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Not gonna lie sometimes this is the most frustrating share in history.
Earning £1.5 million a month plus, a NAV that is far greater than the share price.
Makes you want to head butt a brick wall on times
Just an observation on price action here not correlating with crypto.mc. buyers probably hesitant to jump in until the sign s are that the churning / selling has stopped . I certainly would not be a buyer despite the bullish sentiment .until positive sign.s of a sustainable move north
Cant see how they can hold it back now with main alts and nav moving north
Agree likewise. Not even tempted by ARB . They completely messed up under Wall. Unless they get QBT equipment damn quick
Agree, wouldn't touch ARB now, worked well for me back in 2020 though, not even sure if I would go near the miners these days, at least KR1 has a decent business plan with higher chance of longer term success.
ARB I mean sorry typo. The halving will really test them and other miners in BTC. I dont think KR1 will be affected too much
Thanks for your post but I hope your not in ATB because you will need more than a book to get anything out of that. All the best
If you need further convincing that your moneys in the right place, have a read of:-
Read Write Own: Building the Next Era of the Internet
https://amzn.to/3SLCkBe
It’s all about blockchain and web3.0.
Interesting week. With NAV up and TIA and HYDDX powering on SP remains static
BOT
Morningstar has major holder Hoskins Global inc at about 1m shares with 10% sold end of Dec
Discounted from £1.09 yes... but any buying at +0.77 right now are remnants of FOMO buying, if you consider the even GREATER discount this share price will be at several weeks from now. Just an opinion.
Quite a discount £109 v 80p
Looks like the seller whoever it is is still at it at about 100k a day but sp holding up in 80,s
Thanks for your post B and I think you are right about the seller but its interesting HL is interested. I think the stagnant SP against NAV could be smaller seller orders in the pipeline. Tia is tipped to go much higher long term.
🙏 albus
Any one of those has enough ammunition to churn and accumulate without having to notify
Crypto market cap increasing in a positive fashion without correlation here ,,Once we catch up the churning cant last
BOT
https://investors.kr1.io/investors/shareholder-information/
They have had some some projects go sour , Vo1t comes to mind
Of late the selling in 25K 40K etc tranches has been relentless, It seems a large holder or holders are selling into anything that resembles a spike or sidelining ,Anyone know of any 3.5% + TR 1 holders apart from the BOD & Wexi ?
Not seen any notifications to cross check
KR1 lead us to believe that they take a mentoring and partnership approach with founders.
I assume they hold the tokens where 1. The market opportunity persists, 2. the development and ongoing operation of the project is sound, 3. (most important item imho)they are able to effect influence in strategic direction and especially token launch elements of the project (remember this is their expertise - 20+ times versus a token founder group usually averaging 2-3 launches).
In the past I have seen them leave projects, but not for a good while, and I assumed it was because of one of these items. I think you nail the challenge faced Albus inremaining detached on the assessments above, whilst also remaining appealing as people to work with for future new seed projects.
Most projects have a one to three year tie in period - totally understandably. However, I wonder about the possibility of undocumented handshake agreements over longer tie in. Totally hypothetical preponderance of course.
As Duke says sells must happen somewhere to fund new projects but you’d think these experts would want to cash in at some point to realise those high gains rather then wait for the inevitable drop off.
OK BOT. Agree largely with what you say. But for instance last week when ERC20 has earnt our NAV Asset £1m ish in about 2 days from nil ish - we didnt cash in or swap (big contribution to costs missed) and a few days later wiped out. So were we sleeping at the wheel or completely caught by surprise. We mortal shareholders are relying on our experts to be vigilant as well as shrewd
What is KR1 plc’s strategy with regards to portfolio management and rebalancing of holdings (potentially exiting or reducing investments)?
Every portfolio project is regularly assessed to see whether it is achieving its goals and executing on its technical roadmap. However, fundamentally, when investing in a project, we invest for the long term to build a sustainable ‘long-only’ portfolio. We look at each investment as a multi-year process, as these projects are often technically complex and take time to develop economic stability. In the Digital Age, protocols are important foundational technologies and can have multi-decade life spans (as an example, SMTP was first introduced in 1981, over 40 years ago, and is still used today). However, at times, asset prices on secondary markets can surge ahead and if an investment increases in value substantially, we will look to manage KR1 plc’s position on an ongoing basis, potentially taking out the Company’s original investment or further drawing down on an asset to realise profits.
What is of more concern is when and in which order they offload those shares accumulated for performance fee,s & in lieu of salary , THe BOD have to cash in at some point ,To me Someone or some entity has been dumping for months now to extreme detrimental to the SP
Mayse someone can clarify ?
MF - one would never agree a contract where one could never sell - but possibly may agree a lock in period over a period of time. Noted that some of the old cryto projects were "exited" at some earlier stage including BTC according to their asset history on the website
Interesting point Monkfish, not sure if they sell thero staking rewards, but they must sell something to give them the cash to re invest in other projects.
Do they ever sell any of the company holdings? This is one of my concerns about Kr1. It almost seems that to guarantee seed entry to these projects they agree to never sell. Therefore the company builds a huge theoretical portfolio but when is the actual value unlocked for shareholders?
Having looked at what some of our alts do why dont our expert leaders use their capabilities and strengths to swap exchange and transfer crypto assets to make further growth. They should understand things better than punters and even ETF managers. So why dont they do it ?