Prime Assets are the Board28 Apr 2021 00:36
I like both Guild and Semper but have bought far more Semper. Think its wrong to start on second day of launch here for supporters of each to be conclusive in any comparison valuations between the two.
What value would market place on say Tony Hayward ex BP CEO , Genel and now Glencore if he suddenly took the chair at say GBP or TRP....the stock price would go minimum 10x's their current valuations.
Okay so Semper has Keith Harris, a city player who moves in the very highest tier, the stratosphere of finance. He also has the very strongest connections into Football and sports in general. There is nobody in the English FA clubs/ players/ agents/ "SPONSERS" that would not take his call and listen to any proposal with interest.....nobody would refuse this man!! Similarly for any person or orginisation he might wish to talk with in the city.
So what's that worth to a fledgling company? Tens of millions is the answer. The share price will eventually reflect this correctly, currently nowhere near as yet.
We also have Nolan Bushnell. Inventor of Atari, godfather of gaming. If it wasn't for his vision many years ago Guild wouldn't even exsist and nor would Semper. This guy has been a constant creator of new developments in past 3 decades....you think he has put his name to a total non starter of a company. Lets not be silly he is here for a reason and it will be something very big.
Nolan is so revered any idea he had he could comfortably go to any number of US entrepreneurs who would create a vehicle for him and raise 10's of millions of dollars just on his name alone.
Then Kevin the Semper CEO. This guy obviously has an incredible dream ,desire and drive to be at the helm. Folk should give this bloke credit for what he has achieved so far just with above 2 key players. He obviously has connections and eye for talent by signing the Top Blokes team to Semper, they are the 6th best team in the world currently!
I bet when likes of Red Rum was in its prime other trainers would have happily given up their entire stable just to own that singular horse.
So read above and then before any news starts to hit , which it will , consider where this should be valued simply by potential of the business model shown to the market so far. I personally think its multiples of share price now......before any news.