The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Presentatio / Q&A is up on Youtube now: https://www.youtube.com/watch?v=F5SG0oSDVbk
From last night: https://www.youtube.com/watch?v=kUmbc9c2pM8
It's in the RNS
"In the Quarter, the company received notification from the Tanzanian Revenue Authority that VAT refunds of US$6.7 m for the period up to March 2023 had been audited with payment to be expected in Q3."
Actually it was a rebranding at some point by Odey (can't see a date on this article):
Https://portfolio-adviser.com/revealed-odey-am-quietly-rebrands-1-3bn-of-funds-as-crispin-odeys-next-trial-date-looms/
You can read the slides on Shanta website:
Https://shantagold.com/_resources/Proactive%20Investors%20Presentation%2021%20June%202023.pdf
£5m in the bank Kingalf, before any milestone payments.
Spend was unusually high last year due to the Pk/Pd trial costs. Will be lower this year - the next two trials are paid for by Stalicla (ASD) and investigator sponsor (Glioma).
Both trials btw are due to start in around 6 months time as per the latest RNS.
He appears to trade this (not clear how successfully) - when he buys in he posts bullishly and when he's sold he posts negative drivel like he's doing at the moment - extremely transparent. Given the illiquidity and wide spread here it's a very odd choice for short-term trading and he appears to post nowhere else. All in all a very perculiar poster, bit like 'radar' but at least we can understand him (bought at 20p+ levels 5 years ago and now a bitter lemon).