Member Info for Plutus1

Built up a nice position here, valuation looks totally ridiculous.

If GMET is worth £7-8m, how can all other POW assets be worth only £7m 😂

Valuation totally out of sync.

Metal prices rocketing, would not be surprised with a big rerate here very soon.

Https://www.google.com/amp/s/www.sharecast.com/amp/news/broker-recommendations/canaccord-on-cab-payments--14394584.html

Don't forget 585p price target only 10 months ago, and this was they said at a very conservative price,CAB should carry a premium as they have a unique MOAT!

Needs to now just 1 bag to get back to IPO price.

We got this unique opportunity because growth was 25% and not 37%!

With EU License, US license to come, expansion in Latin America, new Office in Asia, new client wins would like to see new broker targets and analyst notes going forward.

DYOR

Recap of the reasons for the huge undervaluation with CABP...

Totally staggering how the market is mispricing CABP currently. CABP realistically should be multiples of todays price.

Only thing you can do is top up at every opportunity.

Every single key indicator blows most companies away.

Always look at TRST, all measures for CABP are 4-8x better, yet TRST is valued 3x CABP 🤯, make it make any sense. Efficient markets you are having a laugh!

There is zero liquidity on LSE, one buyer, and CABP flies.

Premium Listed ✅️

Small free float getting smaller by the day ✅️

Huge margins 47% EBITDA ✅️

Massive Free Cash Flows ✅️

Zero Debt 🤯

Clean balance sheet ✅️

2024 numbers will look even better without the one off 2023 IPO costs ✅️

Huge growth opportunities - x3 by 2027 ✅️

European License granted ✅️

US License H2 24 ✅️

Asia office to open soon ✅️

Expanding in Latin America ✅️

World Class BOD ✅️

UK Banking License ✅️

Unique Competitve Advanatages ✅️

By year end CABP must easily have £100m+ in cash ✅️

IMO said it before, by the end of 2024 expect CABP to be approaching IPO price again. EU/US/Asia licenses/new offices will super charge growth.

One of the most, if not the most undervalued company on the Premium LSE market.

1 predatory offer and CABP flies 🚀. I have no doubt there must be PE firms looking at the huge disconnect to fair value here. Valued at £850m at IPO 12 months ago, And just £400m today! If listed in the US, CABP would be valued at a few billion easy.

At TRST P/E, CABP would be £15 a share 🤯🤯

DYOR

From a standing start of ZERO, wonder by how much CABP will supercharge growth as it expands in EU/US/ASIA.

I just hope no one comes knocking before the full potential is realised. Look at Darktrace, recently got taken out for 2x IPO level.

Exciting times.

IMO The way it's moving it better not be a takeover leak! The potential is simply too great for it to be taken over at a small premium here.

Buying is relentless, last 2 days, someone knows something.

Been saying it for a while, if a bid comes in, would not be surprised at all, CABP is valued in the bargain basement territory. If someone takes it over it would be like a golden goose.

PROFITS

FCF

SUPER HIGH MARGINS

ZERO DEBT

LOW CAPEX

HUGE GROWTH POTENTIAL

Organic growth last year was 25%

This was knocked somewhat with the Naira situation.

With EU license in April 24

US license in H2 24

Asia office to open

Expanding in Latin America

It's actually mind boggling to think what the growth potential is going forwards.

Over 50% easy.

Then if you reciprocate the growth in EBITDA % of 47% and FCF Margin, it really is a money printing machine.

Cannot believe so many people have not picked up on this opportunity.

CABP are saying they will be x3 by 2027. That would be £250m EBITDA, £225m FCF 🤯🤯

DYOR

We have a big big buyer on the scene loading up.

Will this be our 15-20%+ day to smash 150p

Analyst & Investor call at 10am

Https://www.cityam.com/on-the-beach-labelled-cash-machine-following-ryanair-partnership/

Big boy institutions will snap up everything from the small traders stopped out. They will be desperate for shares.

Seen it too many times now

Typical market reaction.

All stops taken out before next leg higher. Would expect to see a close closer to 200p by the end of this week, who knows by the end of today lol

Markets are not rational or efficient,it's the wild west.

Totally staggering how the market is mispricing CABP currently. CABP realistically should be multiples of todays price.

Only thing you can do is top up at every opportunity.

Every single key indicator blows most companies away.

Always look at TRST, all measures for CABP are 4-8x better, yet TRST is valued 3x CABP 🤯, make it make any sense. Efficient markets you are having a laugh!

There is zero liquidity on LSE, one buyer, and CABP flies.

Premium Listed ✅️

Small free float getting smaller by the day ✅️

Huge margins 47% EBITDA ✅️

Massive Free Cash Flows ✅️

Zero Debt 🤯

Clean balance sheet ✅️

2024 numbers will look even better without the one off 2023 IPO costs ✅️

Huge growth opportunities - x3 by 2027 ✅️

European License granted ✅️

US License H2 24 ✅️

Asia office to open soon ✅️

Expanding in Latin America ✅️

World Class BOD ✅️

UK Banking License ✅️

Unique Competitve Advanatages ✅️

IMO said it before, by the end of 2024 expect CABP to be approaching IPO pirce again. EU/US/Asia licenses/new offices will super charge growth.

One of the most, if not the most undervalued company on the Premium market.

DYOR

Https://cabpaymentseurope.com/

"we have just opened our EU business CAB Payments Europe in the Netherlands and due to open offices in the USA and Asia in the near future"

Never heard Asia being mentioned before! Basically rolling out globally.

Https://latam-news.co/news/british-banks-are-back-in-latin-america

CAB growth to 2030

We are on a substantial international growth journey, we have just opened our EU business CAB Payments Europe in the Netherlands and due to open offices in the USA and Asia in the near future. Over the coming years we will have a bigger team devoted to Latin America. They will be working with local banks in the region, perhaps spreading our network out to institutions in operating secondary and tertiary cities in our focal markets.

At the moment Latin America’s international financing flow are dominated by the US. I think we can help the region grow its links to the rest of the world. Our slogan is that we “move the money to where it’s needed”, so whether it is the south of Mexico or a jungle in Brazil, you will see CAB doing more of that in 2030.

Last time Copper was riding this high, PXC was trading at 50-60p. Make it make sense. And only in Nov 23 it was touching on 40p.

Now we have all of the following going on:

Copper price on the road to $5 and beyond

1st ever reserve statement last week (RNS)

AGM in 2 Weeks, expect AGM notice soon (Last year was early June)

Some equipment already purchased (RNS)

PFS all but complete (RNS)

New 10m funding with Riverfort (RNS)

25m Copper Bonds due imminent (RNS)

IMO expecting a big rerate soon.

All info has been RNS's recently, publicly available, just have to read through it all, and put the jigsaw together.

Yes, timelines sometimes slip, thats in all businesses, esspecially bringing on a Copper/Gold/Silver mine with limited dilution.

Always DYOR, IMHO

Shorts trying to close into next to no volume hence the holding pattern of 135-145p for several weeks.

It will soon spring higher, IMO we will get a 15-20% minimum day when 150p is quickly breached.

Totally undervalued, and a huge driver for growth with the new EU license is staggering. And then the US license in H2, well H2 is not far away!

Https://markets.businessinsider.com/news/commodities/stanley-druckenmiller-copper-investment-price-supply-demand-imbalance-evs-missiles-2024-5

Last time Copper Price was at this level, PXC was trading around 50-60p 🤯

And now we are seemingly closer than ever.

Make it make sense. The run up could be very quick.

Https://www.reuters.com/markets/deals/rio-tinto-had-considered-bid-bhp-target-anglo-american-afr-says-2024-05-10/

Haha first BHP, then Glencore, now Rio Tinto all after Anglo's copper.

Copper price is going vertical again.

Many heavyweights like Robert Friedland and Stanley Druckenmiller have recently commented on the supple/demand crunch in Copper, unlike anything we have ever seen. Right now, it's the tightest position it's ever been. Record long positions on copper, with some suggesting it could easily hit $7-8 in the coming years!

With the Ivanhoe/BHP deal yesterday, it shows with the current geopolitics there is a metals arms race to reshore in US, create a domestic supply chain, US assets of critical minerals will be carrying huge premiums.