Member Info for LtdAxis

This mornings RNS

https://www.lse.co.uk/rns/TSP.PL/bitcoin-treasury-policy-ckgzn3l8033kugl.html

According to website CHP have 28.82% of Igraine

Website updated today to show ALBA investment.

Presuming all other holdings are also up to date.

0.0074%= 500m shares

I think 0.74%….or 0.074 %!

Lots of zeros flying around with this many shares in issue!

Decent rns from igraine ( I think we own 25% +)

Added some more . Seemed rude not to !

It would make sense …and presumably more straightforward as our investing strategy is now specifically the ‘financial sector ‘ .

Redwood Bank toyed with idea with MODE ( one of our investments ) although that one didn’t materialise ….

Comments to trades ratio ( as per usual)

Total value of trades about £1.5k.

Says it all.

Joe: Northcoders bid down 0.14p…hardly rubbish

In the RNS they say 'we understand' it is ( the award of the licence) imminent. So it's our understanding of their understanding of the word imminent.

I would say any day now, and the golden opportunity to accumulate remains for those on the ball

Rick: It is one of Caledonian Holdings bigger investments...and therefore if it does well all the better here. It's not irrelevant to discussions on here!

'Stop the cross ramping we’ve only just started here 🤦"

Northcoders are one of our bigger investments Rick

Yes I added some CODE yesterday JB.

Looking good here all of a sudden

New Allenby research update

https://www.lse.co.uk/research/ENSI/allenby-capital-ensilica-plc-update-vf95le5qzjvp88p.html

I believe we still have about 600,000+ shares here, although they really need to update the holdings page. Should be live in this day and age.

Https://www.lse.co.uk/research/ENSI/allenby-capital-ensilica-plc-update-vf95le5qzjvp88p.html

The curious thing is why we are now lower than before the RNS with the Alba investment

We can work it out . Ask price is just below the mid price that’s all and why buys are showing as sells .

Currently 0.0351/0.0367…mid price 0.0375….so everything will show as sells except the small trades MMs push through at range price

On the up. Decent rns. This one should be way higher . Currently worth around £250k if we haven’t sold any .

It was before Jim McColl !

Good call …although now expect it to be 4.5p by Friday 🙃