Member Info for dissipline

Last week was hugely productive. He showed some nice ankle with regard explaining the geology to the lay person.

Here is the point that will divide the investors from the non investors in this project. He ommitted Discovery as a word. He intimated directly that stops the money leaving the account, as bonuses would have to be paid.

Nigel's boys are on the anti line. Investors are on the pro line thankful that the money gets saved for the next drills.

Then there will be the next line how does it get paid. Nigel's brigade say we get diluted. Or we won't get money from it from partners.

The pro brigade will point to sitting on one of the most ridiculously under priced gas assets a company our size has may just get you comfortably over the line when around £7 mil is needed. The fact that the project is set up for joint venture investment and Baumgartner has put 20 drills specifically together in that region, may just may tip odds in our favour.

Frankly, dilution is not the fear as we are looking at billions in gas sitting in that ground that can easily be taken to market due to the location and jurisdiction. What matters is getting that drill in the ground and keeping it there with the fact that the pressures from the geology are so high. That could just be a sign there may be a few bcf in that hole.

On a couple of occasions he mentions that he is in talks with Joint Venture partners. For the amount of gas we have at the low end of CPR we can get a partner to put in cash for the drill with alacrity, after MOU1.

If they raised I would not cry as there is so much upside shareholders will get paid back in multiples in weeks, with success. PG throughout the presentation stated he did not want to dilute and JV's were being arranged. The key is, is that we see the drills hitting the ground on our target.

This is a damn sight easier sell than Trinidad, which he arranged. Trinidad will come good. Morocco is kicking in off it we can get opportunities picked up in prime locations. Mid size companies would scream to partner up.

We are drilling a sliver of our Morrocan portfolio. They have identified other areas to drill on the land when you look at the report. It just so happens that we are now looking at a 35 km squared area that has now more the likelihood than the possibility after MOU1 of having a bloody heavy payload of gas.

Two drills planned with high porosity at 17% and them having to take the drill-bit out the ground as the pressure was going to blow the bloody doors off... GRH was on the money when he starts quoting Michael Caine.

If Nigel and his brigade can talk the price down we can add more on cheap.

Obviously stay responsible portfolio wise.

Just waiting for other parts of my portfolio to be realised to add further.

Not too clever to sell down as he is in talks with potential partners and if that gets RNS'd we see price spikes. Keep core amount and add carefully with Nigel's help.

What the share price does right now is not too important. If some guys start selling it down as they do not wish to wait a few months then frankly great. We can hoover up much more shares for less, this is wonderful.

The earlier RNS's were guarded as certain words triggered certain actions PG was not prepared for.

Yesterday was a massive derisk for lay investors.

We may have to wait a little time for Trinidad to resolve itself. There is a business there that PG is not going to abandon, as there is way too much cash sitting in the time lock safe.

Morocco alone will open up key opportunities all over the world should PG deem them exciting. On the bottom of the presentation time line is new ventures.

I think that could be a small signal. You guys may be hot on the geology, but nothing escapes old Poirot.

Trinidad and Ireland will come into view in a year. The Trindadians need the cash and the Irish like living well.

For all who kept the faith well done.

We could have some turbulence for say six weeks if we go through correction phase. Long term Manangement doing a phenomenal job, stripping all the dead wood. Margins rising as they change the blend of revenue to shared and proprietary technology rather than service provider to third parties.

This has massive upside. We are looking at multiples from here. This is a cornerstone investment.

Chaebol No one cares a damn thing what you say. Hope that helps you.

What matters is what Kal comes out with in a very short space of time. Stated that FIFA is on the horizon and that is the biggie.

Last week more positive towards the stock, so am having a nibble now as the seller clears out. The academy is gearing up as we can see and heat appears to be returning.

What I like was Hourd saw there was a problem between investors and gamers and came up with quick result so as to ensure it does not repeat. Sponsorships should really kick into gear with FIFA, as Mr Beckham fits perfectly within that advertising sphere.

That was a good interview. The fact that they have FIFA tournament kicking off in the fall perfectly leverages Beckham and massively increases the exposure of the brand. One of the posters asked for that and they are delivering.

It dovetails seamlessly into the academy as Beckham has his football academies. So now the online academy with the offline academy. A bit of marketing here and this could be great. Bring in new players and new sponsorship.

Hourd and his team are on it. Cheers for the article.

Thanks for the new article. Just read it.

Alot on there I really liked. He understands market looking at countdown expecting sponsorship news and seeing another announcement was not perfect. Setting up Guild IR account on twitter strong idea. Seperate commercial from gamers and can then tailor to both markets.

Quick study, quick response.

They need news to counteract the seller.

They need news to reverse the negative momentum in share price and encourage current shareholders
not to think they have made a mistake and sell. Selling begets selling.

They need news to counteract the fact that they make a big countdown to a news announcement and the market is ready for something juicy and it is a t-shirt reveal.

They need to show that losing Curtis in no way harmed the momentum of the company.

Hourd said IR needs to be kicked up, the academy needs to be promoted further and material news shall be released in Q3-Q4. The selling needs to be counteracted with financially material news.

I think Gild has a very good chance of getting to the other side. We need news because land grab is essential. This is a nascent industry and if you are not taking territory early your competitors are.

Hourd has done well with numbers two months ahead of schedule. Momentum must still be present right now this company at this stage is at its most fragile. Market need to see CEO is not hot air just hot ****.

£2.68 and £2.60 key support areas. If they can break that then we could have a swoon.

Obviously on a multi month timescale and especially over eighteen months this has a lot of upside. Certainly looking at forty percent plus in this area.

The price going down constantly is not accumulation. It's called selling and it has been constant.
That is why the price is going down.

Hourd even commented on it in his Twitter stream if you read it, as things to address.

They need news and they need it now.

Doing these mindless little rampy posts makes you look nothing other than an imbecile.

As we are not on Nasdaq we don't get the Nasdaq premium. We have to work our way through the early stage investor sales.

I believe we should see some real heat for Q4 come through. Next couple of months if we are still quiet we could see more drift. Hourd says Academy and marketing build up will come through Q3-Q4. We are on tenterhooks with Fintech sponsor.

The platform itself is growing very nicely hugely impressed at membership build. As the platform grows opportunities will exponentially increase. The network is all. Hourd and his management seem on top of that.

The departures hurt. Curtis leaving was not great.

Then when they are expecting a big announcement and we are all thinking this is the big sponsorship deal we get a shirt. Though that is important for brand visibility, direct revenue is what the City wants.

Hourd really needs to lay out some vision and reconnect, without giving too much away to competitors with regards moves.
To be fair, I think he gets that. He made noises on his Twitter page addressing this. We also got some sellers, probably early stage investors unlocking shares. This all works to make the imperfect brew.

Long term we should be fine. But, there could be a little more turbulence ahead.

The market made up it's mind. Right now is a tough time with this Fed taper tantrum. We all have to be careful. Everyone needs to make sure they have spare cash available and can whether what could be a tough couple of months.

However the bargains will be revealed. Where ORPH is on that scale we shall see. In principle allowing the companies to be spun out and capital raised for growth sounds great. But now is where CF really gets judged. So far we can't argue with Deep.

Personally I liked the mini conglomerate but it could work out. CF really needs to show a convincing strategy with contracts and sounds "like the share fight back starts here" does not do it. If we go down that route everyone gets to to revisit the terrible teens.

Nice volume suggests that the stock got sold off and buying came in. Hopefully this is the area where we can create a strong platform. This could be the capitulation day.

Only the rear view mirror will tell us for sure.

If all managements were this proactive we would be joining Richard Branson on Necker. Multi year play we are in very very early. Huge TAM and when EV really kicks off this one is gonna go aerial.

Hopefully this will be the last sellers splurge and the stock can create a platform to build from like the company.

They have expanded the spread 6.27- 6.1p. That should hopefully create some capitulation. We need to give these guys some news to sell into and get them out.

You start to see why the T shirt is so important. The action is fast and furious but the camera and the exposure is on the shirt. The audience will be with that gamer for hours.

That is the analogue area that the companies can build the advertising around. Then the digital offering will flow from there.

As this sector grows and we see the size of the leagues which are international, it creates one hell of a platform for these leagues to build marketing campaigns around. A Premier league shirt is international these days but the bulk of the impact is on our shores. This is not so as the sector grows that shirt space and advertising rev gives you one hell of an impact. Huge value both sides of the coin.