Member Info for Globex

Firmly believe we are going to see a spectacular re-rate here at some point. Can't say when, but feels like just a matter of time.

I love a good distress/turnaround situation but honestly this looks ultimately terminal. From an investment point of view, agencies like this have become firm bargepole territory. Applies doubly so in the case of anything originally cobbled together by Sorrell.

No skin here but this is one of those companies I've followed for a little while now and of course am kicking myself for not buying in after nearly bagging since since spring. Anyway well done holders, right sector at exactly right time and still a very small player so I imagine plenty of room still to grow.

True unhooked, there is a sense he saw the writing on the wall and won't face consequences either way. But from what I've come across Read was relatively highly regarded in industry, and to be fair did move pretty quickly on AI. But he had a mammoth of a job tidying up after Sorrell left various unexploded bombs and bolt-ons not working together, and none of them actually useful for where industry going. Very tough gig this for whoever follows Read here.

Difference is Publicis pivoted away from just being an old school ad agency with acquisitions like Epsilon. Consequently they have deep data insight into US consumer such as spending patterns, demographics and are extremely good at targeting as a consequence. Weakest will always get killed off first in any scenario.

Growing sense the business is essentially dying, very slowly. Share price already lower than it was in 1999. The real challenge for new CEO will be this isn't just WPP specific, but a symptom of a whole sector's structural decline.

Good point, makes you think. Hama a demonstration how much market loves gold and btc when given opportunity to buy in volume, even in the case of Hama as just an explorer with no income to speak of. Bluebird in an even stronger position as first mover in gold+btc, plus that premium funding. Also operationally, by generating revenue we have the ability to convert the gold income into btc which an explorer can't do. In many ways it's a perfect investment story for these times, in my view.

Sadly this name has been pumped quite a bit on different tickers. Those rampers actually not helpful to genuine holders of it, rightly or wrongly people can't help but assume on basis of it appearing everywhere it may well be the next pump and dump.

Perhaps price action is a result legacy holders of a more old school persuasion less interested in the btc side so divesting, those guys ultimately making way for the btc investors. We just happen to be in that interim period before the prospectus is published which will enable the larger btc investors to really kick things off with that £10m+ cash injection at a premium.

"No further expenditure" and a cut of profits in "perpetuity" - that is magic. To have zero capex requirements must be a thing for any miner, let alone a gold one in a safe jurisdiction a this at this micro market cap.

Best part for me is that cashflow then converting into btc, enabling exposure to both gold and btc upside.

Https://www.investorschronicle.co.uk/content/db5f78c8-4299-4ee6-8199-eb6fe5168c2e

Should generate even more interest here

Mikey I know you are on a wind up but the order goes prospectus/GM for new authority, then they are raising at at PREMIUM in order to facilitate the btc treasury. It's all been clearly signalled in the RNS.

More to the point last week you posted this: "I like the prospect, havent been this excited in a share since EUA pre war and GGP before that, this genuinely has multibillion mcap potential - happy to wait out the next few years to see if we reach it"

I agreed with you then.

But now sadly you're sullying the board by cross ramping low grade names. Have some self respect man.

It is a bit suspect the funding chatter, when they've literally just had a cash injection. Anyway a prime asset like will have no shortage of cash rich players looking into a JV.

Didn't Wishbone raise a big discount? Whereas here recent funding pretty much market price including with directors with skin in game at 0.7p and warrants much higher.

To me this stock bears no comparison to the average day trade special that gets rinsed on here. The newsflow and coverage it's received speaks for itself, we are talking about a different league here. In my view this is precisely the sort of company you want to simply hold and allow the magic to unfold, as I have total confidence it will.

Outstanding update. These guys keep on delivering.

Https://www.investing.com/rates-bonds/uk-government-bonds

Note that £2m at 2p just for starters.

After the prospectus is released we are targeting £10m+.

Per RNS, following "unprecedented multiple offers from various sources of equity capital at a premium to the stock price".

About time the market respected this diamond with a proper valuation

New TR1, Simon Bragg interestingly continues to add here. Latest buy at 190p. GLA