Member Info for reapz234

P&D crew out here once again. Will retrace back down once they move on to something else, and people clock on £625 in revenues isn't that much.

0.25% earnt on payments, so £2500 revenues to Satishopay (https://app.vortexfinance.co/).

BLU owns 27.7% of Satishopay, so that's £625 revenues that equates to BLU. Literally peanuts.

Would have to see revenues to increase by an order of 1000 to see anything meaningful here. That would equate to £2.5m annual revenues, but after head offices costs might not even wager a pre tax profit?

2phevs, looking at https://app.vortexfinance.co/, can see:

- To sell USDT to BZL or ARS it's a flat fee of 0.75 BZL. So for $100 transaction that's 0.13% fee, but for $1000 it's only 0.013%

- To sell USDT to BZL it's a 0.25% fee

Wonder why the BZL fees are so low? Well turns out they have had a promotion giving away free money, which explains the revenue increase increase in May. They have been giving a bonus 20 USDT per transaction, so any revenue they have so far earned from fees has all gone towards marketing:

"Early 100 SOLD OUT!

The first 100 rampers have already pocketed 20 USDT—thanks for launching Vortex with a splash.

🌍 Next stop: 500 users

The next 400 people who ramp—BRL ⇄ USDT/USDC or EUR ⇄ USDT/USDC—will each receive 10 USDT within 24 h."

https://x.com/Vortex_Fi/status/1926900584495362524?t=XIWXno_LeDDCOWy2qNFWzA&s=19

"you need to stay away" Bobat123

How insightful lol, it's a board to discuss the company and your insights add nothing

"

Should say:

To sell USDT to EURO it's a 0.25% fee

2phevs, looking at https://app.vortexfinance.co/, can see 'as low as 0.25%' is misleading and incorrect:

- To sell USDT to BZL or ARS it's currently a flat fee of 0.75 BZL. So for $100 transaction that's 0.13% fee, but for $1000 it's only 0.013%

- To sell USDT to BZL it's a 0.25% fee

Wonder why the BZL fees are so low? Well turns out they have had a promotion giving away free money, which explains the revenue increase increase in May. They have been giving a bonus 20 USDT per transaction, so any revenue they have so far earned from fees has all gone towards marketing:

"Early 100 SOLD OUT!

The first 100 rampers have already pocketed 20 USDT—thanks for launching Vortex with a splash.

🌍 Next stop: 500 users

The next 400 people who ramp—BRL ⇄ USDT/USDC or EUR ⇄ USDT/USDC—will each receive 10 USDT within 24 h."

https://x.com/Vortex_Fi/status/1926900584495362524?t=XIWXno_LeDDCOWy2qNFWzA&s=19

Woth doing a bit of research before piling in :)

Tiger16, if you read the RNS it says payments in the stable coin market are potentially worth billions. But Satishopay is only receiving 0.25% of this, so millions not billions I'm afraid. Also this doesn't take into account any costs incurred as part of this, e.g. hosting, support and maintenance of the solution.

It's 0.25%, so £2500 revenues to Satishopay (https://app.vortexfinance.co/).

BLU owns 27.9% of Satishopay, so that's £625 revenues that equates to BLU. Literally peanuts.

Would have to see revenues to increase by an order of 1000 to see anything meaningful here. That would equate to £2.5m annual revenues, but after head offices costs might not even wager a pre tax profit?

Up 20% now

SP increased another 10% today

The placing was to support a Bitcoin Reserve Strategy:

Use of Proceeds

Net proceeds will be used to fund ongoing operations and initiate the Company's newly approved Bitcoin ("BTC") Treasury Reserve Strategy, aligning Cykel AI with the growing cohort of public companies integrating digital assets into corporate treasury management.

A Bitcoin treasury reserve strategy has already been adopted by several publicly listed enterprises-including MicroStrategy Inc., Block Inc. (formerly Square), Tesla Inc. and Canada's Hut 8 Mining-each of which has reported balance-sheet diversification benefits, headline yield on idle cash, and, in many cases, heightened market visibility and equity-market outperformance following their initial allocations. Cykel AI intends to leverage the risk-management and accounting benchmarks established by these early adopters while tailoring the programme to the Company's capital-light, high-growth profile.

Yesterday Cykel AI proposed a placing for £750k against a 12m market cap, and the SP increased by 12%.

We have £2.6m sitting available and a market cap of £4.2m. Incorporating a bitcoin Reserve strategy would do wonders to the SP

Circa £3 million to pay back as part of the next heights payment in July. With heights receiving shares at 10% below price current price of £0.28, this would imply 11.9 million shares issued, 2.5 million more than the 9.4 million issued 1 month ago.

Looking very good for MFAI, CPAI added a further £2m to market cap to £26m just from trading this morning

When making/holding an investment it is important to consider downside as well as potential upside, as hope isn't an investment stratrgy

CPAI market cap up to £24m today based on hype/hope, surely we'll be taking off shortly at a paltry £4m market cap with strong fundamentals

Starting to hit the nail on the head for some people

Avacta SP reacting today to the fact 10 Year bond prices are up nearly 2% which could affect the price of future fundraises?

GROW shares were 227p on 7th April, now 318p. MFAI should follow, hugely undervalued

"Investors are suffering from myopia right now. This condition is particularly prevalent in the growth capital investment companies space.

A market that was willing to pay a premium for exciting high growth businesses as recently as 2021 now has very little interest. Back then, investors didn’t worry too much about lack of current profitability and were happy to patiently wait for distant profits promised by business plans and cashflow projections. Not anymore.

This situation has a lot to do with discount rates, which are tied to interest rates. Much of the value of a growth company lies in its future profitability and the impact of discounting those future profits at a higher rate results in a lower present-day value. The US 10-year interest rate (i.e. the yield-to-maturity on a 10-year US government bond) rose from around 0.5% in August 2020 to almost 5% in October 2023. Valuations of growth companies, discounted at higher rates, declined markedly as a result.

This is not necessarily because the business environment became less attractive. It is largely due to the mechanical impact of higher interest rates, and therefore a higher discount rate, on future income and profitability.

There are several things that could lead to a re-rating from here: lower interest rates, the reopening of the IPO window, an increase in portfolio exits and increased capital flows into the UK stock market. Now looks like a good time for the market to correct its short-sightedness and reconsider the long-term attractions of these growth capital trusts. "