RE: Podcast link5 Jul 2022 14:59
Skeletor
Out of curiosity what is it that you think is causing distrust for the market.
If I play devil's advocate and I tally up all the stuff the BoD has said over the last year, almost all of it has come to fruition and has been relatively accurate (not including Gfin because that's now entirely on Clarks shoulders at Gfin).
Quite literally the only thing that could be conceived as a negative here in the past 12 months is the placing in march but even then, the company explained it paid the remainder of Krunch off to own it in full, we bought a chunk of Gfin for the long term and because we're likely to be in partnership with them, we stated that a chunk of the remainder would be used for startup deals (the likes of which are huge and we jave already seen announced like JIO and Pumas yesterday), all while keeping a health cash balance for potentially volatile market conditions ahead...
I genuinely can't conceive how any sensible LTH can view that now as a bad or untrustworthy thing to have done. They've literally given us a huge extra chunk of protection while also buying disposable assets.
Do you think PIs have other areas of mistrust in the BoD or are you hearing things on BBs for instance that are causing discomfort?
Livescores happened and went well, IGS happened and went well to the point it has been renewed for a larger figure, JIO happened (albeit it took longer to get running but that's just business), we own livescores now, Battleriff is likely to be launched as a project soon, Fanzine is a huge open door for us. And I know I've missed a pile here too.
I've got tickers for a lot of other companies and I cannot think of another company with the level of news output with big names that we've got on the go right now.
I don't mean any of this as an attack on you as youre just raising it as a point, I'm just laying my cards on the table for what I'm seeing and I'm hoping it can better help me understand peoples thoughts and sentiment.