Member Info for leew

Yes it’s hard the price the future, but easy to find opportunities where very little future is priced in and see where a lot of future is priced in.

That then helps find opportunities that are either currently under or over valued

Wonderful for these companies to borrow money to buy £x millions of assets and for investors to think it’s then worth £xx millions the next day but factoring in the next ten years of asset growth is madness.

We have no doubt all made money on these quick gains but in reality it only benefits the people in the first couple of placings as they know the stupid valuations get them out.

To buy BTC with your own generated cash from your cash reserves seems a perfectly sensible thing to do when you are in the sectors GST are in so for a long term growth strategy I am really pleased they have this as another option.

In the DOT Com boom everything was great till 95% of the over promise under deliver was not. The small % of the genuine companies went on to do very well, hence I trade the dross and the invest in long term what I think wins, hence in GST

Lol, I really now understand why they recon most traders / investors lose money.

The simple lack of understanding of information is comical.

In another board I am on they are still asking when the asx market is open for trading, and it’s been known they were joint listing for over half a year 😂

GST is making money, and has decided it will use some of its money and put it in to a BTC treasury. Sounds like a decent play for a company in the sector GST moves in.

Kat, stop being ridiculous it says how they are doing it. They are using cash reserves, or forgotten that already.

Fundamentally they are just moving cash into BTC hence the smaller rise than some expected as it’s not just a treasury like others, which for reference are ridiculously over valued.

This is another additional strategy they are implementing in the world of NEO banking from revenue they are making.

I won’t respond anymore as this morning it was the best thing since sliced bread for you now it’s no good and you will buy back at 0.1118p.

Trade by all means but just keep your narrative the same.

Not making excuse Kat, I have worked in 2 growth companies and I know that the information you release has to be very measured, under promise and over deliver is the right approach.

Kat, it’s called investing in growing companies, and with that you never know all the answers because if you did it would not be a young growing company. If you want all the dots joined for you wait and come back when they are joined.

Massive, they don’t even know what they are mad at / criticising lol. Lets see if the close to July results we go we start to see the 5-20% rises we got last time out.

Most people on LSE momentum trade and when you ask them to consider the company has revenue and a strategy it’s too confusing for them.

The fact they are telling us they are using cash reserves should be the important take away from today, as that indicates the company is making money, but again too confusing for some

Thai should never have dripped much lower than 1.9p anyway in theory so anything below that is a good starting point these days.

Last time it was a lords buy that started the run up to positive results, maybe this time it’s a director buy and a BTC Treasury strategy that starts that run up.

Super mouse, I think we can trust a company who operate in the crypto space to decide when to buy/sell and how much reserves to hold in cash and how much in BTC.

Also it’s investing and given they are receiving revenue everyday from their business the price of BTC going up and down could affect the balance sheet as do all companies who invest (large banks as an example)

GST is in neo banking and just announced a BTC treasury as an investment strategy, that’s hardly a shock.

Zero negative aspects of this strategy, well done BOD and yet another good RNA.

The reason some fell is because of the ridiculous multiple metric applied to what they brought. For instance some were valued at 20+ times what they purchased.

There is no negative for Gst in this strategy as they are an actual company, making actual money who happen to now have a BTC treasury strategy

AIM, 100% agree, a year or so ago I said the snowball had started rolling down hill and they typically get quicker

AIM, the bit that amuses me is they are doing this because they have cash reserves. Wonder how they have got cash reserves when the company is making no money 😂

The RNS says a lot about how GST are doing as it’s not a typical result play where they raise to buy BTC. Here they have decided it’s a good use of money they are making.

Well that’s the out the blue news then.

So all BTC treasury plays can come in here and get the BTC treasury and a business that has just stated it’s got cash reserves. How on earth did they get cash reserves 😂

I love the way we “normalise” growth as if it’s something every small start is able to achieve.

If we are talking numbers I would love to see the revenue increase by 100%, maybe added 25% onto the asset column and see a decent forward looking statement.

In terms of valuing it apply what ever metric you want to the revenue based on sector, growth rate, and any other variable you fancy. Then add in Semnet valuation (or GSTs part anyway), which is easy as a 3rd party has told us what they value it. Then take a stab at what you think BAKE is worth and that’s your valuation.

Now the price is here for a reason, no doubt lack of clarify, but if you do all the above calcs and come up with less than the current Market Cap I would be shocked.

If time proves me wrong then so be it, but I am adamant this is undervalued, and has huge potential and subsequently invested accordingly.

Time will tell if I am right or wrong, but if I can’t sell GST for more than 1.1p at some stage in the future I will be very shocked lol

Closer than I typically see it Audavid but in fairness it’s probably been like that a couple of days so nothing out of the ordinary actually so I withdraw my statement lol

Never seen the spread so close for buys vs sells

Been quoted 0.011175 to sell a lot

Been quoted 0.011635 to buy

With treasury stocks it’s interesting but like most fads, if you everyone is talking about them it’s too late, or certainly at risk of holding for a long time when the markets decide to over price on a m fundamentals that are not sustainable

Well everytime the SP gets to this level there is a desire for stock based on how many can be sold in 1 go.

I think sit back and wait for July is the answer or out of the blue happens between now and results

Kat, yes when I trade I don’t post anything as I am trading it not offering an opinion on a company and typically when I trade I am in for 1 week max.

Interesting to assume what I watch and what I trade outside of GST.

Said it many times there are lots of trading opportunities and investment opportunities. GST is an investment opportunity not a trading opportunity.

In fact for info I was in SWC before it was even SWC by some twisted luck I had when an investment called tether went belly up god knows how long ago.