RE: All Approved31 Mar 2026 19:30
Well if i could ever predict an exact future sp range, then I’d be a very wealthy man Tiger!
However…
Shareholder approval has unlocked the full Super Apps / Bradbury deal for MobilityOne Limited.
Key benefits include:
• Approximately £10 million in cash and £3.4 million in equity will be received by MobilityOne. Significant Cash Influx: As part of the agreement, Super Apps will purchase 60% of MobilityOne's subsidiary, OneShop Retail Sdn Bhd, for roughly RM60.0 million (approximately £11.3 million), payable in two tranches. This brings in vital capital (£6.8mil within 14 days and £3mil after 180 days).
• The balance sheet will improve immediately, moving from around £3 million in cash and loss-making to a well-funded and scalable position.
• Access to Super Apps Holdings’ extensive distribution network, including banks, e-wallets, and marketplaces.
• A significant increase in transaction volume flowing through MobilityOne’s payment rails.
• Working capital will be funded by Super Apps, enabling faster scaling with lower risk.
• The business will transition from a low-margin distributor to a fintech infrastructure “toll booth” model.
• Potential for margin expansion over time, from around 1% to 2–3% or higher.
• Multiple new revenue streams will be added, including payments, remittance, lending, e-money, and merchant services.
• A clear path to profitability, as the company is already near breakeven at a ~£230 million revenue run rate.
• Opportunities for expansion beyond Malaysia into wider ASEAN markets.
• Stronger network effects, with more users leading to higher volume and more partners.
• Existing technology and licences are already in place, allowing for rapid execution.
• Potential for cross-sector growth in areas such as healthtech, government-linked payments, and enterprise solutions.
• Re-rating potential linked to the $1.1 billion deal with Bradbury Capital Inc.
• Equity upside through shares in the combined entity.
• MobilityOne will be positioned as a core payments and infrastructure layer in a scaling ecosystem.
• The deal represents a complete transformation of the business model — shifting from simple growth to becoming a fundamentally different and stronger company.
Current MCAP - They will have more than double/treble cash in the bank than current sp/MCAP. Well and truly funded now for whatever they wish to go into/expand further as they please.
Based on the above alone, you would expect the upcoming cash injection, the shares in TETE, the company expansion from the merger that has taken years to come to fruition, nil chance of dilution, the added security in general and the profitability to take this many multiples from current sp in the short term and even more multiples in the medium to long term.
This should go nuts within the next 3 business days. They now have significant funds and the means to expand enormously in the short term
Going into a super app ecosystem