The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Stt - have you calculated how much wealthier you would have been if (18 months ago) you had gone against your own recommendations and had sold Tly at 28p and bought Hvo at 10p???
Stt - There’s bound to be profit taking after the results and with loads of cash in the bank and growing profitability (revenue is vanity) then Hvo should rise again. You never seem to respond when asked why you were warning of the dangers of Hvo at 10p and promoting the Tly business and its model at 28p??
Stt
The rise to 46p in 2021 was obviously based upon hype and crazy buying - nevertheless, when the SP crashed back down to 10p you were still warning us of all the Hvo issues (in your eyes) that would have mean missing out on a 200% gain (if we’d followed your advice)
Also, you’ve conveniently ignored the calamitous collapse in the Tly SP from when you were telling us how well things were looking until today - minus 85%
Stt - against my better judgment I looked back at your posting history (as you encourage) and at the end of 2022 you were warning about many things at HVO such as the high overhead costs and the difficulty in maintaining contract wins and Mo buying too little too late - price then 10p price now 30p - accept you got that wrong
At the same time you were citing the fantastic opportunity at Tly with revenues growing and huge demand due to waiting lists etc - price then 31p price now 4.5p - accept that you got that one wrong as well
B - if you read this regularly you will note that Stt is constantly talking Hvivo down saying questionable business model, no Institutional investors, low growth etc etc and may actually put people off the Company. A little dig back is not going to hurt too much
STT - you have been warning us about Hvo since the 9p days and now we are over 200% hugger (on the back of cash generative profitability) - when will you acknowledge your warnings were a complete mistake
STT Mo Khan’s LTIP is for the period ended Feb 25 and Pinkerton’s is 2026 - a long way to go if they are talking this up. More importantly they aim for revenue of£62m this year and then on to £100m in 3 years with a significant increase in profitability - that’s how they will earn from their LTIP - the market will quickly see through talk
Stt - you seem to have a grudge against certain posters (who probably cost you after you followed their recommendations) - you are wrong on Hvo though . The Company is growing revenue's by £6m + p.a (obviously this equates to a smaller % as they get bigger) - More importantly, profitability and cash generation is moving at a higher percentage (Revenue is vanity) - you stated on March 13th 'Despite all the talking up, no evidence of significant buying/holding by institutionS.' - which has since been shown to be completely wrong. You have been on about Hvo being a pump and dump ever since the 9p days and compared it unfavourably with Tly which were 30p+. This situation has completely reversed Hvo are very profitable and generating lots of cash whilst Tly is debt ridden and struggling to make a profit. When will you just give up on your rants?? (I know CF sold his share but we are now back above his sale level so whats the problem)
I wouldn’t be surprised if the Tories reduced the NS windfall taxes. Labour are trying to gain ground in Scotland and it would force them to explain their position on taxing one of Scotland’s big industries