The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Welcome Thesharpercarper
So... mainly a PI shareholding at present + GDXJ interests
PFS arrives Sep Oct or end of the year
II's assess same , carry out due diligence and then want in
If PI's not selling given we are waiting for Dec and increased resource announcement & holding longer term....
What will happen ?
Enjoy Zoros... have stayed many times in an apartment just above the new Marina / restaurants....
Podcast very good ... SD is very enthusiastic whilst being realistic / honest to us PI's...
GGP needs time for data / reports to be published- to allow the II's to Invest...... I have been here a few years +
and topped up, but did not exit in the 20's or 30's. Now with family in and now starting University cannot wait another 2 years
Intend to hold as long as possible......Wisdom does come from experience ie. poorly written emails, the realisation there maybe isn't big buyers in the dark pool holding our price back, 3rd party buy-outs and GH was 100% entitled to sell the shares in the company he developed for years......... Back to my day job....... GLA Rup
Thanks Tom.... all good
ps. received an email from SD a few days back after my apology
Very positive / courteous... he explained that the audio quality on the first presentation was
poor and that this had now been addressed.... Rup
Agree Hllnvestor, I wrote a ridiculous email a few weeks back... and have since apologised to Shaun for same.
Last few interviews have been very positive... I thought he was clearly highlighting more of a long game today to get the II's on board via Technical Reports Feasibility Studies etc... then his Tweet saying next Newcrest results Thursday with video of a rocket definitely threw me a bit !! We will see......
Not interested in the idiots esp as I was one last week Lenz with my stupid email to SD
So many months now waiting for good news and a SP that keeps slipping is frustrating
Even with a good PFS in September we do need to see some
serious increased buying otherwise no reason for SP to move.
Remain confident given so many II are in at much higher SP
Off to Donegal next week for a family break hopefully July update will move us north
Lenz... I do accept that a knee jerk reaction to a presentation is not always helpful.
I was looking forward to the presentation tonight and set aside time to make sure I was able to listen.
I did feel disappointed....
I fully accept SD was not going to (or was able to) divulge any new information
Maybe just a missed PR opportunity ..... still holding...
Just sent this email to GGP
Dear Shaun
I have invested in GGP for my family….
Do you actually care more about Institutional Investors than Private Investors that have invested in this company ?
Really disappointed with the presentation tonight (invested for 3 years so I am not *****ing about losses) but I honestly think you are more of a corporate pleaser (Canacord etc) than what Gervais did over his many years in charge……
I will not expect a reply…
Regards
SD is a former CFO... presentation skills are obviously not his strength....
But we all have different skill sets
His financial acumen with previous companies, II's interaction and M&A experience is why he is now in his post with GGP.
Jury out for me....
I do think showing an April 2021 graph with a 22p+ was unhelpful given our current deflated SP
His response to why we are down 50%+ in 6 months is disappointing for me ie. the market
does not know what we have..but he really did not convince me to invest more than I have !!..... Rup
Frustrating yes !! but absolutely NO GGP fundamentals have changed .....
Lets see what SD says tomorrow TBF I was hoping for a positive
RNS before hand... it may still arrive.... but we're in Q3 tomorrow.....
If we are sub 20p after PFS then that would be a concern IMO... Rup