Member Info for Triggerboy

Splatted...I do hope so as all the profit I’ve made since March dip us being wiped out by ARB still think LT this will come good but wish I’d put an extra £30k in ggp instead of arb in late March !!!

If you mean H1 results it was mid September last year but thinking we should see quicker this year as comma been far more efficient since peter took the helm.

Duke, I’m fairly confident that when the half year update is given costs year on year will look significantly better given that covid will have stopped all travel and last years one offs won’t be reflected this year. Whilst revenues post halving won’t have been great it should make for a positive read. But the elephant in the room is BTC price rise needed to get really returns. I was slightly hoping to see it above $9.5k this morning

Can’t see it being bed&isa as over annual isa limit, agreed seems odd to be selling at this level unless you are desperate? But totally agree with BTC looking to be stirring upwards you would hope to see some upward movement in SP

Idiot...have to agree taken the decision not to add further not because I don’t believe in the fundamentals of the company but because think there are better returns out there. I think a good half year update which shows good progress on cost control will certainly help give the SP a kick but I’m nervous we could get a takeover before then as conservatively the company has a NAV of £20m ? So at these levels it’s a bargain for someone who’s wants an off the shelf miner with out all the set up headaches.

I think the only way we will see a significant rerate is if BTC moves up, thinker someone said the other week once we are over $10k everything should be pure profit so at $20k all other things being equal we should be generating yearly profits around the £20m mark so you could see a SP around the 20p mark relatively easily.

Other piece of advice is to forget about the share for a while and just track the monthly RNS and crypto prices. I followed a lot of the recent discussions and think now is not the time for dividends (was an advocate before), on the fence about buy backs and don’t think dual listing is cost effective from what I’ve read but would help. Think we should be HODL whatever we can but equally we should be making the right kit purchases when the opportunity arises.

HOw do I access the telegraph group ?

I was thinking a big percentage for BTC for all the reasons you’ve outlined but thought I’d have a dabble in a few others but there’s so many don’t know where to start

Do finally taken the leap into buying crypto directly as happy with current holding in ARB and set up a coin base account, taken into account the tips around the risk about holding on an external device for security buyback not going to risk millions just yet !!!

Just wondered if anyone has any tips on crypto’s to buy initially ?

Looks like good prompt from this BB to peter to buy some shares, perhaps we should ask for a commission???

2 RNS in one day !!! Great news and the show confidence I needed, mind you far better entry point than I’ve got for all mine !!! Enough for me to start adding again...

Forgot about Canada day, that make sense so hopefully will see tomorrow. I can’t see us get getting much guidance on first half other than maybe a total position on coins HODL

Someone forgotten this month ?

There’s surprise supposed to be generating sufficient cash to cover costs by the end of first half of the year to avoid using awful finance deal. We are in the first week of second half of the year and we are back to the same old routine. Now all we need is some fairly ambiguous good news so they can off load shares into a manufactured spike.

Thanks for the pointers but still non the wiser on what way to go !! More research over the weekend

guess it’s going to be next week then?

Been contemplating buying BTC direct but have to be honest I’m a bit of a Luddite so setting up a wallet, etc has put me off. Also was going to buy more ARB but think I’m exposed enough in that but think there was thread a while back from someone about BTC funds that can list in a SIPP ? Anyone invested and would you recommend over buying BTC in a traditional wallet directly ?

I was hoping for margin to be far north of 20% ! But it’s been a weird month given all the fluctuations. I don’t see the monthly results making much difference. Got to hold for the half year results, let’s hope it’s a quick one

Wonder how quickly we will get this months trading update ? Be nice to see it Friday so people have got the weekend to catch up on it...my forecast for BTC is 150 to 170 for the month.

THanks for that idiot...must admit it’s 15% of my portfolio already that’s why I’m reluctant to add but I do still believe in the fundamentals under the right management. But do agree with you short of a BTC explosion this is going to take some time to rerate.

MORning Idoit, overall where you confident in what they were saying or more importantly if funds allowed would you be adding ?