The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Tell me this.......How come the only stupid, uninformed w"""krs who ever get slaughtered on the Board are Peace and I except the only two (same as above) are the only two who ever seem to call it right. A real confidence filling share price boost today ahead of tomorrow's results. At least the worshipped one has at least come clean and admitted that he's taken the p**s yet again for another year and run off with his grossly undeserved bonus. I have a full supply of razor blades ready for use shortly after 07.00 hours tomorrow.morning for anyone suitably disappointed. I was going to say good luck fellow investors but with MC etc it's calculated greed and nothing to do with luck. I hear the moans and groans already. LOL
Delano - I'm struggling to understand your investment strategy and the purpose of you reinvesting again in KMR. It's obviously openly known that I don't agree with guys like BF, Contango etc but I do respect their points of view. Tell me this - (like me) you've slaughtered KMR and their Management, and so you bailed out. Not a daft thing to do. You then claim to buy back in and then complain about the same things that caused you to bail out in the first place. In my opinion, nothing has changed so why did you sell, why buy back in, and why moan about the same things that caused you to sell in the first place.
And good luck to you. Not convinced that you're 'still well up' but that's irrelevant. I do hope that your wait isn't too long. To your credit, at least you're now admitting that it's taken longer than you had hoped..........You and me both
A very full, informative, and meaningful response from a font of all knowledge.............. I rest my case
Sadly (for me) I still hold. Trying to work out what your 6 * mean. Surely not a typo in your part?? Maybe one * too many ?? I've been accused of talking ***** many times but not sure about talking ******. I have never had any issue with anyone's view on this Board. (not the BOD). My issue (as I'm sure you know fine well) is people (like you) quoting stupid share price predictions based on nothing as you did time and time again. You and I will never agree on our views of KMR and I'm ok with that. Cast back over the past 2 or 3 years of supposed up turn and see who's right. During this upturn, what's happened to the SP. Even accepting that we don't agree with the prospects, surely that must concern you to some extent ???
Remember the good old days when sub 3 quid was seen as a buying opportunity ??? At the risk of repeating myself is buying at sub 3 quid 'averaging down' or losing even more money......... Everyone to their own. Down below 260. How low will it go ?? Keep up the good bum chat gents........
How you getting on with Pathfinder? I hope you bought the Racing Post rather than shares
Quit while you're ahead with your logic and thoughts. Bringing PFP into the mix does nothing to strength your hand. You'd be as well buying a copy of the racing post and picking a couple of horses. PFP is no more than a gamble at this stage
Good man - you're definition of short, medium, and long term is spot on, not only for this bag of nails but for every other Company. Sadly. you and I are the only ones to recognise that fact. I often wonder why daft wee guys like us can recognise that and yet non of the II's ever dare to challenge MC and his wasters. One has to admire how he has manages to hold on to his position for so long whilst taking the p*** out of everyone else........ PI or II Alas, I forgot, he's got the worshipped one's and Contango's ankles hanging out his backside
I see we've still got our old friend under Medium Term in the presentation. For those who have been around long enough you may remember me getting laughed at 3 or 4 years ago for asking what timescale does one put on 'short term' and 'medium term'. Can the same bullet point keep appearing year after year under medium term? If so should it not have been classed as long term when the comment was made 4 years ago? Will it ever appear under the heading of short term? One thing for sure, nothing too exciting to look forward to here over the next few years for mere plebs. On the other hand MC and his wasters will be licking their lips at the prospect of more juicy big bonuses in the form of cash and shares. I'm expecting a fairly downbeat annual report with less than flattering financials but hey WTFDIK.........
It's the knob here. Haven't seen you posting for the last few days. Have you realised that no one agrees with your stupid posts about refinancing etc. It's taken KMR at least 3 years to gain a bit of stability with its lenders/debts/production/sales/sweeps/dare I say profit etc etc Why would you want to change all of that at this stage ??
when posters on here discuss and compare selling prices (FOB or CIF) comparing against peers and Industry averages and yet when the bold KMR prices come out in their reports, they're always miserably behind everyone else. Interested to know the anal analytical reason that should be why...........
As previously stated BF equals Carvill in disguise.......
Not just a single person. Surely even you with your blinkered view must realise that my 'beef' is with the whole BOD not just Carvill. That said he is the main villain. I have stated many times that I'd rather not be invested here, As previously stated I reckoned I was going to lose the lot so anything above zero is better than nothing. That's why I'm not long gone. To quote your phrase Viewing progress over the past view years against KMR's peers, who knows where we could have been had they been just a wee bit better at doing their job. The BOD should have been replaced years ago. Their number one driver is 'look after number one'. A minor version of Carillion ?? you decide....
Debt repayment no more and no less than what has already been committed to. ie $10M Feb coming. therefore no additional RNS forthcoming or required. Anything other than that equates to FAKE NEWS. KMR scrambling about to repay the $10M let alone anything else. 'Cash sweeps' were agreed and talked about 6 years ago with the Bankers and the sweeps repaid ZERO, indeed the debt went through the roof during the same period. For all Carviill has his (many) faults, one has to admire how he has been able to take the p*ss out of so many for so long.
Can't see any mention of the word loss in my posts. Other than I guess you could argue that I do think the BOD are a dead loss. Anyone can obviously post what they want on here. We all read and agree or disagree with what's written. Your problem is that you keep share price predicting based on NOTHING. So for as long as you keep doing that I'll challenge you to justify your predictions and you'll still think I'm a knob. I'm fine with that. You've at last started talking about lack of liquidity. Check back a few years to some of my earlier posts and add : Replace the BOD At least two years of solid results Demonstrate good cash management and debt reduction. Introduce a dividend Etc etc. Continually quoting average industry prices may show trends but if KMR prices are nowhere near that it's of limited worth. Keep up the good work ..
The worshipped one, typing furiously trying to defend and justify his years and years of written nonsense following todays pathetic update. I wonder how many posts we'll get from him tonight. He's still to answer what went wrong with his prediction of net debt being ZERO. The bold Contango has run out of steam and has resorted to sarcasm to ensure that he's included in the 'chat' whilst realsing that ONCE AGAIN his SP predictions lie in tatters. oh dear, another year has come and gone,,,
Unfortunately the Company is run by people that aren't very good at their jobs. Very good at rewarding themselves. I'd hoped that at least some of the I I's would have started to put a bit of pressure on them but surprisingly that doesn't seem to be case
You either listen to all the experts on here or you listen to clowns like Peace and I. Or you listen to no one. What a disgraceful update . Bearing in mind the worshipped one's prediction that free cash would leave net debt of zero it will be interesting to read what this year's excuse is for him being so wildly wrong. The update also answers your question about why the SP is where it is. But wait. .....maybe Contango is right, the market haven't a clue what they're talking about. Guidance for next year showing a slight reduction so not much cheer to look forward to. At the risk of being boring and predictive I'm looking forward to seeing this year's juicey bonuses.
....bad news