The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Blu - technically the Auction doesnt finish until 22nd Dec. Hashed Network are still in the auction carried over with 65kDot staked over the last week or so - Pendulum reached 300k dot IN TWO MINUTES - so its a foregone conclusion but probably no official announcement until then
Looks like BLU was the better investment.
Fully Agree. Its looking like SATOSHI PAY via PENDULUM is on its way to being a MONSTER.
To many big Players pushing it, think, Stellar Foundation, central Banks and Others. Todays Torent of cash trying to pile in to get some Pen tokens, proves it. As I keep saying only way to be in early doors on PEN is now Via Here. DOOR got slammed this morning via direct Pen token ownership.
@ACT. You are actually quoting from the same RNS as i was..28th Sept.,it's not in October's Dynasty update as you state.
So you are trying to say that NAV has halved in a month lol ? Think you need to scroll further down.The value of our esports investments i.e. Dynasty plus Guild plus 6 other 'non-cores',is indeed, £6.7m. You are forgetting tho about our OTHER investments :
Sthaler : £50k invested
£387k valuation,based on last fundraise
NFT and Eastside : £135k carrying valuation
..and the small matter of...
Satoshipay : £1.8m invested = 27.9% ownership
£4.8m valuation,based on 2019
fundraise..an outdated valuation
which should,currently, be
" significantly" higher
NAV is 0.24 as of 28th Sept.,and we've just had this great news this morning. I'm waiting for the inevitable re-rate as this is way way undervalued!
Time for Blues CEO to get the Good News out. SP here should start to react to this mornings AUCTION WIN. If people knew. Get in now before its obvious that BLU is your only Access to Pendulum. Access to Pen Tokens via CROWDLOAN. Just Blew past rapid.
Hopefully some exciting times here going forward Blueshoes7.
We do need some true value of what Pendulum - SatoshiPay could be or is worth to Blue Star.
Thanks
So far this week we've had the following,
1006 x 3
2006 x 3
3006 x 9
4006 x 5
6006 x 2
= £68132 someone has sold at this low level.
Where's the 5005 trade ha ha
If that Crowdloan is anything to go by. Then Many have Pendulum ear marked for the BIGTIME. Its pretty much un-heard of for a crowd loan to be done and dusted in 3 minutes. Most never get close to their DOT cap. Pendulum SMASHED their cap. In record time.
Means Pendulum is now officially a Parachain, its already showing on Polkadot JS. Auction, finished and won in 3 minutes. Was Big money, dropped 230k dot on it in 1st few seconds. Left everyone else scrabbling I did not manage to get any on. So ive bought more BLU. Only access now to Pen and Satoshipays success
does this mean those subscribed on the waitlist can no longer commit their DOT ?
would say that this will be a massive success come 2023 and hopefully, yes i say hopefully, will reflect in BLU share price (don't hold your breath though !!!)
Torsten Stüber
@torstenmove
·
3m
This is incredible: our @pendulum_chain crowdloan of 300.000 DOT completely filled in the blink of an eye.
We did not even have time to properly announce that it started.
We are impressed. Thanks to all contributors and our great community!
Big success! ??
@ragnarr
is there a way to get RT information on the DOT committed to pendulum
Taken from the last update 31st Oct so approx 50% decrease in NAV in a month according to wadogaras post. The NAV is £6m with potential future upside from Satoshipay and Dynasty
In summary, the existing esports portfolio has a combined cost to date of £2.375million and taking the proceeds raised from selling approximately 1.5 per cent of the Guild position and the current carrying values of the remaining Guild stake of approximately £600,000 and Dynasty (applying current exchange rates) and ignoring the remaining six other esports investments, has a combined value of approximately £6.70million which equates to an unrealised gain of around £4.35million.
Minus halving of Guild SP since = £6.4m versus a mcap of £6m
Nice 10 million buy just gone through.
Someone is taking advantage of the depressed share price.
Good luck to them.
Thanks
From Trading Update,end of Sept. :
Based on the current carrying valuations of Dynasty, SatoshiPay, Sthaler and the market price of the quoted investments the portfolio has a current value of approximately £11.9million which is equivalent to an estimated NAV per share of approximately 0.24p.
...based on old valuations,which the board expects to have since increased "significantly" and the board expects this figure to rise "materially" over the next 12 to 18 months.
MCap is currently < £6m......lol.
AC Trader - Not here as much now as spending a lot more time trading crypto but still hold here and adding at these levels and certainly participating in the PEN crowdloan.
I am no coder so dont fully understand the implications , but there are actually lots of links to various other crypto/defi within the Pendulum repository coding. I am not bright enough to know the ins and outs, but they are clearly connecting within the ecosystem big time. To name a few others that crop up there.
https://www.joystream.org/
https://kulupu.network/
https://mathwallet.org/en-us/
https://www.gmordie.com/
https://terrabiodao.org/
https://www.kilt.io/
https://www.mangata.finance/
All bodes well for the future (imo)
Blu - yes Auction 35 runs 16th - 22nd Dec
https://parachains.info/auctions/polkadot-33-39
BLU does have tangible assets which no on at BLU has any idea of quantative value, except for their own estimates.
Plutuq - I'd urge you to listen to this. I will gave you some guidance as to the aims of BLU and hopefully answer your question (ish).
https://tinyurl.com/4uh64hzy
Suthy - Wrong share. This is BLU not VAL. QBT has absolutely nothing tangible, only promises and a year old patent. BLU has tangible assets with a value. As for VAL, well yes I am invested there too. Time will tell with that one, but again, more tangible assets than QBT. I remain invested in QBT, but lets face it, it really is a gamble, pure and simple.
We could be coming into a rich spell of news and a valuation process on both 2 important investments.
The share price is only going down because of 1 person selling at a loss to invest somewhere else.
Fair enough for him.
It's been a frustrating ride for sure and hopefully one that will turn in the new year.
If Pendulum win the parachain slot then we could see the share price move quickly.
Still if's and buts, but defiantly worth a solid hold for me right now.
Good luck to everyone.
Thanks
I've jad this share for almost 2 uears now, didn't sell at 0.5 because I thought it would go higher. Had no valuation on satoshipay etc in the time I've been here so what is the likelihood of it appearing any time soon? Not much imo.
Disappointed is the very most I can say.
Selling off Guild another disappointment.
I understand that these company's have no obligation to give us a value but where is this share going, short term and long term?
I think Suzy does not have a commercial flair and I really hope there is someone advising her. She is a brilliant scientist but not convinced she is CEO material. Whichever way you look at it, the 50% dilution was terrible for shareholders. These Q&A sessions are cr$p and more of the same. I reriterate VAL can do well, but i am not convinced about Suzy as the leader.
Steamy- Not sure I agree. Qbt is a much safer bet. What has Suzy achieved here. ? besides dulution.
Qbt all the way. I think VAL will evenetually do well, but not totally convinced by Suzy. She has plenty of opportunities to raise money at a higher level