Member Info for grouchomarx

There is no need for a raise. To me this feels like a motivated seller.

Yes, that would make sense. But not many funds do this. In the past SURE haven’t tried to close the gap between share price and nav so I will not be counting on them in this regard.

LOL.

Added some SURE too, it felt rude not to. Some crazy stuff going on.

Make that 18% down. :)

It’s an illiquid share. Someone determined or forced to sell. It happens. Not even 1% of the outstanding shares traded, going 14% down without any news.

Added.

Well, it all adds up. Only positive news lately. I just keep adding every week, while there is such a large discount between NAV and share price (70%). It’s the right time to be invested in AI. One day this will rerate and just closing the gap between NAV and the share price would mean a 230% profit.

Well, this poster has been far more wrong than right, very little credibility.

Feeling just the same way. 20p test and then…

Added.

Like said, they should clarify.

Bigbite those are my thoughts too . 49% of the value of 30 million tokens + (indirectly) 49% of fees charged by Minestarters to the platform + fees for bringing in investment cases.

They’d better not tell of any plans of investing in the tokens themselves. LOL

That would make people think for sure they will be throwing all the money in the bin.

400 probably. LOL

I can’t believe the selling too. Well, it’s okay with me. Just going to add a little more.

The problem being that the RNS nor the presentation mentions doesn’t specify how money will be made.

That gives room to speculation (one has to)

I think people are selling because they do not understand the model. Mostly old school investors who don’t like any connection with tokens, blockchains etcetera. People don’t get it and sell. I get that. :)

They should clarify in what way POW would benefit. Is it 49% of the value of the 30 million vested tokens + 49% part of the fees that Minestarters will charge to treasury being the operator of the platform. And does POW gets compensated for their activities checking, bringing in, investment cases?

It’s too unclear how exactly POW is going to benefit.

## Development in the Tone of Zenova Group Press Releases

### 1. Initial Phase: Informative and Cautiously Optimistic (April 14, 2025)

- **Emphasis on plans and expectations:** The tone is mainly informative, focused on announcing the joint venture and the planned opening of the factory.

- **Cautious optimism:** There is mention of expected revenue (> €2 million) and operational goals, but everything is still future-oriented and dependent on successful implementation.

### 2. Next Phase: Confirmatory and Results-Oriented (May 13, 2025)

- **Tone shifts to confirmation:** The release emphasizes that the factory is fully operational and the first products have been successfully produced.

- **Results and customer satisfaction:** There is mention of direct deliveries and positive feedback from customers, which makes the tone more confident and results-driven.

- **Greater certainty:** AED’s investment and the realistic revenue expectation are presented as established facts.

### 3. Recent Phase: Ambitious, Expansive, and Strategic (July 8, 2025)

- **Tone becomes more ambitious:** The focus is now on scaling up, product diversification, and strategic milestones.

- **Drive for expansion:** The release discusses the start of series production of new products and the importance of the location as a regional hub.

- **Stronger positioning:** There is greater emphasis on the role of the joint venture in the broader EMEA strategy and future deliveries to new markets.

### What stands out in the development of tone?

- **From plans to achievements:** The tone shifts from cautious and informative to more confident and performance-oriented.

- **Growing ambition:** The latest release clearly conveys more ambition and strategic thinking, with attention to international expansion and innovation.

- **More focus on success and growth:** While the initial releases were mainly about setup and launch, the emphasis is now on growth, product diversification, and seizing new market opportunities.

In short, the tone develops from reserved and informative to increasingly ambitious and successful, in parallel with the progress and scaling up of the joint venture’s activities.

I don’t know at what price I’ll be out. Mostly depends on the outcome of the Philippine deal. I don’t like the Bitcoin plans, as that’s one big Ponzi scheme imo and probably the largest bubble ever.

But….. it’s being liked by a lot of people, a lot of people want them and it’s very convenient owning them through a listed share.

People like that so much that they’re willing to pay much more than NAV.

It could be just for those reasons I’m go8ng to hang on these shares for a little longer.