The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
It went down a minuscule amount. It still held well in my book, given the performance of other companies today
Don’t want to jinx it, but VOD holding up quite well while many have taken a hit today
Definitely take your point. There are small companies out there that are loss making with hardly any sales that have a higher MC than us. For us, the recovery is still in its infancy. Perhaps the market wants some sustained positive results before a rerate.
I think we’ve done fantastically well given the Lisa of the major contract and the current market conditions. The BOD sound buoyant about the future prospects of the company. If we can show profit in the half year results, then that should be acknowledged by the market. I think the SP will start to grow, albeit I think it will be slow at first. However, with sustained positive results this company could move like a train with some decent momentum.
In 2/3 years I don’t see why the company can’t be at £15/20mn MC if we stay on trajectory. So, no reason why we can’t be at 15/20p…not ground breaking I know, but still good money to be made in time.
TB is heavily invested and the IIs are still invested. If they didn’t think they would make money on their investment I say they would have left by now.
I think we’re at the bottom in terms of MC and SP. I think the only way is up now for us.
Take your point.
I think the landscape has changed somewhat with the events that have taken place this year (Ukraine, inflation etc).
I think this will ultimately hit our bottom line. However, the director buys took place while Ukraine and inflation was going on. Therefore, I believe they must have been relatively confident irrespective of those factors.
It would be nice to receive some positive news. Obviously, the accounts that are due will give us that update we need when they land