The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Do some more research on the amount of food that goes to landfill. Watch the presentation from Martin explaining this and the margins that are available.
Time will tell if the business model works but a better team to execute it I doubt you’ll find. Plus tons of skin in the game.
You probably right H2 and looking at the order numbers which some of us are monitoring Q2 appears to have started at about 975 per day at at least £30 per shout.
No I wouldn’t either but everyone has an exit price. Personally mine is 4.5p - 5.5p later in the year or maybe earlier the way they appear to be performing.
Hopefully news this week on Q1 etc
Must admit expecting a Q1 update this week. Just the numbers don’t think they’ll have the warehouse sorted yet.
Sorry my last order up until day was 29/2
My last order was 29/02 16711 orders since then divided by 19 days = 879 per day x 31 days = 27265 for March at current run rate. Order value Unknown FYI
Yes think the new warehouse will be needed sooner rather than later. From my limited information of order numbers they seem to around 5000 per month off capacity of 30000
I never like a change of broker it normally means something is in pipe. Good, bad or indifferent who knows. IMO of course.
They must be selling Vodica and let’s explore for buttons. Or the numbers are wrong ?
Agreed apart from the sales of let’s explore we’re very poor . They need to address that or sell it on if they are not committed to its success and what to concentrate on DD and BM imo
You would expect a Q4 update, but as for forecasts I think they will wait until the new warehouse is up and running.
Going to be an interesting 2024 imo H2
Anyone joining the seminar at 5 bells ?
Interesting to see how this develops in the next 6 months.
I’m not the most enthusiastic about the project, however still think Martin will increase revenues quickly and sell the lot for 25m in 18 months.
Well at least it’s launched. Hopefully we’ll get some numbers in a few weeks of how well it’s selling. Could do with knowing how many units they have available to punt.
Also this acquisition is taking an incredible length of time to do the preliminary DD.
HT do you not think the acquisition will add value ?
Already filled my boots 1.6m taking me up to 3m. The 1.6m at an average of 2.8p. Not as cheap as now unfortunately. Got to be a great punt at todays price compared to cash equivalent. Maybe 🤔
Let’s see where it eventually goes. Have to admit the shares I tendered in my isa I took an extra 350k almost 1m in total just under 3p. Sort of wished I’d waited though.
Never get the bottom or the top, especially the top
My first guess was it would be a Higginson owned company. Now that the DD is taking so long I’m no longer sure.
Some of the major players kept hold of their shares like unicorn so they have to see good value in what’s coming you would think. However it was madness if you ask me not tendering their 65%.
News can’t be far away ???
Yes all true but should be getting a bit of interest on all that money I hope.