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LetoMax

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16/06/25

15:46

Post #: 79451173
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Originally posted by Barcs: ↑

I I tend to agree we haven’t seen a true bottom yet — but I don’t believe the market is pricing in structural failure as some have suggested. It feels more like a pause at a fair value equilibrium, waiting for fresh validation to rerate.

As Saucy put it well, institutions need hard data before redeploying at scale — and until then, we’re stuck in this holding pattern.Yes, recent institutional exits surprised many, but perhaps not if you accept that they were harvesting outsized gains from calculated early risk-taking — not expressing a bearish view.

A few key questions I keep coming back to:
What happens if sales underperform? Could we be dropped from the ASX300?
Is BOT pre-empting this by scaling with credit, aiming to hit profitability faster?
Will they pursue new markets with 12.5% Sofdra or fast-track another asset now that the Sofdra machine is built?
And what about BP — will they pay the premium and remove all uncertainty?I think the real issue for funds is they simply can’t forecast Sofdra's full trajectory until post-July.

Everything is foggy until then — refill trends, expansion plans, potential deals. Even the macro backdrop has shifted — we've just entered our second war and second U.S. president since Sofdra launched.

BOT’s own roadmap, first released almost 18 months ago, is nearing its endpoint. The market’s next major decision point is coming up fast — but for now, I see this as balance, not breakdown.

I still think this is a good price to buy, if traders can get in at 0.26-0.28 / 0.30-0.35 with the outlook and risk we have is very attractive.

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i wouldn't call this a holding pattern @Marsman, I share your ankst

BOT Price at posting: 29.0¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 29.8¢		Change 0.003(0.85%)		Mkt cap ! $588.2M

Open	High	Low	Value	Volume
29.5¢	31.0¢	28.5¢	$2.143M	7.211M

Buyers (Bids)

No.	Vol.	Price($)
20	458460	29.5¢

Sellers (Offers)

Price($)	Vol.	No.
30.0¢	631254	36

View Market Depth

No.	Vol.	Price($)
20	475599	0.295
22	1041127	0.290
18	740970	0.285
33	511487	0.280
19	677071	0.275

Price($)	Vol.	No.
0.300	566203	33
0.305	242119	12
0.310	196735	8
0.315	259523	3
0.320	116620	2

Last trade - 15.45pm 18/06/2025 (20 minute delay)

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