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22/09/16

17:27

Post #: 19355681
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Originally posted by Anton Chigurh ↑

STTCOMP TTL, FA LONG

Shell (tech)
FPO: 155M
T20: 74%
MC: $4.65M @ 3c
Cash: $3,4M
EV: ~$1.25M @ 3c

# Recently listed tech shell, which, like OOK, re-listed with an existing tech biz to (potentially) avoid the Ch 1&2 provisions with a significant tech acquisition (subject to the company not failing the “significant scale” test, which we know is always a possibility). In other words, the existing business should not be taken too seriously imo.

# Two of the top 3 s/h have increased their holdings since re-listing.

# Listed loyalty options recently issued (TTLO) which will be a big sweetener if this thing pops and the long-dated expiry (3 years) provides some excellent time value, hence would expect them to trade at a decent premium to heads if TTL starts moving.

# The only thing to be aware of is the escrow release, with some tranches now live; but by the same token, even if some holders wanted out, you're not going to move a big bunch of shares without a decent liquidity event.

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thanks AC, low EV, wonder what they'll really develop then.

Just saw your other post.
Will you be posting here more? or just getting a bit quieter on HC @Anton Chigurh
Maybe you should start the Medium Term Trading "quality sml caps" thread
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