Roy L

183 posts

Roy L

Roy L

@LunioRoy

Katılım Şubat 2022
37 Takip Edilen50 Takipçiler
Roy L
Roy L@LunioRoy·
@Michaeljdobbin I would love to see 50 but I think tomorrow might ellipse this 👊
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Michael Dobbin BTC SWC
Michael Dobbin BTC SWC@Michaeljdobbin·
How many? 50?
Andrew Webley@asjwebley

We recently created a page on The Smarter Web Company website showcasing some of the great Bitcoin treasury analytics tools that exist. The Webley Tracker made by @BitcoinBee21 is featured alongside some of the platforms like @StrategyTracker, @BitcoinPowerLaw and @BTCtreasuries. You can find the page we created, which has links to many of these third party websites, in the comments. And we also have our own Bitcoin treasury analytics dashboard developed by our very own @aw_smarterwebuk (with a little help from myself). In the near future we hope to add many more orange dots. LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8

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Andrew Webley
Andrew Webley@asjwebley·
We recently created a page on The Smarter Web Company website showcasing some of the great Bitcoin treasury analytics tools that exist. The Webley Tracker made by @BitcoinBee21 is featured alongside some of the platforms like @StrategyTracker, @BitcoinPowerLaw and @BTCtreasuries. You can find the page we created, which has links to many of these third party websites, in the comments. And we also have our own Bitcoin treasury analytics dashboard developed by our very own @aw_smarterwebuk (with a little help from myself). In the near future we hope to add many more orange dots. LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8
Andrew Webley tweet mediaAndrew Webley tweet media
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Roy L
Roy L@LunioRoy·
@the_desert_ape If you get to the first milestone you can have 0.05% of my shares as well 😉
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Jamie Knowles
Jamie Knowles@the_desert_ape·
Morning all - we’ve released an RNS relating to our LTIP (Long Term Incentive Plan) and want to share more context. We have a 10-year plan to build one of the leading companies in the UK. That requires patience and commitment, which is why it’s so important we have a team that’s fully aligned, especially as we enter year 2. That’s the thinking behind our LTIP, announced following strong shareholder support at the AGM. In practice, that means: • Awards linked to ambitious market cap and share price milestones (not to be used as forecasts). • Awards that vest over multiple years, in tranches (minimum 5-year period). • No awards that vest or become exercisable for at least the first 3 years. • Full transparency - all participants and award levels have been disclosed. This keeps us focused on the bigger picture, with every decision coming back to one question, "what's in the best long term interest of our shareholders?" If we succeed, we succeed together. LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8 x.com/smarterwebuk/s…
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Roy L
Roy L@LunioRoy·
Fire 🔥 Sale
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Roy L
Roy L@LunioRoy·
This stock has no limit 👊
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Toffee
Toffee@Toffeebdm·
@Glend_66 @SWC_Wiki Welcome @Oliverhewett3 👏👏👏 Great to have a financial controller in place with such strong ties to the mission; a bitcoin maxi and long time shareholder 👍
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Chief OG
Chief OG@andysmith_asap·
7am Crew - Do we get a 7am RNS tomorrow from the ATM running last week?. I believe so. See you in a couple of hours
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Roy L
Roy L@LunioRoy·
Thought of the day! Whilst walking around my local Georgian Hall I wondered if a Fly on the wall documentary has ever been suggested regarding SWC. We have 3 very watchable lead men (Top gear!) and it didn’t do Bank of Dave any harm! He even now has a musical!
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Roy L
Roy L@LunioRoy·
@asjwebley I love this man need I say anymore!
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Andrew Webley
Andrew Webley@asjwebley·
This week’s update has been harder to write than usual. As we mark our first anniversary as a public company, it’s hard not to feel a little emotional trying to capture everything we’ve experienced over the past year. The progress, the challenges, the highs, the lows and everything in between is tough. When I first had this idea, many people said it couldn’t be done. I heard all the reasons why it would fail. Despite that, I chose to take a significant personal risk because I believed not only that it was possible, but that the UK needed something like Strategy. Twelve months on, it’s hard to fully take in how far we’ve come - listing on Aquis, rapid early growth, raising ~£250m, becoming one of the largest Bitcoin treasury companies globally, speaking at industry conferences, meeting Michael Saylor, uplisting on the London Stock Exchange, acquiring Squarebird, leading research coverage and being included in the FTSE indices are just some of the highlights. All of those are solid achievements, but what I’m most proud of is the investor support that we have received. People matter and through Smarter Web, we’ve brought together individuals around a shared mission – building what I hope will be one of the largest companies in the UK, built on a Bitcoin balance sheet. As we enter year two, I’ve been reflecting on the values that have guided us so far and will continue to define us - integrity (doing what’s right, not what’s easy), transparency (clear, timely communication), accountability (owning outcomes), and stewardship (advancing the industry responsibly). These values aren’t just statements - they underpin how we operate day to day. They guide our decision-making, how we communicate, and how we think about long-term growth. In a rapidly evolving industry, maintaining trust and consistency is key, and we believe staying anchored to these principles will be an important differentiator. Everything ultimately comes back to a simple question - what is best for our shareholders. It’s also important to take a step back and reflect on where we could have improved. Overall, I believe we’ve taken the right steps, though there are areas where we could have moved slightly faster - for example, we could have shaved a few weeks off the London Stock Exchange uplisting. My view has always been that you can do almost anything if you believe in it and apply yourself. That will continue to guide us as we look to grow and break new ground. We’re not complacent and, as a team, we know there’s still a lot of work to do. We’re working hard to keep moving things forward. It isn’t always easy, but the continued support from our investors, and seeing how much Smarter Web means to so many, gives us real motivation to keep pushing on. Data and metrics Data and analytics are important. As I mentioned last week, it’s an area I’m personally very passionate about, and where I believe, Smarter Web can help lead efforts to improve transparency and standardisation across the sector. I remember in the early days the community-built tools and dashboards were crucial in helping us raise awareness. We’ve been working closely with several dashboard providers, including @StrategyTracker and @BitcoinPowerLaw, to ensure our data is accurately reflected. Through this, we’ve identified that some of our share information is not yet being correctly displayed on certain equity brokerage platforms, due to issues with their underlying data providers. We’re actively engaging with them to resolve this, and I appreciate the support from the community mid-week in helping bring attention to it. It was also great to see @AdamBLiv using @Croesus_BTC’s P/BYD metric to discuss a valuation framework for Strategy and @Toffeebdm exploring sats per $1,000. This kind of analysis is exactly what helps the space mature and become better understood. Weekly activity Monday - it was great to announce £1.5m of proceeds from our subscription agreement, the largest since 15 January (£1.7m). Jesse also spoke on @roxom - many thanks to Roxom for their continued support. Tuesday and Wednesday was a busy 48-hour period, with of back-to-back calls with various stakeholders as we progressed several ongoing projects. Thursday - we announced our Block Admission Application. This is a standard administrative process relating to how shares are issued when pre-IPO warrants are exercised and does not impact the fully diluted share count (available on our website). As a reminder, there are approximately 54m warrants outstanding, with around 27m held by myself, my wife, and directors/employees of the company. The exercise window runs from 24 April 2026 to 24 April 2028, and all warrant holders have been notified of the process. As already stated, we will provide updates at set intervals on the number exercised, ensuring full transparency. We also released our one-year anniversary t-shirt. We had a lot of fun designing it and thank you to @aw_smarterwebuk for the work on this. Our view remains that there is sophistication in simplicity, and we wanted this to come through in this limited-edition piece of merch, which I’m pleased to say has been well received. Finally, @the_desert_ape and I caught up with @BTCBULLRIDER, a long-time supporter. It was our first conversation in many months and came at a good time. As always, he asked thoughtful questions, and I’m looking forward to our next chat. On Friday we added 44 Bitcoin, taking our total Bitcoin treasury to 2,750 and the quarterly Bitcoin yield to 11.84%. We also announced an update to our Bitcoin Treasury Policy to allow the use of our strategic credit facility with Coinbase to fund Bitcoin purchases over time. It’s important that shareholders understand the rationale behind this decision. The facility allows us to increase leverage in a responsible manner with an attractive cost of capital. This is particularly important when you consider our long-term view on Bitcoin. We expect Bitcoin to annualise at c.29% CAGR over time and therefore see selective use of leverage at this stage of the cycle as an effective way to accelerate accumulation and hopefully help support a sustained mNAV premium. The purchase was funded in part through that facility. With Bitcoin still ~40% below its October highs and our leverage previously at ~6.4%, we believe this represents a measured and disciplined approach. More broadly, we see measured leverage (or “amplification”), when used responsibly, as an important component of a modern Bitcoin treasury strategy - one that we expect to become increasingly common across the industry, with levels actively managed through the cycle. Following this purchase, total drawings under the facility are £12m, with leverage at ~8.1%. The facility is secured against our Bitcoin holdings and has no fixed maturity, giving us full flexibility over repayment timing. For full transparency, we have decided to disclose the current variable interest rate we are paying, which is between 6.75% and 7.25%. We believe this represents a considered and responsible approach, forming part of our ongoing capital structure optimisation strategy. We were also encouraged by the supportive and constructive feedback from shareholders. Finally, we released a short 30-second film highlighting some of our key moments from the past year, which I enjoyed filming mid-week with Alex and @jonwbird. It felt like a fitting way to reflect on how far we’ve come. I ended the week travelling to Stroud with Jamie and Jon for @HenryBTCchef’s “Feast + Bitcoin” event to mark our one-year anniversary. It was a fantastic evening with great food and a real pleasure to meet so many of our shareholders. Online interaction is good, but nothing beats meeting in person and hearing people’s stories and hopes for Smarter Web. Shout out to: @andysmith_asap @johnsthor1 @JohnCoo70815409 @80IQConviction @HenryBTCchef @doublediamond65 @Toffeebdm @matthewkerridge @Michaeljdobbin @Boutiquecapital @mattoshi21 @TuftyRaul @BitcoinPlebUK @Morpheus_DX @BitcoinCartoon_ @bitcoin_philos @jay_dee_ex @CloughsStuff @InvestorSmarter @DrBitcoinM50862 @the_desert_ape @PlutusSaysHodl @ZynxBTC @wildgoosejon @SmarterBuildBTC @ourgoodlifeuk @AFCB12 @Britcoiner62 @SophieSatoshi @levyuk @butler_np @Raj_Devsi @Frank54703905 @SmarterBuildBTC @DivBy21 @BitcoinBee21 and @smarter_dash. Looking ahead, our focus remains clear - to build Smarter Web into one of the leading companies in the UK over the course of a ten-year plan. The past 12 months have been about laying the right foundations, and I’m proud of what we’ve achieved together as both a company and an investor community. My conviction in Bitcoin, in what we’re building, and in the opportunity ahead is absolute. If we continue to execute with discipline and patience, I believe we have a clear path to becoming a FTSE 250 company and, in time, a FTSE 100 company. Before I sign off, I’d like to thank my family for their continued support and patience while the Company takes up so much of my time. Jo, Josh and Jess - I’m incredibly grateful for your understanding. I would like to thank our growing team of amazing people working together to grow The Smarter Web Company. And I want to say thank you to all our shareholders for your continued support. The best is yet to come. LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8
Andrew Webley@asjwebley

It is remarkable how quickly sentiment can shift. When I wrote my weekly update three weeks ago, at quarter end, I reflected on what had been a particularly difficult period following an already extended phase of weakness. Fast forward to today and the backdrop looks very different. The S&P 500 and Nasdaq have both reached new all-time highs, Bitcoin has rallied over 20% since the start of the conflict, and markets appear to be pricing in a more constructive geopolitical outlook and improved risk appetite. At the time of writing, Bitcoin is trading around $77,100 and, more importantly, has broken through a key resistance level. As I mentioned in an X post of Thursday, it feels increasingly likely that Bitcoin has seen the worst of the recent correction - it’s still too early to say we’re fully out the woods but I remain optimistic. The news that Goldman Sachs plans to launch its first Bitcoin ETF product was another sign of ongoing institutional support. London trip I am based in Bristol but visit London, for work, several times a month. It is one of the greatest cities in the world and regardless of your views on the UK, it remains one of the world’s leading financial centres. I spent two days in London this week with @the_desert_ape meeting a range of investors and stakeholders, all of whom play an important role in our continued growth. As with any business, relationships matter and it’s critical that we continue to spend time face-to-face, ensuring our strategy is well understood while also listening carefully to feedback. As always, much of the detail from these discussions is confidential but a few key takeaways I can share are: 1. The UK macro backdrop remains challenging. We spoke with several very smart market participants who discussed the current monetary, fiscal and social issues we’re facing. Whilst I acknowledge that Bitcoin cannot solve all these problems, it’s a reminder of the work we need to do to raise awareness and how it can be part of the solution. 2. There is still work to be done in explaining the Bitcoin treasury model. This is something that I have commented on repeatedly, and although interest is growing, it will remain a key focus area as the sector continues to evolve. 3. The TD Cowen research initiation was very well received. Having a large investment bank take the time to publish research on the sector and feature our company adds meaningful credibility. 4. Our community continues to be a key strength. Maintaining and growing that base of liquidity is critical - retail drives awareness, while institutions bring depth and scale. Industry development Across our recent meetings, a consistent theme has been that Bitcoin treasury companies are still viewed as a new asset class / sector, with a significant amount of education still to be done - an exciting dynamic that presents a clear opportunity. Against that backdrop, I’ve been thinking a lot about the data and analytics available to both institutional and retail participants when trying to understand the sector. At present, there is a notable degree of fragmentation and inconsistency in the data, which can impact transparency and the ability to draw accurate conclusions. Many of you will know that we’ve spent considerable time developing our own analytics page, with a focus on accuracy and clarity. Our ambition is to help set the standard for how the sector is understood and analysed. As part of this, we are keen to work closely with leading data and dashboard providers to improve consistency and transparency across the sector. Given my background, this is an area I’m particularly passionate about, and one where we believe Smarter Web can play a meaningful role as the industry continues to evolve. Weekly activity On Monday, I spent much of the day pushing a variety of projects forward ahead of a busy few days in London. We had a particularly constructive call with a large, well-known name in the Bitcoin space, who we hope to confirm soon as a main sponsor for the VIP dinner at our conference. It was also valuable to hear their perspective on the sector and explore potential areas of collaboration. On Tuesday, we announced the purchase of 11 Bitcoin, taking our quarterly yield to 11.38%. Our core objective remains consistent - to increase the Bitcoin exposure per share over the long term. You now require 131,944 shares in SWC to represent one Bitcoin. On Wednesday, I caught the early train into London to begin two days of meetings. These trips are always intense, but highly valuable. That evening, we had a great Korean BBQ with a key partner, spending a couple of hours discussing Bitcoin, the broader sector and Smarter Web. Thursday was another full day of meetings across the City and West End before heading back to Bristol. We also announced a raffle for 21 tickets to our conference to celebrate our one-year anniversary and I’ve been encouraged by the level of engagement. I’m very proud of the line-up, and this week we’ve secured additional speakers and sponsors (to be announced shortly) who recognise the value of coming together to help move the industry forward. On Friday, it was good to be back at the desk catching up. @Croesus_BTC, @the_desert_ape and I spent time in a detailed debrief and strategy session, working through the week’s meetings, key takeaways, feedback and ideas. Creating the space to properly digest this is important - not just to reflect, but to assess some of the key next steps and how we prioritise these as a team. It was satisfying to close the week as the best-performing stock in the FTSE All-Share on Friday, up +17.8% on the day (~+18% for the week), and importantly, at 1.01x mNAV based on our analytics page at market close on Friday. Closing thoughts I often say we’re busy, but this is a particularly intense period. The team is working across multiple initiatives that we believe will create meaningful and varied forms of value for shareholders. Alongside this, I try to check our community page on X frequently, and it was great to see us move above the 4,500-member mark. Not everyone may be aware it exists, but it’s an important space where people can come together to discuss, learn and engage with the sector. As mentioned earlier, our community remains a key differentiator, something that came through clearly in several meetings this week. There’s been a noticeable increase in both energy and participation, and I want to recognise and thank everyone contributing to that. As always a shout out to: @andysmith_asap @johnsthor1 @JohnCoo70815409 @80IQConviction @HenryBTCchef @doublediamond65 @Toffeebdm @matthewkerridge @Michaeljdobbin @Boutiquecapital @mattoshi21 @TuftyRaul @BitcoinPlebUK @Morpheus_DX @BitcoinCartoon_ @bitcoin_philos @jay_dee_ex @CloughsStuff @InvestorSmarter @DrBitcoinM50862 @the_desert_ape @PlutusSaysHodl @ZynxBTC @wildgoosejon @SmarterBuildBTC @ourgoodlifeuk @AFCB12 @Britcoiner62 @SophieSatoshi @levyuk @butler_np @Raj_Devsi @Frank54703905 @SmarterBuildBTC @DivBy21 @BitcoinBee21 and @smarter_dash. Looking ahead, next Friday @the_desert_ape and I will be in Stroud attending @HenryBTCchef’s “Feast + Bitcoin” event to mark our one-year anniversary. I’m looking forward to seeing many of you and sharing our latest thinking as we continue to build Smarter Web into one of the UK’s leading companies. Thank you for your support and I wish you all a great weekend. LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8

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Chief OG
Chief OG@andysmith_asap·
@LunioRoy I can’t work out if that’s a buy or a sell 🤔 monster value
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Roy L
Roy L@LunioRoy·
Looks like another later reported buy trade! Therefore, 2.9 million shares traded today. Happy 1st Birthday SWC. We start again on Monday and those lucky enough to be dining tonight have a great time 👊
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Roy L
Roy L@LunioRoy·
@andysmith_asap We are looking good. I got a feeling the ATM run at a lower level last week! Once all the ATM shares have been sold what happens then? Do we issue more shares?
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Chief OG
Chief OG@andysmith_asap·
@LunioRoy 1.05 mNAV just happens to be exactly 40p today now currently 39.80p its not the official line its where I think it will run, once sentiment returns I expect this to expand
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Chief OG
Chief OG@andysmith_asap·
ATM runs at exactly 40p Current Bid 38p - Ask 39.5p
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Jamie Knowles
Jamie Knowles@the_desert_ape·
GM All. A Bitcoin purchase RNS feels like a fitting way to mark our one-year anniversary. This morning we've announced the purchase of 44 BTC, taking our total to 2,750 and QTD Bitcoin yield to 11.84%. Alongside this, we’ve updated our Bitcoin Treasury Policy to allow the use of our strategic credit facility with Coinbase to fund Bitcoin purchases over time. The facility allows us to continue increasing our leverage in a responsible manner, against a backdrop of favourable conditions for taking on additional debt supported by a competitive loan structure. The purchase was funded in part through that facility. With Bitcoin still ~40% below its October highs and our leverage previously at ~6.4%, we believe selective use of leverage at this stage of the cycle is an effective way to accelerate accumulation and support a sustained mNAV premium. More broadly, we see measured leverage (or “amplification”), when used responsibly, as an important component of a modern Bitcoin treasury strategy - one that we expect to become increasingly common across the industry, with levels actively managed through the cycle. Following this purchase, total drawings under the facility are £12.0m, with leverage at ~8.1%. The facility is secured against our Bitcoin holdings and has no fixed maturity, giving us full flexibility over repayment timing. For full transparency, we have decided to disclose the current variable interest rate we are paying, which is between 6.75% and 7.25%. We believe this reflects a disciplined, responsible approach and is part of our ongoing capital structure optimisation strategy. LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8 x.com/smarterwebuk/s…
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Andrew Webley
Andrew Webley@asjwebley·
Tomorrow is our one-year anniversary of being a public company (The Smarter Web Company listed on 25 April 2025, and tomorrow is the nearest trading day). Within a very short space of time @BitcoinBee21 created the Webley Tracker and it is one of my favourite community websites today. Recently we also worked with @StrategyTracker to ensure that our Bitcoin analytics data was represented accurately on their platform. Others like @BitcoinPowerLaw and @BTCtreasuries have amazing data that is making the Bitcoin treasury sector easier for investors to evaluate. I am looking forward to the future for The Smarter Web Company. And hopefully adding many more orange dots. LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8
Andrew Webley tweet mediaAndrew Webley tweet media
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Roy L
Roy L@LunioRoy·
@LouisHassan6 The ATM shares are new but they will be sold at around 1.05 MNav so they will be accretive to the share holders!
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Roy L
Roy L@LunioRoy·
@LouisHassan6 I don’t think they are new shares. These shares are already accounted for. They just need to send out a RNS as a formality as they are due at the end of the month!
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Louis Hassan
Louis Hassan@LouisHassan6·
Question, Surely issuing new shares dilutes the current shares and what they’re worth ?
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Roy L
Roy L@LunioRoy·
I’ll be keeping a eye on the share price throughout the 3pm space with Andrew and Jamie. I don’t think the only thing rising will be smiles 😁👊
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Jamie Knowles@the_desert_ape·
Call for action: Need ground troops to mobilize. Need your help Smarters. SWC LN was the #5 top riser in the FTSE All-Share today (+6.1%). However, this is still not being correctly reflected on certain platforms (e.g. @ii_couk, @Investcentre / AJ Bell, Fidelity), which source data from @MorningstarInc . The key issues are: 1. SWC LN is not consistently listed as a constituent of the FTSE All-Share and/or FTSE Small Cap. 2. Price performance is not being captured in top risers/fallers lists. We’ve been trying to resolve this for several days but it's still not resolved - any support in escalating this would be greatly appreciated. Please can you email the below email to support.uk@morningstar.com so they hear us. ---------------------------------------------------------- Subject: Urgent: SWC LN Data Representation – FTSE Constituency & Performance Hi Morningstar Team, I’m writing regarding the data representation of The Smarter Web Company (SWC LN, listed on the LSE), which still does not appear to be correctly reflected across a number of platforms that rely on Morningstar data. For example, SWC LN was the #5 top riser in the FTSE All-Share on 22 April (+6.1%), however this is not being captured on platforms such as Interactive Investor, AJ Bell and Fidelity. The key issues appear to be: 1. SWC LN not consistently listed as a constituent of the FTSE All-Share and FTSE Small Cap indices 2. Performance not being reflected in “top risers/fallers” lists For clarity, SWC LN is a constituent of both indices following our admission earlier this year. It is important for both our shareholders and broader market transparency that this information is accurately reflected. We would greatly appreciate your assistance in investigating and resolving this as soon as possible. Please let me know if any further information is required from our side. Kind regards,
Jamie Knowles tweet media
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Roy L
Roy L@LunioRoy·
Today at the moment we have 130 “Buy” trades and 16 “Sell” trades. Something is definitely cooking at SWC HQ!!!!!
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