The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
In the event that it is delayed again, I'll be a bit annoyed if we don't get a proper explanation as to why. I.e. Cadence coming out and saying that they weren't able to get their guys over to Zimbabwe for reason x or something.
People are waiting to see what happens with our option to subscribe further. The reason for that is quite clear: we don't have $9m in the bank so if we subscribe there will be a placement. Probably discounted.
In the same boat.
There are obviously some concerns - high P/E and FD departure mainly, but the latter could be down to any number of genuinely person reasons (or maybe Nicky is a nightmare which isn't ALWAYS a bad thing). But until we see some early revenue figures, I'm not selling a bean. I'm fortunate that my entry point was 'only' 111p.
Just have to look at Burford to see what's possible with patience here.
Got your maths wrong there. Yes, it values Zulu at $17m but we only own 70% - so it's $12m, or just over £9m. Still means that RHA, Zulu, ARCM, and everything else are only valued at a paltry £4m or so, though.
I think it's well known this is theoretically undervalued, but until further subscriptions in our holdings confirm that and thus increase the NAV, we won't move much higher. We need Factom Series B to close, basically.
This won't go anywhere until Old Mutual close their short.
Didn't even know that guy was over 3%. Can anyone locate a previous notification for him?
What is this gibberish?
Lunatic.
Rolling Stones are not yesterday's group. Each of their gigs sell around 1500 tickets a minute. That's for each and every date. As far as I'm aware, they still sell tickets faster than anyone, even Beyonce, and I'd say a majority of those attending are from post-baby boomer generations.
The Adele potential, with her not touring, would be if she did intimate live performances exclusively on Melody.
no, not for tomorrow. For the big global launch, once we're on all platforms.
U2 would be a poor choice IMO. For me, it has to be one of two: Taylor Swift or Rolling Stones. Two artists that could fill massive stadiums 10x over. U2 are big, but these days they're nothing compared to those two, and they're also pretty uncool among millennials and gen z.
Wake me up when Factom Series B closes pls