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The FDA should hang their head in shame. The post covid world is crying out for this technology and they’ve had every opportunity to address any gaps in their apparent “collaborative” working relationship with POL over the past 18 months. However, we should reflect that a year ago we were a year away from the FDA decision and the SP was 50p with still a huge amount of work to be done. We now have a SP of 40p with significantly less work to be done by comparison and very likely far less than a year away from a decision. Hopefully less than 6 months. It sounds like the FDA are broadly ok with everything other than the specified modifications. Albeit we don’t know what those modifications are yet the tone of the RNS suggests they’re nothing significant. So today’s fall in SP looks like a huge over reaction. Expect a swift rally back to fair value which is well north of 40p

Very reassuring interview, “questions from the FDA have tailed off significantly now” would suggest their previous requests have been satisfied and also seems Bracco have given very useful guidance based on their experience of making numerous regulatory applications to the FDA and elsewhere. Certainly no hint of any potential delays in that interview

Yes some positive news also within the RNS BrokerA and with the share price down 18% in the last month hopefully some of today’s news is already baked in. The long term story remains very much intact.

PaulFG If everything had already fallen into place nicely we wouldn’t have a market cap of just £18M. A very promising picture is developing here and patience will be rewarded. The 30% rise in SP in past couple of weeks is a sign it’s starting to attract investor interest.

TB has to be guarded what he says outside of an RNS but I thought that was all generally pretty positive, especially with regard to the Little Deer exploration asset which, on its own, is surely worth more than the entire RMM market cap.

HH I think it’s a bit harsh on many of the posters here to criticise their enthusiasm about the number of positives starting to develop. The majority of investors know it’s an exploration company, and yes, it’s a long long process, but look at the market cap versus the assets and then take recent activities into account. The current share price has virtually none of this baked in as it’s been significantly oversold due to negative sentiment prior to these developments, and indeed across the sector. That can also soon turn. The investment risk/reward here right now is outstanding

From ADVFN board: “He has reduced his stake over a number of years. In 2019 it was 6,6%, so this is nothing new He was President in 2013”

Once again I like the wording “frequent interactions with the FDA” which suggests they are still working very much in collaboration and hopefully increases the likelihood of a positive outcome

We have been stuck in a range of 83p to 88p for some time now. Is anyone else wondering if Bracco are using their 7.6% stake to keep the share price in this range so as not to lose the “set”
premium of a pending takeover offer? They did the exact same with Blue Earth Diagnostics having initially joined the Board (like with POL). Actually hope this is not the case as once we have FDA approval in October fair value should be somewhere north of 500p

I think general poor sentiment on small cap stocks has kept a lid on this of late but we are so close to FDA approval now that this could start to work to our advantage as investors will see this standing out as such a great opportunity with few, if any, comparable alternative investment propositions. 90p looks set to go this week and 100p plus surely during August. House broker sees current fair value north of 130p but POL’s groundbreaking pulmonary technology, and captive global market, presents a great opportunity to go well beyond this, and quite quickly. Some analysts say this can bag x10, even x100. I’m completely confident of x2 in the relatively short term, such a compelling risk vs reward play.

POL covered by Justin Waite in his “Potential 5 Baggers” video out today (from 19m 35s). Basis for that prediction is well summarised and potential for both US and global sales could/should take it way beyond that. Very little downside from here surely now https://www.youtube.com/watch?v=60BNjiB9wdY

Thanks for the clarification Spero. It’s good to see the new leadership team really starting to make a difference after navigating their way successfully through some challenging production and financing issues

So this shortly to be producing copper mine, with extensive exploration assets, is valued at just 32M? That’s less than short term annual revenue targets. Which bit comes for free then, the copper mine or the exploration assets! Don’t think I’ve ever seen such a disconnect between true worth and market valuation. Seems the re-rate is underway though, this has to be one of the must undervalued companies on AIM.

On the other hand, as some have already mentioned, it’s highly possible these warrants have already been forward sold. The spike up to 33p on the morning of the financing RNS had a definite feeling of being heavily sold into which, given the long awaited positive news, seemed bizarre. Then the following days took us back down to 28p, then the selling seemed to dissipate and we rallied back above 30p. If that’s the case, the brakes could finally come off next week.

I agree, this surely signals positive sentiment within the company towards the upcoming FDA decision, both the employees willingness to adopt this remuneration structure right now, but also POL’s decision to implement it right now. Not the type of activity you would expect if there was any element of doubt or uncertainty.

Great post Eatstocks, I think the 25 ‘recommends’ speaks for itself

NSCI mentioned on today’s Zak Sunday Roast podcast on V O X (6 mins in). One of the guest investors has a price target of £25 within 18 months. Sorry can’t post link as V O X links always fail but it’s easily found :-)

And how similar were those scenarios to those of Polarean Threeskins? I’m guessing perhaps it/they involved a drug as opposed to just a device? If it was a device was it already being used successfully in dozens of hospitals for experimental purposes all over the US, some of whom had ordered a second device due to its resounding success? Was it a drug/device that was desperately needed to serve hundreds of thousands of patients suffering from a post pandemic disease (long covid). Polarean have also been working in very close collaboration with the FDA over the past months/years and apparently satisfied all requests for further information along the way. Yes, nothing is ever a given, there’s always some risk, but in all the years I’ve been investing in this sector it’s as safe a bet as I’ve seen.

PJM - most of the afternoon trades were buys incorrectly classified as sells which often happens when there is a narrow spread. There was a seller earlier in the day which then cleared. I agree we should be much higher than this with FDA pending, but am confident we will see positive momentum from here.

Share prices are very forward looking. If the company has enormous potential the share price won’t wait until we are turning a profit before pricing in the potential. £3 is far from optimistic.