focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Guzzler - our resident mathematician...
JusticePillar states - "So only 4 Gaby NFT passes for the US Open were available in the first place???"
BusterPila on twitter states "Unsurprising as only 4 were on sale 😂"
Just who is following whom?
Lothbury, you state quite rightly that there is a difference between 'fact' and 'fiction'...
Yet - you stated yesterday - IGS - Lothbury jumps in with the following "Has IGS delivered any revenue and is this deal now consigned to the dustbin?"
I guess you have confirmed that statement as 'FICTION' as you feel the need to ask questions to get some level of confirmation?
I guess it is reading what the company is really stating?
- As at 5th June or earlier (it takes a day or three for a Nomad to review and sign off any RNS) the company had £400k of cash...
- They state that costs per month fall to £185k in July - so June is clearly higher as they are on a journey to lower for July - Lets suggest June costs are £250k?
- There is a cost to releasing staff - and staff have clearly been leaving based on LI profiles
- Let's suggest the cost of redundancy packages, legal and documentation comes in at say £400k (very conservative - could be a lot higher)
It seems quite clear that the company is on fumes if it has been able to cover June salaries - I would suggest that must have happened but what is left?
I would hope the company put out a fresh RNS at some point very soon to advise shareholders as to a 'raise' of some sort - I am surprised the company broker and Nomad are still in place?
Https://twitter.com/HeroesNFTClub/status/1675974617112911872?s=20
Nice social media post this evening...
Are you serious Damienmoore?
The CEO's job is to highlight facts and performance...
And maybe you have not noticed but there are numerus small cap focused funds are trading at similar discounts...
I could list a few if you wish?
Interesting discussion last few days and interesting to see how many people feel they know the inside track???
30th June - IGS discussion starts - BIG-LOADA-T-YO stated "I have been informed that the IGS deal will not continue as it was mutually agreed that the direction of the company is not that of one that they feel they can commit to maximising the potential of the contract anymore"
30th June - IGS - JusticePillar went on to agree and stated "It's true Scotty. It's in the public domain, you just need to know where to look"
Today - Mexico - guzzler responds on a post "Has Epstein gone to the US on a jolly like the jolly he went on in Qatar?"
Today - Mexico - JusticePillar goes on to mention "Maybe the contract with them is dead in the water???"
Today - lostmoney responds on a stream "could it be because no one believes or trusts Mos BOD .After everything they have done"
Today - and back to the IGS discussion - JusticePillar states "No need to fret anymore Muzzler as the contract is not being renewed" and goes on to mention "Just stating facts Hep, just stating facts buddy"
Today - IGS - Lothbury jumps in with the following "Has IGS delivered any revenue and is this deal now consigned to the dustbin?"
When you look at the negative and vitriolic comments of the above posters I do just have a rather wry smile on my face...
A disappointing result this morning ...
1 nil defeat to the mighty Qatar (played in the US of A guzzler and not Qatar)
On to a quarter final now as group winners.
What could possibly come next?
Good article and at £10m that is a very decent contract.
My guess may be £2m booked into 2023 and the bulk into 2024.
An EV of some £70m (Valuation of £99m less a likely £29m in cash) does this company no justice.
A re-rate will follow on any change to market sentiment.
Can Mexico make it 3 wins in three?
Quarter Finals beckon!!!
I thought it could be useful to list out the news flow we have seen since the 30th May - in effect less than 5 weeks - as follows
30th May - Upgraded and extended contract with Cadiz Fc
7th June - Contract with Bitso announced
20th June - Heroes launches Sports Art division and signs Mancheca
21st June - TR1 - new holder of over 4%
26th June - Bitso X heroes Launch Party announced for 10th July
29th June - Gaby VIP US Open Pass announced
30th June - Necaxa new squad player cards announced
30th June - Pumas new squad player cards announced
2nd July - Gaby VIP US Open Pass SOLD OUT
It has been a rich period of news and the share price from the end of May has moved from 0.1025 to 0.1089 (mid of Friday's close being 0.1058 - 0.112)
All that news and just a 6.20% increase...
Https://www.voxmarkets.co.uk/articles/nicholas-lee-at-pires-we-have-an-exciting-portfolio-of-tech-companies-that-have-the-potential-for-significant-growth-88a1810/
An exciting portfolio valued at 4.3p and trading at 1.825p (discount of 57.56%)
A very healthy £2.4m of cash at the time of the interview (72% of valuation)
Valuation at Friday's close on the RSP of 1.80 - 1.85p is £3.34m
Https://www.voxmarkets.co.uk/articles/nicholas-lee-at-riverfort-global-opportunities-our-net-assets-are-50-above-our-share-price-aaf0da0/
Good clear and concise interview with Nicholas Lee - Investment Director
Https://heroesnftclub.com/experiences/gaby-lopez-us-open-experience
Confirmation that the drop is now SOLD OUT...
Great to see this relationship flourishing and developing.
SOLD OUT…
Https://www.instagram.com/reel/CuHqh2erQSv/?igshid=MzRlODBiNWFlZA==
Big-Loada...
Wow, what can one say - 20 posts on MOS - your last 20 posts in fact... and...
A total loada absolute tosh...
Have you ever got anything anywhere near correct - NO
Https://www.heroesnftclub.com/experiences/necaxa-apertura-2023-squad-drop
Https://twitter.com/MobileStreams/status/1674795952929136640?s=20
Guzzler - oh how you let yourself down again...
RESEARCH is key if you are going to be scathing again and again!
guzzler states - "Perhaps Epstein has worked another jolly for himself. Hope his trip to Qatar came out of his pocket"
Cannot see Mr E being in Qatar given the game is to be played at The Levis Stadium, Santa Clara...