Member Info for samval2403

Dags this is a ridiculous business statement you're making. Let the PF do the work, Ed doesn't need to do anything big. If he can find a couple of those short and medium term winners he spoke about that'll be nice but there is enough in the existing PF to see Seed have a decent year.

I'm just happy to see 6133sadiM coming to the board Barwick, also I can't help have a cheeky pop at oneforthemoney

Look harder oneforthemoney, 6133sadiM is an old friend of yours

2 years ago Landore raised £3.5m in a placing at 30p per share, noteworthy in which elite investor Eric Sprott took part. At the time they had a 1moz gold resource. 2 years later after a predominantly successful time with the drill they've got a 1.5moz gold resource, c£1.5m in cash and equivalents. Most importantly though Landore have a share price almost 2/3 down from the last raise.

I'm looking forward to hearing how the AGM goes, and what the plan for the companies limited resources will be under new leadership.

Ooof, hardly worth the cash position right now. I'll buy some more this month at this price, maybe the prediction that the fund will close might be getting closer.

I liked today's interview. Ed seems to be choosing his words a little better around expectation management. Dodged the buyback question but if they were to do one I wouldn't it being loaded up on by the 10% crew so good call you'd think.

I do wonder what sort of short term investments they'll look for, last ones they got into worked out well in the Cannabis IPO bubble.

Sentiment is an unmitigated disaster here Dags!

Anyone still here will probably have to be here for a good 12-18 months to start seeing some quality returns. It needs promotion for sure, but that needs to be done alongside new investments / NAV per share increases. Ed going on the roast and chatting about how hard done to Seed is (again) and how bad the market is (again) and how they've legacy investments to deal with (again) isn't going to help. Ed probably knows this.

I'm keeping my fingers crossed they find a great wellness investment to put the cash into. As always though; for me, the buyback should still be number one and number two choice.

Dags can we give it up for the day, gosh!

Seed released a good RNS. They've released plenty of decent - good ones recently too. They've not spent the £3m yet, take a break and start judging them when they do.

Seed can't control the price of listed companies, themselves or the ones they're invested in (I'm referring to LGP who are operationally clearly progressing). Outside of Yooma (not an Ed buy) the PF has gone pretty well for Seed operationally speaking in the last 6 months.

Of course there isn't Dougie.

Leap valuation talk shouldn't have ever left Ed's mouth in interview. I doubt they even talked money for a long time and then IMG said btw we're the only company interested in buying this and if you don't take it we will find someone else. SWB they took what they could get too (though at least they're in a space where they're not relying on regulations going there way in that).

Ed is having to make the best of the investments, now Leap is gone he can get more in the portfolio that's in his / Alfredo's skillset. We've gotta give it a fair chance of success at 2p. Please for the love of all that is good though I hope they do a buyback.

"Continuous childish posts attacking an individual on a chat board."

This describes you too oneforthemoney

Dags seems overinvested emotionally here, sure I'll say it. You're not the right board member to say that to Dags

I'm almost detached from the SP now Dags, at a 75% discount it'll be the assets that bring us back up. I think this has to be the bottom or close to it.

Massive fan of buybacks, it should be the number 1 and 2 choice of what they spend the cash on IMO. I don't see it though, they should have started already and there is f all volume

If they wanted to go into a different wellness space that'd be interesting to see too

The next investment maybe pivotal for many of the holders here. I'm looking at Seed as something with good prospects that's valued at 8p a share and priced at 2p. CFG investment seems ok, has a decent return already written in and is one for the longer term. What is hard to get away is from that stink of it being yet another mates company invested in. The next investment is so important. I would like to see them go outside of that mates stink that has tanked a few of the Seed investments (Yooma ,0, lol as the most recent example). Avextra is a success so far, we need another of those.

I thought they might have things lined up, if not that's not a problem though Dags.

Ed himself has spoken about how this is a depressed market often. Cannabis and related stuff is struggling. This is the time for Seed to find something unloved, that's fundamentally doing the right things, that has potential to multibag.

The winners, the big winners, need to come for the SP to get out of the gutter. If Seed want to wait until the right opp comes along, that's good. There should be no pressure on them to spend that money ASAP.

There's not a lot to talk about with Seed these days. For Avextra Germany reform seems to be a slow mover. LGP doing well operationally but SP doesn't move. Juv will IPO anywhere between now and the end of time. The two CLNs have been converted, fingers crossed on a good NL IPO now.

After that it's really just the Leap money left and how they spend it. Until it's spent / NL IPO there isn't much to talk about. It's not a bad thing

Keep well OD

Oftm, balanced views should be sought here and Longlad and Midas et al have provided balance alongside their derision. You only attack, so maybe you can practice what you preach.

Midas, with the tiny mcap and NAV discount I imagine there'll be monthly / quarterly pump attempts now. I still think we'll see steady rises if the next investment isn't into a mates company, has promise and / or they do a buyback.

Bye bye Mr 907k. You're hopefully lucky enough to break even on this ****show

The reporting of stuff is a little disheartening. I have no idea what was said but this board has a few commenters that take things a little too seriously.

Looks like we are losing a couple of the new folk that were screaming about this being undervalued......

Why the new username Midas?

That wasn't a dig by the way Longlad, your thoughts are worth infinitely more than oneforthemoney, theworks etc. It'd be nice if you stopped going on about £1m a year being wages when it's total running cost, but as I said you deserve to have a moan here.

The point I really wanted to make was you both only ever really seem to see the negatives when; at least for me, this right now seems the low point. Plenty can come together in the next few years and the assets can justify the cost to keep it going. The Avextra gain alone is running costs for a year and several £100k profit. SWB profit, NL profit. LGP operationally are still going on and growing. The Ed buys give me enough confidence he can pick a winner with the £3m (I'm hoping to see some Alfredo influence too in the next one, Avextra as the big winner right was clearly one he worked on).

It's easy; for me, to believe in Seed from this point that they can grow the NAV. From there hopefully the market can reduce the gap to NAV and SP. The road back to 5p can start now

Give Midas a break Taka, he's been ground down over the years here so sees the bad before the good. When the good comes and the share price starts to rise he'll be happier I'm sure

Then again Seed can turn £600k into almost £1m in a soon to be liquid stock and drop, if you don't want to be Midas or Longlad you have to laugh sometimes. NAV is 8p, and the recent changes have all been neutral-positive. Keep your spirits up everyone.

Lovely start to the week. Let's hope the NL IPO is a boon. Reads to me like we're holding on to these, fingers crossed for more gains. A great investment so far that deserves kudos

Between this and getting something out of an SWB that saw it's IPO dreams dashed it's definitely been a good couple of weeks. Avextra still the crown jewel on NAV value add, Ed's investments right now to me you'd have to say have been overall good. If he can take the £3m and turn that into another 18% and 60% return the market will show it respect