Firering Strategic Minerals: From explorer to producer. Watch the video here.
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Last post: Fatman83, 19 Jun 2024 21:03
It's just jobs for the boys.while they collect their grossly undeserved salaries,they will never do the put PIs first.
Started: Morpheus008, 19 Jun 2024 07:32
Last post: Longlad, 19 Jun 2024 16:59
Seed, like many AIM, should have their salaries paid on a performance basis. This constant raiding the till is just bonkers….the do nothing.
So the only investment we have gotten any return from is one Ed wasnt even involved in the originally. Says a lot about his keen eye for a good investment over the last 6 years. Still at least his wages are guaranteed for a while yet. He must have the cushiest job on AIM.
Just under half a mill taken in wages
40 grand paid to an "Expert" fund for shocking advice which lost us near 600k in the form of Northern Leaf and they still sell it to you as expert management.
12 grand paid for a few clips of Ed, Lance and the guy from Clean food talking at a camera. They could have paid a student to produce better Vox pops.
If you count the Divi Seed are up the same TBF Morpheus. 2.05p a year back Vs 1.9p + 1p today
Results largely expected
Ed keeps posting that he doesn’t understand the reason for the huge discount to NAV - History is the answer.
The Venture Capital index is up over 40% during the last year. Seed’s SP and NAV is down
It is down to history. The likes of Ed talking of a £50m mcap following the sale of Leap.
Ed blaming historical investment decisions. Well Ed has been here several years now.
Holding investments while they dwindle down to zero - Not selling as they are shares in their own or associates business's.
Why do they need another on the BOD to champion the cannabis investments ? They would do better doing the research themselves.
Started: Longlad, 18 Jun 2024 19:07
Last post: Longlad, 18 Jun 2024 19:07
Seed takes right back off you
Started: dagenham, 14 Jun 2024 14:23
Last post: Morpheus008, 17 Jun 2024 07:05
That’s the same with FFWD on here. If you enter FFWD in the share search there are no results, yet google FFWD LSE and click on the link and you will see it is still here with all the data.
It is a bit strange. if you put ctag in the share price search nothing happens. try google putting in cloudtag inc[ ctag] share chat and it works.
Dags,
Is ctag gone completely now? I don’t see an lse BB…under ‘ctag’ at least.
Amit is some operator, AP at vast is another one 🙄
Longlad. i think you said you were in cloudtag. now amit is the lowest of the low when it comes to AIM directer. yep. AIM is crap. that is why i no longer invest in it apart from seed. AIM is only any good for quicky getting in and out but most peeps lose. however in the case of seed it is better. less chance of going bust , paying special dividend and a boss that finally has woken up and doing the right thing so far. but early days as the last lot of leap money was in april which triggered the special dividend. so the 4.5 million is our money and we shall see.
Longlad. there was plenty on here a while back that thought a special dividend and buy back would not happen. but it did. so both shareholders got cash and the company. you even said yourself a while back ed would nothing for shareholders benefit. but the special dividend cash money is in your bank account. so all ed has to do is keep it up. no slip ups. no nonsense investing in crap. no mates rates. etc. we shall see anyway but the fact is that 4.5 million is shareholders money and he is one himself.
Started: reefles, 12 Jun 2024 13:17
Last post: DaProphet, 12 Jun 2024 13:19
Someone's been on the bong
...based on today's trades.
Anyone got any insight?
Started: dagenham, 5 Jun 2024 07:34
Last post: Fatman83, 8 Jun 2024 15:48
Winding this fund up and giving the proceeds bk to us shareholders wouldn't be such
a bad idea mat.but I carnt see Ed doing that until him and his boys have ran some of that 4mil down
on wages.he will probably waste 1.5mil on some friends venture.i imagine most of us would snatch eds hand off now for 4p a share.
I cannot see any positive sp action here for a long while now.
Barwick the fund is dead.It's been dead since Leap Sale. There is no opportunity to buy because the fund doesnt know what it is. It cant focus on Cannabis anymore because that industry is so full of potholes that no sane person would invest into it now.
He's likely watching to see Clean food group grow up and crossing his fingers that Europe doesn't ban chemically generated oils in the mean time for consumption.
To me it looks like its in process of wind down .
Its a pity the buyback has stopped as nothing but what looks like sells last few days, what's this now over a year and no new investments, what's going on Ed
Good pointer samval. Here’s to another resolution in spetemberish for the next slice of 10%. And the next divi too.
I think it would of been round round 3 Samval as don't forget it was extended in Feb but no big deal, as for Alfredo he must be laying low lol, hopefully Seed can find a gem to put some money into, GLA
Started: Matador78, 5 Jun 2024 14:55
Last post: Matador78, 5 Jun 2024 14:55
Have a look at their one and only product reviewed on youtube. Multi million dollar con
Started: Matador78, 1 Jun 2024 20:13
Last post: barwickman, 3 Jun 2024 11:53
Yes saw the big rise around 85%, not sure how after hours went but will be interesting how the next few days pan out, I've been out for ages but good luck if your still holding, think Seed still have 56k left in PRTG so they would certainly like to see more rises like Fridays.
Portage up 100% from all time lows. Ive been loading up since January.
Its a risky play but the upside should it come off is well worth it.
Started: samval2403, 31 May 2024 16:19
Last post: samval2403, 31 May 2024 16:19
Buyback finished, 2m shares short overall.
£4m+ cash in the bank. Let's see round 2 Ed for another £600k, the fund is barely trading at cash still
Started: PirateFlag, 29 May 2024 12:33
Last post: PirateFlag, 29 May 2024 12:33
Agronomics (LSE: ANIC), a leading listed company in the field of cellular agriculture, is pleased to announce that it will be hosting the third presentation in its Capital Markets portfolio series.
The Agronomics' Capital Markets Investor Presentation Series comprises individual presentations from industry-leading companies in the cell culture and precision fermentation sector within the Agronomics portfolio. For each presentation, the portfolio company's management team will provide in-depth insights into the purpose, market demand, technical milestones, and growth strategy of the company, together with a Question & Answer session at the end of the presentation. Agronomics expects to hold, on average, a presentation every eight weeks.
The third presentation will be held with the senior management team at Clean Food Group Ltd ("Clean Food Group") on Monday 24 June 2024 at 3:00 pm BST. Attendees can register for the event using the following link: https://us02web.zoom.us/webinar/register/WN__SQnHi3hQ9ec_Lx_bht0hQ. After registering, attendees will receive a confirmation email containing information about joining the webinar.
Clean Food Group's proprietary technology platform uses proven, scalable yeast strains and fermentation technology and utilises food waste as its feedstock to deliver more sustainable alternatives to traditional oil and fat ingredients. Its go-to-market product is equivalent to high oleic palm oil, supported by an externally validated LCA (life-cycle assessment), which demonstrates a 90% reduction in greenhouse gases when compared with traditional palm oil. Clean Food Group's oil has been designed as a drop-in ingredient that can be substituted in several consumables, including baked goods, confectionery and cosmetics applications.
Clean Food Group announced in March that it had secured a further £2.5 million in funding from the UK climate-focused venture fund, Clean Growth Fund Management LLP. The funding is being used to accelerate the commercialisation of Clean Food Group's sustainable oils and fats technology platform.
About Clean Food Group:
Clean Food Group is a UK-based food-tech business delivering sustainable oils and fats solutions to the world's food and cosmetics manufacturers, with the mission to deliver scalable, healthier, competitively priced ingredients that have a positive impact on the economic, environmental, and social health of the planet.
Clean Food Group is founded by a team with key experience in growing biotech, food industry and retail businesses supported by established venture capital and family office investors with a track record supporting fast-growth start-up companies in highly regulated industries. Clean Food Group's proprietary technology platform has been developed as a result of 8 years of pioneering research by Professor Chris Chuck, technical lead at Clean Food Group and the University of Bath.
Started: Takayama, 15 May 2024 07:36
Last post: barwickman, 28 May 2024 19:40
Going by the mid April RNS after receiving the 2nd Leap Gaming payment the RNS was saying the investment landscape continues to offer compelling opportunities , i was just wondering if anybody had heard anything about these opportunities as not heard anything from Ed or the rest of the Seed board, in fact is Alfredo still working with Seed as don't seem to hear his name anymore, i know its early but surely Seed haven't shut shop for the summer holidays already, anyway what's happening Seed with all these opportunities or are we just relying on interest from the money in the bank for future revenue.
*2016
They have had many raises over the years. It was Kuala before FFWD and China Growth before that. At the point of change to FFWD it was raising funds at 8p with a NAV per share of 7.8p back in May 2009
How much did FFWD raise when they started up?
The least controversial and least risky next investment would be an extension of the buyback for a second tranche of 10% of the company (to bring us up to 20%) on similar terms if not a lower buyback ceiling, followed by another dividend. Each 10% buyback brings around £200k in the coffers from the dividend (the company receiving £1k in dividend for every 100k of shares it buys) essentially funding a large proportion of the next buyback…. . What do you reckon?
Last post: Fatman83, 23 May 2024 22:06
Hi Tom.
I just seen your message and then checked and I have received it too.
Be interesting to see where the next monetized event will come from?
Will we sell the last of our stake in evextra? Or maybe sell our juvenescence stake?
I cannot see anything happening for a while now but the divi has been welcome.
Dividend received today at Barclays.
I'm not going to let it slide, I'll just wait for a bit. I'm used to them being slow. Will take a look at alternative brokers.
U can't miss out on 50% dividend mate jeez u be mad not to call em
Hi Fatman, I'm with Barclays and have received nothing either, I'm not surprised as they have been useless since they became 'smart'. I hold my Seed in an ISA and they told me years ago they were ineligible for an isa, they are still in said isa, so I am loathe to call them in case I stir a nest.
Started: samval2403, 16 May 2024 19:06
Last post: samval2403, 23 May 2024 09:46
It's a great product Mat! I ordered it pretty much the same day that I read about TEK, I have to say it does everything that you would want it to do. Great flavour with much less salt used.
Christ are they still going on about "Micro Salt" It's just MILLED.
Anyone looked at TEK? They've also got a maligned CEO, he's got a big pay packet and bonus and they have had a few duds in the recent past.
BUT Microsalt alone is not far from 2x the mcap and it's listed. The autonomous vehicle company seem like they'll raise privately and go on. NAV on that also worth about 80% of the mcap. The whole business is sat at a 60%+ discount to NAV even with the duds.
Maybe Leap should be a lesson but it's a different game. If Salt sells they'll not be on that position of only having 1 buyer. That divi would be for the full mcap.
TEK notes from Oak Bloke
https://theoakbloke.substack.com/p/fy24-q1-results-for-lucy-part-of#%C2%A7tek-valuation
Molten / GROW also at a massive discount but there are questions on what the market is willing to price them at and too many investments to understand it easily.
Started: reefles, 16 May 2024 09:45
Last post: Matador78, 16 May 2024 12:19
Not from us I hope
...survives again! They've just secured a deal for £2.5m in CLNs.
I bet they're wishing they hadn't sold off their whole stash at a 90% discount, now! But still, they will re-grow. Happy days.
Started: BASHER_1, 14 May 2024 18:15
Last post: BigSlick7, 14 May 2024 22:35
Disruption is, by definition, disruptive, and change is uncomfortable.
https://www.cannabisbusinesstimes.com/news/uk-medical-cannabis-boom-patients-demand-consumption-surge-to-all-time-high/
The UK is the primary driver of new growth in Europe’s medical cannabis market, with sales of medical cannabis greater than expected due to ‘unusually high’ consumption volumes on a per-patient basis.
Started: Matador78, 14 May 2024 11:29
Last post: Matador78, 14 May 2024 11:29
For those of you wishing to re-invest your dividends but are wondering why your funds haven't cleared to your "Investable Funds" yet.
Call #Hargreaves and have them do it manually (free of charge) otherwise it'll sit in clearing for weeks. 0117 900 9000
It's likely to work with every other broker platform which is ripping you off,
Started: samval2403, 13 May 2024 20:31
Last post: dagenham, 13 May 2024 20:59
For the time being i am also leaving my dividend as cash until deciding what to do with it.
For the bit of grief the buyback programme got a few days back here for being too slow it looks.like they'll achieve the goal. 4m shares left and the volume there to make it. Still buying at around cash even after the divi.
Waiting on the next investment before deciding what to do with my divi. Gl all
Started: BASHER_1, 13 May 2024 16:00
Last post: Longlad, 13 May 2024 17:18
Disrupting growth opportunities
13-May-24 15:27:49 2.222 71,585 Buy*🔥 2.10 2.30 1,591 🌱
Last post: Stiggsy, 13 May 2024 16:35
Thanks👍
Got mine earlier with ii,
Imho the best trading platform available.
It's hidden in HL doesn't show as available cash unless you click on portfolio
Not got mine HL yet
I have received mine for my regular account, but not for my (much larger) ISA. Has anyone had the same? Is anyone else with Halifax? (Why would you be... unless your Dad had spent decades working on the backend of their share-dealing platform. I could ask him, but then he'll probably look at how many tens of thousands of pounds I've lost on Seed and cut me out of his will.)
Started: swazers, 21 Apr 2024 11:03
Last post: deltalo, 10 May 2024 23:22
If you knit or crochet then you would say it’s worth it,
I don’t mind as it gives me time to meditate and do my own things.
I’d pay for the bloody lot if i can get some peace and quiet.
Atb.
No go on, why...?
I get five grand Monday,
3-4 k going back in and the rest towards a garden studio for my wife.
Don’t ask why lol.
Swazers,
Do you not find it a tad ironic that someone would type a message on their keyboard calling out someone else for being a keyboard hard man!
I'm just going to plough my divi back in on Monday
Started: Matador78, 8 May 2024 16:52
Last post: Matador78, 9 May 2024 17:03
CBD is a FAD-CON.
Have a drink of water and go for a run
Mat D'or - this is something that really annoyed me. (I say "annoyed", when I mean... lost me thousands of pounds?)
From what I can see, Northern Leaf is an objectively good operation. When I first invested, I thought I was lucky to get the opportunity, because they were so oversubscribed. (I went in at the same time FFWD did.) Since then, they've done pretty much what they said they would - most notably getting medical accreditation in the UK ahead of anyone else. The only thing that has let them down is corporate advisors and the downturn in the market. If they had been ready to IPO a year or so earlier... boom.
Now, their business has been absolutely crippled - almost exclusively down to the availability of cash in the short term. They were so close to hitting operational breakeven, after a lot of (understandable) setup costs. SEED could have loaned the money on preferentially secured terms, instead of writing off their entire investment. It makes no sense.
Northern Leaf's Board is a bit dismal, but they've got great links with the States of Jersey, which is absolutely as important in their situation as having experts in the CBD world. Lobbying the States in Jersey is a couple of conversations between mates, rather than months of legislation. Northern had SO much potential.
Maybe it was a case of once bitten never again , ie Leap Gaming pouring all that money in for so long for little return and it looks like Northern Leaf would of been exactly the same.
Ed keeps promoting the SEED team as a major force but he can't or wont explain why that force did absolutely nothing in favour of Northern Leaf?
I get he thinks the NL management team are dicks because they didnt IPO but what good are they if they have no sway?
Started: Matador78, 8 May 2024 15:12
Last post: Matador78, 8 May 2024 16:53
Ed should concentrate now on special dividend, buybacks, new investments that is not CBD secter related, crypto etc. all money coming in should be used as benefit to shareholders and that is what he is starting to do in my opinion.
From the same University that produced Clean Food Groups CEO
https://www.msn.com/en-gb/health/other/cbd-products-a-waste-of-money-and-could-be-dangerous-experts-warn/ar-BB1lodw3?ocid=msedgntp&pc=U531&cvid=0fa088940a774842bc0eeef91975b97e&ei=26
Last post: samval2403, 6 May 2024 22:25
If they can buy something that the market sees potential in, cannabis keeps improving and maybe get some other exits I think we see 5p again too longer term Fatman. Need to see that NAV go up!
I really want to see Ed walk the talk and find a gem. He's made a few of the right noises about why he's knocked things back, I've got expectations on the next investment.
Hi Sam.
Sorry I should have said a time frame.
I meant to say this is worth 5p in the next 18-24 months.considering the current nav is just shy of 7p I do think 5p shoul be achieved. Providing the economy is also improving .
But 5p to a man like me who has been here 9 years is still terrible.even at 5p I am so far down it is embarrassing. BUT for those buying now I do think this makes for quite a decent solid investment my views on Ed remain the same until I see a real turnaround but at least the divi is a start in my eyes anyway.
The divi even at 2.5p sp is 40% of the mcap. A lot of that money is coming back in with the c2.2p of cash they've got plus the rest of the portfolio. Think 5p is ambitious Fatman but I do think this goes on, maybe late 3's? I'm genuinely excited to hear what they buy next.
Easy barwick.
I kind of agree ,we are good for 5p here so a good 100% plus gain from here.we are cash rich with no debt.
I am happy with the divi there are some fantastic opportunities out there at 10year lows!
But it would be foolish for us to forget we have been loss making here for many years through terrible investment decisions from our bod.hopefully the penny has dropped with Ed but we will see.
Maybe even one day we may even get news of this ipo of juvenescence that Jim has promised for the last 5 years.
Things can change quick in this game and as I've said before i wouldn't put anybody off to having a dabble at this share price.
Cheers Reefles, i know Jim did increase his holding a while ago but he also held around 10mill in Galloway Limited think that's a trust fund which I'm sure was a separate holding from that on the website, its no big deal anyway, but good reading, cheers again
So - Mr Salad and Mr T'berger have had their share of the company increased by about 0.5pp thanks to the buyback, but ol' Melloni appears to be very bullish
Barwy - I can't really give a better answer than Bigstick re. current holdings, but I did post this back in October. It looks like we've lost Leckerman and Hackett since, although I seem to remember the Leckernator saying he hadn't sold up, he'd just transferred half his shares to his wife, and neither of them were individually above threshold (which felt rum).
Holdings:
17,194,590 8.08% Peter Saladino
14,783,722 6.95% Jim Mellon
7,943,687 3.73% Lloyd Leckerman
7,205,005 3.39% Norbert Teufelberger
6,355,460 2.99% Richard Hackett
..........
53,482,464 25.14% Sub total
4,680,000 2.20% Ed McDermott *
1,674,024 0.79% Ian Burns
3,950,000 1.86% Share buyback
17,300,000 8.13% Remaining buyback **
..........
81,086,488 38.11% Total known holdings
* at 2.549p average (although they may have been a bonus, not cash)
** if fully subscribed
Quick question Reefles are Jim Mellon's trust Galloway Limited still invested as well, or have they sold up, cheers
I always thought Ed was just a figurehead, and that's why his hair was such an important part of his skillset. Like, he tells everyone he's a portfolio manager with his finger on the pulse... but actually SEED is just a way for Jim Mellon and mates to mutually invest in each other's riskier projects / share the risk with some lucky members of the public like us.
But then, I've just looked at the list of major shareholders, and they're not as invested as I remembered. Mellon + Saladino + Teufelberger only have about 20%
Started: Matador78, 1 May 2024 00:30
Last post: barwickman, 1 May 2024 07:12
Nice move in the SP yesterday, after that news from the states last night let’s see if the SP can do the same today and coming months.