Member Info for lampedusa

Thank Mozax

found this from Coin rns

Coinsilium’s Investment Interest in Yellow

As an early-stage investor, Coinsilium participated in Yellow’s strategic investment round with a US$200,000 investment under a SAFT structure in April 2022. While the precise quantum of tokens allocated under this agreement cannot yet be disclosed, we anticipate being in a position to provide further details following the official launch and token listing.

On 17 September 2024, Yellow Network announced that it had secured USD 10 million in seed funding, led by Ripple Co-Founder and Silicon Valley technology pioneer Chris Larsen, at a post-money valuation in excess of USD 200 million. This represents a significant uplift relative to the valuation at which Coinsilium made its early-stage investment in April 2022.

Should Yellow begin to realise its intended adoption and utility across the decentralised finance and institutional trading landscape, the Company believes the investment has the potential to deliver transformational long-term value for Coinsilium.

Don't understand Yellow business - what percentage of the company does Coin have ? And how do we value it?

SWC up 26%

And BTC is trading at 2.6x NAV

Now only 1.29x NAV

£15m BTC

£1m Cash

£3.4M other business

In the uk its the cheaper only 1.4 x NAV .

or 1x NAV + £6m for the other business, this was how it was valued before the start with the treasury business

Is MP still alive? Last few weeks, no interviews or any other rubbish from him. MP, well done, keep it up, just stay quiet if you don't have some real news to tell us

I am invested here with a very large sum and can't bring myself to sell, but feel very nervous. The market has turned upside down for these sorts of companies. You can buy now in the USA Trusery companies at 30% below NAV, for example, Emprey Digital Inc

All positive trek till you get the placing rns with 25% haircut

Investors are paying now 5.6 p in the USA, hope we get this tomorrow hear

Https://www.thisismoney.co.uk/money/markets/article-15013695/SMALL-CAP-IDEA-Bitcoin-treasury-moved-investment-backwaters-mainstream.html

Good point, Bentley, but you hardly hear MP mentioning Yellow or any other business in his podcast. Looks like he is not very excited about these

And this is the lowest-rated UK Bitcoin company, with only 1.4 times BTC holding . Bitcoin is holding at £15.5 and then another £6m for the other business. Please note the other business was valued £8m before they started buying BTC

I wonder when we'll hear about the competition edge Coin has. MP said in a recent interview that, in answer to what makes Coin different from other treasury companies, MP answers that he can't answer as the competitors are listening to the interview and might steal his ideas. What a joke this company has become, it performed the worst among the Bitcoin companies in the last 30 days

It will be nice if they put it there policy to pay some dividend if their BTC holding advances by selling some BTC to turn this into an income share

What is classified as market condition iprove ? What share price? And what discount to the share price? is this not called keeping investors in the dark?

Giving an interview every day will not help. You just need to have a policy like SWC, which is no raise below the last closing price. how can anyone invest hear if they they know for sure their shares are going to be offered at a 25% discount?

Palle said, "We’ve managed to do several fundraises… which have given us a total of 17 million, of which we've deployed most." Looking ahead, he said the company aims to pursue further Bitcoin accumulation in a value-accretive manner

is doing a placement at 25% discount value accretive? he needs to roll out placements below the closing price as this will only crash the share price

Looking to top up below 5p , last night you could have bought in the USA markets for 4.2p

4,873,333 3p (expire 20 April 2025)

6,922,666 3.75p

8,500,000 4.25

Very reasonable compared to other trusery companies, SWC as lot of Warrants at 2.5p