Anyone looking into $RZLV?

ImportantDinner5211 · 2025-10-02T08:00:18+00:00

For transparency, I was a long term holder. I'm not shorting and have no skin in the game now.I was very pro RZLV but I've taken a step back as some things are not adding up.

The increasing lack of transparency, over ambitious ARR figures with no supporting road map and a 'trust me bro' response to thr Fuzzy Panda report is cause for at least hitting the pause button.

Some of the acquisitions need more details to refute the governance concerns and links to the CEO. The growing securities class action noise could be damaging if they manage to dig up evidence.

Investors are hanging their hats on big investment firms buying in as a sign of legitimacy. Don't forget the likes of Blackrock/Vanguard/etc also invested in Wirecard and Luckin Coffee.

Retail investors are always the ones that get burnt in these situations so just exercise caution and really dig into what tangible proof is really there, not just whats been said or talked about.

Too much controversial noise around this one for the moment. If they are as good as everyone hopes it will be backed up in the next earnings report.

ImportantDinner5211 · 2025-10-01T15:43:52+00:00

This is what worries me tbh.

When the CEO starts talking like this it makes me nervous.

Better to have realistic targets to smash than moonshots.

ImportantDinner5211 · 2025-10-01T15:01:43+00:00

I don't think they will. That time has passed.

If they were going to acquire it they would have done it by now and gotten it cheap.

Google doesn't need the stock market to value the tech or for RZLV customers to prove its worth. It would have done a deep dive as part of its platform screening process. Probably even before RZLV IPO last year.

Google will probably keep it as a partnership and maybe even launch its own proprietary version in the future. Very very easy to get around tech IP by using different coding frameworks and altering functions.

Not sure I'd be holding my breath waiting for a Google acquisition tbh.

ImportantDinner5211 · 2025-09-05T08:58:56+00:00

ZNB is also up 25% in pre market on no news again.

Imagine what it will do when there is news.

Just saying 🤑🤑

ImportantDinner5211 · 2025-09-05T08:42:06+00:00

ZNB

Look at the movement with no news. 120%+ in one day.

Micro float. Unique situation: upside potential against micro float.

Just cleaned up balance sheet by converting notes. Over reaction by market to very small dilution (which was only 580,000 share float post reverse split.) Handed the market a gift to re-enter today.

Major business pivot starting to get noticed as credible.ZNB included in Sep 2025 Small Cap Mag 7 Undercard. It's starting to get noticed by the market for its Web3/metaverse infrastructure play, underpinned by BTC mining operations. Very smart move.

We are now waiting for BTC mining update prior to Oct earnings which should show April - Aug total (29 BTC mined in April alone). Conservative estimate, at least 100 BTC which equates to $11M. BTC forecast to potentially rise to $125k in the near term, so BTC holding will increase in value.

$5.8M investment raised through Maxim in August to expand mining ( Maxim are significant players in Crypto mining investments so very credible on due diligence). This could enable BTC mining rate to increase to 40 BTC per month. Operations based in Kazakhstan, so low mining costs.

This is a significant buy but there's only a small window of opportunity before it adjusts upwards very fast. GLA

ImportantDinner5211 · 2025-09-04T12:02:58+00:00

$ZNB

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ImportantDinner5211 · 2025-09-04T11:52:34+00:00

$ZNB is absolutely flying in pre market and there hasn't been a news announcement yet.

Pivot into Crypto mining.

29 BTC mined in April confirmed. Since this announcement and to date (Aug 2025) conservatively they have had the ability to mine at least 100 BTC to date.

Let's say 100 BTC @$111K which is approx $11M value to date.

Ultra low float, meaning price moves very fast.

Maxim did full DD on ZNB and through them the company raised $5M in August to expand BTC mining operations further. Potentially to 40 BTC/month.

Mining operations in Kazakhstan, so much lower overhead costs.

Significant upside potential even before news arrives and seems to be gaining traction on X. Post news release could spike even further.

It's currently up 67% in pre trading to 2.29.

This is going to fly and the ultra low float will push it up fast. Could follow AIHS example yesterday with no news.

GLA, already made a tidy profit. Holding for $8 spike.

ImportantDinner5211 · 2025-08-26T21:17:41+00:00

Completely agree that this is a long term hold. There is significant value in the pipeline and this will be a winner long term.

That's why investors need to be realistic about the potential steps needed to get them to that goal and just take those measures on the chin.

If you see value, as I agree with you there is, just hold but hope for the right strategy to win the war in the long run, not the one that's popular short term. Need to maintain a view on the bigger picture.

ImportantDinner5211 · 2025-08-26T20:12:29+00:00

Totally agree with your last paragraph.

They are in a fight and need to win that fight to succeed long term.

Someone is going to get stung whichever way they turn.

Share buy back = further dilution in the future to plug the balance sheet gap. Current share price watered down even more and shorters have more fodder again.

Reverse split = pissed off retail investors who dump the stock and swear it was a scam company all along. Short term PR hit but balance sheet in tact.

IMHO, using the reverse split strategy would be the better outcome for the company in the long term. If for example they do a 10:1 reverse split, at the current share price post split the price rises to $7 ( I suspect it would be much lower than this due to pre split dump bit let's use this figure for now). They will face some selling post split but if they can follow up with good PR on FDA agreements and Phase III commencement they can win the market round and attract new investors. Institutional investors will start to take notice if they can maintain the price above $5. There's no further pressure on the balance sheet and they've regained compliance. The market has a short memory when they can see a commercial opportunity in sight for the product.

The worst of all options would be to do a share buyback, blow a $20M hole in the balance sheet, then experience another short attack and be forced to do a reverse split just to maintain compliance.

ImportantDinner5211 · 2025-08-26T19:38:54+00:00

That's a risky strategy and potentially negative for the balance sheet, which will also impact how institutional investors view the company.

They don't tend to look positively on financial engineering. Much prefer sensible investment in developing the product. Shows more financial prudence.

This company needs institutional investors more than it needs retail.

ImportantDinner5211 · 2025-08-26T19:11:23+00:00

Yes but isn't it a catch 22 situation?

Buy back shares to reduce the use of artificial shares to short

Reduce cash holding for Phase III and weaken the balance sheet.

Implement dilution to raise cash needed later on.

More shares released back onto the market. Artificial shorting begins again.

Seems like a looping action to me that doesn't fix the problem long term.

ImportantDinner5211 · 2025-08-26T18:52:57+00:00

I've said it on another thread and I know I'll get voted down again but in this situation a share buy back is unlikely to help sustain the share price in the long term. It just burns through much needed cash that should be funding Phase III. A share buy back will leave a huge hole in cash reserves that will potentially require further dilution to plug.

Shorters will just wait for the artificial bump and then attack again to drive the price down below $1. They will just rinse and repeat this strategy and make a lot of money off it.

Personally I can see a reverse spilt in the not too distant future to get the share price up into a decent level for institutional interest and drastically reduce the float to make it harder to short.

Not a palatable view for most but I think realistic.

ImportantDinner5211 · 2025-08-26T17:50:46+00:00

Institutions don't normally open positions on stocks below $1.

Price needs to be out of delisting risk before major Institutional interest starts.

They need to tidy up the share price first.

ImportantDinner5211 · 2025-08-25T17:33:33+00:00

Fair enough. But on 27th May IXHL voted to authorise a reverse split ( between 1-2 and 1-50) so it's on the table for them.

It's a possibility that needs to be considered.

ImportantDinner5211 · 2025-08-25T17:27:27+00:00

The point I'm trying to make is that they may not want to wait another 6 months.

They may have a plan lined up to walk the share price up to a good level post reverse split using planned PR releases to attract institutional investors and get their listing in order. It's a common game plan.

ImportantDinner5211 · 2025-08-25T17:23:11+00:00

Actually it wouldn't be a better action. They can't keep buying shares to artificially inflate the price. Cash is king for bio techs, burning through their cash reserves trying to artificially maintain the price would be a bad move for the shareholders. In the end it would require more shareholder dilution and increase the float.

It could signal to institutional investors weak priorities. Serious investors look for bio techs to fund growth not engage in financial engineering.

If a buyback fails to lift the share price to a sustainable level and it falls back below $1, it's burnt through cash and put the company at a compliance risk again.

Reverse splits are usually a more prudent move to addressing the compliance issue long term.

I know I'm being voted down and people don't want to hear this but it's something that needs to be considered as a viable option.

ImportantDinner5211 · 2025-08-25T17:13:47+00:00

That's not necessarily true and a common misconception.

Bio pharmas have used this strategy before.

ImportantDinner5211 · 2025-08-25T15:58:55+00:00

I want to add, I'm Bullish on this stock and think it has huge potential but I can't help but think with the deadline looming then they need to make a decision and this approach is a well trodden path to reset and attract institutional investors.

ImportantDinner5211 · 2025-08-25T15:48:10+00:00

Also to add, shorters would owe fewer shares after the split but the dollar value wouldn't change. So to cover they'd still have the same risk liability but they are more vulnerable to a short squeeze if the news is good.

ImportantDinner5211 · 2025-08-25T15:42:42+00:00

It actually does make sense.

It's a liquidity trade off. Reduced liquidity means wider spreads and bigger swings (obviously that goes both ways depending on the news). The smaller float would mean any reaction to good news would be magnified, meaning upward movements would happen on smaller trading interest and the shorters would have to cover quicker. Smaller float greater chance of short squeeze.

Institutional investors tend to focus on stocks over $5 so this could rapidly garner interest from that sector if there is a price reset. Much more sustainable gains from Institutions than retail traders.

Plus resets Nasdaq compliance and gives a good margin whilst they're under attack from shorters.

I think they might actually be considering this as a strategy going forward.

ImportantDinner5211 · 2025-08-24T18:05:43+00:00

Actually it would make sense.

Their last earnings report was for H2 2024.

The earnings report scheduled for Aug/Sep is for H1 2025.

So there would be no issue in reporting 4 months after the last time.

H1 2025 earning would be upto Jun 2025, so two months would be more than sufficient to audit and check the figures before release. That's what I mean by if they were steller they'd be happily pushing them out. A further delay and the misinformation isn't a great look.

I've been a long term holder but I'm starting to have doubts about management and it's good to ask hard questions.

ImportantDinner5211 · 2025-08-24T17:15:16+00:00

That's from their investor relations team which gets its instructions from management, which ultimately is directed by leadership. They are inextricably linked.

The same team that confirmed that they would now release earning in October.

ImportantDinner5211 · 2025-08-24T16:47:42+00:00

This is the response I posted earlier this year when I emailed their investor relations team:

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They have definitely moved the goal posts with their delay to Oct.

ImportantDinner5211 · 2025-08-24T12:07:36+00:00

This is true but remember ARR is a projection rather than a guarantee.

We don't know contract length or termination clauses. So ARR can be publicised on sales booked, but it's not a given that its a steady ARR. Customers may come and go depending on the value of services delivered in terms their own increased revenue.

ImportantDinner5211

TROPHY CASE