Member Info for JPP8788

I agree this looks very undervalued, even based on current assets, nevermind being forward looking...

For any new or would be investors, I've generated a simple, easy to understand summary detailing why I believe this will be forced to re-rate over the coming weeks and months..

Astrid currently hold 5.28 BTC, 1377.98 ETH, 3432.79 SOL, & 122.89 TAO... We actually hold more TAO due to earning roughly 3 TAO a day in rewards, but let's just use 122.89 for now.

That treasury is worth $6.7m USD using live figures.. so around £4.8m GBP or so. MCAP is currently £6m. However, we are sat on a cash pile of £5m, which, when combined with our crypto, provides a mNav of 0.61.

There appears to be some doubt about the reasoning behind why the company hasn't yet invested this cash into crypto - but if you watch recent interviews with our CEO, she says that Astrid will be operationally strict and ensure the money is invested at the right time (maybe holding cash ready for any potential crypto crash?)

As previously mentioned, we currently make around 3 TAO a day from the AI side of the business - profiting from having created agentic AI. 3 TAO a day is currently worth £300k p.a. to the business, not to be sniffed at!

There is also the ETH staking returns - likely to be around £150k a year based on current holdings.

So in a nutshell - we have a 0.61 mNav, and make around £450k p.a. in rewards. We don't pay a salary to our CEO, who has said will not raise any more money whilst the mNav is the wrong way round.

Anyone invested or interested here might want to have a quick look over at Astrid Intelligence ASTR. MCAP is roughly equal to crypto treasury holdings, but doesn't factor in £5m cash in the bank. Astrid also have a successful TAO subnet which gives a revenue stream. Priced well under mNav.

Indeed - what about cash?

We don't know how much is in the bank nor what the plan is.. but certainly I would expect a SP increase if the company decides to buy £5m worth of BTC or ETH

£5.10 million @ 4pm 20/10/2025

The problem is - the company can't really raise funds at this level, and none of the acquisitions appear to be capable of making revenue or profit at this stage. So you're solely relying on a crypto bull market to improve the SP.

JamesTrader - you must be well underwater here. You've been making noise about MM games and impending bounces & blue days for many days now. At what point will you realise you're wrong?

💷 Valuations in GBP

Using the above rates and converting with ~0.74995 factor:

BTC: 5.28038 × US$106,900 ≈ US$ 565,000 → ×0.74995 ≈ £ 424,000

ETH: 1,377.98 × US$3,869.4 ≈ US$ 5,329,000 → ×0.74995 ≈ £ 3,999,000

SOL: 3,432.79 × US$185.75 ≈ US$ 637,700 → ×0.74995 ≈ £ 478,000

TAO: 122.89 × US$354.46 ≈ US$ 43,600 → ×0.74995 ≈ £ 32,700

🔢 Total approximate portfolio value

Adding them up gives ~ £ 4,933,700

mCap currently £6.49m - but we know (think!) Astrid are currently sat on a cash pile of approx £5m GBP also.

Sorry guys, I'm out. Seems very much like a "jam tomorrow" company, with no real meaningful updates. I'm sure this will do well long term, but sentiment is absolutely shot and I'm not prepared to wait 6-12 months to see any meaningful share price improvements.

The big question... Where's this £5m?

The transactions at just over 11p are all buys.

Current mcap based on SP mid price of 0.88 = 2.33m

Current treasury value £2.47m

This doesn't factor in the GBP holdings which are assumed to be around £1m, and also doesn't apply any value to any of Vaults subsidiaries... System7, Kingbridge, vSignal.

Hugely undervalued but I'm afraid nobody is interested

Current mcap based on mid-price of 0.90 = £2.38m

Current crypto treasury: £2.54m

Valued under crypto holding - this is before you then factor in the value of System7, Kingbridge, vSignal & any other GBP holdings (probably over £1m)

What a terrible investment this has been.

Strap in!

£10m raised as part of a restructure. £5m spent on crypto. Currently 4 different "coins" held that is worth £5.86m currently.

So the mcap is roughly in line with crypto treasury holdings, but there's £5m floating about somewhere.

Looks undervalued - I've bought in:

Asset GBP Value

Bitcoin (BTC) £490,600

Ethereum (ETH) £4,760,000

Solana (SOL) £600,000

Bittensor (TAO) £28,990

Total Treasury: £5,879,590

Then there's this ~£5m floating around somewhere!

06-Oct-25 15:20:02 1.20 4,500,000 Buy* 54.00k

06-Oct-25 15:19:44 1.182 4,500,000 Buy* 53.19k

I like the AI side of things - I can see it being a very profitable line of business in the next 5 years or so.

But we need an OTC listing and some revenue streams here to get things going.

Pavlou increased to 5.04% on the 17th Sept - your message suggests hes been adding since then.. Is that what you're inferring?

Crypto treasury up another £10k since my most recent valuation...