRIN shareholders are so excited about their BOD accepting the higher cash offer that there was only one post today and that was at 3.38 this afternoon. Snoozefest. LOL and TRIN deserve each other and they are doomed to fail IMO.

Nobody even commenting on the TRIN forum this morning. Most previous comments have been from TXP holders anyway. What a sh*tshow TRIn are. We're well rid of them IMP. Onwards and upwards. GLA