The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Https://www.theguardian.com/world/2023/dec/13/argentina-new-government-devalues-peso-economic-crisis
Am I being stupid - 100MW order for a 1GW factory equals almost 2 months work??
Not complaining - I wish they'd make all orders subject to an RNS to keep our spirits up. But, calendar 2025 & 2026 seems a long way away.
The gross consideration reflects a 14.2% discount to the valuation of the Songs prepared by the Company's Portfolio Independent Valuer as at 30 September 2023
I wonder if that means we should think of the NAV overall being 14.2% lower than they say it is?
And today this from Edison:-
https://www.edisongroup.com/research/expansion-initiatives-begin-to-blossom/32974/
On first reading I thought - "no problem, drinkers won't stop drinking, they'll just be trading down to cheaper whisky etc.)" but I guess the same could be said for the mixer they'll be buying, and ours is expensive :-(
Crazy really. Our catalogues have done so well that we're having to make some bonus payments that you didn't know about to the original owners. So well, in fact, that we can't afford to pay out any dividends.
Presumably had we not generated so much money then the dividend would have been safe.
The upside down way the world works according to MM.
Https://news.sky.com/story/adtech-group-tremor-triggers-fresh-city-shockwave-with-us-move-12998647
" Apparently they are unhappy about what they consider to be a lowly share price."
Aren't we all?
Kevin Havelock, a Non-Executive Director of the Company, bought, in aggregate, 41,194 ordinary shares in the Company at a volume weighted average price of £10.194 per ordinary share via the London Stock Exchange.