Member Info for NelsontheDog

at this price. And we still have Acala Astar and Clover to go live which will further improve the assets valuation. I will add when ever I can find funds at this sort of discount as I dont believe it will last. If Polkadot projects pump this will gain a lot of attention and that discount will be reduced.

Additional parachains to add to Polkadot throughout the 1st quarter and as such I forecast that we are going to see a big re-rate here and that is excluding any Eth flipping hype (though I also expect a lot of that by the end of this quarter).
GLA
NtD

Seems there is positivity here on DDDD beginning to overcome the negative. I am very optimistic that we are going to reverse the trend this week and beginning a new upwards trajectory.
GLA
NtD

I dont know the history here, but i think that filling a board with taunts and insults to someone who has already shared that he is dealing with a personal crisis is defo in the top 1% of sh8tbaggery things you can do in life.
I am embarrassed to have just been party to it by reading it, let alone being the contributor.

Duke, when you do come to catch up on board, I hope you realise this is a unique and strange individual view - the majority of this board and indeed people in general wish you the best - this has nothing to do with being a major shareholder - just normal human behaviour. Take care and hope to see you back posting and on form soon.
AtB
NtD

And similar sized stakes in Acala and Astar to come soon. Expecting a big rerate tomorrow - if not the buy button is going to take a hammering

I seem to recall the journey from 6p to 15p was quite good fun. In fact we went over 20p 3 times I think - can you imagine? I'm sure you can.

Yep - each penny is circa £0.5m market cap - tiny for listed company. So the rise today of 6p is £3m - sounds a little less racy that way.
Hoping we can reach market cap of £30m this week - more if we get positive news.

GLA
NtD

Sorry Phil I was a little unclear - investment in specific areas = drug development and trials

*orwk = work

I saw a post on twitter stating its hard to identify the bottom of the trading range for DDDD because we dont have any income at present. Whilst that is true, I would expect a risked view of the assets would therefore allow a floor price to be estimated. The assets in question are our 2000 patents and our investment in specific areas.

Does anyone with more of a pharma background have a view on the value of these items fgrom which we can derisk and try and ascertain a NAV? All subjective but I havent come across anywhere.

I think we need something like this to address our freefall - the implication of no revenue otherwise is we drop forever. We need a fulcrum from which we can leverage to turn sentiment here. I would hope that the company would owrk this but in their absence maybe an analytic PI could show their workings and we can promote to drive this point.
GLA
NtD

Each results cycle gives oxygen to this share and with what we hope is a backdrop of rising prices, the hope for a re-rate to this share - either in the run up to results day if we are lucky, or, on results day more likely.
I am hopeful that we will rise to results and may break into a new, higher, range of undervaluation till the next results...
GLA
NtD

Trying to get a lower price here could cost you dearly. If you can get in at under 16 as we have been consolidating in this 15 - 17 range (for months) is a great entry imo. We've been consolidating here for some time and whilst there may be another dip to 14's if you are lucky, we have growing eps and fcf and as such guess which way we are most likely to move over time?
Up!

Personally not stressing over the day to day here - the broad direction of travel will be up barring black swan events based purely on earnings expansion. The speed of rise will be dependent on whether our P/E rerates upwards to reflect an accelerating timeframe in exploiting our IP rather than our operational progress.

To post here trying to drop price can only be to disrupt and cause uncertainty - either a loose fragile ego, or more likely a desire to gain a lower entry. Either way only affects the short term and good luck to you. This board is free for all to post and having a resident with a differing view is no bad thing - more power to your elbow as they say. I dont think the JLP regulars here are for selling - quite a resolute bunch from what I have seen over the last few years.
GLA
NtD

I have been invested here since tipped by Simon Thomson in 2019 - took profits when it leapt to 100p but I have been pretty disappointed in the Share price since.

Despite the dividend and many really upbeat trading updates, the share price does not reflect this. I think I am going to see what occurs in the February results and make a decision to offload then if we dont see a little more share price action.

NtD

No idea, but he buys often and I read a few boards he frequents and he has previously declared - here I believe - that he is lurking just under a declarable position size.

A lot of early investors are sitting on a 300% rise and as such are topslicing as the SP dithers here. I havent as yet but I never blame anyone for taking a profit.

I suspect there are an awful lot of bullish posters here doing the same in the background - not everyone is all in after prior bad experiences or strong risk management processes. As long as Duke, Viera and Iceman (and any other sizeable position holders) remain positive then all minnows like me can slice with no real impact to the flow of the SP.

Each to their own - personally I am strong here - mcap still very low for the esports opportunity alone which keeps my worries at bay whilst I wonder at the Pendulum opportunity.
GLA
NtD

I have averaged down a couple of times - going to wait before next (was really tempted this last week or so and then look now). I take heart at the director options tbh - it hopefully places a floor - I was beginning to worry about funds and possibility of a raise being required, but I think if that was imminent the BOD would have waited till then for their options. Board need to find their voice and exude confidence - not seeing it yet but as soon as it appears I will do another buy - imho there is a lot of value here.
Gla
NtD

Stellar as a payment solution is liked by banks though - both central and corporate. It is definitely not a dog meme...

https://www.glasblaeserhof.de/ukraine-and-stellar-collaborate-to-develop-digital-currency/

Apologies Crawshaw (and all) - you are correct - getting my terminology severely wrong - apologies.

IMHO There is a strong case that the Stellar Network may bid to bring Satoshi in house. Pendulum and Dtransfer will be key parts to the next phase of their growth. I think Stellar is v interesting stablecoin - much less abrasive than others - has certificated standards from the real world and in the past has been linked to a Digital Euro process. If you are a stable coin it makes sense to be nice to the existing fiat protocols. In its part the Euro could take a digital currency lead via Stellar - of the banking giants that would upset, a significant number are in Switzerland and London so it could be appealing for Euro.
We will see but suffice to say this isnt small - to even have a peek in the door to all this is a huge opportunity and at this price worth a punt i reckon still. Oh and I bought in for the Dynasty guild and other esports - Satoshi was just a hopeful.
GLA
NtD

Agree THG
The market has vastly risk reduced the Arcadia asset. So we are now sitting almost at NAV excluding Arcadia. If we drop further therefore one could argue it’s a good value play - with Arcadia lottery ticket attached for free. I think we are therefore now at the bottom…..

100% agree rate groove - no rns compliance for big falls - obvs PI’s don’t need protection when they are losing their capital - only those potential PIs who
May buy later need to be protected it seems