Member Info for NelsontheDog

Also - Still tremendously excited about the prosepcts of a full NADAQ listing and the effect thst could have on ARGO. From last months vids it seems there is something afoot with NASDAQ - otherwise why not discuss.
2 questions -
1) if you apply for listing, at what point is that a RNSable piece of news?;
2) What are the timelines to get to point at which go live on the exchange?

NtD

I dont get peeps asking for dividend - if you need to pay lifes way - fine, i get it - sell some shares and if you really must they may be ARGO shares, but where are you going to put your money that gets a better return than leaving it with Peter and Co? or their BTC hodl?

Ahoy Mateys & Pacer
If its excitement and adventure you hanker for, ARB is a fast ship but its cryptogold - not the treasure we all seek and the crew may be in peril - aaaaaarrrrrrrrrr!
But fear not me hearty, JLP is a non-mining miner that barring oddities will bloom like the welts on yer mutton musket after a night with septic lil (so i am told captain....). Serious Platinum, even more serious Copper on the rise - aaar you want to be there when she blows - there be treaseure in them thar shares, aaaarrrrrrrrr!

If there is to be a change of listing - I havent heard that there is but live in hope, given the explosion of size for KR1, my hope would be that the change of listing is straight to full LSE market and not going into AIM. IMHO the company has moved past the developmental need for AIM and it shows a much greater ambition more in keeping with the potential gains here to move straight to full market and end up dual listed on NASDAQ also.
I find the subject of valuing this share really interesting - I get the discount to NAV that was here when we joined, but what premium to NAV do you use to reflect i) the income from staking but much more fundamentally ii) the knowledge and contacts of the directors? For me that is worth a 2x NAV price at least - these guys can spot pre-release potential and have the reputation and contacts to put their money in what they want to.
Similarly when people talk of takeovers here - why? If i had the knowledge of our board, why would I want a boss?
I am only a few months in but envisage KR1 being a key stock for me for the rest of the roaring twenties and will try my hardest if ever asked to see current board keep the freedom to create value as they have to date.
GLA
NtD

I invested for the network technology...
...and thats the really exciting thing about this share - all are correct statements. The only challenge for this company is ensuring that each can develop and can get the focus it needs. I imagine at some point at least one of the businesses will be sold or more likely seperately listed to ensure progress continues, but for now there is a lot here.
GLA
NtD

Well played Melissa
I am in kr1 and arb as well. With investment shares such as this , it often pays to directly invest if they sell your favourite exposure. The uncertainty over whether they held arb or not was one of the prompts that made me buy.
All investors JN included will have shares they miss or hold too long - its the nature of investing. But with fintwits and time to research I believe over time I can make a return I am happy with. However, as a PI I don’t have the connections and options available to JN and Vela so even if I thought I was as good a stock picker I still wouldn’t be able to match his performance over time.
Picked vela for the stockopedia 2021 challenge and still pretty sure it will turn out to be a cracking choice.
NtD

Melissa 100% agree your view that we need funds for a follow on to the trial. Explains the need to take quick profit and also the static pool of money we haven’t invested. I would imagine that JN at any time has a list of maybe investments and despite that he has been sitting on this cash - I feel Vela will double down on trial and I am surprised we aren’t rising in respect of that trial - the treatments of covid are unfortunately very investable as it looks like we are going to be battling covid for a number of years.
AtB
NtD

I would not accept a takeover price of less than 100p. Reckon we will be there in next 18 months but the 5 years from now price - £5+.
I have not seen many other shares looking so good and under valued hence to sell I would want multiples of today’s price.
Gla
NtD

Agree on the outlook and sp forecasts. 50p to 100p this year. Long term...... pointless as name your price - we aren’t an unproven tech this is all cash based forecasting - as such we are going to go up multiple times - it’s simply a case of will the sp reflect the cash sooner or later on results.
Gla
NtD

Going to be very interesting to see what happens with this $5bn purchase. It has to be a “look at me” purchase - otherwise you would build the position slowly. I would love it to be apple but they are hugely conservative finance wise (hence why the impact would be huge). However lots of rumour oracle were going to be the next big buyer and that is pretty big too imho.
Never thought I would say this but roll on Monday!

Friday Game I play;
I take the largest share position i have (currently ARGO by some distance)and I take the value of it and see what I could buy. Usually a car or a holiday (last week it was a Maserati Quattroporte in grey).
I have never bought the outcome but its a fun friday game and reminds me this value is real if i wanted it to be rather than just a number. I suspect for some of you houses, ski chalets, boats etc may be possible.
GLA and enjoy if you play
NtD

Agree Gladiator
The initial comment was that Argo would allow the holder the power to fulfil their goals / beliefs - lets focus and celebrate that part.
If you want to pat to educate fine: if you want to fund a party to scrap privately funded schools fine. The point is Argo is building for us its shareholders a wealth that will allow us to exert influence on how the world works - fantastic!

Yes - thats exactly what happenned with ARB on its OTC listing in the first couple of days.

Boooooooooooooommmm!
What a fantastic few hours - have a look at the KR1 daily chart its a ramp up the like of which i have rarely seen. Sure there may be consolidation, but i am happy to hold for the year and see what happens.
GLA
NtD

Well I managed to find some money and add to Duke today. After the past year I believe Duke have shown a strong resilience and as such I am moving from the risky categorisation i had it in (due to its small size) to steady.
Hopefully with vaccinations and tests the economy will soon begin to open again. Dont wish to deramp my own share but I wont be going on a cruise any time soon. It only takes 1 positive test from all the passengers and you get a paid for week on a prison ship alongside equally unhappy peeps - if i want that kind of chat I would stay at home and go to the ODX BB - lol.
GLA
NtD
GLA
NtD

I am not that smart - but i am invested here and will remain so. :)
GLA
NtD

Agree LEAF irrelevant. My investment here was based on the e-sport scatterred exposure - i think esports will grow from here and we are in very very early. For me, Satoshi pay could be the bonus, but given its history i dont think I, or for that matter the market, has priced in much on that side - therefore positives there could really give BLU a shot in the arm imv.
AtB
NtD

Dibs
Not sure around bubble bursting - once TT and contract signed, then from April its £5m contribution per week - that is cash flow at that point so i dont think this is a bubble - rather it is speculation and punting that the contract will happen, the TT will complete and we will get to that cashflow.
AtB
NtD

Hi Raedae
Agree with all that up to the dividend. All funds being kept in projects including the bod salaries (they are paid in shares I believe). With the kind of return that these guys are generating I agree with them - keep all proceeds reinvested and if any of us need a little tickle of cash we can sell a few shares instead.
Very exciting time here in so called sh** coins - the real crypto or rather blockchain decentralised computing revolution to financial industry and many other online protocols is right here and we have front row tickets!
Gla
NtD

The use of the green card to put down btc is truly annoying;
Usd - underpins oil, and backed by the us armed forces ( pretty much the largest user of oil on the planet)
Gold- enormous oil use in digging. Use of mercury in refining / geological and environmental destruction. High physical storage costs
Electronic banking system - hugely expensive to run switch / banking infrastructure (the true system - not visa)

Pot and kettle springs to mind