Member Info for rylidan

Yes, and a 400k buy at the end. Looks like accumulation.

GLA

The success of SWC seems to have attracted all the nutters. I guess it's a small price to pay. Will concentrate on X for information.

Falls to 6.5. Will be lower with next bookbuild. Later this week perhaps?

GLA

Https://www.ainvest.com/news/elon-musk-america-party-adopts-bitcoin-core-financial-asset-2507/

GLA

There is a correlation between MNAV and how quickly you can double your NAV. The faster you can grow the higher the MNAV.

Its similar to fast growing production or services companies having a higher PE.

In both cases the MCAP grows, because the shareprice grows, because investors want to invest in the fastest growing companies.

There are obviously other factors to consider. The biggest one may be faultless execution of strategy. You really cannot fault the delivery execution of the SWC team IMO. That is the main reason that this share is my largest investment.

GLA

Sorry Robert, just filtered you too. I'm now left with the last page and a half of filtered posts. This board has become unreadable with the jokers around. But I guess that's their plan!

Very sad that anyone goes to this length. Someone must be desperate.

GLA

Saylor is saying that this time we won't get the normal 4 year dip, because of the emergence of treasury companies and a squeeze on bitcoin supply.

The next year will be interesting.

GLA

Stocksaint

I think in a similar way. Except, while we are still growing at such a huge rate, I expect the mnav multiple to be higher. As soon as the accumulated Bitcoin reaches some kind of maturity (likely to be a few years yet) then yes, I expect the link to the Bitcoin price to be much higher.

At the moment, with the growth rate I still expect, I think the Mnav should get back up to around 12 to 15. In 6 months maybe 10 to 12 and in a year, 8 to 10. Only then should the Bitcoin price start to be a major factor. Right now growth rate is THE MOST significant factor.

Long term I expect us to be a major player in the FTSE100.

Forget the losers. Simply filter them. You look at the history of these idiots and you can see the ridiculous shares they support. No credibility at all. You lose nothing by filtering them.

GLA

Some of these trolls are losing a fortune on small mining companies. Buried Treasure on KEFI and one of the others on MARU. Then they come here trying to look like experts when they haven't a clue. Filter and ignore them all. Its the only way.

GLA

Almost guaranteed that there will be another institutional book build next week. What it raises and what the market price will be are the most interesting parts for us! I would like to see £60m+ raised next time.

GLA

Yep, if they sniff this it will move significantly IMO. Low MCAP and probably not much free float.

GLA

Taken a small amount this morning, and will see how it goes. They appear to be on the right path, but PR is a huge part of this startup process. Going to give them a few weeks to see if they're up to thd job, and will top up as soon as im happy.

GLA

Use the aquis site as per scruff but click on trades. Doesn't refresh automatically, but prints quickly after the trade

Cheers

GLA

Just did some sums on valuation if SWC did get to own 1% of Btc supply, what that would mean. Not going to do them here because it looks too crazy even for my optimism.

GLA

I believe we are witnessing a new global currency not controlled by any nation, hardly any left to mine, and will go up at the rate nations print their own inflated FIAT.

Strategy huge in the US

Metaplanet growing very quickly in Japan

Smarter Web now the premier British Btc Treasury company

This is the start of a domino effect as other nations join the rush. When China join in this will go stratospheric.

All IMHO

GLA

Well, my target slightly higher!

I've seen the fall from 50p to 20p

I've seen the fall from £5 to £2

Now waiting for £50 and may be willing to slice some just in case it drops to £20!

GLA

Its not the same at all, foxinthebox! $2T+ invested in Btc, so much more of an expectation and a belief. The rise of Treasury companies who have now overtaken ETFs as investors in Btc are leading the charge.

GLA

Do some research. There are great case studies to investigate. Metaplanet is similar with 17 employees according to google. Look at how much banks are willing to lend them. Investigate the yield they return. Spend some time. Read back through this thread.

Of course you won't! That's why you were filtered. Burried treasure was asking the same as you, two months ago. He didn't invest, instead his path is to watch from the sidelines and get bitter, while others make their fortunes getting in early.

GLA

Another one filtered. How many more will post exactly the same?

GLA