The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
https://www.investi.com.au/api/announcements/emh/ef75ce5e-8b2.pdf
I am not sure it is exactly accurate to say that we have fallen to our floor price. We were below 10 p last Spring.
For three years, all of my EMH holdings (they are spread over 4 accounts) were painted a sickly red. Now, they are all healthy. If you look at the google graph and press the button for every period 1d/5d/1m/6m/... they are all green (as I write -- if the next transaction is a sell the 1d will turn red, but not the others).
We are all getting too impatient, fed by the excitement around battery day, the US listing, the graph saying we should have expected an offtake agreement last week .... I know I am. I need to check myself.
We had a pretty rough ride from Spring 2017 to Autumn 2020. But, as I said sometimes, even in the worst of times, we will one day be grateful for, Babis and the fall that let us top up cheaply. It was not always easy to stay that confident as that sounds. We do now feel on the cusp of something big. It is hard not to get impatient. But things are much better than they were and they will get getter still.
FRANKFURT, June 15 (Reuters) - Volkswagen (VOWG_p.DE) is in talks with suppliers to secure direct access to raw materials for electric vehicle (EV) batteries via partnerships, one of its board members told Reuters on Tuesday.
FRANKFURT, June 15 (Reuters) - Volkswagen (VOWG_p.DE) is in talks with suppliers to secure direct access to raw materials for electric vehicle (EV) batteries via partnerships, one of its board members told Reuters on Tuesday.
https://www.reuters.com/business/autos-transportation/volkswagen-seeks-partnerships-battery-materials-race-2021-06-15/
Short term media attention seems to have a larger effect on share price that rational expectation. Things look much brighter than they did on Battery Day but there is no big splash. Maybe we will get some press around the VW boss trip to the Czech Republic. The interview with the Czech government minister looked to me to be pretty near an off-take agreement with VW. Maybe that will be announced soon?
That off-take agreement time looks like the end of Q2 to me. That is pretty damn near. I would expect a published timeline to be accurate for the near future, in any case. Though, accept that agreements may not be absolutely predictable.
I have been impressed by the upgrade of slickness in the last few weeks. It feels like we are readying ourselves to play in higher leagues.
This is getting pretty far from EMH but: Taffy does come from Dafydd. It is like Paddy as a pejorative for an Irishman or Dago (for Diego -- i.e. James) for a Mediterranean man. It is a standard dehumanising rhetorical ploy to call everybody from a nation/race by the same name (frequently made childish -- like Taffy).
On more pertinent thoughts: it feels very positive at the moment. The news is so promising. I have been building up my share over the last few days in anticipation of big news. The crash of April 2017 and the Czech political crises that followed are feeling like ancient history.
https://walletinvestor.com/stock-forecast/emhlf-stock-prediction/data
Wallet investor predicts emhlf doubling by September and 10 bagging within 5 years. Not quite as optimistic about emh.l:/. Still good though: up 50 percent in a year and tripling in 5. The discrepancy in the shares may make one wonder about the accuracy of their deep learning algorithms but still it is nice to see such bullishness.