The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I emailed Annie Wills of Yellow Jersey this afternoon re my inability to be available at 1300 Hrs. and asked if there was recording to watch later and she replied no, but she could send me the presentation slides. I thanked her for that but said I was disappointed and she has since replied and said she spoke to Mark and they would see if it could be recorded and put on the company website. Don't quite know why they didn't think of that before but full marks for the recovery.
Very positive. The 2 year Covid hiatus re MDM is well and truly over. The transceiver business is struggling with component issues but so is any competition. Sorry to see Nexus delayed but worth it to get it right.
My take is that the Ist half revenue this year will fuel expectation of the full year's figures and that expectation will be achieved. By the time we get to the following year, component issues will be reduced and Nexus will be the driver for transceiver growth. The MDM contracts will then be on a more frequent basis with the attendant data sales and top-ups.
Our MC of 50 Mill could easily be quadruped within the next 18 months or so and then the sky is the limit!
HiHardboy, Yes judging by the AGM update the SP will rise today! The AGM will be podcast live as in the first AGM RNS and available later on the copany website anyway.
Er, no I didn't actually.
Good steady growth across territories, revenue and games and the first 2 months of the second half set to continue that. I didn't notice any divi mention but I would like the Gameses debt settled first anyway.
I particularly noticed the profit increase in relation to the revenue increase reflecting our largely fixed cost base. It's onwards and upwards for me!
As I've said before - all our YGEN SP has to do is show how our past high Covid revenue stream will be replaced by our 'core' revenue streams. Demonstrate that and all is well!
Hi Davand, We took on extra employees during Covid but have since reduced numbers. Not too sure where the fat and waste actually is?
Hi john, I note your suspension experience re Norseman but this one is somewhat different i think. My guess is that Norseman had little option while Fox's suspension is deliberate and has a fairly comprehensive business plan - not saying it's wonderful mind! However it does encompass a fund raise, an acquisition and a share consolidation. One month to go now.
I'm unsure re energy prices or indeed gas and wage costs. However because of our USP and high margins we do have some wriggle room to both absorb and increase basic costs.
I thought the July update was a little down beat. While some things are going slowly nothing was made of the strong $ and surely O & G business is increasing? You would also think airbus business was building up a bit. The then lack of any news see's the SP slowly drifting down. Lets hope one of the programs in testing converts to sales soon.
Some 2 years or so ago we spent some 3 years in the 10 p level. It's just a question of revenue growth as there was an article or two about online gabling being curtailed due to world wide rescission.
Don't see that as to much of a problem for us as we are constantly adding new areas. So good figures for next year and growth for the current half should push the SP up.
Could be a busy day today as well. Some reasonably chunky buys so far. This feels like a sustainable rise bearing in mind the visibility of our increasing revenue stream. I can't really find a downside with GMR. I'm still wondering about how the issue of a divi will be broken - will it be hinted at in the interims?
This is a very good decision. I'm with Natdan and Davand on this and I love Natdans analogy to 'kick the Company tires'. An open day gives one a chance to see the BoD in action - particularly if a difficult point is raised. However the informal chat with the BoD and senior management after the AGM is just as important as then they are more relaxed . However perhaps even more important again is the opportunity to engage with the 'shop floor workers' - now that can be a real insight. Unfortunately Manchester is a bridge to far for me but if anybody here does go a brief heads-up would be good.
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Yes, I guess perhaps some notice of intention in the full year, with some sort of caveat re revenue , is the best we can hope for but reality says 1st half next year.
The only reason I brought it up is the transparency of our revenue growth. This is the first 'start-up company' I've had with such a visible and predictable revenue growth. Just enjoy the ride I guess.
Share4. If he couldn't be bothered to pursue it with the company it seems a bit pointless complaining here rather than resubmitting it. You never know - it might have been a genuine oversight.
Hi euan60 Don't remember a Divi! Are you sure?
Hi Natdan, You're quite right re the 100+ products but actually Poundland seems fairly successful!
I think the point being made is that we went from a one trick pony to 100+ in some 4 years or so which is pretty good in my book and will with a bit of luck start driving revenues. I'm with you in the last sentence of your post - after all this time I want to see this grow
The fact that we were covering our cost base anyway during the last year means improved profits this year. Anybody got predictions about divvy's being announced?
A delayed reaction might be a slight mention in the 1st half of next year and and an actual one announced on full year '23? or even, dare to dream, a divvy announced this year!
ooofffttt72. Two things
1. Short of torture there is no way to 'force' an answer. That was not my point. I used the word 'press'. If you were genuinely interested in your question being answered you could have pursued it.
2. I quote from your post.
"Repeat business from previous clients / customers. According to time scales in the RNS’s that work has been concluded. Hence previous not current! "
Unfortunately I'm not quite sure your point here?
Hi Stas20. You've obviously done a fair bit of research but I'm not to sure of the interpretation and I quote from your 11.22 post.
" How else do you justify the 6 months of massive sales yet not one disclosure. Just as an example and these are really just a fraction of the sales, just the larger ones"
I've just done a quick calculation and the figures you give add up to 1 Mill as Buys, 5.45 Mill as sales and 20 Mill as unknowns? The reality could be anything I reckon!
Thanks for the link GLT. Yes it is worth a read - It's very comprehensive. For me the low SP is a mystery but as I've said before once we show that our core business can replace the Covid revenues then the SP will rise. The half year figures to September are going to be all important this year.