Member Info for share12345

I got 6.495

Here we go now

Nt

To get on this ride ..

your paying 3.65

nice rise

On the move

No sells

shound be up min 10%

CelLBxHealth PLC, up 20% at 1.23 pence, 12-month range 0.85p-2.70p. Says it expects 2026 revenue of at least GBP2.1 million, up 50% from 2025, as the company progresses its turnaround strategy and builds its sales pipeline. The Guildford, England-based liquid biopsy company, formerly called Angle PLC says first-quarter trading focused on organisational restructuring and cost reductions. Following a 60% headcount reduction last year, staff numbers were further reduced to 39 from 44 in the first quarter. CelLBxHealth says these measures are expected to reduce annual cash operating costs in 2026 by more than GBP6.6 million, with a further GBP0.1 million of savings targeted in the second quarter. Cash at March 31 stood at GBP4.3 million, in line with expectations and reflecting one-off restructuring costs. The company says it has appointed a new US head of sales and remains focused on commercial execution. It adds that it is in advanced talks with a major private US healthcare provider regarding two clinical studies using its Parsortix platform, and is close to signing a master services agreement with a top-10 global pharmaceutical company.

⚙️ Step 1: How much Bitcoin can 4.8MW produce?

A rough industry assumption:

Modern mining efficiency: ~30 J/TH (varies by hardware)

1 MW ≈ ~30–35 PH/s

So 4.8 MW ≈ ~140–165 PH/s

That’s about 0.14–0.17 EH/s.

🌐 Step 2: Share of global network

The Bitcoin network hash rate is roughly:

~600 EH/s (can fluctuate a lot)

So BMV’s share:

~0.025% of the network

🪙 Step 3: Bitcoin mined per day

Total BTC mined per day ≈ 450 BTC (post-halving)

BMV share:

450 × 0.025% ≈ 0.11 BTC/day

💰 Step 4: Revenue estimate

Let’s use a few price scenarios:

BTC Price Daily Revenue Monthly Revenue

$60,000 ~$6,600 ~$198,000

$80,000 ~$8,800 ~$264,000

$100,000 ~$11,000 ~$330,000

⚡ Step 5: Costs (very important)

Texas is cheap for power, but still:

Power cost: ~$0.04–0.06/kWh typical

4.8MW running 24/7:

👉 Daily energy use:

4.8 × 24 = 115.2 MWh/day

👉 Cost:

~$4,600–$6,900 per day

📉 Step 6: Rough profit range

BTC Price Revenue Power Cost Daily Profit

$60k $6,600 ~$5,500 ~$1,100

$80k $8,800 ~$5,500 ~$3,300

$100k $11,000 ~$5,500 ~$5,500

👉 Monthly profit:

~$30k → ~$165k depending on BTC price

🧠 Important nuance (this deal structure)

BMV said:

“contracted and stable cash flows”

That likely means:

They are not directly mining themselves

Instead, they get a fixed or structured payout

👉 So real outcome:

Less upside than raw mining

But more predictable income

📊 What this implies for valuation

Even at mid-range:

~$3k/day profit → ~$1M/year (rough ballpark)

That’s:

Enough to prove the model

Not enough alone to justify a huge valuation jump

👉 The real value is:

If they replicate this 10x → 20x scale

⚠️ Biggest sensitivities

This model swings hard based on:

Bitcoin price (obvious)

Network difficulty (less obvious, but critical)

Power cost contracts

Uptime / operational efficiency

🧾 Bottom line

This project is likely:

Low millions revenue annually

Mid six-figure profit (best case early)

It’s not transformational on its own

But it’s a proof-of-concept cash engine

Key points (in plain English)

First real revenue coming soon

This project is expected to generate BMV’s first-ever revenues within weeks.

That’s a major shift from being pre-revenue to cash-generating.

Investment structure

Initial investment already made.

Option to invest ~$2.3 million over 3 years.

Designed to produce daily, contracted cash flow (more predictable than pure crypto exposure).

What BMV actually gets

Not just speculative Bitcoin exposure.

Instead: structured income linked to Bitcoin mining output.

Strategy shift

BMV is positioning itself as a “gold + Bitcoin cash flow” company.

Plan:

Generate cash from mining

Recycle it into treasury (Bitcoin or gold-backed assets like tether gold)

Reinvest for further yield

📊 Why this matters for investors

Positive signals:

✔ Moves BMV from story → cash-generating business

✔ Near-term revenues (weeks, not years)

✔ Exposure to Bitcoin without fully relying on price speculation

✔ Scalable model if more projects follow

Risks / things to watch:

⚠ Bitcoin price volatility still matters (affects mining economics)

⚠ Execution risk (uptime, energy costs, efficiency)

⚠ Counterparty reliance on Digital Carpenters

⚠ 4.8MW is relatively small → early-stage proof, not massive scale yet

🧠 Big picture

This is essentially BMV’s first real test of its new hybrid strategy:

Combine traditional mining mindset (cash flow, contracts)

With crypto infrastructure (Bitcoin mining)

If it works, they’ll likely replicate this model across multiple projects.

🔎 Bottom line

This is materially positive because:

It introduces immediate revenue visibility

Validates management’s ability to deploy capital quickly

Starts building a repeatable income model

But it’s still early-stage, so the real test will be:

Whether revenues actually arrive as promised

Whether margins hold up over time

Kicking t he can

will will see

Https://presentations.investormeetcompany.com/investor-meet-company/pulsar-helium-inc-ask-me-anything-quarterlies?bmid=0e5b159ce189

🟢 Bull Case (Why someone might buy)

Debt issue resolved

Clearing the Convertible Loan Notes removes a major overhang.

Clean(er) structure

Now effectively a cash shell, which can be attractive for a reverse takeover or acquisition.

Potential upside from acquisition

If they land a strong deal, upside could be significant (typical AIM-style play).

Revenue trend improving (slightly)

Small, but at least moving in the right direction.

🔴 Bear Case (Why to avoid / be cautious)

No real operating business

The company has effectively stopped trading.

Profit is not real performance

The £1.9m gain is purely accounting, not cash or operations.

Serious funding risk

They’ve said themselves they may not survive 12 months without new funding.

No funding secured

No binding agreements = high uncertainty.

Negative equity

Balance sheet still technically insolvent.

Very low cash (£132k)

That’s a thin runway.

Nice up date

Here’s a plain-English breakdown of the announcement from MobilityOne Limited (AIM: MBO):

Key Points

1️⃣ Acquisition background

In October 2023, MobilityOne’s Malaysian subsidiary MobilityOne Sdn Bhd bought 49% of Sincere Acres Sdn Bhd.

Total purchase price: RM30 million.

Seller: United Flagship Development Sdn Bhd.

Payment structure

RM2 million paid upfront (already completed).

RM28 million remaining (the “Second Tranche”).

2️⃣ Repeated delays

The RM28 million payment was originally due 8 March 2024 but has been extended multiple times.

The latest extension:

New deadline: 31 May 2026

3️⃣ Interest obligations

Because of the delay, MobilityOne must pay 10% annual interest on the unpaid amount.

New interest payments (Mar–May 2026)

Interest from 1 March 2026 → 31 May 2026

Total: RM705,753.42

Paid in 3 monthly instalments:

March 2026

April 2026

May 2026

Older unpaid interest

RM1.4 million interest from 9 March 2024 → 8 September 2024

Still unpaid

Must be paid by 31 May 2026

Financial implication

If the company waits until 31 May 2026, it will owe approximately:

RM28,000,000 principal

RM1,400,000 older interest

RM705,753 current interest

Total roughly RM30.1M+

And interest continues accruing at 10% p.a. until paid.

What this signals to investors

Positive

Vendor is still cooperating and extending the deadline.

Acquisition terms otherwise unchanged.

Concerns

MobilityOne still hasn’t paid the main RM28M after ~2 years.

Interest costs are accumulating.

Suggests possible cash-flow constraints or funding delays.

✅ Bottom line:

MobilityOne has two more months (until 31 May 2026) to settle the RM28M balance plus accumulated interest for its 49% stake in Sincere Acres.

If you want, I can also explain:

Why this deal matters to MobilityOne’s strategy

What Sincere Acres actually does

Whether AIM investors view this as bullish or a red flag.

is this part of mbo

Yes — Sincere Acres Sdn Bhd is partly owned by MobilityOne Limited (AIM: MBO), but it is not fully part of the group.

Ownership structure

MobilityOne’s Malaysian subsidiary MobilityOne Sdn Bhd agreed to buy 49% of Sincere Acres.

The seller was United Flagship Development Sdn Bhd, which still owns the remaining 51%.

What that means

Sincere Acres is an associate / minority investment, not a fully controlled subsidiary.

MobilityOne does not have majority control.

Financial results may be equity-accounted rather than fully consolidated (depending on control arrangements).

Important detail

MobilityOne has not yet paid the full purchase price.

Only RM2M of the RM30M deal has been paid.

The RM28M balance is still outstanding (now due 31 May 2026).

So technically:

MobilityOne has an agreement to own 49%,

but the final settlement is still pending.

✅ Short answer:

Sincere Acres is intended to be a 49% associate of MobilityOne, but it

(Alliance News) - Thruvision Group PLC on Thursday said it has secured a USD600,000 contract from the Greater Orlando Aviation Authority to supply worker screening systems for Orlando International Airport in Florida.

The Abingdon, UK-based company said the contract underscores "growing demand for aviation worker screening solutions that improve compliance, operational efficiency and the employee screening experience."

This contract follows a previous contract announced in December 2025 to supply aviation worker screening systems at Seattle-Tacoma International Airport, and brings the total number of US airports using Thruvision systems to five.

Happy friday

nice workteam

Well done team.

Up 5%

happy friday

📈 Why Some Investors See a Re-rating Opportunity

The thesis is:

Current valuation reflects mostly the small M2G boiler business.

If the COF partnership generates meaningful deployments:

Sabien could become a clean-tech infrastructure facilitator, not just an energy-efficiency company.

That could potentially justify a much larger valuation.

⚠️ But There Are Major Risks

The opportunity is speculative.

Key risks:

1️⃣ Technology scale-up risk

Plastic-to-oil projects often struggle to scale economically.

2️⃣ Financing risk

Plants require millions in capital.

3️⃣ Timing risk

Projects can take years to approve and build.

4️⃣ Revenue uncertainty

Sabien earns fees only when plants are deployed.

HAPPY FRIDAY

✅ Bottom line:

Although the official free float is ~12–13M shares, the real trading supply could be closer to 6–8M, which is why the stock can move sharply when news hits.