The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
CLN’s converted at 27% premium to current SP 🙌
Fantastic investment:
"As 2023 draws to a close our two producing assets in Europe continue to generate cash. Surplus funds so generated are being held and accumulated in the Company's investment and joint venture vehicles to provide funding for future projects, in particular the three wells planned in Italy and the five wells going through the permitting process in Spain. Current commitments do not require the company to raise any additional capital externally".
Happy Christmas @islandgirl, hope you rest-up and recharge for an optimistic new year.
Well that sell liquidity from yesterday hoovered up quickly.
Interesting take from bingo:
https://twitter.com/Borg74/status/1737034440679780639
Sometimes you need to move on in life and rebaseline 💪👌
With continued geopolitical tensions regularly flaring, gas prices will continue to be volatile.
7% up today.
https://www.cnbc.com/amp/2023/12/18/global-supply-chains-face-another-major-hit-as-ships-avoid-suez-canal.html
The good news is we have 2 fantastic assets.
Selva producing with lots of additional reserves to monetise on a field already permitted.
El Romeral with inherent value in the infrastructure - 1 of only 3 connections to the national grid infrastructure in Spain.
Both extremely valuable in their own right with lots of optionality.
Debt free completely in a few months and no warrants.
So let’s not get too downtrodden.
Warming up nicely.
Another brick in the wall….it’s building.
Strong outperform ‘24 incoming.
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joinchat/p3fflfv-p2kdu5x04jprta
for investors - this is hiding in plain site now.
i’m expecting 6/7p in next month as 1st target.
telegram group - add https://
**************p3fflfv-p2kdu5x04jprta
Nice work - expect once this seller is cleared this moves quickly.
5.1m suspected sellers had per share register, and on Nov 23rd the suspected sellers had 2.4m left - we’ve rattled through majority you’d think after yesterday and this morning 🤞🤞🤞
Per chartist in TG - "We also have an ABCD reversal pattern with a target around 7.7p"
Material chunk churned from seller - seller giving everyone a lovely artificially low entry or top-up point.
Once this sellers is done it will move quick.
Fill your boots whilst you can - steal at 5p.
Could be share of '24.
#ACRM - £6m mcap with 2.9m rev and £5.7m pipeline.
Explosive growth to come - akin to Ondo rise 👍
121m shares and 60% in tight hands 🙌
Have seen what shares with similar share register dynamics have done before…
Sharp and vicious breakouts 👌🤝
#ACRM - Well worth a listen 🎧 54 mins in.
Summary from Charles:
▶️ Scale relatively cheaper
▶️ Public sector contracts - govt / public health / defence etc
▶️ Will continue to get more public sector contracts (1 sept uses then another one will) + no US partner contracts yet (expect 🔜)
▶️ Major move over next 12 mths
▶️ 3.5 to 5m recurring rev in 12 mths
▶️ Aim by Angus to hit 60p sp and get gobbled up by big software house (1-3yrs)
▶️ 96% renewals at higher price
▶️ Mcap very low for contracts it has and opportunity - wildly undervalued
▶️ 2m recurring rev with 80% profit margins
▶️ Lots of green flags / no red flags; critical for small caps
▶️ Need to reach economies of scale and then will become extremely profitable quickly
▶️ Smaller contracts likely to become bigger over time; smaller scale contracts to test software
▶️Good to scale up slowly initially to ensure no major snags hit early.
▶️ Under NDA’s with clients - if known, market would take note (eg MOD mentioned prior in here)
https://audioboom.com/posts/8406202-sunday-roast-featuring-charles-archer-long-term-ftse-aim-investor-and-freelance-financial-analys
Tremendous value for mid term perspective.
No debt - CLN’s/ warrants.
▶️ 2.4m sales
▶️ 4m contract pipeline
▶️ Renewal rate 96%
▶️ Renewal value 124%
▶️ Close to 60% share register held by BOD or TR1’s
▶️ RTO Deal price 6.5p
£6 mcap / 5.15p
Still early - 7/8p 1st target 🎯
Expect few more contract wins and maybe business update ahead of y/e.
Crikey - you 2 get a room ;0)
8m+ shares here - very confident, couldn't ask for a stronger position for a small cap company at this mcap..
Wonderful opportunity to accumulate down at these low prices - 5m mcap is a mere snip.
She moves quick.......that's why you always need to be relaxed with this share - can clawback 20% with ease in 1 session.
Reckon we must be close to 2m in the bank by Q1.
that's the beauty - cash will make people realise how undervalued this is considering continued Selva production alone, nevermind El Romeral.
We can be at 8-10p in a flash on the drop of 1 good news item.
54mins in for great nearly 10min chat on ACRM.
Well worth a listen 🎧
Very bullish after listening.
Great growth potential from here.
https://audioboom.com/posts/8406202-sunday-roast-featuring-charles-archer-long-term-ftse-aim-investor-and-freelance-financial-analys