Marti's leadership shared how they think about the size of the opportunity. They put the Turkish ride-hailing market at close to 3.9 million rides a day eventually, against the fraction of that Marti handles now, and said they see room to increase revenue per ride, since ride-hailing companies elsewhere typically earn more per trip than Marti does today.
Expectations and targets are not necessarily indicative of future attainment.
RetailVolts is compensated by @martiteknoloji Technologies, Inc. (MRT). Not investment advice.
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Greenland Energy (Nasdaq: GLND) is two days from its Oct 6 deadline to firm up the 80 Mile offer. If it goes through, one Nasdaq company holds the whole Jameson Land Basin plus 80 Mile's critical minerals in the west.
Checkout pending.
@GL_Energy_Co@larryswets
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Week 3 of the SenesTech (Nasdaq: SNES) program: evidence.
Swampscott, 43% in six months. Dalhart, Texas, about 80%. The margin climb to 73.6%. The cash versus market cap gap. Laptop Travel clips.
Next week: Dr. Christianson interview, the first GateWatch sentiment report, and the customer map.
@SenesTech
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The lock-up, explained. Shares issued to OpenWorld holders are restricted, about 76% of shares outstanding. Release schedule: 10% at closing, then 25%, 40%, 60%, 80% and 100% cumulative at days 60, 90, 120, 150 and 180. Day 60 is November 29.
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Cap table after the merger, per the 8-K: OpenWorld securityholders received 11,621,124 shares plus options on 2,096,093 more, about 85.48% fully diluted. Legacy VerifyMe holders kept 1,425,154 shares plus convertible interests, about 10%. Maxim Partners, the financial advisor, received 361,082 shares, 2.25%.
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No water, no crops. Farm districts are exactly who Rain Enhancement built the lease model for, so that water enhancement gets paid for the way irrigation does.
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Marti’s ride-hailing drivers average 4.8 out of 5 stars from riders. Every driver passes a formal background check before being accepted onto the service.
RetailVolts is compensated by Marti Technologies, Inc. (MRT). Not investment advice. @martiteknoloji
Somebody already spent $275 million (today's dollars) on Jameson Land. ARCO and ENI shot the seismic and built the airfield. White Flame reprocessed everything and flew FTG and LiDAR.
Greenland Energy (Nasdaq: GLND) inherited that data set for the price of drilling two wells. That is the earn-in: carry the wells, keep up to 70% of the basin.
@GL_Energy_Co@larryswets
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Rodent control is a public health issue before it is a pest issue.
Hantavirus, leptospirosis, salmonella, rat bite fever: rats and mice are vectors for them. The risk scales with the population, not with the individual animal you trapped last week.
That is the case for a tool that shrinks the population over time. SenesTech (Nasdaq: SNES) makes it.
@SenesTech
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The number OpenWorld leads with: since 2023 it has advised on projects representing over $66 billion in aggregate network value and supported more than 20 companies backed by a16z, Multicoin Capital, Dragonfly and Founders Fund. Its own footnote: this is advised value, not revenue or AUM.
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What OpenWorld actually does, in its own words: it takes operating businesses and assets across energy and AI infrastructure and makes their economics investable and transparent. Three steps: originate, structure, monitor on-chain.
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As a foreign private issuer, Marti is required to report results with the SEC twice a year. It voluntarily adopted quarterly reporting this year starting with the first quarter of 2026.
RetailVolts is compensated by Marti Technologies, Inc. (MRT). Not investment advice. @martiteknoloji
Marti's leadership sees the Turkish ride-hailing market eventually reaching 30 to 40 times their 2026 revenue guidance of $85 million at steady state.
RetailVolts is compensated by Marti Technologies, Inc. (MRT). Not investment advice. @martiteknoloji
SenesTech runs on two brands. ContraPest is the liquid rodent birth control, built mainly for livestock operations and professional pest management companies. Evolve is the soft bait version, for consumers and the commercial B2B side.
Same core idea, fertility control alongside existing methods, packaged for different customers.
Michael Edell, CEO, SenesTech · r/senestech AMA #148
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Greenland Energy (Nasdaq: GLND) has 58 identified prospective drill sites across Jameson Land. The first well, OPW-1, tests the highest-graded structure. OPW-6 is next once the results are in.
If the first well works, the second is not a new bet. It is a follow-on into a basin with 57 more places to look. That is the asymmetry people are underwriting.
@GL_Energy_Co@larryswets
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The gap, restated.
SenesTech (Nasdaq: SNES) had $5.1M of cash at June 30. At about $0.86 the market values the entire company at roughly $4.7M.
That is the record quarter, the Amazon channel, the subscription base, the Swampscott and Texas results and the product, valued at less than zero.
Management has described that cash as at least nine months of runway, which matters: a company with cash on hand is not a company forced into dilutive financing on bad terms.
We are not telling you what that means. We are telling you it is true, and sourced.
@SenesTech
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Payment day. VerifyMe's special cash dividend, conditioned on the merger closing, pays today to holders of record as of September 29. $1.50 per share after the 1 for 10 split ($0.15 pre split). Common and Series B preferred on an as-converted basis.
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Day one news: OpenWorld announced a definitive agreement to acquire Blocksight, a platform that builds AI agents to bring real world assets on-chain and deliver daily investor reporting. Co-founders Patrick Kim and Peter Hong join OpenWorld. Terms not disclosed, closing expected in the coming days.
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Marti's leadership talked through how they keep rides safe on both sides. Drivers go through an onboarding check that verifies identity, license and vehicle documents, alongside a formal background check. Every trip is tracked start to finish, and riders and drivers rate each other afterward.
If someone's rating drops below a set threshold they lose access to the platform, and a serious incident can lead to removal even without hitting that threshold. Higher-rated drivers and riders are also prioritized by the matching algorithm, so there's an ongoing reason to keep ratings up rather than a one-time check at signup.
RetailVolts is compensated by Marti Technologies, Inc. (MRT). Not investment advice.@martiteknoloji