🧾 REBUTTAL: Mexedia Decline ? Telvantis Future
Respectfully, Bubae — pointing to Mexedia's stock chart and calling it the whole story is like blaming Amazon for Pets.com.
Claim Clarification
Mexedia stock is down 90% YoY ✅ True — but irrelevant to Telvantis’s U.S. structure. That’s a separate U.S. entity (RDAR) absorbing assets and revenue streams. Different cap table, different market.
GBC AG analyst targets missed ✅ So do 90% of sell-side reports in small/mid-cap EU tech. Analyst targets are just that — targets.
They’re raising via RDAR because Mexedia can’t Partially true, but the Reg A raise is only $1.5M — clearly not a desperation play. Also: the notes converted outside the Reg A.
Executive bonuses won’t be paid by Mexedia stock ✅ Correct — and they weren’t. They were issued as convertible notes inside Telvantis, not via Mexedia shares. That’s already disclosed.
"They make early holders rich" is fiction Counterpoint: Some of the same management made early investors multi-bag returns on projects like Ubiquity and iBasis. Track record depends on the timeframe you're looking at.
🔍 Bottom Line: Mexedia’s current chart doesn’t determine Telvantis’s future. This is about Telvantis (RDAR) becoming a U.S.-audited, telecom-holding uplist vehicle with $30M+/month revenue flow — not tracking the past performance of a Euro-listed parent entity.
Let’s focus on the vehicle in front of us — not the one in the rear-view mirror. 📊🚗💨
Bullish