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Really good comments on this thread. Every CEO needs to be well scrutinised. We all have had a love in with CF myself included. A little considered scrutiny does not hurt anyone least of all CF. I think going forward he will be more considered.
We do need to see some promised contracts. The business overall has made some absolutely huge strides forward. Eighteen months ago we would not have been working so closely with Government. We will have some huge opportunities from this partnership. Codagenix is another statement of success for CF and getting Wildfire back in.
The absolute key move now is DIM as I have said a few times Livongo got bought by Teledoc for billions all on the back of the data. This really is the motherlode if CF can execute it properly. This is worth this company several times over in a year to eighteen month time period.
Hopefully with a successful Moroccon drill and Trinidad kicking in that is exactly what we can do. At the moment, I imagine PG has his hands full. He did say that in interviews. But when we realise these opportunities we can exploit others.
I am a billion percent behind you with that view. At this stage it may be a couple of bites too big. But we could grow fast here and take some of these opportunities.
RE: Bidstack lands portfolio of titles from Sir Studios18 Jun 2021 17:29
Good luck to the guy that founded Sir but these are driving simulators. This studio is nowhere near AAA, meaning pennies in revs to BIDS. This is not EA. That is the reason that it has not been RNS'd, it has no material value.
If you are ramping these games Hived you really are high on the laughing gas. They are going to make millions off of this? The company is "cheap" off of getting a driving simulator... If you are trying to promote the idea that you are an idiot congratulations you achieved it.
RE: As always, read the fine print.17 Jun 2021 12:09
Interesting analysis ex.
CF will need to really go through the contractual recognition situation and the pipeline. The presentations over the next few days and weeks, likely contract announcements are super important. Everything needs to be crystal as market is questioning everything, as it should.
RE: After waiting nearly 6 million months for drilling to commence17 Jun 2021 11:34
Blackdog, if it helps I am thankful. We just need to give ourselves headroom so that we can see things out properly.
PG looks to have done some truly great work. The jurisdictions are very strong. But we need to be able to get to the other side without hear attacks. Stocks can veer wildly and you have to be able to sit comfortable. That way when you move it is from a position of mental strength not fear, irrespective of the circumstances.
It is all about the contracts. CF at this point has to drop some in to regain momentum. No one is more aware of this than CF. We need to know what gets realised in rev in the next 6 months and going forward. At the moment things are a little opaque.
As said before the spin offs more than justify price and there should be better contracts hitting. There is a lot to be realised. All about execution now. IN the statement point he stated this is the inflection point. He knows rubber hits road.
RE: After waiting nearly 6 million months for drilling to commence16 Jun 2021 22:20
I mentioned the Bugatti Chiron. But depending what you have with 30ks worth of shares and above you can extend your house or in other cases look at a new house, on a successful realisation of assets by the company.
We have to have mental room in our account if this play is not successful as well. That way we can allow Trinidad to come through and Ireland to develop. I am optimistic but I want to sit through the whole show without too much second guessing. Any of the assets realised super speed our accounts.
It is a call play as GRH stated.
Just saw an interview on Youtube with Mohnash Prabai and Steve Forbes. He basically stated the Jesse LIvermore maxim "It was not my thinking that made my money. It was my sitting. Got it my sitting."
Many people come up with great ideas. The volatility comes and they can't take it. The stock rising scares them they start selling. They have to adjust their parameters and that is naturally uncomfortable for us all.
Have that amount you can sit with and not flinch. The next two years will be volatile. If successful from where we are your account will oscillate wildly . To get the most counter intuitively you have to do the least in action, as Prabai points out. I am only now starting to sit.
Hitting the trade button is like a relaxant. Makes you feel that you are being proactive, often it is just being reactive to volatility. Keep that amount that you can enjoy the ride the whole way through and leave the roller coaster happy.
You may not have a Chiron like Sef, if we are successful... but you could be riding in considerable style through Life. enjoying the races at Ascot.
Anyway Sef wish you and all the guys the best as we get ready for the ride to really start.
If our only concern is the name of the company then we have no concerns...
We could name it Poppies, Roses , Daffodils
Cant get more green than that. Our logo a little lamb gambolling in a field.
Personally I like a Golden Eagle flying across a Scottish lake, talons outstretched to partake a wild salmon. A Predator and endangered specie encompassing all sides of wokedom and predatory capitalism.
Im on IG in auction the whole time. Stated unable to trade it.
For us LTH's we all sit tight and let the craziness for a few days pass through. Six months time we should be nicely higher. Eighteen months and you have a triple sitting in your account at worst and possibly a fair bit above that as everything expands.
This is a key market for UK PLC and CF is now their guy... Secular bull markets do their thing. Han**** fighting new viruses all the time. With anti-microbials on top of vaccines and other studies this is a cornerstone investment.
If you look at it in a timescale more than three months you should be very happy.
We are going to get screwed around with for short term.
However, contracts start hitting very shortly, anti-virals anti-microbials and other vaccine work.
Then we have the spin-offs. DIM has potential to be worth a billion plus and CF mentioned he is up for a deal if he sees one. Last few deals CF made haven't been too shabby. We have low risk - high reward.
Also we are super tight with Government who are concentrating in our areas.
You don't need to chase the rainbow when you are riding it. The key is not to fall off.
Natural for us to go in a trading range. as you say BC. Wykhoff and other technicians say what you just said BC. The stock is in the trading range gathering momentum. As that builds the resistance will contain pressure until with news it will spring out on its next rise.
Here we may get a dip as people who held for some free stock top slice. What will happen will be CF will let that through. But, then with results coming shortly, the contracts start getting announced. There are also other spin offs so selling would be damn stupid, now specially, as facilities are getting filled and expanding.