Member Info for roleybirkin

https://www.gameshedge.com/anzu-ubisoft-global-deal-in-game-ads/?fbclid=IwAR2Bbs13bWJsjAl5mQAXBPor-iChOfGlrjNTnLv0VoOcbzhpkqZpgvfGvog

Big seller in the auction at market

With Weshop still in existence and rumoured to be cap in hand (again) after announcing increased losses it would seem that TSI is wholly reliant on the success of Brandshield?

Begs the question, what is Brandshield worth and is the delayed IPO likely to happen in the coming 12 months?

What are you talking about daygrow?
The MM's have nothing to do with an execution showing as a buy or a sell...
The MM's just make a two way price and trade accordingly.
Each execution shows as a buy or sell derived by the bid to offer spread on SETS at the time the execution is reported.

Sounds like a plan.
Chat tomorrow.

Hi Girdz,
The two of us have not always seen eye to eye. In fact you have called me out on occasion.
Thats fair, maybe... something to discuss over a beer.
I think you know exactly who I am. I sort of know you...
Lots going on at the company and moneygenxyz has apparently joined them.
Nice guy. Intelligent, smart, analytical but also a generally good human being.
Let’s chat one day.

But girdz, I would suggest nothing coming next week...

It is all about opportunity SaintGreavsie.
If just one of the 12 investments is hugely successful then Pires will do very well.
What if two or three were successful, well who knows?
You are buying that opportunity here.

FG81, the problem is absolutely signing games. To date Bids have signed FM and Codemaster games Grid and Dirt Rally.
Sports Interactive were signed early to mid 2018 and Cody's signed 6th December 2018 - 20 months since the last established publisher signed as we head into August.

I am aware a couple of smaller titles sit in the stable, like Sociable Soccer and Soccer manager, but little is heard of them?

I am not trying to be negative, just realistic, as it seems that publishers (some named are Ubisoft, EA and MC) may be comfortable allowing a Bids and an Anzu for that matter to code ad's into there games and even go into test but do not seem to like signing agreements.

My view would be that the publishers are in charge (after all it is there game and there risk) and they strike the rules - such as you can code into the game, you can test all is working and then you can sell 'test' campaigns to prove all is working as expected.

These publishers will then and maybe only then enter into a contractual relationship.

It is baby steps for all, but I am hoping the baby steps are happening?

I see the JSE price is R388 to R 425 so back in line with the London listed.

Slight premium as trading equivalent to 18 - 19.80p but less shares available on the JSE.

All back in order.

The company has been busy....
I love companies that seed invest into the technology space.
They have 12 interesting investments and some are growing quickly...
One for the medium to long term but a very positive upside if just one of the twelve holdings is successful.

Increase in value of other portfolio investments, such as VR Education Holdings plc (AIM: VRE) and Admix...

That is from Pires half yearly report this morning.

Seems Admix valuation has risen.

Thats 82.45p a share

Donot panic, the bid offer of 17 - 19 you quoted is SETS (Stock Exchange Trading System) and is not the venue for most trading.
Retail trades predominantly on the RSP (Retail Service Provider) which is 17.50 to 18.50 now.

Still a fairly wide spread but very few shares available

You are likely correct and the shares may touch 10p....
For now the MM’s are widening the spread.

MM’s are 15 - 20 pre market

Last print was R30.20....

Very illiquid on the JSE with only around 13% of the shares trading through the JSE... hence the wide spread.

This share has very little ‘free float’....

http://www.europametals.com/site/investor-information/capital-structure

Chatted with a SA Broker friend this evening. He is doing some digging but it is not unusual for dual listed SA equities to be similar to an ADR or a GDR in that it can be 3 for 1 or even 7 for 1 Against the London listing.
Anyone know if the listing is confirmed as 1 for 1 After the consolidation?
I have seen a couple of posts suggest it was 100 for 1 whilst London listed was 500 for 1.
May explain the pricing differential.....