The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Correct Greeno.
That's why I always roll my eyes when I see people speculating "someone knows something..." It's BS 999,999 times out of a million.
She has a lot of shares, therefore skin in the game.
Unlike your good self, LW....
Absolutely.
As she said herself in an interview - "I'm betting on myself"
As a nano stock investor, I only invest in companies where the directors have skin in the game. The more the better.
JStar, I haven't read the DFS. It's commercial sensitive so obviously won't be released.
But I am certain it does NOT say that our net present value is a measly £10M....
You can do a simple calculation yourself. We know it will cost c $2Bn over 2 years and will produce 55,000 tonnes a year.
A simple Google will tell you it costs c $5 per Kg and can sells for c $15 per Kg. At 12% discount rate that gives us a NPV of c $2.7Bn of which we currently own $810M.
I fully agree that financing is key, but that's exactly the point. When we get the finance we will significantly rerate. PIs would need to be in beforehand to benefit from that rise.
All IMO.
I don't know what to tell you guys. I am also sitting on a large loss, obviously. But I'm not worried at all.
There's so much to look forward to on the near-term horizon.
The price goes down when people lose patience and sell up, crystallising their large losses. To each their own. But I ask you, does it really make sense for us to be 20% lower than before the successful finalisation of the DFS? Really? REALLY...?
The hydrogen project IS happening. So is the solar project. If you hate money, feel free to keep harping on about the past while the rest of us get rich.
All IMO obvs.
Ramper here. I'm under no obligation to keep posting when nothing has changed. I'm still holding my shares since the last time I posted and not concerned by a random drop in share price.
I don't judge the business performance by the share price.
"However, although there can be no guarantees, all the Eurasia Board members are engaged in contributing towards a successful outcome to this process, and we look forward to providing our shareholders with further updates as appropriate."
This is a subtle change from the previous way of wording it. It used to say we're working on it but have no guarantees. Now it says there are no guarantees but we are working on it. A very subtle change of emphasis with the second half of the sentence advising on the first.
It's not much but it's hope.....
Bump to this post I found while perusing old messages.
Beast of Bodmin, well done indeed for your foresight.
Such a great rns! Very clear about what to expect next.
"Until this situation doesn't change, it's hard to see the overall downtrend/situation reversing."
But this is the key. I believe we will get financing news at some point. At that point the downward trend won't just reverse, it will skyrocket, and the people refusing to see where this is headed will lose out on multiples. AIMO
On reflection, I admit it was not OK for me to call someone an idiot and I apologise to Paleface for doing so.
That being said, I believe Naheed has all the connections and drive to complete our projects, but projects generally take a lot longer than PIs expect.
I do not agree with your assessment Spank that many of my posts are insulting and I think anyone can read through my posting history and see that.
LW, if you want a balanced board, please post in a more balanced way yourself, ie post about the positives as well as the negatives. Otherwise, balance can only be with the continuations of the status quo whereby you only post negatively and I only post positively.
I'll call this what it is too - gaslighting.
I can see clearly from the number of respective likes below as well as the share price that the majority of PIs are negative about our prospects.
Sensible investors understand that the sentiment of PIs and posts on the BB have absolutely no bearing on the likelihood or terms of an offtake agreement being signed this winter or of the Chinese entering into a JDA.
Sorry spank. I don't have much patience for people trying to manipulate the BB.
I responded that way yesterday because idiots keep saying the same stupid thing ad nauseum. So to answer your question yes there is a need to call it what it is.
It's not the impatience, it's the idea that getting rid of the person with all the contacts will somehow help things along. I'm sorry but that is beyond stupid.
I often think, why do people hang around micro-cap stocks and constantly complain that they're not mature companies yet......
Agree, Lordsidcup.
If it was easy, everybody would be doing it...
PIs generally massively underestimate how long things take and how much patience is needed. Things coming in late are par for the course.
I've heard a lot of reasons for negativity in my time, but the CEO swallowing during an interview is definitely one of the more ridiculous ones.
From the prospectus:
On 25 July 2022, RegTech Italy entered into an agreement with Supply@ME Capital plc, pursuant to
which RTOP was engaged to build and create a number of BCM modules, including "data factory" (i.e.,
data ingestion and business rule application), and, in FY-22, €318,000 excluding VAT (or €387,000
including VAT) was expensed.
IE RTOP built modules related to Business Continuity Management (BCM)including "data factory" for SYME over a year ago.