The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Absolute dire how the BOD treat personal investors imo - create shareholder value when placing at over £2, now we have a minimal director buy a few days ago, a large sell by an institutional investor and those that participated in placing have lost over half - let alone those that bought at £4 or over - yet know word from the company
Hi West and thanks for sharing that info - you are right in that T Rowe did sell some but I havent seen any others. What also gives me a little confidence is that surely at some point the war will stop, and also I think inflation will start to come down soon which will give the markets a little more confidence. We should also appoint a new CFO soon who will want to make a mark and will be incentivised etc. I just hope the government don't F** it up at this late stage - we've been through the pain and should start to come out the other side but I am just not sure I agree with what they are doing in putting more money in people's pockets which won't help inflation, and crashing the £ which also won't help inflation - anyway, what do I know........ I'm in at an uncomfortable average of £19 and the dilemma is not whether to average down further or not...
Surely we’re near the bottom now ? Inflation should start to decrease…. Shocking how prices have reduced in last 12 months but I’m hopeful the rebound will be just as dramatic and if we can average down a little before then the returns could be strong ?
Surely at this level and also the £ v $ now is the time for US interest not just in Asos but multiple other organisations that are at a fraction of share price v last year - bonkers....... Some of us had a stab at year end share price - might need to revise.
Have a good weekend all
Does anyone really know what the reason for the drop here is today ? Speculation for sure and discontent re AR&A but that wouldn't count for 10% on such a large company ? $ is stronger yes impacting revenue conversion but doubt that would be c10% drop either ? Baffling