The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Bit of flirting with the Government, in particular with key members who claim to be anti-china and you'd have a strong case for collaboration on bringing this kind of manufacturing back to UK.
But at the end of the day money talks and it won't be cheap to get this done
Another marketing mail today about importance of weight management. These seem to be every Sunday. Good stuff, love the director buy too.
I'm sure interest will start flooding in when earnings report gets closer. Or... perhaps, the insiders know something disastrous that we dont!
Going on the numbers, especially from last reported compared to income/balance statements going back to even pre-pandemic times this stock really does seem like a no-brainer imho. I am holding and wanting to buy in more at £2ish
Not sure how well setup the bowling industry is for recessions, I was a child during the last one. Anyone got thoughts regarding this?
Received another email from MHC today. Things do seem to be ramping up in regards to these new products, what with the Amazon release and now more marketing emails.
Subject of email was: "How can DNA testing help you achieve your health goals?"
Hope we see more Amazon sales this week, 5 so far I believe. Very much hoping we get an investor call/presentation following the formal release of interims in September. New timeline would be nice to hear.
Next big steps in my opinion:
- New retailers coming on board (I think Holland & Barrett, and of course any of the 2 major pharmacies with existing contracts)
- When & what are the next products
Regardless of the semantics of the deal, one thing is certain. The company will need to prove itself and probably relatively quickly.
It's a shame as things were starting to look upward for what has been a disaster since IPO. Roby & co. have been good on delivering RNS updates, but now it would be nice to see this reflected on the top & bottom line of the next set of results.
The deal is either an unmitigated disaster & major red flag or a key to launching the MXC rocket. Time will tell.
Cheers AF
Also none are showing as available with prime which could put some people off
Interesting article: https://www.gamblinginsider.com/news/17287/uk-focus-new-prime-minister-new-gambling-white-paper
I've been doing analysis of a bunch of retail/clothing firms for the past week or so. Not just LSE listed but also over the pond. So far I've worked through JD., $UA (under armour), SDRY & NXT [although Next have a lot more than just clothing bringing in cash!). I've started on TED tonight and want to get through a bunch more over the weekend inc. $URBN, $ANF, $NK, BOO, JOUL, ASOS.
Just from my brief look into the companies and their past 5 year results for each, and pulling some key metrics/ratios on the most recent updates from each firm I find SDRY does appear to be fundamentally undervalued.
It has the lowest P/B ratio of the four I've looked into so far at 1.2x but also interestingly has the highest Gross Margin at 55%, the differences aren't wild on GM but for some reason it also has the highest tax % of pretax income...
Superdry definitely seems to be coming back into fashion after it kind of went stale toward the latter half of the 2010s.. I know a few big "influencers" online are basically known to wear a lot of superdry clothing which probably does help drive some sales. Even I have bought some Superdry stuff in the past year for the first time in probably over 5! Including a very nice (but pricey) winter coat, shirts, zip-hoodie, backpack & jumper!
The Beckham dealing on reflection looks a bit messy but that's a loose end cut now and hopefully lessons lear ed. The new botique store in Cheltenham is interesting and the Superdry Sports range going after Gymshark & I guess to some extent Under Armour is a good play too.. although I still don't see many runners/cyclists using Superdry gear in the wild whereas Gymshark and UA can be seen everywhere at the moment.
Obviously I am an amateur and this is still early days into my analysis, and as always it could be entirely incorrect or poorly done. But just wanted to share my thoughts.
I haven't decided if I am going to buy yet, but that's only because I have quite the list of buys at the moment. I think I will at the very least chuck a few hundred on it at some point in the near future (assuming nothing catastrophic happens).
As always DYOR , interested to hear your guys' feedback re. my points
Up 31.25% in America now according to Google.
Very interested to know what is going on in the background right now...
Is it just me or has the price action here been very weird past couple of weeks? (big rises, big falls) deffo feels like something has been brewing in the background. No idea if it's good or bad.. but I don't think much worse can come following the horrible 1st year since IPO!
Does anyone have an archive of that link AF2018 sent of the leaked white paper?
thanks.
This price doesn't make any sense to me other than major fear over whatever the Govt. does with this whitepaper, possibly because we don't know who PM is going to be right now? Although the drop started long before BoJo was out
This company has real potential to be a mega star imho. But being a publicly traded AIM company requires you to play the game of the market, and for the AIM that means even more so.
The company has been given a lot of BOTD throughout the past 2 years for their lack of investor communication, focusing on COVID, focusing on product launch etc. etc.. But it shouldn't be forgotten Penny herself has said she doesn't care about the share price at the moment and is focusing on growing the business, which is fine, but that doesn't mean you should have absolute contempt for investors.
Here's just a list of (unlikely) things the company could do to instil investor confidence:
- Directors buying more shares
- Investor presentation + updated roadmap
- RNS about status of contracts with Boots/Lloyds, perhaps when tests release on Amazon
- Try and attract more big money or institutions to invest (like Mercia have done)
- Quarterly trading updates
- Get rid of Wallbrook & find proper IR people
- Share buyback or dividend
- Talk about, not even do, just talk about possibility of future NASDAQ or US duel listing
- Hire PR person to actually to very basic things such as using your twitter account to keep search presence & consumer confidence (200 follower account for a company doing DNA tests on me? - may make people avoid)
Question, why do you guys think people are avoiding investing in this company?
Positives:
- Cash increasing to £7m
- Wellness tests on Amazon by the end of the month
- FY results could easily be £20m+, (assuming semi-cyclical demand for COVID tests will mean increased sales in the latter half of the year + wellness tests on Amazon)
- Increased marketing campaigns in the second half of 2022
Negatives:
- Margins are thinning
- No new products until first half of 2023
- No EBITDA figure provided
Notable/Neutral:
- Hiring more scientific/medical advisors in the second half of 2022 to provide expertise on future products
- "significant increase in demand for COVID-19 lateral flow test kits in recent weeks" [Looks like the demand has only really kicked in in recent weeks]
I've never really dabbled in charting whatsoever, I much prefer fundamentals. But became interested in the story here last week.. come up with this little chart https://i.imgur.com/K8rVVwH.png - it may mean nothing and be total garbage. Interested to hear your feedback - feel free to go in, im a noob to charts :)
Was reading about him since this news broke, apparently the kid has tried his hand at 8 careers now.. still finding his feet lol
Noticed on his sponsored Superdry posts he was being called out for the hypocrisy of eating meat whilst pushing the vegan products... - looks like it's a good thing the deal was cut, I imagine at some expense
I believe this imminent update will be the third time MHC publish results that beat expectations. There can surely only be so many times the market overlook the monumental success MHC have here. Fool me once etc.
GLA should be good days ahead :)
2.25-2.35 finish would be great, was hoping for 2.5 but looking unlikely now.
Spread at 4.8% and has been relatively low all week :-)
An imminent update should be great.
I think this could be 0.8 by mid-late next week, just going by the chart.
Also the big buyer(s) is still here, always seems to start around midday I think?
In other news, mid-july is tomorrow :)