The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Wow the page is full of green boxes. Assuming most of them being negative yet still posting 10 times a day on something they’re not invested in for years
How sad, I pity those and envy their free Time.
Most of the good posters don’t post because of their nonsense and they make things up to deter investors from investing. Yet when it rallies they go quiet.
Ignore the noise and remember the true value here. Lots of things bouncing up from their lows, EUA has a way to climb with little to no downside
POLY was stagnant up and down at 200p (like we’ve been at 4-5p) and suddenly exploded. It looks like EUA is getting primed for this move too
+45% POLY over 6 months
-30% EUA over 6 months
Poly have 2.2bn debt still, whereas EUA are debt free and have added an enormous value through NYUD, and furthermore with the upcoming MT DFS, which has been 2 months since submission so it can’t be far away now
WK, MT, NYUD, EUA Japan, the whole lot could go to individual buyers for various prices and this could easily achieve over 50/60p, more if Palladium carries on rising
nickel in the basket adds a decent amount too, EUA is no one trick pony and these battery metals will be in demand just like everything else that’s rising in price.
You can thank me for topping up a wee bit at 234
This is exactly what’s expected … the run up to major sale news
SHELL managed to secure a deal awaiting Russian authorities confirmation. Slowly Russian assets being disposed of, markets are healthy and the time for buyers is back
Deal could be done within the previous estimation of 1 year post war.
Options exercised - it’s on the way. Couple more updates and we could see the big one here. After 2 years options been exercised, something tells me it’s not to sell at the lows.
BULLISH RNS
Perfect to try to break back into channel
Resistance around 250 if pushes through and holds 250 all day tomorrow then it’s back in its uptrend
I wouldn’t reply to these guys. The page is full of green boxes so some usual shorts here are getting a bit twitchy with the rise
Shorts, do us a favour don’t close just yet. Not long until you’ll be burned with a higher price
Nice buy buys this morning, others silently loading up here too. Watch out for more 250k lump buys when funds are free
I am of the belief they are sitting in 2-3 updates but for some reason withholding them for the right time to release to market. Logic tells me it’s Sale related. Disposing a part of the asset vs the whole lot is what I’m wondering. A full sale for all assets with no future EUA is my desired outcome
But I think it’ll be all our Russian assets, using roughly 10% of it as cash, 10% into a new venture and 80% or more to shareholders. It would make everyone happy with free shares to do as they please. But ideally I would like a full sale, everyone including the board get XX pence for their shares
After speaking to Keith in January it’s given confidence to me that EUA are still going strong and planning to execute on said strategy. A few tricks up their sleeve. NYUD was probably on that they planned to release on a run up to a big one but it was discovered early
Hardly any sells to justify the drop from 5p’s back to 4’s. Strongly think mm’s didn’t want a Russian stock to be leading the leaderboards hence the forced RNS + wording the deliberately confuse.
Payday in 3 weeks and il be taking more thank you
is that who the green boxes are - CTC was filtered long ago and so glad that drivel doesnt have to be read now
Monche once DFS is complete will be worth even more than when EUA were valued 44p - with the addition of flanks and increasing to up to 40m ounces in the area - figures such as £1+ were no pie in the sky last year or year before. with the war EUA should've been marked down but this is overdonee. £100m market cap for such value.
Market makers and regulators (nomad?) will be careful allowing EUA to release bullish updates so its probably hard for the BOD to say what they want to say. I think this will be a slow climb up as NYUD news sinks in. Something that should've doubled the market cap in a day doesn't decrease the value of the company. a few probably will sell them selves short at 4p and fomo in 5-6p with far fewer shares
15m ounces
$100/oz
$1.5bn = ~40p
First rights to extended areas, NYUD, WK, and the cheapest $/Oz used in many years
This is a basic 10 bag and was 11x before the war
Amazing after a few months how this is forgotten.. and how in a few days it can recover
With higher volumes the share will be more recognised and likelihood of higher than usual share prices are possible
Ie overpriced for what it is. Without that I’d argue it can’t reach its potential on lse. Just my musings
Liquidity will be an issue
Not many shares will be traded and thus it’ll not rise as much - volume will be terrible compared to on LSE
However, if those aren’t worried about tax and looking for a good long term investment look no further
This and EUA, EVR, are subject to extreme market conditions (recession, war) these don’t last forever. 3-4 years might seem like a long time but it’s a solid timeframe and looking back prices today might seem like fire sales
Likewise. Clarity or I’m out until it’s done
Ask yourself this: if they announced they’re going ahead with it and putting it to a vote..
How would the share price react? You wouldn’t get ppl buying, and ppl like myself will want to sell and buy back when the dust has settled and info re exactly what will happen will regarding the move, if any. And what the consequences are of a failed vote
This would decimate the share price. From here I dread to think what it’ll do. If we climb back to £3.65 then I would guess £2 or below would be the price.
When then moving on to the different exchange, then it’s possibly to buy back near where it’ll have sold off here
The smartest ppl would’ve sold at 360 and sat on sidelines waiting for 206 before trading the arz off this - so they can comfortable buy back below £4 at any point for no loss
Marathon digital patent, Eurasia Mining, BTF on the TSX, CORZ, ARB at 3p sitting now at 15p, still 20x off its highs, to name a few
Plenty out there
Well despite the Negatives in play, and the chance for it going lower (still have some reserve for that) then it’s in the rising channel and 4h could turn green in the coming day(s), I’ll be away from the screen so took a small fomo trade at 234
With luck it’ll get to £3 and I can slice that along with a bit chunk of the PF, to re-evaluate and shuffle things in ISA vs Out
Not risking 6 figures coming out of ISA. Don’t care about the dividends advantage. There are plenty of other things that could 5-10x and don’t have a risk of war and sanctions, that could stay in the ISA and flourish