Member Info for leew

Super mouse they brought $1m BTC in the treasury how are they going to be £1m down? I mean the BTC purchase was not great and I hated the placing for it but come on you need to have some perspective on what’s real and what’s not

Not sure on that billy lol, but some of the positivity that has been portrayed in the past has not seen the light of day for a year 😂

Billy, my update was just that my “requests / observations and clarifications on material items” was passed on an I have had confirmation it has been.

I suspect there is more to this than meets the eye and it’s not GST is delisting but without the plan being out in an RNA it’s having a detrimental affect on the SP for sure.

No one is trying hard to sell the shell value? Some one stated a figure for yearly listed costs, which I don’t agree with so was highlighting maybe they got a shell value mixed up with yearly listed costs as no way on gods earth do GST pay 500k a year to be listed.

I think you mean a shell listed is valued at 300-500k market cap not it costs that a year to be listed. Jesus where do people get info from

As for the displayed spread now it’s comical

Audavid,

I had sent something to Tim early this week and yesterday which was for the BoD to remind them of what the word material means and the lack of m arterial information in the RNA’s on the positive side, given the RNA’s always have a 1 liner in about positive aspects “as soon as possible” so their must be a plan that materially affects the company value but its not communicated for some reason.

I have had confirmation from Tim this has gone to Ton today, it will do nothing as no request for communication ever has but in the circumstances now that communication is never more important from a legal perspective so it was important for me to have acknowledged evidence it has been sent on / reviewed.

Let’s see what the next news is as being cynical I have an opinion based on the lack of detail but we will see. GST is not going anywhere that is not where my cynicism is placed :)

Let’s see what the next news is, stopping the existing service months earlier than needed with no real detail was interesting and like I said makes strategic sense if they want MiCA to progress it, we are just lacking the plan and detail on that process. If we get given a credible plan / alternative and/or viable alternative it will be interesting.

Talk of GST being finished is not credible given how many different streams they have, although that’s been one of the issues I would say.

Let the news decide not AI 😂

Well it’s a new dawn , a new company, let’s see where we go in the short, medium, a and long term

Nero, if it’s not their ambition and that’s what’s been said in an RNA it’s a big issue hence some of my communications I am now asking for confirmed delivery to the BoD.

It’s very disappointing on the comms front but action is always better than words so we need to start seeing action, “as expected” “soon as possible” “plan to” etc are no longer terms the BoD can use in my opinion as these have not come to fruition so investors need detail and the BoD must have material information available that share holders need to be able to make these statements so start showing them.

Like I say we all know about the company communication strategy as that is not new, but at some stage it probably becomes prudent to change your strategy.

I should say that we might be in a news heavy period based on all the loose ends but let’s see.

Deacs, anyone who is not invested and stalks boards to provide negative comments are not worth the time so if they are, or are not enjoying it, is irrelevant. Imagine not being invested and writing 1000’s of words in a day about it!

I messaged Tim a few days with a request that the email is sent to the BoD and I receive proof of submission. I never received a reply, which historically has meant an RNA was on the way, and it was.

However I have followed it up with some points and again requested this goes to the BoD as I want a paper trail so if I get acknowledged I will let you know.

I actually understand the move today, but to leave the positive aspect of MiCA as just a one line “as soon as possible” was not acceptable and a very poor communication.

I have a few very cynical reasons why it could have been communicated like that and early than needed but the near future will see if I am cynical for good reason lol.

It’s been said by many people many times that the communication is poor and that’s an understatement, but they have duties and these duties need to be communicated given the material difference these subjects make to the investment case.

BAKE has not made revenue since it was taken on and ultimately MiCA is needed to turn that around. It’s been mentioned here it makes not revenue so short term its not shutting off a revenue stream, but without MiCA it won’t grow so like I say strategically it makes sense but the lack of clarity on the MiCA status and plan is very poor with the words “as soon as possible” not being sufficient and I have already communicated that this morning.

If your taps not running water, turning it off to fix the problem is the right thing to do but, you tell people how you are fixing it and timescales involved

Strategically makes sense, given lack of revenue generation from it but would want more info on the MiCA strategy which us missIng

I won’t predict anything as the costs can be hugely varying so when you set out the costs for the original claim and then the increased claim under the same mechanism using AI, followed but the indication of a placing it’s misleading,

How about this summary,

No one knows the costs to GST, because no one has seen the contract between AVL and the defendants which would set out the terms of the arbitration and the costs for that process accordingly. Then estimating how much GST did or do not pay for legal fees above normal process is impossible 👍

Stick to AI, if you believe everything you get out of it, based on the inputs you put in that’s up-to you.

Wow generic AI, or loaded AI questions, has been in full flow the last few days always on the negative side although when you shorted GST and admitted it then it’s hardly a shock your AI view is negative as it suits the narrative lol.

I lost interest the second I saw the estimated legal costs for arbitration lol, most people go to arbitration to avoid legal costs to some degree and for clarity the last one I was involved with as a company cost us internal time but no external legal costs other minimal process related costs.

Anyway I won’t comment as negative AI is king plus I need to watch my recent bet go up another 7-9% today at a guess.

Yes I would look to bring it back into the new group, which will have enlarged access to capital and ourselves or find a new buyer. Only disappointment from today is I would like to have seen some adjustment in terms that meant a bigger down payment to us so that the share holders who are on the split out got some incentive for waiting for them “again”

Almost irrelevant as that investment decision point was last year so ROQ is all about the RTO now, and worse case in the future the discussed assets come back into ROQ stable, which technically increases the market cap as the spilt out reduced it.

It’s only time and we can all look forward to the RTO

Something, someday will happen mouse.

GST have many pillars, in many jurisdictions, when in reality 1 successful pilar in 1 jurisdiction makes the company.

Let’s see, but would not be surprised to see an unexpected pivot again but let’s see. At this SP and positive announcement would provide some great uplift,

Even trump does not know if his comments are true one would assume given the constant changes in direction lol

Well GGP paid off quicker than expected with the trump announcement so happy to keep that all there now and watch the march back up, although given the nature of the markets I will again top slice on the way up on that one.