Member Info for roleybirkin

It is interesting when you put the two sides of Crypto investment alongside each other...

SWC - Maybe assets of some £50m (£££ plus BTC) against a market valuation of around £1.1bn

KR1 - NAV of £84.59m with monthly income of £394,091 for end April against a market valuation of £55m

So one has a NAV some 20 times the assets whilst the other has a discount of some 35% plus...

I think the coming months will be very interesting.

He will be issuing another TR1 soon to go below 3%

The issue is that retail buying through the market unfortunately means the company loses access to that money...

The strategy has to be raise at each step up in share price to narrow the NAV to valuation...

Without access to continual capital raising the SP will fall back.

Great social media post - 25 venues across the country across the month of May...

Great to see the significant brands coming on board and lengthy activations - great progress and a nice revenue earner.

https://www.linkedin.com/posts/experiential-space-co-uk_fordgoelectric-roadshow-brandexperience-activity-7333498994314170368-YYvm?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAH0fuMB0Kak66b325OarDuVYlPBXcGcd-Y

Lack of news says oogleflugal...

Nice 16.45 RNS this evening...

The Broker did not take up any shares?

The Brokers job was to sell the offering to their client base, who in turn took up £10,000...

I look at ACRM (like most AIM stocks) as unloved (rightly so) but where one significant contract and everything can change...

Is it fairly valued at £2.1m - approx 200m shares at 1.02p - maybe it is...

But one decent contract of £500k or above changes it all???

Let's see what the next 7 months bring and whether David the incoming CEO can deliver some magic.

Numerous busy today -

Current RSP is 1.002p bid for 25,000 shares and 1.047p offered in size...

Every trade today above 1.04p is a buy...

Unfortunately the 'Issue Price' of 0.75p is no longer applicable...

Current market cap is sitting at £5.512m or thereabouts.

Certainly looks cheap IF the directors can oversee the companies continuing to grow. That said, not seen Nick Lee deliver anything of value so far...

The logic will be that SWC will continue to raise - I would not be surprised if they are looking to raise as early as Monday given the company market cap over there current NAV.

Yep…..

Market cap around £30m.

Cash and BTC at £4.5m

Make it make sense…

What churn Richie Rich?

This is a direct subscription and that would suggest that people known and likely close to the company have subscribed.

My guess is these new shares will be tightly held rather than churned...

Https://www.londonstockexchange.com/news-article/SAL/notification-of-major-holdings/17007327

Just released at 17.15 on a Friday evening

Break out year for SAL…

Great Q1 based on activations across there social media channels and April looking strong.

Undervalued significantly and hence I am still buying.

Not a lot of stock around…

And persistent buying since the results…

Valuation now just £2.2m so the upside looks exciting.

The Nomad will have an issue with the statement "All contracts should be rns'd no matter what size"...

They simply will not allow this to happen and believe me I know. I have had this argument with my Nomads on numerous occasions...

The Nomad and the standard rule is that you RNS a fresh contract if it is 10% or above of your annual revenue expectation.

Over the years the management have taken there salaries and packages to significant levels...

I ask why would they care any more about the share price?

Thanks for the feedback. I actually have started using FF so let's see if I feel any difference?

I have been looking at investing in PXS for some time and still not convinced.

Keen to see how the company can drive sales significantly higher...

Do shareholders actually take the product and what are your thoughts on it's effectiveness?

Looks like the SP has over-reacted to today's results and the contract announcement?

I am good with the numbers and at the 200p level the shares look a strong buy...

Net cash at £6.57m (someone mentioned cash as an issue below) is the same as previous period so the company not burning cash.

Good seeing EPS up strongly but the market looking for stronger EPS - and it will come as revenues continue to grow.

The key is the next 12 months now and if the company drive revenues and profitability then the share price will continue to push forward - albeit expect it to be volatile.