The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
they are the sort of folk that if they won 10 mill on the lottery would complain becasue it wasnt 20
for me the fact that vast have hired professional specialists to run the operation is a huge move forward...so i've been buying more...yes we'll get problems but i'd rather have a team of experts handling those than AP and his mates.....
but the share price is moving, and we do have cash flow, and vast have told us when they will release the numbers.........we might not be happy about the dates but it is what it is.....
bottom line is, we have a bottom line..and as long as we keep generating decent cash flow we will progress......
and the market only cares about numbers.......mickey mouse could be running the co for all the market cares...if the deal is right they dont give a stuff who they make it with......as you might have noticed that no matter what position vast was in they always managed to get a placing away.........simply because they can make money from it...end of
bit of a sad old bb this is......whinge moan, moan whinge.......i guess you could take any minnow on Aim and find a whole raft of issues one way or another........still a way to go for Vast but at least we're generating cash and we seem to have a decent team in place to run BP..thats a massive improvement from a year ago
as for AP its all been said..thing is if you were in his position would you look after yourself, family and mates first or would you focus on fickle whinging pi's...and i know what i'd do.........
get real guys
fair comment..who did the last plan? who's done this one.....i could draw up a mine plan...it would be total bolloc** but a plan it would be.......
as for the numbers...lets wait and see......i believe nothing AP says........so i'm pretty sceptical to say the least......could just be the usual AP BS......
maybe they didnt actually know what the problems were......technical problems generally need technical experts to evaluate and identify them properly.......maybe, just maybe vast have at last recognised this.....
sure, but lets not forget that we are generating cashflow, and mines need investment and they need to maximise potential.........i know sod all about running a mine, presumably with the new appointments AP is acknowledging that he doesnt either...i'm assuming all this review stuff is a direct consequence of the new guy coming on board...if it is then great
we're getting updates its just that the updates dont seem to be quite what we want.........cest la vie huh
someone took their eye off the ball thats for sure....plus whoever is doing the forecasting for these guys needs a kick in goolies and pronto..hopefully the new manager will get this back on track.......sometime...no wonder AP decided not to provide production updates........i do get the distinct impression that these guys dont quite know what they're doing....we're now going for a more mechanised approach...what will we be doing next month..robots.....
i'm not selling i'm resigned to seeing this out to the end whatever that might be.....but next time i see AP he's going to get a knee in the bollo**s..this is just not good enough...not by a long shot....