The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Does everyone else feel that this is massively undervalued?
There seems to be massive caution around the WN result but the business is currently valued at less that before the WN well was even identified??? so even if that one totally dusts everything else surely makes it more valuable than current SP suggests?
playing out worst case (which is unlikely) and WN is an abandon it situation how low would it feasibly go considering we have all of the other assets and reasonable cash to hand?
genuine question -- if the dynamic duo know that this is going to be a massive success why havent they taken to windows of opportunity to put their every last penny in themselves? I know they both made small purchases last year but nothing to write home over given the salaries ... surely if they know its a foregone conclusion they would be more bullish with their own £££?
the amount of times someone has said this will rerate............... its a basketcase - to any new investor tempted to follow the 88e rainbow - dont bother
Noone can actually be taking this seriously any more surely??? once this gets to 50p the entire world will sell. Placing not even going to be likely now because noone would buy unless discounted to astounding level
If you are relying on anyone in the lead team to negotiate you have a worry based on the presentations .... trainwreck.
hard to see it recovering anytime soon - expecting it to be half again next friday... dreadful
As per MWG - total ****show ... hopefully they take some time to reflect and focus.
3.5p by Xmas day.... come on WN bring home the bacon to the patient Reabold army
Just a mess of a 48 hours.... BOD should be feeling pretty ashamed this weekend. Hopefully they reflect and focus on shareholder value / commercialisation of something sensible rather than chasing their own nonsense rainbow
Why this is so low compared to placing of .9 at the very least?
what's changed - massive key asset, a cluster of others in the portfolio, cash banked to fund the foreseeable, good base of II and PI, proven ability to commercialise / monetize a smaller scale asset .... is it purely impatience and maybe a bit of frustration with the timeframes (isnt this nature of the beast with all oil expl?) Or am I just being overly optimistic?
cant help feeling disappointed that this seems to have been another business on AIM that promised tons and has now seemingly gone down the track of multiple placing --- vast majority of our eggs seem to have been lobbed in one basket (which went against the grain of the initial positioning by the directors_) -- down to either it comes good at the UK site and we maybe double up or results aren't as conclusive or monetisation is more costly than expected (as is often the case) and we stick around here for a while.... frustrating.... S&S have told a couple of fibs for me in the sense of the raising price.... have lost a bit of heart and certainly all excitement for this one …. fickle Im sure but it is what it is and felt the need to vent! happy to be argued therside if anyone still thinks this has massive legs but the 'multibag swiftly' looks well gone and not even something that the directors seem as bothered about …. at best some steady gains but when the price is this level it makes it way less attractive
is it just me or ?? this seems like an absolute no brainer hiding in plain sight?? all of the results are positive and all of the evidence / signals are signposting major growth in SP … am I being over optimistic because this seems like a total winner ????????????
will see this carry on moving upwards IMO
I have a strong feeling that this is going to just blow one day --- its got a real coiled spring about it.... steady news, nothing exaggerated in RNSs, mitigated risk based on the range and nature of the projects, major exposure to a whopper.... IMO something would have to go drastically wrong to not multi here and cant see that being the case because S&S are seemingly very credible, visible, proactive and honest. Clear plan, focused boardroom, model that already shows signs of working solidly, quick return potential and loads of upside opportunity..... talking myself into topping up! ramp over.
I really don't understand the SP.... have had a few punts on well exploration / monetisation type business previously - with hit and miss success. This seems to just continually come up trumps on every piece of news but the SP rarely reacts to any major degree ? Am looking at it thinking it is an absolute winning lottery ticket - seems massively undervalued given the number of irons in the fire and the consistent stream of news / positive signalling??? Am I missing something major?? really struggling to understand why it hasn't rocketed yet?
So many exciting updates - even if there is disappointing news from one of the projects the SP still looks poised to burst based upon a proper update on any of the 3 biggies at the moment …. excited to be in here... my favourite share by a stretch currently -- put that in your ramp pipe and smoke it! Strong Buy!
My expectation is that Sp might bumble around 1.4 because for many mid / LTHs that probably represents a bag and is a trigger for sells but once the nervy investors are sold then it will just jump forward again IMO. It is climbing steadily in anticipation and on the good news from WN... imagine what will happen with anything other than bad news from either Cali or the WN testing updates.... then Parta sat behind which S&S have been buzzing about since the first mention! cant remember last time I was in one looking as good as this --- genuinely.
Im saying 2.5p by Friday
Am I missing something? This still seems ridiculously low given the potential now???? was expecting to be frozen out after seeing the RNS first thing but am now tempted to top up as heavy as I can???? anyone have any thoughts?
Monster RNS.... Reabold was a strong but even if this project was a flop..... this is going to be one of those shares that you remember.... feeling quite giddy at the prospect of where the SP might be at Xmas