The latest Investing Matters Podcast episode with Inclusive Asset Management's Alexandra McGuigan has just been released. Listen here.
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Did we hit ‘peak cheap oil’ as they call it. ESG and other misguided government policies have seen oil majors divest assets and more damming ostracised the industry from capital…..banks couldn’t be seen to be lending for oil and gas exploration. As economies try to grapple with ‘Putin’s energy hike’ to quote the Biden administration, it is glaringly obvious that solar and wind can not replace fossil fuels.
So it would seem likely that commodities are going higher as we exhaust the dwindling supplies.
Que Adam “well sell then”….”oh , and there is tons of oil”
There is tons of oil , some of the best oil in the world is off the coast of Venezuela, but look at the state of that mismanaged economy, last i looked it was $140 break even to extract from its deep water reserves.
OOPS, out of time, and haven’t had my daily seed rant. I’ll be out of kilter all day
All shares have been X Y Z, but we cant live in the past as the worlds a much faster and a very challenging place these days, will things ever get back to the normal as we know it, example will fuel come back to a £1 a litre as it was less than 18 months ago will it come down as quick, i very much doubt it , on that note i wish you all a nice day.
Doggo
I’m not putting D Boot in but have you not seen y
O
O
M
A
But those figures have all reversed, they have never kicked on, question is will it ever kick on, so many here for Leap, so it has to deliver , or will it ?
Leap is long overdue . Market will get worse , can see ED making excuse . “ it’s not best time to dispose of leap , value is growing and market conditions are poor.”
So basically don’t hold long term . Doggo have you bought in yet or waiting for the 3s then will ramp it?
I would like to see where Ed Mac has vapourised millions of pounds in his mates companies….
Longlad has been in seed/Ffwd and seen spikes to 6-30p, 6-15p, 5-12.5p and 4-8p and still moaned and *****ed instead of selling. Incredible.
Longlad, I've been around here long enough to get why you're bearish. I enjoy reading a fair few of your posts. I like to hear the other side, I always thought Midas was a top contributor here for example. Unless or until Leap reaches liquidity your opinion of the company will eventually be proven correct.
As always with Seed there's a chasm between your thoughts and the other side like doggo, and chasms between both of those and Joe PI. My main point is the dreaded f word isn't something I see happening at this level. It's way too blatantly spitting in the face of Joe PI to be gotten away with.
Almost autumn Longlad, Leap hopefully brings us out of our misery in that period.
Samval
‘ It'd be the exit of a large number of PIs if there was one Longlad (myself included)’
Investors on aim have got to realise that companies don’t give a feck about pi’s ….we are just numbers to them. When the sp goes down they look at shareholders as daft for buying high.
My continued bearishness is because I am acutely aware that my investment is at the mercy of Ed….a man who has feck all invested in the company he touts, has missed countless deadlines with leap, and has vaporised millions of pounds in his mates businesses….
Que Adam with a ‘well sell then’ comment
It'd be the exit of a large number of PIs if there was one Longlad (myself included)
It also can't be justified. It would be well under 50% of the NAV, Mr ' I wouldn't sell the fund for £50m' would have a lot of explaining to do on what investment is worth that raise
When there is supposedly a significant liquidity event due this year, even if pushed into H1 2023 it'd be a terrible decision to get the tin out now
They also do not to raise to keep the lights on, no reason for it Longlad. It'd be nice if you skipped the odd opportunity to post a bearish comment here
If it is an f then 3s might be a long way off….on the up side
Fingers crossed the toad isn’t going to drop a f rns, looking to get it ratified at the agm.
I’ve been suggesting forward selling for a few weeks already .
Fools Gold Innovations?
The portfolio overall is doing ok, yet no one wants to know. I still think a change of name to include Wellness / Health would not go amiss.
Tried the contact given to send questions for the meeting but it did not open up to let me send a question.
Inspired results released
nspired Entertainment has reported revenue of $71.3m for the second quarter of 2022, a 72% increase from the second quarter of 2021.
The group noted that the increase reflects a continuation of the trends witnessed in the last quarter, including growth in the company’s aggregate online business, which includes the Virtual Sports and Interactive segments, and ongoing strength in the Gaming and Leisure segments.
LEISURE REVENUE represented the highest total within overall revenue, climbing 130% year-on-year to $26m, with Gaming revenue increasing 57% year-on-year to $25.5m. Virtual Sports revenue grew 71% year-on-year to $14m, with Interactive revenue remaining flat year-on-year at $5.8m.