Member Info for smkr

Https://monepay.com.my/

Exactly Dave. When this merger happens within a few month they’ll probably have around 13/14p cash per share. Discounting a big revenue generating business, the 40% newly formed co JV with Superapps, the health care and clinics payment processing biz https://hatiintl.com/ ..

and the wildcard of why the board members of MBO were meeting Malaysian PM and Minister for trade alongside Saudi conglomerate owners Nesma holdings https://www.nesma.com/en/our-companies

Those tweets last year could be attached to the Qube agreement from June.

“ On 26 June 2023, M1 Malaysia entered into a joint venture cum shareholders agreement with Syed Faisal Algadrie Bin Syed Hassan to incorporate Qube Nexus Sdn Bhd, Malaysia to explore any suitable business opportunities from the Kingdom of Saudi Arabia. Any material developments in relation to new business opportunities will be announced in due course”

It could be a big inflection point for this co. It’s been on aim for years, never raised cash for a long long time. Makes money, hasn’t grown so nobody finds it sexy.

Having 40% of payment processing in a big SuperApp for Asia, including Islamic banking / payments/ shopping and more.. Could be just the growth story to set up some renewed long term interest here.

Remind yourself of the immediate terms for 60% of 1shop ahead of the speculation

“ (7)

Assumes 400,000 Contingent Shares to MobilityOne. Following the consummation of the share sale pursuant to the SSA, MobilityOne will receive cash payments of $8.8 million and $4.4 million from Super Apps within 14 days and 180 days, respectively, of completion of the Business Combination. As further consideration of MobilityOne’s undertakings and guarantee of achieving the Revenue Target, Super Apps shall cause TETE to issue part of the Contingent Shares to MobilityOne Limited (which is the parent of MobilityOne) with aggregate value of $4.4 million upon OneShop Retail achieving the Revenue Target. The Contingent Shares will be issued at a price of $10.00 per share. In the event that the Business Combination is consummated, but the Revenue Target is not achieved, the Share Sale will continue, but MobilityOne will not be entitled to the Contingent Shares.”

https://www.sec.gov/Archives/edgar/data/1986694/000149315224002939/formf-4a.htm

Oh yeah. I forgot to add, if Superapps hits revenue targets MBO will also get $4m of shares in the new Nasdaq co.

The cash in the biz atm is probably around £3m

If merger goes ahead they’re due around £10/£11m (deal is priced in dollars)..

That alone at puts it at cash 13/14p .. discounting a current profitable business and “potentially” a huge growing business as 40% of payment fees within the Superapp.

We just need the merger to make a move

Https://www.nasdaq.com/market-activity/stocks/tete/sec-filings

Looks like a lot of SG 13 filings were made mid week for TETE. SG 13 are a 5% tr1 type equivalent

“What Is Schedule 13G? The Securities and Exchange Commission (SEC) Schedule 13G form is an alternative filing for the Schedule 13D form and is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue.”

Sorry if it’s already posted, but couldn’t see it on last couple pages of messages.

Recent presentation after farm out, nicked from ad vfn board, cheers to lad who posted it.

https://www.delticenergy.com/wp-content/uploads/2024/02/Corporate-Presentation-February-2024.pdf

Seems quite a few that didn’t get their full allocation are buying .. only got around 3rd of what I applied for with Ajbell .,

It’s quite incredible that this is still only 1.8p in old money. 20:1 consolidation. Last raise before that was 3.5p.. that would be before Selene and probably Pensacola both farmed out! Who smells some higher prices incoming

Malcy on DELT

https://www.malcysblog.com/2024/02/oil-price-zephyr-petrotal-europa-deltic-jadestone-and-finally/

OTC Crypto Desks Outpace Select Institutional Exchanges in 2023, Averaging 1800% More Volume Each Day

LMAX and ErisX are two centralised exchanges that maintain high entry requirements, as such, they can be used as proxies to measure institutional trading volumes. In 2023, LMAX and ErisX generated around $75 million in average daily spot trading volume.

The spot OTC market size, as reported from a limited yet significant set of responses, averages a substantial $1.44 billion in daily trading volume. Based on these results, observable differences are displayed, with OTC Desks averaging ~1800% more volume every day.

https://mondovisione.com/media-and-resources/news/ccdata-crypto-otc-markets-primer-and-insights-report-insights-into-otc-crypto-m/

Over-the-counter (OTC) crypto trading might sound complex at first glance, but breaking it down, it's quite straightforward. OTC trading allows you to buy and sell cryptocurrencies directly with another party, sidestepping the public order books of traditional exchanges. This means your transactions are private, often larger in volume, and can be executed without the price fluctuations that might occur on an open exchange.

The significance of OTC markets in the cryptocurrency landscape cannot be overstated. They provide a necessary mechanism for high net-worth individuals and institutions to execute substantial trades with minimized market impact.

https://altcoininvestor.com/evolution-of-otc-crypto-trading/amp/

“ GS20 Exchange OTC Desk

Our Over-the-counter (OTC) trading desk offers deeper liquidity and a more personalised service for institutional and high net-worth clients.

Regardless you are looking to trade Bitcoin or other cryptocurrencies for 100 thousand, 1 million or 10 million in EUR, GBP, or USD, our professional OTC desk will be able to provide you with seamless trade execution and fast settlement services at ultra-competitive rates.”

Seemed to be a bit firmer today. Hopefully those that wet the bed on a couple week delay are done. This price here is cheap as fried potato slices, if these flow test results are even close to what most anticipate. If you like it, fill ya boots imo.

Surely not Dave lol.. but nothing will surprise me in this market.

Feels like it’s coiling up for one hell of an explosive move

The ONLY crypto exchange on the London Stock Exchange. Remember that fact as bull run comes

“The developments in the space at the end of 2022 left the whole industry facing a challenging outlook. Markets slowed down, liquidity dried up, and we observed volumes starting to shift from exchanges to OTC,” Evgeny Gaevoy, CEO and Co-Founder of Wintermute Group, said in the report.

Liquidity in cryptocurrency trading refers to how easily large orders can be executed without significantly affecting the market price. Without sufficient liquidity, making large trades is more likely to alter prices.

A lack of liquidity has been a persistent challenge for exchanges throughout 2023, which has led many large institutional traders to move over to OTC desks.

https://www.coindesk.com/markets/2024/01/10/crypto-otc-volumes-on-wintermute-soared-400-in-2023/amp/

Https://gs20.exchange/otc

GS20 OTC Trading Desk

Our Over-the-counter (OTC) trading desk is a more personalised service designed for institutional and high net-worth clients.

Https://thewest.com.au/business/bulls-n-bears/phoenix-flow-test-imminent-for-88-energy-in-alaska--c-13476873

It’s still the only company on the LSE that owns a crypto exchange. Even if it makes 100 grand, it makes more money than QBT from crypto..