The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
22,435 more in the bag.
Football in the garden with the kids then round the in-laws for a BBQ what a lovely day it’s been. Happy Sunday everyone
…and back down again. Just a blip I guess
Just jumped 7%, are we going to see some news?
TVR normally if it was one company then you would be right but the whole market (companies similar to AFC) dropped by quite large numbers so it’s a market thing. For whatever reason the H2 market has lost value. It goes up and it goes down but the good thing is it’s no concern about the company, they haven’t done something to cause it. If we were down 10% and the rest were up 10% it would be a case of looking at why but that’s not the case today. There will be another wave back up when the MM have finished bringing the price down I would think that the run up to COP26 in November will see us higher than 70p even without orders but the company bringing orders in would increase the MCAP further. All in my opinion of course
After a morning of moaning, one positive is looking at the charts of the last year, the SP jumped to 4x the value in the space of less than two months. As much as this market has its dips it has its jumps just as quick. And if we have orders in the bag by COP 26 we should see us in a very good place end of year. Just need the market to hold this time
Anyway that’s enough of my ranting for the day, think I spend too much time looking at this share considering it’s a long term hold. Back to the day job lol
I am not talking about the share price, that’s down to market sentiment. I am referring to the lack of news on things that they really should be promoting to keep us informed rather than basically saying we are finally moving into our new facility where we can scale up and a massive achievement for the company, but then not confirming if they are actually in, what it looks like, if there is a delay again. What they are even currently doing if they are in before orders come in. Just a little share of information goes a long way. Not asking for the world just confirmation the company is all set up and working in the new factory and some pics of how it looks
It’s a crazy way to promote or not promote your business. I don’t really buy that they don’t see the power of social media as every time EXE write anything they share it or add comments, why would you share if you don’t think social media is necessary? It just seems lazy to me that they share but don’t write their own things themselves. As many have said maybe it’s because we are far too busy at the moment but it does show their opinion on shareholders
Daz you only bought back in yesterday, you can’t be out again already…surely
Fair enough DW
It will also depend on if they are standard units that get sold or bespoke. If they are planning on selling a standard 160kw unit, if multiple companies have shown an interest in that, they can manufacture them ready for orders. Don’t get me wrong I hope orders come soon just to settle the nerves…but they are coming
DW that’s pretty subjective, in other words how do you determine that he is or isn’t doing that. For example in the past 12 months the value of the company has tripled. Or do you base it on future SP if so he has given the shareholders plenty of information on the direction of the company. What he hasn’t done is given information regarding potential orders or timelines as that could effect negotiations with other potential customers, which in turn would give the company a bad reputation and lower the value of the company (and SP). We as shareholders get to decide whether we like the company direction or not.
Lol sales have been a long time coming but he has actually committed to saying multiple sales in H2 which from memory I don’t think he has flat out said we will have sales in the next six months. If you or anyone else is short term you have to at least give it until Dec 31st and if anything else ride the wave that will come towards COP26 in November. There is a lot more chance of this being higher than 65p than lower in six months. If others are aware of making money quicker then jump ship onto them but to me it seems a little pre mature thinking sales are late when he said in the next six months, 8 days ago (H2 started)
Gar AB couldn’t care less what the SP is tomorrow, next week or next month. His job is to make the business successful and maximise turnover and profit over the next 5-10 years. If he does that then the SP follows suit. Why would he care what the price is next month, that’s only of interest to people hoping to sell next month. If your a short term holder that’s fine but it’s not AB’s fault he isn’t giving info so you can sell soon for a profit
Gar I don’t think anyone doubts you are a genuine holder of shares it’s just that you tend to find the negative far more than the positive yet still hold which with thousands of companies out there just seems strange. Anyway tonight it’s about football…COME ON ENGLAND
In all honesty we could write this that and the other, people would still moan that all they want is to see orders.
Better late than never, if anyone wants it here is the link to the event today
https://extreme-e.zoom.us/j/88333758047
Does anyone know about this? According to AFC Events it’s due to be before 23rd July
Ogggs who knows how that would affect the SP as I never know how much I trust whether it was a buy or sell but 5m volume shows a shift in shares. Whether it’s due to the nearing of orders or just people buying into the hydrogen sector and picking AFC I have no idea. Nice to see higher numbers than the usual 500k buy and 500k sells. Shows we are generating interest