Member Info for raharh

Happy New Year all!

Does anyone have any thoughts on how we monetise and look at returns? Is there a planned dividend or anything to attract investment to move the SP. The NAV currently (not end of November) is overtaking the SP easily now but does Aquis limit our exposure in terms of PR.

Just looking at the fundamentals here, and I am invested, and it looks like one of the best Crypto investments I can see - but how doe the SP really move - in any other world people would be investing here based on current state and future state of the company?

A continuous pipeline of projects is good - but there has to be a returns strategy. I just wondered if the longer term investors have any more knowledge.

Hi guys - just reading up the November report - just want to check I get it right. Looking at it there is:

Total Asset Value : £99.6m (Increased from 75m to 100m in two months)

Shares in issue : 177.4m

Income from staking : 400k (Monthly?)

Next results due in the then next two days.

Feels like there is a fundamental underpinning the business now on the income and asset appreciation will only increase assets and share price might find it difficult to keep up on Aquis (and listed in US - so positive there).

I often look for a reason not to buy - but cannot see any major red flags here for a crypto play - feels like this is in a good place - especially if there is a bull run - am I missing anything? Are they planning dividends or ploughing returns back in to assets at the moment?

Sorry - been away from the scene for a while and just topping up the ISA and looking to pick up some Crypto plays.

Just dropping in to say hi! I was here in the 10p to 250p days under Peter Wall and made good money here. I agree with all those that talk sentiment. Argo is in a very different place now with the debt and HODL low but fundamentally the opportunity remains to grow from where it now stands and the new CEO has a good background, debt needs some work and who knows what happens next. I was trying to get back in before Christmas but couldn't get my ISA with HL sorted - finally got it open today - a little gutted I have missed the run from 15p when I started to relook but I am back in here and another (not going to ramp on here!).

There is room for the SP here the US market definitely values the miners more than the UK so lets see where we go from here.

Afternoon everyone. Been a long time since I posted here as I cashed out my ISA last year for home improvements but I am building back up now so starting to research again and inevitably drawn back to looking at ARB and the stocks. I was in ARB from the January when it went from 10p to £3 and listed in the states so that is how long (also the Peter Wall days - I think that was his name).

Looking at the recent RNS it looks like new CEO but also servicing operations with a static HODL of BTC for the last two months. Going do some christmas research but it looks like we are on for a BTC run again - nothings certain - but it feels like it is building.

Any major talking points on ARB in the last 12 months anyone wants to share as it is on my festive read up list (cant help but like it!)

I have just been having a look and Argo (LSE : ARB / OTC : ARBKF) made this declaration of the final piece of the listing I presume on the 7th January. They then commenced trading on OTCQB on 13th January (see RNS on ARB RNS board).

As this is dated 2nd August - it must be close and possibly next week.

We will know soon if the US like the company.

Well - I think we are all a little shocked OTC did not happen and this will go down as a disappointing July not matter how you look at it but BTC sentiment has improved and we have to be in a position to get moving onthe OTC in August surely.

Looking at the predictions last month we had a range from 55p to £5.05 so the winner by default is ...... morose ...... if the name fits etc.......

Well done morose - I think....

Surely OTC cannot go on much longer!

Anyway - if people would like to go 'once more in to the breach' then let me know your end of month prediction and I will sort out the log - promised I would do it until post OTC - thought it would be a one month thing :-)

I am still here also - we all have to accept it has been a disappointing July. OTC feels weeks away. Mode registration on OTC was 16th July and still not trading and we haven't been registered yet. I still think Bridge will follow OTC for impact.

Nothing has changed this month except it seems crypto sentiment is returning which is positive.

Patience is the game at the moment.

At work so couldn't join the presentation.

For those that watched it, was there any indication as to when OTC trading will commence considering the registration was 16/07/2021?

I think there are a number of angles here.

1. Ignore BTC for a moment - it is OpenBanking so less on card fees so merchants should encourage their shoppers to pay by the app as OpenBanking makes the transaction a lower cost to them due to card processing fees.
2. I don't want to get in to the gender debate but it is who pays for the shopping - so rather than hand over my card to my wife / kids / the dog I would ask them to pay via MODE - still costs me the same but I get the rewards

And I make no assumption that BTC is gender based - it is more generational based I think.

well you have one of them here .......

I went from ARB to VLRM and only looked at MODE as noticed the same date application for OTC. Interesting concept and very disruptive especially if they can get in to a lot of the younger online shopping companies (I dont know if they have spoken to someone like Klarna to act as a checkout and / or online payment option for them).

Next two months especially will be interesting with launch of payment gateways to THG and OTC so moved some of my money over from VLRM last week to balance things out and in the expectation MODE will hit OTC first now the registration is in place.

It certainly does not look like the OTC listing will be in July now. Mode was added to the OTC register on 16th July and is still not trading in the US and so there must be a lag between being added with a few more hoops to jump through.

VLRM isn't added yet (I am checking daily!) so will now be August - it is taking an age.

Quiet board as not much more of the story to tell at the moment. We seem now to be solidly in the 42 - 48 range and so time to do some gardening until the next RNS.

Have a good week all - drink plenty of water - another hot one ahead!

Having seen the OTC addition on 16th July and the record now set up in OTC Markets is there anyone with an idea as to how long it would be before trading actually go lives in the US?

Templar. Couldn’t agree more. The shares in issue is key and as long as the NFTs of financial instruments comes off then this will be a big first mover. The only downside I can possibly see is regulation but that would have to be across every exchange and it will be like pushing water up hill.

The blockchain and NFT space is so much more credible than the store of value space for me even though that is what has drawn the attention.

OTC should simply re-rate to true value without a catalogue of instruments in issue. Once the first are rolled out it could become ludicrous as companies may be queuing up to take part as it also benefits their shareholders on value creation.

Next six months will be seriously interesting in this space and with MODE on the list on Friday we cannot be far off OTC after which I would expect the bridge RNS in short order.

Well we wait another week .....

But interesting action on the price this afternoon. A sell of 25,000 at 47.75 flanked either side by buys of 47.88 and 47.90 so spread is really tight and they are willing to pay for the shares (not that I am selling!)

Currently showing 224,000 buys to 45,000 sells.

I think we need OTC by this time next week to break £1 this month. It is taking an eternity but we just have to ensure we know we are not alone (NFT and MODE and TERN now in June) so applications going in and people waiting for listing.

Quiet days are usually followed by volatile days (up or down) - lets see what tomorrow brings but in the absence of an RNS I would take 1p either way.

And no, you cant change your guess :-), neither can I at £1.28!

It is an interesting point. RP talked about weeks and that was a few weeks ago and so I agree it should be about ready. It does not seem to be a complicated process as you buy the shares from the open market, put them in treasury, Mattereum issue a MAP to say they have validated and insure the shares are there and then the NFT is available to purchase in the confidence the shares are in treasury and you can either trade, use the NFT as collateral or redeem and obtain your shares at any point.

I am sure someone will explain it is more complicated than that but I believe that to be the concept.

My only wonder is whether the launch is simply being delayed until the OTC listing is up and running.

But yes - I am with you - they are expected soon (whatever soon means).

I refuse to run another sweepstake ......

It will be 2-0 to England in normal time, Sterling and Sakha will run them ragged - at least one penalty. Philips will be awesome in midfield due to the skills he has picked up at the premierships top club.

Oh, and the Italians will roll around a lot on the floor.

Good day all, a trading week for sure this week based on the movements but still going to hold firm for OTC and launch of VLRM based NFT. We seem to trade in the 40 - 60 range now until the next news drops. MODE and NFT still not on OTC so nothing VLRM related - just OTC process so need to wait it out.

COIN needs discussing on the COIN board I would say.

Entries still welcome until the close today on the end of month SP, list below.

Oh, and COME ON ENGLAND!!!!! (Sorry to the non-English supporters on the board - I am Yorkshire first and then English and proud :) as I am sure you are equally proud of your nationality and heritage!)

Pronouns I use : peaceful, friendly :-)

BonScott1 67p
crawshaw 68p
DAVROS007 73p
N5HAV 77p
Monkfish6 77p
CrystalGlass 79p
cpa456 84p
dwilli 85p
MeanMrMustard68 90p
Wuckfit 93p
Zak Mir 95p !!!
Polinvest 95p
STEELCITYBLADE 97p
Gramme75 98p
TonyK747 99p
Slim62 £1.01
BarneyR £1.04
mrvalenco £1.05
Dom-Bella £1.06
thundergod £1.12
yemaj £1.13
SiroSiro £1.13
respectacoselecta £1.14
CharlieSays £1.16
GoldenRetriever £1.18
ClimbingWooster £1.20
betleyinvest £1.20
Birdseye £1.21
Rambino £1.24
Sanboy £1.25
Gillin1989 £1.27
MrCrumpet £1.30
raharh £1.42
Webby4 £1.44
Jarv55 £1.60
donnysmind £1.71
sloppy71 £1.78
Gaviscon £1.94
SirJames £2.15
NINJAHUEY £2.63
Alans55 £2.68
Buzios £2.75
chimers £5.00
2pr02p £5.05

Still here - we are awaiting news and the volume has dropped on the message board is because the naysayers have moved on so no battles going on.

Still time to enter the end of July SP prediction, closing date is 5pm on Friday. Current entries are below:

PS. Come on England!

crawshaw 68p
DAVROS007 73p
N5HAV 77p
Monkfish6 77p
CrystalGlass 79p
cpa456 84p
dwilli 85p
MeanMrMustard68 90p
Wuckfit 93p
Zak Mir 95p !!!
Polinvest 95p
STEELCITYBLADE 97p
Gramme75 98p
BarneyR £1.04
mrvalenco £1.05
Dom-Bella £1.06
thundergod £1.12
yemaj £1.13
SiroSiro £1.13
respectacoselecta £1.14
CharlieSays £1.16
ClimbingWooster £1.20
betleyinvest £1.20
Birdseye £1.21
Rambino £1.24
Sanboy £1.25
MrCrumpet £1.30
raharh £1.42
Webby4 £1.44
Jarv55 £1.60
donnysmind £1.71
sloppy71 £1.78
Gaviscon £1.94
SirJames £2.15
NINJAHUEY £2.63
Buzios £2.75
chimers £5.00
2pr02p £5.05

Sell of 183,946 just printed at 53p completed at 13:18

That has probably been depressing the SP, someone obviously happy with this price / needs to be out.