The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I was quite interested in the comment on the Chrome credits yesterday. If the new contract is delivering significantly better margin than previous then earnings from Chrome should double from where they are now and move the credit north of $500 per PGM ounce?
Isn’t the issue that they are currently on 6m results, not due to be published until late October based on last year? If the company has truly turned the corner then publishing quarterly shouldn’t be an issue. This will then remove the uncertainty? Definitely one for the AGM!