Discover and read the best of Twitter Threads about #KR1

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Okay! This has taken me an age to pull together in dribs and drabs, little sessions here and there... researching every one of their investments is mind-blowing stuff but well worth it IMO to truly get an understanding of the vast potential this company has. Image

I've pulled together this Investment Tracker so that I can try and keep an eye on any upcoming catalysts or news updates that could materially impact the value of their assets.
It's taken a couple weeks, so some bits may be outdated but...

...if I don't put it out there now, I probably never will as I'll always be updating it! Any builds or amends on any of these projects, please do let me know and I'll update accordingly.

The single biggest catalyst for the portfolio right now is...
Read 4 tweets
Here’s some clarity re #KR1’s share register:

Nominee co’s are set up by major brokers/custodians/etc. to aggregate individual sharehldgs, both large & in reality, Vidacos does NOT own a 25.5% stake.

And no, #WarrenBuffett does NOT have a direct/indirect hldg in KR1!
This nominee system does NOT absolve individual/inst’l investors of req’t to report major 3%+ stakes & any significant chg in hldgs...which you can track via #KR1 RNS:…

Ideally, KR1 wd also break out these stakes (on a look-through) basis for investors...
And I highlighted major #KR1 stakes in my Nov post:…

Largest hldg belongs to KR1 team itself (& Smaller Co Capital)...tht’s 15%+ in KR1’s fully diluted share capital.

That does NOT inc. 80% of their 2020 bonus to be granted in shares...

Read 15 tweets

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