Watson

finding the hidden gems.

For Research Reports on Minehub ( $MHUB ) and Abaxx ( $ABXX ) see @theSherlockView

[Watson @thewatsonview]

My latest article (20-30 min) on Minehub $MHUB and how their partnership with Abaxx $ABXX will unlock significant capital velocity with faster settling, lower margins, and reducing fraud by being a single source of truth across the supply chain.

[Sherlock @thesherlockview]

https://t.co/z8alMbit5q

[Watson @thewatsonview]

It is possible that this shipment is related to the recent Minehub $MHUB.V PR. Andrea confirmed it went to European smelter which could be Aurubis. There are connections there.

Fun fact though: Co-owner of Kamoa is Zijn Mining. Massive. Could generate $7.5 million USD revenue for Minehub. If only there was another connection to Minehub. Would be cool if they worked with Minehub before on copper products....

[Robert Friedland @robert_ivanhoe]

The first batch of 99.7%-pure copper anodes produced by our new smelter at Kamoa-Kakula was recently delivered to the Atlantic port of Lobito in Angola. This shipment of anodes was the first to be transported along the Lobito Railway Corridor. The low-carbon-intensive copper anodes have been purchased by the Aurubis Group, which will refine them at its low-carbon-intensive facility in Europe. This initial delivery marks a significant step towards producing some of the world’s lowest-carbon-intensive refined #copper.

@trafigura @kamoa_copper_sa

[Watson @thewatsonview]

@calvinfroedge whenever someone says the dividend is great, almost every time the stock has been in free fall. Great 8% dividend, but lost 30%+ of equity value.

[Watson @thewatsonview]

@NotoriousBaggie Seems like it was overstock, now Beyond Inc. Big banks allowed cash equivalents in lieu of the digital shares. Did a non cash dividend of digital shares similar to what you are describing

[Watson @thewatsonview]

@NotoriousBaggie I thought another company tried that and the end result was that banks ended up working with shorts to deliver by letting them pledge cash. It worked for only a second but ended up figuring a way around it

[Watson @thewatsonview]

@JoshCrumb @Bprivateers69 curious why it's seen as better to give 500 shares to fund that you will know will flip instead of allocating more to ones that can get the fill. ATB and cantor couldn't just say no to those smaller allocations? it's like getting tipped 50 cents being worse than no tip.

[Watson @thewatsonview]

@KEDM_COM @hkuppy did you ever look into Abaxx? Gonna be the the store selling the shovels and picks for the next commodity super cycle. Way more under the hood than this tweet indicates

[Watson @thewatsonview]

@GCWalks Minehub? They are bi yearly reporting now. Not until September I think is next one. If they can keep price above 40 cents they should be able to get 7 million from warrants this year. Also hope Iron to pick up which will be worth a lot of revenue.

[Watson @thewatsonview]

Update on Abaxx $ABXX.TO and Minehub $MHUB.NE Partnership

- They continue to work with Abaxx on the pilot. Hoping to announce something soon. They have been engaging with banks on getting discounts on financing. I think this is massive will explain more below.

- Secondly they are working with Abaxx on a specific commodity right now. Abaxx is already tracking shipments on Minehub platform. The end goal being Abaxx will use Minehub for ALL contracts that get physically settled. I mentioned this was likely the case in on of my articles and will create a significant customer onboarding for Minehub enhancing the network effects of the Minehub platform.

- Will be some time on revenue on digital title, not even this year on Minehub side.

- Minehub has gotten overwhelming feedback that this is massive. They will instantly sign up to Minehub if they can get financing discount with digital title.

So why is the financing discounts big? Because once they announce they have been able to get financing discounts for companies using the platform, they now have an upper limit for pricing of tech.

If they can get a 0.X% discount to finance using Minehub/Abaxx then they can charge 0-0.X% for their platform. If Minehub can charge 0.05% for example, that is 0.05% in revenue on the world’s global commodity trade. Quick estimate shows >$7 trillion in financing for commodity transactions.

This creates a TAM opportunity of $3.5 billion for Minehub in terms of revenue on top of everything else.

As I mentioned also in my article earlier, Finance discounts are the foot in the door to be highly competitive to incumbent exchanges for Abaxx. If companies can get nice discounts to use Minehub and Abaxx, then they will trade and ideally go to delivery on Abaxx contracts.

Oil for example would be ripe for disruption for tanker financing.

[Victor Ramos @VictorR_Invest]

Great Interview with MineHub $mhub $mhubf
Have fun!

https://t.co/cpfrHyW60f

[Watson @thewatsonview]

@GCWalks Yes and I think Abaxx can control that as they can specify the collateral requirements for their futures products

[Watson @thewatsonview]

@GCWalks This is what the pilot is working on proving

[Watson @thewatsonview]

Focusing on Minehub $MHUB.NE directly

- 28 paying customers!! Up from 10 since end of October last year.
- Added $800k in contracted ARR. I think this will grow significantly once they start with their Iron ore partnerships.
- Their latest partner they were able to track ESG metrics from mine to end customer, of which most importantly was Scope 3 emissions which will become a legal requirement entering 2027 for many countries around the world.
- They are up to 40 people working full-time + contractors and looking to grow the team.
- They have 18 AI agents working in the background
- Launching an AI advisory service to help companies
- They are building a very AI native company.
- Jules AI acquisition went extremely smooth. Culturally aligned.
- Integrating Minehub platform into Mitigram to help with trade finance. Very powerful on trade finance.
- Surecomp had management changes so things slowed down. Re-engaged with them after Sumitomo PR. Working on pitching companies together in Japan.
- Minespider has a lot of traction in Automobiles and governments, Minehub helps with the tracking realtime. Not trying to compete with them because it has so many edge cases that Minespider handles.
- Moving to semi-annual reporting, they only had 2 people handling all finance. It was just too much especially with Jules.
⁃ Looking into more M&A. Big pipeline of targets.

Really great interview!

[Victor Ramos @VictorR_Invest]

Great Interview with MineHub $mhub $mhubf
Have fun!

https://t.co/cpfrHyW60f

[Watson @thewatsonview]

If you are still using JKM, or TTF, or HH as a price marker for physical LNG on water you are doing something wrong when Abaxx PHYSICALLY delivered contracts are already 40% of JKM volumes.

Soon you will just look silly using JKM when Abaxx LNG is bigger than JKM

[Abaxx Exchange @abaxx_exchange]

Abaxx Exchange Reports Record May 2026 Trading Volume, Including Record LNG Activity

Abaxx GOM and NPA LNG futures volume reached over 40% of global JKM futures volume during the month, while GKS and LCS also reached new highs.

[Watson @thewatsonview]

@scrappyabs I believe so. they have taken some profits on Abaxx last i read

[Watson @thewatsonview]

Update on Minehub $MHUB.V . Rothschild's fund have since filed this morning and taken ownership in Minehub to 10.59%.

Thank you for your attention to this matter.

[Watson @thewatsonview]

this PR is why Rothschilds own 9.5% of Minehub and Abaxx owns 20%

[Watson @thewatsonview]

@CanadianSatoshi It would be difficult no doubt. But Abaxx would start at the top and getting usage in high stakes finance and work its way down. Unlikely google would use apples custom identity protocol and vice versa. Gotta be independent but secure which Abaxx could do both and work with all

[Watson @thewatsonview]

interesting how if Abaxx solves internet identity, it snowballs into fixing everything. have iphone reject calls that aren't signed with id++. probably need to move to voip for it, but same with emails. not id++ signed? not interested. needs a lot of rebuilding of infra though

[Chris Hatch @Dirtdog]

Not sure how to make this stop but my goodness

Every day

[Watson @thewatsonview]

@Rdguez_MA by end of year they should be going to market with Abaxx and their iron ore integrated solution should be launched by then. maybe this was the iron product since the pr said "end-to-end solution for physical iron ore trading" which this is an end to end solution

[Watson @thewatsonview]

Minehub $MHUB built completely digital commodity supply chain. End to End with a major mining company. With digital passports connected into it. This will be crucial for upcoming regulations like I mentioned in my report that many governments require by 2027.

Can also fit in Abaxx $ABXX.TO digital title as well as it supports "movement history, and chain-of-custody information"

This is a big achievement in the commodity space. They will be able to scrape BPS from the entire global trade as they scale this globally. Looks like Minespider might have even helped with this concerning the passport aspect.

Remember, this looks like it's already live in market.

[MineHub Technologies @MineHub_Tech]

"Completing this deployment with a major global mining company represents a meaningful step forward in the digitization of physical metals supply chains. Working closely with the Mining Partner allowed us to validate the practical integration points required for cross-enterprise data sharing and to demonstrate tangible improvements in shipment visibility and data integrity" – Andrea Aranguren, President and CEO of MineHub.

Read the full news release: https://t.co/IzN2fvXibp

$MHUB $MHUB.V $MHUBF #MineHub #NewsRelease #SupplyChain #Commodities #Technology

[Watson @thewatsonview]

@gloups264655 guesstimate for abaxx. thought they maintained their 20% through the raises. interactive broker for rothschild

[Watson @thewatsonview]

@JoeRaia5 @EuropeanGasHub @abaxx_exchange @Smarter_Markets funny how they create a complex chart with 20 different arrows just to show what could be done with 3 arrows and Abaxx's three LNG contracts and be done with it