The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
If it drops below 4p again I'll be in for a top up I reckon.
I do know what you mean, though, John. The last week or so has been very odd with a steady rise based on nothing (other than month or so out of date RNSs or perhaps the end of a big seller)?
All coinciding with a post-Dyche return to form for Burnley. Sad to see Dyche leave but happy with recent results. C&B hope you're well, although if you've been to Turf Moor for the last couple of games it'll have done nothing for your heart rate!
Nice one, buysell.....thanks for that......
....or is everyone else having difficulty getting at the full report mentioned in the RNS?
What do I make of it, John.........similarly underwhelmed, I'm afraid (and I'm usually a 'half-pint full type) Too many questions remain unanswered........or, at best, only vaguely answered
Fair points John........I knew I'd be missing something......must engage brain more rigorously next time.....
Maybe I'm being thick or naive (or both) but isn't AAU's strategy to be an explorer and then exploit the assets via JVs, John? If so, then this RNS shouldn't be a surprise to anyone.....in fact wouldn't it be more of a surprise if AAU did take outright ownership?
To be fair we could have expected a slightly bigger fall, perhaps. Seems like the sp is holding up reasonably well. (I do realise I've just put a commentator's curse on things, now).
As for the Clarets, I'm feeling the pain too, like C&B. Hopefully won't have the blues after playing the Blues this weekend......
@john.......I do hope so. Another (quite unlikely) victory tomorrow evening and Burnley will be into the heady heights of mid-table mediocrity (well, almost).
Not much else to say on AAU (or any other stock really). Awful times and I wish the best to anyone suffering with the situation in Ukraine (with the exception of Mr Putin).
Indeed. A win...at last for the Clarets....although I have to say, it's been coming. Still a long way from safety.
All sounds a bit like the AAU sp.......an sp rise has been coming although a long way from where it should be (mho). Drifting down again today. Needs another of your inspirational appeals to get it going again, John!
Good Lord - is peace breaking out between Clarets and Rovers types! Think our number could be up this season but I still live in hope......
As for AAU, I keep asking myself have any of the fundamentals really changed (at least, in the recent past)? Whether a fan of the JV and general approach of Kerim et al, we've known about that for some time now, so the fundamentals don't appear to have changed that much so I can't see how the recent sp slump should be attributed to that. John - you're highlighting slippage in timescales (which is disappointing) but doesn't change what's down there to be discovered/mined....just when we might get at it.
My son - who is a fund manager - keeps telling me that if I've done my research and I'm confident in that research then I should be brave enough to hold. and buy on the slumps. That's precisely what I'm doing.
I don't know what's more worrying, though, the prospect of Burnley being relegated or the fact that I now actually listen to my son (only occasionally, though)!!!!???
For DJ - Go Bengals this weekend but Up The Clarets against Liverpool (again, this weekend)
Nice post, John. Couldn't agree more with your thoughts/sentiments.
Happy Christmas to all on here.
So MDV has exercised share options. As I see it he's sold as many as he needs to in order to, effectively, retain as many as he can and pay any tax liability to maximise the number of 'free' option shares.
What with this transaction and the KS purchase last week, this is encouraging and should be welcomed by the market but, as ever and as John suggests, it'll (probably) only mean the sp drifts lower (sighs)
I made that trip to Newcastle just before the lockdown in 2020. You'll need the Hubble telescope, C&B, to see the game with any clarity, given where they put the away fans.
As for AAU I almost - but not quite - give up. I just can't see who the sellers would be given the (continual good) news here, nor can I understand PG note. What am I missing?
Anyhow, I hope the trek to Geordieland has been worth it for Clarets everywhere...
Clearly, John.....
Still got a bit of dry powder left if it does go lower. If it slips below 4p, I'll be back (to coin a phrase)
Just added 40000 myself, John. (which is showing as a sell.....).
Surely can't go much lower.....?????
You wait ages, then 2 posts from VanVan come along at the same time..........
Glad to hear you're fine and dandy and enjoying a bit of down time.
Thanks for the summary too
Hi John, DJ, C&B,
Am I naïve, stupid or wrong (or all three....probably) but I have wondered for a while whether Kerim's overall strategy is to look at the JV 23.5% as a means of funding future exploration and future JVs to build mines and exploit the resource....then repeat ad nauseum with a series of JVs. AAU ends up focusing on its core strength (exploration) yet has fingers in lots of pies to fund that ongoing exploration and (hopefully) regular dividends.
On that basis, it seems a reasonable business model.......but, as I say, I may be looking at it too optimistically.
As for the Clarets...at least we scored the best goal of the day...and I still think we'll stay up, although I'll be watching from behind the metaphorical sofa (it's never been stress-free watching Burnley).
PS I often think of you John, not least when some scallywags come on criticising your posts. I can remember the days when you posted about going to the AGM for AAU and meeting a few on here. I think you've more than earned the right to your point of view which I entirely respect and appreciate. So, I hope you do continue to hang around here and don't go the way of a couple of others .e.g. VanVan
PPS C&B - from memory, think you'd not been at full match fitness, so to speak. Hope you're better now?
No idea - was wondering what was happening here. Any thoughts on the timetable here? Very frustrating.......
I'm still here C&B. Thankfully I'll be otherwise engaged fircthe annual claret-badhing at the Etihad. I'll be watching the lowlights on MOTD.
Hope you, and all others here on the board, are keeping well.
I just wonder what people's thoughts are on how the relationship with Panther might develop over the years? Is this (AAU with, in this case PALM) the model for how AAU might develop/de-risk its exploration business?