The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I am now utterly bemused how we haven't moved up from 20, imo the market is just so poor everyone is risk averse and had enough of the sector right now
Conspiracy theorists might venture tales about manipulation prior to offer. I just don't know about that. So I wait
Just to add to that, Lepidolite coming on the scene has also created some fear and confusion. I think Lepidolite is a sticking plaster, fails on esg and requires unworkable tons of ore to feed the growing market. But, its had an affect, I think its emergence surprised many. The opportunity you describe here I think is valid.
Fair comments N2s, tis true indeed people sell for different reasons, and their own reasons, not for me to judge.
Big scheme of things I've been feeling better here of late, but that sp just will not shift, and that frustrates. The wider market remains poor, many are calling the bottom, 950 per ton really has many on the ropes, we'll see. Not producing until 25/26 should see us right, but nothing is certain. ATB
Imo this is a positive rns demonstrating a process, a plan, continues
In light of more recent news, particularly MIIF on board, I happen to currently think 20 is now materially undervalued, and I don't understand it. I wait and I hold. After some time, I'm feeling more positive.. SP now just mystifies me
I also consider the stake as de facto Government
Piles on the pressure to ratify. Not to ratify post today rns, is to destroy your own national wealth ..
I think the significance of todays RNS has been largely missed, or not understood, by the wider market
Significant positive news.
Put simply, I don't understand that the SP has not reacted, and also I do not understand the current SP still down here
Its material news today, considering who MIIF are connected to
For my own part, all I can do is continue to hold and wait
40 is too low for me
but, they care not for me, and imo they'll come in under 40
Opportunistic timing indeed with spod the way it is
With Chiefs on board NDC and any other dissenting voices need to present a credible plan or desist. If they espouse increased royalty fine, but they need to name the investor/ source of funding willing to accept that reduced return. There isn't one. Not to ratify ìs nothing short of self harm.
I find it strange we have no 3 infront. 33 rejected. Bid incoming. 36 pre BO, but BO was false and no rerate after.
Conventionally it's a buy imo. I'm taking no more from here as I can't live with the wage bill, but if you can live with that, would appear to be a buy from here.
40, no from me
I think an interesting proposition to you, and many, is would you take 50 pre rat.
That's a sidewinder of a question
50 and I'm done with a heavy heart. I think they'll try sub 40.
T