Member Info for forfaiter

Google:

Quantum Blockchain Technologies’ subsidiary BlocKeeper requires Bitcoin to remain above approximately $70,000 to achieve mining break-even and success. Because its "virtual mining" model purchases existing hashing power rather than building infrastructure, profitability relies on securing hash rates from third-party miners at rates lower than the revenue generated.BlocKeeper's success depends on several shifting factors:

Break-even Threshold: Industry-wide, most Bitcoin mining operations face shrinking margins when BTC drops below the roughly $70,000 mark.

Acquisition Pricing: BlocKeeper must secure hashing power selectively to ensure its deployment yields a profit margin.AI Integration: Over time, the subsidiary plans to utilize QBT’s proprietary AI-driven software to improve the hashing performance of its mining partners, increasing their overall efficiency.

Google:

A falling Bitcoin price directly impacts the commercial viability of BlocKeeper's "virtual mining" model, which could complicate or delay its proposed flotation on the Aquis Stock Exchange (AQSE) Growth Market.

The success and valuation of Quantum Blockchain Technologies (QBT) and its subsidiary BlocKeeper are highly sensitive to crypto trends, specifically:

Economic Feasibility: BlocKeeper’s business model relies on selectively buying hashing power from established miners. If Bitcoin's value drops, the profit margins for mining shrink, making it harder for BlocKeeper to secure hashing power at rates that generate a profit.Market Appetite: A prolonged bear market or falling prices typically reduce investor appetite for crypto-adjacent IPOs, making it difficult to raise capital and achieve a high valuation for the flotation.

Listing Uncertainty: While QBT announced intentions to float BlocKeeper, QBT has noted that there is no certainty the proposed admission to the AQSE will happen.

Good post Acker.......its that gap until revenue actually kicks in .....is what worried me enough to sell .....and now wait on the sidelines until the company makes its next move in raising funds to fill that gap......

AI Overview

QBT (Quantum Blockchain Technologies) does not own the facility. Instead, they operate an R&D laboratory located inside the Computer Science Department at the University of Milan, which they use to develop their proprietary artificial intelligence and quantum computing methods for Bitcoin mining.This arrangement operates as an industry-academic research partnership.

The setup functions as follows:

Ownership: The physical infrastructure and building belong to the University of Milan.Operations: QBT manages and operates the specific lab space, having even installed commercial Bitcoin mining rigs on-site to test their AI software and algorithms.

Research Team: QBT directly employs the specialized researchers and software engineers (often linked to the university) to carry out their targeted R&D projects.

Say they get the plant up and running and it takes worst case scenario a 100 b shares to do it.........and the market cap returns to £250m on successful production........then the share price will be between 0.2 and 0.25p which is still a ten bagger from these low levels......pretty good odds by my calculation

Yeah ....I had .3570 about 3pm....

I put in a dummy buy and was quoted under the mid price......giving the stock away.......even with supposed good news on the way......smokes and mirrors......

Https://africanminingmarket.com/zimbabwe-lifts-lithium-export-restrictions-with-strict-rules/25391/

As of early May 2026, it is possible to export lithium concentrate from Zimbabwe, but only under strict conditions set by the government, following an immediate suspension in late February 2026. The government allows the export of lithium concentrates (processed) but requires companies to have, or commit to building, local processing plants to produce higher-value materials like lithium sulphate by 2027.

Who is going to pay for the processing plant?

Will they be able to comply with the new regulations on exporting without the help of a white knight?.......maybe a new benefication plant?....

google:

Challenges to Zulu's Strategy: Zulu's business model relied on selling spodumene concentrate. The 2026 bans, along with taxes (10% VAT on unbeneficiated lithium), make it more challenging to achieve cash generation without local beneficiation, such as developing a lithium sulphate plant, which the government is now encouraging.

Permit & Quota Hurdles: The government indicated that exports will only resume under a controlled framework, where companies must meet strict criteria, including local processing commitments, on-site laboratories, and approved export quotas.

Ongoing Engagement: Premier is in active dialogue with the Zimbabwean authorities to ensure its production aligns with these evolving, stricter "value addition" requirements.

"I just follow acker’s lead. Participate in the placings and sell to the lemmings"

Was that the imaginary placing at 0.008 ?........

Google:

Based on available information from early 2026, Premier African Minerals is focusing on installing and commissioning a new, larger spodumene flotation plant at its Zulu Lithium and Tantalum project, not constructing new major access roads to deliver the product.Key logistical and construction details from 2026 include:

Plant Installation Focus: The company is currently installing a new 15 t to 20 t an hour spodumene flotation plant, with construction on-site focusing on electrical cabling, walkways, and plant infrastructure.

Existing Infrastructure: The new plant is being installed on pre-existing foundations and is designed to integrate with existing site infrastructure.

Focus on Processed Output:

The company is focused on producing and selling high-grade spodumene concentrate, which is generally transported by road to buyers or ports, utilizing established logistical routes.While Premier is constantly developing and optimizing the Zulu project site (80km from Bulawayo), recent updates emphasize plant upgrades and internal site improvements rather than the construction of new external access roads.

"Both of these amounts say to me that they do not have the capacity to raise sufficient funding to complete the process".......so they fail at the final hurdle for the sake of a million or so of funding?.......after all the hard work of developing the site......unlikely imo

What was the placing price ?........still finished 2,5p above placing price even with all that selling....and certainly nowhere near you 0.008p prediction....

Google:

Based on recent announcements (as of April 16, 2026), Quantum Blockchain Technologies PLC (QBT) is not expected to cease to exist or delist if BlocKeeper uses its software.

In fact, the launch of BlocKeeper is designed as a strategic move to enhance the commercialization and value of QBT's software, rather than a sign of its demise.

Here is the breakdown of the relationship and future outlook based on the reports:

Relationship: QBT is launching BlocKeeper as a new, separate subsidiary focused on hardware-free "virtual mining".

Software Usage: BlocKeeper is specifically designed to use QBT's proprietary AI-driven mining software to improve hashing performance.

QBT’s Role: QBT remains focused on delivering its Bitcoin mining software products to the market, with BlocKeeper serving as a key customer or deployment partner for this technology.

No Delisting Plan: QBT CEO Francesco Gardin has confirmed strong bondholder support and ruled out any plans to delist QBT.

Purpose of BlocKeeper: The new venture is designed to provide "liquidity during cyclical or system-wide funding shortfalls" and to generate revenue from "virtual mining".

Research Tree

Research Tree

+3

While some investors on message boards have expressed concerns about the company’s history of dilution and financial performance, the official strategy is to continue operations and commercialize the technology through this new structure

Google:

Typical AQSE Floatation Funding:

Average Raise: New companies listing on the Aquis Stock Exchange (AQSE) typically raise between £1 million and £3 million upon listing.

Comparable Small Float: Similar Bitcoin-focused companies on AQSE have raised roughly £1.5 million to £3.3 million at flotation

Google:

"Projected Timeline: If QBT confirms positive results in Q2 2026, commercial deployment by mining companies could potentially occur within the following 3 to 6 months, depending on the speed of contractual negotiations and integration. "

Yahoo Finance UK

Yahoo Finance UK

+2

Google :

The market for hardware-free Bitcoin mining, primarily comprising cloud mining and remote hosting services, is a niche, high-risk segment within the broader USD 1.5–2.2 billion cryptocurrency mining hardware industry. While physical hardware sales dominate, cloud mining services are projected to grow as part of a market reaching USD 14 billion by 2035.

Google

Based on announcements from April 2026, the potential market for Quantum Blockchain Technologies' (QBT) new subsidiary, BlocKeeper, is positioned as a "hardware-free" virtual Bitcoin mining operation. If listed on the AQSE Stock Exchange Growth Market, BlocKeeper aims to capitalize on a niche model that avoids the high capital expenditure (capex) of owning mining hardware.

Here is an analysis of the potential market and opportunities for BlocKeeper:

1. Market Opportunity: "Hardware-Free" Mining

Targeted Market: BlocKeeper plans to selectively acquire hashing power from existing Bitcoin miners.

Value Proposition: By renting or purchasing existing hash rate, BlocKeeper targets the liquidity needs of miners facing funding shortfalls, particularly during cyclical downturns, allowing them to secure hash power at competitive prices.

Operational Advantage: This model is lower-capital-intensive than traditional miners, offering a potentially more stable and scalable revenue stream.

Facebook

Facebook

+3

2. Strategic Synergies with QBT (Parent Company)

AI Integration: BlocKeeper will utilize QBT’s proprietary AI-driven Bitcoin mining software (e.g., AI Oracle) to improve the hashing performance of the acquired mining power.

Access to Technology: The goal is to apply QBT's R&D achievements directly into a revenue-generating entity, separating it from the R&D-focused parent company.

Industry Network: BlocKeeper aims to leverage QBT's five-year industry network to establish itself quickly within the Bitcoin mining ecosystem.

Investegate

Investegate

+4

3. Potential Market Risks & Factors

Listing Uncertainty: Although an Aquis (AQSE) listing is planned and well-advanced, there is no certainty the listing will proceed.

Small Initial Scale: QBT plans to invest up to £100,000 (roughly 20% of the April 2026 £500k raise) into BlocKeeper, indicating it may operate initially as a pilot project rather than a full-scale operation.

Economic Feasibility: The model depends on the ability to buy hash power at a rate that allows for a profitable margin, which is highly dependent on BTC prices and miner performance.

Competition & Volatility: The Bitcoin mining sector is highly competitive and volatile, and early-stage companies like BlocKeeper face significant risks.

kalkine.co.uk

kalkine.co.uk

+4

If successful, BlocKeeper would represent a shift for QBT from a pure R&D model to a hybrid R&D and revenue-generating model, potentially creating a "sum-of-the-parts" valuation increase for QBT shareholders.

Google :Based on announcements from April 2026, the proposed new subsidiary company, BlocKeeper, is expected to affect the valuation of Quantum Blockchain Technologies (QBT) by attempting to shift the company from a pure R&D model to a hybrid R&D and revenue-generating "virtual mining" model.

Here is how the BlocKeeper initiative is likely to affect QBT’s valuation:

1. Potential Positive Impact (Synergy and Revenue)

Commercialization of Tech: BlocKeeper is designed to utilize QBT’s proprietary AI-driven Bitcoin mining software to improve the hashing performance of the mining rigs it acquires. If successful, this directly validates QBT's R&D efforts and provides a path to revenue.

Virtual Mining Model: BlocKeeper focuses on "hardware-free" mining by acquiring hashing power from existing miners rather than buying its own rigs. This lower-capital-intensive model may be seen as a more stable, scalable revenue source for QBT compared to traditional, high-capex mining companies.

Separation and Listing: By creating a separate subsidiary with its own board—and a planned listing on the Aquis Stock Exchange (AQSE) Growth Market—QBT is aiming for a "sum-of-the-parts" valuation enhancement, where shareholders could benefit from owning shares in both the R&D parent and the operating subsidiary.

London Stock Exchange

London Stock Exchange

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2. Potential Negative Impact (Dilution and Risk)

Dilution: The launch of BlocKeeper was part of a £500,000 placing, involving the issuance of 142.9 million new shares. This dilutes existing QBT shareholders.

Seed Investment Costs: QBT is investing up to £100,000 (about 20% of the raise) into BlocKeeper. While this is a small amount, it represents a commitment of funds that could otherwise be used solely for R&D.

Execution Risk: As of mid-April 2026, BlocKeeper is a new entity with no proven track record, and the proposed listing on the AQSE is not guaranteed.

Investegate

Investegate

+4

Conclusion

The market's initial reaction has been mixed, with a share price decline noted on April 16, 2026, immediately following the announcement, suggesting investors may be cautiously assessing the dilution against the potential long-term value.

UK Investor Magazine

UK Investor Magazine

The valuation impact ultimately hinges on BlocKeeper’s ability to successfully execute its "virtual mining" strategy and prove that QBT’s R&D can generate, rather than just consume, cash.