The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Impressive Mrozzy - Good chance that might translate to a very large contract with a big name. It's really snowballing.
Can't quite believe the market is assigning zero value to Guident and I don't care for the ' lack of mode of value transfer to shareholders' comments that are frequently banded about on here. Same as any junior company until they start paying dividends so totally illogical but it's developing so quickly I think major news, that just can't be ignored, will drop at some point.
Good morning IP3LY
Thanks for posting. Received the same myself. Don't really know what to make of it. Quite technical but sounds like some of the larger 'pie' owners got a payout instead of a share swap - I imagine cheaper to TEK capital.
Still looks like the rest of us will have to wait for a year but then will get a par for par conversation, so fingers crossed the SALT Sp is far in advance of where it is now !
Have a good day
Correcto CM. 100%. Pedigree CEO and suitors listen to him. All these advanced tech companies are falling over themselves to utilise Guident's niche product, because of him, I suspect. Trusted and respected.
That 'conservative' valuation is inbound and 'should' cause a bit of a stir in this little eddy.
Risks: H&T’s customers are cash-constrained. Its money laundering, stolen goods risk and other regulatory controls are appropriate to pawnbroking. We believe sentiment to the industry is a specific risk, which needs careful communication to overcome. Inflation risk to the cost base is also a specific short-term consideration.
What I mean by dirty is most of what's written above, which is straight off the report. Careful communication is using hardman reports to boost credibility for example. Add to that they re staff are not exactly going to be motivated. Can't have been paying them much if they're siting the minimum wage as a cost pressure.
The fact that most of it's competitors are out of business is not necessarily a good thing I'd say.
That's all. I'll get back in my box
The one posted yesterday Hardboy 4/4, but I ve had a look through previous RNS and they seem to use Hardman reports to bolster credibility.
Pawn broking is pretty dirty whatever way you look at it. Didn't say they don't know what they're doing but I wouldn't say I trust them and they look hell bent on world domination and increasing their gearing ratios but not necessarily the right time imho.
Just a comment, probably misplaced but I say it as i see it right or wrong.
Never mind me and have a good weekend
We don't actually know he's taken his bonus so it's a bit of a 'harp' until we see the financials.
Not saying I'd bet against it by the way but it's not a fact so sounds a bit churlish.
Call him a mug, tw&t, greedy C**t, whatever you want though haha. That's subjective !
Not sure why my previous posts didn't complete but I'll try again
As Guident is valued at less than zero, anything they are doing is a bonus. When they received private funding the whole business will be underwritten conservatively and will pin a value on Guident that the market can't ignore.
That news should hopefully be due in short order