The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I’ve been saying for months when we got the news about the battery grade flake that the company should upgrade its NPV and IRR. Slightly behind the drag curve in this respect as it’s just laziness the fundamentals from the June 2020 presentation aren’t updated. Not only would it give the SP a boost but it would be excellent PR of a company that is only going one way. On a different note I would safely say the SP is now stable above the 5p mark. Dummy selling at 5.3 Looks like the shares are in demand.
A multi bagging re-rate is imminent. If I was involved in news PR I would release the Esia news first. Then onto license news. Then perhaps a possible upgrade of the NPV, IRR. (Bearing in mind I would of done this already to give the SP a boost as it wasn’t recalculated when the news of battery grade flake was confirmed). The finance news shortly after... and not long after the news of the mine construction. The dots are joining up nicely. The last update was on 10th Feb so even for the time being if the ESIA isn’t awarded then an update can’t be far off with something official.
Mercator,
The link is to the presentation for July 2020. Old news. An example of an updated EBITA/IRR for the larger graphite flakes with the ever increasing graphite prices would be advantageous to the company and its shareholders. Now we know the results are positive and towards the better end therefore a re-evaluation of the basics cannot be beyond an RNS stating new numerals from the board. Something so basic could indeed spark some interest with investors. Although I fully understand we are awaiting the news on the license etc.
The frustration seems to be getting to investors. A lot of daily sells with not many buys. There was a lot of positivity around Christmas time which seems to be vacuumed with the lack of PR. A wish washy RNS on the 10 Feb. Time to get some real news/PR out into the open with some meat on the bones.
5 fold in 3 weeks. Just shows how quickly a share price will climb. I expect ACP to do the same at some point. Some investors are worried about the mining licence being issued. I personally wouldn’t be worried until around April. However saying that I think it would be prudent if the company gave an update as the last update was in October. Also perhaps they could issue an update on the NPV. We now have battery grade graphite. The price of raw graphite is rising. A revaluation of the project would highlight the only company on the British stock exchange dealing in graphite. ( Anybody know of any others then please correct me). The PR is slightly behind the drag curve in my opinion. This company could be a sleeping giant. I’m not ramping only giving my opinion so as always do your own research.
Obviously
On 500 million at 2 percent interest per year in a high savings account (which I more than sure Total will have) is £27k a day in interest. I would also be holding the cash as long as possible if I was in their position. I believe I saw something about 10 Nov at the latest or maybe I was dreaming that?
In here from time to time. Latest update RNS. Operations stopped and Half a million raised. But hold on... the latest RNS says they will be cash positive soon. Same old.
At how quiet the CCL board actually is when at the moment it is one of the most volatile shares. So many great daily opportunities.
Of course they will Whiteghost. They will be hidden away like artistic masterpieces. I was thinking this afternoon how life could get better. Sat in the garden enjoying the sunshine. Listening to the bird song, reading the paper whilst drinking an ‘82 Chateau Batailley Pauillac. Not really being materialistic but a DB5 would be a good start!!
Spoke was half a million buy at 16.17pm