https://www.poolbegpharma.com/investors/events-presentations/
Another presentation worth listening to is the one Jeremy gave on 6th June at the Master Investor show.
Poolbeg seem to be doing so many presentations at the moment - things are definitely hotting up in anticipation of the Pol-001 trial to commence any day now. Exciting times ahead and a serious rerate due soon.
Glad it's put a smile on your face Odonnell. It's what keeps the world spinning so fast!
I think your imagination is running wild Chickenshop. Odonnell is completely harmless and has the right to post as much as anyone else without unfounded accusations being directed at him. I can't help feeling you're the one who's playing games!!
Who's playing the game and what is it? Can anyone join in?
It's just a trader's share, not an investor's in the short term. I discovered that a long time ago. Look how quickly it went from 4.5p to 8p and then back to 4.5p again, and for no reason regarding company fundamentals...it's crazy.
I can't believe Seed has a market cap of £9m with all the progress it's made. It's selling £10 notes or more for a fiver each!
Good post Smeeno, good to have a rational, clear thinking poster for a change! The market collapse has played so much on people's emotions that unfortunately it's clouding their judgement in many cases. DVRG has so many irons in the fire, and each one is growing at a phenomenal rate.
GB doesn't need to respond. It's really not rocket science. We're in the worst bear market since 2008 hence sps are nose-diving across the board. Despite that GB and his team are making fantastic strides in growing the company. The sp will eventually catch up.
It seems as if the chat board is getting hung up on reimbursement codes and other issues to do with longer term revenue opportunities, when we should be focusing more on near term revenues which will make AGL highly profitable.
Andrew N in his interview with Sarah stated that gross margins from current research work is in the region of 75%, and that pharma services near-term revenues would generate significantly higher margins still. It seems clear therefore that AGL doesn't need to generate a substantial revenue just yet to be profitable. AGL has at least 5 pharma companies it is in discussion with, and Andrew stated that revenues from those pharma services would easily cover our current costs, so I see the potential for AGL becoming cash generative fairly soon.
I've just watched Andrew Newland's interview with Sarah Lowther, and as a long term shareholder of AGL just wanted to share some thoughts. Andrew has given many highly impressive presentations and interviews over the years, in which he always sounds very impassioned, committed and professional. This interview was no different. What really came across in this interview however was his complete honesty in stating that altruism and wanting to make a difference to cancer patients worldwide is his motivating force in wanting to commercialize Parsortix, not making money. He also made it clear he would like long-term investors onboard rather than day-traders and hedge funds. Whilst I recognise that this message will not sit well with many AIM investors, many of whom are out to make a quick buck, and have probably jumped on the post-FDA clearance bandwagon, those of us who have followed the Angle and Parsortix story since its inception will realise that his message is actually two-fold: that Parsortix can and will revolutionize cancer care but at the same time presents an enormous unlimited commercial opportunity which will reward investors long-term. Andrew has stated that short term revenues with margins of over 75% will initially come from pharma services, followed progressively more revenue generation over the years from further collaborations with companies in the liquid biopsy space. The recent sell off post FDA clearance is over done in my opinion and reflects the short-term outlook of the AIM investor mentality rather than the longer term capital builder type investor.
Many thanks Wally, really excellent summary as always. Much appreciated.
Thanks Smeeno, great post and very reassuring.
I agree with Timber. Good article Silverfox. It's refreshing to read about facts and figures for a change rather than petty squabbles all the time and finger pointing. The core business is very solid as you pointed out, profitable, growing and with a substantial cash pile. I think the core business is in safe hands with Mo. The spin outs will come, but they take time. Cathal is deliberately keeping a low profile this time, having been accused of over-egging in the past, but I'm sure he's pulling a few strings in the background and getting deals done. News on spin-outs could come any day now.
Am absolutely delighted with the long awaited news. Many congratulations to all the team at Angle. What a fantastic achievement. This represents a complete paradigm shift in cancer diagnostics and treatment which will benefit millions of cancer suffers for years to come.
Muggins, this presentation was always intended to be an introduction to DVRG largely for new investors attending the show. If you want detail you look at the RNSs as always. Take at look at the RNS of 11th March for details of orders and what to expect. £5m for Q1 alone just from MW division. And then there are the STC sales. Clearly Gerry's not going to put out an RNS for every STC purchase, but what are they if not orders?? Huge amount going on behind the scenes in terms of rollout preparation, which has already been mentioned on so many occasions, in interviews, RNSs, presentations etc.