Member Info for gspanner

Just sales and buys during the day... Large trades so not declared at the time. You can look at the spread at the time if you can be bothered to work it out

Aandi,

A good post: I was heavily invested in ITM and sold with a good profit but retrospectively far too early because the management were a bunch of clowns. (They built a manufacturing plant with the wrong power supply ffs). The re-rate for them came with the Linde buy-in. I wonder whether the same thing may happen here, though DP et al seem far more savvy and the business model has always been better here. Leverage the patents, knowledge and systems management/maintenance and leave the manufacturing to a contractor.

Have held a large number since below .2pence, bought some more at 0.5 pence, now just bought all I could below 2.25...

Good luck all, don’t really need it with DP and his engineering team at the helm...

Well, if they deliver that little lot £1bil+ mcap looks pretty inevitable.

No mention of Wood I can see...Perhaps not to be. Will read it again.

I think all this info is on the company website by the way...

Goodness a question about the company... The kit should just be manufactured to whatever scale is required....

I think the difficulty with exponential scaling up will be expertise; the engineering and IT monitoring systems are modular but I would expect need pretty specialist tweaking once built. Of course the real ‘cash cow’ revenue comes from the maintenance contracts when many of these sit needing servicing/adjusting for diff feedstocks, etc.

Yes happily sold on the way up on many multiples.... And another 6m for me at these levels. Patience Rodders. Rome wasn’t built in a day.

Would be nice to see a financial close or 2 mind. Today’s FOMC steer should allow the equity finance to continue to flow I’m pleased to say.

LB,

that’s so bad it’s good!

bw

gsp

RacingCyclist,

It’s pretty difficult at my 49 years to get ones head around Btc/Crypto.

As I saw the potential rise coming I was able to get in early... And ended up buying Barrick/Newmont as a hedge against the Arb holding... If governments had found a way to ban btc I reasoned that would precipitate a rush in to Gold Miners...

Now looking less and less likely but happy to accept 10% losses on the gold miners for peace of mind during multiples on Arb.

gla. Still think has plenty to run.

Well I hope the first thing EQT do with the new bank is refinancing their (albeit small) remaining debt!

‘LOL; This makes your 7yo daughter a wiser investor than you?! (By proxy at least).’

Yes she keeps it simple, buy low, doesn’t dick about like her Dad.

Sorry missed vital word- ‘ I had started selling down but when it became apparent PW was taking ...’

Agree with your comments CoinColl.

I had started selling down when it became apparent PW was taking this to the top of the pile, outflanking supposedly bigger Companies with more leverage. So bought most of them back during the fall to 65-100 range.

You just can’t overvalue good management.

Only my seven year old daughter Flo has her original average at this point showing 4500%!

Thought I would post this from ‘Zerohedge’ comments section:

‘ It's pretty obvious what is happening on the charts right now, especially with Musk's disclosure of the trading strategy that they used for their bot. Every dip is being bought and accumulated right now- the price is on a slow grind upwards to meet the low end of it's valuation as a fixture on corporate balance sheets. Musk, as brilliant and also annoying as he is, along with Microtech or whatever their name is, have kick-started the movement of corporate balance sheets into BTC. It's happening right now, and the low end of the estimated price of BTC when that happens at a small level is $150k per, with the high end being estimated at 4 million USD per. This is all happening while retail is soon to be armed with $1400-12.5k of Biden Coronavirus stimulus. It's a perfect storm type scenario and as insane as it sounds to say this, it's still cheap compared to where it will be at this year's end, and you can still front-run and get at least a 2x on it right now.

I absolutely HATE that our fraud financial system creates an environment where this occurs, but on the other hand I must do something to preserve my wealth. We live in truly extraordinary times.

Amanesia,

Yes possibly less expertise but currently we don’t know that for sure. It may be with limited players all can gatherer low hanging fruit!

Interesting, looks like they have a KR1 type investment i assume for a fraction of the price;

https://m.youtube.com/watch?v=OUL1jsTi6Hs

I think the timing is right for ‘corporate treasury’ buying following the M Saylor routemap conference thing. Must be about 3/4 weeks ago. Complex conversations with the board, engagement onto a buying platform etc, so now lots of organisations accumulating in the background. Will announce positions soonish I would hope.

Well that’s right CC I mean it’s only taken me 30 years to sort out my strategy and get it right!

Delighted with that, still made plenty of mistakes along the way.

Also Billfunk,

AWOL but not forgotten, man he got the Stocktwits thread in the US firing!

Poptimist,

Don’t post v often here, gets lost in the noise.

loved that post, you have had your moments of frustration over the last few months. Like you I found it difficult to rationalise why everyone else didn’t realise that the was a money generating machine in the making.

The grind from 4.5 to 6 then back to 5 and it was really very slow below 10 and then take off just before Xmas.

what has been so inspirational in PWs leadership and transparency. I initially invested since I thought the only U.K. quoted, well run, BTC miner will rise and so will ride that wave. Sold some at 20, 60, 120. An excellent return but don’t be too greedy. Then PW started demonstrating his acumen and skill, and it became clear this was more. than just an also ran crypto miner but likely to become best in class crypto business . So I bought back between 65-90. Then what a run...

was up to 2m shares now down to 1m at recent times a truly life changing event. I am keeping the rest though. This has more to run as btc runs up and the ‘best in class’ rerate comes to fruition with full Nasdaq listing.

Also MidEastMoney, Coin Collector, many others have valued your posts: cant look through 1000/day though, still have to work til SIPP matures!