ABXXF ABAXX TECHNOLOGIES INC : Bullish and Bearish Analyst Opinions

Currie discusses a coming "liquidity explosion" driven by the tokenization of real-world assets. He explicitly mentions his role as a director at Abaxx Technologies, which is building markets for LNG and battery metals. The convergence of AI, blockchain (Web3), and commodities allows for trading "downstream" assets (like specific grades of lithium or regional gas) that were previously illiquid. Abaxx is the infrastructure play for this new market structure. Long Abaxx Technologies (US OTC ticker). Regulatory hurdles for tokenized assets or failure of the exchange to gain liquidity/traction.

Jeff is a non-executive director at Abaxx Technologies. He highlights the need for better market infrastructure to trade "downstream" commodities like LNG and Lithium. The convergence of Web 3.0 (ledger technology) and AI allows for the creation of new, granular commodity markets that were previously impossible to trade. Abaxx is building the exchange infrastructure for these specific physical assets (LNG, Carbon). Long Abaxx as a play on the "Liquidity Explosion" in commodity trading infrastructure. Regulatory hurdles, technology adoption failure, or competition from established exchanges (CME/ICE).

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.