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Using the current figures, I get the following calculation again:
Current NAV USD 297.5m which corresponds to GBP 237m, divided by outstanding shares 177,369,520 I arrive at a NAV share price of 1.3360 vs. market price 0.9250. Discount of just under 31%.
This is a bit wired...how many kr1 portfolios are on cointracking and which is the "real".
heres the other one not updated one:
https://cointracking.info/portfolio/kr1
I can confirm this, if you only add the 10m GBP at TIA, you end up with over 1.10 GBP
KR1 NAV
198'000'000.00 / 177'369'520.00 = 1.116
However, since TIA is by far the largest position and is still locked, it will probably flow into the share price at a discount as an illiquid investment. if there were a real crypto boom, these positions would also be traded with large premiums. there is a lot of potential in this stock!
Good morning gentlemen
does anyone know how up to date this portfolio is, it seems to me for example that TIA is not yet up to date.
Thank you.
https://cointracking.info/portfolio/kr1
This is crazy, the share price is hardly moving. mid price 92 vs NAV currently at 118.50. here is now a discount to the NAV of almost 25%
Unfortunately, these NAV updates are always delayed by a month and, given this volatility, are actually pointless at the moment. if this information is correct and reliable:
https://cointracking.info/portfolio/kr1
KR1 NAV
179'448'000.00 / 177'369'520.00 shares = 1.012
the current NAV would then be over £1. is that correct?
You can use the money to buy christmas trees. it's your company. apple has billions in its account. why don't you buy a share there and try to persuade them with lawyers to pay out everything to the shareholders as dividends! The company has no obligation. when i buy KR1 i buy one thing above all: KNOWLEDGE. i think George and Keld are better at investing in cryptos than i am. Their track record in the past has been like this. and if it comes to another crypto summer, one thing I certainly don't want is for them to pay money as dividends to shareholders!
As you apparently don't know, KR1 is not a crypto fund. it is a digital asset investment company and can do what it wants with the revenue. on their homepage it says what they do with the Revenue from Staking Activities: the generated revenue is used to offset operational costs and to fund further investments.
At best, it is difficult to assess because TIA can only be diagnosed after a certain period of 12 or can sell in 24 months and therefore the current price probably does not reflect the share price 1:1. the position is now worth almost $50 million. The NAV at the end of October was 80m GBP and TIA was not even in the largest 10 positions. (i.e. valued less than the 10th largest with 1.2 million GBP) Market cap today is GBP 105m and the markets should be better than 1. At the end of October and 2. TIA is worth at least 49m USD more. If these values are correct and please correct me if I'm wrong, the share price is massively too low here.
Looks really interesting this stock! I do not get why the stock came of from 73 to 57 in just a few days while celestia is even higher?
Thank you very much.
750k is not huge but better than a sale
"Horrocks has now upped his stake in ASLR also."
WHERE DO YOU SEE THAT?
Where do you see that?
I think it is difficult to say right now. I do not have a clear picture of the financing and dont foget that Asimilar is still part of the gamehttps://www.morningstar.co.uk/uk/news/AN_1583327763737230900/asimilar-seeking-approval-for-sentiance-stake-buy-and-aim-readmission.aspxWhat I heard..(but thats more guessing of the market) they expext them to get listet between 1 and 3 GBP.Any other thoughts?