The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
no worries with regards competition. a minute portion of the FX market ( e.g 0.3%) propels Satoshipay and thus BLU into the stratosphere
so , which do we get a valuation on first, implied or otherwise, Satoshipay or Dynasty ?
atb
blu
have you been in a coma?
@ragnaar
indeed, i merely keep rattling the cage on valuations as they are now (as always) of great importance.
no one wished to see the retracement from 0.6 all the way back down, but that was going to happen , as i stated when we lost 0.25 , because we do not have a level of certainty provided by valuation, had Dynasty IPO'd in Q2 as expected, we would not have lost 0.25
on your theory of "being conservative"....................... i'd much rather be conservative than rose tinted ... of which neither you or i have been
true value only appears in this stock when valuations implied or otherwise are made available to the market as a whole.
would have to think nearer £100m valuation now than £50m though PD
market has reacted positively, great , but need certainty of valuations for both dynasty and satoshipay to put a floor under the price and an end to the volatility when the short term volume leaves the stock.
£100m = 14m for BLU , or nearly 0.3 per share.
then what valuation for Satoshipay once they get pendulum, dstransfer going , surely more than 0.3.
hopefully in 2023 we FINALLY get answers to all of the above.
suspect not, not a hint of a valuation of Dynasty neither IPO or fundraise detail !!
it does add value to Dynasty of course, but how much ? because of course we do not know the current value thus can not ascertain what percentage this adds?
agreed dealer 55
i had thought a legal challenge had already been presented to scameron.
whilstever he can continue to receive £150k p.a unchallenged his BS will continue.
might be an idea to ask him who Tally legal representation is, if they have any ;) , and seek explanations , as scameron's ramblings are no longer credible. skewing from relisting in 3 months, to delay , time after time over the past 4 years. there is a legal and criminal term for it.
some of the guys on here with hundreds of thousands invested , might feel this worthwhile to get scameron moving.
maybe someone can ask the question of scameron as to the validity of just relisting as an investment company holding railsbank, the rest is realtively worthless sh*t and we could then get scameron on his way , no longer allowing him to arguably steal a £150k "contribution" per annum.
BA
railsbank shares may well have peaked, but you have missed the point.
if we had decided on an investment company at least shareholders would have had liquidity now.
i believe that is the only concern now, no one really believes they will get any return on investment with any company run by scameron, most merely want liquidity , whatever percentage that may be back.
it would be ideal to find a way to prevent more railsbank sales by scameron.
Tally, for what it is, should have been closed down as a failed project 18 months ago and without the need to sell railsbank shares to fund his salary, we could have then just had lion as an investment company, holding railsbank shares and basically reflecting the fortunes of railsbank rather than some dud ego project that scameron still pursues now whilst taking £150k a year to do so.
gazzleberry
yes , i did get that :)
he has the funds to switch about, he supported blu on the way up, needs short term funds to do better than blu is doing and short term there cant be many stocks doing worse !!
such is investment/trading/speculation... delete as necessary.
all the best to you fella.
blu
@gazzleberry
dukee did very well with BLU in January.. hence the proof is there.
it would seem he has done well with tintra TOO (note), as viera alluded to yesterday.... and fair play to him.
towards the end of the Year one would suspect he will rotate back into BLU, that is of course entirely up to him.
it certainly has...
its all a game, BLU will be back, i suspect dukee will too, however it looks like with the recs on Levs post, not too many will welcome him back.... lol
its all a game people, blu sadly have no means of providing certainty at this moment in time with regards value of investments , hence no sustained momentum in share price.
not sure what all the fuss is about with tintra, doesn't really matter, as if you got in at 70p 4 months ago, you will have done quite well, 4x ROCE, on pure speculation.
Fair play to those that did.
did you have a punt nico?
suspect they will get another strategic investor which will offer the implied valuation i have alluded to previously.
then IPO over 12 months.
either way, both overdue, though understandable given market volatility, war, inflation, interest rates. liz truss etc
atb
blu