The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Well come on Wobble tell us whats happening to the SP . Its down in the 4ps now
As I say the positives will take care of themselves. Its the negatives you have to worry about
Strikes me that with AVX defaulting , Ioxus running rings round us and Maxwell fighting tooth and nail that our IP is not "world class". And with Continental not generating anything soon looks like this is going to remain in the doldrums. Doesn't AK realise I want a new car (if I could get one delivered) . More jam tomorrow I am afraid
We await the market's reaction. But no licensing revenue at all . But at least we now know it was AVX who defaulted . I wonder why.
Twist the argument which ever way you want Ducem, the facts are that the SP is in the 5ps and not anywhere near the fair price 15p. Even you cannot escape that fact. I have no incentive in the negative narrative as you call it. I simply state how it is . Currently the market leans towards my view. You cant buck the market
The only reservation I have Vanilla is why did Murata want to sell in the first place. Did they envisage that ongoing they would not be able to make money producing supercaps or did they strategically decide to concentrate their efforts elsewhere. Nothing is for free. I don't know the answer but nothing would surprise me with CPX . Has it been a master stroke or have we been sold a pup? Well in a few days we should get an indication. Lets hope its good news . I think if I could get 12p I would be gone
Still one good thing is that the wall of green entries are getting less. Perhaps we have won that battle . Careful JH agreeing with me twice in a week will get you a reputation
Well two successive views that accord with my scepticism. Come on AK proves us all wrong
You make a powerful argument Vanilla and I agree that all the info we have been fed supports a positive outlook but with CPX there always seems to something which comes out of the woodwork which explains the failure to deliver. Lets hope the results prove me wrong this time
Yes I agree there the last time they posted numbers re a £400k deal they mentioned the likelihood a follow on deal of up to £1m as I recall and that never happened . So as TD says we can only hope that the deals mentioned do actually deliver in terms of orders. Still not long to go
OK guys lets have a little game on where the SP will be after the upcoming report (close of business on Fri the 25th) . My guess is 6.0p
New company ?? I think they were launched in what 2006 and have traded in the 30ps? Still whatever its the current SP that counts
The interim results will prove one way or another whether this is true Frac. I hope you are right
Bring back OS I say. At least I only say I believe it when I see it once a week
More like a sad milestone
Bubble FYI RNS 29 Sept 21
Given up on Ioxus (we got out manoeuvred and didn’t see it coming )
The Company is now additionally in dispute with one of its licensees over underpayment of royalties.
The cash reserves were lower than expected due to underpayment of royalties by a licensee,
Royalties Y/E19/20 $879k Y/E 20/21 $585k
Clear enough
Still as TD says sales are the future
Are you saying that you dont know about the unexplained shortfall in licensing revenue ? If not well you are not as clever as you think you are
But Trading it is reported that one of the known licensees is defaulting on paying and the amounts are said to significant. What we don't know is who or why . I can only assume that the licensee involved has some sort of grievance about the validity of their agreement . Now whether this grievance has any effect on the Maxwell case I dont know but to me it is "of concern". We have been told in the past that our IP was watertight but is it ? That is the question
And of course we don't know who has stopped paying and why. All getting a bit hairy
Wasn't there something about Maxwell having some historic IP but them being unsure who had written it ?