The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
"has anything fundamentally changed in the business to change the direction in the sp"
yes the 10% increase in sales during the last 9 weeks in compared to the same period in 2021.
and there will be more of this to come imho.
drb- i had a look at your postings on this platform and have come to the conclusion that you are a shorter which is fair enough.
with the way you do your diagnosis there is no way you could be in stocks like angus or bidstack that just would'nt make sense would it ???
good luck to you but as we all know neither bulls or bears get it right all the time do they.
increased my holding by 20% today at 23p although the trade never showed on this site or trade cap site ? this often seems to happen with iweb for some reason they don't seem to publish all there trades. any other people here with iweb account ?
anyway looking forward to next update.
have increased there holding again now 7%
drrr my head hurts.
looks like a £ next week such a shame .
been in and out here several times always made a profit but not sure were this is going now.
bod in a right mess now no leadership no drive no clue.
drb83 again we agree but! i am a real ale drinker so very limited on the choice of establishments that i would even consider going into, i generally drink in a local privately owned establishment that has good quality beer and good pub food however since the reopening of the economy the prices in this pub have increased considerably and i have noticed a large drop in customers and how often they are frequenting the place.
people will not stop drinking but they will find cheaper ways of doing it which will result in a loss of yet more of our pubs sadly.
this will lead to a increase in sales for the survivors which i believe jdw will most certainly one.
ps it is only 1 mile from my normal drinking hole to the local jdw and although i have not been a frequent attendee i and my fellow drinking partners are already talking taking some of our custom there.
drb83 i dont disagree with any of your figures but!!! i think you are missing an important calculation and that is pricing power against competition.
jdw could increase margins 10/15 % and still undercut most competitors i would not normally invest in a company with this level of leverage but i have made a small investment this last week on instinct more than figures . time will tell investing is not always black & white.
the gas deal was done in march and all of a sudden the uk govt has a heart attack.
for heavens sake what is happening to this country its pathetic.
how the sp has gone up today on the back of this trading update i do not know.
reading it before the market opened i was sure it would drop.
shows how much i know lol.
and still no report !!!
net debt to remain below 1.5 ebitda with earnings to increase 3.1m+ with cross selling other renold premium products sounds good to me.
i think that they must take advantage of the current turmoil as this will be there best opportunity to purchase other companies at low valuations and build the renold brand.
be brave when others are fearful .
porsche is a repeating record always slating the uk market and promoting the US market which has not exactly done wonders in the last few months ???
however i have to agree with him/her that dlg will drop to the 160-180 sp.
the current dividend is not sustainable at these levels and after the ex divi date it will start to drop and imho keep dropping.
the market is both weak and scared at the moment and this will weigh on stocks like dlg as it has very little coverage of the dividend.
please note i have been a holder of dlg since april 2019 and escaped recently at £2.56 which gave me a very small profit more fool me for not taking much bigger profits earlier.
we all live and learn.
p.s i am a buyer under £1.80 jmho
well i sold half my shares at 28.8 and then bought them all back this week at 24.3 so made a nice lump without a divi how low can it go who knows but do not think you will be seeing 20p again i will be adding at 23p . think they are protecting there financial position at the moment and looking to buy other companies to add and expand this alone will drive the sp up and dividends will follow i'm sure . this is one for my retirement kitty so i hope i am right.
you think it should have jumped to 250.00 you are either a silly ramper or a economic idiot.
results were good and future revenues look good and dividend looking more secure .
but please do not try and bull5hit people with those sort of comments.
grow up children the country has enormous debt and we are all going to be poorer for several years. i was telling people 2 years ago that the govt would have to inflate the debt away.
january 2012 the uk hit 1trillion in debt and it made headline news .
here we are ten years later and it is 2.5 trillion with the interest rates on our debt going higher.
who do you think is going to pay this debt YOU OR YOUR GRAND CHILDREN THAT YOU ALL LOVE ????
REMEMBER THE GOVT HAS NO MONEY ONLY YOURS.