Member Info for Early_Bird

James quote "if we achieve our target I see us valued 20x where we are now... and some!" this when the SP was 30p....

Listen here:
https://bit.ly/2ETEWq7

I think we have a few legs yet Shaun ;)

safe to say sub 30p shares are a thing of the past here!

Todays RNS is huge here as it validates what James has been saying, he is the real deal and confidence will be restored 10 fold here. This is a partnership with a Global Giant, and the first of many

Time to Snowball

Check this out

https://www.similartech.com/compare/appnexus-vs-tradedesk

What a stunning RNS after hours, all the more sweeter knowing all the lemmings that bailed at monthly lows today, lambs to the slaughter and I have 0 sympathy.

First contract in top 10 worldwide programmatic DSP

"more traffic each day than Visa, Nasdaq and the NYSE combined and that it sees more than 108 billion available advertising impressions across global markets every day."

First step towards global domination and what perfect timing from James.

yet SP down... value disconnect just getting wider

- £23m MCap @ current SP 8p

- No Debt, strong balance sheet

- IPO 12months ago raising £25m at 16p per share

- Mines Bitcoin at cost of $2000/Bitcoin (World Average global cost of miners is $5000/BTC making ARB one of, if not THE lowest cost in the world)

- Robust down to Bitcoin prices of just $3000 where most miners would go bust ARB would still be profitable.

- Current Bitcoin price $11500 meaning profit per Bitcoin=$9500 (huge 80% margin)

- Currently mining 165 Bitcoin/Month=$1.6m profit/month

- 290% growth to occur by year end

- By year end will be mining 500 Bitcoin/Month=$4.8m profit/month

- EBITDA by YE over £35m/yr going forward (at current BTC price)

- Will be trading on a forward PE of just 0.65 at current Bitcoin Price

- Main market listed, London’s only bitcoin miner, one of the lowest cost miners in the world.

- Recent director buys, now owning 14% of the company

- Low free float (less than 40%)

- Strong Institutional support now II’s are looking for Blockchain exposure

- Huge cashflow generation and Director alignment leaves door open for Dividends or share buyback

- Great hedge to have in the PF given currency wars ramping up, easy exposure to Crypto.

back over 30p soon looks like

absolutely. Huge margin ARB are operating on, crazy cash generation.

This would still look cheap 100% higher so to me its just a case of seller drying up and awareness spreading

?£23m Cap

?No Debt / Strong Cash

?Current £13m EBITDA pa

?290% grow by YE taking to £45m EBITDA pa

?Directors own 14% with recent Director Buys

?Big Fund Interest that want exposure to #BTC

?Great hedge to have in PF with currency wars ramping up

Has to close here to 4.2-4.8p zone due to Nickel price move

https://twitter.com/power_thompson/status/1159585525252206593?s=20

James's point on Bidstack having neutrality in the market also underlines for me we have the right man at the helm here calling the shots.

James fills me with a lot of confidence every time I listen to him. Chooses words carefully, it’s obvious big things are being worked behind the scenes. Just a matter of being patient here and waiting for the story to unfold, once it does unfold we will be in for a very exciting ride from here as shareholders. We know Q3 there will be some big news landing... Q3 is rapidly ticking by.

Ultimately here I see this company being taken out by a major player and within 12 months. Making big money on AIM for me has always been about exercising conviction and patience.

Anzu is no threat here whatsoever, I see them 6-12months behind and in this space as a first mover that's a huge head start Bidstack have.

I think once the overhang has cleared as a first marker, even at 20p this would be trading on a forward PE of 2!

Im loading the weakness, plenty more to add.

expect significant news in Q3. (clue: some announcement dependent on partners)

:)

https://bit.ly/2OJxcyo

havent listened yet.. just been released

looking forward to todays podcast

This SP is lunacy given Nickel environment.. expect to see this many multiples higher in the coming months.

Hold them tight :)

100% owned Vermelho has had $200m+ spent on it by Vale in the past as well..

MCap here less than £30m if you take off cash, total lunacy

this will get fun when we're back over 4p.. adding more here today. Hopefully another 1m ish. Come on sellers where are you now.. lemmings

No we don't need any news here actually.. we just need the seller taken out which should happen soon given Nickel price!

News is coming though which will add to the momentum, Araguaia and how that will be financed the key to unlocking huge returns and I think that could come before most expect given favourable Nickel market.

Vermelho the icing on the cake at this stage, and thats due imminently