Forum Topics PNV PNV Polynovo Ltd General Discussion
Rick
Added 8 months ago

A great Interview with David Williams this morning @Strawman. What I found most interesting was when he went off track and talked about what he does with other businesses, eg Tassal. It would be great to take him up on his offer to come back and talk generally about his experiences in other industries. Cheers Rick.

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wonkeydonkey
Added 8 months ago

yes a chat on his other M &A businesses would be really interesting!

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Nnyck777
Added 2 years ago

So doing my part as a Polynovo share holder today! I had a skin cancer surgeon as a patient and just casually asked about whether he uses temporizing matrix scaffolds in his work. We had a great chat. I mentioned what BTM and MTX was achieving in burns and wounds and even told him about the recent finger crush injury paper. He was very interested and asked me to write the name of the company down.

Just spreading the word one surgeon at a time.

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loshell
Added 2 years ago

@mikebrisy "My first thought is, of all his potential sources of capital, given that he offloaded $PNV, what does that say about his view of the near-term propsects of the company's progression?"

Perhaps it says that other likely sources of capital are seriously in the red. Exhibit A: MVP

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mikebrisy
Added 2 years ago

@loshell Yes, quite possible.

To be fair, he has pumped quite a bit of cash in over the last year, particularly seeing how undervalued it was at sub-$1. We can't have it both ways - a lot of his buying help drived up the SP and got the shorts to close out. Arguably, the SP appreciation was not justified based on the fundmental newsflow, even though my valuation is now much higher than where it stands today.

I am not unduly concerned by this. So what, we wants to spend $Xm on a US house. Probably a good time given the housing market coming off, and some premium properties in the US getting marked down. Smart timing. He's made a great return.

$PNV is getting to the point where it is the results that will do the talking. If momentum continues and expands into the next period, then this will all be noise.

That said, Director buying and selling all contributes to one's sense of conviction in a holding, and like others I can't help but feeling slightly bruised today.

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Nnyck777
Added 2 years ago

God talk about an over-reaction to DWs selling. Down 14% at time of writing. The volatility and negative sentiment in this market is huge right now. There certainly weren’t 14% upswings with DW buying on a single day. He sold to purchase a house. He put so much of his own capital in over the last 12 months on market, a small sale is not a sign the sky is falling.

I sold a lions share of my private holding at $2.37 which was utter luck. I wanted to free up capital to purchase another stock. I did this never thinking I would get to buy in under $2.00 again.

This market is crazy…..those camels are looking good.

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Solvetheriddle
Added 2 years ago

@Nnyck777 with all due respect, PNV has got to be one of the most volatile share prices in the market. i just scratch my head, massive up and down moves. i dont understand. good luck to all you guys. gives me the wobbles.

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Scoonie
Added 2 years ago

The Chairman is a great promoter. Just go to one of his what I call "promotional videos" for PNV or the other ASX listed company he is involved in, Ratemyagent and see how he sells. He can talk the monkeys out of the trees.

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