Member Info for roleybirkin

And the volatility highlighted in 24 hours.
Not looking at asset value until the coin prices settle but it is below £200m as we speak.

Great to see AltCoins flying this morning.
$315m = £228m
Mkt Cap £191m
Discount 16%

DOT through $47

I got shares in NFT today and I am extremely pleased to be holding.
NFT's are going to grow significantly in the coming years and the value they bring in ownership is invaluable.

Can it holds it nerve at 400p?
A weekend in the 300’s is not a good thing...

We should share lists....

I believe the final dividend will be 0.04p....
We shall see.

Indeed, utter shambles.
Some brokers are not trading nft. I have one broker not taking an allocation.
One big institutional seller has hammered today as retail struggling to buy.
Roll on next week and the buying will commence.

Hi eggshead,
I cannot see where you get a NAV of 207p?
We may have different holdings but I see coin prices falling today so my current NAV is as follows:-
- $285.1m at 1.3799 = £206.6m (not 207p per share) - We may actually agree but some confusion on the 207?

Shares are currently valued at £190m so I agree a discount of some 8%.

Given the volatility of these coins - some have gone from under $1 to $20, $50 or even $100 then I still see further falls in the share price - I would add short term.

I have now bought this week and happy to add on further falls.

I got them in the ipo. They were very heavily oversubscribed.

Next sales channel coming very soon

My understanding is lawyers and executives from both Ncyt and DHSC are talking and looking to resolve.
I think a key issue (as mentioned on this board I believe) is that payments and invoices across Q4 and into early Q1 are under dispute.
The dispute is to some extent known as again I believe the press picked up on the complexities using the Q32's.
As for Vacancies around NHS regions and positions, I am putting two and two together to suggest this may be part of the resolution.
I would expect a speedy closure one way or another on the dispute.

Just for you Bernhard...
I have updated my spreadsheet and the valuation at 6pm this evening is
$297,694,583 or at 1.3789 (spot)
£215,892,800

KR1 share valuation at around £203m - a 6% discount.

So you have your discount and hence I bought today on a 3 year view.

I would add - and just my opinion - is that the discount could widen further given the volatility of the tokens/coins held. Not unusual for 10% daily movements and 50% short term movements.

I am less concerned about short term movement in SP - I just see falls as a buying opportunity - for me, this is about the NAV and staking yields in 3 to 5 years time.

Big seller around today.
I have been able to buy 50,000 shares with ease and without moving the price.
Rather unusual...

That's me partially out - sold 1.1m last 20 minutes
Just fail to see where this can go short term with clinical trials eating away at that £60m facility over the next year or so.
Good luck all - I will be back...

I have updated my spreadsheet and the valuation at 6pm this evening is
$291,304,389 or at 1.3796 (spot)
£211,151,340

I have 6 positions that do not currently trade but most are fresh holdings so can be added as they may begin to trade.

At closing price tonight the valuation sits at £227m - a premium to NAV of around 7%...

Not huge but it is a small premium.

Unfortunately I think 3p is a possible new level....
Just no way to get out of any size.

neilrich - one factor when you say 'What is going on' is that you have analysed 2020 numbers.

What happens when you analyse likely 2021 numbers as it could change dramatically?

I bought my opening purchase. Happy to get in this cheaply and looking forward to the journey.

HL will take them