The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
AJP. ....Anyone have any thoughts to add to this?
YES we are onto a winner here. Maybe a new contract fulfilment clause that ITX have to maintain certain minimum raw material stock levels to provide security in supply to end client customer. Very important if you are embarking on a new major reformulated brand extension into green eco superabsorbant nappies!
I think they are awaiting a catalyst for the share price to then do the consolidation and US investors marketing ....when; who knows?? They have decided they are doing it soon otherwise we would not have had the due process snd recent vote. It also will increase share demand so there must be a reason for the delay. I don't think CEO share awards is the reason because every director has a fiduciary duty to share value maximise continuously and if they dont I for one will be raising the issue to the listing authorities!
This is a volatile stock with a beta of more than 3 so can ping up as easily as it went down at any point. Just wait for the final outcome to play out. All the positive evidence we invested into may come good.
We all don't know what it is yet but, our original investment hypothesis has not yet been taken off the roulette table so it's 50:50. Rainbow party or bust. Chill
Hi Ghia and Manifesto, I think SNG001 will help LC sufferers with damaged lung tissue just like it will for COPD since those LC folks will have worse lung capacity issues (abnormal damaged tissues and scaring) that means they will be affected more adversely with ANY future respiratory viral infection eg. LC lung damage = more susceptibility like natural premature aging effects. That's my view of course but logical if LC causes irreversible lung damage which it may.
Not something not right here.....is the correct double negative statement. ;-) I'm long, strong and very happy to wait. Counter cyclical, counter oil grenn economy, decarb messaging, global warming accelerating....what's not to like in this little gem under a bushel. Can't wait until the US comes on stream after the share consolidation. It will have its day that's for sure.
Hi Verney. A few predictive texts there. What I mean is that US investors are less short term natured investors and they generally value R&D businesses more highly so its a natural path for the likes of ITX to value maximise its share capital by accessing the US market.
I think they must do it PDQ if they believe it would increase market demand (reasonably) for the shares and defend against a hostile low ball offer for the company. Otherwise they are not maximising shareholder value which is the primary objective of company directors. Just look at all the UK to US listing Transfersand dial lists as a broader example.
Correct JD but it does remove a significant barrier preventing a large mass of US investors from investing in ITX. So supply and demand theory points us to a share price accretion in the next 6months, all other factors kept constant.. if you think otherwise maybe sell your shares.
Pro.....my simple advice to you is that knowledgeable investors can also lose their shirts from time to time let alone share apparent technical novices like you. If you've not lost your shirt yet on this stock I would advise you only invest a max of say 10% of your at risk investment capital on SNG. At this price it looks quite attractive but its volatile for sure as you will have seen in the recent past and that should inform you more than comments on here...you need a portfolio strategy for this one.
Thanks Thorndon. Good searching my friend. Momentum building for sure...I like the following eco dishwasher customer review: Great product!
Review by Karen C. on 15 Jun 2022. review stating : "Great product as are all of 'Homethings'. Performs better than my previous eco wash liquid at a competitive price. I really like the fragrance free option as this has always been my preference but difficult to find. I am now getting this on subscription as will never go back to other supposedly eco products which produce so much plastic waste."
I saw some interesting patterns in my tea leaves today as most days! But joking aside its quite probable given all the prior announcements and facts surrounding SNG plus some minor background resurgent jitters on continuing Bxx.x variants arriving. One day the pesty microbes will become worrisome again its a matter of bio-self propagation and ticking clocks.
Share price up trend since April clearly tracking towards year end expected performance now. The share will also benefit from portfolio de-risking brought by new adds and increasing customer diversification. I think the pipeline looks very strong given JS comments at the webinar and not over playing it conservatively as expected. All looks great for next 12months and leverage from increased share access in USA
In the short to medium term SNG001 is a fantastic agnostic insurance policy for viral defence globally that's for sure (big economic downside protection policy) so I'm waiting patiently for the commercial and governmental traction to build...whether that's catalysed by ACTIV2 ++decisions and other freebie trials or interested parties wanting a licensing deal or a buy out..it will happen