Member Info for greyw

Are you saying there has been unscheduled insider buying before a trading update? That sounds highly illegal to me. Also I can't find that buy information. I only see a "Block listing Interim Review" but that is benign imo.

The large shareholders are just a bunch of funds: Baillie Gifford & Co, MFS International (UK) Ltd., FIL Investment Advisors (UK) Ltd....

Don't really mind.

I see the amazon deal as a call option, a nice to have. Even if it doesn't work out I can see the company growing topline by 8%-10% yoy.

Besides being a really solid business we have some nice tailwinds such the Amazon Series and Space Marine 2. I can see how this could be part of a nice flywheel effect.

There is no doubt that the quality of the business and managment is good. Really, it's all about trying to figure out how fast they can grow sales and how much you would want to pay for shares to still get a good return.

If you have some insight there that would be appreciated.

I'm reading what you are writing I just dont' have anything to contribute right now.

GAW is a great compounder with capable leadership. I don't like the high dividend as I'd rather see more reinvestment (just look at the ROIC%!), but I learned it is a british thing to somewhat high dividends.

Moat is there. Pricing power is there. Fans call it "plastic crack". Crazy margins. I've been to GAW shops in Zurich and Edinburgh. Packed all the time.

Fully vertically integrated business. Production is in Britain and yet they have these margins. Just awesome.

Stock is a bit pricy right now.

I personally know a bunch of people that are invested in this stock, besides me naturally. There is not much to do besides never selling your shares and occasionally buying.

There is definitely something wrong with this company. Randomly pumps by 50% and then drop down again on no news. A bunch of guys trying to silence any critics going as far as invading other BBs to talk down stocks for revenge. Dudes trying to dig for oil in Mongoli for over 10 years blowing through dozens of millions. Dishonest managment diluting shareholders despite annoucing the opposite.

Staying on the sidelines until I see a financial filing that shows revenue and profit.

Defending the two trolls trybuy and tenbag both of which admitted to come to this board just to mess with ADWs investment.

Maybe our dear court astrologer should first try to figure out what is going on.

Hey I'm happy for you that you are able to predict prices so accurately.

I assume you are already retired with millions in the bank.

Also picking out your success stories is just confirmation bias, one of the most dangerous enemies of the regular investor.

NoelShempsky do I understand correctly that you don't like the shape of the stock price chart that's why you see the price possibly dropping by 5p?

Sounds a bit like astrology to me, and that is just not something I really consider to be useful.

I think I'll just stick to the company's fundamentals.

TenBagTag no doubt StockMaiden is just here to warn people of ramping. He is doing a service.

Just how you are helping people out with $THX!

so tenbagtag, you not only have to defend your $matd operation since the 4am flamewar started, but also visit us here at $thx periodically and even started ****posting in $orpc, while trolling in $bank.

you seem really busy!

Tenbagtag the guy "warning" us all in good faith about a pump'n'dump on this stock is heavily invested in $MATD.

A stock that keeps on ramping. Coincidentally, it recently pumped in a coordinated fashion by over 50% just to drop down 15% yesterday and today. On no news at that!

A very curious thing.

I think people are smart enough to figure things like these out.

Mike Buck doens't really have a good track record so far with his time in Mongolia. Yet, a bunch of people are super bullish on this coinflip stock. Let's see if they manage to generate some real revenue this year.

Unprofitable companies are too risky for me, so I'm patiently waiting on the sidelines.

Last time I went through all the big gold mining names I wasn't impressed.

The problem is fundamentally that somehow managment of those companies are focused on building an empire of mines instead of shareholder returns. So they go through those cycles of crazy M&A during booms and divestments when the market falls, each time destroying capital.

You can look at the total shareholder return over 5y/10y of those companies. Usually, it's negative or flat. Terrible.

If such a company was trading at deep value multiples, sure it's worth a look. Paying more than 10 times earnings? No, thanks.

Investing has inherently a probabilistic outcome. Is that your attempt at being facetious?

I think we just have a fundamentally different way to invest. I only buy a stock once the underlying company turns profitable (at the earliest). This wasnt the case in 21 for thx.

For sure MATD might turn into a buy for me once they show they can generate a profit. Plenty of time to buy then. Pre-profit or even pre-revenue investments arent my cup of tea.

That's great and all that $MATD still exist but I wouldn't call holding shares for 5 years just to be under water a success. A passive investment in VT/FTSE all-world would have return ~70%.

Why do you guys keep talking about a placement? Is the working capital situation that dire already?

Mongolia seems to be a very difficult place to do business in. TenBagTag/trybuy recently made me aware of the corruption index (in my case it was about Nigeria) and it seems like this is also relevant for Mongolia.

Here is a link about that

https://www.ganintegrity.com/country-profiles/mongolia/

Mike Buck isn't native Mongolian so he might struggle in this environment but on the other hand he seems to have experience handling operations in other asian countries.

Thoughts?

The $hitposters ran out of ideas. It's always the same kind of posts with the same content. ChatGPT would do a better job than that.

If you check where the posters are active you see they all mostly come from $MATD. That forum has it's own collection of slightly unhinged posters and unfortunately we are now sitting in the crossfire of these brainlets duking it out. People over there are relentlessly bullish about the stock; any kind of criticism is taken as personal attack. If your investor base is that dumb, usually it's a sign of dealing with a $hitco. My 2 cents anyway.

Who doesn't like discounts on shares with an intrinsic value of around 3x higher? Some TA astrologers may weep, but there is a very good chance investors are going to eat well. Cherish the sales!

Terrible day for $MATD huh? Can see it from the increased levels of trollposting in $THX.