The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
@vernetles you managed to bait me up thereā¦ was just moving some cash around and accidentally found myself with an unplanned top up!
Tbh, I really canāt see the co value dropping from 8mā¦ my ave is now 7.2p and feeling totally relaxed.
@alan55, itās always jam tomorrow until the time its jam today.,, thatās the baseline opportunity on aim isnāt it? If you donāt like looking for jam, thereās always the blue chip route to investingā¦ pays yer money and takes yer choice, bud.
GLA pk.
Only three weeks left there or thereabouts to write a letter to the Indian peeps to let them know about the claimā¦.
Guessing the letter would include an outline of the size of the claimā¦ north of 4 figure millions?
Happy to wait, although I must confess I canāt wait to see the figure PAT will be claiming..
Canāt see the SP remaining at 5p.. but it is AIMā¦
Good luck for December excitementā¦
Pk
The one trade showing is an uncrossing tradeā¦. Uncrossing what?? No sales to uncross yesterday or today!
Think everyone is pausing for the agm? Maybe there will be news of the arbitration amount?
Who knowsā¦.l hopefully calm before the storm..
Pk
Thatās a pretty positive document, and gives me a bit of confidence.
The 8m valuation of this company beggars beliefā¦. I first bought in at a 22.3p punt in November 21. How this is now worth a quarter of that is bonkers. (26 top ups and 200k shares later, and I have averaged down to 7.3p since!)
Next two quarters look like we should see some decent excitement here, and I donāt think Iām going to be unhappy in the medium to long termā¦. Got a cash call in late feb so hoping it happens before then!
Unless Iāve missed somethingā¦..
Be interesting to hear peoples comments after the agm.
Good luck all holders. Pk.
Just watched that interviewā¦ looks like the award mark is going for is minimum 6.7moz, but he says that the resource is 10-20moz which sounds to me like is going to be the basis of the claim.
Thatās a whopper.
@deck Basically they suggest that PAT will go for 500km to 1bn minus expenses and fee to ACF. ($3.2 to $6.5 per share minus expenses). even if you suggest a 50% fee, thats $1.6-$3.2 per share. Seems alright to me.
But then they show a table of value of other gold miners, their resource, and their market cap, and that value proposal is near the very bottom of other miners worth per oz.
Take whatever inference you want from this but it suggests a bullish mood in the camp that they're currently cheekily underestimating what will be announced in Q1 24.
AIMHO. PK
@johnlewis79 this total catch22 if they sell it. Itās in their interests to sell for as much as they can get, but it reveals in its entirety the value of it on the global market which is what we will be asking to be compensatedā¦. Go ahead Jaipur!
Pretty comprehensive RNS with defined timescales for the delivery of notice to GOI.
Rightly or wrongly, I consider it written with an undertone of confidence and dropping hints, whilst remaining within the scope of the RNS rules. I.e. phraseology like ā This quantum may differ from that reported by third parties, including but not limited to, the Times of India.ā.
Itās sort of passive aggressiveā¦.
Well done MB for whacking the first stake in the ground, and I hope the market gets some confidence from this.
@Geng this may make your comments earlier this week prophetic! Thx.. I managed a bit of a top up.
GLA pk
Thanks Geng. Iāve had a small top up of the buggers this morn at 5.99.
I think thatāll do now until the RNS about the lodging of an arbitration claim come in. Canāt be far away now, can it?
GLA pk.