Blue Star Capital Share Discussion Threads

[7rademark] 30/9/2022 10:48

How can blu reasonably expect "hope" guilds share price recovers when everyday they match any buying with selling. Once blu have finished gild will correct and make BS look like fools imo.

[trentendboy] 30/9/2022 09:11

Strategy seems to be the right one - really they need to exit and return cash. Really pointless having employees as they don't actually do anything

[microscope] 29/9/2022 14:56

My gut is that they'll sell down Guild gradually, not in a rush though, and unpopular though it may make me, (well used to that lol :) ), I wouldn't be surprised if they have taken advantage of the spike somewhat.It'll keep BLU cash requirements ticking over too.

[888icb] 29/9/2022 14:07

Tony Fabrizi podcast.
Excellent podcast following up on his RNS statement. Very clear where he intends to take this focusing on Dynasty and Satoshipay. I get the impression he has reasonable expectations for Guild but he will exit I would expect once it has recovered and we can bank a decent profit. BLU are not going to raise any new capital and the proposed share options for Directors will not kick in until 0.35 compared to current share price of 0.15 and current NAV of 0.24. The intention is to cash out what he sees as very profitable investments in Dynasty and Satoshipay over the next 2to 3 years and then to ask shareholders what they want to do with the cash.
Personally I think this is a great strategy to allow shareholders to realise the full value of their investment.
Welcome back Tony.

[maverickps123] 29/9/2022 13:45

Not surprising how many have followed some people in TNT... everyone leaving the ship for now!

[7rademark] 29/9/2022 10:38

Looks like they are still selling guild down to me.

[sev22] 29/9/2022 10:31

Tony Fabrizi of Blue Star Capital discusses portfolio progress:

[sev22] 29/9/2022 10:30

Tony Fabrizi of Blue Star Capital discusses portfolio progress:

[microscope] 28/9/2022 12:10

I'm not entirely clear on the strategy, and if as others have indicated Tony looks in here, perhaps he could clarify a couple of things in general terms?

From a close reading, the company seem to want to support Satoshipay and Dynasty as the two core investments as they see significant growth potential, over the next 12-18 months, but with a two year exit strategy for both.

As to where Guild fits in to that I'm less sure. Is it part of the Dynasty (as another eSport?) as core, or not? I suspect not from other references to the 'two' key holdings.

Also if at the end of two years the exits are complete and they intend to consult with shareholders as to what next, that doesn't quite fit with the three year potential Director options at .35, though it does state 'maximum' three years. Presumably return of cash to shareholders would be a likely outcome post exit.

Even now I need to be convinced about Satoshipay. Are revenues 5,6,7 figures at this point, for example? My guess is profit is currently tiny, but we just don't know. As to Satoshipay valuation the 'highly subjective' comment is probably fair.

[zxie] 28/9/2022 08:03

Looking good

[fairenough11] 28/9/2022 08:03

Well done TF AND YES well done on the potential sale of Leaf/Eastside & NFT.

Guild has the potential to get above it's 8p IPO and I wouldn't be selling those anytime soon.
Dynasty sounds fantastic and could be worth a fortune going forward.
Satoshipay/DTransfer/Pendulum is also a potential company maker in it's own right.

Onwards and upwards.
.24 the very bottom valuation imo.

[fairenough11] 28/9/2022 08:00

Well done TF AND YES well done on the potential sale of Leaf/Eastside & NFT.

Guild has the potential to get above it's 8p IPO and I wouldn't be selling those anytime soon.
Dynasty sounds fantastic and could be worth a fortune going forward.
Satoshipay/DTransfer/Pendulum is also a potential company maker in it's own right.

Onwards and upwards.
.24 the very bottom valuation imo.

[microscope] 28/9/2022 07:56

Thanks KP.Interesting update this morning, and while the development of Pendulum is promising, I'd still like to see more revenues.That it's profitable is something, though BLU's view of the valuation strikes me personally as potentially on the generous side at this stage.Dynasty valuation is pretty much in line with what I suggested yesterday.A fair update, now all we need is markets to pick up and the seller to clear!

[kcowe] 28/9/2022 07:31

Biggest news in there ...satochipay is profitable .

[purplepelmets] 28/9/2022 07:23

God bless Tony Fab. Simple, clear, concise. I'm holding tight, could care less what the 2 narcissists and price manipulators do.

[microscope] 27/9/2022 14:01

It's been a long time since I've looked in here, possibly even pre-Covid! But a mix of Guild news and a price alert encouraged me to take a fresh look.

And Tony is back at the helm! Welcome back to him, I think knowing what we do now about the previous change, it's probably a positive move overall. However, saying that, I hope he has learnt from his previous tenure.

My biggest criticism was that he allowed Satoshipay to drift without in my view being proactive enough.

It doesn't look as though much has changed at Satoshipay, either.

But with the good news from Guild, and the sell of some of that holding since interims, BLU will have some cash, and the rise in Guild's shareprice means the value of the holding isn't particularly diluted.

But there's something far more interesting. The Dynasty holding was valued at 6.5 million dollars at interims. (4.8 million pounds).

At today's pound dollar rate that's closer to 6 million pounds, (around BLU's market cap at 0.12 would be), though obviously I don't know what has happened to Dynasty's valuation since.

There does seem to be a seller of BLU still, and a 12 month chart dip to about 0.12 which in this ugly market might be filled, however with a well timed buy before too long, there just might be money to be made in them there BLU hills...

[apfindley] 27/9/2022 13:55

The terms of the rns don't quite live upto the headline though.He giveth with one hand and takes back with the other.

[7rademark] 27/9/2022 07:57

Yet more good news from gild today

[maverickps123] 26/9/2022 18:29

First Duke now Nick... see he has joined the TNT group today! What's going on?

[pinkpudycat] 26/9/2022 16:33

When you calculate in Nicks purchases it would indicate that Blu would be closer to .10 we’re in not for his substantial accumulation.