Member Info for grouchomarx

Hahaha! Don't you know by now that the warrantholders can't wait to sell their 0.1p shares?
I'm very long LSAI but I'm not going to help those cheap SOB's out.
Sometimes I do believe being stupid is a requirement for being a professional investor.
Don't these guys know that if they would losen up a little, give the share price some room to breath they'd be better of than putting a share price under continuous pressure?
Guess they don't...

I can smell the coffee...

Too bad the guys that got the discounted shares and the warrants with the 0.1p exercise price are killing the share price.
Maybe for future financing they'd better turn to real investors.

@aerial We'll do just fine. Like I've stated before I will add to my position but am patiently waiting for any sign that selling pressure is a thing of the past. Not yet. Maybe july when all 0.1p warrants should be exercised.

Ken- that mobile devices have been in close contact to each other is insufficient to fight the Coronapandemic. Contact between mobiles of app users could have taken place in Thailand, somewhere on the North Pole, in Russia, you name it. If you know people have contacted but you don't know where, what good would that do trying to contain the virus?

The app provides insufficient information, it's almost worthless. The better app would be the one with location verification and then we're talking Location Sciences.

Hi Dimi, appreciate your response, thank you!

You’re right of course, CCJ buying YCA shares would not give them direct access to physical uranium. But it would make “sure” they would be indirectly buying uranium at a discount.
I’m pretty sure if CCJ was to make an offer for YCA the discount would be vanished immediately.

I really hope those rumors about CCJ being able to lend uranium from YCA are incorrect.
It’s common knowledge that CCJ has to buy at spot to fulfill their obligations to energy companies.
This should drive uranium prices up (strongly).
If they could just simply lend their shortage from YCA and would be given the opportunity to deliver it back when their mines are up and running then I don’t know what the purpose of this uranium investment fund is.

If they don’t know what’s playing in the market and making it easy for CCJ to fulfill their obligations then we might as well be run by a 5 year old.

Thank you for all your valuable postings. Added today because of the huge disconnect between NAV and the share price, like some of you calculated. Thank you for that!

What I don’t get is that the uranium is stored at Cameco. This year Cameco must buy at the spot market. Why does Cameco not buy YCA shares to make sure they’re buying with a $10 discount to spot price?
Or energy companies why don’t they buy YCA as a hedge to increasing prices. Why aren’t they interested in the current discount?

Are inventory levels higher than WE know? Or is this just a market inefficiency?
I think the latter, it’s just that uranium shares have had a couple of false starts in the last 4 years or so that even the largest bulls have started to doubt.

GL.

Covid-19 caused a temporary set back. The importance of location data will only increase. The current sp is a steal.

Well, that’s a shame really as they sounded very positive about the importance of verified location data to business that has become more local and raised awareness of that by (large) brands. Yes, location based marketing took a nasty hit, no point denying that, but the future looks bright.

I’m definitely going to add to my position but only if LSAI’s share price will be lower or higher if I think that will be the start of a new uptrend.

Made me feel very positive about LSAI’s future. Will add if any weakness.

Not making full ask. Meaning? MM's have got plenty of shares? Or?

Starting to look better. That’s good.

LSAI is very much alive (no sarcasm, no alcohol).

I'm thinking about adding 500,000 shares to my position, but want to be pretty sure the share price has consolidated and has started it's upward movement (to 2p).

Yeah? I like it too! LOL.

Seriously, LSAI has got a lot of potential. The more due diligence I do the more convinced I am about that potential.
Will they deliver?
Hopefully, but the market is out there, waiting for them to jump in.
If it's not LSAI someone else will succeed. It's that big.
Or LSAI will get approached by someone not willing to start from scratch and thinking they can do a better job.

Anyone giving this share and the market opportunity 10 minutes of their time will see the potential.

Take a good look at the "Back to Business hub" from JCDecaux.
"Welcome to the JCDecaux Back to Business hub. As the nation slowly begins to emerge from lockdown, we will provide usable slides, actionable information and data intelligence. Keep checking into this collaborative hub, as we all continue to get Back to Business."

In collaboration with LSAI (yes), lots of interesting pdf's using LSAI's data.

Really worth a look and showing work has been done by LSAI while we were in some kind of hibernation.
The return to some level of normality.

https://www.jcdecaux.co.uk/back-business-hub

Fine by me, I'm very willing to increase my holding at even lower prices. Let's see how low this will go.

I do feel LSAI should not wait for anyone else to develop the 'where's the crowd?'-app but should be proactive and develop that app themselves.
Sure that'll cost some money, but think of the media attention it'll get, the raised brand awareness, the created goodwill etc. etc.

Don't know about that as they were never on the passenger list anyway (at least not officially).
People are not ready (yet?) to be tracked by the government, too much of a "Big Brother is watching you" feeling, not even in the Covid-19 era.

Obviously the company has suffered because of the Corona lockdown. But that's only temporary.

The outlook for LSAI's business has probably never been better because of the Corona pandemic.

Everyone (businesses and people) has become more location aware (it's more in their minds and thought processes).

Businesses will be interested in people's location. In the past only because they looked at people as a target for location based advertising. That market hasn't changed.

Businesses will be interested in people's location for an additional reason as well. Protect your customer (by law or voluntary). You don't want your shop (or public transport or ....) to be overcrowded. Knowing where people are is needed to be able to protect them..

What definitely has changed and is rather new is that people want to know where other people are! You want to know where there is risk to get into an overcrowded situation. You would hate to drive off to the beach, parc, town or whatever only to find out it's overcrowded. People need to know where other people are. A whole new market!

good investment?

Maybe this will answer that:

(...) in 2019 marketers spent $ 265 billion on location based ads, a figure that’s expected to grow by more than 40% by 2022 (...)

(...) 94 percent of marketers plan to use location data (...)

(...) with only 24 percent [of marketers] using location data as a measurement tool, there is a huge untapped opportunity (...)

Source: https://thelbma.com/wp-content/uploads/2020/02/In-Modern-Marketing-It%E2%80%99s-All-About-Location-Location-Location-1.pdf