Member Info for Andii

I see we are accumulating a few different crypto coins now. Are we now a crypto treasury company as well??

TAO

170

£42,923

Tiger Token

36288

£14,687

BTC

3.092

£244,191

AROK

100M

£65,580

Total

£367,382

There were 4.3m warrents outstanding as of 1st august so thats 3.9m warrants left now worth £780k

I doubt they will be exercised in a hurry now, may have some forward selling into higher share price to aquire the outstanding warrants but considering there were about 25m warrants outstanding around a year ago, we shouldn't feel the last 4m

Https://smallcaptreasures.substack.com/p/100-bagger-setup-800m-arr-potential?r=1od1d5

Tiger alpha have also committed funds to the placing (if it goes ahead)

TR-1 from Jonathan Bixby. CEO of tiger royalties (TIR.L), they have a technology partnership with satsuma for their bittensor subnet 107

I see JB has sold out of satsuma completely (see TR-1 RNS)

Ii sold to Abrdn recently (formerly standard life aberdeen)

Then they changed clearing broker i believe?

ii arent the company they used to be

Some interesting answers to the Q&A from august

https://www.investormeetcompany.com/meetings/full-year-results-240

It hit 0.7p (0.07p back then) in April :) Amd you could buy using ii back then, online!

Looks like this has legs. Accelerating growth in the USA

Link to last live Q&A with Jason

https://youtu.be/Ljo2JpS4_M8?si=gqpcPCggCs16yIiL

Timelines aside, gives an idea of the bredth of work that is going on

Nice £100k delayed buy printed

Leakbot in 44 states available via Nationwide smart home program? https://www.nationwide.com/personal/insurance/homeowners/smart-home/

Leakbot mentioned in this article. Estimated 1.9m smart home policies in the U.S. What happens when renewal time happens and customers are offered a discount for installing a leakbot??

Sundae bar's website seems to exclusively talk about their bittensor and subnet development. Little or no mention of their ambitions to become a crypto treasury company with £100m of bitcoin already pledged. Does this suggest that a lot of cash will be getting spent on Bittensor? They own subnet 121 and own 20% of subnet 107. Would be nice if they would share this info and a road map of what they hope the subnets can achieve.

Is there a draft of the prospectus available (an idea of what all those who took part in the massive placing through they were investing in?) - is the prospectus deadline nearing, and has there been a statement from the auditor yet as indicated there would be in the last RNS?

Maybe the TAM will double to 28m. That means 7m units installed. That could bring in 6.5m units x $60m per unit = $390m anual revenue (with only an opt in model)

@8min22

https://youtu.be/-lt_EPZrpfQ?si=yFbWh6SZ-4I__JO_

Total addressable households as of 31st march 2025 was 14m suggests 3.5m would be 25%. Although are they expecting the addressable market to double over the next 2 years?

Thats suggesting a growth of 180k to 3m+ in 24 months

Let's say 2m of that is profit neutral in 2 years time

1.5m could be generating recurring revenue in year 2+ of the contract so if 1.25m of that is USA, thats $60m profit

And why can't the new non execs buy shares now "for obvious reasons" - are they in a closed period?

"Can get to a 25% penetration in a couple of years" (of current partnered insurance company customers with just an opt-in model)

https://youtu.be/zNsdAHIf7RM?si=IlD7oPvG6nOXvtFo

Mental how they managed to line up £160m funding tho isn't it! Has the price of bitcoin gone up since they received £100m of bitcoin?

No issues if SATS investment is cancelled, surely they just return the cash?

Results leaked? I guess thats just a wild speculation based on zero evidence yes?