The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
While there can be no certainty on the allocation of a grant, the Directors believe that the strategic nature of the Project within East Cornwall provides reason to be confident that some grant funding will be forthcoming. Grant monies likely to be higher than current market cap
Just reviewed the LC presentation which had also been uploaded to the SML website. I think it’s obvious LC is for sale. This will be sold before the AGM . Anyone hazard a guess what LC is worth to SML? The board now need to dispose of an asset and LC is the obvious asset as it’s the most valuable.
Mustang deal with Garnet suggests about 400m shares will be in issue. Garnet converting at 20p so £80m valuation. Bmn will hold between 20 and 25% of mustang . Worth £20m to bmn or 40% of current market cap . Bmn has legs from here
Likely to re rate towards 20p now. Orion monkey has been addressed, strong cash generation , BE carve out , cellcube listing and electrolyte plant about to start up. £500m co in the making or 10x current price. Orion converting £4.5m now at 6p which has to be the first milestone to hit in double quick time. 3 key events imminent, Cellcube listing, BE carve out and Electrolyte plant start up/sales. Mr market covered a few shorts on Friday for some mates but that won't go on while positive news keeps flowing .