If you would like to ask our webinar guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund a question please submit them here.
Agree lostmoney. Off to enjoy the weather on a long weekend so let's see if we get any news and then also how this Q&A (which I keep calling a presentation) goes. Have a good one. ☮️💕👌
Wise words from you all and I see what you are saying. As explained previously I certainly do have sympathy for long term holders but I have invested for the future. I am cautious of what companies say in investor presentations and even in RNSs but if, and it is an if, they can advance the Bet venture then I believe that my investment here will do well. You can argue that they are already making good progress as per the recent RNS but understandably some don't see that as enough. Simple as that really.
Scotty. Apologies: "not presentation as suggested earlier". Funnily enough in my post earlier today I did say that people make mistakes as is evident by this.
Amtech. Fair enough. I would have thought that you would want to hear what they say. Remind me again are you invested in MOS?
Hello Amtech. Are you attending the MOS Hive Telegram investor presentation?
Have a safe flight and hope you are going somewhere nice. I am sure that someone will write up a summary here that will clear your confusions up, however obviously take anything posted here as perhaps not fully accurate as people have opinions and also make mistakes too.
Lothbury. If I can make a suggestion. Attend the MOS Hive Telegram presentation on Monday and one would hope they clear this up for you. If for some strange reason they dont cover it then you can ask them to explain the structure when they take questions. Then within a few days from now you will be clear with it. Thats my plan to ensure my assumptions / research are all correct.
Interesting comment Lothbury.
I would welcome that, however I doubt we will get that as I have not seen many other listed companies do something like that where they have invested in another company, especially a private company.
I did have quite a few shares in an investment company quite a few years ago and that was underpinned by an investment in a listed company and they did not do anything like that although it was much easier to understand the investment as that company was listed.
I have tried a few times over the last few months to research Capital Media / Estadio Bet / Estadio Talk and I have quite a quite a good picture, although nothing that I would be confident sharing at this stage in case I got things wrong, and what I am thinking of doing is joining Telegram so that I can attend the presentation and then asking a question along the lines of can you give us some more detail on the Capital Media / Estadio Bet / Estadio Talk structure, management, shareholders, etc... Unless they cover it before they take questions.
Slightly longer term I would imagine that as soon as Estadio Bet launches it will be easier to understand some more detail on that aspect as you would expect the website to contain some of that information.
I am not on Telegram so I am hoping that they publish a summary after.
Over 3,000 investors is not to be sniffed at. If they get just 1% (i.e. around 30) of those investors interested in buying some shares then that will be enough to see the share price improve considerably!
I agree with Scotty that ME is brave to pick that environment and look forward to hearing what has been presented.
Thanks for sharing your thoughts weedavemac. It's appreciated. 👍
Good afternoon all.
To me that sounds reasonable Citytilidie.
I think we should all see what the company says over the next few months (including the Hive meeting) and debate that as it goes.
The history has not been great but its the future that counts.
Toffeeman123: I would hope that .06 is a distant memory.
I don't want to get attacked again so I won't say anything more upbeat than my hopes are quite a bit higher. Timewise - progress by your timescales for sure and higher than it is now but for me no rush as long as things are progressing nicely.
Apologies to all the MOS supporters here for getting a bit carried away with the number of my posts yesterday. I am very pleased with the update and direction, still can't quite believe it, and in time hopefully people will see the potential.
☮️💕👍
To add: "hitting the hoped for £1m cash surplus". I did not say that if that is you saying something from what I said.
I said something along the lines of that I estimate MOS PLC will have around £1m cash at the moment which is MOS PLC and not Estadio Bet. If my guesses are correct Estadio BET will have something like $1m cash and MOS PLC own + 20% of Estadio Bet.
I did caveat the statement with could be more or less!
I have been trying to find that out but unless I have missed it I don't think that there is anything we can see on the internet yet. My expectation is that in Q2 we will be able to find out more information as obviously to launch they will need a website and / or an app. If anyone else has found something I would be grateful if they could share it.
As for my knowledge; kind words. I have been investing for quite some time and have had good wins and some that were not so good. I don't really rate most corporate finance people / analysts as they all have their own agenda that often revolves around cash.
Good morning Lothbury.
Or as an alternative they don't put anymore money in to Estadio Bet and accept that as the valuation hopefully increases they have a smaller stake in a more valuable company without adding any further capital.
For example let's say it goes very well and Estadio Bet is worth $100m within 2 years and they have 10% of Estadio Bet. Change the numbers as you see fit as that is not my expectation, just an example, it could be much less or much more.
They will also be getting paid by Estadio Bet as they are a supplier (i.e. revenue into MOS PLC, separate to the investment).
On top of this the holding in Capital Media and Estadio Talk (3 separate companies).
I wonder if they will follow this company level funding strategy with Estadio Talk in due course? Or Capital Media?
"bought about .41"
"bought ABOVE .41"
Sorry - been an exciting day in my world!!!
My guess is the 40m is a buy. Reason being that there was simply not enough stock bought about .41 to get a 40m sell done at .41 today. That's how I look at these prints as I imagine that how it works.
Get's my vote. Fair play for suggesting that.
Good reminder lostmoney.
There is no doubting that resource stocks like HE1 have their moments and that was very kind to both of us (as a trade rather than investment).
Nice to see you more positive and long may that continue (as long as the company delivers).
Fair play to you.
Newgrange: thanks for pointing out those delayed buys. I had not see them. They obviously liked the RNS!
I still can't quite believe how strong the RNS was.
Hopefully we can all look back on this day as when things started to turn around for all involved.
Just to add to that last post of mine:
- there was talk before about Bet not having the money to advance / launch and I think todays news puts that angle to rest; or perhaps stops the "when is the next placing" angle (I estimate MOS themselves also have around £1m cash)
- I believe MOS is also a supplier to Bet / Estadio so this inwards revenue also is a positive
- If we assume that the new capital into Bet was $1m then it is more than just a little positive for MOS who still own one fifth (+) of Bet
- it is quite remarkable how many on this board who claim to be investors but are simply trolls are attacking what I see to be one of the best RNSs from a small company for a long time