The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Missed it. Anything new?
This has been a disaster for shareholders 97% loss in 12 months. Raised £7m and market cap now only £8m. Looks like it either gets bought or goes bust. Management complacency and lack of financial nous reminiscent of DDDD pharma. Market is only interested in proven profits, jam tomorrow gets no recognition...
Agreed.
CPG is a hidden gem
Have you allowed for the fact that this is a $ based transaction?
On vox markets with Alan Green. Could be positive news next week
https://www.**********.co.uk/articles/alan-green-talks-about-revolution-bars-bidstack-greenx-metals-49d5dd7
Higginson says can’t be a a dividend as they don’t have distributable reserves. Vox markets podcast 12 mins 30 seconds but looking at other ways to get cash to shareholders. Good to hear from him that will increase payout if investment opportunities not viable
Looking at RNS, the share price look to be 30% discounted to the proceeds. Maybe they should just wind it up and give us the cash...
The Disposals value the LBE business at $25,211,739 (approximately £20.5m) on an enterprise value basis, ignoring any value attributed to the HBE business, or approximately 4.9p per existing Ordinary Share in the Company.
Agreed Looks very healthy and recent trading looking strong. Market might be concerned about cash decline and whether they will need to raise further equity to finance growth. Would be good to know current position and plans will follow up at webinar
Good to see that at least they have some more, but disappointing they are relatively small compared to the first two.
Lets hope they have some bigger fish waiting to be caught
Seems far too slow on Gorilla Trek roll outs. Concern with only £400k of cash they will need to raise funds to get through to next season
Despite great quarterly updates all year the share price continues to fall and has halved in 2022 which is very disappointing.
Lets hope they remain positive at the trading update and break though into consistent profitability. My hope is their more affluent customers are less impacted by economic headwinds and that they continue to grow their niche customer base
AgreedI continue to be impressed the managment team and given their customer base and their small % of the market then UK growth still looks reasonably assured and certainly to a decent PBT which could then be significantly increased if they get any export traction.
The 40% decline in share price this calendar year with little response today is very disappointing..
Looks like plenty more to go at.
"In China, however, the industry has been thriving. In the past five years, around 30 new aquariums have opened – including dolphinariums, marine mammal parks and large ocean theme parks – bringing the country’s total to more than 80."
Could also lead to gorilla trek license
Agreed.
Pittsburgh opening in spring per RNS, might help as a reference to firm up other zoos. Per RNS
"The installation of the 24-seat VR theatre is due to open later this spring" Pittsburgh Zoo site says summer 2022
pittsburghzoo.org/gorillatrekvirtualreality