The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Just had an email response from JB confirming spud ceremony for Saturday and pushing contractors as hard as possible for earlier spud date.
Also both JB and DS will be doing interviews around the spud date and they are going to tweet drilling days to each target.
Very encouraging - this week might be the last week to buy if spud date is moved to Monday
We've also got the Vanji to drill as well if any of you didn't know which is the 4th target and why they raised more than they originally needed to in the placing.
15 days to target 1 15-17 days to target 2 Don’t forget these are appraisal wells Then another 33-33 days for the other exploratory wells Jb has told us we will be updated throughout each zone Target 1 and 2 have the highest chance of hitting oil Once we get down to djeno where local neighbours are pumping 5000 bopd it’s the game changer Finally we have enough cash to drill the lowest horizon the vanji I’m expecting 25p+ come then2nd target Plus we’ve got tlp 102 workovers to come
The drill bit has already cleared customs and is currently being erected at site!
6008781 was cancelled 6058781 remains You need to look back to the same time stamped trade from the same time when it was printed on friday
The two matching trades were cancelled the trade for the larger amount remains
Afternoon all. A few pointers from me on some of the stuff that’s been posted. 1. Rp is trying to avoid at all costs an rto he mentions in the ukis presentation especially towards the end that it’s 0.5m if you’re lucky so an avoid at all costs 2. The media deal involves two companies one of those a European broadcaster (sky, by, Eurosport etc) and one most likely tied to rp’s passion and connections in motorsports 3. I believe once the media deal is done and I still believe it will get done (otherwise he’s had an age to do an rto and plenty of cash to support) that cavitation and chainzy are a formality as both have director involvement. 4. Rp has confirmed to me that rf have been settled and that he is reappointing damson pr. why would he reappoint them if there was nothing to generate pr?!? 5. Why pay off riverfort when the agreement was only supposed to run till end of July? In my view he expects news on media deal to be released in July hence the no downward pressure on the share price comment in the proactive interview. 6. I’ve met rp and he is not stupid, arrogant yes and I do still believe he will turn this around like he turned around sxx Genuine good luck to all holders. Aim is a cesspit and the low volumes and lack of update from pcge has brought us to where we are now. Fingers crossed for news this month 4.
Final link check out who the approved agent is in the Middle East?!?!? http://www.mittoncavitation.com/purchase.php BINGO!!!!
#pcge Cavitation solutions is a DONE DEAL!! Francis Doherty CFO of @PCGEntplc is also listed as Director and Secretary of Cavitation Solutions LTD https://beta.companieshouse.gov.uk/company/10836418/officers … Cavitation Solutions LTD has been setup to distribute Miton Technology https://twitter.com/PCGEntplc/status/987677411100815361 … UKIS pic
Bosch Nexeed Track and Trace being used by Panalpina http://www.bosch-presse.de/pressportal/de/en/bosch-puts-a-face-to-the-connected-factory-155008.html Seamless transparency throughout the supply chain These days frequent travellers can easily share information about their whereabouts. With Nexeed Track and Trace, Bosch has developed a logistics solution that enables the freight to record a digital travel diary. The software not only shares the current location, but also regularly sends information about temperature, vibration and humidity to the cloud via wireless sensors and gateways. This way, supply chains can be traced and permanently optimized. The international freight forwarding and logistics company Panalpina makes use of these benefits. They use Nexeed Track and Trace for a transparent supply chain � not only on the road, but also in the air. On the first test route between Germany and the recipient plant in the U.S, each package was equipped with a sensor. It records regularly relevant parameters such as vibrations. At each gateway, for instance when unloading the truck at the terminal or loading the airplane on the runway, data and the location of the time-sensitive goods are transmitted to the cloud. The Panalpina sees whether the goods have been loaded into the airplane and how they are doing
From the looks of it they are keeping the TDL110 and launching the TDL fright guard along side it as a second offering. Might be simply to draw a comparitive and let the customers decide that the TDL-G is better before delsiting the TDL110 further down the line.
How easy do you think it is to raise money with a litigation dangling over your head. I'm a bull in this stock, yes I can see the past, but I've met RP and I'm confident he will deliver. If you've got nothing positive to say about this stock why do you spend so much time here?
Jax, Draft and I met all the BOD at the AGM. One thing is clear that STAR have two strategies: 1. If they win the UN tender then the business will be split up into watchlock/iota and the rest 2. If they dont win the UN tender then its business as usual Watchlock is patented and IOTA (with the likes of CropX) STAR are more differentiated and more niche in a less competitive field Alot of the standard tracking devices that STAR offer are incredibly competitive and as Michael Rosenberg the Chairman said we are in the final 2 of the UN contract (We already supply the UN so we have existing relationships which will help but not to the scale of a $20m contract) and we are up against a much larger company. Something just something has made STAR reach the final 2 and dispose of alot of much larger global competitors along the way. Also from the AGM we are very reliant on our supply agreement with out Taiwanese manufacturer which has 2 negatives 1. Poor security of supply 2. We get screwed on pricing MR said that Avi is spending alot of time and effort in trying to close out deals with other manufacturers to reduce our exposure but also whilst keeping the quality the same or better taking cost out of the product thus appreciating margins with no compromise to what the customer gets. Watchlock deal VERY CLOSE - MR said they are rushing it to market as they already have a buyer lined up.. JAX, Draft - I think I'm accurate in the above please comment if I'm not! Good luck guys and by the way I've added substantially to bring my holding to 2.2m since the AGM.
More info thrashed out in presentations at ukis
Great to meet you jax and I’m back on the beer now to try and shift my haingovet from last night! Star also looking at other manufacturing options outside of Taiwan to make us less reliant on some supplier but with cost benefits as well. Office nice was to reduce expenses and there were a couple of guys there from the jersey base. Only 3 investors there me draft and jax Impressed with the confidence of avi and as jax mentioned igor the new cfo A lot of focus going into watchlock which is patented and iot where star have more of a competitive edge I’ve added more since the agm ~250k taking me to the same as jax 2m Nothing was mentioned about working cap or placings The size of the contracts that star are involved with vs mcap makes it a very strong buy
Pleasure to meet you draft and good luck with year end. Highlight for me is that watchlock iii is being rushed to market as there’s a customer waiting to place orders Watchclock is patented and if major contract comes off company is being split between iot and watchlock as one division and the rest Watchlock gonna be massive
Arriving earlier than the investor conference to coincide with news?!?! Hard to see him talking about blockchain and bitcoin at the conference without any reference to deals by PCGE