The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Deos, no one knows the extend of the debt yet. The restructure could mean share dilution (D4E) in which case 10% to 90% could be gone. Or nothing left for the shareholders.
Mubadala could still step in, buy stake and gain control.
At this point all speculation. £0 or £20 who knows.
Where's Mubadala in your dots?
shaml, what is your purpose here? You must have one or you're a troll.
You're rephrasing your worst case scenario over and over. I took shower, had big breakfast, watched news and you're still at it amplifying selective headlines. You remind me of this old lady on my street who tells me the same gossip as if it's something new.
The week has begun in UAE. Maybe some developments today.
Regurgitated facts. No value.
Clearly worried about your short.
Gary, Jinny and shaml
Why at this time of the morning you three spouting regurgitated facts over and over that we've been through here extensively?
We fully understand the worst case scenario. But you've conveniently ignored the very latest and game changing variabe; Mubadala are buying stake in NMC to take a board seat. Like they've already done with three other businesses.
You three are adding no value here.
Guys cheer up. We all have read the leak today about Mubadala investing in NMC. Couldn't have hoped for better news.
I hope the suspension is not lifted till Mubadala make their move. With strong balance sheet, already strong operations and continuous growth you will find yourself invested in the right business.
Should we trust a hillybilly?
Adzy and SPAC. Thank you for research and finding similar scenarios.
The best thing happened today is we now have confirmed variable; Mubadala weighing interest in NMC. I would say almost certain.
We are safe.
Hopefully, similar to ESL. Stake is built before the suspension is lifted. But it would be much higher than ESLs ratio due to YOY growth with no competition.
Staff haven't been paid simply because of their internal processes. Where I work, CFO has to sign off wages.
If they're not paid by Mar then sure.
SPAC that's excellent comparison. Thank you.
People forgetting Mubadala don't run the acquired businesses on their own. Clermont will have a role here too in operations.
Stop comparing NMC with Carilion, DEB and TCG. Stupid.
You don't have the full data yet to claim NMC unable to service its debt. You just going to by headlines and drawing worst case scenario based on worst possible data.
"range of options regarding the Middle East’s largest healthcare provider, including buying a stake and taking a board seat"
More like it. They wouldn't go alone in this.
Come on Richard, don't let MW make u look like a t*t again.
I know, but their interest has surprised me.
Sculptor Capital LP bought bonds and D.E. Shaw bought both yesterday.
May I remind people the current SP is not the true valuation of the business. Investors in from £15 thought it was undervalued.
The true valuation will stem from accounts correction.
Ignore what I said. Tw*t gave me wrong info.
Bonds are slightly up at 77.3, higher than all time low 73.57 but lower than all time high 90.85
US reaction is expected due to fear of suspension. But a good reflection how UK would have reacted today by dropping it nearly 30%. Suspension was in the best interest of everyone. Let all the bad news come out, straighten the ship and reopen.