The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Harmonious.
That's a bold statement, your opinion ofcourse to which you are entitled too.
May I ask what's your reasoning to suggest Asos has potential to go under? All companies have potential to go under I guess as they also have potential to recover. But I am interested in your reasoning you think it's the former?
Regards
Looks like money was well spent on the PR machine we were told would keep us in the loop! I guess there is absolutely no news to report , a tad concerning with the June drill or drop decision looming. What happened I wonder to the activity in the data room? Anyway all will be good when Mr Yeo gives us another explosive interview, can't wait.
regardless of the election and who wins , boil is sitting on a qualified asset it , at the moment, clearly cannot sell. there is absolutely no excitement for this stock at the moment, no communication,no change. if jesus descended and became prime minister of tl , it would not make a jot of difference to boil, mr yeo has clearly mugged the opportunity to sell , if any major watched his interview they would have been s********* at his ineptitude. literally snatching defeat from the jaws of victory. i really hope i eat these words but i fear the lack of skill set from the board has been our downfall. no way should we be languishing at present levels with these assets.
We are drifting, because we have absolutely no idea what's going on. Bod are and have been for a while on silence mode , apart from Mr Yeo quality interview.
6 weeks until drill or drop decision? I hope the Bod have not played Larry Large tactics.
Hindsight trading is the golden egg, however most investors in boil have bought in on the back of the possibility the assets acquired would propel the company into a new era. I bought back in 2018 and have acquired 40 Mio plus at an average of .0011 , so as it stands today I am offside but not by much and am lucky. I could have I should have but I didn't. Purely because I believed the bod would deliver , I really believed , and that's a good thing. However , although I do believe in the assets, I have lost faith in Me Yeo, he is on a nice salary and will remain so until shareholders use their votes. I am lucky this was a punt and I am fully prepared to lose the stake, but ,if I can use my votes to stop Mr Yeo from drawing down his salary and apparent car allowance and pension , then I will. It's a real shame because I believed this was a genuine play, but as it stands I now have the view it's the classic life style share for Mr Yeo . And I applaud him for sucking me in .
Mr Yeo is just not the right person to lead now. He had done a good job securing these assets but clearly does not have the skill set in monetising them. I fear his lack of enthusiasm and charisma, as displayed in the bedroom interview has laid bare his failings as a CEO. It's probably too late now, as the drill or drop dates come ever closer , he clearly has not achieved the Jv or buyout required. I wonder how much we paid for the non existent PR company, who as I see just set up a twitter account. Oh well you win some you lose sum I guess.
After Mr Yeo's bedroom interview I must admit doubts on his ability to lead and drive this company and its assets forward crept in, the performance of the share price and complete lack of communication again in recent weeks has confirmed my doubts, I agree with previous poster he needs to go.
RichKen
With all these positive metrics you point out, and I am not disagreeing with you, then perhaps the reason the market cap is languishing is perhaps Fortune is not doing his job properly. He has not delivered fair shareholder value ,despite all these positives you point out.
Also I would have thought sharks would have been circling for a cheap takeout.
Something is not quite right at BMN, and the market is reflecting this.What that is I don't know, however a change of management might go the trick. Just my opinion.
It's Pdubs board, you should all know that by now. Leave the person alone and let the person believe in FM. Ok it's not really working out , as someone already said 48p to 4 p, but thankfully Pdub traded the share and made money , although I believe they have always stated they have never sold . Pdub is a believer in Fortune which is admirable as Pdub truly believes Fortune has delivered, it's a shame that is not reflected in market cap. But, if we wait another few years then maybe it will, if it doesn't we can wait a few more years after that. Some people on here think investing is to make money , Pdub is not a believer in that , Pdub just likes to talk , all the time, about how great BMN and it's CEO are, and that's just fine. And anyone who says different is a heathen. And those heathens are met with the full force of narcissistic and sarcastic vocabulary from Pdub. All hail Pdub .