Member Info for doggo

..part of the parent company Inveniam Capital Partners.

https://twitter.com/greenhamneggs/status/1415382103143948295?s=21

#SEEDINN

We will hopefully get equity rather than cash.
Factom has made a greater recovery than Lazarus

Don’t be stupid O’Donnell..

I’m guessing you didn’t expect Factom news after hours. I told you what the trading pattern was on Sunday. LTH buying the sweet spot for weeks 8p awaiting the news.

Will only alter if one or more of the parties gets sloppy.
Distressed releases too many into the market that can’t absorb them and price drops, causing TA panic price drops further. Or LTH & TA buy too quickly causing a price rise (unjustified spike) which we don’t want unless major news drops where we then get what we all want a justified sustained rise that all the early/mid herd can buy/sell into at profit.

zzz

Fundamental analysis for long term investments, TA for short term trades and market timing.

All that’s happening currently with the low volumes is distressed seller(s) selling at ~8p, LTH quietly adding easy money (below raise price) alongside short term TA traders, price rises the TA guys taking their 5%, distressed continue happy to take their 8p and the process repeating means LTH & TA guys can continue adding at around 8p.

Mutually beneficial for all parties and will continue until the news cycle begins.

Lol

How many people do Leap employ just on their slots?
20+ employees

Leap needs to be looked at closely by any investor.
There has been a long term debate going on everywhere re Leap profitability.

For a company on the trajectory Leap have taken over the last few years we need to have equal focus on growth. Profits & growth are joined when it comes to success in business. Profit obviously key to basic financial survival.
But growth is key to profit and therefore long-term success of the business.

Growth,no one can deny has exploded for Leap. It’s been well over a year since FFWD provided their last financial help (via CLN)look at the expansion since then. The fact they haven’t had to raise whilst expanding employee numbers greatly, developing games at an increased rate suggests they are in a particularly good place right now

What I would like to happen...

Following a strategic portfolio review, the Board of FastForward innovations Limited has concluded that their non- Cannabis Portfolio is materially undervalued in FFWD’s current structure and requires a distinct, separate focus to release its true value.
 
The Board therefore announces its intention to progress a demerger of the non-cannabis assets in a new entity structured to permit quotation on a recognised stock exchange, subject to regulatory and shareholder approvals, as required.

Each FFWD shareholder to receive one share in newco per share in FFWD.

Resolution 4 provides authority for the Company to issue new shares representing 100 per cent. of the Company's issued ordinary shares as at today's date, while Resolution 5 (a special resolution) provides that equity securities issued in accordance with Resolution 4 may be issued free from the rights of pre-emption contained within the New M&As (if adopted)

EDR the 2nd largest holders of Leap are a $7billion company and their casino & slots PF is entirely made up of Leap products. The Leap virtuals are fully integrated within their IMGArena Event centre, they will create a licensed virtual for all their sports.

Leap have more casino & slot games than virtual sports.

888 yearly chart is incredible for a £1billion+ company. Entain chart is even more impressive moving from £3billion to £10billion MCAP.

Both long term partners of Leap.

What point are you making?

KNB CBX were obvious flips. Making decent short term trades.
All the major investments have a few things in common - vertical integration, ability to scale, global ambitions etc

A lot of the recent cannabis listings are destined for ultimate failure (and will remain lifestyle rather than life-changing long term investments) due to not having any of the above.

LGP Yooma Eurox Nothern Leaf SW Brands all have common themes running through them.

It’s one of the last posts I’ll be doing once the name change happens I’m stepping back.

So why have FFWD invested?

Because in May they became the first company to provide domestically-produced THC oils into the German market. Up to now the market has been dependant on Canadian produced products.
Quote Eurox MD

“We will be the first medical cannabis company in Germany to be able to say our oils are ‘Made in Germany’ and we believe they will be a real winner in the German domestic market,”

Also they have been awarded German license to produce Dronabinol. German market for Dronabinol was worth around €40 million last year.
Their 10,000 sq ft facility has been awarded
Full GMP status so they can now press ahead to full capacity of 50 tonnes. A huge amount..

The company is now primed for lift off

Quote Eurox MD
“All our licences are in place; import, export, distribution, sales and now we have the licence to manufacture Dronabinol – what we now need is the product.”

“It is currently progressing through its three-month period in the stability chambers and, once cleared, we will be able to sell into the market come early May.”

Currently in talks with brand partners (hello SW Brands)
Quote
“Together with a brand partner in Germany, our aim is to lock-out competition. If you’re a believer in the ‘Made in Germany’ story then , effectively that will be us – we will be the sole supplier. “

They have big plans...

Quote

“And, once we have the German market locked down then we may well look to other European countries such as France and the UK.”

The Eurox MD is very confident they will have huge advantage over Aphria & Aurora because

Quote

the ultimate, seed-to-sale, ‘Made in Germany’ supply chain benchmark may be hard to achieve because of the stringent rules around crop production which make it hard to produce at reasonable cost and without pesticides.”

Also now in place are supply agreements with partners in Canada and an organic producer in Spain.

currently working with the University of Frankfurt on the efficacy of cannabis medicines for a range of conditions eg opioid addiction.

Also have a partnership with leading British pharmaceutical company IPS to operate the Integro Medical Clinics in the UK. Opened in Harley Street. Can provide a range of over 50 different cannabis treatments to private patients.

Also currently developing a CBD wellness brand for the European nutraceutical market and looking to secure authorisation through the Novel Food pathway.

Here is the kicker and one I haven’t thought about but is very significant to our European investments

“As the market matures and develops the European Union may well become protective of the revenues it can generate and the jobs it can create,”

This is a very serious company and thanks to Alfredo we are now invested.

Obviously as Longlad points out Yooma buying 3 companies this month (TBA) dual listing on AQSE, SW Brands main market listing upcoming etc etc can have no positive effect on the SP.

My message 11th May

I’ve heard whispers the German cannabis market has several near term opportunities if we only had someone connected who knew that market.
Someone on telegram suggested “one worry I do have is ..if Ed is heavily involved with Curaleaf will he have time to focus on FFWD, Maybe this was the reason he brought in Alfredo to do the donkey work”

The donkey has quite the CV.

Of Eurox is incredible 50 tonnes of product, Eurox Pharma is set to become the first cannabis company to produce THC-based products for the domestic German market, including the medical cannabis product Dronabinol.

Curious to know who is actually holding whilst reading that RNS

Barwick behave yourself, you got named along with OD as one of the reasons Matador gave for leaving this BB.
I post what I find, there is a filter button if you don’t want to read it. The majority want to read what is posted, as it is generally new PF information that they haven’t read previously. That is how a BB is meant to be used -shared information. Any sentiment based posters such as The Barwick & The OD are best ignored.

We both know that you are not going to filter me...

Nice updates there. Very nice updates..