Member Info for GLR1990

Absolutely, that will be the plan moving forward - instead of bucket shop CLNS they will be given access to financial insti's approved by the EU who have been instructed to invest in these projects, its a complete game changer. If they IPO'd today with this backing they would be double or treble the current price, will take a while for the market to grasp but like GROC went from 1p to 3p id expect TUN to move into double figures in the coming days. It's not a speculative ramp either, they literally have the EU approval saying they have a strategic project that is vital for the EU national security. Very big deal.

Yep, if company has issues with CLNS/Debt then this is an absolute life saver, they will have contacts and representatives now to provide favourable financing, by saying their project has designated EU strategic status the days of awful CLNS and bad debt are over. Wasn't aware that was their past as per MA's post but if so this makes the investment case even more compelling.

Yes big news for MKA as we now have both the Pulawy plant and the Songwe RE project listed as strategic status, two out of the 60 projects, not bad!

But agree for companies like GROC and TUN who's financial health relies on their primary projects this * should * in theory mean they are guaranteed to be funded (otherwise why conduct several months of due diligence to approve them in the first place) so a massive endorsement and a huge relief for investors

Just bought some myself esduk, good to see you here!

The EU has done all the DD needed so small position for me today, will increase post research.

Should be a couple RNS this week

More purchases of BTC

TR1 who took the placing

COIN and SWC down whereas CLAI is flying

If 10% of COINS value / investors move here, and why wouldn't they (CLAI has about the same crypto holding when you add in SOL which they can sell and buy more bitcoin) that would add £3m to our market cap, doubling our SP!

If 10% of SWC moves here, that's almost £20m! This would 5-6 bag just on investors moving ship from one company to another

Not advice and not an indiciation to move stocks, just showing how much money is out there investing in these companies and if the wind blows the right way CLAI could see itself absolutely skyrocket from here.

SWC £200m

COIN £50m

CLAI £3.5m!!!

Oh nice so they have £630K of crypto assets already

In that case then they have over £1m in crypto assets, they could use the SOL stake to increase BTC

They actually hold just as much crypto as COIN and thats £35m!

Should do more than a bag, but please do not invest more than you can afford to lose / gamble

COIN is trading at £35m market cap and has £1.25m cash / Bitcoin

We are £2m cap with £500K initial investment for BTC

£35m cap would be 3.9p per share (16x from here)

And we would only have £750K less bitcoin

As you say

- main market listing, opens up to more II investment

- first mover advantage (after SWC and COIN)

- only company with BTC exposure on the main market vs Aquis which cannot be traded on all platforms

What other companies have that CLAI dont

- huge players in the game

- experience

But they can buy that, at £2m cap II's will be all over this IMHO

As above do your own research, please do not invest more than you can afford to lose, but hope everyone makes some good money here

Yes main market is a huge plus

Some other co's are on the OTCQB but I check the volume and its very little, 10 trades maximum so all the US investors are buying on the UK exchanges

Being on LSE vs Aquis et al will be huge for CLAI

CLAI £2m cap

COIN £35m cap

SWC £200m cap

CLAI with the £500K raise have a similar balance sheet to coin and thats 17x the price

£1.6m cap, by far the lowest of all the BTC treasuries

All the other companies will need to raise massive amounts of capital to get a healthy BTC to MCAP ratio

So this offers the best BTC to MCAP ratio at the moment

Not advice of course!

Good points NTD and I agree 100%

Dont think BTC has much to do with it at the moment, AND YES I KNOW THAT SOUNDS CRAZY but hear me out

BTC isnt going to double in the coming weeks, but the share price here will - so the SP uplift wont be related to BTC in the NT

What it will be related to is aligning the structure to make it very easy to invest here and get BTC exposure but via a listed, tax free play (ISA)

That's the key, plus the CONFIDENCE to invest here knowing its a pure play BTC treasury with no strings attached, hence why as you say all the other 'stuff' they have going on, no offense but 99% of the market doesnt care about that, they want a pure BTC UK listed treasury so they can offload funds into it, have BTC exposure that is safer than holding your own wallet, allows them to still say they invest in UK stocks and finally ring fence some profits outside of tax bands, make all that clear and simple to do and the herd will come.

And yes agree they need more 'front men and women' to be the face of the treasury and spread the word, because in this industry its basically the hype accounts which provide all the liquidity not the businessmen with experience.

It's there folks, we just need to clear the 3p placees

Was £1.5m so that's a lot of money to go through, yes many will have already forward sold

Some will be selling to move over to SWC which is on a rip, but if we can prove out our case here by getting some heavy hitters on board and perhaps a cornerstone investor, then money will move from SWC to COIN because the market cap here is much smaller now offering a similar path to big returns.

Would have expected both to do really well, but coin struggling to generate the same interest as SWC

SWC now up 30% on the day and hitting new all time highs, total return 1600% vs COIN 33%

Still holding, hopefully we will be rewarded but need to generate more interest

Excellent volume, WRAP allocation day today so suspect some forward sells, plus as pointed out to me a quiet day overall

clear the next couple days and will be off to the races before end of week

GLA

Next steps will be to onboard the bitcoin, prove out the AI and hopefully in the coming weeks attract a major investment from an II, something like £5-10m so we can really build out the treasury, put us right on the map.

US market opens at 2.30pm UK time

Might take the weekend for the word to spread

as my first post I can lose my entire investment and I wont care, its not a huge amount, but if it plays out how I suspect it might then ill make a decent return (very decent)

Lets see GLA and again please DYOR

In the example it should say *8p share price 20m cap.

Interesting one this, I kinda get the appeal (plus the tax savings)

At the moment yes, the discount to market cap is huge, but as you raise more and more bitcoin (and bitcoin grows in price) the company becomes a large cap in due course.

For example:

4p share price £10m cap £2m bitcoin

8p share price £10m cap, £2m bitcoin, raise £10m = £30m cap £12m bitcoin (Bitcoin NAV now ~35% vs 20%)

12p share price would now be £45m (post dilution) raise another £20m bitcoin, market cap £65m but you've got £32m bitcoin (~50% NAV)

Bitcoin trebles in price over next year or two**

Bitcoin holding now closer to £100m but you've only raised £34m , company likely trades at 24-30p as now a major growth stock and tax free if in ISA for holders who want BTC

This is absolutely not advice but I can see the appeal in these type plays, at first the discount to NAV seems steep but as bitcoin grows and the treasury grows it can suddenly become a very attractive investment.

I've taken a punt but please do your own research and do not invest anything you cannot afford to lose.

GLA