The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Do people even stop to think before they comment....
I haven't posted before but I read regularly. If not sometimes just for a laugh. Personally I don't mind all of expat's views as we need someone that takes the other side of the fence. Even though I may not agree with everything he says, he still does push the other side and there are a lot of posters that definitely take the other extreme. Probably posts a bit too much for someone with so little in the game.... ;) Still happy to read his posts as it doesn't affect my decisions and I welcome all opinions, for and against. I've been here for a few years and therefore I'm at a loss ... ha! However, I am also optimistic.... rightly or wrongly. I know what expat is getting at when he talks about commercial viability, more specifically around the ENVIA plant as it never made got to its full commercial viability before the insurance claim.That being said the F4C has a lot of milestones or objectives that needed to be met before each phase approval; which included commercial potential and demonstrations. So there are lots to be positive about! The reality we all take risks when investing, even more so on the AIM. This is a punt and one I'm hopeful and optimistic we'll see 10p in the future.... although when this might be is at the mercy of the market. The reality is no one knows and expat is right in the fact there are still a lot of hurdles to overcome; although I don't think this takes away from looking at this with positivity as we're over the first few. Just to add I don't have any prior knowledge in the industry or am I an experienced investor. I've done what is really a little research (maybe more than some) and am taking a punt at this as we all do. As everyone says this is just my opinion.My fingers are crossed and as I said I'm quietly optimistic for the future. However, this one is a marathon and it's a long time before we get to the project commencing.If you haven't already then read the F4C guidance document then make sure you do. It shows what VLS has had to do to get where they are and gives you an idea of where the company is currently standing, link below.https://d1v9sz08rbysvx.cloudfront.net/ee/media/assets/f4comp-guidance-doc-v21-(final).pdfBest of luck all!
Issues again Gamma - just as SP was looking strong
I'm not hugely experienced or a massive share holder but have a few k in this one. It's articles like this which is a great read for anyone holding. It's the research that you do in a company , folowes by articles like this that makes me feel like the risk vs reward with this one's worth the risk. Yes they have high costs but if they continue with their continued ambition followed by more contracts and partnerships then surely in the long run this will be a no brainer. Especially at this price! I'm with others in that raising funds isn't a bad thing... for the right reasons. However, i'm not experienced.... but in my view I'd rather be in it, than out... happy to hold. I have a good feeling about Velocys. From the research and news around the industry, it's all very positive. I feel it's not without it's risks but happy weighing up the odds. Looking forward to seeing where we are at this time next year. If SP drops I'll add a little extra... just a little as you've always got to keep cautious... all IMO... ris vs rreward..... Fingers crossed and good luck all involved!
I think in the long run this might be a good investment. Keen to hear others thoughts. Fishing is the largest participant sport in the uk. If they can start completing with Anglers Direct then there could eventually be some good upside. Although ANG do look to be killing it. It's the uncertainty of the short term and if the buisness is focusing on what's important. I'm still not sold on buying up fishing stores. I just hope that online growth is their focus. I buy most my fishing gear online. Although there is nothing like popping into a fishing shop. Got a couple fishing republic stores not too far from me and still not popped in yet. I see they are getting top in a number of results via their google ad words which you would assume is a good investment and shows some focus on online sales. I bought a small amount here recently, I just wanted in! I will look to add especially as it's looking like more of an attractive punt. I'm hopful this will be a good shout in the long term. I'm not an experienced investor so I may as well invest in something I love... fishing! I know the hughes from zeus capital and also adam kamani the son of Mahmud kamani both have around 4% holdings so you would think they see the potential too.... who knows....
So this is for comparison? I get that but just do a few random impartial google searchs for fishing gear. You'll see why they're up their and FISH isn't. It's a very competitive market and ANG are killing it. I would love to buy into ANG but I don't see it as an investment at the current price. PE is through the roof. As for FISH..... they have a long way to go. A lot more attractive at this price but as I said do a google search for fishing gear... see who pops up first/second even third. ..ANG... I tell you who you wont find.....even at this price I can't bring myself to invest. I need to see the busness making the right moves and getting their online buisness in order. This should be a priority before wasting money expaning on expensive and risky retal shops. One to watch for me.... will take a second look when it hits 7p again.....and take punt that new management sort out their online pressence..... invest in google analytics and not more shops!!!! That can come later...