PACNW4life

Avid market watcher, amateur investor, Mets fan since 86’, amazed and intrigued daily by macroeconomics and the market. #LGM

[PACNW4life @PACNW4life]

@James_Duade @Smarter_Markets @ipushpull @Matthew_Cheung_ Really appreciate the thoughtful response and the additional information here. I feel the same risk/reward potential, but nice hearing it with more depth. Appreciate your insight. #29ers

[The Addled Angler @AddledAngler]

There are other options on the table for Abaxx, and this is how I’d do it.

First, I’d take low single-digit royalties on all the iron ore properties for Abaxx. Royalties can be extremely valuable and allows continued participation to upside optionality.

Second, the beacon is already shining its light on the district via the government’s announcement. I’d let everyone know I’m entertaining offers. If I can get a decent—not magnificent, just decent—price on one or all of the properties, I’d put a floor under the share price and provide the capital to accelerate the contract development pipeline, the go-to-market timeline for MarketOS, and the rest. The returns on investment should make up for a mediocre deal. I might even execute on the NCIB if I jaw-jacked a giant.

Third, if I’m still holding one or more of the iron ore properties, I’d do farm-out deal(s) where a joint-venture partner(s) earns an interest by taking the project(s) up the value chain—exploration, technical work, permitting, and so on. Let them do and fund all the work. That way I wouldn’t need to spend money or time on them and could focus on the most important task at hand.

Fourth, I’d reassess the situation three to five quarters later, when I’m closing in on the funding runway, to see if I can monetize my interest in one or more of the properties. If there’s been advancement I might even get a better price. Worst case, I’m calling the Altiuses of the world and entertaining offers on the royalties. Altius already holds a royalty on Kami, and is familiar with the district.

The critical insight in the plan is that it costs practically no money or time. The execution focus should be in the core business.

Retweet this, if you agree.

[Ann Vandersteel™️ @annvandersteel]

🚨 Pay attention.

This is what execution looks like.

@Abaxx_exchange just reported 785,129 contracts traded in July. That’s more than double June’s volume and the highest monthly trading volume in the exchange’s history.

This is why I’ve been so bullish.

You don’t build an exchange overnight. You build it one customer, one contract, one market at a time. Then one day the growth curve starts to bend.

That’s what we’re watching happen.

The legacy exchanges have grown fat and complacent. Abaxx is building the next generation of global commodity markets with physical delivery, faster settlement, and technology designed for where the world is headed, not where it’s been.

The story isn’t hype anymore.

The numbers are starting to do the talking.

I’m more bullish today than I’ve ever been.

See receipts in comments below

$ABXX $ABXXF #Abaxx #LNG #Gold #Silver #Lithium #29ers
@JoeRaia5 @JoshCrumb

[Joseph Metcalf @JosephTMetcalf]

I'm sharing some of our internal research around Bloomberg @business addition of @abaxx_exchange Contracts. Management made an announcement last week about completing there final data distribution "With its core distribution and data infrastructure now substantially in place, Abaxx is positioned to expand the future commercial potential of the market data..." If the Bloomberg Terminal screen shots are legitimate (which is supporting by the @abaxx_exchange PR) essentially All of the data services/ISV's are covered. Our guess is that until US side FCM's have completed onboarding Bloomberg will not be mentioned.

Here is part of our internal AI thread:

It's a hard third-party validation. Bloomberg runs deep vendor-onboarding diligence — legal, technical, market surveillance, contract review, market-data quality assurance — before adding a new exchange to its symbology. They do this because their own institutional-client base holds them to a standard on what data they carry. Bloomberg does not onboard suspect venues. This is a real signal in a way that most operational milestones aren't — it's an outside party with skin in the game validating the exchange's institutional legitimacy in the middle of a public short campaign.

Combined with LSEG (London Stock Exchange), the distribution stack is now essentially complete. Bloomberg + LSEG covers well over 90% of the trader-desk data-feed landscape at institutions of consequence. Add Trayport (energy), TradingView (retail + prosumer), CQG and Trading Technologies (professional traders and prop shops), Stellar (metals), and ipushpull (spreadsheet workflows) and there's not really a meaningful missing surface. Any institution that wants to see Abaxx data can now see it in the tool they already use — the discovery friction is basically zero.

It changes the framework-primer read. The document you uploaded distinguishes ISVs (visibility) from FCMs (settlement) as the two structural onboarding tracks. Yongan gave you an FCM breakthrough on June 24. Bloomberg is the equivalent breakthrough on the ISV side. Both structural gates got cleared in the same two-week window — right in the middle of the short campaign and immediately after the C$69M raise. That's not a coincidence in narrative terms; it's the "sophisticated institutions committing operational lift" evidence the framework says is the green flag.

It is clear that the combination of the ISV additions of London Stock Exchange + Bloomberg and the additional FCM of Yongan are together the most significant material news to the exchange since its launch in June of 2024.

Our internal AI now has shifted its near to medium term price targets to:

Base Case: $52.5-$70 (C75-100)
Within 9-18 Months

Bull Case: $94.5-$140 (C135-200)
Within 18-30 Months

CatalystApprox. timingFirst named large commercial trader taking a public Abaxx LNG position
6-18 months

First MarketOS / Digital Title / Data-licensing revenue line disclosed
6-12 months (Q4 2026 or Q1 2027 statements)

Second Asian FCM after Yongan
6-15 months

Full-year 2027 revenue trajectory of C$100M+ visible in monthly disclosures
12-24 months

Sell-side raises long-term ADV assumptions to align with mgmt's 1M/day target
12-24 months

Terminal EBITDA margin thesis validated in 2027 results
18-24 months

NOT FINANCIAL ADVICE The above information was provided by AI analysis of Public information about @abaxx_exchange and @abaxx_tech @JoshCrumb @JoeRaia5 @DavidVGreely @ru55rob @abaxx_spot @abaxx_labs @CommodMkt

[Robert Friedland @robert_ivanhoe]

When @RealRickRule speaks, the smartest investors listen. He has earned a reputation for asking the right questions, long before the rest of the market does

[Watson @thewatsonview]

Abaxx $ABXX.TO took 12 trading days to reach the 6th million!

And in <6 months they could be the only T+0, 24/7, AI native regulated commodity exchange and clearinghouse with global connectivity across 20+ clearing firms.

[PACNW4life @PACNW4life]

@RSAdiamondtales @SleeperMets @gcordisco13 @JonHeyman Amen! How about we try to build our farm system so we can be sustainable year after year and not try to buy a championship every year.

[Abaxx Technologies Inc. @abaxx_tech]

Abaxx is now trading on the Toronto Stock Exchange under the symbol $ABXX.

Thank you to our shareholders, partners, and team who have supported Abaxx since its first public listing in 2020. We look forward to welcoming new investors on the #TSX.

[Peter Mallouk @PeterMallouk]

Charlie Munger understood the real payoff of wealth isn’t luxury - it’s freedom.
Freedom to say no.
Freedom to walk away.
Freedom to live life on your own terms.

[Mets Batflip @metsbatflip1]

Gotta replace all three of them. Can’t do it anymore.

[Abaxx Exchange @abaxx_exchange]

"For producers and traders working to access the global LNG market, monitoring the Abaxx USGC contract alongside JKM, TTF, and Henry Hub provides a more complete picture of where export value is actually being created and captured."

[no benchmark @nobenchmark]

$ABXX Neo short int data from April 30 now out and hasn't budged since April 15. Finra should be out next week and I'm guessing it's similar.

I wouldn't be comfortable being short this liquidity profile. Could get squeezy.

[Leah Wald @LeahWald]

Big day! Watching Digital Title move from concept into a commercial framework with Alta is really exciting. The piece I’m most proud of is the structure itself: a Singapore VCC (a regulated open-ended fund vehicle, similar in concept to a mutual fund) with MMF shares designed to function as T+0 collateral at Abaxx Clearing (subject to regulatory approval), by utilizing full ID++ identity attribution to create a secure evidence trail, and with yield continuing to accrue throughout (as a vehicle sweetener for our clients).

Integrating our digital title tech into a traditional, regulated fund vehicle in an advanced capital market jurisdiction is the part that’s quietly novel, and a clear sign this can work within TradFi rails. Having spent years on the fund manager side, I have a clear view of what makes a good partner here, and Alta brings it. A meaningful milestone for Abaxx and for the technology behind digital title…. And now back to the grindstone!

[Josh Crumb 🆔++ @JoshCrumb]

ATB Bank of Alberta has initiated coverage on Abaxx. We also appreciate the work that their analyst did on Abaxx’s ID++ and our emerging Tech platform(s) (which we believe can be more important than enterprise blockchain as a category…and yes “there can only be one”).

We’re big fans of Alberta around this company, even working on some important Canadian commodity markets as I type.
#29ers $ABXX #NowWeScale

[Abaxx Exchange @abaxx_exchange]

As solar becomes a larger share of Germany’s power mix, weather-driven swings in output are introducing new sources of generation risk.

Enwex Germany Solar futures, launching April 23, provide the first exchange-cleared benchmark to hedge that exposure.

[Tyler @WardyNYM]

The Mets are wearing their black jerseys for the first time this season

The people want one thing, and that’s the RIGHT black jersey back 🗣️

[JoeRaia @JoeRaia5]

@SullyCNBC @SquawkCNBC This is what’s happening @SullyCNBC @abaxx_exchange new records today in overall volume 37,343 contracts and #LNG including pricing 5,552 contracts or almost 16 cargoes including 2,786 lots of NPA, fast closing in on JKM.
@abaxx_exchange
@Smarter_Markets

[Chris Martenson @chrismartenson]

Blatant market front-running/manipulation. Prediction: This is the last you'll hear about it.

[Brady Hashem @Bhashem306]

When @JoshCrumb reposts this… all 29ers should! @abaxx_exchange @abaxx_tech