Member Info for rylidan

Filtered!! All the jealous loons are out now. None of them get Btc, or the model.

Oh well. It was a nice quiet board for a while. The problem with success I guess.

GLA

Spitfire: all that means is more trades executed above mid price than below. Forget these being buys or sells! Meaningless.

GLA

Looking good. Expecting results to be top end of guidance.

GLA

Possible institutional book build at market price, close of business today?

We'll see.

GLA

Does that RNS mean the company isn't doing any more fundraising until 11th July?

I sincerely hope not. They need to clarify.

GLA

Very similar to the raid from 50p to 20p. Took about 4 days to recover completely and move on. Well worth being glued to the Aquis real time screen to wait for it. Could smell something was brewing.

What a day so far.

GLA

Reckon an institution just executed a smash and grab from weak retail investors.

Beware when there are so many spammers appearing at once!

GLA

Took me 20 minutes of continual quoting to eventually get some bargains.

GLA

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Well done Laura. ATM seems like perfect timing. However, who knows what tomorrow brings!

GLA and hodl !!

Yep, almost as many as Strategy bought this week! We are a long way behind, but moving in the same space now.

GLA

So many good things in this report iys hard to pick out highlights. This is just an excerpt:

Record cash generation from underlying assets:

· Tenth consecutive year of record cash receipts from investments

· 1.32x dividend cover - FGEN's second highest since IPO

· Dividend cover forecast to remain at comfortable levels

· 61% of revenues benefiting from contractual inflation linkage

Clear and effective capital allocation strategy:

· £88.6m raised from sale of 10% of the portfolio¹

· 28.7% gearing, one of the lowest across the peer group

· £30m share buyback programme underway (extended by £10m in March 2025 from £20m); of which £24.3 million returned to shareholders to date²

GLA

Nice to see a Dutch sustainability fund upping their stake.

GLA

Final results tomorrow. Another opportunity to push the share price on.

GLA

I love investors who spend £3m+ at the current shareprice. What further endorsement do you need? Will be a lot more coming in soon IMO, and this is leading the UK Bitcoin treasury race by a mile. Where SWC goes, others will try to follow (if they can!).

GLA

Completely disagree with that sentiment. I'm here LONG TERM for the dividend. I don't want profiteers to come in and benefit from the negative press they have deliberately been generating here.

I have no interest in selling my shares, and I don't want the company to pander to short termers wanting a quick profit at shareholders expense.

Businesses like this are few and far between. The superb 12%+ dividend is exactly what I want, and this is the sector I want to invest in.

GLA

Fully covered dividend,

NAV flat over year

Dividend INCREASED for this year

SUPERB

Just think first one minute!

I doubt if there's a single FTSE100 company that could compete with SWC in the bitcoin treasury space. They would need to change their cash allocation policies considerably, and raise for this single purpose - to accumulate bitcoin. At over £1b we have launched successfully IMO, and are heading to the stars. Some may try and catch us but the momentum of being first is enormous.

Not many remember the runner up, or the small team that won a great victory early in the competition. So it is here IMO.

GLA

unkwntrader probably thinks the big 7 are way overpriced too. they command a premium for a reason, just like companies in the uk btc treasury space right now.

anyway he's won a prize and joined my ****filtered list.

gla