Neues DeFi Technologies Forum WKN: A3EQD5 ISIN: CA2449161025 Kürzel: DEFT Forum: Aktien User: Lost_in_Space
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Kommentare 21.779
Georg86,
03.12.2024 16:30 Uhr
0
Spannend find ich ja, dass Sie mit einem ehr kleinen ETP valour sui das meiste Geld verdienen. Also so verstehe ich den Bericht zumindest.
Cris11,
03.12.2024 16:32 Uhr
0
Das wechselt.
Die, die sie dort anführen was du wahrscheinlich meinst, sind nur die neueren u. jüngeren ETPs.
Cris11,
03.12.2024 17:43 Uhr
1
@Russ_N_Starr
had some interesting comments about $DEFTF on his
@stocktwits
talk this morning. Some of these come from his comments and I’ve added in AUM/revenue/profit/multiple implications: - They make approx 10% in mgmt & staking fees on their ETP AUM - They’re at just under $1B in AUM now just in Europe - They’re going to double the # of ETPs available in Europe by end of month (taking them to $2B in AUM within a reasonable time) - They’re going to double the # of ETPs again by end of 2025 (taking them to $4B in AUM reasonable soon thereafter) - They’ve signed an MOU to enter Asia which could be just as large a market as Europe (taking them to $8B in AUM) - They’re focused on entering Middle East/Africa soon - again just as big a market (taking them to $16B in AUM) - At 10% in fees, they’re going to generate $1.6B a year in revenues from their ETPs (at scale in Europe, Asian, Middle East/Africa) - Add on another $100M a year in DeFi Alpha revenue and that’s $1.7B a year in revenue - Their operating costs are $10M a year - Put a Galaxy 17x forward multiple on that for just under $29B - Their crypto treasury and cash today is $60M; give that a 2.4x multiple (like $MSTR) for $144M in market cap; they will likely add more BTC, SOL, and CORE to their treasury as they’ve indicated - With 320M shares, that implies a stock price of $90/share vs. $2.85 currently - That’s not where it should trade today but could it trade there by end of 2025 with product and geographic expansion suggesting they’re on their way to $16B in crypto AUM worldwide? That’s the blue sky scenario.
Cris11,
03.12.2024 16:28 Uhr
1
Der gestrige Rekord der Valour ETPs wird heute nochmal übertroffen werden.
Teffie,
03.12.2024 13:32 Uhr
5
https://www.prnewswire.com/news-releases/defi-technologies-provides-monthly-corporate-update-subsidiary-valour-achieves-record-c1-3-billion-us922-million-aum-reflecting-a-57-month-over-month-increase-and-a-155-rise-year-to-date-and-2024-record-monthly-net-inflow-302320603.html
Cris11,
03.12.2024 13:00 Uhr
3
https://www.newswire.ca/news-releases/defi-technologies-to-be-featured-on-stocktwits-daily-rip-live-846980450.html
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