The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
What if copper price hits 15k a tonne.. you would easily have a 3billion pound company.. at production of 25k tonnes a year, or double the production rate and put copper price to 10k a tonne.. 275m annual profits at a multiple of ten
Https://twitter.com/ReutersAfrica/status/1730476867117863264
That was best Web cast in a long time, can see a clear plan to what the team are doing.. despite the poor comms, money talks.. once the earnings Start rolling in, the share price will take care of itself..
Based on what JLP have committed, they need to produce around 800 tonnes per month from Jan to June, on an annualised basis that is 10k tonnes minimum for FY25.. key that this is confirmed and delivered
The finance deal must be 95pc done.. why would businesses award HARL contracts if there was a questions over their financial viability. Multiple billion pound businesses don't enter into agreements with businesses about to go bust.. it just a question of when it will be announced
I believe the current state of the market does not price in future potential.. its based on last earnings.. that's why we have an opportunity at JLP. The share price will correct after every growth on £ earnings and cash,otherwise will do nothing.. A RNS like the one today a few years back would have drove significant sp appreciation.. today nothing..