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"Zolander, I believe the trolls bought some shares as well. However, they will never admit and this is 100% guarantee."
I'm beginning to think you don't actually read any posts properly. Some of the so-called trolls have freely 'admitted' to buying shares and most have also repeatedly given reasons for why they are here. If this is the same kind of attention and critical thinking that you apply to the communications from QBT then no wonder you are disappearing along with others down their rabbit hole of make believe.
“About the valuation, to be honest I think if everything goes well 10p it's not exaggerate value”
Agreed - I think it would be far more than 10p if everything goes well. It’s whether anything at all goes well, let alone everything, where opinion tends to differ.
“I am confident they should be able to clear the remaining Galaxy debt and the tiny mortgage by the end of the year.”
With what? Post April they are unlikely to be generating any cash let alone enough to make serious inroads into the debt and certainly not any to enable them to invest in new machines and grow - so the problems will only get worse.
They only got out of jail by selling all their assets - they have nothing meaningful left now to get rid off.
Their only hope is that BTC can rise much faster than difficulty after April so that they can generate some cash and can raise significant funds from the market of the back of this - probably through a raise but that’s still unlikely to be that big given previous attempts.
The numbers simply don’t stack up and I’m afraid I think it is you that is being misleading not HarChris who, like most times, is spot on with his assessment.
The annual accounts will be out quite soon which should further emphasise the peril they are in.
The only thing afoot that I see is the probability that this is just another scam on AIM. If that’s what you mean then I agree otherwise…‘If you cannot see that, perhaps you are seeing it through tinted lenses.’
Most boards that have a reasonable number of posts are similar actually, especially on AIM, with extremes of views negative and positive. Just par the course really and nothing unusual on here.
To say ‘we all know something’ is afoot is just silly and presumptuous though. You can’t speak for everybody - nobody can.
I think it is highly likely that it will all come crashing down for QBT but clearly that’s not what everybody thinks and of course they may be right. And if they are then I’ll be smiling as I’m invested - I don’t mind being wrong if I’m the richer for it :-)
“So, I will say what I want to say, when I want to say it, and I will not be swayed away from my investment.”
Good for you but what would it take to sway you away from QBT as an investment? Another raise? Another 6 months without any deals? An RNS saying they have given up on method B?
I’m not saying any of these WILL happen but just wondering what the breaking point would be for you ‘and your ilk’?
The mining number is simply in line with expectations despite the difficulty increase as they had two extra days in which to mine and in February suffered significant downtime from the outage at the Cottonwood substation where they said:
“Total downtime from the outage was approximately 77 hours, or 11% of the month.”
The revenue figure also obviously reflected the large increase in average BTC price for March compared to Feb.
So $7m is good, but only what should have been expected and with the halving this month, and no immediate growth prospects, can confidently predict that they will not earn as much in a month ever again (unless BTC goes absolutely ballistic and soon).
But Reardon we know the results themselves are going to be poor as they’ve telegraphed this already so unlikely to affect the price either way.
However there may be some signs in the commentary and underlying detail that could be encouraging (or not) and these may be enough to shift sentiment up a bit (or worsen it still further). We’ll just have to wait and see.
I think this update will be all about the words and the tone (particularly around outlook) and not the headline numbers.
Well T4G this is the second year in a row they’ve missed guidance so I think any credit built up with the market in terms of trust has been largely used up by now.
I agree it would be good if they broke out the companies more, especially Debenhams, and though of course we do get the numbers eventually they are well out of date by the time we do.
That said, Debs only made up 5% of revenue last year so can’t see how they distort the top numbers much. Obviously if they recorded revenue for Debs on total price of goods sold it would be significantly higher but that would clearly be inappropriate.
Debs grew by over 50% last year but it was largely in start-up mode the previous year. Even if they maintained that growth in 2023/2024 it wouldn’t have much bearing on the overall growth/decline - though obviously any good performance in Debs will be disguised by the poor figures elsewhere (if that’s what you mean which would be fair comment)?
Maybe the focus is more on short term revenue as that is the bit that can be seen. The long-term strategic growth has to be taken on trust and with figures for the last year or so poor being so poor can you blame the market for doubting their longer term numbers.
“Interesting that Jambone is unwilling to state a % likelyhood of this happening but rather reverts to form and cherry picks bits that suit their agenda. Shame, we almost had a break out of civility there”
Sums up why I filtered him. Board looks less clogged up and so much the better not seeing the same rehashed, and very selective points, a countless number of times.
I just gave an honest response Garwool with no abuse so take it or leave it.
Would just add though that given the sp the majority of the market seems to agree much more with Brew and me than with you and Awl but best of luck anyway to you in going so much against the tide.
No wonder you’re so keen if you go as high as 75%.
If by ‘pulling it off’ you mean getting a deal based on method B working anywhere near to their claims of 2.6x then would go with Brew’s 1% at most.
However I think the chances of any kind of deal e.g. method A, method C or a heavily watered down version of method B, are much higher, perhaps as much as 50%?
Trisor - I think the percentage is 3% before they have to start declaring. Even for these it is not always real ii money. Anything below 3% to me is not really worth knowing about, certainly if it is not ii money or that of a single PI - unless it's an insider of course but these have to declare any transaction anyway.
Kudos to you for getting all this data but you haven't explained WHY it is useful. To me it doesn't pass the 'So what?' test. I won't say it is run-of-the-mill data because it clearly isn't, but I don't see how it is helpful at all to me or anybody else in making a decision about investing in CPI. As I said though, happy to be educated by you, or anybody else who finds it helpful in this respect.
Also, again, a lot of that top 20 represents PI money NOT institutional money anyway e.g. HL and Fidelity.