The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I think there are just a few tired stale bulls here. For some it has been a very long wait and it’s hard to see the wood for the trees. But things are changing here at last.
The orders are coming and it will be a snowballing process.
A derisory deal and notice that Astro Zeneca themselves did not even make any comment on the deal. That’s how highly it registers on their radar.
This is basically Angle saying don’t worry we’ll do it effectively for free and hope you throw us a few breadcrumbs. £150k for six months work!? Do me a favour. It is NOT a big deal.
Newland trying to pump the SP for the next begging bowl.
Havealot - yes I think you are a bit short on research!!
Your post is wrong on several counts. Firstly You are correct they are still well short in meeting current capacity. However, once orders ramp up from multiple sectors plus new products range on stream selling to other coatings companies (!) capacity will be hit sooner than you think.
Your figure of £10m revenue to hit profit is way off the mark. The company have already stated they hit profit at between £7m and £8m.
Also, aerospace applications have completed trials and they are now starting to take orders for a growing number of parts.
There is a very substantial HCP market out there which will now legally have to use new technology to replace it and Hardide are perfectly placed to meet this need.
The future is very bright with a new proactive commercially focused board and a new CEO to be appointed. In the meantime the interim CEO is doing a good job.
Lastly a takeover here is nailed on imho at a price substantially north of this ridiculous valuation.
Win/win
Agreed. And what’s more - when and not if - this finally moves into profit amd shows growing sales it will be gobbled up by one of the larger coatings companies. Just a matter of time especially with this ridiculously cheap valuation £4.9m! Seriously? With Hardides advanced market leading technology. All this needs now is scaling up capacity which will be implemented by a larger company with the necessary capex.
Some buying today but I expect this to be much higher in the next 6-12 months min 15p
I don’t agree IB. I don’t see any particular overlap at all with Bleepa. Bleepa is for clinicians use primarily to view clinical images and form a clinical pathway. Altera is purely a digital administrative system for patient records. If you are inferring they did not not select CareLocker to hold patient records I don’t think it was ever suggested that was part of the contract with QVH. Nothing to worry about there. :)
A number of larger trades this afternoon and after hours which all look like purchases. The price did tick up which reinforces this notion.
There is a lot of news due in the short term going by the comments in the recent investormeet.
Davey - I take your points respectfully but would point out this is NOT a Bio/Pharma stock. It’s a diagnostics stock and they produce medical devices (which are in essence an App)
AGL is also a diagnostics stock that produces a medical device.
Oh I’ve thought it through alright. Many times.
Hmmmm coffee you wouldn’t have been talking so negatively a few weeks ago. I guess you e sold out and feeling a bit salty about your sale timing. I think it will be impossible to buy tomorrow morning.
Look NO WAY can you possibly interpret this as negative, seriously lol. Ridiculous.
Do you think Feedback are going to be doing this on their own? No! It has serious government backing.
With this kind of national endorsement of their technology imagine how much OTHER business (quite apart from TB) they will now win.
As for your comment about 2025 wtfc how long it takes. It’s not ME talking this is Narendra Modi talking, you know, the guy who runs India. And they are prepared to put the wonga in to do it they are not broke like our government.
Coffee
‘Are these 7uckers leading us by the nose into another massive placing?’
Tom has already gone on record to say that they are ready to scale if and when necessary in India. Just refer to the recent webcast on investormeet. They will partner with large consultancies (and I believe they have already had the discussions) to provide the resources and support necessary on the ground.
Truly this is absolutely groundbreaking transformative news. How can it be interpreted any other way? This is being supported by the Central TB Division in India which is part of the Indian government. All that said I am not surprised because I was posting all the relevant information on this board a month ago after the Healthwriters conference!