RE: Tom Winnifrith out6 Jan 2026 08:05
Big difference for me between holding here and buying in.
I'm holding now more out of habit than anything else having been in here for nigh on 10 years myself. I'm fortunate that other investments have done well over that time and this is now something I can just hold in the evermore ridiculous hope that ONE DAY SWEET MAY COME GOOD.
As for reasons to buy in, they are solely based on SOH's view of the future revenue from deals signed. And speaking personally, if I was to continue to trust a word he says about future deals given his past record, I'd be the living embodiment of that quote about insanity being someone who does the same thing expecting different results.
In short, given we still make a loss after all these years, our assets are rapidly disappearing, and all we have are the hopes that have repeatedly been dashed for 10 years, there's little reason other than an outrageous punt to buy in here.