The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I don’t know. Too many Mark Bradshaws walking around on this world to find out which one. And yes, he must be significantly underwater.
It’s nice a larger shareholder is adding. Gives more confidence and you know it’s someone that has bought for the long term and not someone flipping shares at +20%.
I wouldn’t be surprised if he’s still adding at current prices.
Mr. Market can be very stupid sometimes (my screen froze).
I sure hope so. :) The AR reads as if things are progressing in a positive way and there is a future for the company and its products.
It always amazes me how much share prices can go do down and at what value the market prices a company.
Just recently looked for opportunities in equity crowdfunding and couldn’t believe my eyes. People investing in startups and ideas with valuations in the tens of millions. With no or little history. Crazy.
And here we’ve got a long existing company with a proven product, a market leader, a potential take over target. With declining revenues. True, but for plausible reasons (most importantly, a new product imo).
And mr. Market….. well, mr. Market cancan
Good to see those shares ended up in diamond hands.
Some very lucky people being able to buy at this price.
True. Comforting that they reiterate progress is being made. I’ld be a buyer today.
“After a tough 2023, I am pleased to be able to report that 2024 has started well and we are much encouraged for the future.” Nigel Keen
Positive outlook. Cautiously stated.
Cheers! Counting on a >50% share price increase to tomorrow.
BOL holders!
I could buy at this sp. Why do people give away their shares?
I can see Sentience having value. But thus far AAA holds 25% in them. And as ASLR holds 1.3% in AAA ASLR indirectly holds 0.325% in Sentience. Nothing spectacular.
I get that. It doesn't feel like the best time to buy. Yet I did. Done a little DD (not too much, not betting the farm) and feel it was sufficient to take a small position. Willing to add if it goes any lower.
If one of these companies has any plans of going public and intends to use ASLR as a vehicle who knows what the share price will do?
I agree on ASLR getting "punished" because of the Dev Clever fiasco but this looks overdone.
https://www.magic.works/
https://audioboom.com/
https://www.simplestream.com/
https://www.seequestor.com/
https://www.fast2fibre.com/
https://www.gfinityesports.com/
https://low6.com/
https://zeelo.co/uk
Websites look professional. I like the sectors ASLR is invested in.
Let's see:
19.5 invested in Dev Clever, worth? A lot going on there, very unclear outcome. I'm counting on at least 1.0 remaining value.
1.0 invested in AAA. AAA holding 32.5% in Aaqua (total mess, to be safe value 0). AAA holding 25% in Sentiance (which seems to be doing very well). AAA 's intented to buy 100% in Sentiance. Don't think that will go through. AAA valued at 500 million. No way. Counting 0.1 value of AAA holding.
Current market value of shares in AudioBooom 0.6 million.
3.4 million invested in Magic Media of which 1.5 million in a convertible note. Magic Media seems to do well. Counting it at 1.5 (the value of the convertible).
A 0.9 million investment in Simplestream. Seems to be doing okay. Let's count it in for 0.4.
A 1.3 million investment in Seequestor, which seems to be doing fine. Let's say 0.6 to be on the safe side.
A 0.5 investment in Sparkledun (Fast2fibre). Not that exciting. I'm counting it in at 0.3
Finally 3 smaller investments in Gfinity, Low6 and Zeelo, 0.5 in total. Counting 0.2 for that.
1.0+0.1+0.6+1.5+0.4+0.6+0.3+0.2=4.6.
Number of shares 123 million. Value 3.5-4p.
Feels like a very low valuation to me.
2p is a 50% discount, I'm a buyer.
Could very well be. Let’s hope we’ll be enlightened tomorrow.
Good for you! Alas, my holding is not large enough to meet up in Barbados. Saint Tropez maybe (not that I can afford staying over there).
Do believe people already expect nothing to come of Platypus. But I could be wrong, very wrong.
You truly believe so?
Frankly think good news isn’t baked in as is bad news (Platypus).
But, do feel downwards risk is temporarily and lower than upward movement would be.
Seems like low risk to me. “Betting” on good news tomorrow. GL holders.