The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
In my opinion it was clear that if they failed at B10 then the company was screwed.
That didn’t need explaining to me as it was clear but I took the risk.
I don’t get this “take them for a ride” view.
We all read the RISC report with a chance of success 95% ,but when they drilled the oil wasn’t there - how does it make that their fault
I find this wanting to blame somebody as though it’s their fault absolutely ludicrous.
I lost a lot of money here but I accept it’s one of those things but trying to make out somebody has deceived us is just wrong
The *** is needs to be ****
https:// t. me /wsbnwishbonegold
Remove all spaces.LSE is pathetic hiding links
https:// **** /wsbnwishbonegold
Remove the spaces .
Just listened to this.
Robin does come across well and the way he portrays the story is very exciting. The next 1-2 years for TM1 will be exciting.
The upside to the company is huge - 30/40p per share easily achievable IMO.
@DBD
I’ll drop you an email later this eve.
Cheers
Hi BlaimThrower.
Having contrarian voices is useful. I admit that I am very bullish about TM1 and I have chosen to ignore what I feel are teething issues,
I’ve heard that the FD who didn’t stay long wasn’t a good fit - the words used were “a bit of a d*ck”. The EA approvals look like being sorted soon, so production should be going well within a few months.
I have no issue with you posting (not that you need my permission lol).
We should only invest if we feel it’s right for us.
SGF
Another good RNS-this should see further SP gains IMO.
I wonder if those who sold out will be looking to get back in after seeing that their concerns were unfounded.
With more good news to come IMO, this will be pushing forward from these levels over the next few months.
If I sell out of something, I don’t hang around posting on that board. I genuinely don’t see the point.
Those who sold out recently will be regretting their decision soon I expect.
The news for the EA licenses should be close, plus whatever other news is in the pipeline.
Once revenues start to come through, it will push this up quite quickly.
Don’t wait too long to buy in (or buy back in lol).
@BlaimThrower
The current MCAP is £42m. They have just sold a 10% stake in ONE of their mining assets for £900k, with a further 20% option of £1.8m to be exercised within 6 months. That means that this one mining asset is £9m out of a MCAP of £42m.
The main business here is the recycling, and the Environmental Agency permits will be issued, it's just delays IMO. I would hope that these would be reasonably close by now.
I do not see any indication of this being a life-style company. Far from it. Yes, there have been delays with the permits, but government departments/quangos aren't exactly known for their speed and efficiency are they!!!
I still stick to my Y/E target of 8-10p and am very optimistic that this will grow faster than the initial projections of 2 plants per year. Once the plants get producing and generating revenue, this will (I hope) fund an accelerated expansion - and that doesn't factor in any potential new agreements.
Messed up last post.
I meant something like - all those who sold out will be disappointed.(Something went wrong with auto-correct and I didn’t notice)
All those people who are sceptical of the company and sold out will be getting.
I’m very optimistic news flow over the next couple of months and a re-rate of the share price
Nice rise today. Start of the recovery before pushing on to higher highs soon I feel.
Ended up higher on the week. Just goes to prove that patience is a very good policy.
Looks like the nervous holders have moved on and the cheap shares have been bought up.
I can only see lots of upside here and I wouldn’t be surprised to see good news coming through over the next few weeks.
Shame I had no spare funds to top-up here, but I already have a large holding.
I can see this pushing towards 8/10p at year-end.
@Horult
That’s exactly right. Typical ’knee-jerk’ reaction from PI’s with limited understanding of what is involved. It makes me laugh at the level of posts on most boards.
Then you get those who have invested a few hundred pounds and demand to be kept informed of every detail of the companys plans. Jeez, it’s so tiring.
This is a long-term investment and the business plan is sound. Patience will be rewarded.
@Grezzz
I assume it’s because they have a sad pathetic life really. Maybe they think it makes them look clever, but if they were so clever they wouldn’t have abused the people who de-risked as being idiots.
Like you I took a shafting here, but that was my decision. I’ve held my shares but have written them off. Any deal will be a bonus.
I’ve a large holding here too and am content to play the long game here.
Once the issues with the new plants get resolved (I’m guessing that there are teething issues, but I could be wrong), then this will kick on from here.
In a years time we’ll be sitting on decent gains IMO.
Good to have you onboard.
I can’t see any downside to the current share price so if you’re holding off on buying more expecting a drop I think you’ll be disappointed. Just my opinion of course.
My "generating decent revenues" comes from the IPO marketing materials, which is the basis on which I am heavily invested.
Year 1 : £9.6m T/O (Recyclus)
Year 2: £28.5m T/O
Year 3: £54.8m T/O
If you don't believe the potential of the company then I fail to see why someone would invest. The fact that there may be teething issues getting new plants on-line is background noise to me. In a few months time, that will be irrelevant.
The projections are also based on lower 'black mass' values, which have risen since the IPO prospectus was produced.
The projections also don't cover any potential Tier-1 car manufacturers nor international licensing agreements they may sign.
Another consideration is that the company eventually wants to process the black-mass itself and generate more value. The upside once these things fall into place is huge.
They also have the 5 mining options which, each on their own, have the capacity to be company makers. There is no need for any fund-raising, as the future plants will be funded from the revenue generated from the first plants. Yes, there are warrants (I am a warrant holder) and these will, when combined with the revenues; cover the costs of the plants and all/most of the mining exploration costs.
So, IMO, the company is still very cheap and has the potential for some very healthy gains over the next 12-18 months - a few weeks of delays are not concerning and I am looking forward to some healthy returns on my investment. IMO, too many PI's expect 'jam today', but in reality, building a company/business takes time and sometimes the market (i.e. investors) don't always understand. Again, IMO, markets (investors) are not intelligent and often demonstrate a herd mentality.
I am a patient investor and do not chase short-term gains. I realise that others have alternative strategies.
Hey @ITV.
I'm like that bad penny pal - you can't get rid of me :). Thanks for asking about me - I'm all good. Took a kicking on ADV earlier this year and have been busy with work last few months. Still holding most of my shares but offloaded some to invest in a Pre-IPO which should be coming to market mid/ate April hopefully.
Glad to see you have the same opinion of muscles as I do. He's a complete mucking foron in my opinion. He's either just on a full-time wind-up or he has serious issues and needs help.
Looks like the next few weeks will be crunch time - either they source that rig or we're delayed until 2023, and the SP will drop again for about 12 months I guess. Luckily, that doesn't impact the geology, so I'll just wait patiently until something happens.
Hope you're in a good place at the moment and keeping @Dai entertained :).