
Watson
419 posts

Watson
@thewatsonview
finding the hidden gems. For Research Reports on Minehub ( $MHUB ) and Abaxx ( $ABXX ) see @theSherlockView



For a ballpark DCF analysis on the valuation of Abaxx's recently listed silver futures contract (list this past Friday) I had a conversation with GROK (see below). Based on my prompt parameters GROK came up with a DCF of $436.7M USD. x.com/i/grok/share/3… The parameters I used were that Abaxx would have the following market capture of the physical market per year: 2026: 2% 2027: 10% 2028: 25% 2029: 40% 2030: 50% 2031-2040: 50% 2041: 50% (termination year for DCF purposes) I assumed that the physical market was 1.2 Billion troy ounces, and would grow at a CAGR of 3% per year. Abaxx's contract is 1,000 troy ounces. Contract fees were set at $2.50 USD and not inflated. A termination Price to Sales multiple of 11x was used based off of the 2041 figures. Profit margin was set at 50%, and discount rate was set at 10%. As is typical for futures, it was assumed that contract churn was 50x physical. That said it is not uncommon for silver to be 100-300x physical. For good measure, I manually re-created these assumptions in Excel just to double check GROK, and came out with essentially the same figure (my DCF was $435.5M USD FWIW--see images below). In short, the DCF for Silver adds about $10 USD per share to the NPV model...that said, it's worth noting that there is a lot of potential for further value when you consider the potential synergies with Silver SPOT markets and Silver Digital Title. Food for thought on this long weekend!













First non-block silver trade! Congrats again @abaxx_exchange! $ABXX $ABXXF @abaxx_tech @abaxx_spot @abaxx_labs #29ers







Sometimes I really hate going through my watchlist $ABXX

@James_Duade @MineHub_Tech TheRoths are still buying heavily too..vote for confidence.. $mhub

“The decision by Schupan to expand Jules into their domestic materials trading flows is a powerful testimony to the product's quality and its ability to deliver value across different market segments. Having seen the platform's success in their international business, Schupan is now leveraging Jules to accelerate their domestic operations, proving our ability to improve visibility and execution across transactions for a broader range of stakeholders” – Andrea Aranguren, President and CEO of MineHub. Read the full news release: f.mtr.cool/lyjpwouljr $MHUB $MHUB.V $MHUBF #MineHub #NewsRelease #SupplyChain #Blockchain #Technology













Historically Hong Kong is a hub for silver bars and when the basis risk widens (the arb) then Asian bullion traders would have to offload into New York which costs!! Now when that arb opens they have @abaxx_exchange silver futures for convenience and cost efficiency. We love a game changer 😎 @abaxx_tech


Mining companies are generating the highest margins across any sector

That is the goal one day. Build the networks like a tech company, not a 2000s style industrial financial service with insider-rings outward. …We will start with a solid core, B2B and commercial risk managment, not retail speculation trying to move into the core (re coinbase or robinhood etc), but that is the end state, markets for everything. The Abaxx. DID-based internet and limit orders for everything (uber for real things at B2B level, the price for everything [thin]app)



Abaxx Silver Contracts will be listed for trading on Abaxx Exchange starting on Friday, May 22nd...Huge news! Will we see some re-rates from analysts who now have to incorporate silver into their Abaxx DCF models? abexcws.directus.app/assets/53af09e…

