The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Lol, ok, fair point. Brandshield is a much dodgier company though and I got burned there too. Decided to sell for next to nothing rather than hold and wait for a sale. In that case I decided they'd never make any money and at best I'd get diluted to near nothing.
EMAN is a company with substance, UK based and is profit making. I think it'll be bought out (and soon) but I'd be amazed if it simply got delisted. Even if it did I wouldn't sell. I'd take my share of the profit when PE inevitably buy it out.
Your shares are your shares, private or not, listed or not.
The only mistake you can make is selling cheaply at the wrong time.
In the interests of balance, and being fair, relating to AS's unwillingness to discuss Company valuation.
If discussions are advanced relating to relisting, takeover or in fact any major capital event for EMAN, then entering into dialogue with parties outside the loop on a closely related subject means you either have to divulge information you shouldn't or lie.
Maybe (just maybe) there's was a good reason... You can see I'm trying hard not to be peeved here.
Watched the presentation. Much of it pre-recorded.
Took some Q&A, mainly about F&B. Some about future expansion - only interesting information was a comment about maybe opening outside the UK in the future and having an aspirational ceiling in the UK of 100 venues.
They had told the facilitator not to accept questions about the share price. That's the first time I've ever known management of any company so blatantly duck the issue. Pretty pathetic really. The issue has been acknowledged internally to the extent of them revaluing the incentive scheme downward for AS but he refuses to discuss any aspect of it with shareholders.
Everton, that was word for word what I was about to type.
EMAN is a great company performing exceptionally. The market doesn’t appreciate the good performance so it’s just a case of waiting for it to be taken out. AIM is a crap market sometimes, although maybe it’s just the uk market generally.
I assume you did listen to the podcast? You know that bit about seasonal income and expenditure?
Discussions with North American customer 'ongoing'.
So they've not gone away completely then. It's just a stand-off... for now.
Everyone buying at these levels who simply holds will make good money medium to long term.
For those with slightly shorter horizons, just keep trading for your 10%'s.
Either / Or, no stress.
It's not a case of 'how this business works', you pays yours money and takes your choice. Helps to show a little respect to others point of view though. Thinking there's only one way truly is stupid.
If it gets to 235 I'll join you.
Still not sure about using a 'number of employees' metric to justify market cap though....
Group hug :-)
I think Warren Buffet's prophetic words may well be applicable here.
Ignore the raise comment on Twitter, that's just lazy mans deramping. There hasn't been any need to consider that option for a long time now.
The question BOOM has is when to start paying a dividend, not if they should raise cash. Having stating an expectation to start in 2024 they rightfully shelved it as the market turned down. Keep the cash on the balance sheet and keep driving forward. Sound management.
There will be many envious eyes looking at BOOM over the coming months..
It'll be M&A or a NASDAQ listing. BOOM would be valued 5 to 10 times higher over the pond.
A US listing might be worth a question to SL later.
I guess when you've come through an economic decline or recession, reaching previous highs is on the path to reaching new highs. Can't get to the latter without the former.
Credit where credits due. That's a cracking quarter.
It looks like an extremely good set of results and a very promising outlook.
Hopefully we can replace the North American low margin customer quickly, although it wouldn't surprise me if they came back to the table. Negotiating takes all sorts.
Looking forward to the presentation later.
Brilliant start to 2024. It's going to be a sensational year.
JWB - What a posting history. Have you ever written a positive word about any stock in your life?
There are lots of things to dislike about other people. Some people just feel the need to say it too and they're usually the same people who are highly negative bout everything.
(LOL)
Your other option is to invest in the bully instead of the bullied.
You can get no growth at all and a 7% divi at Unilever.... and save yourselves a lot of moaning ;-)
It's clear some people on here have never run a business.
You don't take on or retain low/no margin contracts for any reason other than to cover fixed costs when you have over capacity on production or when you want the clients for marketing/promotional purposes, ie, a loss leader.
Itaconix is a rapidly expanding company, constantly into new markets with new products.
If JS isn't bending over for them and is prepared to play hard ball then he must be confident of filling the void.
Show a little faith. The conspiracy theories are pathetic. Rant over.
When the BoD stop turning down approaches.