Sealand Capital Galaxy Share Discussion Threads

[dennisbergkamp] 14/8/2020 08:36

I've jumped on today. Seems very interesting, let's see.

D

[faraweigh2] 14/8/2020 07:13

Good morning. Has anybody noticed that buys are trickling in at an approximate 35 percent premium to recent lows. Not insignificant volumes at times, so steadily mopping up cheap stock.Recent bigger buying up to 2.5p, so when the seller dries up, the fun really starts. No key players reducing their holdings, so no concerns at the top.Business must be and have been booming!

[xtrmntr] 13/8/2020 22:37

Andrew Ness, portfolio manager of Templeton Emerging Markets Investment Trust (TEMIT), explains why he invests in Chinese internet services giant Tencent (HKG:0700).A leading internet services provider in China, Tencent has a major presence in online games, non-gaming value-added services such as the provision of video, music and live-streaming, digital advertising, FinTech and other businesses such as cloud computing.Unlike many companies around the world, Tencent's key businesses (online games and digital content) benefited from people staying at home for longer amid government-imposed lockdowns. The company also took the opportunity to invest in new areas, such as Tencent Meeting (similar to Zoom), which was offered for free to all users and became the most popular online conference tool in China.Tencent has a strong relationship with its users via WeChat, one of China's most popular apps. With more than 1.2bn users globally, WeChat has been transformed from an instant messaging app into one that allows users to do everything from making payments and playing games to ordering food and booking rides and flights, allowing Tencent to take a larger share of users' time spent and expand the total addressable market for its ecosystem (Tencent itself as well as the various companies in which it has invested).Taking a long-term view, the Covid-19 pandemic has accelerated growth and consumer expenditure in the online entertainment market including interactive forms of entertainment such as online games. Tencent also has a unique opportunity as arguably one of the best mobile game studios in the world, as time spent on gaming continues to shift towards mobile devices and away from personal computers and games consoles.Additionally, Tencent has a solid track record in capital allocation as an early investor in technology companies in China and globally with successes including Chinese e-commerce companies JD.com, Meituan Dianping, Pinduoduo as well as American video game company, Epic Games.Even as the economic situation in China gradually normalises, we expect to see permanent behavioural changes in society as technology is likely to be more strongly embraced. This bodes well for Tencent which has built its own ecosystem, allowing it to leverage its traffic, content, customer relationships and capital strength. Tencent's businesses in online entertainment, performance advertising, cloud computing and FinTech are especially expected to benefit.

[fund1] 13/8/2020 22:24

Fingers crossed

[bibs] 13/8/2020 22:14

Fridays have been favourable most recently.

[fund1] 13/8/2020 22:13

Don't think we will get opportunities to pick many more up at these levels.

[bibs] 13/8/2020 21:54

SCGL current Mkt Cap circa 9 million.Tencent 2019 turnover 15,000 million USD. All quiet on the Tik Tok front ; ))

[fund1] 13/8/2020 21:45

I would settle for 50 percent of what happened to MBO.

[bibs] 13/8/2020 21:37

If there is no dilution here and previous investments are bearing fruit, given the market cap and shares in issue, this could produce an MBO type rally and sustain it too.A number of ifs and buts, but time will tell.Very few appear to grasp the order of magnitude of their partnership deals and past investment upside potential. For all we know, we could be sitting on a coiled multi bag now, let alone without potential JV monetisation being realised.Done my research and happy to keep accumulating.

[fund1] 13/8/2020 21:19

I have still got Loads of SYME not ready to sell any yet. Might sell some at 0.004 them if this is still sat around this price I will add more. But it's been a great few days at SYME. But not sold any here yet either

[bibs] 13/8/2020 20:43

Started to drip feed a little SYME profit in here and remain a BLOE holder too.Good luck with all.Genuinely think this will be the BIG one.

[fund1] 13/8/2020 19:51

Yes patience is the key. But once the penny drops this will multi bag.

[roughandtumbleone] 13/8/2020 13:09

Bibs.Agree. Tencent is huge and UK investors seem asleep to the alignment and users that sealand has direct access to. I've yet to find a more compelling JV and considering as previously announced the short video advertising market is simply huge and the JV between Sealand and Tencent has a direct access to over 1.2 billion users...As I've said the day will come when the penny drops and the announcement underlines what the associated value is directly to Sealand and the associated Market Cap will be aligned...Until that day.

[bibs] 13/8/2020 12:23

Am happily accumulating away.News on the horizon?

[jusjusjus] 13/8/2020 08:27

Tencent making big profits...

Agree we need to see some good news coming from Tengwuyang.

[fund1] 12/8/2020 22:53

We need some good news to drop then let the scramble begin. Put bloe on your watch list. I am a holder not saying to buy but incase news drops. As for the last week or so somebody or multiple buyers as been buying about 60k cash worth a day. Seems strange to throw that much cash on a small tiddler

[bibs] 12/8/2020 08:32

Very few shares in circulation.

[fund1] 12/8/2020 08:26

Just need to get rid off the weak hands who sell every time we move up 10 percent

[micky67] 11/8/2020 13:02

Move on shortly as they now want to buy shares.

[micky67] 11/8/2020 12:14

hxxps://www.telecompaper.com/news/tencent-proposes-merger-between-douyu-and-huya-game-streaming-platforms--1349931

[roughandtumbleone] 11/8/2020 11:29

Well Mr Nelson Law.I do believe as the CEO an update is overdue in light of the developments between Sealand and Tenet which you've stated are using existing connections and resources to set up Tengwuyang, helping to accelerate Sealand's business development plan in the short video apps market and helping clients to expand their businesses in China as efficiently as possible.Tengwuyang is a one-stop advertising solution provider offering services to foreign merchants wishing to launch their goods and services into the Chinese market. Tengwuyang does this by taking advantage of the rise in popularity of China's short video mobile platforms, such as Douyin (known as TikTok elsewhere in the world) and Kuaishou, with over 400 million and 216 million users.I understand the Covid situation has had an incredibly positive effect on the user base and subscribers have increased massively.Time for transparency....

[faraweigh2] 10/8/2020 17:13

Another Blue day, bodes well.

[zen12] 10/8/2020 16:11

Funding...and type of deal!

[bibs] 10/8/2020 15:35

A repeat of Friday afternoon's confident Buying ; )

[colin12345678] 10/8/2020 11:15

whaT NEWS ARE WE WAITING FOR GUYS