The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
It these were on NASDAQ £10 or £70m market cap no issue and could go even higher
The margins can be 20% so if they get 5 of the 2 markets targeted that is sales of �1bn at 20 % = profit of �200m at a p/e ratio of 5 is �1bn but realistically pharma juniors can get 25 p/e work that one out It all down to the success of the first product very soon if accepted then sky in the limit as confidence builds for the next launch and so few quick products coming to market and the advantage of generic is it is available to 3rd world and poor counties so market bigger It is a risk the 1st product needs to succeed but with the calibre of scientific brains onboard it is highly likely and the World and peoples lives depend on success and then price becomes irrelevant so even if they make �25m profit and a p/e ratio of 40 on success �1bn price tag is going to happen Failure is 0p but why did TW say this was a dog 9 months ago does he have a Phd in medicine?
Waited in suspension 12 months can wait 2 years now for a �1bn t/o by big pharma that's �2.50 share price with the calbre of the board and far advanced with first product so cash generative soon No comparison with ctag this is pharma and just 1 hit will see the big boys all over us. Locked in for 18 months as they know the potential
Keeping the bid high and offering low for small number of shares whereas you can sell 500k+ for 0.002p more so must need quantity to fill large orders wrong really if people set sell limits just lower the bid to smash and grab the shares
Anyone think with the dealy in news the merger may not proceed if ads are banned and fobt stakes cut to "£2 wo would pay to buy the 450 shops? Any thoughts or is it too far advanced or will the bidder just keep knocking th price they would down?
I have been in a suspened share before but this is exciting bought in just before and when I was the red dot thought the worst but these guys have shares and want to see a hug e return could easily come back from suspension multiples of 4p and funded for 2 years and not and AIM share makes a big difference This could get to 20p 50p £1 if things pan out They have a plan and in the right sector at the right time no debt low oaverheads and money in the bank and with the directors holdings will want as little dilution or positive earnings enhancing dilution Its a clean sheet of paper and if add ons would not surprise me as NOT AIM listed if they do not in 3 years go for a £1bn business and we are all locked in at the infancy worth just£4m so could be a 100 bagger who knows but all to wait and play for imo
If you look back IanB I was first in 2 years ago at 0.11p and that is the likely price or 0.12p for any bucket shop placing if they don't burn cash why do they not say what the cash balance is and if it's such a great company I do not see the job for CEO vacancy on the Michael a Page web site maybe after all the goings on with the previous folks no one will touch the job as no hood if you don't get paid
I no longer hold shares here thankfully sold out in mid 30's but these results are poor sales should have doubled with the new account of week they spoke about and it there s vie sky no organic growth even a decline and no mention of cash flow or casino ash who's es website no longer functions The new CEO seems elusive no news yet no wonder if this doesn't happen soon this may end up nowhere and I see DW has a negative posts hey need to say what is their cash position are they collecting receivables or is a desperate keep the lights on placin ahoy?
with only 30% in free float only small buys push this up and with the CEO holding 30% and Adam Norris ex buyouts Hargreaves ayear from the sky really is the limit say they take a 5 year view on investments and thow off £600k a year from buyouts it could get to 50p in no time its a changed and aggressive investing animal
Adam Norris formally a founder of Hrgreaves Lansdown owns 20% of the shares now he knows how to make a bob or 2 form fledgling companies This is a business with costs cut cash in the bank and a diverse portfolio and could be a long tem multi bagger its only valued at£3m could with sales of businesses each year become a major player and no oil or gas or a mine in sight
I think with the $ rate a US takeover is the most likely outcome with such a famous brand name alone and probably 20/25p would do it
Well let's see what happens this will finally sort the men from the boys
This is now high risk more TW revelations possible Nomad resignation and that means suspension again I have found a gem up 100% in 2 months while here is just an out and out gable
Yes could easy go to 20p when the herd arrive but let me put more in first I think we gave 2/3 weeks before results then I do think it will fly the do read looks big enough to put the day traders off but it's not big if you take a longer view gone in 2 days
This has so few share in free float that £5000 of buys has sent it up 17.3% amazing Think where this will go when we get news and results showing we are back as a profitable business
Agree this is a 3 year growth story not a trading stock and one where it could see a gradual month on month year on year ruse until it's a £1+ The other thing it only takes a £1500 buy to see a 0.25p tick up I can see such an investment worth multiples of that in 3 years
I see you are in here early The journey has only just begun Forget ok lies miners companies with dubious management and loss makers Here we have a UK based media business with World class management and contacts I topped up yesterday and it only takes a 50,000 buy to move these .25p At 10p they would be valued at £6.5m but I think in 2/3 years they could be £1/£2 with a value of £100m stil peanuts in thus sector and how many loss making Aim companies with m/c of £50m plus loads
With a man as able as Chris Ingram at the helm and if they were 30p only valued at £21.5m must be bargain of the century and given 3/5 years could be worth 100m he has done it before and got and new head on board and with all the contacts in Media you could wish for at 71 may by 75 have done a 2nd success ready to sell Well worth following and Chris hold 26% so few in free float even today 100,000 buys sends it up Imagine if it became a mid cap at £250m that would be £4 a share and I am sure dilution may happen or a R/TO but dilution is not is his interests so I will watch with interest and results due soon
Some people talk as if he has been sent by God He is a life Peer no better and nor worse than Mr Razzell and saying PJ is clever and calculated this could be good or bad in the word calculated The jury is still out on thus stock as Will not be investing sgain until more transparency is seen and we see the back if certain people
The latest on Box from TW will drink thus ship like the Titanic You were warned and I no longer hold share but look at the Directors MC management all shady stuff look at their re ord PJ and rhe millions of pounds lst MDC delisted other ex directors convicted if fraud it stinks and its drinking no one will do business with a Plc that could collse in 6 weeks The whole thing is a mirage