The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
sorry to disturb your reality distortion field. kc is a **** ceo. don't tell me about the long game, been here before most of you. think/ramp what you want - quite a lot of senseless posts btw - and i'll also enjoy my right to have my opinion and share it. in terms of selling up, solid reasoning there mate. :)
He still hasn't demonstrated intelligence beyond what the approximation of that would be by a LLM, but he demonstrated consistency at posting at a similar frequency of a sentence or two at a time, exclusively some contextual but shallow regurgitation of something negative.
Whatever you think the price needs to be, it'll be based on macro forecasts. I'm doubtful it'll be higher than PFS to stay on the safe side when going to get financing. The PI pleasing NPVs are irrelevant when it's all about getting the money to go ahead and selling out cheap to "friends".
Whether the DFS will cause a sustained increase in SP depends on the details. What carbonate price? What OPEX? Get it too conservative, and the NPV simply won't be appealing in the light if the risks. Get it too ambitious, and you'll lose credibility in your ability to secure finance and offtakes.
However, EMH, thus the 49% of said project, can be bought out cheaply, hence the concern. Can happen by CEZ, or someone else. That controlling stake is not really a problem, 49% and the shareholder agreement falling into any possible new owner should be enough to throw a lot more weight around than what KC does.
Very credible poster, somehow getting the itch every few days to start a new bombastic thread with a bombastic post with zero fact based arguments to substantiate the fixation on negativity so far.
Looks like we'll rise boys! :D