Member Info for grouchomarx

“After a tough 2023, I am pleased to be able to report that 2024 has started well and we are much encouraged for the future.” Nigel Keen

Positive outlook. Cautiously stated.

Cheers! Counting on a >50% share price increase to tomorrow.

BOL holders!

I could buy at this sp. Why do people give away their shares?

I can see Sentience having value. But thus far AAA holds 25% in them. And as ASLR holds 1.3% in AAA ASLR indirectly holds 0.325% in Sentience. Nothing spectacular.

I get that. It doesn't feel like the best time to buy. Yet I did. Done a little DD (not too much, not betting the farm) and feel it was sufficient to take a small position. Willing to add if it goes any lower.

If one of these companies has any plans of going public and intends to use ASLR as a vehicle who knows what the share price will do?
I agree on ASLR getting "punished" because of the Dev Clever fiasco but this looks overdone.

https://www.magic.works/
https://audioboom.com/
https://www.simplestream.com/
https://www.seequestor.com/
https://www.fast2fibre.com/
https://www.gfinityesports.com/
https://low6.com/
https://zeelo.co/uk

Websites look professional. I like the sectors ASLR is invested in.

Let's see:
19.5 invested in Dev Clever, worth? A lot going on there, very unclear outcome. I'm counting on at least 1.0 remaining value.
1.0 invested in AAA. AAA holding 32.5% in Aaqua (total mess, to be safe value 0). AAA holding 25% in Sentiance (which seems to be doing very well). AAA 's intented to buy 100% in Sentiance. Don't think that will go through. AAA valued at 500 million. No way. Counting 0.1 value of AAA holding.
Current market value of shares in AudioBooom 0.6 million.
3.4 million invested in Magic Media of which 1.5 million in a convertible note. Magic Media seems to do well. Counting it at 1.5 (the value of the convertible).
A 0.9 million investment in Simplestream. Seems to be doing okay. Let's count it in for 0.4.
A 1.3 million investment in Seequestor, which seems to be doing fine. Let's say 0.6 to be on the safe side.
A 0.5 investment in Sparkledun (Fast2fibre). Not that exciting. I'm counting it in at 0.3
Finally 3 smaller investments in Gfinity, Low6 and Zeelo, 0.5 in total. Counting 0.2 for that.
1.0+0.1+0.6+1.5+0.4+0.6+0.3+0.2=4.6.
Number of shares 123 million. Value 3.5-4p.
Feels like a very low valuation to me.
2p is a 50% discount, I'm a buyer.

Could very well be. Let’s hope we’ll be enlightened tomorrow.

Good for you! Alas, my holding is not large enough to meet up in Barbados. Saint Tropez maybe (not that I can afford staying over there).

Do believe people already expect nothing to come of Platypus. But I could be wrong, very wrong.

You truly believe so?
Frankly think good news isn’t baked in as is bad news (Platypus).
But, do feel downwards risk is temporarily and lower than upward movement would be.

Seems like low risk to me. “Betting” on good news tomorrow. GL holders.

Lack of communication (especially concerning Platypus license) imo.

.

I really like there being very little chat despite GCL and the uranium plays doing great.
A sign we haven't even started yet.
When uranium spot increases people will wake up (after smart money has already made 2-5x their money invested).
This is going to be a fun ride. Enjoy!

To all !

A counter claim is not a possibility but a given if Blis decides to start a law suit.

@firepisces it's clear to me why the defimation letter was RNS-ed one month later. As you know LSAI wanted to keep this inside. The friday massive sell off and price drop without any known reason "forced" LSAI to make the defimation letter to be made public. I believe the LSE asked questions about a possible explination for the price drop.

By no means it was a voluntary disclosure, I feel market rules pressured LSAI to let the market know of the existence of the defimation letter.
Just my opinion of course, but it's truly what I believe has happened.