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This is really positive to hear on the loan - and how swift it seems to have been agreed and sorted too

The more I am digging/ reading it does sound like it could be a very interesting play for us investors.

The ludus app seems to suggest they have already

-partnered with leading brands for cash back opportunities on the app.

- integrating with fifa (though I’m not sure if this is agreement or can be done by anyone)

- more interesting is the links to banking and the experience of the directors.. this is looking to me like there is a fintech element here also which could get a lot of attention (I know I joked sometime ago about a GST style rise - also fintech investor- but this may have similar potential) plus if it does go mad ironically we already have a lot of the potential ramp types locked in so may also help with the boost straight away!

Someone mentioned similarities to GILD but to me this is a different play with software, banking etc.

not going to get over excited but if it comes off then the potential is here for something big.

All the best

The fact that the copper geopolitical market seems to be building also. US looking to hold strategic reserve of copper and China buying up stocks but with the anomaly that this demand may become the new norm (

Potential power grab on supply chains for EVs, Solar Panels, Data centers and the likes.) CU could be hot for some time and with amount of projects TYM involved in can only hope for positive news to align with current market

Interesting that OPEC meeting is suggested to be in person .. if flows are good here (as soon as using tried and tested esp points towards good sign) then could be perfect storm if opec cut etc..

I’d also say as being here for a while (not as long as others might add) that even if Thai takes 6 months probably better than BAU for TRAF considering it’s been bumbling along for sometime it would likely continue to.. so oddly quite happy even if take some time

Ok thanks.. good to know companies will openly tell you the range to keep themselves right..

What makes you think that level out of interest? Reading the accounts and seems to have been difficult cash wise so restructuring (maybe accounts for some of rise) and going by the last few RNS on short term loan the initial 100k was used over 40 days .. 40 days I make on Sunday so hence why I’m guessing imminent.. I actually do like the company and think will grow (bad sp might continue up) long term, just would be good to understand where they are pitching the raise..

Took a punt on this on Tuesday and love the excitement rises like this give but the equity raise must surely be imminent. Is this main market vs aim? Is there any regs etc that provide lowest placing in main market vs usual aim discounts etc?

Think the piece stating finalising negotiations with large e gaming software companies and value exceeds equity values of today.. sounds very promising if it’s continued (in abridged accounts) .. didn’t think would be esports but could actually give decent return in the end if all comes off.. assets seem to have some value from balance sheet too.

Been in here for some time (davey & kwota keeping the conversation flowing too) and was always the hope a RTO was on the cards so I see this a positive .. interesting to see which way it goes and if Forrest is still involved and this is his new venture.

And then it’s off..

Interesting on the raise.. new ceo too? Usually like to do my DD on investments but feel this one might just be worth a punt here ..

Stumbled across this one and don’t think I’ve seen a lower market cap with a company that isn’t a shell.. and actually might have growth potential. Low shares in issue too.. really interesting to see where this one goes.. even as an onlooker

True.. was more meaning eventually will “tip” a riser which does go exponential ..

Law of averages though everyone must get one that actually takes off?

Usually when someone has a debt they agree payment structure which the lender is happy with.. you know like mortgages, loans .. banks quite simple really.. they should look at doing this here and calling it say mortgages or something.. where people pay off over time with a debt they can service from income.. that would be a game changer..

So without losing these assets everything is good then? So you have just countered your own argument

I’m all for constructive input and why risks but blindly saying a company has debt and so is doomed is wild.

Won’t be apologising for anything, it’s my risk that I take based on my research.. and being able to read a balance sheet.

If it goes to 1 in the end then so be it my risk. probably time to be out saving the rest of the world now your job here is complete.

Is this an algorithm? Just seems to keep regurgitating same thing without reading other posts

You do know “related parties” means parent companies or the like..

Also check out Vw.. market cap around 60.. debt 4 times this at 200 plus (billion!) they done for too?

Foxhill, I read it as orders placed so committed.. “Initial order for 3,500 units received.. delivered 2024” then goes on to say expected further orders which for me is the agreement .. don’t think they’ve worded it best way though for ambiguity on that side