Member Info for Padmasambhava

Have posted before that Barder and Co display a lack of commercial nous and this company needs a new EX Co or it needs to be taken over by more a more experienced team.

Barder and Co are inept and completely out of their depth.

This is a product that needs to be in the hands of more experienced operators, and my only hope is for a takeover, as my faith in the current management is nil.

I like the humour! I did have to sell quite a chunk to fund something, but remain hopeful like all LTH of this company being bought out. I'm still very long this stock but not as long as I was....

I've learn to take a loss when you can make it up elsewehere.

Cheers and good luck all.

I swit

Somebody like me, who has no emotional attachment to this stock, and sees better value elsewhere.

It's going to take a while to get scale, but yes, the sp is disappointing.

Good to see management continue to execute well, and this new win, combined with further contracts in discussion, and the expansion of the facility all bodes well.

Looking forward to more updates.

I know Haleon well. This is massive.

Tiny top up this morning for my child's SIPP.

As per listing rules, the Company’s Full Year results for the year ended 31 December 2022 will be announced by the end of June.

In the absence of detail on meaningful revenue, and or partnerships that help Celadon to scale, I am not surprised the sp has slid a little.
We have seen how the sp can move up aggressively on low volume and hence I am not overly concerned.
From an accounting perspective remember that Celadon now has a market cap of over £100m, but has yet to announce revenue, and a purist may therefore ignore the tremendous upside potential and focus on the now.
I was dissappointed that Canaccord reiterated the speculative buy rating for Celadon and felt that they had failed to understand that the major risk of failure (not getting approval) had now been passed and this new signifcantly de-risked status afforded a stronger rating.
No doubt Celadon are working hard on partnerships, IP licencing perhaps to get scale.
Ironically their biggest issue I think is buiding enough facilites to lab specifications, to achieve scale and make the most of first mover advantage.
I have used share price weakness to add to a position.

-)) I've a feeling the next will be better attended.
Yes, saw the rns drop and will stick with this share over the next few years I expect.

I have followed this share a while and attended the AGM.
DYOR but my notes from that AGM were that:
The current facility can produce product for 50,000 patients.
In the Uk alone there are 3 million patients who may be eligible for a cannabiniod remedy.
At full capacity the facility can grow 10 to 15 tonnes of product a year and that could equal £90m annual revenue.
Companies in this space (pharmaceutical not cannabinoid - don't make that mistake ) trade on typically greater than 14* ebitda.
Factor in the 63m share float and you get the picture.
I see no reason why this therefore cannot emulate GWP and the management have demonstrated that they can execute.

Those two transactions showing as sells are buys.

Nice price action today on small volume.
Once the license is received this looks like it will fly.

I agree. The uncertainty and major risk of failure has been passed and the market reaction is muted.

I think the market is saying ''this is a nice story, the approval is in place and the upside is therefore considerable, but the last results show £11k turnover, and IP only has real value when it is commercialised.''
I guess I am in for a couple of years with this, and remember what happened to GWP....eventually.... after a long and rocky journey.

Somewhat disappointing market reaction to the positive news; this will take time, but I think there is huge upside.

I am using Trend and will report the performance.

I have sent a message to George Mcdonaugh highlighting that the last announcement was on April 14th concerning Zeitgeist, and that in times of market turmoil, commentary from Boards is not uncommon.

The quality and content of that reply will determine for me whether they have credibility and obligations to shareholders front of mind...

The 12.56 trade was me and it was a purchase.