Member Info for Cawdor1

Would have expected some of your seasoned commentary since the update.

Could even be worth more. Frontier IP should be valued at double with the amount of its investments at inflexion points. I’m not expecting it to be at these levels for much longer.

Not a chance is it worth 650. Between 1-1.5 billion

Today’s in-depth announcement reinforces my view that this company is going places. Everything is there for to drive growth. Not only clear growth strategies are in place for CSS and Verso Biosense but the exciting reference in the trading update is around exploring opportunities to significantly expand the real estate side of the business. Build to rent perhaps ?
No doubt some will make reference to the loss and potential equity raise. Not me, this business is fully underwritten by the Dickson family. I really cannot see anything but good times ahead. I think there are some real sharp cookies at the helm. Crack on Charles Dickson.

It is under the radar and I think you will be making a mistake to invest if it drops below NAV. It’s massively undervalued and I expect plenty of news flow between now and the end of March. Exscientia stake alone makes it worth investigating here. I’m surprised more haven’t seen it.

I was clearly right with Octopus increasing their holding by 1% to over 4. This gem is way undervalued.

Clearly that 300k sell is a buy

Given the recent hires and news flow from Exscientia I would think they are close to announcing a listing. This stock will be very cheap when that day comes.

Website off line and being updated. Fingers crossed they are good to go with commercial launch.

Please do so, it’s worth a read

Fortitude, have you read the pdf on the Vivoplex website ?

Do not underestimate the value Vivoplex could have here. We should be expecting an update soon as to when they can commence selling. Potentially massive.

Not much to add other than I believe this will be the first of more eagerly anticipated company updates. All to play for.

1p increase today ?

More around people selling as they are confused about Barkby. As I believe I have researched in depth I am more relaxed to see how this pans out. Others are clearly frustrated. That indicates to me they have invested having looked top line.

Hi Fortitude,
I’m sitting here relaxed and looking forward to a company update. Barkby under Charles Dickson has never been purely about pubs or cars. Small parts of the pie.
CSS and Vivoplex are solid investments which will deliver. No doubt there will be more and I anticipate Alex Snow being involved.
At the risk of being boring anyone looking at who holds the shares in this company would imho come to the conclusion there is more to this than at first glance. I get investors caution but you need to research a little deeper at times.
I have also added more Ironveld roughly matching my investment in Kazera.

All 3 will pay off this year.

Hi Fortitude,
I have been upping my holding in Kazera and am about to dip my toe in with Ironveld.

I have been monitoring both.

2021 will be vastly different to 2020.

Keep posting !!

Keep the faith.

Happy New Year my dear friend. A very emotional post by your standards.
I would keep the faith until you get some tangibles. I have not the slightest doubt the future is rosy.
Stop leaking would be my advice. This will come good.

I’m with Fortitude on this one. Unsurprisingly if you follow Barkby which we both do passionately.