Member Info for Markjenn53

Interesting comparison with Gametech
imo Leap far better content especially virtuals
Gametech 9mth accounts to Sept 21
Rev $90K - Loss $9m - Mcap $77m ( £60m)

Leap revenue (license only) to Dec 20 was 1.2m Euro - Loss 47k Euros
License revenue to Dec 21 will be in excess of 2m Euro's
( Revenue in Fralis unknown)

Make your own judgements on what Leap is worth

Also Kierewiet, I thinks part of Leaps business model may become similar in the near future

Its the Fralis accounts element they are taking about, which to my understanding is the actual gaming revenue

The leap Ltd accounts (licensing fees revenue) are available and are all in order

I would say given the fact Ed said in the interview they are working on it now then yes
and that a Leap Gaming Ltd has appeared on companies house
Timescale
Who knows

double negative ! must stop doing that
NL last figures were
Loss to 31 Mar 20 - £541K
Assets at 31 Oct 20 - £7.39M
Raised oversubscribed £14m on 31 Mar 21
Previous raise was £3m

Yes we should get some Northern Leaf figure soon hopefully
They are due to file by end March
Last figures were for end March 20, filed on 17.3.21 and in the FFWD Rns 1.4.21

74 posts of utter ******, a new record I think
Actually 75 including this one

I think Ed will see Leap out, if he doesn't buy then after saying he really wants to but cannot, then all faith in him will be gone regardless of Leap result

If he doesn't buy imo he will head off to his new project

I hope so too
Imo only major downside is we get £9m or less for Leap
Cannot see that happening
Also happy to wait while yooma, lgp, eurox and swb build

Whilst still being underwater, I am glad the lions share pf my pf is in Seed, its complete and utter carnage pretty much everywhere else

Leap Ltd accounts won't be out until probably Aug, that part should be good, it is only thr licensing revenue tho
2020 doubled to over €1m, they have stated it will more than double again for 2021
The rest (unkown) is all hidden in Fralis, which is where all the employees are and gaming revenues

Gotta worth 20m at least
12 new deals in 21/22 including Relax, Comeon, Playtech
Greece License
Licensing revenue up from 1m to at least 2m in 2021

In theory
20m on adjusted present nav = 14.74p
47m (the magic worth a 100m overall) on adjusted present nav 27.41p

Worth waiting imo

Nav just under 10 now based on last accounts figures (ie Leap 9,m) and up to date sp for lGP, Yooma and Portage (ie on there knees)
So still a decent upside eventually
The market is either not counting the Leap 9m or ignoring pretty much most of the rest of the pf
If we got 20m for Leap it should provide a decent upside

Not sure exactly how it works but in the previous year LGP spent 1.8m on R&D and got incentives and grants back of 3.3m

Yes I noticed that
Doom and gloom
Nothing factual

Maybe if they had been in sng, odx or poly then they really would have something to moan about

Agreed Factom was a dismal failure - may see some money back at some point but certainly not £6m
I assume then various are trapped in the late teens early 20's
What I do find surprising (yourself excluded Mat from what I have read here) is the appearance of a lack of knowledge of most of the Seed pf, what it is doing and how it is performing from the seasoned folk here

For the record - 1 1/2 yrs, highest price paid 14p

I am intrigued by the people who have been here years !
I assume you all got caught in the 2018 20p range otherwise it does not make sense
If you got caught in 2016 in the high teens, you would have got out in early 2018 when it was in the 20p range
Personally i would have probably took the hit after 3 years in Mar 2021 when it was 14p ish

They have found a part of it Mat

https://businesscann.com/vitality-cbd-blossom-and-myo-plant-nutrition-available-on-ebay/?utm_content=157754848&utm_medium=social&utm_source=twitter&hss_channel=tw-1240678043468922880

60 products on eBay now

Yooma are predicting $5m for the quarter, lets see how close they get

In fairness my typo was £85 million out !!
Yours was only £8.5m