The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I've decided to take a few here again. Always liked the Ragged Range prospect and think Nicole means business.
The price point is attractive and hints of the metals space improving again.
Encouraging copper, nickel, gold signs are what you want.
Bit out of the loop on things but hoping for better times ahead.
I do believe our Paul was at GGP and refinanced it too so put finance and turnaround skills with those PR ones. He does things right, professionally and maximises the chances of success via honest graft and application.
Good results. Impressive how much cash they have.
I think I would want to see another good year before got excited - a lot of this might be covid grants and staycation related.
Question is any other similar businesses in AIM likely to be posting up similar results. Well it s for me anyway given this is already 76% up. If had spare funds would have bought earlier but still with these jobs can take a day or two for the skeletons to come out the closet of why it got so cheap.
I really liked Craig's MO as he described it and the thrifty approach. There was always a slight whiff of BS though. And the Chinese to me maybe pulling too many strings once in.
The main thing would be to drill faster and hit intercepts longer than parts of my anatomy I think.
Otherwise it's going to take some kind of PEA or desk study to show the many thin intercepts add up to a mine of significance.
Taking on new areas might be needed but when added does not inspire confdence in the rest.
I've been out for 6 mths at least though pardon any ignorance.
I know depreciation affects net profit and sometimes can get 100pc capital allowances but Deborah Meadon will often be seen on Dragons Den saying capital expenditure does not affect net profit. In a true sense it does not but might on book.
The same with them 4million worth of oil barrels may not show in revenue but could be in the stock of assets so could still equate to profit that quarter.
But a CEO summary would help not had time to forensic the accounts yet.
It does seem like it should be rising on these results. Maybe the CEO needed to sell the outlook for time poor investors.
Good results. Million dollar profit vs loss last year of same.
I was looking for a director summary or statement can not see one, would help. Now needs to tweet or interview.
Imagine fair chunk of profit used to service debt or expand operations.
Capital expenditure does not affect net profit but revenue expenditure is in the calculation.
Still always 6x the price in Poland lets hope for the rerate soon for more like parity. Meet in middle is fine, ha.