Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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So why won’t AM talk about John Gore or theatre at all? They are opening up again, where is the news in this front, shareholders should know if there is a chance of something or the relationship is over.
And AM and SH have a brilliant team to help ??????? This is a commercial team now .
Like it or not AM has a fantastic vision for technology, the industry has been party to everything being developed by the company, the industry has invested people into the company with a long term view!! I personally don’t believe John Gore isn’t part of the future, it’s just not part of the immediate future!! IMO
My point is why we are allowed to do this ------------------------
Just a small nugget that we will service Portugal---------- and all the others ?????
The presentation was concise in detail, it demonstrated the partnerships already developed, the fact we have such a ‘industry proven team’ shows the support we have in the industry, COVID I believe derailed an exciting 2020, this company is being developed for the Long-term, I believe this company would have a higher SP if they had let it be partially controlled by a large partnership, however long-term remaining independent will be the making on this company, for this reason we will require substantial organic growth for the SP to reach the numbers we all want to see. Starting in May through to late summer I believe our partnerships will extended, leading up to the release of the APP our pedigree will be revealed by our partnerships!! IMO
I will still state on paper that we are in a much better place than 2 years ago -------- down to the luck of buying Napster - or was it part of the plan --------------------- this is being built by part of the industry why ??
A very interesting presentation, the synergy with all our partners is fantastic, the infrastructure of Napster and the proprietary technology developed by MelodyVR have enabled this company to open many doors, and close many deals, now it’s time to deliver, O2 / Virgin 5G deal combined with concerts including LN events is still on the cards, I believe MrH’s valuation calculations is very conservative, GLA
100% Lord - I’ve been put to task in my business over the years by banks, crowd funders etc. They all want the financials. To use subscribers as a comparator is unreliable unless all streaming companies’ Mcap is based solely on that factor. It can’t be, else our Mcap would be a lot higher than the current sp suggests. Good luck to you too :-)
Mr H
There is no way on this commercial planet that AM and SH would have been allowed to give a presentation without the previous content being picked apart by their business partners . good luck :)
And personally I couldn’t care less how we generate $400m. The point is that’s the forecast given for end 2022 So it’s now down to AM and do to deliver. Presumably they must know from their business plans and accounts forecasts (disclosable to Dollens and other IIs pre-funding investment) how they plan to deliver so myself and everyone else should now expect them to deliver
... or 32.4p applying your dilution equivalents
Henry, just playing catch up. Surely If NAPS projections are $400m revenue by end 2022 compared to $150m generated by Tidal, that’s 2.7 x revenue projected by NAPS. Tidal Mcap of $600m x 2.7 = $1.62b...
I would not say that a 5x increase is a joke...
12.5 lol what a joke, those poor souls that bought at 18p
According to the presentation, by the end of 2022, they are going to have a similar number of subscribers as Tidal has now. This allows us to estimate what would be our market cap if everything goes according to the presented plan. Tidal's majority stake was bought for circa $300m recently, which means that Tidal's Mcap is about $600m (£430).
Now, let's count how many warrants left to exercise. There are $20m at 3.75p kept by DC, $9m at 15p -- by JG, about $9m of N&G CLN left, and about $18m -- by record labels (expiring in mid-2022). All of them executed would result in DC - 381m, JG - 52m, N&G- 320m (assuming bad conversion rate at 2p), 130m - record labels. The current number of shares is 2560m. When all options are exercised, the total number of shares would be about 3450m shares. Now, if the MCap of the company them is £430, this gives us SP 12.5p. This does not include debts but as far as I see, all debt can be covered by money from option exercise. Your comments are welcome.