Member Info for NelsontheDog

Holy Moley RB,

I hope you are taking some profits as we go forward. I thought I was fully vested for my own sake in this coming good, but your position has doubled down my hopes and belief for this share. I was rooting for you anyhow by proxy, now I am even moreso - one of us loosening the shackles of everyday life is certainly a goal I can support!

Good Luck RB and good luck to all!

So a theoretical $4.6m value at this mornings MODE price x 125,000,000 tokens. Not shabby for this stage.

I could live with that

I invested for the esports but will freely admit that is a long gone tenet for holding this share. However I do hold some optimism (albeit from a fairly uninformed side) as to the PENdulum prosects of success.

Just putting this out there -i suspect there are a few others in this frame of mind who may appreciate a post that isnt so negatively framed.

If I didnt have a whiff of hope I would sell and move on...

I am happy to see that RNS. THe dark dark days arent over as yet but there is a glimmer of light growing on the horizon - the Vela investments reflect the state of the market as a whole where lack of liquidity in the market has felled the SP of many tech based shares. I am optimistic in H2 of 2024 as market sentiment hopefully returns (with interest rate drops?) and II money peeks its head out to look for growth shares to improve their performance.

Vela way too cheap against assets on that backdrop of optimistic market recovery - thats my current view but I still havent bought - just feeling happier with what I havent sold at a loss.

If I didnt have a stake however, I would definitely have this on my radar.

Thanks Mikie

Who can resist a snippet of plant p o r n!

Very simple, but in a nutshell tells you of the technical skill of JLP to design this, the potential and the sheer scale at which these guys are capable of transacting - love it.

Cmon Roan!

Ragnarr is by far and away the best poster on this board in terms of info imho but not sure he has a preference for sharing his or indeed any price predictions. Now that you have asked SlugMum, why dont you kick things off with your 6 month price prediction for Blu?

Thanks Snowroll

That article was dated mid Feb 2024 and says "Scheduled for a Q1 release, Pendulum’s Forex DEX leveraging Nabla’s technology, is set to bring Forex trading onchain and improve stablecoin utility for the Polkadot and Stellar ecosystems. "

This is Slugs key concern I believe- we cant rely on the timelines - Q1 is gone and not only isnt it launched, there isnt a revised timeline for its release.

Excited by the tech here but tempered by the challenges SP and Pendulum have in keeping timelines. If i have got the wrong timeline then will be happy to be corrected.

Personally, I think we are getting close, but rather than having to dowse for this information they could give us better comms.

I still think we are a couple of years early for takeover. People will want to see proof of the pudding - we have barely started the module model and we have Roan to showcase yet, if not another refining capacity after that.

The case for takeover, if copper remains on course for the supercycle being anticipated is strong - what would supercharge any appetite for takeovers once JLP is proven is whether finance or access to resource is a limiting factor to future expansion for JLP - if the answer to that is yes, then its easy to make a case from inside a cash loaded entity as to how you would accelerate the profits to be made.

Cmon Roan

Personally I would be delighted with 10p by July (reflecting this drill findings). That would form a very strong SP platform to then stretch out further depending on the resultant Paradox drilling, Paradox gas & oil to market achievements, the impact to reserves, Hydrogen drilling, any farm in news (and its impact to our finances). From that 10p ish, I would be very optimistic we can layer out an operational programme that would see that rise to 30p to 50p range in the medium term - 1 to 2 years oprational in that no acreage or agreements necessarily required - its already within the assets of Zephyr.

I have to say, thats more than good enough for me from a 2p start point though I will most likely be slicing and taking profits as we go.

Heroric,

Your over exaggeration means the point you rely on is missed. JLP are producing copper (the 300mt per month) but this IS less than we had hoped for with the full Roan upgrade.

I cant believe you doubled down on the no copper missive when corrected - either qualify your post or I will report as it clearly mistates the position here.

Reassuring RNS from my perpsective as it demonstrates that;

1. PAT is not a one trick pony - as well as the litigation we have multiple other developments underway.

2. As per above, the share price is arguably supported by many other assets that Bhukia - what element of the 7.25p is for this element?

3. Mark is a talented boss - his deal making appears to be very good indeed. I am happy to put my trust in him.

Im guessing our next Paradox update will be CH vid on twitter from site - all id like to hear is " we are on or ahead of expected drilling timeline and maintain same outlook for 30 days". If its an RNS it means there is probably a wrinkle or 2 developing - unless its linked to other associated infrastructure at Paradox news.

Nope - Just giddy with excitement.

Whilst my aim in investing is to build an annuity income stream - effectively earning "while I sleep", it can all seem a little dull at times but Zephyr aiming to drill a new field into play in the heart of the USA is worthy of tuppence invested as per the Mary Poppins song.

During the current and next few weeks, when I am sleeping, when I am working, whilst I type this missive, there is a motivated, crack team of action mean and women drilling - day and night in an area that hosted outlaws and ne'er do wells only 150 years ago. Truly exciting if you stop to give it a thought. So whilst there is no news I am thankful for the privilige of being able to be a part of this and may even break out some Country music as a backdrop to enjoying the wait - who wants to feed the f*cking birds anyhow!

Ian

There is a space, a window of time, in which your hypothesis fits and as such it is one view of what could happen but as with all nefarious dealings, it is hard for us to see what is the wood and what are the trees.

If they are going to push out a takeover here, we should find out soon - all that hard work of dropping the price could be undone by the drill bit in the next three months.

Personally t/o or drilling - this share price should rise in the medium term imho.

Frog, but in responding in kind you also look like a rude person to those outside the dispute. You are allowing GR to decide your approach if he is the poster drawing out this response- in the last few post youve used abusive and insulting language yourself.

My summary of the last few hours - Investor shares his workings and extrapolated forecast relating to the financial hydraulics of this company and its share price. Then with polite language the most astonishing and blatant condecension to this sharing, attacking (via sharing their view of them quite literally as children!) the person and the attitude rather than the maths and the extrapolation. Then they are asked to respond to the maths and Kalan says this request to respond to the maths is bullying!

Come on. BB we share views, research, its up to the reader to put their risk / negativity / realism filters upon what they read - they can even share it for good BB contributions.

Play the ball and not the man.

Posts representing both ends of the spectrum in the last few - I would suggest we are somewhere between-

Yes the assets have reduced somewhat since end March, but the discount to NAV is still large. Hence my positivity around the share buyback scheme.

In terms of who would buy - 1 do people think assets are going to rise? General view is there will be a run up this year / next year. 2. The business is sound with staking returns moving sizeable cashflow back to KR1 for buybacks and investments.

Personally I remain a buyer here.

I agree with posts overnight, the processing offer to smaller miners is superb - other than the small miners, the biggest fans of this will be the government as it allows local owned miners to start up with less capital (you just need to dig) and in doing so takes away the positional power of the MNC miners. That goodwill should see our future expansion green lighted for future refining capacity and adjoining territories will be looking at this with great interest I would imagine.