The Earl of Acol
17 Jun 2015
Re: Why the rise? nm I agree about the price holding up given the number of shares sold by Fred. It shows there is quite an institutional demand for this share at the current price level. In the long run I believe holders will obtain a multiple of todays share price, most likely upon a take over.
f1nants
17 Jun 2015
Re: Why the rise? nm There was organised buying yesterday which pulled the price back up but the amazing thing is the volume of selling over the last 20 days or so through which the sp fell remarkably little.The sp is holding value well. I am most encouraged by this.
gutlessyogi
16 Jun 2015
Why the rise? nm nm
long_sufferer
15 Jun 2015
What happened to the Business Model I recognise some sentiment due to a major shareholder selling - which should be tempered by institutional buying. But there has been lots of debate around the basic business model and how much HIGHER the share price should be.Is this recent drop just sentiment or have a missed something?
long_sufferer
15 Jun 2015
What happened to the Business Model I recognise some sentiment due to a major shareholder selling - which should be tempered by institutional selling. But there has been lots of debate around the basic business model and how much HIGHER the share price should be.Is this recent drop just sentiment or have a missed something?
gravy
12 Jun 2015
Re: another 10,750,000 Feeds exit depressing share price and he still has a lot to sell.
f1nants
11 Jun 2015
another 10,750,000 shares sold by Freddie. Will Hendersons now announce they bought same??? What is going on?
f1nants
11 Jun 2015
Hendersons Could it be that Freddie sold his shares to Hendersons. both investors dealt in 8,000,000 shares.I suppose it could be a deal whereby Hendersons picks up some without rocking the market....
f1nants
11 Jun 2015
Re: comment Freddie sold 4 million and then another 4 million. What is he going to do with nearly £650,000?For me the good news is that he still holds 99 million shares unless he off loads again... worth watching.
spiritfinder
01 Jun 2015
Re: comment Good article and actually focuses on the actual operational perspective & progress, looking at the real investment potential here!
buzzard stubble
01 Jun 2015
comment The next phase of evolution of the internet is something in which all investors should show an interest, as our very own Jim Mellon outlined in Fast Forward. I first highlighted Minds+Machines (MMX) (then known as Top Level Domains Holdings) back in 2012, but the market was slow to show interest, and the shares bobbed around for a few years – before taking off at the end of 2014. However, they have since settled back down, for some unfathomable reason, and are currently back roughly where they were before the excitement. This looks like an opportunity for the more adventurous investor, as MMX has already proven itself a canny acquirer of Top Level Domains (if you don’t know what these are, just do a quick Google search – they are key for the next phase of development of the infrastructure of the internet), having received gross receipts of $37.5 million from private auctions towards the end of 2014. It is also sitting on cash of almost $46 million (current market cap £70 million), so it is well placed to continue to add to its portfolio.With profit margins potentially as high as 50%, and renewal rates stretching to almost 80% for existing TLDs, there is potentially a very profitable and valuable business here. MMX is planning to further bulk up its portfolio of TLDs in 2015, before settling down to become an operating company in 2016. In its most recent annual report, the company also speaks of assessing the potential for introducing a progressive dividend or making a special return of cash to shareholders in the near future. I would also like to remind investors that TLDH CEO Van Couvering was the founder of NetNames, which he sold in 1999 to Group NBT (which was itself taken out by private equity in 2011), and also founded NameEngine, which was sold to industry giant VeriSign – encouraging precedents to say the least.[link]
Patient Penguin
01 Jun 2015
Henderson increase stake to 15 per cent. Strong vote of confidence in MMX.
Captain Pedant
30 May 2015
Money where my mouth is. So first thing Monday I'm selling my remaining MMX stock. Don't panic it's only 616 pounds or 7466 shares. All into rockhopper. It's the first of the month next week and from then on I'll only post once a month, like the gtld stats, showing what RKH is worth vs what the MMX shares would have been worth. It should be interesting should it not? At some point I look forward to posting that I've switched it all back into MMX but with a far larger holding at a lower price. Wish me luck!C [email protected]@70.5
Captain Pedant
30 May 2015
Re: Director's Talk Seriously, this week of all weeks! The off hailed genius that is FK has been ousted from the board (albeit with good grace). To do what? To make sure his obsession is a success. Might Mozart need a little pump priming? Where might that money come from? Come on, if push comes to shove would he back MMX or Mozart? Will he? No idea but the complete lack of meaningful debate about this is laughable. He has already would a wodge within the week.Up side? MMX may well be a big hit. Sundaysun makes the point that he bought Apple at a low price, well done. I hope to do the same with MMX. In 3 months time the next update may give me a clue but more likely 6. Mozart may be a big hit, let's see. But the time to invest is when this is actually happening.is the bottom. Until then no amount of mantra chanting and averaging down is going to make you richer (which is the point).And seriously have a look at Rockhopper. You might even thank me one day!
Captain Pedant
30 May 2015
Re: Director's Talk Probably a bit strong on reflection, sorry about that.It does however I think capture the nub of the situation. This is an investment board and investment involves the shares. and also (and here's the point) the selling of shares, not simply constant accumulation and averaging down. The knack is doing it at the right time. How often does a bullish investor advocate a sell or reduced holding? To be fair that's me, bought at15p, went up but then came back down, sold at 12p. Will I be back - yes, of course. When? No idea it can' t be predicted. But when it happens it will be oh so slow. Not an overnight oil strike which if you're not in you'll miss. And the result? I'll buy more shares than now, have more to invest (Falkland oil!) And by the time the SP gets back to 10p I'll be multiple times richer than if I bought on Monday and those who held and averaged down will be exactly as they are today. Is that investing?
