The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
No new highs which I expected back in July or thereabouts. However, no bad news so still holding. This company is too reliant on contracts which I’m sure I’ve mentioned before which is very risky because if they don’t get any decent contracts then I’m sure this will get absolutely hammered. So, next decent contract I will sell out at least half my holding. Its all very well having a 42p price mark but it doesn’t mean that it will get there!
Without a doubt a couple of contracts will give it a needed boost and value will eventually come round. It's horrid, but, no bad news at the half way stage. It's better than being in debt and with no cash position. If you've ever 'run' a business you will understand the time taken. Don't forget, it's not always you are wrong, most of the time it's the end user seeking cheaper alternatives which is why I said in my earlier post that Petards should take over any rival. 21st Century is into transport security and alike. I could be wrong but I'm sure if one thing take over your rivals. The only thing that concerns me is that the price being so low, we could be sold out cheaply. Strong buy if it falls further. 25p seemed like a support level. Also, it doesn't matter whether any agar has risen 100% or a 1000% over the last year or so. There are shares making a loss and have risen much more than that and in debt!
Nice, but not enough for me and that's not fake news! Anyway, gritting my teeth and holding. I'm in FLX aswell just bought last week, any other cyber security firms out there worth investing in? I would appreciate any suggestions and will do abit of research. I'm not into technology, however I do know that cyber security seems to be the big thing for the next few years which is why I bought FLX and director buying recently helps. But, there maybe a better company out there. Any suggestions, I will do research and invest if it seems ok to me. However, my core holdings will always be in Lloy due to me expecting share price appreciation and income for next 2 years minimum. As for Brexit, I personally think it is an excuse for the big boys to take business to Eastern Europe because it's cheaper and that's pathetic. I expect more Banks from the Far East to set up here afterwards.
Nice rise but not enough, I'm expecting it to reach new highs within the next 2-3 months where I also expect new contracts. It takes time to win contracts with all the discussions going on behind the scene's. Sometimes alot of talking has to be done which investors do not understand. This is not a quick rich scheme. It didn't get to 25p, however , I did buy and I will enjoy the ride to new highs as I said. Dividends are nice but I prefer capital growth. I prefer dividends from the big boys, currently in Lloyds which I expect capital growth aswell and rising dividends. I'm not a genius but I do try to take a realist view. I have been hit in the past, when I first started, by oilers and miners but its the big boy Glencore which rescued me, so quality always counts. Currently in PEG, FLX, LLOY, DPP, AMC, GLEN and BARC. Risky at the moment but confident. Strong buy for PEG.
I'm not so sure about any dividend as I'd rather see the company grow. The share price is being brought down. It's only a loss if I sell so I'm staying put and will buy again if it gets around the 25p mark not that I want it to. I'm here until it either gets bought out or I win the lottery. I can see more contracts coming this year.
https://bdaily.co.uk/articles/2017/05/24/gatesheads-petards-wins-3m-deal-with-multinational-transport-firm. Looking good.
Hoping to cementing a 40p share price like I mentioned with the recent contract. With the positive agm I can see good business coming in this year. I can see the share price doubling this year, why not? Figures are all good but to me it's the thinking behind the business that takes it forward. If your thinking is good, then hopefully your figures will be good. It's time to acquire an add-on aswell. A very strong buy from me. I'm here until it gets taken over sadly, that's what I think will eventually happen unless they pull their finger out and buys their competitors.