Member Info for Tiptree

@gkb47 thank you.

Spinnaker thanks for the information but the pre-print link doesn't work for me.. Am I doing something wrong?

1] "Gross origination" includes all client companies that have signed an NDA, a term sheet, or are in, or have completed, the onboarding process. For clarity, the gross origination also includes commercial opportunities postponed or lost/ not eligible.

Anyone bother to read Note 1?

latpulldown that's an enigmatic observation. On the other hand, sells outnumber buys 3:1 (and do look like actual sells) yet the price is holding up at this point.

Is there some other news to come do you think?

Strong RNS, positive comments on here, sale after sale after sale this morning. Doesn't quite stack up.

Robert Louis Stevenson's quote fits RMS doesn't it?

After that hyped-up crazy SP when TB had a windfall, then the rise a few weeks ago when we were all very hopeful, now we have some firm details and a decent likelihood that masks are available and potentially being made in volumes. Is this the right SP for the moment - doesn't seem like it to me?

Agreed. Wonder if MagnusWalker (1 post) is invested here or just trying to "help" PIs.

For how long though.

I'm in two minds about GB's regular Tweets: if he want them to influence shareholder opinion, it sort of works for me but I am concerned that it might also be creating over-optimism, for me at least.

I do hope he's right!

Although determination of trades as Buys or Sells can be wildly inaccurate, you have to wonder what happened with Tristel today.

Sells vastly outnumbered buys, yet at times this afternoon it wasn't possible to buy even relatively small quantities through AJB, and the SP held up well.

Hang around for a few minutes and look at the trades declared after close. I'm curious to know what it means, genuinely.

Much higher volumes than yesterday according to SharePad (+187% by 3pm). Not a clue what's going on but it's a concern when there's no announced reason why.

But it's true, if a senior manager cashes in options at this point, is there no upside in the short-term?

Hang on everyone, you know how this has worked in the past.

Now the SP is below 2p, what are the odds there will be a follow-up RNS to say "actually it's not all bad, we got the machine working and we've got the first large orders in too"?

Reading through the posts now, many think this business is no longer investable.

At what price will YOU add to/get back in? Maybe not at all.

Just when you think it can only get better. A complete mess right now but I'm hopeful that medium term, this will still be a great investment.

Maybe the people most likely to have been vaccinated are the same people most likely to be strictly locked down and not at work.

First time I've seen that Shrek, it's another significant confirmed step along the path for SNG. It would also be good to hear if anyone has recent news on the scalability of production when required. Thanks.

I thought that on balance, this board was better for having ShaunP's input. It wasn't necessary to agree with his opinions but the collating of facts gathered by many, in a reasonably unbiased way was excellent. I used the information but formed my own opinions and didn't always agree with the assumptions made.

Those who regularly use the information on other LSE BBs will acknowledge that barring the odd few who are sometimes rude and unnecessarily aggressive, this is one of the best. 'Thank you' in fact to everyone whose wisdom helps me make money.