Member Info for Out4lunch

Buy the rumour, definite sell on the news

Strong momentum, solid investment, minimal volatility so trader mob not interested... perfick

The Big Short brilliantly captured the excesses of Financial Services greed linked with securitization.
However, the long and short of it (excuse the pun), is that it does not have to be like that; securitization of itself is not high risk; block chain is a game changer; early entrants will be risk averse.

Securitization was a catalyst for transformative change in the mortgage market; promoting innovation, improved consumer choice, creating new revenue streams for intermediaries etc. And to be historically accurate, initial lending was often more conservative than Building Societies with all loans having to meet criteria (with no exceptions) and subject to; underwriting, independent audit (E&Y etc) and rating by credit agencies. [I was a senior underwriter / chair of credit committee during this period and personally wrote lending policy for 2 banks]. What went wrong is what happened next; lax lending; creation of a market for securities with no clear trail on who really owned what.

Block Chain will change everything in that assets cannot be pooled then sold multiple times, there is total transparency on ownership.

SYME is a great concept which does need proving. There is scope for the concept not to catch on (market risk), however, I do not see that securitization of working capital of itself is a high risk, particularly when early investors will demand due diligence and be risk averse.

My sense is that this is a market disruptor, however, we all pays our money and makes our choice, I am invested with several million shares and happy to hold.

GLALTH

Rise. Financials. Nuff said.

Front page article in the Times. There are 17 key mined resource elements that are needed for vital green and security infrastructure, governments must secure these and control supply chains which are currently dominated by china.

Rums all round = rumour lands

Land ahoy mateys
GLALTH

Marvellous Ian!

licencing to partners will be for a specific term, it makes absolute sense to incentivise distribution to accelerate sales. Agreed future deals may have enhanced terms for FUM, however, all bets will be off for a buyer. Short term SP variations meaningless. Its an INVESTMENT... and one of the best on AIM.
IMO DYOR

Chinese commercial partner with revenue share?

The vast addressable market of 100's of millions of males (and females) gets closer and with long Covid may be getting bigger and bigger.
GLA

Fun to imagine weekend paper headlines
Then even more fun to think of II and PI mass buying on Monday

Well done all investors... hold for gold

Now this is the type of disagreement / banter that we like!!!

When will FUM first hit £1?

However, 27p todays SP high then £1+ when FUM announce European partner.

Well done all investors

If this was a shed?!....

That will be the bijou barn conversion on the estate with stunning sea views with planning permission for the largest luxury development in Europe.

I wasn't an estate agent, but if I had been I would expect to earn a lifetimes commission on plot Eurasia.
GLALTH

Early nonsense from MMs.
Let's put our backs into this boys (and gals)
Septic lil is hovering with the whip...

if we are lucky

Performance beyond BOD expectations with accelerating take up in app community.
Congratulations all holders.
Just for fun... predictions on when will Bango break £5 barrier?
My take.. £3 in 2021, £5 in 2022

Really fascinating viewing; indigenous power massively important for xxxxstans economic growth. Stakeholders are aligning behind this project. Strong potential for rerate on more formal RNS flow.

Rear view 'analysis' a diversion, particularly when speculation. Eyes on the prize...

Current SP range is life improving for LTH's that went big early
All investors will benefit from rerate on positive FSP conclusion (risk reward difficult to match anywhere else on AIM)
EUA / PGMs will be hugely cash generative even if no sale

DYOR GLALTH

As ever different perspectives, which I respect... be great to lose some of the vitriol, I guess that's social tedia for you.
This share meets MY investment risk profile within my portfolio, risks, however, product works; commercial journey started; increased news flow on approvals and cash flow from sales will lead to a quick rerate. For me, the £NNBN prize of a safe and simple response to ED is well worth keeping faith.
GLALTH

ST makes STRONG buy recommendation with compelling case on PE ratio and cash projections. A no brainer for people with brains?
DYOR and GLALTH