Member Info for Goodhand

Century Cobalt is Alex Stanbury’s company and where he holds his TM1 shares. Why would you say there could be a big sell of shares from this company at such a pivotal time and when the show’s about to really get going…

If you've listened to the Sunday Roast podcasts for TM1, you'll hear the guys from the podcast (one of whom is invested in TM1 if not both of them) visited Tipton if I remember right and had a tour round the facility and got to have a poke around the Halo boxes, and they came away happy if that is of any consolation..

I would think that given that their recycling unit holds their IP, they probably are not going to post videos which will give a head's up to competitors - especially while waiting for the licence to let them do their thing.

https://twitter.com/sportschris/status/1477118222675570688?s=21

https://frontofficesports.com/sports-betting-companies-spending-billions-on-u-s-market/

I wouldn’t wait for an RNS to say that Leap is for sale or entering discussions of that nature, there doesn’t need to be one. Look at what happened to Emmac… waiting for that to IPO and then out of the blue, an after hours stream of news flashes about the sale. Granted in that instance it wasn’t what everyone was hoping, I’m just pointing out that there is the possibility of the same thing happening with Leap.

I haven't posted here for a long time as try not to get bogged down in day to day sentiment of this share, but I too have had the concern of Leap being given away at mates rates a la Moon Active, however when this niggle comes into my head I remind myself that IMG are a major shareholder and Freddie Longe is on the board of Leap. I really can't see IMG being happy about 44% of the company going to any old Tom, Dick or Harry for less than fair market value. With Freddie being party to any talks of this nature, surely they would come straight in with a counter offer to make sure that nearly half of the company which they obviously have a vested interest, couldn't be sold to anyone who is not aligned with IMG's vision or who could sell to a competitor. For that reason, I really can't see Leap falling into the mates rates disposal category...

SI Capital making a site visit to Ewoyaa or Zaranou early in Feb, according to twitter, although I think the person got mixed up with the projects, stating 47km strike length at Ewoyaa......

Oh I dunno....maybe an association of mortgage bankers? At one of their conferences or something?

I think a lot of people forget that the whole premise of FFWD is to give the average guy on the street exposure to seed investments that you would have no chance of getting anywhere near to.
The BOD invest their own money into the opportunities they see the most return from and then buy in with FFWd funds for exposure for shareholders. Of course on the surface it may seem incestuous with our investments going into companies that they already hold, but that is the whole point.
Mellon, Abony et al don’t spend their days worrying about the share price because they don’t have to, they know it will come good, and while it’s a tough pill to swallow seeing the SP being manipulated the way it is, people just need to have that rare quality, patience, to see this through to the big gains.

Everyone knows that you're the seller, so give it a rest.....

So it seems Neils Klomp has alluded to the same on Discord which gives a lot of weight to this turn of events. I wasn’t trying to dismiss anyone’s research, apologies if it came across that way, I just like to ensure that stuff put out there is watertight to avoid the FUD that could surface on the back of inconsistent claims.
Great research here guys, I doff my cap to you. And please don’t think that I’m anything but bullish on this portfolio and Factom in particular.

... continuing to deliver good news regarding their clinical trials:

"While very early, our investigators reported to us that our first treated TNBC (Triple-Negative Breast Cancer) cancer patient’s tumors are shrinking using our drug alone even with intratumoral injection."

Breast cancer wasn't even included in Saturday's presentation results....looking forward to November's presentation!

Nice try, but nope! NAV in FFWD is a firm valuation based on the value of the assets at time of investment or based onsubsequent funding rounds, so ironically, based on your comparison, has a firmer valuation than oil and gas.

Current reported NAV of FFWD is 10.18p as per Annual results 31st March 2018, per RNS.

Since those results, there have been further investments and further progress within the portfolio, so there is a speculative premium on top. This speculative premium is driven by sentiment, which is low right now, but doesn't take much to swing it with any number of potential catalysts in the near future.

Holding was reduced from 37 to 34.7% when IMG bought in, then we increased our stake after that in July so currently we own 44.9%. Bigger holdings in their best companies! :)

Barwickman, google ‘Aim index’ and look at the one month chart. That’s the bear market that is being referenced...

Granted that was rough figures based on the assumption we would take up the options. 7 grand a share doesn't sound as appealing. Think I'll sell and put it all in PREM..... :D

Oh, and don’t forget inflation from 2006.....

We worked this out before based on an article from 2006 (google ‘cure for cancer worth’) that estimates it to be around $50 trillion.

Based on a conservative 8% holding, that would give a value of £29,453 per FFWD share, not including the rest of the portfolio.

I’m going to sell at around £27,000 per share though as it will be getting a bit toppy around that point. I’ll still be a multi-billionaire from that though, so that will be ok.😁

The thing that really excites me about Intensity is that they’re not just targeting one type of cancer but a whole range. Imagine how much a drug would be worth if it cured one type of cancer, this could be worth many multiples of that!