Hey Bubae,
Appreciate the deep dive and your consistency — really. You've been around a long time and I respect that.
But let’s balance the lens a bit. You're framing everything through a doubt-first filter and skipping the broader evolution that’s actively unfolding.
Yes — Fortytwo and Mexedia had prior connections. But this MOU isn’t just a continuation — it’s a formalized step toward consolidation under Telvantis, now an audited public vehicle aiming for uplist. Big difference between using a partner’s platform and formally merging them into a new structure.
On the reverse split point: the FAQ clearly addresses it and ties the statement to their uplisting timeline. It’s actually smart legal language — “no RS in the foreseeable future” is precise enough to calm speculation without boxing themselves into an SEC-timeline corner.
As for revenue — $28M in Q1 is fully in line with the $32M two-month PR. March alone posted $19.6M. That’s $360M run-rate math. Net loss is expected in transition quarters with legacy costs, but the trajectory is what matters — and it’s up.
Bottom line: Telvantis isn’t being promoted as something it never was — it’s being rebuilt publicly and methodically, with audited financials, no toxic debt, and strategic acquisitions under discussion. If you’re not buying the vision, that’s cool — but let’s not pretend there’s no substance behind what’s happening here.
Respectfully
Bullish
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