Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
Trimmed a couple, but remaining comfortably long.
I think the BoD may be missing a cunning marketing wheeze.
since EUA has the unique property of being an AIM share where the price doesn’t matter, they could promote it as the ultimate hedge / safe-haven share in turbulent times? … EUA, the share where you can invest and forget but still sleep at night! KSA and other big boys would probably be interested to even out all them pesky oil price swings and geopolitics.
… & (3), even if one disregards amit’s personal credibility / status/position, does the large corpus of cloudtag updates, taken as a whole, have good persuasive validity and face validity, i.e. coming across as internally coherent, consistent, and being a ‘good fit’ with what we would expect and understand from a business of this kind in this domain?
… & so (2), does amit have a personable high credibility, v widely recognised in the business community, for his wisdom, achievement, judgement, etc in the field as a whole, even if not so specifically in relation to DaaPs etc? [… in the sense that one would tend to listen very carefully to thoughts of lloyd blankfein, warren buffet or jamie dimon about stocks and shares, and corporate affairs, even if one knew that they were not particularly expert about a very specific company or sub-sector]
… so, (1) does amit have a demonstrable track record [repeated, frequent, long-standing, recent?] of setting up, developing and selling companies on his own which he has then sold for large sums to the benefit of shareholders who have invested in him?
Whispering tends to over-complicate, whether by constitution or design i am unsure.
there seems to be agreement between most enthusiasts and most sceptics that there is no independently verifiable public domain info to show that cloudtag has developed and sold tech / IP for quarter of a billion plus.
therefore, most of the argument hinges around the degree to which cloudtag’s umpteen updates are credible or not, with both enthusiasts and sceptics tending to accept that the updates are probably driven by amit himself (i.e. rather than an impersonator).
16:03, whispering, i was asking you what you think the relevance is, since you brought it up.
Whispering, what’s that got to do with whether or not *cloudtag* is a genuinely very valuable commercial entity?
cloudtag was not set up as an investment trust designed to profit by taking stakes in shlomo’s businesses. and cloudtag is *not* one of shlomo’s companies.
Helx, you’re entitled to your own opinion of course. if you think that time doesn’t matter, that’s up to you …. but me, i think if you are trying to make an argument about someone’s business credibility, then i think it does matter what, if anything, they’ve done in the last twenty five years.
i have never said anything about amit not being intelligent. but that’s a different issue from whether he has ever developed a company on his own and sold it for big bucks … so far as i can see, he made money a long, long time ago riding on the coattails of others.
the comms have not simply been “poor”, they have been self-contradictory and inconsistent. if i was a juror or judge in a trial or tribunal situation, i would not trust someone who gave that kind of evidence or testimony.
1) how long has it been since amit managed to achieve a big payout by selling a company? - it looks to me like it’s been a pretty long, long time since anything like that happened.
2) has there been any evidence of amit achieving a big payout by selling a company *that he developed himself*, i.e. rather than just piggy-backing off someone else’s ideas and commercial nous?
3) has there ever been any evidence that amit achieved a big payout for other people (particularly retail pis) invested in his previous companies, rather than payouts for himself?
4) in gauging the probative value to be given to amit’s multiple updates, it would be reasonable imv to take into account not just amit’s personal credibility as a businessman, but also the internal consistency and coherence of the updates themselves — my own reading is that the updates are often self-contradictory, vague, incoherent and inconsistent.
… and sure enough, pikeyk evades the question and just carries on trolling.
Don’t be daft, pikeyk, i can’t tell you why you believe that enzo is only pretending to be a shareholder … that’s your idea, not mine. (me, i just take his post at face value … i assume that enzo is a cloudtag shareholder who is understandably frustrated and angry at the disappearance of his money and is seeking redress.)
… looks like you are just trying to evade the question.
? what are you imagining the motive would be for someone like enzo to pretend, at this late stage of the cloudtag game? — if those deals are utterly genuine and fully completed as amit has claimed, then no posts on this chatboard will make any difference to the fabulous payouts that will soon be sent to shareholders; so why would someone pretend to be a shareholder here if they are not?
? if you believe that enzo is not a cloudtag shareholder, pikeyk, then what do you think that his motive would be for pretending to be one and posting about contacting the police … what do you imagine the purpose of that would be for someone not holding cloudtag shares?
(given that this share is not trading on any marketplace, so it’s not like anyone can be looking to daytrade by ramping or deramping).
( & same question to you would also apply re folks like 1984, petebo, *****, doug … there’s plenty of ids on here that you’ve trolled who seem pretty likely to be shareholders, without you ever making any attempt to contribute to any sensible discussion of cloudtag itself.)
? do you think enzo is not a shareholder, pikeyk? - you seem happy enough to troll him.
PikeyK 08:40: “to me it looks like your focus is bickering with randoms on here, blowing smoke up your own hoop and trolling other shareholders…”
lol, that from an account which was set up solely and specifically to troll other posters on this chatboard. the pikeyk ID has never done anything else.
I don’t think his personal domicile would be particularly relevant one way or the other ( … e.g. if your normal domicile is in vietnam but you murder somebody in london, it’s still gonna be the met that gets involved, not the hanoi plod!).
B3ast, i’d still have the same question; UK police would be focused on alleged crimes committed in UK jurisdiction. i’m afraid i don’t understand what kind of offence enzo is thinking may have been conducted on UK soil.
(? i am presuming, perhaps wrongly, that enzo doesn’t mean the st vincent police force, who is quite busy at the moment rescuing a cat up a tree, after which he has his lunch-break scheduled.)