Member Info for K3VMC

Current pe is about 10. Add last years exceptional costs last year and that reduces to about 6-7.

Nobody is spending on holidays, but they are spending on their homes . Note the massive revenue and profits at tops tiles. Tiles and bathrooms spending should be roughly parallel, so go cheaper if you want. I’m definitely a buyer here, funds permitting.

paul2556

“ The military do not buy steel, so the question is mute.”

Agree that.
ps It’s “moot, not “mute”.

OMR, it’s catching stuff that’s the problem. Too many ill folks in there.

Just don’t touch anything.

Best wishes to you, OMR. Get well soon!

Nedd

“ Wordy RNS's such as just issued, don't cut the mustard I'm afraid.”

Don’t worry. This is legalese. Lawyers have greater intellects and attention span than the average PI. And I include myself in that.

All those words are important. And in that order.

:-))

Roman will not be allowed to sell his holding. Not one single share of it.

Three trades gone through since the latest RNS, so there’s a clue as to when suspension was lifted.

10-Mar-22 16:19:17 102.687 9,352 Unknown* 0.00 0.00 9,603 O
10-Mar-22 16:19:17 103.05 4,967 Unknown* 0.00 0.00 5,118 O
10-Mar-22 16:19:17 107.527 1,405 Unknown* 0.00 0.00 1,511 O

flowerpot999

“ Is there a video release to accompany the Rns which comfirms the 600MW of transformers are also paid for aswell as the loan used for the final stages of the buildout of 200MW Helios facility “

“ Josh Burandt, Head of Mining Services at NYDIG, said "The mission of our mining services business is to help secure the bitcoin network by supporting the growth of the world's leading Bitcoin miners. In pursuit of that mission, we are excited to partner with Argo and provide infrastructure financing for the launch of their state-of-the-art Texas facility."

My interpretation of the last sentence is that they have the finance up to and including the launch, but we can start the whole dilution angst all over again, if you want to.

:-))

“ although the Company has a number of direct and indirect shareholders who are PCWRs and who are domiciled in Russia or may be restricted under the Regulations, it is not owned by a PCWR (within the meaning of Regulations (16)(4D)(b) and (16)(7)), because - to the Company's knowledge - no such shareholder holds, directly or indirectly, more than 50% of the shares or voting rights in the Company.”

EVR can copy and paste this text.

BRB

“ No HMG won't make 5k+ steel workers redundant. They will simply stop you trading in Evraz.”

I’m loaded up. I can wait 2-3 years for a five baggers. That’s a reasonable timescale, in my view.

So, HMG will make 5k+ US steel workers redundant?

Hexam

“ Great - so you know the answer about how they are going to fund the machines. Please tell, as that would remove all the uncertainty and doubt - and hopefully the fear too :-)”

Of course I don’t know their funding plans, or even their funding requirements! That’s why we have an executive! They are the ones who direct and run our company. I am an investor. Can you imagine the chaos if we all had to input to the decision making of the company? Do you think a company going through a rapid development, in a dynamic environment of pandemic and war, should have to lay out its entire strategy in front of its competitors, just to massage the neuroses of its faint-hearted investors?

I can never understand why moany, jaded or fearful investors don’t move on to investments that are less stressful.

Hexam

Congratulations! It took you less than half an hour to manufacture some FUD.

:-))

Megson94

“ Wow muscles invested never thought I’d see the day haha”

Still not worth unfiltering.

flowerpot999

“ Still not sure how much one of the generator cost but seem a bit strange having 5 paid for when struggling to find funds for rigs at the moment”

I told you not to worry!

Looks promising.

DYOR

Ok. I thought 212 was just for small trades. There loads of other platforms and brokers, but if the whole market was unable to buy, what would push the price up?

Anon

“ Look how many people cannot buy before you decide to sell.”

How do you see that, please?

AB

“ I'm glad they sold some HODL. And Peter will see there's no backlash for doing this. Saylor's vision on this is wrong.”

I’m also glad he sold some btc. He already said that was one of three levers, the others being debt and dilution. He picked the right lever.

ARB and MSTR are different beasts. ARB mines btc, so needs a strategy that increases capacity mining in a cost effective way. MSTR can only buy btc and since they never trade it, their ONLY strategy is buy and hodl.

But yes, selling is definitely the right way to go as there is no reflection of the $100m in the current sp. Depending on the rate of expansion, there may be next to no need for any dilution.