Member Info for VarnaOAP

Another day when the amount of shares bought is three times the number sold but the share price goes down, weird!

Interesting RNS showing that 100% Chinatown bond holders renewed and 99.9% of Carnaby bond holders, it displays a high level of confidence in the future trading in both areas.

Six times more buys than sells yet the share price goes down, is it only me that finds this somewhat puzzling? There has definitely been interest in the past from US buyers about obtaining the Covent Garden estate, I’m also surprised that the Norwegian Investment Fund hasn’t shown an interest in the Soho estate, as they own most of Regent Street. I’m not a professional investor but I do know that the West End is booming again.

I have sent a research note on Guild to investors who are involved in sports management companies in the US, hopefully this will encourage some activity on the OTC market, there hasn’t been much up to now which I find surprising.

I met Beckham, he is a really nice guy but he certainly does not have a business brain. I think the fundamentals of Guild are sound, especially the Academy, my hope is that a hedge fund will get involved and drive this forward.

I was fortunate enough to look a US hedge fund owner when he visited London, we attended a Esports event at Wembley Arena and it was obvious that this is becoming an important sector for serious investors. I did not receive any information about Guild but decided that I should make an investment thinking that Beckham brought something special to the table. I am disappointed that he seems to do little to promote the company, given the extraordinary terms he secured. I will hold in the hope that he makes more of an effort to promote the company but I’m not holding my breath!

I am not an expert investor, so I don’t comment with any great knowledge but what I do know is that business in Covent Garden is booming again, try finding a parking space there in the evening! The Norwegian Investment Bank already owns most of Regent Street, so Carnaby Street would make a good fit if the merger with Shaftesbury goes ahead. Covent Garden could also be a takeover target with the increased business and rentals, I have a small investment which I intend to hold for the foreseeable future.

I am not a professional investor but understood that esports has a massive future, it seems that this was the wrong company to invest in, why is Beckham paid so much for so little input? I am resigned to losing my investment but I only invested what I could afford to lose, so far 5k.