Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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https://www.youtube.com/watch?v=ZJsozu5eIHs
Another one worth listening too. Slightly longer this time but really worth it!
https://www.youtube.com/watch?v=p9LU7aLdc-k
For all you doubters, have a listen to this!
https://www.youtube.com/watch?v=HydF9UhKXN8
For anyone interested who didn't attend the MI show.
they say only 1 in 10 start ups make it, don't think FFWD investments will be that far off target, well I hope not
Just a reminder....
mar 16 - 7.85
sep 16 - 7.92
mar 17 - 7.6
dec 17 - 9.18
mar 18 - 10.38
dec 18 - 11.4
next?... and next year? think about it :-)
They're celebrating their 5th anniversary on the 1st of May.
Wonder if there's much to celebrate?
Some people on here know that i have just launched a new startup, it took 3 years of development and we have only just gone live in the last 4 months. My expectation is that to scale the business to where i need to will take approx 3 years. And so my appreciation of where we are with the investees helps with my patience.
We all know that the current SP, is not a true reflection of where we should be right now. Lets look at MCAP for example - just under £14m?! and how much money have we so far invested in the last 18 months alone?!!
Its serioulsy crazy! you just have to ignore the current SP, we may get a rerate at some point, thats would nit surprise me at all...
Its as close to the bottom as it gets now, maybe it will slide into the 8s, but not for long,, as we all know what happens when it goes into that terittory. As i said on twitter, its important in these circumstances to focus on the NAV, thats the true value of the fund, not the SP, the current SP is simply a refection of investor/aim sentiment towards ffwd right now.
NAV has been gradually rising as we all know, and will continue to do so with the developments that are happening within our investees right now, namely EMMAC and Intensity. Factom series B, is surely about to arrive and then we have JUV IPO next year.
August financials shoud also see a rise in NAV. All we need now is one significant piece of news... which will come eventually and then this rocket.
Just ask yourself one simple question, with all the activity right now and pending news, where do you think NAV will be in 18 months time from here? Do you think it willl still be at 11.4p? What about in 5 years time from here?
How about if i said NAV in 5 years time might be around 25p? would that seem realistic or pessimistic?
AIM - not for the faint hearted :-)
...by the looks of it. This is thoroughly exhausting seeing my money locked in for so long like this.
Yes sure M'Lord. We all hope the board can pull off another Aphria in the near term. We may see it in Emmac as we know they are planning a float. Leap must be worth a bob or two now. Let's not forget they were nearly bought out two years ago which would have netted us $6 m, and that was before they started doing deals with global giants such as IMG. Our stake in Leap alone now must be worth our current market cap. We'll see!
Fair enough Chazzy, I just wanted to make the point that this 'fund' is not necessarily in the business of holding to full value, only that there are likely to be points along the way where our esteemed masters decide that now is the time to bank a few quid - and that may come in the short term, out of the blue, as Aphria did.
I don't think anyone is suggesting that we are going to be stuck at these levels indefinitely as news could come out any time for any of the investments, but it's just that we need to be realistic and appreciate that this is a medium to long term investment. The investments we hold all have multi-bag potential, but because they nearly all start as private small companies they can take in some cases years before we see that multi-bag growth. Amongst the bio/medical companies value inflexion points in the near term which we know of are: Intensity phase1/2 trials completion next year, Juvenescence IPO next year, Emmac IPO soon. These three alone will be transformational to the FFWD share price. The other companies we can only speculate as to whether an IPO/sale will occur within the next few months, but we do know that companies like Factom, Leap, Vemo, Yooya are all growing at extraordinary rates, so when their time comes we will know about it! Patience is required in the meantime.
comments this last week along the lines of this being a long-term hold, implying perhaps that we will be marooned at these levels for some time.
While I agree that the underlying value locked in some of our investees may take years to surface, we should remember that it is not necessarily the intention of our Board to hold individual companies that long; if they see a quick few hundred percent profit, such as happened with Aphria last year, they may well be inclined to take it. In that respect, we have some prime candidates in the series funding rounds, in the potential IPOs, or simply in the investees in which our investment has reached some maturity. In the coming year or so these milestones might tempt our Board to take profit; So I would not agree at all that we are condemned by this current AIM bear market to wallow indefinitely at these levels; a sale of, for example, our Leap interest, could add 50% to our NAV in short order.
The news flow over the past year has been disappointing, but to turn on their heads the words of the caveat posted at the bottom of many investment opportunities, 'past performance is no guarantee of future results'.
a long time follower of this board a have held ffwd since July last year with a painful 14p average (it was 17 at one stage).
I fully agree with Stebol that the pf will add significant value over time and I am in no hurry so I will continue to average down when I can at these crazy low levels. As another poster commented recently the market hasn't caught up with news that is in plain sight but it will one day and it will all be well worth the wait.
Thank you to all you dedicated researchers on here for keeping us all up to speed, much appreciated.
I don't post much here as there are far more informed / committed people doing some great research, which is appreciated.
I like the assets, but I do think these things will take a good deal of time to add significant value.
This is very much a stock to buy when you can and forget about for a while. Downside appears to be very low at current levels. One day there will be 'game changing' news but it's not going to happen every day and it won't always be tomorrow - but it will come.
Matador, terrific and balanced posts; Doggo -you is like a puppy in a bag but I enjoy your enthusiasm; Lord S, what can I say, but i'd love to visit the manor for a snifter when this all comes good.
Enjoy your weekend folks, best regards
Big seller has vanished into thin air..
https://www.healtheuropa.eu/research-medical-cannabis/91440/
Discover how, together, EMMAC Life Sciences and Imperial College London are advancing our understanding of the therapeutic properties of medical cannabis for a range of clinical conditions.
EMMAC Life Sciences is committed to investing in research and development to help shape the future of medical cannabis. Here, Dr Mikael Sodergren, an academic clinician based at Imperial College London, UK, and research director at EMMAC, provides an insight into the science underpinning the advances in the industry.
https://www.globenewswire.com/news-release/2019/04/26/1810353/0/en/Global-Blockchain-IoT-Market-to-2024-by-Offering-Application-End-User-and-Geography-Higher-Adoption-of-Blockchain-Solutions-for-Smart-Contracts-and-Digital-Identity.html
The blockchain IoT market is projected to be valued at USD 3,021.0 million by 2024, growing at a CAGR of 92.92% during the forecast period.
Blockchain and IoT are both poised to be world-changing technologies, and they are just at the beginning of their adoption curve. Blockchain is designed as a basis for applications that involve transaction and interactions. These can include applications that support specific IoT processes. Blockchain technology can improve not just compliance in IoT but also IoT features and cost-efficiency.
Hi O'Donnell, Emmac will be involved with the sale and distribution of medicinal cannabis across many countries. Green Monkey that you refer to is a CBD based product containing no psychoactive ingredients and hence perfectly legal and currently sold along with a myriad of other CBD containing food and drink based products.
This is not what Emmac is about though. Emmac is focused on medicinal cannabis which is only available upon prescription in this country, but which represents a market which is growing exponentially worldwide as the medicinal benefits of cannabis become ever more apparent.
OK you clever lot, how will this CPD in capsule form and in drinks affect EMMAC, plus it is being used for helping epilepsy in children in the Netherlands? If it will effect EMMAC at all.
Apparently there is no "High" with CPD.
The drinks (Green Monkey we think the name is) are very popular and sold in chemists in the West Midlands according to the local TV news station we have just tuned in to.
Expect we are months out of date regards this, with you having already covered CPD and its use.
We will look in here Saturday, hopefully, as we are off on a five hour return car trip to hospital down south on Friday where we will have to get use to traffic lights and islands which we will have to negotiate again!!!! Should not be too bad though as we survived Birmingham earlier this year, Not sure if Birmingham survived us though.
Some one paid 10.499p a couple of days ago and must be looking at a 15% loss on that deal already, almost as big a % as us!!!!!!!!!!!!! they probably already held stock and were trying to lower their average.
Anyone selling is doing so at a substantial loss..who cares.
It’s over 50% below where it should be on NO NEWS...
Intensity was stunning news..JUV $160 million funding equally exciting. Expect an RNS
Certainlt seems like another roll of the MM dice. Oh well, maybe in May....