The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
JB - how many times have you repeated the same stuff??
Morning Glory
Don’t know if the seller who has been dumping shares on a daily basis reads this board. If he does then it would be interesting to hear his thoughts when we rerate and he can calculate how much more he could have received
Hi JB - do you think CF has lost the faith of the market - just wondered what your thoughts are?
JS has repeatedly said about purchasing shares and hasn't done so yet which is frustrating. It could be that he is constantly aware of price sensitive information but more likely that he is waiting until the shareholder lock in ends in March when the price is likely to fall and it will allow him to mop up some of the sells
Shortevery - don't you mean 600 million shares??
Let’s see if Hallsworthy is right and the business is about to be sold. If he is then a CRO suitor wouldn’t want Imutex or Prep but probably would want all the Data. Is that the reason CF has pushed back on DIM? (just speculating on a dull day)
There has never been a better time to spin off Prep and Imutex - I cannot believe they will waste the opportunity when infectious diseases are such high profile
Moni - I’m ready and available
On the face of it DIM looks a great proposition but I cannot understand why they don’t start creating the revenue streams now so that the spin out has immediate momentum. I don’t believe CF when he says it’s too complicated for potential DIM customers to do this prior to a spin out. (Just create a DIM subsidiary - start revenues and then spin it out)
Russky - your so called Trader must be doing badly as its been heading down for the last few months (up until the last couple of weeks)
On a separate note the 20 day EMA has crossed the 50 EMA
SZ - so if a holder of millions of shares wants to liquidate by selling hundreds of thousands per day it has zero effect on the market?
We don’t know if the dumping is from one person, but, if it is, how many millions has he dumped (in 50k and 100k lots) over the last few months?? My estimate would be at least 150k per day which means about 10 million over the last 3 months
Enjoy your posts Mr HallsWorthy - how confident are you that something big is due to drop imminently?
Profitbagger - you are confused - there is only a finite amount of management time and CF (rightly in my view) want to get Poolbeg back on track before they devote time to DIM - makes a lot of sense
There was the Oct presentation (précis) - news between Now and Christmas our long suffering shareholders will not be disappointed
I know he has created a lot of distressed holders !!!
Do you think Mr Seller reads these boards? He / she still seems to be dumping on a regular basis and you do wonder why he doesn’t see the value we do !!!
Stt1 - why would the situation be the same? Orph aren’t announcing there full year in a few weeks time so how can you compare that with when they announced their interims in Sept?? - you are scratching around for negativity
I know I keep going on about it but look at Imutex - it has very little money and is going nowhere atm (Orph rightly refuse to give it more cash) so something needs to be done (at a time where infectious disease is massively high profile) therefore I don’t think our divi from Imutex is too far away (same for Prep)