Member Info for SmoothOperater

People just don't negotiate a contract like the latest RNS without an extremely high chance of approval IMO

It's just a matter of waiting for the transferal from profit taking shares to holding shares for the next big move up.

If you're more than a few hundred percent up, it would be difficult not to be taking profit.

These shares need to be flushed out and put into the hands of investors ready to take the shareprice to the next level up.

Approval looks to be odds on happening.

I suspect we'll all exit at the same time, when this gets taken out at a much higher price range.

Another TR1 inbound.?

Great news!

Massive rerate off the year low going to happen here. IMO

The smaller free float moves the shareprice faster

Nice contract win and it's worth around 15% of the company's current MCAP.

Keep doing what their doing and the shareprice will catch up.

Nice contract win and it's worth around 19% of the company's current MCAP.

Keep doing what their doing and the shareprice will catch up.

Buy & Hold

The tradeable free float of shares still looks very small which is ideal for a big move up...

Looking strong today

I found the reasons why Helios has to sell down their 41% in CABP before they can apply for USD

Clearing House Interbank Payments System. 'CHIPS'

Anti - competitive concerns & conflicts of interest

Helios Fund III At September 30, 2023 the underlying portfolio investments in Helios Fund III were primarily comprised of investments in: (i) a public

company providing cross border payment and foreign exchange services across Africa;

(ii) a public company providing electronic payment processing

services in Egypt

Helios Fund IV (ii) a private company providing cross-border electronic payment processing services globally (including Africa)

Indirect Equity Interest in Access Bank SA, listed on Nigerian stock exchange.

Also, the 2023 to 2026 exit range is to be considered normal.

It matches the the exit ranges length in the other Funds.

Small moves, there's a very good summary here and the author is also invested in CABP.

https://seekingalpha.com/article/4666496-cab-payments-pe-of-5-while-growing-more-than-25-percent-a-year

Helios Fund III is a private equity fund domiciled in the Cayman Islands that was formed in 2014 with the purpose of investing in companies that operate primarily in Africa.

At September 30, 2023 the underlying portfolio investments in Helios Fund III were primarily comprised of investments in: (i) a public company providing cross border payment and foreign exchange services across Africa; (CABP)

Helios Investors III, L.P. (“Helios Fund III”) target exit year 2023 - 2026

Given the target exit year range of 2023 to 2026 for the fund, it suggests that the fund intends to exit its investments, including its stake in CAB Payments Holdings, within that timeframe.

Helios Fund III is a private equity fund domiciled in the Cayman Islands that was formed in 2014 with the purpose of investing in companies that operate

primarily in Africa. At September 30, 2023 the underlying portfolio investments in Helios Fund III were primarily comprised of investments in: (i) a public

company providing cross border payment and foreign exchange services across Africa; (CABP)

Helios Investors III, L.P. (“Helios Fund III”) target exit year 2023 - 2026

Given the target exit year range of 2023 to 2026 for the fund, it suggests that the fund intends to exit its investments, including its stake in CAB Payments Holdings, within that timeframe.

Correction *

Helios owned 41% (after IPO) and, according to their last investors presentation, they plan to sell down their fund III positions by the end of 2025. This poses a short to medium-term risk but may turn into a catalyst thereafter. It is necessary for Helios to exit their position so CAB can apply for CHIPS (Clearing House Interbank Payments System) access and obtain $USD clearing capabilities.

CAB is dependent on third parties clearing 75% of their revenue that is denominated in $USD. They are unable to begin the process of connecting to CHIPs (Clearing House Interbank Payments System), which would give them USD clearing capabilities, until Helios sells down their position.

Then you'll know Helios will have to part with their stake 43% for the greater good.

The USD clearing house status will transform the company expected around the end of 2025 , the additional revenues should make current levels look very small.

Just build a big position and hold.