Arria Nlg Ords Share Discussion Threads

[aja5] 08/9/2016 20:58

I am on a iPad but will fire up the laptop later if you wish.
Most of the above is plain common sense regarding a prepack by creditors.(as already stated I do have some experience in this field)
The company clearly laid out its financial position in the July interims rns.
The basis if the above comes from the company website and rns statements !

[kidknocked] 08/9/2016 20:57

Aja5, in addition to answering Jumbone, one example of my 'multiple' ids. Just one.Cheers pal

[jumbone] 08/9/2016 20:53

Every single point aja5

[aja5] 08/9/2016 20:51

what exactly do you think needs clarifying ??

[jumbone] 08/9/2016 20:49

Aja5:

Now I am confused.....

So can you please substantiate Every point of what you posted with evidence, examples and proof please..

1. The secured loan note holders are the biggest investors.

2. They are the ones that are due interest payments at the end of the month.

3. They are the only ones who could therefor appoint a administrator.

4. They mainly domicile in NZ.

5. Where the work for a listing is being done.

6. They are the ones who are funding a substantial part in the £8.5 million fundraising.

7. Without that money the company will be unable to pay the interest payments due.
(According to the board of directors)

8. Why exactly do you think they should take you and all the common equity holders with them when they don't have to ??

9.Why let a substantial part of the company remain in equity holders possession ??

Thanks in advance..

[jumbone] 08/9/2016 20:39

aja 5:

When I said unpleasant I didn't just me..

I meant the thread...

By the way the advice is to KidKnocked and to every one else as well..

Come on Guys...

From many many years of Business and trading experience..

The Goddess of wealth Fades away from,

Unclean.....

Unpleasant...

Un-beautiful...

Environments..Companies..Localities..Cities...Areas...Houses..

And also

Bulletin Boards...

If you all want to make any wealth from this company..

KEEP IT PLEASANT

Many think that wealthy neighbourhoods are beautiful and clean and neat and welcoming.. because it's wealthy...

On the contrary.. If a neighbourhood is beautiful and clean and neat and welcoming.. Wealth GOES TO IT

Look around... I don't have to prove it to you.. You will know I am right.

[aja5] 08/9/2016 20:31

Lets make it easier for you kid.....
The secured loan note holders are the biggest investors.
They are the ones that are due interest payments at the end of the month.
They are the only ones who could therefor appoint a administrator.
They mainly domicile in NZ.
Where the work for a listing is being done.
They are the ones who are funding a substantial part in the £8.5 million fundraising.
Without that money the company will be unable to pay the interest payments due.
(According to the board of directors)

Why exactly do you think they should take you and all the common equity holders with them when they don't have to ??
Why let a substantial part of the company remain in equity holders possession ??

Everything above is factual........so the risk is your trust in a few very wealthy people wouldn't do anything like that.....the tech currently is irrelevant ......
My experience of wealthy people doesn't fit within that mantra !!

[kidknocked] 08/9/2016 20:30

Anal5,Here's a challenge for you....list any, just one of my multiple IDs I have....

[kidknocked] 08/9/2016 20:25

I expect an apology from you beginning of October.

[aja5] 08/9/2016 20:22

I would say the closer it gets to the end of the month the bigger the risk kid !
They need that funding,if we accept jumbones research/information the loan note holders aren't playing the game (not unsurprisingly I might add) which I have been questioning for two months !!
Something that you chose to ignore.....

[kidknocked] 08/9/2016 20:14

Hi Jumbone. Sorry, just making sure I'm not you, it's quite confusing lol !!!Even though I've only ever had one ID on Advfn, thought I'd check. Very interesting few weeks coming up. Please repost your research and thoughts, which I thought was great work. I own this thread and a pleasure to see it reposted. Kid

[jumbone] 08/9/2016 20:07

KIdKnocked:

No I am still holding solid...

Sorry.. Had a lot of Level 2 headaches today...

Don't engage with de-rampers...

We all know why we are invested here...

[aja5] 08/9/2016 20:06

Kcr69

Be of no doubt the kid has numerous usernames !

You seem to have a very balanced view of the situation have have put your money where you mouth is....fair play
I have no issue with the tech indeed I quite like it and have always said so,the issue is how it's monetised
How the company is currently funded is quite simply unsustainable ! To be fair to the company they have played fair and highlighted the risks to all investors.

The risks of a prepack via administration that you highlight is massive,and to be fair if it was my company that's what would happen (I have done so before). All the work has been done and then relist down under. That would take away a lot of the shares in issue and remove about 35% of the debt ( did you notice the loan notes stopped being unsecured debt) I would personally find that a red flag.

[jumbone] 08/9/2016 19:58

KIdKnocked:

Sorry was busy sorting out Level 2 problems almost the whole day , hence didn't look at this BB till now.

Hence my near absence on Twitter as well

My sincere apologies

And

aja5:

To blame KidKnocked that he is posing as me with my ID is absurd..

Look at my history, style of writing both here and on Twitter as @Jumbone_

It should be clear to any one that we are 2 different people...

Now to the facts of contention:

>>You having doubts about NZ$ 2.00 as the listing price is your opinion and your position

>> You have every right to any opinion and you are also right in holding on to that position

>>I differ with your opinion and hold a different opinion and position So accord me the same right that I willingly give you...

>> I could have called you an Idiot, brainless... and a choice of a dozen other adjectives

>> But I will not and cannot because I am not prepared to dilute my values

>>I have stated very clearly that this position of mine is based on my own logic and sources of info..

>> I have not asked you or any one else to believe in what I believe..

>> I have put forth my logic and arguments out in the open...

>> All those who think that those are logical and sound have chosen to invest and are here..like KidKnocked and many others here, on LSE as well as those on Twitter

>> Since this is the first instance of your name calling..

>>I am being pleasant, nice, and civil...and am requesting you..

>> Lets not make this an unpleasant board...

>>Some one worse than you had blocked me from posting what is right from another BB

>> Due to Which many many of hours of my research which was posted is invisible to all

>> Some one's misplaced pride has become very costly to many others who may want to look at that information..

>> Time will tell who's right and who's wrong...

>> If I am wrong I will most certainly apologise...

>> But from what I have read, heard and understood the chance of that happening is very slim..

>>In the mean while feel free to think what you think and let us do the same..

>>But without any unpleasantness

>> Have a nice pleasant evening...

[kidknocked] 08/9/2016 19:31

And yes, also very pleasing that the share price held up today. An encouraging sign.

[kidknocked] 08/9/2016 19:29

I'd be very surprised if Jumbone had sold any either.

[kidknocked] 08/9/2016 19:29

Hi Charlie,Apologies for diving off the deep end with Anal5, he's just an irritant. You do raise valid points and re the lack of buying (even though the share price had recovered admirably from its lows) if this is going to £1.10. I would have expected to have seen more tooUntil it's announced, the float price and scheme date are speculation and until agreed, some doubts have to persist. I guess we all find out in the next three weeks, max. And I absolutely assure you, I haven't sold a single share in this since my purchases last year. I'm a very firm believer of the tech, the firm, the man agents and think it's definitely worth the risk.

[kcr69] 08/9/2016 19:17

aja5

Firstly I am not kidknocked and have absolutely no idea who he is.

I think it is a real shame that you have to be so unpleasant and unbalanced in most of your posts because I actually believe you make a lot of extremely valid points.

I am invested in NLG (not a huge amount but around 100,000 shares) and as such do not think the business is a POS as you seem to constantly like to express. I invested because I genuinely believe in the concept of the technology, and have been impressed by the associations and trading partners they have built up, and more recently somewhat relieved to see the launch of mainstream products. So while I believe there is a vast commercial opportunity for narrative backed analytics, I do have numerous reservations and concerns.

1. The analytics space is extremely crowded, and not all businesses will want a narrative on the output of analytics thus reducing the potential market size.

2. I agree with some of the points that you have made with regard to recent funding. Some of the most recent funding has come at some extremely hefty premiums. (I do not have an issue per se with the cash burn on an annual basis, but recent funding does not give me the confidence that the major investor base is quite as supportive as some allude to).

3. Like you, I have absolutely no idea as to why or how Arria can expect to list on new exchanges at $2. Even if such an event could happen, I am at a loss as to why we haven't seen extreme buying at 11p - 20p from those investors about to purchase 10 million shares at $2. I would love anyones thoughts on this.

4. Based on the above I do not rule out the possibility of the business being taken into private hands, prior to or following administration.

However on balance, my current position is to stay invested based on the longer term opportunity I believe the technology presents.

Some final thoughts.

While I genuinely appreciate and enjoy reading the positivity from Kidknocked and Jumbone, as far as I now they could currently be offloading their entire holdings. I hope that isn't the case but I am not blind to the possibility.

On a positive note, with 220,000 shares sold today it was somewhat pleasing, and surprising not to see the destruction of the share price I am not a huge believer in fantasy and conspiracy theories, but such action, particularly if it continues, does suggest a buyer or middleman wanting to build a share count.

Anyhow, I just wanted to share my thoughts with you and hope you can contribute to future discussions in a more constructive fashion even if you continue to believe the company is a POS.

Regards

[kidknocked] 08/9/2016 19:09

The Board anticipates that the expected price of the offer of the securities bundle in the proposed fundraising, will be at a significant premium to the current Arria NLG ordinary share price.price was around 17p when RNS issued.

[kidknocked] 08/9/2016 19:08

KCR69 & Kidknocked:I am humbled by your appreciation of posting my research...Your Logic of holding 10 K bonus shares and en-cashing them before Feb 2020 if the share price is higher than NZ$ 1.00 (It's not 53p) Makes a lot of Sense. There is absolututely no disputing thatI have in addition to Kidknocked's point of view of MM's are the beneficiaries of holding the share price as low as possible" I have another point of view1. Until now... NLG's proposed primary listiing in NZSX & ASX is just that --- PROPOSED2. They need a regulatory consent from both NZSX & ASX... Both are pretty tough regulated exchanges3. They also need the complete consent of the Listed Warrant holders to the scheme.4. Because the BOD's intention is to NOT to list ANY trade able warrantsQuoted WarrantsQuoted Warrants5. Take a look at the largest holders of the "Quoted Warrants"Substantial Warrant HoldersSubstantial Warrant Holders6. Both Iconic & Litespeed are not going to easily agree to the scheme since they have loaned huge monies to NLG expecting a substantial rise in NLG shares7. Instead of rising the share price had fallen down to rock bottom.8. For example Iconic were thrilled to have the option to subscribe for 3.125 mill additional share warrants with a strike prize of £ 1.33 per shareThis is from 10 Oct 2014 RNShTTp://www.investegate.co.uk/arria-nlg-plc--nlg-/rns/convertible-loan-notes-to-raise-circa-us-5-0m/201410010700090791T/Iconic WarrantsIconic9. Additionally the unquoted warrant holders might also not agree to the scheme unless it's at extremely attractive terms10. Hence there is a lot of doubt on whether this Scheme will go ahead at all.BUT This is going ahead definitely and at substantially higher Listing price and I will stick to NZ$ 2.0011. RE Read the RNS of 04 July...This part:Proposed FundraisingProposed Fundraising12 The fund raising of £ 8.5 Million is through an IPO & subscription13. The pricing will be subject to market evaluation14. That to me means that NLG is going to the NZSX & ASX market with a new prospectus... Detailing current revenues + Proposed future revenues with "RECOUNT" working intandem with XERO, QuickBooks, MYOB and even SAGE15. This would most likely to be something like my fair value valuation of NLG shares but taking the new additional shares into account16 A few months ago XERO raised over $ 110 Mill just for US Expansion plans...hTTps://techcrunch.com/2015/02/24/xero-accel-matrix-111-million/17. So NLG will put forth a new proposition to the OZ & NZ public to subscribe to it's 100% underwritten IPO18. As per my info they have already lined up New Institutional Investors, MSL will also be taking a big chunk of the New shares19. In their own words "a standby underwriting agreement between Arria NLG Group, the Company and MSL Capital Markets, which in turn will be supported by a series of standby sub-underwriting agreements with certain existing shareholders and new institutional investors."Proposed FundraisingProposed Fundraising20. It's time to look upon Arria NLG not as just a bunch of academicians talking about AI.. and to look at them as a consumer software product company.21 This is very clear from their intended reason for fund raisingPurposePurpose22. This announcement about the Scheme will be Before the end of THIS MONTHAgain look at 04 July RNSWhenWhen

[kidknocked] 08/9/2016 18:59

I did not post the two dollar listing price, but the person that did had clearly done a lot of work on this and some of the elements mentioned by Jumbone align with my understating of the situation. You're just a bitter little man with little man syndrome, because I took some of your money away from you. I expect an apology at the start of October.