Member Info for Sanboy

So currently the company is valued at 32m, but i believe that on GSX deal we will be around 80m mark as that accounts for a conservative PE ratio on the current revenue valuation of the GSX which is around $12.8m and also adds Juno valuation. The conversion to a platform that hosts a token on it will be significantly higher as that means proof of working and revenue generation. There is also discussion of further exchange purchases by VLRM so that a web of exchanges sitting on the blockchain will be created. This will allow expansion of product and user base. Remember that the GSX already has 2500+ bonds hosted which could be converted to tokens and traded immediately.

What i would also suggest you do is look at Patrick L Young who is the top guy that has run exchanges before, written books and is on good terms with the head of the NYSE (Jeff Sprecher).

San

Happy to

Summary
VLRM are looking to build a bridge between current financial world and the crypto world, effectively allowing you to buy securities like bonds and shares with your crypto.

How
So VLRM have agreed to purchase the Gibraltar Stock exchange (GSX) which will be converted into a digital trading platform and hosted on the Blockchain. Now its not known what tech exactly yet, but VRM has an agreement to purchase 10% of the GSX group that run gatenet and gate token. Its believed that the GSX will use this technology and sat on polymesh to allow that connection. Shares or bonds will be bundled up in a token with MAP tech (Mattereum Asset Passport), which confirms security and authenticity/ownership of that security. That token will sit on the new exchange and will be traded using crypto 24/7. This will be the first regulated exchange that will allow you to do this. The last RNS covered a funding agreement for 10m. VLRM have also got agreement to purchase JUNO which is an asset management group, meaning VLRM will have covered the below

GSX - Platform
US Private Investment - Funding
Gatenent - Tech
Juno - Fund Management and Admin
MAP- Security and ownership
Hassan - Legal
Patrick Young- The boss

Benefits
The benefits are huge here. Few bullets, but more i may have forgotten
- Leverage against volatile crypto
-Trade securities 24/7
-Loan against your bond purchased with crypto (Getting a mortgage using the stable bond purchased by Crypto, as loan against Crypto is eyewatering if possible at al)
-Tax incentive

Next Steps
We need the GSX and Juno deal approved by the GFSC (Gib Financial Services Commision). Once thats in we need to convert the platform and start making money

San

I have always said that the GSX and Juno without conversion is around 80-100m, but thats without understanding the figures on the deal. The conversion and live hosting will be 250m + as thats the beginning of revenue generation. The mcap will rise once we start getting trading 24/7. The assumption is that the bridge will be adopted by lots of customers, thats where Patrick will shine

San

Remember that VLRM are buying a stock exchange to Tier 1 level and the agreement by GFSC means that full regulation to convert to digital platform and trade with Cryto will be awarded. Thats something the markets have never seen before so will have to think pretty quickly about how they want to price that news.

San

This is not a rerate. This is a correction. A rerate will happen on news and it will be something very very high.

San

Top up at 203 and 207. There will be a short supply of these when the RNS hits, so expect a big surge if the news is good. High demand + small float = Very high % increase

San

Strong buying today

San

Nope wrong. If you were in the group then you will know that I challenged Patrick around purchasing shares and closed period. I’m still in the group. How did you position it? Were you rude or abrupt? Only person I know who got banned was the idiot who keeps on coming in and out. You know who I mean

San

Absolutely agree the herd will come after Deal confirmation. I expect a significant rerate

San

Under the radar...We were in global news outlets! The fact is that AQUISE trading is restricted by brokers meaning many cant get live prices and they have to phone or Fill or Kill to execute a trade. AIM, although more expensive and requirement to have a NOMAD, it allows much more volume and that is what drives an SP. My personal view is that we would be significantly higher if we were on AIM, but no way of knowing who is right or wrong. Its not a big deal as this will play out as we all expect it to. The increased Lquidity will come from the US listing as they will be very excited to jump on VLRM and that will push VLRM to close any significant Arbitrage. I think once we have the deal through, there needs to be a focus on moving us before exchange live date

San

So I didn’t mean to attack but I have heard statements over the last few weeks and nothing to back it up or suggest alternatives. Poulden may have his critics but the us investment structure was the only way to raise the capital needed to purchase and enhance the trading platform. He could’ve easily diluted at a 10% discounts and low exercise warrant price but didn’t as that would’ve killed sentiment. I also heard a ridiculous statement about a bank lending against asset valuation which would never happen on a non revenue generating penny stock.

The upshot is that the market has absorbed the funding news and today’s buy/ sell split tells us that demand is there. Unfortunately we are stunted by the market we are hosted on and the brokers inability to live price VLRM or go beyond a phone or Fill or Kill order. Our volume is too significant for Aquise and we should really be on double volume with a better purchasing mechanism in place. I know Patrick is aware of this and can fully understand the share holder concerns… we have out grown the market we sit on. They have been good to us but it’s time to grow. I think the IS listing will help the liquidity as the investors there get this more, just look who offered funding

Personally I believe that this will be the biggest share of 2022 because the deal will create something never seen before and will give a 25m mcap valued company direct exposure to a 3 trillion market alongside trillions on the legacy finance world ( securities, debt bonds, shares etc). This is impossible to estimate a value for the company as the revenue could be eye watering. Imagine billions in crypto investors sticking their investment into a stable debt bond that they can lend against to buy a property or a car. Add to that 24/7 trading and potential linked exchanges increasing fund products and customer base. It’s a very exciting time and I’m glad I’m on the train and not waiting at the station

San

How would you have paid for it London? A company with minimal revenue so can’t approach a bank and share price at a low rate meaning painful level dilution?

San

So the biggest risk to this investment i have been hearing for a while is the Poulden effect and his continuous sizeable placings. This has shown that funding can be generated in a controlled and structured way to ensure growth to the share and maintain value to the shareholder. Fantastic to see that the US investors are all over this

San

Well it meant no drilling costs and then Newcrest had the option to take up a further 5% at the end of stage 4 (Market value). If this JV then you are looking at 500- 1bn mcap easily

San

Not through Oil, but GGP agreed a 70-30% split with Newcrest for their Gold license. Newcrest agreed to finance 65m in drilling. Agreement that GGP would foot some of the capex cost for Feasibility and Mine

San

EUA, GGP, AVCTA, 88E, VLRM, COPL, SNG.... just a handful of shares getting hit. Nothing strange here, just Market in bloodbath mode.

San

Bounce this afternoon as the MMS try to get sells out from this mornings Buys.

San

Nobody knows but personally I think it will be a stock and cash split. I would think that the company hope that the 80p warrants get hit to increase cash in the bank to pay for some of it, plus stock award in the future like the Juno agreement. The company has such a low dilution that it can probably afford 30m at a higher price to round up shares to 100m and still be appealing. All conjecture at the moment but it may also come from private investment with a repayment plan

Dan

Ok now here is my statement. VLRM is undervalued

Ok so how do i make this statement. I take the current MCAP and look at it from what is currently on / soon to be on the books. You cant look at it from revenue perspective, but thats fine as you cant for many small/mid cap companies as they arent revenue generating. I give GGP as a casing point. If you take the value of the GSX ($12.8m) and the Juno group which i think is a couple of miillion and add a conservative PE ratio of say x5 then you get north of the current value. Understand the deal hasnt gone through yet, but you have to value the potential and also the value of the board. The board value has to be significant as you have Patrick on it. You have to value his connections and the opening doors to some big players like the chairmen of the NYSE. Next you have to value the agreement with Vinay MAP tech and the engagement of Hassans.

Its worth noting that Fintech companies usually add a ration of x25

San

Not sure what you by thats a no? Ive provide detail from his CV and it being about peoples buyin and profit made under Poulden era of Sirius? With regard to Lenigas, i dont know him but his reputation is known. However, he is a big investor who will sell when the time is right for him and that will have a short term hit on the SP if not absorbed by buyers. However, does that dictate whether the company will realise an increase in Value? So question, if David Lenigas dumps all his stock, does that mean VLRM will collapse? Does that mean Patrick Young has also fooled us all and the GSX deal is not real. I would be worried if you dont buy a stock because a private investor who has a so called tarnished history has bought in. Do you not invest against business fundamentals?

San