Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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suspect they will get another strategic investor which will offer the implied valuation i have alluded to previously.
then IPO over 12 months.
either way, both overdue, though understandable given market volatility, war, inflation, interest rates. liz truss etc
atb
blu
Ragnarr
As ever, superb work, keep on keeping on sir
Respect to you
Ouz
Superb researching ragnarr,many thanks.
So valuation ? well its actually quite clear that the IPO has been postponed, which under current market conditions is the right thing to do and growth is clearly moving at quite a rate so it makes sense to monetise all these new agreements, eventually providing a much higher valuation when the market is in a better place and the profit/revenue is proven. And of course there is always the buyout possibility.
Whatever way you look at it Dynasty is worth far more now than at the $50m valuation early 2021, its impossible to know by how much but I do think it will be in multiples by the time we get to calculate it properly.
Been looking at what the potential Dynasty value could be and a lot happened since the $50m fundraise evaluation in April 202.
Firstly they added two quality leadership hires
David Baxby as Chairman – previous experience as CEO Virgin Group Pacific Region and co-CEO Virgin Group
Daniel Horan as Chief Customer Office – Previous experience CEO Vodafone Quarter, CMO Saudi Telecom Axis Indonesia, working on partnerships with Spotify, NBA, Disney, Netflix and Google.
At the March 2022 results it was confirmed that The proprietary EPM platform with Malaysia esports federation (www.mesf.gg) went live and a fully embedded gaming shop in partnership with Boost, Malaysia’s largest e-wallet provider.
It was also confirmed that Jan 2021 the company was in profit with growing cashflow and a healthy balance sheet.
April 2021 they announced three new multi-year agreements.
A platform was launched with Malaysia’s leading Telecoms in Feb 2021 “launched to millions of potential customers and already experienced significant registered and paying user traction”.This has since been confirmed in the Sept update as being Maxis Bhd (maxis.com.my) and “The initial traction has far exceeded expectations” Maxis Bhd have approx. 11 million customers.
A Partnership with New Zealand’s Largest Telco. The largest Telco in New Zealand appears to be Spark (www.spark.co.nz with a market cap of around 9.6 billion NZD. The second largest is Vodaphone. It was not confirmed exactly what the details of the agreement was for.
A “market leading Indian Group that operates within the digital payments, sports and media industries with a 330 million customer base. The agreement was for a NFT marketplace platform. No additional information. I have searched NFT marketplaces based in Iindia and there are only two that I can find that launched in 2021. Bollycoin (wwwbollycoin.com) and Jupiter meta (www.jupitermeta.io) but I can find no link to Dynasty on either.
At this time they also confirmed a change in revenue strategy away from a standard SAAS model to a more integrated fixed license fee and managed service with revenue share providing significantly higher revenue that the previous model
The September update then confirmed an agreement with Lets Play Live Ltd, Australias largest tournament organizer and gaming content creator (www.letsplay.live) and a scheduled platform launch is set for Jan 2023. A quick check shows they have worked with the likes of Playstation, Sony and Logitech and have 385,000 members.
The update also stated that there were a number of other multi year contracts which are subject to confidentiality, and they also stated that they were in ongoing discussions with large telcos and tech companies, and the scale of these contracts, if successful would be “significantly larger than existing partnership agreements”
And finally they recently entered a game publishing agreement with Pioneer Media Holdings with a focus on Web3 gaming.
.
Don’t know what you’re laughing at Duke. Since starting that dump of yours at .2p and with 400m shares left, you’re down about 200k.
Duke. Just give up you bull shltter!
Back down we go then, all got a bit excited didn’t we
saw a pullback last 15-30 mins friday ,was it day traders closing pos going into weakness or genral weakness on the 8ema (weekly),tom will see PA to see if it was PB ,if so poss back to .1555-.16 lets see
one suspects lew to be far too lazy and far too greedy to be a seller at these levels !!!
back up at 0.6 may see him with zero association with the company, the sooner the better !!!
Well, what a nice end to the week. Hopefully onwards and upwards on Monday. It would be nice to have that Dynasty news on an rns and then for the HL issue to be resolved next week too. Back to the 30s and maybe 40s is so.
Hope we maintain the rise next Monday and at least trade around .24 p until further development
Wow, this is a pleasant surprise. Looks like big seller is still with us but lots of buying going on for a change. Long may it continue.
Thank you for the research pension, great find.
When’s the dump coming boys? See the ramper crews are back
For those interested Pendulum have released a short video showing the Spacewalk bridge in action - Its a bit technical but basically its working :-)
https://www.youtube.com/watch?v=_GHio1YbvKg
I wish.Unable to buy there for weeks now,waiting on Blu to supply paperwork..b/s
For info - Companies that Pioneer Media Holdings have bought over the last year
https://www.larvalabs.com/cryptopunks
https://www.kodokustudios.com/#aboutus
https://roundhousemc.com/
https://ngmi.biz/
https://crowdform.studio/
When are we going to be able to buy again on h/l ffs,bargain prices!
Ragnarr, your research is invaluable, many thanks for sharing and keeping us all in the loop.
Also thanks everyone else that shares their research as we are all here for the same reason.
ATB. Enjoy your weekend.
Going live Q4 2022
https://www.metakit.games/
Under the Agreement, Pioneer has granted Dynasty an exclusive license to publish, market, promote and distribute its portfolio of games to its partners throughout Southeast Asia, India, and Australia. Pioneer is using its proprietary MetaKit platform to remove player onboarding friction, accelerate game speed to market and provide great web3 games driven by loyal player communities on the blockchain. The Company already has a robust pipeline of games across multiple genres ready for launch in the next six to twelve months.
Hopefully Rodgetrades we can enjoy the next run and make some money.
I didn't top slice the last run up but will this time and enjoy the rest as I can see in 12/18 months this will be big.
ATB
Anyone who has not listened to the V0xmarkets interview should take the time to. Still a long way to go to get us to the outdated underestimated valuation of 0.24p per share. Hopefully we get there soon and then upwards from there once Dynasty & Satoshi are re-valued.
https://tinyurl.com/4uh64hzy
GLA - Onwards and upwards!
msuk - thank you for the chart explanation