I have a relatively large holding also. Domino's and Chipotle have had stellar results and both risen over 10% on the back of them. I think buying on weakness and holding through volatility will pay off medium to long term. UMG is a great company and should bolster performance and any forward purchase of PSTH could help also. Still plenty of unknowns but that's investing for you.
RE: Versarien: Ricketts v Westbrook - Claim Number QB-2021-00215918 Jul 2021 16:03
He was abusive over a long period of time and was warned about his behaviour . I wish him no harm and hope he doesn't lose a lot of money but his arrogance got him into this pickle imho.
RE: Promising Venture Capital Investment5 Jul 2021 19:50
By your calc 20 x 1.8m (net assets) is 36mill. 9% of that is 3.24 mill. Ffwd paid 3mill for just under 9% so that sounds about the correct valuation. Six months on from December 31st and likely net asset has also increased.
They've been working on the same deal since November, could be done in next few weeks or he says they'll move on to next target. Sounded cautiously confident.