Member Info for CR888

Sheltie might update us later on latest Dark Barclays TA

So far I think at around 500 p Dark is in a safe and reasonable place to hold

Very true , good execution
Invest yes , but sell more

Whole market is down today ( Nuclear power reactor fears etc )

Maybe sell your Dark shares and build a bunker under your garden and stock lots of whiskey and wine underground

Kidding aside there are no shorters now , just say or week traders .

Seems like holding is ok , April results in 5 weeks !

Grotty I owe you a beer for your post now :)

CEO of Algebris , Davide Serra was on Bloomberg TV
He says Russian assets oversold , he thinks ?

Lse suspends more Russian instruments today ?

Putin needs legitimacy- if he nationalise Poly he would be seen as a Thief ! Also the West would take more Oligarchs assets - there is no free Golden lunch :)

On Bloomberg there is news - Goldman Sachs pounces on cheap Russian corporate debt ?
What does this mean ?

The LSE decides which firms to suspend …. What is their criteria exactly yesterday for the 28 suspended ?

Why was poly still ok on lse yesterday when 27/28 other russian companies suspended. ?

Tuna sandwich or Ham and cheese sandwich at the picnic

I guess an ice cold beer !

Can gold go radio active? I don’t expect any nuclear war , or nuclear power station to go wrong , as Russia would get blow back with the winds from Ukraine as one reason !

Yesterday in webinar they say small customers faster decision 50 - 400 people companies

Large companies say 10000 to 100000 employees need longer to buy , also Pentagon might need time

So the full effect for big customers maybe 6 months to 18 months later for full impact of new revenues

So my guess by Summer next year Dark share price will more fully reflect the new customers

Hopefully by October we start to see new sales

Good day

Manage your risk and position size versus your portfolio size !
Not wise to buy more unless trend reverse clearly !
Either Sweat it put , or stop loss , you can always buy again

No one knows

As long as Poly the holding company still legally owns all the Gold and treasures ( watch the movie “Unchartered “ in cinemas now with Gold :) ) then Poly should be worth 973 p to 500 p according to my crystal ball .

Who are the major shareholders now ?

Blackrock still 10 % ?
Any others ?

The fact is no one knows …. No one !

Why is it going down ? Investors fleeing ? Shorts … but the value is still there ? The Dividend is 37 p ?

Yes Fake news by journalists was horrific and impacted many innocent faithful investors

The Dark investor relations could try to Educate and meet these journalists and give them one on one presentation on Dark might help these uniformed journalists

I wonder how many of these journalists actually watched the Dark investors webinar yesterday ? For the first time I watched the hour webinar ! Education and engagement by Dark will all these pundits migh LT give them pause for thought and a more balanced view in the press

The problem is to sell news , extreme and even false news can sell newspapers

It was a Hell of a ride from 1000 p to 305 p a Horror show !

Yes Ukraine situation , 1945 was terrible , thank God the world is uniting against Russian and supporting Ukraine refugees and Ukraine in every way possible …. Some wifes and children may never see their husband / father again who are left to fight !

Beyond words …

Poly real value now around 923 according to a source I have
Even if we follow Berenberg who say 500 p

Then Poly has huge upside in the right circumstances

However I recommend wait til clear trend reversal before adding any more

No one knows exactly what will happen yet

Poly up in NYSE relative to london :)

Poly is listed in New York , only 30 per cent down :)

Gosh I wonder ?

Who are the major shareholders now ?

Blackrock might still hold 10 per cent

I hold Poly and certainly hope it recovers !