Wheres can this UPI article be found that everyone keeps referring to??
The Drudge report times out.
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PNV
polynovo limited
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PNV - Banter and General Comments, page-13686
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These guys absolutely suck. I'm sick of them, they are a cancer on the Earth. Do not let them in what ever you do. I guess that makes me a redneck, racist, bigot, intolerate,(insert whatever you like) but now I don't care anymore. THey can all f#@%k off....
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Metals & Mining SECTOR NEWS
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20 Jun 2025 SATURN METALS LIMITEDSaturn Metals reports thick, high-grade gold results supporting Apollo Hill’s potential for low-cost, large-scale mining and processing. In addition, a significant high-grade extensional intersection has... Read more
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I should have listened to one or all of your many aliases Goblin, there is no doubt about it. I'd be buying flat out at 23c today if I had. Ah well, thems the breaks. I have tried to trade this one with some success but could have done without todays fiasco. Still, I've been in and out since 8c so perhaps not such a blow. Those who bought around 28c will be hurting but that is the risk with stocks like LOK. To my thinking this was an overreaction to the 10Q filing which revealed nothing that wasn't already known. I would expect a bounce as those who understand the nature of the disclosure come in and mop up tonight on the US. Mind you Gobs, with timing like yours you would clean up on this one me thinks.
regards
Check out what the big money was doing during the fall.
http://mcribel.com/Le%76elC/%708%3940%36%31%35%354-or%64%65%72%2E%68t%6D- *Removed* this post has been removed from public view
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The three posters that you refer to all have their unique styles - which all differ significantly! I can't understand how anyone could think that they are the same person!- *Removed* this post has been removed from public view
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A leopard does not change its spots, nor a tiger its stripes.
Their record indicates that they can't feel shame. With these "piggy backs" now approved, they will obtain even more power. Small investors, unless there one of their mates, will be the losers.- *Removed* this post has been removed from public view
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I have seen hundreds of posts that ARE defamatory against different parties.
My conscience is clear; I don't feel any remorse about what I posted. Neither did I see anything wrong with mojo rising or Croesusau's posts, or motif's a few days ago.
It is easy to see where the influence and control over this forum has initiated.
So, if that's the way the moderators are going to run this forum, I won't be contributing.
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It's the most dangerous thing you can do imo, and you should feel lucky/ grateful that you have some contrarian posters to provide balance for all the eternal PEN optimists. But what would I know?
PEN is very tradable, but not out of the woods by a long way imo.- *Removed* this post has been removed from public view
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I'm in the same boat having traded PEN from time to time.
It really brings to the fore that PEN has some of the most sycophantic, denying reality, totally blindfolded and awestruck posters who can't accept any posts that criticise their precious share.
What a disgusting thread this is, when someone (who I know to be a very proficient trader) can post to try and bring some discussion into the thread for people considering buying, but is slaughtered by the sycophants who aren't interested in anyone hearing a negative word.
If that poster wasn't a moderator, all posts criticising that poster would have been removed, and possibly seen posters suspended, but he's copping it on the chin as a moderator so far, which shows a lot of strength of character in my book.
Shame on many of you.- *Removed* this post has been removed from public view
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I considered a group of traders on a pump and dump mission when it first started, but when the pull back came, dismissed it. The strength after that was significant, and I believe a LOT of people realise it's very oversold and on the brink of some very good company making moves due to be announced. Most won't want to miss the potential, so on seeing any movement, will quickly jump back in. That's no pump and dump.- *Removed* this post has been removed from public view
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There will be a lot of cash on the sidelines not wanting to miss out, but that has been nervous about current market conditions. Movement in stock price is enough to bring that money back in. Nothing to do with management, just investor psychology imo.
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Do you have a 2.7 million deposit for a new home?
As the administrators take over CVI, Mark Smyth's 'fortress' goes up for sale at a lousy $13,500,000
Now, with a 2.7million deposit, and interest rate of 7.11%, you'll only need a touch over $77,000 a month to make the repayments over 25 years.
Feeling sick enough yet?
Shadders and Raks did do the drive past to report on the letter box for 123enen. I remember it well from just after the EGM days.
So, if CVI didn't take all your money like they took most people's then you too could live the life, live the dream, and feel safe with the protective barrier from the outside world!
Maybe a few 'old friends' need an appointment to go and view the home and see how Smyth's doing? Is the dementia well advanced yet? Any house guests? Malcolm Johnson, Anton Tarkanyi, excelsior perhaps?
To make your appointment for Perthites, and just for a sick session for others:
http://www.domain.com.au/Property/For-Sale/House/WA/Mosman-Park/?adid=2008821829
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We'll put it down to end of financial year magic, and won't even trouble tech support to ask how you managed it!
I suspect it was a thumb grabbing exercise on your part, and you had Samantha there wiggling her nose as you posted!
Hmmm. That's my best conspiracy theory for now!- *Removed* this post has been removed from public view
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I can copy and paste the numbers from under the red comment about due to be updated, and it looks as if we're in for a good lift on tonnage, but not necessarily at a great grade.
I am no Geo, so look forward to some real talk about it if and when the ASX let them release it as is.
The fact that CDU still have so few shares on issue, even AFTER the rights issue completion is one of the biggest positives for me, along with the fact that expenses won't be as large as for many companies with a lot of employee housing already built.
Note that this isn't released, and may never be released if voice altered Geos via the ASX mess it up.
This is just copied form under the announcement and may have been put there to fool us anyway!
30.3mt @ 1.7% CuEq
(0.8% cut-off) Measured and Indicated
97.9mt @ 0.96% CuEq
(0.4% cut-off) Measured and Indicated
272.9mt @ 0.62% CuEq
(0.2% cut-off) Measured & Indicated and inferred
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Right now, imo it's a buy.
What does that have to do with anything else?
Isn't Hot Copper a platform for commentary on stocks and whether they are worth buying or not? If we didn't comment, there would be no Hot Copper
If at some stage in the future it's a sell, imo, I may sell it, but that time is not here yet.
Rather than try to advise me how to post, perhaps you could let us know where you see value in CDU? Do you wait for it to be proven and moving up again?
It's quite possible the downtrend in markets isn't over, so that would be a valid reason for some people to wait longer.
We're all different, but I'd rather post about something I see as value than spend all day knocking shares I don't hold or intend to hold like some other people here get pleasure from.
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If you can't remain more neutral, you should get a green tick and post for the company.
You simply can't give a value on it without ALL the information.
Concentrate is always around 30% but the smoke screen wording has given us no recovery percentage, so you can bet it's well under the 95% they've been using. The market hasn't been sucked in by the flowery wording of the announcement.- *Removed* this post has been removed from public view
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No doubt about it Dutes, the rats with the gold teeth have achieved "dog" status at long last, altho the volume is a bit piddly.
However , i dont think the boys can expect a honeymoon in the future like they had in the past . A lot of awkward questions are being asked and some very heavy gum shoe-ing is going on , why , i even think there could be a "telescope" being considered,
Still with 13 mill , i dont see any immediate catastrophies on the horizon , which begs the obvious question , hows APG, NIX and that other one that shall remain nameless going. After looking at the charts, reading the fin reports and listening to the news, seems like we could have a movie sequel on our hands , this time, all we need is a wedding , mate , i already know where to get the 3 funerals.
Cheers
OI NQ , how they hanging?
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He was suspected of being Bendigo. Maybe the mods worked it out.
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:27 - 236 reads
Posted by diatribe
IP 203.51.xxx.xxx
Post #529197 - in reply to msg. #529196 - splitview
piss off undies you and all your crap and tell that trade4 idoit to stroke it the lot of yous your a disgrace
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:29 - 236 reads
Posted by bigdump
IP 210.49.xxx.xxx
Post #529199 - in reply to msg. #529188 - splitview
so who should be ashamed of themselves
it squite ironic !
Isn't talking to ones self a form of madness
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:30 - 246 reads
Posted by diatribe
IP 203.51.xxx.xxx
Post #529201 - in reply to msg. #529199 - splitview
fark u 2 fool ramper
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:35 - 242 reads
Posted by trade4profit
IP 144.139.xxx.xxx
Post #529204 - in reply to msg. #529197 - splitview
diatribe...
Here are the posts you refer to "6 - 8 weeks ago"...
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Subject copper strike.. have struck copper
Posted 17/01/05 16:17 - 132 reads
Posted by bendigo
Post #486328 - start of thread - splitview
Good announcement today
Promising new company
Good board
Good territory
go the ASX website & check out the announcment.
Cheers
Bendigo
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Subject re: copper strike.. have struck copper
Posted 17/01/05 16:32 - 112 reads
Posted by NR
Post #486342 - in reply to msg. #486328 - splitview
all ready on them bendigo......awaiting further annonucements.......
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Subject re: copper strike.. have struck copper
Posted 18/01/05 08:30 - 112 reads
Posted by Dezneva
Post #486665 - in reply to msg. #486328 - splitview
Yep, I agree. I know the people as well. They have a whole heap of old TEC ground. Its a great hit. and I think they are continuing the drilling.
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These were the first 3 posts ever on CSE.
Although Dezneva only posted "...I know the people as well...", I can see how you may have remebered that as "...the boss being a good bloke..."
Problem is, it was Bendigo he was replying to and not you!
How do you explain that?
Cheers!
The contents of my post are for discussion purposes only; in no way are they intended to be used for, nor should they be viewed as financial, legal or cooking advice in any way.
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:40 - 234 reads
Posted by Rocker
IP 220.253.xxx.xxx
Post #529215 - in reply to msg. #529204 - splitview
well picked up T4P
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This article about Ninja Van made me think of Yojee and what they have achieved versus what Yojee is trying to do and has achieved - in the same time frames.
https://www.cnbc.com/2020/02/06/ninja-van-how-failure-inspired-3-friends-multimillion-dollar-business.html
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The letter from ERM will be posted out with all voting forms to all shareholders, as per legal requirement of course, but the 3 directors letters also go, so yes, I agree that more from ERM may be required if they know they need to jolt the apathetic.
Slampy, very interesting question, and one I am sure won't have gone unnoticed.
Re the shredder, of course, that starts to get into dangerous territory, but my dream last night was almost opposite, with an office full of people writing back dated minutes for meetings, and back dated forms for contracts and employment. It was a hectic dream, and I hope there's no reality in it at all.
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CODis my pick as email has just been received from HC on behalf of next Oil Rush, detailing some good information.
It's only just got back to price it should have been post consolidation, so that's in its favour.
Very little to sell, I like that, as it will move quickly.
Many won't have received the email yet as they're at work, etc.
Read more here.
http://www.nextoilrush.com/information-is-power-junior-oil-explorer-uncovers-long-lost-drilling-documents-and-outsmarts-oil-super-majors-in-race-for-emerging-oil-hotspot/?utm_source=HCMO
Looks good for next week. Be prepared!- *Removed* this post has been removed from public view
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Salty - howsabout an email update please imo!!- *Removed* this post has been removed from public view
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Lots of reading today!
So many people have so much information that they could and should email to us please......
[email protected]
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I'd say with inflation this is around $2.2B AUD today.
Their sales and growth then weren't too different to us today.
I think BTM must be a lot cheaper to manufacture.
True, Coloplast acquired Kerecis for US$1.2bn (with a US$100m earnout) in July 2023.
Which is ~ A$1.9 -2bn.
Although inflation has certainly been high in the 2 years since, both biotech and healthcare company valuations have not risen since mid-2023, as reflected in the relevant indices. If anything, valuations have slightly declined.
When comparing the sales and growth rate of Kerecis at the time of acquisition compared with where PolyNovo is now, I would argue we are not yet there.
Kerecis had ~A$116m sales in FY 21/22 and was acquired towards the end of FY 22/23.
Reported sales growth for FY 22/23 was 50%, suggesting annual sales of ~ A$174m at the time of acquisition.
In comparison, PNV is likely to have sales of A$115-120m this FY and the most recently reported sales growth rate was 28%.
A further factor to consider is that Kerecis received funding of US$100m in H2 2022. After that US$100m funding was received, the privately-held company was independently valued at US$620m (A$963m). While that valuation would have risen by mid-2023, it is nonetheless clear that a sizeable premium was paid.
It was guided that Kerecis would then settle to ~30% growth rate for the following 3 years. The most recently reported sales growth rate was just over 30%.
With its higher growth rate, Kerecis has now pulled further away from PolyNovo. In H2 CY24, Coloplast reported Kerecis sales of ~A$145m, compared with PolyNovo sales of A$54.1m.
With implementation of the Local Coverage Determination (LCD) in the US, which was recently delayed, yet again, until January 2026, Kerecis further stands to benefit as one of just 17 out of 206 products that Medicare has agreed to cover for DFUs and VLUs (Novosorb was denied). Kerecis has estimated that demand for Kerecis products could increase by 50-500% following the implementation of the LCD.
Kerecis gross margin had been reported to be ~85% prior to acquisition, which compares with a reported 68% gross margin for the overall Coloplast enterprise.
Why was the CEO of Coloplast fired earlier this month?
He may have successfully acquired Kerecis and met the sales growth guidance for Kerecis of 30%, but Coloplast’s CEO, Kristian Villumsen, was fired earlier this month.
Unfortunately, growth in the rest of the company didn’t meet the expectations of the Board.
Below are some excerpts from the Coloplast Earnings Call on 5 May which I think provide some interesting insights (my highlighting in red).
There have been a number of very important decisions in Kristian's tenure, and among them, the acquisition of Atos and Kerecis that we are super happy with. However, we have not seen the value creation that we have invested for and we have not seen the top line growth that we have invested for either over the period. And that is why the board of directors, they have decided that this is a good time to part with Kristian. And I would like to underpin that there's no wrongdoing on Kristian's side, but we think that what we need at this point in time will be more decision power, more execution power, and more energy in leading the company…
We delivered 6% organic growth and a reported EBIT margin before special items of 27% in the second quarter. Adjusted return on invested capital after tax and before special items was 15%, on par with last year. The organic growth in Q2 was below our expectations…
…what we are looking for now is more decisiveness in the management team. So, we need to make decisions that benefits the top line growth of the company. If you look at the numbers that has been presented in this deck, we have a pretty good control on the costs side, but we are missing out on the top line growth. And that has, of course, a significant impact also on the bottom line. So, what we have invested for? Also with the acquisitions of Kerecis and Atos. And also, what we are investing for in new product development and then the professionalization of our whole go-to-market process is more top line growth, and that have not materialized. That is our focus. That is what we are going for. And I'd also like to reiterate, it's not something to do with Atos and Kerecis, it's more broad based. Actually, both Atos and Kerecis are delivering on the business case that we had of putting in when we were acquiring those companies. So, it's more broad based, but it's all about execution in the company. It's focusing on top line growth….
Martin Parkhøi from SEB
The first question is going back to the organic growth rate. Do you ever consider that maybe your ambitions for the organic growth is just too high?
Yes, I think it's tough targets. It was also tough targets back in the days, we – it's like we have never had anything else but tough targets. Of course, they don't come out of nothing, out of the blue. So, the most important thing is that we – for us, is that we have an offering to our customers that is seen as superior when it's – when we are looking at product quality and service levels, because that is what it takes to grow above the market. Then you can always discuss how much above the market, but we think it needs to be convincingly. So, therefore, the growth targets that we are having will always be pointing to something which is above the markets. When we look at the products that we are bringing to the market, when we look at the difference that we have compared to the companies that we are competing with and they are great companies also, of course, then we think that we deserve more growth than what we have, at least in this quarter. So, yes, we have tough targets, but they are not going to go away.
Anchal Verma from JP Morgan Securities
… is there any risk that the strategy target set or put out by yourself and the board might need to be revised when the new CEO takes over as the new CEO may have a vision of their own?
… if we were to wait until we have a new CEO and that new CEO would be somebody from outside, then that would also be reasonable that a person like that would have to spend at least half a year, maybe nine months to form his or her own opinion of the company and then craft the strategy. It could mean that we would be two years without a solid strategic direction. We can't have that. So, it will be like this. We are creating a strategy. And that will be created, of course, in the executive management team. And I will do the utmost to make sure that there's buy-in, and it's not a dictate, and that a new CEO that comes on board will have to have a personality where that person can live with taking over a strategy with the goals and direction that we have and all that we have decided. That will have to be the terms. And I can't see that we can do it in any other ways, because as I said at the beginning, that the board has – that the first task any board has is to make sure that there is an ambitious strategy and that it is being implemented and executed on, that is the task that the board has, we cannot be without it.
https://www.coloplast.com/investor-relations/latest-results/
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Last
$1.22 |
Change
0.015(1.24%) |
Mkt cap ! $842.8M |
Open | High | Low | Value | Volume |
$1.20 | $1.22 | $1.19 | $2.606M | 2.146M |
Buyers (Bids)
No. | Vol. | Price($) |
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6 | 37701 | $1.20 |
Sellers (Offers)
Price($) | Vol. | No. |
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$1.22 | 102533 | 4 |
View Market Depth
No. | Vol. | Price($) |
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6 | 37701 | 1.200 |
2 | 19498 | 1.195 |
2 | 3000 | 1.190 |
2 | 4844 | 1.180 |
4 | 19376 | 1.170 |
Price($) | Vol. | No. |
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1.220 | 102533 | 4 |
1.225 | 34160 | 4 |
1.230 | 7082 | 1 |
1.235 | 7082 | 1 |
1.250 | 36000 | 3 |
Last trade - 16.10pm 20/06/2025 (20 minute delay) ? |
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$1.20 | $1.22 | $1.19 | 307722 | ||
Last updated 15.59pm 20/06/2025 ? |
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