The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
The way I’m reading this is the BoDs are reluctant in opening up their assets for development. Cash is minimal and any movement towards production comes at a cost.
Again only opinion but I think the board are looking for a buyer as they don’t seem to have the ambition or motivation to unlock shareholder value.
The price of lithium makes the current MC a joke. There does not seem any support even at this ridiculous price.
Makes me smile when members post their trades after the event. I bought Jet2 at 2.21 and sold at 15. Smart? No, just lucky with my timings.
Too long in the tooth on LSE to believe most of the nonsense that you read.
Members post their profitability trades as if that is recognition and confirmation that they are smart guys. The shrewd investor but the reality is they are playing the tables at a casino
Finderskeepers
How can you make a comparison with AIM and level 3 in Moscow.
You are clearly inexperienced and no understanding of the markets. What pension fund will invest here now. They may in the future but right now the vultures will be circling to pick the meat of the corpse.
Nolupus
Cannot find a published report not long after the P3 trial but evaluation made reference to the Mauritian patients undergoing the trial and having medical care that they don't normally have. As a result any reduction in their symptoms was undetermined.
The recruitment process was rushed and for that reason I bailed just before the results were due to be released. £1.75 from memory, having loaded up between 18p and 50p. (One of my rare successes) :)
The problem with the last P3 was the design of the trial. The expectations of a 5 point reduction on the SLEDAI scale was too much and every point was a conclusion based on opinion of the Physicians.
The patients on the trial generally agreed it helped with their condition but it wasn’t emphatic enough to get it over the line.
The recruitment process was also a failure. 3rd world country where basic healthcare was just impossible to deliver. Under trial conditions they were given modern day health care and skewing any results
Leaden
'a grain of salt' that made me smile but you are quite right. Jet2 for example have their own handling staff and were actively recruiting whilst the 'penny pinching' accountant led companies were laying staff off.
Damian
Lots of brokers have been ‘bashing’ RR for quite a while. Just my opinion but they know this is a great recovery play when some normality returns.
They were using debt concerns as the main lever to justify their notes.
RR have ‘streamlined’ to a certain extent and will be stronger which will see a strong sp recovery
RR has outperformed the FTSE again, not for the first time this month.
Day to day prices are not really relevant if you intend making a profit when the fundamentals can no longer be ignored.
https://invezz.com/news/2022/06/08/rolls-royce-share-price-has-rebounded-buy-the-rr-rally/?amp
Balanced view imo and gives a good case for a ride back above the physiological level of 100p
https://www.rolls-royce.com/products-and-services/civil-aerospace/business-aviation/pearl-10x.aspx#/
May even get an update on the pearl 10 engine. So far flawless results. Majority of opinion in the news and on here are about comments that fit their current agenda. Innovation and engineering will win through, day ti day price movements are irrelevant.
7and28
UT are only shares being returned to balance broker's books. I would take the mean average of the last buy and sell 'O' trades reported at 4.29pm. That is the best indication of the true price at the close. Imo of course
When the sp is down this bb gets many ‘experts’ giving their much researched opinion. When the sp is down they drift away.
Only viable way of reaching low carbon emissions that is potentially available to all countries is small nuclear units. RR Will imo I researched opinion be the market leaders.
Capacity in the airline industry starting to recover, broker downgrade’s incoming. Now is the time to buy. Their clients will be taking positions on the cheap so ‘knocking’ RR will continue until the ‘village idiot’ can see their little games.
Amazes me when I see posters throw out random prices if valuations in companies. At least back it up with rationale or fundamentals. Is this because if the recent broker target?
I wonder who will be making money in the back if that? GS downgraded PM prices in 2011. Guess who then went on to ‘fill their boots’ with PM producers.
76p just makes you look ignorant. Everyone is entitled to express their views of course so here is my valuation after results later in the year £1.98.
There you go! Buy Buy Buy. You read it here first.
I will add my reasoning after my skipper docks the yacht in Portals Quay.
Nit even 9am yet and any news has to be absorbed and analysed. If you comment on a male mute by minute sp. then you will only end up frustrated which leads to poor decision making.
Airlines contracts for servicing will only increase now, research and development will start to deliver and restructuring will have saved over a £b.
Any report of travel disruption is a sign that confidence in travel is returning. The engines have to be checked and serviced (if needed) so it is more about the availability of long haul planes rather than what is happening at the check in desks.
More relevant to AIG etc than RR.
Seems very odd. Most buys, even the smallest of trades appear to go through at the full ask. Is there something out there already that pi's are not privy to? More advanced than EMH, positive latest study and rising price of raw materials.
I think that you must be living on another planet if you would expect to travel in 2023 at a comparable cost of this year’s cost.
Fuel aside, hotels will see increased running costs that will have to be passed onto its customers.
Even if the price of oil falls, the costs will have to hedged at a price acceptable for both parties. At the moment any negotiation is weighted in favour of the supplier.
John your absolutely right. If we could ‘read’ the trades then we would be able to make decisions to either average down, sell or load up.
Trading pattern does look controlled with all those small trades and I suppose it is to allow a seller out or to allow a buyer in at a discount.
We desperately need a holdings RNS or a news update to generate some interest and volume.
All very dull at the moment.