Member Info for Avizandum1

Heard of diversification but Bloomberg have taken it to a different level. On Sky TV it appears they are now selling mattresses.
Anyway Ian, can I go Thursday 13 August for thr next RNS.
Great fun.
Cheers

Rub here is.......before EUA engaged UBS there was already an offer mooted that could, potentially, hit the mark. EUA wouldn't have engaged UBS unless that was the case, and UBS would not have agreed to act without fee, but success commission only if serious potential was not there. So we are already dealing with a number IMHO, and the one post wonders are agents of other parties that are going to miss out trying to manipulate PI expectations. So please you 1 posters stop bothering honest peeps and well, ......go play with your kids. That's what real life is about! You'll learn something about yourself and make better use of your time.

Lots of 1 post wonders arriving. Someone's trying to temper price expectations or otherwise.....worried! Great sign.....but filtered!

Aside work as usual, anyone's guess. Much will depend upon whether or not there is an RNS Monday morning. If not MMs will play games....back down to 18.5p and closing 21.5p would be my guess. If RNS....well......anything could arise.

Piece I came across:

The popularity of ByteDance among IG clients trading the grey market continues, with the firm’s expected market capitalisation topping $200 billion.

Indeed, the expected market cap went from $160 billion on 24 June to $200 billion by the end of the last full week of June, a sign of resurgent risk appetite and helped along by news that the firm reported a 130% increase in Q1 revenues compared to last year, to $5.6 billion. The boom in social networking has come as economies across the globe went into lockdown, with TikTok itself recording 315 million downloads in quarter one (Q1).

This alone would be enough to drive an upsurge in interest ahead of the IPO but as social media titan Facebook hits a rocky patch with advertisers TikTok has become even more popular. As advertisers cut back on spending on ads seen on Mark Zuckerberg’s platform, so they will cast around for other destinations for their funds. And as TikTok explodes in popularity, reaching more people, so the attraction of ads on that platform increases, driving up revenue.

TikTok is unlikely to surpass Facebook for the time being as the premier social media platform, but with such huge growth in user numbers it is easy to see why the IG grey market has seen such a rise in recent weeks.

This share is high risk....high reward. Not for a novice. I am guestimating........reasoned analysis......without four fifths of the figures I would really want to assess an investment in normal circs. That is its nature. Can't change that. Want safety......buy Mircosoft! IMHO DYOR

Think the issue here is that GGP is now working in partnership with NCM, and there will be targets NCM are more interested in to meet its own needs. Not much point roasting our board, let the partnership evolve and understand GGP may need to change tack as we go along. All good.

Circa 19m FF. Wide spread is MM's don't have shares. Every time they sell to you they have to short. They need to recover from a seller too. In spread 4p-7.9p the real share price is circa 5.8p

As you are aware, there is no data. The only figures we have is $1M invested in May 2019 in the whole of Bytedance, not just tiktoc, all else is fag packed guessing, reasoned, but guess nevertheless. Until WSL tell us its per centum interest in Bytedance, we are all in the dark. GL

More fag pack cals: I assume a conservative estimate of our original $1M investment is now worth £2M (Sterling). If US, Britain, Australia and NZ (possibly India) use of tictok is worth $50M then that is £38m (sterling). Assuming a premium will be paid (maybe not!), then sky is the limit. However, our investment is in the whole of Bytedance. With our MCAP sitting at £5M at the moment, you can guess where this will end up, for I have no clue. DT has signed the Executive Order so the 15 Sept is the absolute deadline. Spread putting people off, but well worth paying in my view for what is likely to come next (5 weeks). AIMHO Please DYOR

We are due quarterlies next week me thinks, could be Monday. Current NAV 15p per share or thereabouts from last quarter. Undervalued.

Perhaps GH has a tax bill to pay due to his option profits. Makes sense.

Historically, during economic crisis, it is silver that performs much better than gold. If gold keeps going up, then silver will lead from the in front.

Not sure how much MAFL Invested at $50c in Cerrado, but now contemplating going public at $80c. This share so under stated its sore!

Wait and see. Mid Sept deadline. However, imagine MS will be in discussions about buying more than the US arm of tiktoc. There are other apps there that have data security issues, so I am expecting package deal on several apps, including tiktoc. We invested $1m may 2019. Tiktoc gone expo since then. Lets say our investment is now worth £2m times 30 minimum for deal, and divide by two for safety are we are not buying Bytedance out.......MCAP £30M.....vis X7 where we are at just now. Six week investment! DYOR.

Quarterlies due any time now. This could be very interesting!

Can I try 10 August.
Cheers

Can I chose 10 August.
Tarrrr

Interesting to consider Fukurokuju79's interest in posting. He's obviously not invested.

Bytedance valued circa $80B to $100B. The $7B raise you refer to is relative peanuts. Not withstanding, the only way to calculate what our interest is now worth is the multiples paid to buy as the premium and Microsoft will pay handsomely as they will also be interested in maintaining a relationship with Bytedance incase other apps have to be sold.
Just out of interest, and given you have said WSL is "way over valued"....where do you get your figures from.....as there is none out there that I can find. Bytedance is private limited co