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@AdamHewittBTC "@Sequans $sqns is trading at 1.6-1.7 mNav but its not easily known. Market cap fully diluted including all warrants etc is 295m shares x $2.33/share price = $685m Cash left from financing round not deployed yet approx $125m Btc current holdings - 2317 After next purchase: 3400-3500 Authorized to sell up to X billion shares No plan yet announced which is probably the reason for very low valuation. @Swan @coryklippsten @BenWerkman - Any idea when @Sequans btc treasury plan will be announced"
@AdamHewittBTC on X 2025-07-23 22:23:22 UTC 1649 followers, 1627 engagements

"Some clarity is definitely required for the share price to stabilize. I think $SQNS got ahead of itself with too little info released and then btctc winter hit and its been downhill ever since. They just signed the management agreement with @Swan a couple days ago so hopefully we should begin to see plans put into action soon. Valuation is basically rock bottom since at $1.6/share and fully diluted 295m shares mcap is $472m and after they spend the remaining capital raise money should have around 3500 btc ($417m current value at $118k) So mNav of XXXX Its a hold with little downside risk now."
@AdamHewittBTC on X 2025-07-26 14:21:54 UTC 1649 followers, XXX engagements