Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
I will be in Uk around 16 June for a week or so including in London , perhaps Sheltie and others could suggest a good place and time to meet for a beer in say London , HKK , and as many oldtimer and new Dark holders ! Even those who sold out of course welcome - it’s over to someone else to arrange if possible around June 16 to June 30
I have learnt my lesson from last year - certainly TB might just buy Dark for 620 p
The Times newspaper says hold which is strange unless at least a small probability of higher bid
Are you willing to bet a bottle of Red wine at 10 pounds a bottle that there will be no higher bid ?
I think I have said most of what I can say , now very little from me - very busy travelling too next 4 weeks , so over and out … wait and see , anything can still happen ( just different probabilities)
Lets avoid personal attacks
Mutual respect
Alternative views welcome ...
The fact is no one knows (except those perhaps planning a takeover bid secretly ) have any idea if a higher bid will come in (including me)
Does anyone know the timetable for a Vote etc...
The vote may or may not succeed
If you believe the Vote will succeed, and no other bids, feel free to sell all shares now (honestly if you can find a better share that can go up by more than 5 % in next 3 months why not)
Even if the Vote is no, I believe Dark will be at 600 p wiothin 6 months anyway...
So one reason I hold most shares now.....is for a higher bid to come along if it does, great, if not then move on to better shares
Sheltie I respect your views, except you were too bearings 250p
Now a zero % chance highly likely as AI investor says...
Zero or 88 per cent who knows ....what is sure no one knows if anothedr buyer will emerge .... but as still some time ....I give Dark a chance of a higher biddeer.... but certainly those who believe no other bidder will emerge is a fair view too
Just pulling your leg with the Sun...I do glance at the Sun for news too!
I bet 88 per cent likely as of today , still time
Feel free to post your probability guess from zero to 100
Sheltie might be low say 15 per cent and I am higher today 88 per cent
Please post we we get an idea - feel free to add any reasons for your guesstimate
Thanks
The fact is no one knows -
No one knows what Microsoft / Google and others plan to do
We just make our best guess
So I think Sheltie thinks it’s unlikely
Whereas I believe why not ?
The Ft thinks the same as me , so does the Times
The Sun and Mirror are on Shelties side as they also lack insight and information on the real world
Face it - Dark is up for sale - everyone knows it , place your bets !
Well listening to you all , and I do listen …
I am now lowering my chance of a higher takeover bid from 69 % up 50 %
Investment bankers surely would need 2/3 weeks to get one of their clients to bid .. at least , certainly if nothing appears by around June 8 th or so … then I will start counting my chickens …