Member Info for dssloan

Crypto specialist Raoul Paul mentions KR1, with Coinbase and Solana, in this video on Crypto.

Specifically from 7:13 - 8:50 - he thinks these will do very well in the lead-up to the BTC halving and for 2024.

https://www.youtube.com/watch?v=84nt_xSrtfY

Quiet and civil on here. KR1 is probably the nearest thing we have to a crypto ETF or OEIC in terms of its
broad portfolio of crypto stocks. Their investment team do the in-depth research and the rest of us benefit....
maybe not eh fireworks or volatility of Bitcoin miners, but this will see a very substantial re-rate during this accumulation year before the BTC halving in 2024.

Though these don't always proceed in sync, KROEF stateside increased 120% at close....should presage some positive movement here later on today.

Good grief. QBT in the last few days has gone from being just ca. 3.8% of my overall portfolio to nearly 7.2%.
Long over due.
GLA

PREM a 'global company' in 6-7 years time?

I don't see that at all. Any ex-Bacanora holders here will remember only too well how their Chinese 'partner' Ganfeng bought them out at ca. 65p when the price had been £1.30 at the time. Granted, the price rocketed from 10p to 66p, but that was after the Covid price collapse.

I don't have the wherewithal to hazard a proper guess, but it we get an offer at 4-6 times the current price, that would be it. We will be swallowed up within 1-3 years. I will be putting part of an upcoming inheritance in here, but only at a max of £8k on top of my present £6.5k on the premise of a 4-6 bagger. James Goozee speculates about a company worth a billion - I don't buy it. Maybe I'm a little too cynical after the Bacanora/Ganfeng debacle, but I don't see Suzhou acting diametrically differently to Ganfeng.

Alas Steward1, I fear PREM will be sold too early.
Anyone who is a former Bacanora Minerals shareholder will be acutely aware of how
their Chinese 'partner' bought them out prematurely.

Very comprehensive, though a few holders would be downcast at a simple 3-bagger from here.
James Goozee is talking about billions, but on very different scenarios.

As for the Chinese being bad business partners, as an ex-holder of Bacanora Minerals and their entanglement with Ganfeng, I can testify to that.

And breathe.....

and today it's probably safe to switch back to caffeinated coffee after yesterday's gyrations.

Exactly.
There's one dumb poster on advfn...PWhite73...who's been around for over a decade.
He's deramping QBT.
Sad spectacle, but a positive harbiner for QBT.

Seems to be working now.

Posted a summary of Friday's update.

Good job on getting it on to Stocktwits. Now there needs to be reference to it and links posted on other pages such as Hut, Bitfarms, Hive, DMG etc.

Well if Mr Samaroo is following you, that would seem a good signal for me to do likewise.

I haven't found it edifying to scour through the daily messages on here....and certainly not on the bearpit that Clem Chambers shamelessly does nothing about on ADVFN. I'm sure if anything noteworthy crops up, it'll appear on your Twitter feed. I (and others) can short-circuit other less informative and more stressful bulletin boards.

dsflat

Exactly.
I had a punt holding up till a fortnight ago. Topsliced some DGHI and DMG. The 18% movement in one day last week triggered me to top-slice dramatically from a lagging Argo into here. Blonity has gone bigger into Argo recently, thinking it will catch up. I loathe jumping horses as the timing is never right, but in this case riding the QBT horse seems too luring a prospect. Quite heavily in here now. Today's near 40% hike, in addition to preceding ones, means my overall portfolio has gone up 8% in one day when everything else is slipping slightly.
I missed the Argo rise (got in at 90p in Jan). I hope we're at the start of something fairly big. Maybe not life-changing, but certainly life-enhancing.

Another small, but interesting factor.

Blonity has a Youtube channel where he analyses crypto miners. It has a fairly decent following in the thousands.
However, he also has a Patreon channel. He disclosed to me in a tweet that he informed his Patreon followers that he has a small 'bag' in QBT. Once he reveals the same on Youtube, there will be more interest as many subscribers seek to imitate or replicate his holdings.

Another small step in recognition among discerning investors.

Latest crypto miner analysis here:

https://www.youtube.com/watch?v=9nd_rXxiFGY

Good post Lifesagame.

I read Saylor's tweet about miners 'hodling'. Makes it even more frustrating that ARB's Peter Wall sold some BTC to, as he put it in a video, 'rebalance the portfolio' - weasely and opaque language. The opacity over the Texas land acquisition still gives me a few qualms.

I've held on to my Hive, DMGI, DFGI and KR1. QBT is a punt. I've sold 30% of my ARB to have a punt on Solana via Kraken. Somewhat disillusioned by 'Mr Transparent' CEO.

Not sure about TheeDuke's $1bn by the end of the year, but very probable in 2022 and much more beyond.
This has all the markings of a crypto-/defi- focused behemoth in the making.

This share should be the cornerstone of anyone's portfolio. Usefully, it can be in an ISA so gives awesome, comprehensive exposure to a whole array of companies focused in this area. I might be shaving of the odd 5-10% of my holdings in Hive, ARB, DGHI, DGHI and QBT, but this one I'm leaving to grow organically.

DJB67, you wrote this am:
“I am a little nervous about the use of Phd students and university professors. At times it feels a bit amateurish”
__________________________________________________________________________________________________

It didn't work out too badly when Oxford University's Dr Sarah Gilbert team (prob. plus a few PhD candidates) cobbled together the Astra Zeneca Covid vaccine.

Not so amateurish.

Mr Goozee currently at 5.5% or so. Given his stated aim of attaining 10%, the next few weeks will be interesting.
More power to his elbow.

Our 10% wannabe holder Mr Goozee has posted on Twitter about the Chinese company CATL raising $9 billion for lithium battery projects.

Wishful thinking to hope they might engage with Zulu.

I'd prefer a non-Chinese company / joint venture partner, partly due to Ganfeng trying to buy out Bacanora cheaply, but also for geo-political and world economic reasons.

I'm relieved I found some diversification from ARB into HIVE, DGHI, DMGI and KR1 (and a punt in QBT).
DGHI and DMGI in particular have been storming along (KR1 is more of an EFT-like OEIC-like fund, but a future behemoth).

I fell into the stupid trap of chasing one share then another. Now, all split into 6 (more or less equally, except QBT), I can coast along without worrying about slip-ups in one share, such as PW being less than fully detailed and transparent about Texas land holdings.

https://bitcoinmagazine.com/business/the-imminent-synergy-between-the-insurance-industry-and-bitcoin

A seminal and exciting moment - gigantic implications for the medium and long term and maybe even a boost in the short-term (for those investors prescient and perceptive enough to understand the significance).

All good for crypto miners in the long run....if QBT can carve out its ambitious path.

Keep the faith.