Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
Agicore
"My view is that arguably the ords and warrants could take a hit - let's say 50% - but the Prefs, Debts and convertibles "should" be close to 100% realisable."
Sounds reasonable suits my more conservative view.
Broomtree
As I have said I would assume that fintechs will recover. And a reasonable view is we are talking a 2 years plus for wind down. So time to do so.
The market will eventually catch on to the facts that fintechs are benefiting in the main from higher interest rates.
VSL
RIVERSTONE CREDIT OPPORTUNITIES
BIOPHARMA CREDIT
All are receiving higher interest payments and with the exception of VSL have increased dividends.
Agicore "WeFox" I have that via a small holding in augmentum, excellent business.
I read the presentation when it came out.
5% ordinary shares, 7% convertible debt, 4% warrants, 11% prefs and 70% debt.
The debt is a given but the rest still has be converted into cash and paid out.
An obvious buyer is of course VPC itself.
IE an outright buy. That would not be my preference. The dividend is very nice little earner
Maybeonedaysoon
The ise troll is following me from forum to forum all because mommy and daddy didn't love him. Not my problem troll
And what mistakes have I made? Would it be buying legal and general at 166.06p?
"relax and it will all turn out out" yet again you can't even get simple English right.
As I have said 320 pre covid, 310 post covid.
The only difference now is
Pofits have gone up substantially
Dividends have increased 5% twice by 5%
And the share price has decreased substantially.
The latter can't last, matter what Davebent says.
I will give it look later.
I am hoping your right.
NAV continue to fall. If they vote to wind down then I would assume by the time it's done fintech would have recovered....please!
I don't think it's an absolute certainty. The 2 shareholders don't have massive shareholdings.
But the majority of shareholders are institutes.
The share price doesn't appear to reflect the probable wind down. As in the capital gains. The price has not risen since the announcement.
I am worried about the selling of the unlisted shares in fintechs. Who do they sell these minority stakes to?
"So... if you hold a stock at ex-divi why would you not short it?? Come on, even your parents could tell you that one! Lol!!"
There is no logic in that. Not everyone sells exdivided as you have stated.
You said all shares are being shorted. There not.
CFD do not effect the share price as they don't involve shares.
"Do you see why you my point for me"
That's the sort of English you get in phishing emails.
I have noticed that people like you, tend to have parents who have belittled them all their lives. Basically they think you haven't lived up to there expectations and have let you know so at every opportunity.
You then feel the urge to belittle others but does really make you feel better about yourself?
Maybeonedaysoon
"You obviously don’t have a clue how shorts and CFDs work!!
Name a share that currently does not have a short placed against it."
That is an extraordinarily stupid remark.
You are saying every single company is being shorted? Really? So those that are shorting as a group think every single company will fall in price?
That is an extraordinarily stupid belief.
AND CFD DO NOT EFFECT THE ACTUAL SHARES PRICE.
Have you thought of moving your money into a building society account?
PS just added to 3i not being shorted.
Your thick, at least that's what your post suggests.
Had a stop loss trigger during the short lived and nonsensical banking crisis. Was going to put it all into HGT capital. Instead I put 20% into HGT capital and 80% into legal and general. Legal and generals was going exdivided in about 6 weeks.
Sold the day before it went exdivided for 9% gain and used the money to buy HGT which had fallen 3%. HGT is now up 12%. How good is that! How lucky was I!!