The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Lol - thanks for the bare puns - they do amuse - wish I could think of one.
Bought 75k at a little under 10p
I find it impossible to guess what might constitute a good or bad performance in these conditions - still it’s good to have an Rns - hopefully the next one won’t be significantly worse!
Sold 20k @ circa 78p each ... holding 16k - very disappointing - I think kier is too fragile to take seriously now - the rns last week was a sugar coated turd in my opinion - positive sounding waffle with a “possible equity issue” statement somewhat jarringly shoved in there.
Nice top up - I’m rather low on cash so might have to wait for 20p - still holding 240k of these - hopefully they’ll be alright! - the wider society issues seem to be turning into quite a thing - fending off a terrible plague or just a rather nasty cold? - never had a news story type event disrupt my own life quite so much - home working - family members self isolating - pubs shut??! - anxiety about personal space evident on the streets - mc Donald’s doing take away only! - near rationing in the shops - and as for the toilet paper thing!
Interesting times again...
Just put “rishi speech” In google - incredible sounding stuff - work force bailout instead of the banks in the last financial crisis- looks like similar amounts of money being deployed too - might be strong enough to make the markets calm or at least balanced?
Sold 50k @ 15p —- crap!
Corona virus thing definitely not helpful either - but I’m still struggling to form a revised opinion after the company’s results - nav was hit harder than I expected - underlying earnings looked a little weak - KL separated out in the accounts and looking insignificant either way? — difficult...
And what’s happening to the sp — do bears get Coronavirus?
I was willing (but ****ed off) to hold while it was below £1.20 but reluctant to add - I suspect this was partly because £1.20 may be the lowest price that I can psychologically accept as consistent with my general view of things fundamentally — valuation wise I am running with £5 in under 5 years subject to risk.
As I understand it two of the Woodford managed funds are scheduled for wind up / closure this year - meaning those equity positions are scheduled for sale? I believe they have not yet been sold - a disorderly sale could make a mess of the share price for a bit? — I have been tardy with my research & monitoring so could have missed a key piece of news on that front?