u/theSherlockView

Abaxx has successfully completed pilots for its "Digital Title" technology, demonstrating the ability to use Money Market Funds and physical gold for instant (T+0) collateralization, a process that normally takes days. The market currently values Abaxx solely on its exchange business, assigning zero value to this new technology. The author believes this tech has a Total Addressable Market (TAM) in the trillions (e.g., $8T in MMFs, $135T in commodities supply chain) and could generate billions in revenue, creating a significant valuation gap. Abaxx is a deeply undervalued company with 50x to 100x potential. The combination of its growing exchange (with increasing volumes and US market access) and the game-changing, yet unpriced, Digital Title technology makes it a strong long-term investment. The primary risk is the slow or failed adoption of the new technology by major financial institutions and commodity players. Competitors could also develop similar solutions before Abaxx achieves market dominance. The company is still in its early stages, and exchange volumes, while growing, are not yet substantial. TICKER - DIRECTION ABXX.NE / ABXXF - LONG Speaker: u/Level-Independence18 Thesis: The commenter, a long-term investor, notes that the company is "largely derisked" with revenue from its exchange business rapidly increasing. The commenter believes the stock price is currently under short pressure, creating a temporary dip. This presents an attractive entry point for a new position before the market prices in the potential of the technology side of the business. The stock is a good buy at its current price, especially for starting a new position, due to short-term price pressure that ignores the long-term, S&P 500-level potential of the company. The "short pressure" may be fundamentally justified by factors not discussed, such as high cash burn, execution risk, or competitive threats. The price could continue to decline if the exchange's growth stalls or the tech fails to gain traction. TICKER - DIRECTION ABXX.NE / ABXXF - WATCH Speaker: u/Creative-Fuel-2222 Thesis: The commenter has an existing position that is down ~10% and expresses concern over the slow speed of market adoption for Abaxx's technology. The core risk is that larger, established players in the financial industry could replicate Abaxx's technology and "catch up" before Abaxx can solidify its first-mover advantage and achieve widespread adoption. While the technology is promising, significant execution and adoption risks remain. The lack of market reaction to positive news (as seen with its partner, Minehub) suggests a "wait and see" approach is warranted until there is clear evidence of market penetration and client onboarding. The primary risk is that Abaxx fails to execute its go-to-market strategy effectively, allowing incumbents to either block its adoption or launch competing products, thereby eroding its potential market share and future revenue.

COMEX (owned by CME) gold open interest is at a decade low, and its delivery structure (NY to Swiss to London to Asia) is highly inefficient. As Asian physical demand rotates to Abaxx's streamlined Singapore delivery, COMEX will hemorrhage liquidity and lose its benchmark status. Short or avoid CME as its COMEX division faces an existential threat and potential billions in market cap losses to Abaxx. Abaxx fails to gain critical mass, or CME updates its delivery mechanisms to remain competitive.

Abaxx LNG trading volumes have already exceeded ICE’s JKM trading volumes for several consecutive days. Abaxx provides a superior physically delivered LNG hedge, which will cause ICE's JKM contract to lose liquidity and revenue. Short or avoid ICE as it loses its grip on the LNG benchmark and potentially faces bleed-over losses in its oil contracts. ICE leverages its massive institutional network to crush Abaxx's LNG liquidity before it becomes the permanent standard.

Abaxx has successfully completed pilots for its "Digital Title" technology, demonstrating the ability to use Money Market Funds and physical gold for instant (T+0) collateralization, a process that normally takes days. The market currently values Abaxx solely on its exchange business, assigning zero value to this new technology. The author believes this tech has a Total Addressable Market (TAM) in the trillions (e.g., $8T in MMFs, $135T in commodities supply chain) and could generate billions in revenue, creating a significant valuation gap. Abaxx is a deeply undervalued company with 50x to 100x potential. The combination of its growing exchange (with increasing volumes and US market access) and the game-changing, yet unpriced, Digital Title technology makes it a strong long-term investment. The primary risk is the slow or failed adoption of the new technology by major financial institutions and commodity players. Competitors could also develop similar solutions before Abaxx achieves market dominance. The company is still in its early stages, and exchange volumes, while growing, are not yet substantial. TICKER - DIRECTION ABXX.NE / ABXXF - LONG Speaker: u/Level-Independence18 Thesis: The commenter, a long-term investor, notes that the company is "largely derisked" with revenue from its exchange business rapidly increasing. The commenter believes the stock price is currently under short pressure, creating a temporary dip. This presents an attractive entry point for a new position before the market prices in the potential of the technology side of the business. The stock is a good buy at its current price, especially for starting a new position, due to short-term price pressure that ignores the long-term, S&P 500-level potential of the company. The "short pressure" may be fundamentally justified by factors not discussed, such as high cash burn, execution risk, or competitive threats. The price could continue to decline if the exchange's growth stalls or the tech fails to gain traction. TICKER - DIRECTION ABXX.NE / ABXXF - WATCH Speaker: u/Creative-Fuel-2222 Thesis: The commenter has an existing position that is down ~10% and expresses concern over the slow speed of market adoption for Abaxx's technology. The core risk is that larger, established players in the financial industry could replicate Abaxx's technology and "catch up" before Abaxx can solidify its first-mover advantage and achieve widespread adoption. While the technology is promising, significant execution and adoption risks remain. The lack of market reaction to positive news (as seen with its partner, Minehub) suggests a "wait and see" approach is warranted until there is clear evidence of market penetration and client onboarding. The primary risk is that Abaxx fails to execute its go-to-market strategy effectively, allowing incumbents to either block its adoption or launch competing products, thereby eroding its potential market share and future revenue.