The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Wonderfully polarised board here. I don't see myself in either camp particularly but I have taken a punt on the Turkish prospects. No opinion based on past performance but I hope this does well for any long suffering holders.
Agreed! Been reading this board for a few days (years actually as fully familiar with the UKOG tale) and it's understandably negative. However the contrarian in me says it may be worth a nibble now on the basis of the Turkey drill. The open offer is just that, an offer that can be ignored as it will be for now unless news from the drill propels the price such that it becomes attractive again.
Fools are 'extremely tempted' now and think price may soar near term but not buying until further evidence of Helium. Fair enough but this is why we speculate in these high risk stocks, for the potential success case!
Just pandering to his audience. His 1% of portfolio could be a decent chunk for all we know & he's still in. It reads like a guilty punt but you'd expect he'd done his research & is quietly satisfied with the level of risk, he just can't be seen to be promoting it!
A brain & a pair of nads I'd expect. Good news from early stages of the drill.
Just in relation to the 'Motley Fool' they published an article on 31/5 tipping HE1 as one of three shares to buy in June so I'd take anything they say today with a huge dose of salt! It's their MO to cover all bases with different journalists on different days. Meaningless generally. I'll take my chances with a potential 5X thanks!
So much experience and research gone into getting to this potentially transformational point, exuding confidence right now!
Welcome 'baws, excitement is starting to build again I'd agree and is understandable given the proximity to drilling and potential short term catalyst for share price growth. There'll always be those pishing on the parade for whatever reason but a healthy does of cynicism / realism might curb some enthusiasm. Not here though, this could be a titan, bring on the drill and stratospheric SP trajectory! Calm down dear, calm down, nurrrsssse!
Just sharing my personal strategy on this one, and that is simply to hold what I have and accumulate more around this level prior to spud. I've been investing in AIM for years and this reminds me very much of a certain GKP. Yes it's an oiler but it had massive potential and needed success from the first drill to be the catalyst. I bought in on a whim because the directors did at 6p, sold at 10p feeling chuffed and watched it sail on to 16p where I re-bought and held on for dear life seeing it rise to £4 plus and selling eventually around the £2.80 mark. I learnt from that experience and although I've had some decent short term trades trying to over strategise has often resulted in lower profits. Most recently in 88e where I sold at good profit but way too early in the cycle (do not under estimate the power of crowds!). So I say this could go anywhere from here and on success from first drill it could be huge. If the first drill isn't the success we hope they will gain valuable intel for the other drills. They have multiple shots here so I see the strategy as a buy and hold until results provide material info to base the next decision upon. Totally understand the various de-risking strategies and I've used them in the past to varying success. I also think it depends on the relative size of your investment. If you're all in here you may want to consider such strategies so that you can sleep at night! I'm keeping it simple here and HODL HE1. I hope this is my next GKP!
Makes no sense to me whatsoever wyndrum with an investor presentation coming up next week and a bank hols in-between! Then again I have a longer term outlook and strategy driven by news and events. You may be right from a technical charting position but I'll leave the trading well alone here until material news informs my next move. The only thing I'm likely to do is top-up if opportunity arises.
In high demand as you'd expect at this stage.
I agree with the sentiment but having been involved recently with 88e which had a pretty dire record historically it had a meteoric rise during the recent drilling phase. There's no history here to curb enthusiasm and it's not a binary outcome based on 1 drill so I wouldn't rule anything out. A nice steady rise and consolidation pattern would be good for the ticker but I suspect it may be a wild ride over coming weeks and months!
This is becoming a hot share so close to drilling. The volatility may increase now with each leg up as holders assess their risk appetite. Some may be slicing at this level having been on board early. It may consolidate a while whilst this plays out before next news (presentation next week). Then again the demand may push us quickly on. Personally I'm holding mine with an iron fist, I need to see this story unfold!
It was meant to go down today wasn't it?! Just goes to show you can over analyse what is an irrational market. Often best to just do your research into the fundamentals of a company, buy in at a price you're comfortable with and sitting on your hands whilst the story unfolds. Trying to understand every movement in the SP is futile.
Random prediction, results of seismic are released Thursday scuppering this self fulfilling prophecy!
You can't keep a good balloon down!
Just had a nibble to bring my holding up to a round number. Was NT at 17.98p Inc dealing costs, will probably show as a sell in a few hours time. Obviously expecting this to turn soon but happy to average down in the interim.
I guess the presentation setting out timescales has given the perfect opportunity for the price to be dropped this week ahead of next news around Easter. Low volumes so I'm holding my recently purchased shares. I was obviously hoping for something more material to accompany the presentation but was happy enough with what I heard. Sadly no funds to top up. GL anyway to those scooping them up right now!
Agreed, not sure we needed informing that the BoD are on a jolly having already been told to expect the revised mine plan around month-end as per previous RNS. Just get on with it and provide some solid, meaningful info on which to base decisions (I know that isn't how these guys work having been familiar with VAST for some time). On the plus side, it wasn't a placing RNS.
Just re-read the last ops update and it struck me almost as something they needed to get away, a necessary evil - i.e. answering outstanding questions at the margins of the asset that will help target the sweet spot for future drills. Very much looking forward to details of the next 7000m campaign and further results. Dare I say it looks to be a good time to be courting potential investors at next week's presentation!