RE: MBO7 Jan 2026 16:41
Now back to MBO and after super nice correction off troubled sellers/ trolls
Following miningorgold's post and deep research. (something trolls forgot after selling to more buyers and holders today on the healthy correction )
First, the core business is already sizeable.
MBO generated over £200m of revenue in FY2024, which is often ignored given the current market cap. Costs have been reduced and the focus has shifted to higher-margin services, so the quality of revenue has improved — not just the headline number. This is a business already operating at scale, not one relying on future promises.
Second, the Islamic finance (Shariah-compliant) digital banking approval is now in place.
It isn’t generating revenue yet because regulatory and operational steps still need to be completed, but it opens up a large new market and adds a separate growth engine alongside the existing payments business.
Third, the Nasdaq JV is a meaningful near-term catalyst.
Once completed, MobilityOne is due to receive around $14m in cash in staged payments, with further upside via shares linked to revenue targets. Importantly, MBO keeps the platform, licences, and technology, and earns ongoing transaction revenue for at least 10 years through the JV.
On top of that, there is a planned Nasdaq IPO with a stated fair valuation of $1.1bn, already SEC-approved, expected next month.
Bottom line: this is not hype — there are real revenues, real approvals, and real near-term catalysts.
All to buy and hold for now - the correction even better now. Value is bit higher now - to for gains here.