Member Info for chilston

Juv.... That's a long term player. Agex share price has stagnated

How many universities have signed up to vemo? Intensity... We hold less than 2%. Leap... Valuation is probably about 10mill

This should be interesting.... I'm looking forward to your opinion on what 5 are better and why! Your going to start with vemo? If you do.... How many clients do they currently have?

And when you answer the question... Give me our percentage ownership. Current valuation. And your perceived value for next 6 months.... Start with yooya

Yooya you know nothing about Pulseflow rather get rid of it Vemo has issues. Government are evaluating the market Vogogo? Did I spell it right? Intensity.... We have a small holding and it's pharma. Which means it's risky Leap isn't worth 20 mill. So go on.... Indulge me? Just don't mention emmac. We've only just invested

Bit we do believe in factom. Otherwise we probably wouldn't be invested. As it's the biggest investment

The answer to that will be in the facts. Everything else is guess work. We can give our own opinion, but reality is no one knows. We don't know what other companies they are working on . You also have to factor in whether or not they get over subscribed. Place your bets...make your own judgement call on that one. Anyone here gives you a valuation is not in possession of the facts

Exactly. We get to revalue our holding which at the moment we don't know

series b will come lord snooty - dont worry about that

Well... It is my birthday tomorrow. I deserve a present?! Especially since I've been a good boy recently?!

Thursday would be nice, its coming i know that then we will see the real value of factom. we may even get an idea of whether it was over subscribed... like intensity was...

yes - that 25% discount for series B is huge, that was a clever move.

roll on series b... it cannot be far away - anyone hazard a guess? its got to be sometime this year. before august perhaps?

for once... our thought processes are aligned Doggo.

btw did you notice in Eds presentation that he 'expects' to see further investments in the Life Sciences sector in the next 3-6 months?

im assuming this may be via JUV but who knows.

i stand corrected. i was right the first time... macro deleveraging (there is also micro). I picked up on it during Ed's presentation and his reasoning behind the poor perfomance of the SP. its about 3 minutes into his presentation.

In the financial market, the need to deleverage causes financial intermediaries to shed assets and stop lending, resulting in a credit crunch and tighter borrowing constraint for business, especially the small to medium-sized enterprises. Many times, this process is accompanied by a flight to quality by the lenders and investors as they seek less risky investment. However, many otherwise sound firms could go out of business due to the denied access to credit necessary for operation. Moreover, firms in distress are forced to sell assets quickly to raise cash, causing asset prices to collapse

This is probably FFWDs rational for why we had the seller recently. I would assume that they needed to reduce risk and balance the books, hence the constant selling.

Now that has all finished, IMO we should start to see a rise back up at some point.

Its just an explanation of the recent selling. We also had a private investor admit to selling his shares and so we had a double wammy.

I think Ed probably meant micro delevaraging tbh, which referes to the actions taken by corporates, which would perfectly describe what has happened here.

So its just a clarification for you all..

Correct doggo. Sorry. Didn't spell check. That's exactly what I'm on about. It's pretty important in respect to ffwd

last quarter of last year - not set to continue as we can see by the simple fact that the seller is out.

i guess you all know what i mean by that...

Just a reminder....

mar 16 - 7.85
sep 16 - 7.92
mar 17 - 7.6
dec 17 - 9.18
mar 18 - 10.38
dec 18 - 11.4

next?... and next year? think about it :-)

Some people on here know that i have just launched a new startup, it took 3 years of development and we have only just gone live in the last 4 months. My expectation is that to scale the business to where i need to will take approx 3 years. And so my appreciation of where we are with the investees helps with my patience.

We all know that the current SP, is not a true reflection of where we should be right now. Lets look at MCAP for example - just under £14m?! and how much money have we so far invested in the last 18 months alone?!!

Its serioulsy crazy! you just have to ignore the current SP, we may get a rerate at some point, thats would nit surprise me at all...

Its as close to the bottom as it gets now, maybe it will slide into the 8s, but not for long,, as we all know what happens when it goes into that terittory. As i said on twitter, its important in these circumstances to focus on the NAV, thats the true value of the fund, not the SP, the current SP is simply a refection of investor/aim sentiment towards ffwd right now.

NAV has been gradually rising as we all know, and will continue to do so with the developments that are happening within our investees right now, namely EMMAC and Intensity. Factom series B, is surely about to arrive and then we have JUV IPO next year.

August financials shoud also see a rise in NAV. All we need now is one significant piece of news... which will come eventually and then this rocket.

Just ask yourself one simple question, with all the activity right now and pending news, where do you think NAV will be in 18 months time from here? Do you think it willl still be at 11.4p? What about in 5 years time from here?

How about if i said NAV in 5 years time might be around 25p? would that seem realistic or pessimistic?

AIM - not for the faint hearted :-)

Predator.... I want every Friday. Not just tomorrow! Friday is mine.... And Wednesday btw.... Possibly Tuesdays as well. But only after midday. Mornings are open to everyone else lol