The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Interesting Candid.
Noted in today's Rns GS now have 3.1 million less shares from between 29/12/21 (~6.5 mil) to 5/01/22 (~3.4 mil).
I don't see 3.1 million shares sold between these dates?
Do you think we will get another holdings RNS? Shares moved/transferred?
Every entitled to their view whether bullish or bearish. Averaging down at the moment myself - DCA. I know some people have buy in targets for bitcoin between $40-$42k (even $39k). I expect bitcoin to bounce (hopefully) to ~$53k up to $60k. Will re-evaluate then. Fear/Greed Index very low. Also Elliott wave analysis pushes bitcoin to this price (poss.) on completion of 5th wave (when 4th wave completes). Hopefully double bottom soon.
Don't read the BB so much. In any case I am a LTH.
GLA LTH
Thanks for posting BBE. Don't post a whole lot myself. Appreciate your comments. OTC listing soon..
ATB GLH.
https://mobile.twitter.com/Pluto_Digital/status/1442493419415224322
Pluto Digital announces that it has entered into a strategic partnership with NFT trailblazers,
@terra_virtua
and sports tycoon
@jon1startist
.
This is a collaboration of astronomical potential and is set to revolutionise the Metaverse of Sports NFTs.
https://plutodigital.medium.com/pluto-partner-with-nft-leader-terra-virtua-and-sports-tycoon-jon-smith-obe-e52f0ecbc8d1
-
Posted yesterday @ 3.16pm
Apologies if already posted.
Excellent work from Mike as usual. Thanks Mike.
https://twitter.com/mikk2k2/status/1439890229528236036
Https://mobile.twitter.com/mikk2k2
Just seen another £619k @ 116.5p appear in trades shown from yesterday (16.40pm).
Would appear to be a buy as well as £531k @ 117.1p (16.57pm) also yesterday - s/s taken by Mike
https://mobile.twitter.com/mikk2k2
Just seen another £619k @ 116.5p appear in trades shown from yesterday (16.40pm).
Would appear to be a buy as well as £531k @ 117.1p (16.57pm) s/s taken by Mike also yesterday.
https://www.google.com/amp/s/cryptopotato.com/kevin-oleary-explains-why-institutions-arent-in-crypto-yet-exclusive/%3famp
https://youtu.be/5AdzMLhrOlQ
O’Leary talks about some important considerations for our industry, such as portfolio diversification, ESG concerns, institutional involvement (and why it’s not there yet), and some of his most recent investments, such as WonderFi.
We’re also joined by Ben Samaroo, founder at WonderFi, who talks about the future of DeFi and where the industry is headed going forward.
-Not had a chance to listen too yet but noted paragraph:
O’Leary also touched on the recent hot topic of ESG standards. He believes that more capital will go towards mining facilities that mine sustainably.
“Going forward when I look at new capital in mining, I will only invest in sustainable miners. I have to, I don’t have a choice. It’s not like this is a personal decision, I have to be compliant.”
Interesting interview with Wes Fulford.
https://www.etf.com/sections/features-and-news/bitcoin-etf-mines-esg-firms
ETF.com recently spoke with Wes Fulford, CEO of Viridi Funds, which launched the Viridi Cleaner Energy Crypto-Mining & Semiconductor ETF (RIGZ) two weeks ago. Fulford discusses how his ETF tackles the “E” in “ESG” and what makes cryptocurrency miners a potentially better investment than the tokens they mine.
'We’re providing an infrastructure investment product to the public markets because we believe that through an active management strategy, we can identify some fairly prevalent mispricings, leveraging our financial markets’ background, and our hands-on operational expertise with the team at Viridi.'
-Good to see them adding more Argo to their holdings then.
https://viridifunds.com/rigz-etf/
Just for Mike to add to list (I'm sure he is probably already tracking this)
This ETF added 18371 shares to Argo holdings yesterday. Thanks for keeping us updated Mike.
ATB.
Just catching up here today. Good to see RG adding to his position (10th Aug rns) - this must be in addition to his Adams plc holdings (bought shares in May @ 11.35p). Interesting the link with LOAM and RG - I know of at least 1 other co. they both have a very high interest in (>11% in RG case and >27% in LOAM case).
Hopefully he will continue to add to catch up with LOAM % holding here.
Thanks for sharing the great research and informative posts all esp Killik and co. Largest holding.
ATB
P.s. Still hoping for a tie-in with intel in Guardian or other licence agreement.
https://twitter.com/BrianNoronha5/status/1425572963252854788?s=09
Someone posted a good comparison of BTC mining stocks on twitter (valuations). Sorry if already posted (so many threads).
Also a big thankyou to Mike for keeping us updated on fund ownership.
Kudos.
GLAH
A lot going on in the background imv. Hoping for a merger with an Nasdaq co. or more likely a deal with a Chinese miner to buy or host rigs (or combination of both?). Conversations ongoing i'm sure and with Bitcoin hopefully heading towards $48-$50k. Interesting times. ;)
Someone expressed the idea of a merger with an Nasdaq miner. Maybe something is happening in the background with all these 'conversations'. Don't know, but with Institutions continuing to add and/or new funds too and B word conference tomorrow I'm holding/adding. Maybe CW, MS, JD etc can convince Elon to allow purchases of Tesla's with BTC again. I'm sure all will be forgiven with Bitcoin crew if/when he does.
GLAH.
Taking the opportunity to top-up myself. Posted 17th June re: subdued sp.
We have had US based Toronado fund paid 10.5p (raising ~$10million) in March and Adams plc (ADA) paid 11.35p in May (8m shares valued at £908,000).
Since then we have had NE Director Michael Brown purchase 1m shares @ 8.625p (22 June) and further 700,000 @ 8.5p (24 June).
Just read Schnorrer re: other purchases (most recent).
GLAH.