Member Info for Albinio74

Hope something good comes through for holders here, i only have a few left for fun, just became uneasy at the same names appearing over and over again in all the connected companies (that seemed to be delivering very little).

Maybe nothing to it but didnt feel right to me in the end - Bixby (Dynasty, Pioneer, Padia) Darcy Taylor (Eastside and Pioneer), Mike Edwards (Eastside and Pioneer), Derek Lew (Guild, Pioneer, Eastsisde and Blu of course) - imagine more overlaps and connections in play if looked into - inevitbale I guess to some extent in a small investment business targeting a particular area, but seemed to be too much market money /shareholder money been passed around friends/associates businesses without much in return for my liking.

fingers crossed Pendulum amounts to something

4 mins 30 in, to be more accurate.

Minor mention for Pendulum in this video - poster has a decent subscriber base but the video does not have many views (or say anything that interesting).... but these guys tend to move in packs and start covering the same areas so maybe an indication it will start getting more coverage - if Crypto stays positive, about 4 mins in https://www.youtube.com/watch?v=sAKQDivtcuc

I had been very intersetd, excited even, by Dynasty - but nothing of substance has come through, the RNS did not come acorss well to me at all, felt like an entity just abut surviving rather than one about to go up a few gears.

The whole Dynasty thing, and their (Blue Star's) pivot into gaming a few years ago just does not sit right with me any more - all the below interlinked names and businesses that crop up again and again, with little to show for it - smoke and mirrors, maybe eastside has a chance of doing something interesting over the medium term.

https://www.p10neer.com/

https://eastsidegamesgroup.com/investors/executive-management-team/

https://www.dynasty-esports.com/team

https://pitchbook.com/profiles/company/489504-88#overview

https://www.metakit.games/

Gone from being exciting/interesting, to being a little bit stinky - feels a bit GFIN like.

Is satoshipay / Pndulum anywhere near delivering anything Blu can bank on? or is it really in need of vast sums of money to get anywhere, that is how it now feels to me, down to a bit of beer money left in and fingers crossed really.

More effort from TF to get Blu recognised in Crypto / Blockchain circles as the only way to get a piece of Pendulum/Satoshipay (other than buying PEN tokens).

Pendulum have 50k followers on twitter and often get cross referenced by other crypto/blockchain accounts, just once it would be nice if they mentioned Blu and the option to get access to owning some of Satoshipay (and by default Pendulum) shares through their 27% holding - surely for those followers of Pen/XLM/Polkadot/Smart Cotracts etc , the option to hold some shares (some what vicariously admittedly) would be appealing - if they think it is going to come good, all time lows for Blu the ideal time to buy in - I bet barely any of them know Blu exists.

When trying to see what Dynasty are actually up to I rotate between the below sites and do a little googling from time to time to see what comes up.

https://www.metakit.games/ - tie up with Pioneer for web3 gaming.

https://www.dynasty-esports.com/ (there own website)

https://paidiagaming.com/home - they use dynasty tech to run their (or some of) tournaments I believe (and blu own a tiny bit of them)

https://twitter.com/PaidiaGaming

https://platform.googly.gg/home (India mobile gaming tournament platform)

https://play.google.com/store/apps/details?id=com.googlymedia.app&referrer=googly

https://sg.linkedin.com/company/dynastygm

https://gg.letsplay.live/home (probably the most interesting news in awhile from them)

I find almost nothing to indicate big money/progress (metakit site not changed since the site was set up, their own site hardly changes / provides news and Linked In rarely used to update ).

The Lets Play site is fairly active, but doesn't seem to have that many engaged when you look at the leaderboards / teams and latest videos to watch (mostly from 2022) - and even then what is specifically related to Dynasty on that site?.

Googly mobile app only has "1k+" downloads, paidia seems quite active and ties to Xbox, but only a few k followers on Twitter and their tournaments are not heavily participated in, I have been invested in Blu mainly because of Dynasty but it is not easy to see if they have really gained a foothold within gaming and esports.

They gave some great interviews a couple of years ago, but does anyone have any clearly evidenced significant traction/progress with their platform and business they can share / explain (other than the links above and RNS output by Blu).

I think the Googly interest/progress is probably now more relevant to Dynasty than the small holding Blu have directly.

Seems unlikely these appointments are without specific and important purpose.

held here in the past, but did not really like the performance of the app, very glitchy, no longer hold, but have been using the app more recently.

The cashback works more effectively/faster than quidco and topcashback (in some cases doubled up with mode and quidco in same purchase). hey ho, this does not look good obviously, but if some sort of ongoing trading/rescue that retains listing looks viable may have a nibble for a punt.

https://ir.etonpharma.com/news-releases/news-release-details/eton-pharmaceuticals-reports-second-quarter-2022-financial

They should still own some Eton shares too.

Yeah seems likely any premature attempt to take DVRG out would be resisted by the management and perhaps also likely a buyer would want them onboard.

But you can get the caution of talking about 150m valuations for part of a business currently valued at 35m.

STC has incredible potential, but valuations for it have to relate to likely revenues and to some extent the balance of need, do DVRG need a partner or total sale to take it to another level, if so that will cap value I would have thought.

Agree no doubt GB has a plan.

Chazzy, yeah I thought i had clarified that I do not see dollar shave club as a perfect case study for STC, but not a bad broad comparison to consider, however where STC clearly has much more underpinning it's value to clients or potential buyers from labskin and data, dollar shave club was at 150m sales so a substantially developed business, but I fully accept STC with rapid growth and the value at its core could be interesting to many parties at much higher multiples, but I still think it is currently early days to thinking of 100m + purely because DVRG could be acquired for half that, even allowing for 40% ish upswing in mcap driven by buying or progress. True some companies would be put off then having to dispose of bits they are not interested in but it happens. Obviously if DVRG are valued at 100m + quickly then it all changes.

But the speculation is more enjoyable after such a great run of news.

A very different scenario, but some similarities - dollar shave club were taken out for $1B on $150m sales, so similar multiples perhaps possible for STC, although so many variables to include and value, such as the accumulated data and Labskin aspect to it - STC presumably would not include a sale of Labskin - or would it? Also depends how much investment is needed to hit big numbers for STC, if they could "organically" and rapidly grow sales then who knows what is possible, but the more investment that is required, the less they will get for it.

I imagine a non quoted company also can drive a much tougher deal, where the owners can set the price for a really keen acquirer, stock market listings carry some vulnerabilities around whatever the current market cap is, someone could take the whole company out if they really wanted labskin and STC.

Apologies if already posted, don't come in here much due to the endless and pointless mud slinging.

Some updated numbers to June for Cali production, looks consistent but the boys need to step up comms, getting silly really.

https://www.shalexp.com/reabold-california-llc

https://ir.etonpharma.com/news-releases/news-release-details/eton-pharmaceuticals-reports-second-quarter-financial-results

Similar story to DNL results, Covid effects uptake due to need for one to one contact, but positive about it as they move away from the toughest effects of the pandemic.

Looks like they will need to provide better information describing the risks associated with the treatment and respond to the FDA, so should not significantly impact on Alkindi sales growth. Eton may be able to successfully show they have not violated FDA regs. Let's see.

"The FDA urges Eton (ETON) to stop the violations and requires it to provide a written response addressing the concerns within 15 working days of the receipt of the letter."

https://ir.etonpharma.com/news-releases/news-release-details/eton-pharmaceuticals-report-second-quarter-2021-financial

Calvine take on the update.

https://www.calvinepartners.com/diurnal-group-fy2021-trading-update

skimming through pretty much as expected, Alkindi take up will be a grind while covid restrictions are in play, but still growth in key markets, plenty of cash and really it is about roll out of Efmody now and Alkindi sales growth with less covid drag to underpin the SP, while we await updates on pipeline treatments (most notably Ditest) and regulatory progress (most notably for Efmody in US and Chinese progress). Good to know some Milestone payments have come in and more due once the Orphan Status is granted for Alkindi in the US.

According to the link below, in April RBD's California assets were producing 4000 BBLs per month - so assuming the oil price stabilises around the current level or increases further, and assuming there is "running room" there, lots of opportunity for California to offer some nice returns / cash generation going forward (some firm/detailed info in an official update wouldn't go amiss) https://www.shalexp.com/reabold-california-llc