Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
Maybe the recruitment of Stifel specialising in M&A, have to do interest from Haleon. The following is from last year, when Haleon expressed interest in acquisition mentioned in the same paragraph as it’s deal with Fum. Well they had plenty of time to work things out, and stifel coming on the scene now could be a sign things maybe about to happen. Obviously it’s my own opinion, but given Fum DE gel is disruptive to a big market dominated by Viagra, big pharma would want to beat the competition by launching a bid for Fum. Just a thought.
“ Haleon is yet to make any acquisitions, although last month it agreed to licence the rights to exclusively commercialise an erectile dysfunction gel treatment in the US from Futura Medical, an Aim-quoted company.
McNamara says there are “a list of opportunities where we see brand market combinations where we can strengthen our footprint in a particular market, maybe where for historical reasons we don’t have a strong presence in pain or in respiratory health. VMS [vitamins, minerals and supplements] is an interesting category and if the right assets come up, we’d certainly be open to that.”
https://www.thetimes.co.uk/article/brian-mcnamara-my-rollercoaster-debut-year-at-haleon-kvbzp833c
Allstar4eva, the rns says the launch in the 10 EU countries BY not IN April. And it’d be relentless news from now on as surely at the very least 6/7 news release of these countries deals would be on different days not all in one day. So even 1 rns per week until April would be considered relatively too many for any listed company, hence “relentless”.
It’s rich period of relentless news release with 10 EU countries to be announced anytime before April, having already penetrated and grabbed 20% share of the U.K. and Belgium markets. This is very significant penetration, pun intended lol, for a new comer into a market dominated by viagra and others.
“Looking ahead, Futura anticipates further global expansion with more than ten country launches expected by April, surpassing initial forecasts.”
The quote is from last year Times article. it talks about Haleon being interested in acquisition. It also talks about the consumer health sector being ripe for consolidation:
“Haleon is yet to make any acquisitions, although last month it agreed to licence the rights to exclusively commercialise an erectile dysfunction gel treatment in the US from Futura Medical, an Aim-quoted company.
McNamara says there are “a list of opportunities where we see brand market combinations where we can strengthen our footprint in a particular market, maybe where for historical reasons we don’t have a strong presence in pain or in respiratory health. VMS [vitamins, minerals and supplements] is an interesting category and if the right assets come up, we’d certainly be open to that.”
Johnson & Johnson spun-off Kenvue, its consumer health business, in May with a listing that valued the owner of Neutrogena shampoos and Johnson’s babycare products at about $48 billion and made it the biggest initial public offering in New York since 2021. Last month analysts at Bernstein speculated about the possibility of Bayer, the German group under a new chief executive, considering strategic options for its consumer business. And Bloomberg reported in January that Haleon was in the early stages of evaluating possible large deals for the medium to long term, including a combination with Sanofi’s consumer business.
Again, McNamara won’t talk specifics, but will say that “it’s a fairly unconsolidated industry so you would expect there’d be consolidation over time. The question is what’s that time frame look like? And I think that’s what’s hard to predict. It’s not necessarily important that we’re part of some industry consolidation; it only matters if it really would create value.”
https://www.thetimes.co.uk/article/brian-mcnamara-my-rollercoaster-debut-year-at-haleon-kvbzp833c
The rns says they will launching in the rest of the eu market soon , eg Spain, Italy. These result so far are fantastic, without all the eu and the US, but only U.K. and Belgium. And the Middle East, where people they have a lot of money and plenty of time to shake the mattress few times a day lol. So a lot news to be released even before the full update by April. Anyone found it hard to buy around 8:30?
My post below was sent incomplete. I meant to add 30% discount is completely unjustified even in this tough market for capital raising, 15% at most would have been more than enough. Is also Al Sisto personally benefitting with some brown envelopes in some tax havens island, or promised a directorship in one of the cos he intend to sell tern cheap to? AD let alone, Space X deal with Wyld will more than multiply current tern valuation. As such one would have expected a premium paid price not 30% discount. TenEleven recent involvement is a vote of confidence, having taken Darktrace to $3 billion ipo valuation. Al Sisto should change his name to Al Capone. Maybe a barrage of emails of complaint of his mishandling of both this discount but also the huge reduction in our stake he sold to TenEleven, is warranted.
Oh my bad, thanks Brokeandafool. May I should check daily on my investment lol. my apologies Wanaka. So what do people make if tern now? Should ne write it off? But then Ten Eleven Ventures have just taken a significant stake, having taken Darktrace to ipo valued at £3 billions.
Ten Eleven Ventures
Wanaka, where is the evidence for your claim of the seller? Don’t you think it’s a serious statement on your part which warrant link to evidence. Some newbies might panic and sell as a result of your post and maybe to see the sp more than recover in light of the new institution shareholder who took Darktrace to £3billions IPO.
Matt le funk, silly point you make really. The share price has fallen over 900% for no reason other then bear markets affecting all smallcaps, considering the excellent progress by polx. So by your logic, we still have 800% to catch up lol
Optibiotix with similar update from 6p went up to 30p where it still is. POLX is more promising imo. The update state the product is with Philips sales team, ie it has been approved by the technical team/R&D, so news of a commercial deal could land anytime, not to mention other hospitals purchases announcements.
Polarean receives first de novo order for XENOVIEW MRI amid growing adoption
https://www.voxmarkets.co.uk/articles/polarean-receives-first-de-novo-order-for-xenoview-mri-amid-growing-adoption-07afac6
Well they have enough capital til end 2024 the rns.?considering the various hospitals & Philips that are trialling XENOVIEW they hope to have clinched some commercial deals by then. A year is long enough with these discussions & trials already going on for longer than that, so they may not need raising finance from the market. That’s how I understood the rns, reading bet the lignes. All imo
Never seen a share like this one, every time they announce a positive rns the sp goes down and by a significant %. Very weird…..unless someone is manipulating the share price for takeover, the tech being unique.
“taking bookings of SEK 41 million in this quarter. This more than doubled the order book of the whole of 2022 from SEK 32 million to SEK 73 million at the end of Q1….. At mid May the order backlog stands at SEK 91.5 million.”
https://wyldnetworks.com/directus/assets/ac46217e-e174-4b33-86a5-68c59b97f4f5
Katstrangler, Musk for fun and his ego splashed $46 billions on Twitter which has no relevance to his businesses. Wyld tech is a must for his SpaceX. Why wouldn’t he throw few $10s millions at Wyld to take it over rather be hostage to others’ fortunes?
Also Go read Wyld Q1 result, income more than double vs the whole of the year 2022…and by May 2023 it nearly tripled, results of Q2 due this month should be very interesting indeed. Yet before that we should hear developments with SpaceX, and maybe even a tweet from Musk as he likes being on the limelight. What did his tweet on doge coin do to its price, 12000% (???) in few days lol?