Member Info for NelsontheDog

Im my past life as a closer in a MNC of deals - a good minority interest often isnt consulted in the initial deal positioning and once adversarial over the line is achieved those minorities can then gain a better than expected result to not block the big boys interests - that can be in the deal or in future collaberations.
We were supposed to report Monday and then at last minute delayed for the week - I wonder if the 8% holder is playing a strong hand this week.....

Like your targets Suthy but more so like your thinking. Good point in your posts is this may be more than just a results "ta daa" to the market. The characters involved and the almost three months of commercial positioning could provide the fuel that after ignition take this well beyond its otherwise expected orbit on good news alone. The delay from Monday for me is because they are still concluding commercialisation deal - hence my till now private hope for a big blow out and moe in line with your way out there 1.8p target.
If it is a deal being finalised the RNS could happen anytime.
GLA
NtD

Thanks BigDave and Hereshopin for keeping my feet planted on the ground. Going back to read Suthys posts now.
Just putting my demand side requirement its 2.5p without any EUA help - as good a comment as any given we dont have any basis for forecast other than speculation.
I hope its news tomorrow - end of the week feels to far away
GLA
NtD

Suthy and Jones - my favourite valuation analysts.
Other point to make is that even now i dont think we are on a lot of radars - certainly the perfect set up for a dramatic rerate!

I dont really know - but the mcap is what i think is so exciting - 1p is circa 12om mcap - not that outlandish. Imagine if the commercialisation is going to lead to £1bn revenue p.a. - 8% is £80m p.a. - not too outlandish a valuation expectation - and its 8% of revenue so all profit for us.
aimho
My sensible head says thats too much, but 120m mcap for an investment firm with a rock solid annuity stream seems v cheap!
GLA
NtD

Magnum
Might be something in that but I suspect its rather the naughty peeps reacting to the site dropping than causing it. Certainly had same issues on a couple of other hug your mummy scary days on the market - but i suspect thats because we are all logging on.
Keep rowing!
NtD

The emphasis being on the quiet element - confidence growing!
I am sorely tempted to take profits in a slice here but havent as yet and tbh i hope i dont weaken here as all the trail of comms says this is a winner - its just the size of the win thats up for debate.

I have two Rodney shares (this time next year Rodders) this one and EUA. Shaping up to be an exciting September if not week! Next year coming early i hope. I thoroughly enjoy reading the forecasts proferred (no-one really knows) but revel in dreaming of life (or for some wife) changing wealth - lol. For me, making over 50% of the cost of a property near my ageing parents and Brothers families as a second home is the current goal - both shares need to do me proud! Sure everyone else has their own targets and desires - GLA
NtD

Hi Ian
I havent taken a guess prior to now but 8th September is a big birthday for me and a 7am RNS detailing an outright sale of £8.88 per share would allow me to give myself a very very nice present. Got to happen otherwise its just socks for me!
Thank you Ian for all the time you have spent collating the guesses to date - very much appreciated.
GLA
NtD

Sorry Botak and board, -
I missed your post and seem to have hacked away at some similar themes - uncannily so in fact - its true though - these guys are a rare find.

This RNS portrays such a superb example of business acumen and how to play a rising market by picking the winners.
KR1 stake 5000KSM and already have bought back more than 5000KSM from the initial MOVR coins rewarded to them. So we still get more MOVR returns and can now further stake an amount of KSM more than equivalent to the stake - winner winner.

The boys are the crypto equivalent of Buffett and Munger - keep it simple, invest rather than trade and like Buffett / Munger I really think they enjoy their work. As such I reckon this is a company to buy and hold just like early investors in Berkshire Hathaway. Similar to Buffett our two chaps seem content to let their business do the talking- they dont need main listing and a quick gain in their wealth immediately- why do that when they already have the wherewithall to create a massive increase in wealth over time and control the hours of work, location, nature of that work and how they go about it? Ask yourself this - what do the two of them get by LSE listing that they dont have now? The listing simply accelerates our investor return in the short term - in the long term we get there anyhow - I have a feeling these two look to the long term most of the time and probably have enough already to live a good life whilst theirs and our HODL rises. Only need to get the money quicker if you dont plan on hanging around and I suspect they love what they do too much to walk away - I hope thats the case anyhow!
GLA
NtD


I really believe that this company more than any other I hold has the power to boost my "wealth" to an otherwise unachievable level - that belief is directly down to how these guys conduct themselves - big big fan.

Thanks ICB888 and agree TheeDuke
Satoshipay is a free ride in this share price imho and could trigger a massive rerate depending on the prototype reception and time to the subsequent real deal roll-out. FOr the first time in many a while makes me excited to be holding this share.
GLA
NtD

Asterisks were for the legitimate use of re tard

Agree we still have a discount. Imho we aren’t yet a bau share due to the debt swap shareholders. we are now not priced to fail but equally not priced to succeed as the assumption is that on reaching debt swap price circa 90% of shares will change hands and ****** the expected upside for a while. However once they clear share price should boing!
So closer we get to the 3.xxp debt swap price the better!

II's dont throw their money easily, even with Cenkos involved imho. If I were an II i would need to see an outcome for at least 1 current compound before I put my money into future development plans - I would want to see the evidence of future returns. I reckon there is a deal for 201 or 301 with a good future profile but little or no upfront payment - shows prospective II investors we can do a deal but also expalins the need for more finance in the short term. Looking at my original invstment case, it was a strong appeal that no new funding was going to be required. The cash cutting done by Suzy was impressive and showed leadership. However not all good operations people are good negotiators and I think the flawed trial history of VAL 201 doesnt give the free ride needed by a green team to get the learning done easily.

Anyhow I hope there is blockbuster deal round the corner but the need to lay this new strategic path of capital from II's now leads me to believe it will be a jam later deal - i just hope its a cracker of one!

as my gut feeling is I cant trust this BoD to act in my (small investor) interest. Suzy too excitable / bad poise (when we initially rose last year and also in promising an action packed year - you cant then follow up with I have been busy ffs), Poor Cenkos deal, clear alluding to further warrants etc (which I as a small investor will not be invited to partake in) but most of all - failure to score a deal that would allow the capital for the future strategy and blatantly going forward anyhow.
I have about 10% of what i had still here and sincerely hope i am wrong but I am getting to be old and generally when I feel uneasy about a deal / strategy I should listen and take action.
GLA
NtD

OK - so Cenkos is simply a broker deal and a desire to hook some II's to provide the capital we need for growth.
I have to be honest this latest episode is making me very uneasy. In the Q&A Suzy is divorcing the deal in progress from the future strategy for which she needs funds - therefore I assume 2 things: 1. The II's will be invited to placements of shares or warrants in a similar vein to those we just offerred to Cenkos - dilution; 2. The likely deal for our 201's is likely to be far more
jam later - back ended with a smaller upfront payment (but dont worry, the II's are going to provide the short term money needed).
I feel like we are being told not to panic whilst the managers ready alternative finance in order to hand out a coup via warrants and dilution to the current shareholders - anyone else have a similar feeling?
NtD

Team Hans,
Maybe the 6 is a clue to what cenkos are going to do - maybe val buying pyc - great fit for the new strategy and for pyc in getting pharma leads? Easy pitch to woo potential drug candidates - best analytics, great pharma peeps? Would probably enhance both companies?

A long way out on my imaginary route but could cenkos run a fsp for 201 and warrants are protection for if a company buys out val as a whole whole the process is in progress

I think we have further news to come - If someone appears to do a bad deal who you believe to not be an idiot, then its worth a further look to get a wider picture view. I reckon we are selling 201 to highest bidder in a formal sales process or selling the whole company, but thats pure speculation.

Thinking further on Cenkos as a broker for deals - are there two deal offers forming and Cenkos to broker the deal evenly - warrants make Cenkos have skin in game and it becomes no win no fee and we get prime representation?