Happy New Year – 2016

It’s been an interesting year. When I started this site I really didn’t know what was going to happen… in most respects, it has exceeded my expectations. A Few Opening Remarks On a positive note, I genuinely felt support for the mission of trying to create a fresh dialogue around the quality and transparency of ASX-listed companies operating in this…

Investor Relations and ASX Biosciences : Part of the Problem

In the last couple of weeks we have seen a couple of interesting movements between the corporate and investor relations world, a “new” arrival and an “old” departure. Firstly, in Prima Biomed’s (ASX :PRR) most recent investment letter we quietly learned of Stuart Roberts’ departure from Prima Biomed as Head of Investor Relations, and the appointment of…

Close call, Prima…

Congratulations Prima Biomed (ASX : PRR). You survived to fight another day. But please note that the Ridgeback deal was a close-call (55% : 45%) and the feedback that you should be taking on-board is that many of your shareholders have some major issues with your attitude and performance. Let this day represent the beginning of…

Note to Prima Biomed Shareholders…

By now, the proxy forms are in and the majority of shareholders will have already cast their vote regarding the five resolutions for the EGM meeting on Friday. Obviously a show of hands in a shareholder meeting is not going to be the deciding factor here. I have been unabashedly clear in my position that…

The Bioshares 2015 : “Long Tail” Awards

Unfortunately, I will not be at Bioshares in New Zealand this weekend to present these well-deserved awards on behalf of the dedicated readers of The Long Tail. However, I have ordered a crate of North Korean Kumdang-2 as the prize for these awards and as soon as it clears AQIS, I will be sure and distribute…

The Australian Schultz Exchange

To be honest with you, I am not a big fan of over-regulation, I like things simple and I hate “Big Government”. But I also believe that something as important as our public markets need some boundary conditions. In my mind, the ASX has demonstrated in the past few weeks that it is not only…

Public Apology : Stuart Roberts

I’d like to state from the outset, that despite a deeply ingrained sense of Catholic guilt, I generally don’t apologise just for the sake of apology. When I apologise, I sincerely mean it – and upon reflection this weekend – I would like to sincerely apologise to Stuart Roberts for my last two posts. The style of my…