Member Info for Kooba

Thanks for your thoughts you are obviously a good judge of value and a one to follow.

Though its understandable why you want the shares to finally demonstrate some underlying commercial value you have been betting on it for a long time and your research has been tested many times in terms of this company returning some value to long term holders. Good luck that this time you are correct in your bullish take.

Facts are history..forecasts are nothing until they are facts..that is the only fact you need to know.

Thats not even looking at the cost of money!

You not factoring the folks who tendered everything and might well have 30% rump left and unable to deal that cool.

So you have held and not traded out in 10 years ..the shares were well over £1 then and getting a 1p or so out is free money..like your style.

These shares owe you far more than most with that kind of patience through thin and thin and i hope you get your just rewards.

And you already bought back a penny or so less..free money you said.

Wonder have others done the same..you can only be sure of what you did yourself i guess.

But does that not make you a short term gambler if you jumped out and back so quickly when you knew the price wouldn’t fall. Just asking.

Xenon ..you did said you tendered did you not?

Glad you are having fun xenon..i find your approach equally entertaining so there is something for everyone.

I can’t think of a situation where there has been an almost 40% premium tender to check on how it impacted on ex entitlement price....could you send a link to the exhaustive work conducted on post tender valuations as i could learn something. Thanks

If it’s okay i wont bother Charty ..though hopes were high all those years ago i guess and then weren’t met..xenon might know more back then i wasn’t invested.

I’m sure the dotcom boom was all logical too.

Sometimes the markets get over excited sometimes they get too negative ..it’s sentiment.

Yes there is no clear way of valuing jam tomorrow situations but by extrapolating average company valuation over a protracted period is normally a sensible way of calculating ex entitlement impact as companies do not normally get rerated on financial engineering. There are always exceptions to any rule..and lets see where we are in a few weeks.

Will be interesting there were valid applications for 160.5m shares which presumably included a lump of oversubscribers though difficult to be able to calculate exactly though they got about half of excess shares satisfied. There is still 35.5m shares subscribed but not accepted it seems.160.5-125m.

At current levels the £3m gets you less than 14m shares.

That is not to say there will be any sellers of course…everyone who sold undoubtedly wants to buy back at a higher price it seems!?

Brian said the price was illogical pre tender …and he is always right!

The illogical nature of markets is there proven..but it works both ways i guess.

Was the market logical valuing the business at a discount to cash position pre tender only a month or so ago ..when folks knew a distribution of up to £40m was to be made?

You might have to talk me through this point..

Forecasts change. That's why they are forecasts. Facts are in the past. They only change if they have been manipulated and sold as facts.

Facts are facts , the company’s cash per share has fallen from 18p to 13p as a result of the tender..thats not in the past that is in the present..and is a fact. Forecast yes they can change if there is a change in guidance they are based on..they can go up or down on new information. There has been no new information over the tender exercise i am aware of ..but i could have missed something.

For those interested spoke to a mate whose account is with Hargreaves. If you subscribed for more than 38.5% you will not be told what you sold or be free to deal in any balance until after 25th he’s told. They lump their applications together and wait to see what comes back and allocate once cash is received. HL are the largest holder of shares with over 16% so there may ..or may not be a chunk of shares out of circulation for now. No idea on interactive investor but they hold 9% for clients ..and it might be the same situation? I guess those who did not subscribe are not sellers now..that would be odd but those who over subscribed might be when free to do so.to discuss!

Charty if you want to discuss seriously thats fine but only last week you were playing the fool and wheeling out Donald Trumps social media company as a basis for valuing things..if you stay to point i’m sure others will too.

Ive covered cash flow revenues in detail over the weekend based on company approved shop broker research..you didn’t get back on that.

My post was more directed at xenon who wrote a long piece around id’s ..it wasn’t directed at you ..though ?

You points are odd Charty the cash position per share is now 13p ..its not history its what it is.

I am waiting for the fundamental change in prospects that has just been recognised by you and the market generally that was not prevalent a month ago ..still waiting.

the problem is that said nigwit , nigwitty, quantum leaper one and two terrorwit and more appropriately ****wit ****wit witless and good knows how may other names they set up comes and goes with the same underhand tactics over and over ..starts off all i new but have been following and blah blah blah no i only have one account .. then turns into an unhinged abusive plank…see current terrorwit posts as exhibit a. it rather makes some rather suspicious of the i’ve been around and suddenly decided to post 50 times in a week kinda thing. i trust you are not said poster as they are very unpleasant and the biggest disruptor on any board. i don’t mind honest discussion around anything i post ..sure but it needs to be to the point.

Calm down xenon ..stick to proving that Nanoco is all good and any questioning needs to stop. That is your mission not weird rants i thought.

Over to you.

The other fact is that the prospects of the business have not changed overnight and the forecasts given pre tender are still the same in terms of the organic business post tender ..if there has been a fundamental change in the prospects that were valued at very little a few weeks ago perhaps you could let me know what they are.

The explanation is markets are illogical..

Facts you don’t like are spinning things..i get it.