The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
So absolute worst case scenario 160 earning for 23
And 95 provision for German contracts over the lifetime of the contract until 32.
And possibly 175 earnings and at a later date an increase in monies claimed from the German transport authority which will essentially be a Brucie bonus at some point this year.
And it was clarified in the call that there will an update on the NA sale when the results are released.
But no mention of q1 trading so we can assume that will be during the FY23 release.
Have I got that right ?
Funny because debt was a fair bit more when they were paying dividends last.
Am I right thinking it was the tranche b loan that was preventing capital distribution and this has now been paid ?
That's why I was sort of suggesting a reasonable 3x current mcap which is multiples if where we are in terms of premium, and would probably enable Cosmen to strip out and sell what he doesn't want , settle the debt ( isnt it nearer to 1 bill excluding the hybrid)and retain Alsa for not a lot.
I know this is CPI but wanted to share a little gem that I think could be a good thing over the next couple years. Good profits, excellent dividend, what looks like exponential growth forecast over next few years. Only caveat Israel gas field.
Worth a look imo.
I know this is MCG but wanted to share a little gem that I think could be a good thing over the next couple years. Good profits, excellent dividend, what looks like exponential growth forecast over next few years. Only caveat Israel gas field.
Worth a look imo.
Pokerchips
Thanks for your balanced opinion.
I guess if it takes longer, so be it. And this doesn't assume a positive outcome regarding the NA buses sale.
As long as they meet their guidance , and are generating cash, and the Germany provisions are as forecast, the increased pricing should firmly be taking affect by now, so any positive 1st quarter comments and outlook statement should really help.
But given the misguidance of the last year, and just when you think surely there's nothing else in the pipework that hasn't come out, recently something new has emerged.
Let's hope and just wait.