The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Header NOT say all Sirs.. header has question mark ..as no certainty either way, Sirs
PS: Me thinks Doc83 very much like to post here for rest of his life, Sirs
Header say all, Sirs
This time next week Rodney.. You know it makes sense!
I agree with harchris that the leading product/tech we have here in a hugely growing market should put us in a strong position re term for partnering/ borrowing etc.. Also no current debt, as grshaw points out, is a big plus too.
But the current cash runway being close to exhausted is an issue in a few ways here at this moment imho, including reducing bargaining capability in whatever deals they're about to strike with Investor/partner.. and perhaps lenders too..
In my mind that's the reason this hasn't rallied more off the back of yesterdays RNS.. and indeed why this s/p has performed badly in more recent times.
But I'm still very hopeful of a strong rally when Investor/ Partner etc deals are announced in a few weeks time... and I increased by bet here yesterday a bit off the back of that sentiment...and have funds ready and waiting to add again here when the big upcoming partner etc rns drops soon..
'Unprofessional' is harsh imho..
How Semi- Professional as a compromising midground?
The Governor of Dornod Province for jail please.. not Mr Professional... ?
Header say all, Sirs
This doggy would test the patience of a Saint, in fairness
And NvS must now be up with Colin Bird in the most unloved Exec. Stakes !
But all sorts happen in this game.. and I still see this rallying meaningfully from such a 'lowly ' 1.5-2p range 'in due course'.. whenever that may be ..
...this late spring early summer, I'd hope ...
Bit underwhelming here today...
Perhaps Mr Professional not posting so far today as he('s) busy in meetings with top City money men towards putting final touches to funding a package for an epic short that he'll put in play here soon?
Please don't confuse me with nice2cu..
Glad he has been booted already.. and he might easily be someone I've interacted with on a n other LSE board, who for his entertainment, used my alias here as the basis for his latest alias, which he created this w/e, I noticed. ( Was that you Gordon Bennett for eg :-) )
Meanwhile back at the fort : I'm excited by the new dawn here.. and expect to remain long and strong wsg.l for plenty of time to come.
Best wishes to all fellow holders here
I topped up this morning .. I’m very excited about the investment that’s now extremely likely to happen here soon .. the share price collapse is way over done versus this upcoming very positive outcome imho
BAM may indeed easily go BAM, Mr Zap
Nice to see ..
PS: WelcomeBoost.. is that you Gordon Bennett?
Over at Landore Resources, Old Bill H - he wasn't old when he started on that 'exploration programme', but he's older than Mr CB now .. - has spent v approx. USD70m over 15 to 20 years proving up well what is long ago already showing as a good gold resource and may still turn out to be an amazing gold resource.. he's been trying to sell up for a half decent price for a few years now..no joy...and the company is all but gone under, Bill all but dead.. and the medium - longtermers long ago sunk - shareholders -eg me, even including a small amount of good range trading - all but wiped out...
You don't even know if they've found the Crown at Racecourse yet/already, not to mind starting another campaign on Ascot, Cygnus.. and we've already done a $10m + drilling journey.. plus a chunk more money on qualified third party models/reports etc..
Generally, Bushranger type exploration has shown itself to be too big a thing for a company the size of Xtr.l .. It needs to be parked until it - hopefully -can be sold, as currently is, to a bigger player imho
CB has already he's thinking is along my above lines.. so it's an academic debate anyway imho
The volume traded here remains utterly, totally and completely appalling -we're still talking, on average ish, 10k gbp ish a day - resulting in this stock moving up or down 5 or 10 per cent on a few grand more buys than sells or sells than buys ..
If even 50k gbp worth of buying here for a day or three my guess is this could spike 50 % + in short order..
.. and such a day or three will come along sooner or later, I'd expect.. RNS driven probably.. but POC - and POG to an extent too - keeping rallying alone might find some few with decently deep pockets willing to buy in decent size here.. and volume begets more volume...etc.. and the AIM market generally is less dead in April than it was thru winter imho..
Further drilling in BR in 2024 at least should absolutely not happen imho ..
My hope here is d4e at 25p a share is along the lines they've been negotiating on for some time now - that's a level this s/p has previously gravitated towards in big volume trading phases previously .. and is so far today doing such too... which makes me think insiders know this to be the number on the table for some time now - AND a chunk of new equity investment around that level too.. AND some small/medium asset sale alongside too..
and that would be a reasonable outcome in my mind, in the circumstances
My ask is 23.7 p now..
This is getting interesting..
Tendered holders are locked out for a few days yet.. and if the the broker buys even 50k a day every day thru the coming days into thin volume this could go decently past 24p imho ..
And some short term players might even look to buy now to sell at decently higher in a few days time..adding further fuel to a rally that could go for a while yet..
I think the MM's have wider and wider spreads these days to discourage short term traders AND to give themselves more of a turn within the spread.
Because short term traders dominating the market landscape - as per AIm generally these days -makes things more demanding/dangerous for MM's.. er in meeting their market making obligations in yo-yo/quickfire scenarios .. they can more readily end up with not enough stock on their book one day and too much the next ..or visa versa..etc.. and so it's a riskier game for MM's..
Short term traders exiting, clearly.....
The nature of AIM these days sees many playing in such a fashion, and so there can readily be a decent retrace off the back of a rally.
But fundamentals investors should start paying attention here now .. especially including Mr Fowler - hopefully - publicising this widely in the coming weeks, to get it even onto more fundamentals investors radars in the first place..(you can tell by the relatively small number of posts here that this is not - yet - a remotely widely followed stock on AIM)
When on their radar, plenty will likely see a market cap of 10m gbp ish versus the fundamentals here now as joke low.. and buy in .. and that's generally bigger size and stickier buying
IMHO & DYOR