Member Info for dominicusbenacus

the shellbay agreement is indeed very fishy and lacks transparenty in terms of what actually was delivered and for what service they charge. while it is written down in the contract, the actual value that is created stays a secret to the shareholders. the very fact that jim mellon is director or owner or both of either company such as agronomics, shellbay, and galloway comes on top of the huge amount of money transfered for 2023. not sure how to justify ~3 million pound while the average founding sounds rarely are above 1 million in the past months.

also, did anyone calculate whether the "high watermark threshold" as a reference level was correctly applied?

3 million while having barely more than 20 million in cash is actually really generous considering that this would be better invested in the existing company or share buy backs which actually have been announced and still not taken place yet - integrity where are you?

not feeling good about the accumulation of weird underdelivering companies, ****ty sp, taking net profits as a reason to celebrate themselves while shareholders see nothing, and the shellbay agreement.

what rights do have as shareholders with the shares we hold currently?

That is very true. They are saying it since a while and of cause they know all the things "oogleflugal" just mentioned.

One thing I guess delays the buyback are regulatory procedures that forbid buying shares as an insider as long as you are working on new deals etc. and in order to avoid insider trading the officials have set specific time frames before and after a deal is closed or announced. No sure but this would make sense to me as an answer to the question why Agronomics didn't start buying back shares yet.

What is interesting to me is that ANIC doesn't move on any news regarding interest rates. It appears to have a very low market beta. While many small cap stocks surge on days that indicate that the FED will lower interest rates, ANIC doesn't react to it at all.

Somehow it makes me also a bit nervous because it seems the market, even when facing a possible lower interest rate environment, still doesn't give a sh...t about ANIC :-).

What are your thoughts?

What's going on?

First a half ass Buy back Program that doesnt mover the needle

And now

Offering new Warrants!

What does all of that mean?

@Skier the world doesn't work linearly

It's not only there software but the battery research technology. For the ADAS and Auto Pilot Software. Google, Robert Bosch, and Daimler are on that level, too. In fact Daimler is the first company that released a real Level3 Function in Europe while Tesla was banned to call their Software Pilot.

that is all well known und public information. it doesn't tell any substantial fact that would devalue jim mellons performance as a investor neither does it provide an actual example that shows that past investment vehicles managed by jim mellon turned out to be ****.

in fact your examples back up the opposite. your examples show that jim mellons know how to make money in chaotic times or how to seize on opportunity just in time.

can you bring up anything specific?