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Questions regarding funding of any buyout is always a tentative period for shareholders concerned about the immediate effect on the SP. Inclusion of private equity firms, a controlling equity interest, dilution and even reversal to name a few are all potentials contributed by the BB. The method used is usually secretive, frustrating as it is.
Fintech as with any new disruptive technology has always been full of businesses gambling to get to the finish line without drilling down to a firm footing demonstrated recently by Greensill. The talent and expertise of the Syme board aim to deliver long term benefits rather than short term Opacic SP gains. Like many sat in the “waiting room” news of any potential buyout is a daunting task for any young company including those invested. Knowing the calibre of the mentioned company can give some comfort. The link below is a good start and worth a look if you’re at a loose end. (Apologies if previously posted on the BB). https://www.opalesque.tv/hedge-fund-videos/tradeflow-capital-management/1
IMO: This may sound trivial but Syme gives me the impression of happy company, full of enthusiasm, ambition & innovation, and those are important factors with any success whether as an independent or in collaboration. GLA
He appears to have been CFO of Cogenpower at the time of its CVA and namechange to Monreal as a cash shell, prior to its RTO with Eight Capital . In post Sept 2015 to July 2018, before re-appearing at ECP in Jan 2019. He seems to be an alternate to John Treacy.
If your the founder and ceo of a company and have the opportunity to take a lesser role on another BOD but earn a lot more money and see your business role out across different parts of the world , though through a different company then it seems logical to take that opportunity assuming your not an egotistical person
But clearly they see more than we can and must see the benefit to sell to us. I think "so successful " is over egging the pudding, they are up and running but have a small fund in relative to our captive bank funding , so perhaps that's what in it fir them , bmdeeoer pockets , wider audience geographically
Not sure what the AGM will cover as it's mostly 2019, perhaps some Q&A around beyond 2020/21 etc. Have a look at who is speaking/presenting, the guy from Eight Capital has a pretty impressive CV too ;)
MIKER444 Not rainbow chasing, just some noted thoughts including Tradeflow whilst holding for the progress/status on the fol-lowing.
1) Captive bank setup and funders (The Quadrivio fund "Industry 4.0"pending investment in and capitalise the Captive Bank on completion). Offshore? XP) A captive bank is a wholly- or partially owned subsidiary of a company that plays its role as a bank only for the benefit of one legal entity (usually the same company that owns the bank), its customers, and suppliers. More here https://www.businesspundit.com/encyclopedia/investing/captive-bank/
3) Self-funding service to banks. XP) Self-Funding is gathering financing through banks and other institutions ("Self-Funders") that also offer the Inventory monetisation service direct to their customers, such that the banks and their client base can benefit from the systems, assessment and monitoring processes of Supply@ME's Platform.
I would love to hear from these guys.
Enrico Camerinelli - appointed 23 March 2020 Mr. Camerinelli is a Supply Chain specialist. He takes part in projects launched by the United Nations Economic Commission for Europe, the World Bank, the World Trade Board, and the Council of Supply Chain Management Professionals relating to Supply Chain finance and research. He regularly attends major industry events as invited guest speaker. https://www.aitegroup.com/users/enrico-camerinelli
Susanne Chishti - appointed 23 March 2020 Ms Chishti brings over 20 years of financial expertise, board-level experience focused on organisational governance, and a strong understanding of the small/medium size enterprise market. Her experience draws on 14 years in banking with senior positions at Morgan Stanley, Lloyd's Banking Group and Deutsche Bank. As CEO of FINTECH Circle, she is an award-winning entrepreneur and global expert in financial technology, new business models and a bestselling Editor of The FINTECH Book Series published by Wiley. https://uk.linkedin.com/in/susannechishti
To sum up IMO: Once the captive bank phase is complete and with funding in place monetisation will commence, hence the more realistic time scale given by AZ.
Tradeflow: A big task for SYME at this early stage. This could go in any direction, if successful a serious game changer.
@Miker444. I agree that acquisition of Tradeflow would be a massive coup for syme. I don't believe anything substantial is priced in for this though (0.05 movement on news maybe). The market doesn't know the true value nor offer so currently it's fairly neutral in reaction. Listening to interviews with Tradeflow, they have been wanting to move to Blockchain technology so I do believe the synergy between the two could have value significantly more than the current value of Tradeflow alone. Potentially this has massive upside with and only small downside if it falls through. I think the market has signigicantly undervalued the gamble on this coming to fruition with potentially massive value for shareholders even with a substantial raise via share issue.
I know we are all waiting for the 'cracking rns' but the successful acquisition of Tradeflow is of huge importance imo to Syme due to Tradeflow actually being up and running and ( from memory ) they are getting 'clients' at a rate of 30 - 50 per month and have an established revenue stream. For me that fact is vital to Syme in that it will not only underpin the sp but it will be the start of a proven concept and Syme will be established overnight as a going concern and not a 'potential'. It would also be a great advert for the core business model to everyone, the funders, the captive bank and give reassurance to prospective client companies. Yes Tradeflow has to be 'paid ' for but at this stage with SH not 'nailed on' it is becoming pretty vital for me that the acquisition does not fall at the last hurdle. The options of acquisition fail or success are worlds apart, they really are. A fail will tank the sp and create nervousness on a squeaky bum scale but success will propel it and the train will have well and truly left the station. I want to be on that train journey. atb.