Member Info for playtime

Being less cynical, one could say lining up investors was a rather sensible thing to do if they believed they were just about to sign contracts and subsequently needed an injection of cash to deliver. Personally on contract, I hope they take the debt financing route rather than the issuance of more equity. I hope at that point they start looking at share buybacks to reduce the number of shares on the market.

Not if they offer another 50% discount - I am sure their Roadshow will be quite effective. !!

Been saying this all along - more cash enable small cap to get cash generating projects or acquisitions at favourable prices. Selling GMET and KAV just plain dumb in my opinion. Said that as soon as the RNS came out and was stunned. Then when the second tranche and final tranche was sold, that was beyond stupidity, again in my opinion

They’ve probably have some engineers who understand the system all too well, have linked it up and save some cash in the meantime, enter QED team to a difference conference room and say it’s been nicely stored off site so all good, we still working on logistics :)

Even if the site is acquire in the DRC, with someone already producing the materials and bagging it up for RRR to simply load the Copper and Cobalt on to trucks, the RedRock team would still fail in that mission. As for the houses, the only house that they will acquire is the haunted house left over from the funfair on Clapham Common if they are lucky. Express here are of course only my opinions of course, but this is what I consider the ultimate lifestyle company. I wish them luck, because just then, I may recoup my loses, but it would have to 10 bag from here and the adjusted inflation loses are somewhat treble that. The delivery has been simply awful for the last 15+ years. One disaster after another.

Exactly, could actually be substantially more, the beauty is that if BTC doesn’t run ahead, then great buying opportunity at a high Mcap but even more exciting is the fact that Yellow could be an absolute disruptor (I think it will) and be many more multiples in due course over that. The run up to the launch has been really smooth. 250 apps, must be doubled by now, all new developers, it feels like 2008 when the iPhone started to become mainstream - especially the iPhone 4 with its gps etc. I can’t wait for one

Hepseal, if you’ve invested directly in Yellow via Republic which some did, you’ll get updates about what’s going on at Yellow. My regret was I forgot to load more - just too many other things going on in my life. V. Exciting times

Mad dog they mentioned this at the AGM - Cargill need a permit. How such a large company didn’t know this, does however stagger me

Olly, not buying into fiat going out, however I think possibly a new type of leading reserve currency will be developed, backed by partial precious metals and a blended mix of major currencies, such as the Yen, Rupee, Peso and Yuan taking over the US $ as the reserve, bringing it similar to the Bretton Woods monetary system. Personally I think people would prefer that. The US has managed to stay on top due to the Petrol dollar which was genius at that time, set up I think in 1974. If countries sell their US reserves, a fiat collapse would in my opinion certainly happen. Bitcoin would then fly. But equally, the US may find a way to inflate away its trillions of debt through crypto and start fresh. Watch that space - magically the debt burden disappears. I think Coinsiliums real appeal lies in YELLOW. Could YELLOW become as big as SOLANA. Think of how they can raise cash for BTC if YELLOW take off without needing to dilute in ridiculous ways such as for example, SWC. My Opinion only ofcourse.

Reasons could be many, but to recoup original investment, still leaving some on the table or simply better deals elsewhere where. Anyway Tray, those would be my two reasons for selling into a rising stock.

Dustie, I liked the fact that one leaves an email attached with the ship one searches. I think the tool enables the ability for a pretty decent follow up, from the business development team. The additional data collected, such as bunkering preference hopefully will provide the information needed for number 2 bunkering hub :) Furthermore, I feel the short Nouryon extension has deeper purpose than what IR suggested, It shouldn’t take so long for lawyers to look at T&C’s. They don't change so radically. As Mad dog says, I think it is essential for any trilateral agreement and maybe one of the boxes Cargill and MSC requested. Maybe we will hear some news soon. I feel confident we will this month. HNY anyway, good to see you at the AGM last year.

What goes around comes around, as they say. The chairman has in my opinion been one of the worst, any public company has seen. I wish POW will jump on the remaining monies owed, foreclose this dog of a company. Twenty years of endless dilution with no result. It’s nothing short of scandalous. All my personal opinions of course.

What happened to the $21.5m - housing project. Was this another bit of naïvety and/or inexperience on Chairman’s part . I’ve been in countries that operate slowly but this DRC stuff is something else. Reminds me of the $10m in a Cypriot bank that never arrived? What I see is a lot of fluff and a company that has become self serving for the purpose of management only. I feel that it runs as a if it were a pure management lifestyle company anyway. Maybe knowledgeable Helpful can provide a date when he thinks it will actually receive the $21.5m. It is incredible to witness 16 years of utter failure. These are of course all my opinions only

Stag, you correct there, the market is ripe - and possibly they will find commercial grades, bullseye on next deeper drill. I think they will be trying to rush things through as the best season is now. That certainly is in our favour.

Errr nonsense -rookies mistake

Yep, I agree a positive spin on something pretty average, although they will say it enables them to do further work

etc. with proven Cu known. Again they messed up with the sale of GMET, and before that SP even jumped, the day they sold their first trench I said I was furious. Such a rookies mistake. What I cannot understand though (based on my experience of having set up numerous things), are how full time CEOs have the abilities to be directors of multiple entities and still maintain full time focus, in running effectively and efficiently a public company without diminishing results. Now before I get shot down, I am not saying it does not happen everywhere, but I know when I set up something, it often takes 60-70hrs per week, sometimes more over numerous years to make it successful. My energy is on one project, direct focus. If I went into other directorships, my focus would be diminished, and simply it goes beyond the ability of me giving maximum time to my stakeholders. It then becomes an issue of am I looking after me above the people who hold me accountable, my shareholders to me. One could perhaps call it the directors backup plan, making sure No.1 has opportunities to move onto. Thoughts welcome. Of course these are my opinions only.

Kolonik, maybe you missed Playtime :)

I think slightly differently. YELLOW is being regarded and structured as a Utility token, ie like ETH, SOL etc. rather than a Cypto meme, security, nft, stable or government coin or some type of synthetic asset/mirrored assets. That is good news for us. Personally YELLOW could blow the socks off, should they get traction. They were trying to secure 10,000 users/developers by Christmas. Let’s see. There marketing has been good, and if you go to X, one can see their posts are visited frequently.

Great to see the usual faces yesterday, sorry to have rushed off. Great recap Rob, I reckon spot on with your analysis. MSC possibilities of signature but my take is not to start for a few months afterwards. My biggest take however, was when MK was chairman, they narrowed down the opportunities. Peter is working his strategy in reverse, expanding the pipeline with the hope some will land. Anyone in sales will understand this approach. I felt Peter was honest and pragmatic, wanted to say more but couldn’t. It felt that far too few investor questions were taken and a touched rushed through this time but more time was spent in conversation afterwards. I would say guys ‘keep your breeches on’ - 2026 could be a rollercoaster ride’

I think there will be a surprise tomorrow. See you all at the AGM