The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Thanks for the update Lioness
Gjh, the data isn’t meaningless, if we are off to a good start then my own projections will change. We all gauge ‘investability’ of a company differently (not sure that’s a word?). I use some charts and reference data, but a lot of that is also ambiguous and on occasion quite academic, and often way off.
Thanks Lioness, great news. If you wouldn’t mind, can you share your order number (just to gauge again sales rates and/or verify volume assumptions). Thanks
RDS generally favour share buy backs as opposed to special dividends, they are also keen to lower gearing and as such prioritise reducing debt. A special dividend may come, but (in my view) is of low likelihood.
The whole landscape is in flux again, but mid/long term prospects for RDS is strong, their energy transition is in the implementation stage and the Traditional cash cow segments are delivering strong revenues . The recent alternative energy purchases are a bit of a low cost punt, but there is more behind their strategy than simply acquiring EV stations, wind farms etc…. They have a strong chance of success IMHO
Time for her to come out of the shadows and stamp her position and commitments to the flag pole…. Or practice the fine art of quiet leadership?
If they haven’t planned by now, with a suitable plan B and Plan C, then this magnificent board need a good reaming.
If they delay again then the bottom will fall out….. There has been more than enough time to get the logistics and supply chain sorted, and as mentioned, lockdowns will promote online ordering and self pampering.
Sorry…. Double post…. Must have had too much today
Quite a dry document…. If it does help then CBX should be all over it…. The markets today are saying it’s not beneficial.
The summary was not too strong….. “The Working Group concluded that it is very unlikely that plant-derived consumer CBD products would contain sufficient controlled phytocannabinoids (apart from ?9- THC) to produce any pronounced psychoactive effects unless they were purposely added to the product”….. I suspect a tighter and repeatable control level would have helped us.
One thing I did like is the following….. “As the popularity of consumer CBD products increases, the demand for synthetic CBD is likely to increase and improved methods developed (Bloemendal et al., 2021)”
Overall I’m indifferent to the report in terms of CBX benefit… but indeed, I did fall asleep reading it.
Quite a dry document…. If it does help then CBX should be all over it…. The markets today are saying it’s not beneficial.
The summary was not too strong….. “The Working Group concluded that it is very unlikely that plant-derived consumer CBD products would contain sufficient controlled phytocannabinoids (apart from ?9- THC) to produce any pronounced psychoactive effects unless they were purposely added to the product”….. I suspect a tighter and repeatable control level would have helped us.
One thing I did like is the following….. “As the popularity of consumer CBD products increases, the demand for synthetic CBD is likely to increase and improved methods developed (Bloemendal et al., 2021)”
Overall I’m indifferent to the report in terms of CBX benefit… but indeed, I did fall asleep reading it.
Would be good to have a very clear trading update at the AGM and also a ROM forecast, with a defined timeline (linked back to AA’s 250,000 comments)….. I really hope the numbers below are cycled as someone mentioned, otherwise the volumes appear quite weak.
Mine sent direct via the link in the RNS.
I know someone also asked this, but to get a gauge on order traction, anybody recently purchased and willing to share their order number?
I think the recent comments have been balanced, one or two perhaps negative, but also a few on the more cavalier side. Each to their own and keep going I say….. To live in a world of overly positive must be horrible, I’m not going there :-).
Constructive criticism needs to continue, as does positive encouragement. Having one without the other misses the essence of this Board.
Deliberately being dishonest is a slippery road….
We all have to make our own call….. I’m not moving yet as I’m in a different ‘loss’ position and was always cautious of the hype and BB frenzy, this is a start up. To date the execution has been like a back street garage offering, but there are still potential gains to be had (IMO).
In hindsight I would have traded in and out more, that’s a regret, but I’m hoping this phase has gone….. slow and steady climb, driven by decisions and actions of the board, a little peak in Feb and then I’ll take another view.
I hope the below link works….. Just interesting from a price point comparison and a perspective of how CBX can differentiate themselves:
https://cannabishealthnews.co.uk/2021/11/17/the-cbd-christmas-gift-guide/
The green lobby have a place and quite rightly have a seat at the table, but oh my, is it ever a bind to hear folks harp on about not being quick enough, not picking the right transitional plan, not dropping ABC in favour of XYZ…. I hear a lot of not this, or not that, but very little constructive encouragement. Shell is one of the more collaborative players IMO, it doesn’t always work in their favour.
The Lobby community can be part of the solution, but come willing to discuss and with a good dose of realism .
I don’t think anyone has it 100% correct but I do like the willingness of several posters to give what I consider to be honest and personal perspectives. Ignore the peripheral drivel posters and then you have a quite balanced and constructive board.
Like many, I don’t agree with everything said, but it does make me ponder and then sharpen my own thinking. Top job all.
This one needs help, perhaps out if his depth….. Probably two levels higher than his experience and capability? If true, Anna should see this soon and act, she has no friends here yet!
Sean O'Dwyer
Marketing Director
Sean has spent over 10 years working across marketing, brand and sales. After completing his MSc in Marketing at Smurfit Business School, he moved to London to join Mars on their management programme. After three years at Mars he joined L'Oreal and worked on some of their biggest brands including L'Oreal Paris and Garnier. He then moved into a Head of Growth role within renewables with an ambition to combat climate change