Member Info for Tallchad64

Their website says. We are a Swiss banking group specializing in the management of large assets, custody for private and institutional clients and corporate advisory. We are active in Lugano, Milan and London through the Banca del Ceresio, Ceresio SIM, Global Selection SGR, Eurofinleading Fiduciaria and Belgrave Capital Management.

Anyone know whether Ceresio SIM SpA were holding on their own account (they are an asset manager) or if it is a a nominee account for someone else and if so who?

This is how I look at it.......3-5 years out
Inventory market estimated £2trn
Consider a conservative 1% market penetration - £20bn. Financial institutions' capacity to absorb this new asset class? Yes
Consider a 1.25% fee (net of costs)
Earnings £250m
P/E 20
Market cap £5bn or 15.2p per share.

Good for you mate. Wish I'd had a bit left in the tank to have done that.

Correct. Their partners are genuine players. e.g. Stormharbour LLC are certainly genuine, formed just after the 2008 crisis from the Credit Suisse securities trading team, when banks stepped back from this business. They and AgFe (same story ex Morgan Stanley) they have access to the same roladex of institutions to place these securitised investments. They are not fly by nights.

Careful, investorwallet is a pure charting/quant tool that follows price trends. Don't get me wrong, would be lovely, but I'd completely ignore it. You need to consider fundamentals (earnings potential, price earning multiples, growth factors, competitive landscape/first mover advantage) to make any sensible projection of where this will end up

Havent posted for a long while (and had to re-register and add the 64 to Tallchad), but recognise MinorMinor and Iky from way back when the South African 'opportunity' took the share to around 11p, then it came crashing down, but I've held onto my million shares because I like the fact this guy keeps trying and he also holds a big stake in this company so I figure this is his golden nestegg in the making. Lets hope he is onto something now, in which case this could be a very nice earner