finding the hidden gems. For Research Reports on Minehub ( $MHUB ) and Abaxx ( $ABXX ) see @theSherlockView
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Abaxx breaks records again with just 5 days (1 trading week) for the 12th million. $ABXX.TO
22/5 and tier 1 banks still to come this year hopefully.
Each new onboarding grows the network exponentially.
Abaxx back to record volumes again with 8 days for the 10th million! $ABXX.TO
Impressive to see the stock sell off as the team continues to onboard new traders and keep growing the exchange.
Watson retweeted
@abaxx_labs Agents++ in the wild - music industry.
“Agents get information about the music, but never the music. Each agent gets its own cryptographic identity and a credential from a human that expires and lists exactly what it can read.”
Source: linkedin.com/posts/connor-pa…
Abaxx $ABXX.TO entered the public consultation today for 22/5 trading which closes Nov 10. Might see them launch it at the end of Nov. If they onboard a tier 1 bank by then, then they will have all pipes ripping open. A 500k+ volume day might be possible this year still.
Only just entered the Paper sector and already another customer for $MHUB.NE. Maybe a paper contract coming to Abaxx soon?
It also highlights their flexibility to handle new product types. Agriculture will be another massive vertical if they can get initial footholds there.
“We are thrilled that Anthon B Nilsen has selected MineHub as its digital partner. Onboarding ABN marks a meaningful entry into a new market segment - the recovered paper and stocklots market, while also expanding our growing European client base" – Andrea Aranguren, President and CEO of MineHub.
Read the full news release: f.mtr.cool/pv9v8w59j8
$MHUB $MHUB.V $MHUBF #MineHub #NewsRelease #SupplyChain #Commodities #Technology
The beautiful thing with owning Abaxx $ABXX.TO is you get a highly competitive exchange at prices lower than liquidation but you also get the opportunity of owning the next generation internet.
Yes. It’s been built as an actual OS/platform, where the SSO and multi-factor security use cases are actually the easiest first installation (and eventual 3rd party sale). That’s already working for a year+ in Abaxx Exchange and has clients operating and more in progress (Exchange, Minehub, ArtEx etc). And once the IDAM and data security model is in place with the MarketOS licence, the SaaS applications (drive, sign. Messenger, Attest etc) are easy add ons, and then business applications (digital title etc) then sit on top of those workflow tools.
Great Minehub Investor call! $MHUB.TO Alot of summary of prior financials so this will just be things that stood out.
- Iron ore continues while they resolve terms and conditions on data sharing. I think this is related to the Digital Solution product they announced last year.
- AI has sped up their sales cycle
- Sumitomo is still driving new customers to Minehub platform
- Didn't want to talk about financing. Likely something coming soon.
- One portion of Abaxx integration completed. The Sign on is obviously important to connect identities across both platforms. Although I don't see it in the customer login page so maybe not officially launched yet.
- Battery Passport launching next year with Minespyder
- Margins are likely to continue improving
- No direct competition
- Looking at entering rare earth materials soon
What's more interesting is that JKM isn't even mentioned in the report. Abaxx is now the LNG benchmark for Mizuho. $ABXX.TO
Third new customer two weeks and first entrance in paper recycling! I mentioned in my report two years ago they might want to rebrand as they could easily target way more non mining commodities such as agriculture. Maybe this is the start as the snowballing continues.
$MHUB.NE
“This agreement with a recovered paper trader further validates our ability to expand beyond our traditional metals markets. We’re seeing paper emerging as a compelling segment for MineHub’s Jules AI platform. These are high-volume, document-heavy businesses where back-office throughput determines how much material a team can actually move" – Andrea Aranguren, President and CEO of MineHub.
Read the full news release: f.mtr.cool/enr7ypiqmi
$MHUB $MHUB.V $MHUBF #MineHub #NewsRelease #SupplyChain #Commodities #Technology
Watson retweeted
📢 Join MineHub for a live investor webinar on Thursday, October 1, 2026 at 10:00 AM PT / 1:00 PM ET.
🎙️ Andrea Aranguren, CEO, and Monika Russell, CFO, will provide a corporate update, discuss the company’s outlook, and answer questions during a live Q&A.
🔗 Register here: f.mtr.cool/honc4f77qj
$MHUB $MHUB.V $MHUBF #MineHub #NewsRelease #SupplyChain #Commodities #Technology
Triumph Offices in 14 countries (including Dubai, Sharjah, India, China, and Singapore), presence in 38 markets, and a team of 200+ people. $MHUB.NE
Noteably first entrance into agriculture for Minehub.
And another validation of their AI tooling.
Snowballing continues.
“We are pleased to welcome Triumph Services FZE to our Jules platform. This agreement is particularly exciting because, in addition to standard SaaS subscription fees, it introduces an outcome-based pricing structure tied to AI-powered automation." – Andrea Aranguren, President and CEO of MineHub.
Read the full news release: f.mtr.cool/3vmqh3oqs1
$MHUB $MHUB.V $MHUBF #MineHub #NewsRelease #SupplyChain #Commodities #Technology
Abaxx $ABXX.TO took 18 trading days for the 9th million. Directionality continues to improve on the exchange.
Abaxx $ABXX.TO took 21 trading days for the 8th. Volumes starting to pick up again coming out of the typical August doldrums. Yongan completed their first trade a couple weeks ago, and LNG season is starting so should start to see it pick up even more.
Seems to be less calendar spreads and more directional trades in PM which hints at more commercial onboarding from possibly Yongan?
Now you might be wondering, doesn't this mean LME gets this liquidity explosion? In a way yes, but not close to the extent Abaxx $ABXX.TO does.
Imagine you are testing the 0-60 of your electric car. But anything over 40 it slams on the breaks. This is the settlement infrastructure telling you to slow down, your funds haven't cleared yet.
With T+0 being brought to market by Abaxx this does not exist.
These AI models running on Jules can monitor inventory levels via Minehub traceability down to the second or they can monitor how much in transit. Something that was locked up in excel spreadsheets and took hours to calculate is now easily accessible with AI agents connected to exchanges to trade their risk against instantly.
Very exciting for Minehub! $MHUB.NE (Much more in the see more btw)
- First growth in the Middle east which obviously serves as the foundation for future counterparty growth.
- They have 427 international clients so will be curious how many counterparties this adds to the Minehub/Jules AI platform
- Al Qaryan group handles copper and steel as well so it seems like this can be expanded in the future to their other sectors of business
What caught my eye was this: "The scope of the deployment also covers sophisticated hedging workflows, with London Metals Exchange (LME) position management and pricing exposure tracking integrated into the trade lifecycle."
If I had to guess they have the LME feeds connected into Minehub to show a live feed of their current risk exposure across all of their warehouses and inventory in transit. Probably see a similar connection connected into Abaxx. With the amount of native AI integration Jules/Minehub does, its possible they also have AI trading tools to make adjustments live already? At the very least it's a possible next step.
They mention it here "MineHub is well positioned to serve this profile by consolidating trade execution, hedging, and reporting into a single workflow".
This goes into the liquidity explosion of AI agents that Jeff Currie was talking about where they are trading and monitoring at a pace we could never have dreamed of. Larger than when we went from trading floors to digital. Seems like Minehub/Jules will be one of the first drivers of that as they onboarding trading firms.
Very exciting for Minehub! $MHUB.NE (Much more in the see more btw)
- First growth in the Middle east which obviously serves as the foundation for future counterparty growth.
- They have 427 international clients so will be curious how many counterparties this adds to the Minehub/Jules AI platform
- Al Qaryan group handles copper and steel as well so it seems like this can be expanded in the future to their other sectors of business
What caught my eye was this: "The scope of the deployment also covers sophisticated hedging workflows, with London Metals Exchange (LME) position management and pricing exposure tracking integrated into the trade lifecycle."
If I had to guess they have the LME feeds connected into Minehub to show a live feed of their current risk exposure across all of their warehouses and inventory in transit. Probably see a similar connection connected into Abaxx. With the amount of native AI integration Jules/Minehub does, its possible they also have AI trading tools to make adjustments live already? At the very least it's a possible next step.
They mention it here "MineHub is well positioned to serve this profile by consolidating trade execution, hedging, and reporting into a single workflow".
This goes into the liquidity explosion of AI agents that Jeff Currie was talking about where they are trading and monitoring at a pace we could never have dreamed of. Larger than when we went from trading floors to digital. Seems like Minehub/Jules will be one of the first drivers of that as they onboarding trading firms.
"We are pleased to welcome Al Qaryan International to the Jules platform. This deployment is particularly significant on three fronts: first, it validates Jules across the full spectrum of physical trade logistics, from bulk to containers to inland road operations; second, it marks a meaningful step in our commercial penetration of the Gulf market; and third, it demonstrates the platform’s ability to support sophisticated hedging workflows alongside physical trade execution..." – Andrea Aranguren, President and CEO of MineHub.
Read the full news release: f.mtr.cool/evsswk0etv
$MHUB $MHUB.V $MHUBF #MineHub #NewsRelease #SupplyChain #Commodities #Technology
Watson retweeted
You mean like this one? Comet group is one of the largest ferrous metals traders in Europe, and appears to be using the JulesAI platform.
cometgroup.be/?lang=en
$MHUBF $MHUB.NE
Watson retweeted
We started @Smarter_Markets to put a spotlight on issues surrounding trust, identity, market infrastructure and technology that we believe are important, and to see if there were others out there who felt the same way.
It turns out there were a lot of people who felt the same way.
Our very first episode was a conversation 6 years ago with @robert_ivanhoe. He returned yesterday for our 300th, and at the end of his conversation with @DavidVGreely, added a postscript reflecting on Abaxx’s journey since that initial interview in November 2020.
Thank you to Robert, and all of our Abaxx shareholders, for the continued support as we spend each day building smarter markets for the global supply chain transformation and the transition to an AI-augmented economy (and weekends bringing you more SmarterMarkets).
"Want to build a data center? Copper.
Want to go to the moon? Copper.
Want air conditioning, a microwave, or an electric toothbrush? Copper.
Want a computer? Internet? Ever use a phone? It's copper."
On the very first episode of SmarterMarkets™, @Robert_Ivanhoe shared why copper will be the winning commodity in the coming years.
Now, 6 years later, he returns for our 300th episode to tell us what mining, tech, governments, and markets are doing – and need to be doing – in a week when LME copper prices hit a new record high.
smartermarkets.media/special…
