Share Price or Valuation?
Share Price or Valuation -?despite a company's share price being the most visible metric in public markets, when one looks at private markets, share prices are not only not visible, but in many cases, companies are more focussed on valuations - “but my valuation has gone up". While that makes sense to a certain extent and the industry (and media) gets caught up on valuation marks, what valuations don't reflect is the impact of “share count”, being the number of shares on issue or ABOUT to be issued. We believe we have just entered a period where companies are quickly learning that valuations are less relevant than share price (when assessing returns) as many synthetic structures that were entered into post the 2021 “euphoria" are now starting to unwind - WARNING we are in the midst of a share count explosion !
We have just launched/launching the following:?
Alex Bank?-?An award winning digital challenger Bank with full ADI status/licence. A highly scalable and profitable model, with a loan book currently of ~$63m and a deposit book of ~$61m. They are looking to raise ~$30m (of which $24m has been signed or verbally committed) in Tier 1 capital to grow their loan book to ~$170m and achieve profitability, which then puts them on a pathway to list on the ASX.
Lumitron Technology?-?the company has extended its current raise.?An X-ray technology company initially developed by the Lawrence Livermore National Laboratory in the US that uses a high energy laser source to achieve 1000 times the resolution of a traditional X-ray at 100 times less radiation, at similar price point. Revolutionary applications in health (eg. flash radiotherapy, medical imaging), materials, manufacturing, and security. Strong pipeline of customer demand.
SocialProtect.World?-?An AI assisted platform allowing individual users to be empowered to take back control of their safety online, where users can link their social media accounts and the app provides 24hr autonomous surveillance of the comments section of anything our user posts. If it identifies abuse (defined in categories of Offensive, Sexual, Racist, Spam and Scams), it deletes the comment less than a second after it’s made, protecting the user and their networks. The platform can screen abusive terms in 100 languages, as well as images and GIFs, and users can input their own keywords/phrases in any language. Deleted comments are sent to a Quarantine Zone where they can be kept for evidentiary reasons if the abuse is criminal, or to support further investigation etc, but they are not publicly visible.?
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In addition there is a built-in Education Hub knowing that they couldn’t protect everyone in every scenario. Built on a full learning management system, the Hub contains awareness sheets, instructional courses and tips for online safety and privacy. Content can be added easily and corporate partners can add their own content to make it available for their organisation. They have added an AI-powered chatbot to allow users to ask questions and receive an immediate answer from our trusted content library. For example, they are seeing a spike in users asking, ‘I’m being blackmailed due to an image, what can I do?’. While the situation is sad, it’s so powerful to give the user reliable, trusted advice when they may feel too scared or isolated to talk to someone else, especially with the surge in sextortion cases.?
Having received very strong support from leading global sporting teams and celebrities, the company is embarking on its first public raise to scale.