Member Info for Hallowed

The ISM index for May was 61.2 rising from April (60.7).

Rising demand for manufactured products + rising commodity prices....against a back drop of global supply chains never being this clogged means companies will want to over-stock. The higher the stock, the higher the profit and now the added benefit of being to able to securitise/monetise this stock via SYME global platform.

Snippet from an article posted today:
"Positive fundamental drivers, including robust domestic demand, substantial fiscal stimulus, and recuperating external demand, will keep factories churning out goods at a solid pace. Supply side difficulties will constrain, but not spoil, the manufacturing sector’s expansion."
(https://finance.yahoo.com/news/global-supply-chains-have-never-been-this-clogged-morning-brief-100038122.html)

On top of this, as part of SYME's evolution, I have no doubt that AZ has more ideas for further expansion of the company's activities.

We are fortunate to be able to pick up shares at sub 0.5p. GLA!

Notwithstanding the silly SP predictions for this year, I realistically expect our MC could at least double this year to around £300m-$350m. GLA!

SC, getting too repetitive. All points based on assumptions but the most important that will keep SP depressed for a long time (cf to pre P#1 drill levels) is the massive dilution with now almost 800m (old 8b) shares in issue. Here’s another point based on assumptions - even if SP goes up 100% or even 200% most PIs will still be holding at a loss. It is what it is.

Agreed. Excellent news. This will really fly in the summer once we also get more colour on SYME trade numbers for the 6 mths to June.

Hang in there folks and don't be put off by the nonsensical postings by disingenuous people. So far the SP is up by around 8% and over 327m shares traded. Not too bad.

GLA!

The full year 2020 audited accounts will be interesting not only for the disclosure of DD fees (and hopefully disclosure of % of originations onboarded and of those onboarded how much has been monetised during the year - personally not expecting big numbers) but also to see auditor's report re Going Concern issue + events after the balance date (although all material events must be disclosed separately in RNS and so I suppose nothing new there).

It’s ironic how some LTH’s end up writing posts almost daily. That’s a lot of posting over a long term.

I get people are anxious but learn to relax. Taking deep conscious breaths helps.

This is a big company in the the making and expanding its trading activities. The SP will reflect this (eventually).

"GLA the genuine LTH and to the rest of the doubters its time for you to move along to the next board and rinse and repeat."
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'Retail' need to wake up and not be a 'typical' LT holder...guaranteed way to lose most of your capital.

Anyway, in my earlier posts I forgot to also mention the CL notes and so total share dilution is around 38%. This will be a long difficult recovery for those who originally bought in at around 2p levels (and could not/chose not to average down).

“...potential, will determine the share price, rather than the number of shares in issue.”
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Beg to differ...not true especially with cos that routinely dilute and on AIM..it’s more about the MC than SP.. You can have larger MC via share dilution and lower SP v asset dilution which tends to create larger MC based on higher SP.

My post taken down as well and certainly wasn’t ramping. On the contrary just pointing out my view. From memory, few key words/phrases used:

30% dilution (any success at Saffron sold into to clear the extra shares)
Poor management or orchestrated to allow major to buy in licences at low price (remember BPC invested well over $120m).
Changing drill spot ‘at last minute’
PI shafted...
AIM game.

Stay well people!

"..i would have been if i was allowed to average down dang it lol!...is still needed."
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I think you may still get your chance as these recent moves are based on average volumes. So in the absence of news, I would not be surprised if we head back down again into the trading range of 0.33p-043p. However if we end up going higher, no complaints from me but I would rather see proper evidence of a change in trend. GLA!

We had a good rise on Friday and may continue a little higher but share trading/investing is all about timing and I bought in a little too early into this play and could not foresee the delay with main investor but all is still very much to play for.

Looking just at the technicals, following the unexpected dip we had on 1.4.21 a lovely new wedge pattern is forming again to indicate a possible explosive increase in SP during end of June/July time. This nicely ties in with a multiple of possible major catalysts during that time.

Now is a good time to be in the stock.

Have a great w/e all!

No real code 1 indicating imminent RNS (as otherwise it would have to 'work' every time).

I bought shares in the past using limit orders and quantity of order got split into different amounts and a '1' trade appeared.

I wish it was secret messaging :-))

As for this particular rise today, we are a bit light on volume.

GLA!

"now on a positive rns this could easily go past 3p in a couple of days."
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No business goes form a MC of £100m to £1b in 2 days..you clearly lack understanding on this front and it is as bad as the derampers.

This is a business that once they start monetising will grow at an impressive rate gradually grow over time and the SP will reflect this.

So let's be realistic and take it a step at a time. From a technical perspective right now it has been difficult to break 0.75p which is over 100% rise from here and so lets gets past that before spouting nonsense about "3p in a couple of days".

"Hope we get some news this week maybe"
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Yes indeed, always concerning and frustrating whenever delayed news flows and then RNS released only for the SP to drop. Just have to hope if they acquire Tradeflow any share dilution will be insignificant and the SP recovers fast which it should in light of other catalysts.

"we have to remember that the price is merely what any seller on the day is/was prepared to sell their shares at.....a lot of fear at that moment."
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No, not a lot of fear just common sense. We knew months back that the company needed cash and now we await the placing shares to see at what price they raise funds to continue their evolution. This company will grow big as the marketing companies focus more on the "in-game" advertising sector, as it is destined to grow over next several years.

"I just wanted to point out that share prices go up on the day of an AGM on most stocks. I’m buying more now as I could see this ending in the mid 40’s this week"
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Re AGM.s - my experience has been the opposite, rarely do AGM's prove to be a catalyst for the SP (as nothing new reported) if at all. As for the mid 0.40's, I too can see it reaching that but probably not quite yet this week. Hang in there....

"the Inventory Funding is holding the sp back, when will the funding go ahead?"
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Don't know exactly when it will (finally) go ahead but the single Funder is calling the shots and this is tied in with the captive funding and self-funding initiatives. Seeing as it was supposed to be completed by Q1 2021 (per last trading update), I am going to take a bold guess and say some time in July/Aug.

Either way, not long to wait now.

Another point of interest is that our NBV (net book value) per last published accounts (for 12 mths to March 2020) stood at only £780k. Compare this to our current MCap of just above £120m.

The reason for this?

If you look at the disclosure in CEO's report re client origination numbers (prospective clients), it is important to note:

- "The Originated Portfolio is defined as comprising a pipeline of prospective contracts that have been originated with client companies. At the date of the RTO the Originated Portfolio stood at €972m and currently stands at €1.43bn."

- "At the date of this statement there are €555m of client companies ready to be served / for execution. We expect a significant proportion of these to be monetised once Inventory Funding has been secured."

So I would assume 'significant' in this context would mean more than 50% (could be wrong). So even if we end up monetising 50% say, that's equivalent to almost £250m. Say 2% revenues to SYME equates to £5m..times 10 = a £50m MC. This is conservative and we have come some way since then and are consistently being valued by the market at £100m plus.

So unless this is one big scam (which it is not), I would say now is a great time to be buying these shares.

GLA!

Going concern is more of a 'technical' issue rather than a 'real' issue for SYME at this stage. (It's all about assessing risk v reward).

If you look at the Going Concern notes in the last two sets of accounts, you notice in both cases that the accounts have not been adjusted for going concern issues. Clearly the directors have adequately addressed any going concern issues.

As we now await the publishing of full year 2020 accounts, there should similarly be no real issue given that:
- a large % shares are held by wealthy investors
- associations with wealthy funds
- we are further advanced in the process of client originations and revenue generation from due diligence to final IM.

So a lot to play for at this stage of the company's evolution.

Nothing to add..just to re-confirm similar thoughts. Games galore. Summer time will be the time when SP re-rates. Nothing guaranteed but trading/investing is about managing risk and downside at this stage of the game from 0.375p is clearly lower than upside. Hang in there people.

....showing over twice as many sells as buys and yet we end the day down by a whopping 0.6% (on a spread of 5.2%). Good to see the SP held.