The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Don't have a very large holding but you make circa £100 per 1p increase = 10k shares right?
Kinda gutted I didn't buy more when I bought at 25p. Happy with it and have definitely been spending the "profits" on wine from them.
What do you mean, we literally just had a positive update regarding the gold side of the business 2 days ago?
Had that have been GGP a few years ago the share would have jumped 30-40% on that news alone. This is well and truly under the radar.
Unfortunately the cash cow is in PK which is undergoing a massive stress event.
Granted this it very true however if the coming winter is a cold one, the coal price will go through the roof.
Should SA stabilise and become a more bankable country then we're likely to see a lot of upside. Regardless, both of these points provide a short to long term upside from the current SP.
To be fair - this is getting ridiculously low. We know there are specific percentages of shares locked up and not moving anywhere.
I'll likely be adding a lot more in the next 6 months. Want to see how the action in PK plays out - very concerned it's becoming a political nightmare.
Very interesting how this is falling in line with peers despite the strength of the non-GB markets. Think they mentioned something about an update at the end of summer as typically that is when the peak of the US revenues comes to a close. Will nicely align with GRID's H1 update which will look dire based on recent performance.
Given the windy weather in Ireland and the hot weather in US - can't imagine GSF revenues doing too badly at the moment. Shame GB market isn't performing but then again that's more of GRID and HEIT's problem than GSF
Completely agree - the funding was a big killer but once that box is ticked there is very little really to stop this being exciting. The JV and build as SW said are then even bigger adders - I don't see it going any lower as it doesn't need to be with the assets in the ground. Dilution/placing would be the worst outcome for the shareholders that have stuck by and not driven this into the ground.
As for Q&A - RNS cost money and is only a requirement if there is something that is market sensitive. Anything else an informal platform would be good to use. Shows intent to engage which is great as long as he doesn't screw us over.
Globalsolution whilst I appreciate the note - it's also significantly flawed.
Natgas production has got CO2 reduction in the form of carbon capture.
Solar Panels production NEEDS solar panels in order to reduce the CO2 output, currently today the aren't enough facilities in the world making panels outside of China (where everyone knows the rules are relaxed).
The next big flaw is it just looks at initial production. The CO2 emissions from solar only have transport which could be seen as equivalent to NatGas but that's it. They are 0 emission beyond that point - for the next 10-20 years. NatGas is then burnt and those emissions should be factored in.
If you look at as specific thing in isolation and compare it something else then it's not very good analysis. Technically specific the most CO2 producing (if you look at only emissions, not net absorbed) will be farming which everyone knows has a net benefit to the world.
This is pretty cool - if successful, it'll be very disruptive for the modern secretary or PA.
Would be interested in using this though - so much time is lost trying to schedule a meeting when others internally