Conifer CM

Value Investor

[Conifer CM @Conifer_CM]

#SWC $TSWCF

Never has the tweet below been so pertinent.

The cult are now resorting to desperate measures, basically begging influencers to join the cult and assist with the pumping of the share.

The company simply isn’t attracting institutional money.

Flywheel is dead.

[Conifer CM @Conifer_CM]

#SWC $TSWCF

❌ WRAP Offer - Obsolete
❌Bookbuilds - Diminishing
❌Subscriptions - Sinking
❌ ATM - Barely functioning
❌Cash Pile - £700k; on fumes.

✅ Shareholder base making AI photos of Webley in medieval body armour.

“They are doing ok”

[Conifer CM @Conifer_CM]

#SWC $TSWCF

The cult needs spreadsheet interpretation training.

£3m is the two week cumulative total, not the amount raised in one day.

That’s the level these guys are at generally.

[Chief OG @andysmith_asap]

I know we have had a rough couple of weeks on share price so the ATM hasn’t run to its full potential.

We had low volume of shares traded yesterday and still raised 3/4 Million pounds in one day, when the tide turns we are going to be double OK

When we start getting consistent green days, volume returns and share price appreciation we will consistently generate £10m - £20 million a day from the ATM before the year is out

I’m so fucking bullish on @asjwebley @Croesus_BTC @smarterwebuk

🚂🇬🇧🇬🇧 LFG!

[Conifer CM @Conifer_CM]

#SWC $TSWCF

Probably fitting that the cult leader signalled the start of the recent collapse when he advised X readers to pile their ISA in to SWC at £2.00+

At times a vicious poster who has incredible bias to his own positions, yet try’s to portray a balanced view

Caution ⛔️

[Conifer CM @Conifer_CM]

#SWC $TSWCF

We did say…

An approach towards 1.0x mNav seems all but certain.

Institutional money has chosen a different entity within the UK, regardless of what the 4,000 cult members say.

[Conifer CM @Conifer_CM]

#SWC $TSWCF

❌ WRAP Offer - Obsolete
❌Bookbuilds - Diminishing
❌Subscriptions - Sinking
❌ ATM - Barely functioning
❌Cash Pile - £700k; on fumes.

✅ Shareholder base making AI photos of Webley in medieval body armour.

“They are doing ok”

[Conifer CM @Conifer_CM]

Or it could just be that it is becoming clear that #SWC are struggling to source institutional investment.

Another UK bitcoin treasury has sourced 9 figures of institutional money.

The sector is not naive to SWC’s secondary position in the space.

[Conifer CM @Conifer_CM]

I suspect the entire UK bitcoin treasury space would pay good money to see Webley try and kick a football.

Can we make it happen, live on a spaces?

#SWC #COIN #V3TC #HAMA #BTC #SATS

[Conifer CM @Conifer_CM]

#SWC $TSWCF

The UK government need to focus on @NonnaBooby.

If deleting old emails saves water, then his dedication to try and make Webley look intimidating has probably drained a few reservoirs across the UK.

Datacentres must rattle and smoke with every request from Craig

[Conifer CM @Conifer_CM]

#SWC $TSWCF

As noted by some shareholders discussing on X last week, there are now deliberate sells going in at close to try and lower the bid, to aid the functioning of the ATM the following day

Clearly executed today, managing to lower to 195p at 16:29:50

❌Desperate times!

[Conifer CM @Conifer_CM]

#SWC $TSWCF

❌ WRAP Offer - Obsolete
❌Bookbuilds - Diminishing
❌Subscriptions - Sinking
❌ ATM - Barely functioning
❌Cash Pile - £700k; on fumes.

✅ Shareholder base making AI photos of Webley in medieval body armour.

“They are doing ok”

[Conifer CM @Conifer_CM]

#SWC $TSWCF

❌ WRAP Offer - Obsolete
❌Bookbuilds - Diminishing
❌Subscriptions - Sinking
❌ ATM - Barely functioning
❌Cash Pile - £700k; on fumes.

✅ Shareholder base making AI photos of Webley in medieval body armour.

“They are doing ok”

[Conifer CM @Conifer_CM]

Hey ChatGPT, show me the football equivalent of the rattled bitcoin treasury cult leader crashing out & coming to the abrupt realisation that his dreams are crumbling because of bigger players entering a space with ruthless execution

ChatGPT: https://t.co/ttZy7vw9ti

#SATS #SWC

[Zynx @ZynxBTC]

Hey @HenryElderBTC and @1MarkMoss you slimy piece of shits.

Stop talking shit about Smarter Web 🇬🇧.

You fuckers shat on Satsuma shareholders by giving PIPE investors a £0.01 buy in and the share price was trading as high as £0.14.

Now it's trading at £0.03 and will continue to fall as your insiders dump on retail.

I hope this trends to <1 mNAV.

You keep trying to act as if SWC have only done well with retail, when they just closed a Bitcoin Convertible Bond with $2bn AuM TOBAM and have other Institutional Investors on board.

Hey Mark Moss you stupid fuck, read properly about the Smarter Convert before you start publicly talking shit about it. It's intelligent leverage with zero risk to the company.

Sly, dishonest and charlatan behaviour.

You're not Bitcoiners, you're shitcoiners. Just dig into Henry Elder's previous work history.

You may be UK-listed, but you're not a British company and your Bitcoin Treasury is run from a Singaporean subsidiary.

You clearly see the UK as an opportunity and a lick but I hope us Brits can use our collective power to push Smarter Web to the top and that you are rejected by the City.

We've barely started and we already have these slimy American venture capitalists acting like vultures.

Look, I don't mind competition and I'm a capitalist, but I'm tired of these chancers trying to infiltrate my country.

The best thing about this global Bitcoin treasury race is that we have local companies that are championed by local people who have an understanding of their country and their capital markets.

Brits 🇬🇧 are with Smarter Web.

We want Andrew, a British man, with a connection to the country, to be the leader of the British Bitcoin Corporate voice in the room with the politicians and regulators, not some charlatans from the US who don't give a fuck about anything except their pockets.

Worst thing about all of this is that UTXO seeded this shit yet are supposed backers of Smarter Web lol.

[Conifer CM @Conifer_CM]

#SWC $TSWCF

Reverse flywheel in huge effect once again.

The last three subscriptions have gone from £40m to £17.5m to £8.1m.

Major, major, major slowdown.

Wait for the cult to state how amazing this is, it isn’t ⛔️

https://t.co/t2dQIQt2dN

[Conifer CM @Conifer_CM]

#SWC $SWC.L

Be aware of accounts like below

Heavily invested creates a massive asymmetry between truth and blind hope

£10 by the end of the July was the prediction. The share needed nearly another 400% to hit that in July

Lots more blind hope posted in recent days

Beware ⛔️

[Zynx @ZynxBTC]

Past couple days there were a few people writing the obituary for SWC.

Calling it a bubble, a pump and dump etc. I have got the receipts.

We're going to raise a lot more than £30mil, and it's going to be glorious.

£10 SWC by end of July. Bookmark it.

[Conifer CM @Conifer_CM]

#SWC $TSWCF

❌ No ATM, No Volume, No cash left.

Today could be the last time SWC is above 200p, ever.

[Conifer CM @Conifer_CM]

I mean we knew the #SWC crowd were low IQ already, but it seems we underestimated.

After 3 months they have realised their RNS’ are on LSE.

‘Zynx’ telling people this means a FTSE 250 inclusion.

Screenshot below shows a standard RNS from April on there.

Scary levels of daft!

[SWC-Wiki @SWC_Wiki]

Not your usual RNS

[Conifer CM @Conifer_CM]

#SWC

The big holders consistently know news is incoming before it arrives. 🚩

This all but confirms the theory that big holders will be selling in order to fund the next book build which they get told of in advance.

£500k cash left.

Next raise incoming, sub-290p?

Tick tock

[Chief OG @andysmith_asap]

Get ready for 7am boys and girls. This will be the fastest purchase of Bitcoin from receiving Money @smarterwebuk has ever done. @asjwebley is going turbo. I wish I could pin my own tweets Ffs. Will we over take $ALTBG?

🚂🇬🇧🇬🇧 LFG!

[Conifer CM @Conifer_CM]

#SWC $TSWCF

Reverse flywheel in full flow today.

The next raise almost certainly to be lower than the last at 290p.

150p a likely next level.

Expect it to trade closer to 1.0x mNav when reliant on UK capital markets.

[Conifer CM @Conifer_CM]

#SWC $TSWCF

So now the big holders who recycle their capital in to each and every fundraise have to now get out, to provide said capital.

Tricky spot for the reverse flywheel now.

ATM is not functioning again today.

A 150p raise next would likely be a success.

[Conifer CM @Conifer_CM]

#SWC $TSWCF

So now the big holders who recycle their capital in to each and every fundraise have to now get out, to provide said capital.

Tricky spot for the reverse flywheel now.

ATM is not functioning again today.

A 150p raise next would likely be a success.

[Conifer CM @Conifer_CM]

#SWC

The key point within the tweet below is the flywheel

The flywheel was the most lauded aspect of $TSWCF in it’s infancy, as it is now the flywheel is spinning in reverse at very high speed

We fail to see how SWC stays above 1.0x mNav in the coming months

100p target 📉

[L2 Dealer @DealerL2]

#SATS $SATS $SATS.L

✅ Powerful US capital pool via ParaFi Capital
✅ 9 figure funding prowess
✅ Potential for institutional involvement from day one
✅ Preference shares?

#SWC $TSWCF

❌ Malfunctioning ATM
❌ Reliant on small scale ABBs
❌ Aggressive reverse flywheel

⚖️

[Conifer CM @Conifer_CM]

@runningprofits Ok, great, thanks for the additional information.