Member Info for robrob

This is me on the SP journey :

15p - Wry smile, that, waiting was so worth it
22p - Smug about FFWD. Telling the mrs.
30p - Laughing most days
45p - Ordering new car
60p+ - Looking for a new house!!!!

Can't wait for the newsflow, whats first Factom, EMMAC, LEAP.... too much to think about!

GLA, DYOR

Yes I reckon there’s more shares in sticky hands than most think.

The master investor events bring attention from different types of audience outside the typical aim share and the wide portfolio has more than likely helped getting through to those who understand these niches better than me! I’m impressed with your research on juv, Mat.

Taking a look at my portfolio over the last few weeks FFWD is so stable compared with others... definitely makes it a low risk especially with knowing what’s coming. No brainier to be in this.

GLA

That’s really interesting Mat. Thanks I will look into that!

Yes, that could be huge product! I bet with their IPO plans they are looking at all sorts of licensing and product options.

Question for the board, when Juvanesence launch their first health product, the daily supplement, (soon I hear), would you try it?

Yeh good point Barwick

There’s no way we could get in early on Emmac or leap etc this is the value

Oops typo *Lorne

I think Loren and Jim typically invest directly (alongside) the investment, rather than via FFWD so it’s great they are aligned for success but it’s not via FFWD. Emmac was an example here.

That aside was good to see the FD buy some direct.

Would love to see Ed buy some FFWD shares directly would be a very strong signal especially at this current SP IMO.

GLA

'also valued at zero in the last accounts (£)'

yes, so when it does come through there is some serious value going straight onto the NAV.

hmmmm.... thats interesting

"Factom bods move the office to switzerland not so long ago"

Bit of a tangent... but Factom is doing more than ever these days.

Xttps://www.off-blocks.com/

Nice to see it is more and more becoming commercialised and entwined with business.

GLA

ha, that should read 13M USD.... ! that'll teach me for typing so quickly.

Thats an interesting find, thanks for sharing. I have to say I was looking through Pegnet.org today and thought about how Pegnet initially was launched / explained through Xttps://pegnetmarketcap.com/

Pegnet, has come a long way, and Xttps://pegnet.org/ is quite a useful explainer.

Interesting how this is positioned as DeFi, The stablecoin network for Decentralized Finance, and more so the volumes of user accounts (if you visit Xttps://factoshi.io/pegnet and scroll down to see "addresses" and view 'all time' etc.

A valuation of 13 USD is a steal, provides good value to new investors - and if true sounds very postive for FFWD and Factom.

GLA

With everything that has occurred since that, and the new contracts they won... maybe they already hit that target to be profitable?

With the state of live sports ahead of us, it made me think that users have gone in their droves to virtual sports gambling!

GLA

Another chunk of shares going into sticky hands.

GLA

Sounds very positive, especially as it specifically talks about interest of company.

One step closer...eh!

GLA

Never mind about turning the tap on.

We're talking about the floodgates full on open!

Might be interesting to share;

Leap have multiple new vacancies listed, from a week ago, at:
https://ua.ingamejob.com/en/company/leap-gaming

and on their own website
https://leap-gaming.com/careers/

Maybe of interest to look at comparables in terms of companies. Obviously there will be no apples for apples, but Oryx gaming.com has similar creds to Leap - they are part of Bragg Gaming Group, who themselves has a MC of 35M USD. A larger operation, from what I looked at, it appears LEAP is a much leaner operation, and more advanced in the market place.

Oryx publish their gaming road map here:
https://oryxgaming.com/q4-2020/

In comparison, they are dwarfed due to LEAP literally owning huge market share for virtuals, and of course considering that LEAP has already launched and developed its games, these being in the marketplace already and earning...

I cannot wait to see final year results as we've been told of the uplift Leap has had this year. So in my mind, it will be possible to forward extrapolate turnover and gain a true sense to the giant that has grown, is continuing to hire and take market share.

GLA/DYOR

yes, we need some actual facts, Ed has done a great job in building sentiment and most of us know that we are on the cusp on SP rerating outcomes.

Come on BoD, release some news of investee performance, contracts, sales figures, IPO information - this is what is needed to get moving forward.

I'm sure Ed is just waiting himself, and before we know it there will be a proactive interview followed by RNS or vice versa! I suppose now is the time to buy more before news hits.

Final results will be available in December (I expect), this will show the continued growth of LEAP for sure, I do think that we are going to see EMMAC come to conclusion first though, followed by YOOMA and then an update on LEAP. Would make sense in that LEAP is/has gone to profit, which will open new opportunities especially as their sector is ever fast moving.

GLA

no worries, I'll post when I can!

Absolutely. I did not realise the Pegnet update from a few days ago.

Xttps://twitter.com/zabami/status/1301601201457373184

Huge update, that has really taken Pegnet to a new level.

Cannot wait to see the valuation given to Factom and how the FFWD holding is going to be valued at.

Part of me thinks of how the valuation of Factom has not been published / seen by PI's for almost 1.5 / 2 years now, even considering the amount of noise in the background there has been substantial development of Factom.

- one of the oldest coins
- defi / pegnet
- commercial contracts maturing / in place
- government supplier US with multiple departments and organisations
- government supplier EU (from 2019)
- Holding some of the oldest, broadest, most valuable registered IP

GLA

GLA