PAR 1.92% 25.5¢ paradigm biopharmaceuticals limited..

I note that there are 3 posts in another thread, about getting...

  1. 1,047 Posts.
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    I note that there are 3 posts in another thread, about getting behind management.
    The only management to get behind are those who deliver.
    If you don't know that you might have been holding TLS since nbn started, or two of the banks who went backwards over years compared to, well, CBA or MQG.

    PR has a kpi to get a deal done. It appears it only needs to be a small deal to get a big tick.
    Management have completely ducked being up front about how expenditure will be financed.
    They haven't produced new milestone dates. My take as a former PM in IT is they don't know how long because their earlier estimates for 008 did not pan out.
    They have ducked taking any steps to broaden the investor marketplace by introducing Depository Receipts in the US.
    They have ignored the likely weakness of the market during a pandemic.
    They should have been ready to go with a CR or even a small side deal on the day of the IND.

    And some people think they should be lauded.
    They (management) just don't get it it, they are doing at best a pedestrian job.
    As @Mozzarc has laid out in many analyses, this ought to be a no-brainer investment.
    There are two aspects holding it back;
    1) At best ordinary management and Board
    2) Failure to enlarge the investor base with Depository Receipts.

    Time to take a holiday, Tasmania beckons.
    PS. J Grantham is right, markets are overvalued.
    Watch US Margin Debt change v Other
    IMO. DYOR.




 
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