The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Having seen all of his companies perform so badly even after all the continued Copper hedge narrative you would have thought that he would want one to perform this year. Hopefully GLR is the one.
Ultimately JLP simply has to deliver on what it says. Start producing reasonable amounts of Copper at good margin. Any rise in the Copper price is secondary? Investors are largely negative on promises after so many delays hence the low SP?
I would have thought we would have heard something about the SFR $4m and what was and wasn’t spent by now? Simply another disappointment from CB? Feels like he’s not really controlling what’s going on with his projects? Star Zinc another example?
Mikie, I wouldn’t get too overexcited re commodity prices. If these move up quickly then it will reignite inflation which will means interest rates aren’t coming down, if anything the risk would up to the upside! Self tempering ?