Streamex (STEX) investor relations material

Company overview and business model

• Focuses on tokenizing physical commodities, starting with gold (GLDY), and plans to expand to silver, oil, gas, and copper by 2027.

• Operates a scalable, regulated platform that owns the underlying assets, not just providing wrappers or white-label solutions.

• Generates recurring revenue through tokenization, management, and trading fees, benefiting from high operating leverage and a fixed cost base.

• Maintains strong liquidity ($41M+), no debt, and is not seeking additional capital, focusing instead on adoption and scaling.

• Partners with leading firms for custody, liquidity, and distribution, including Equity Trust, Monetary Metals, Wintermute, and others.

Product highlights and differentiation

• GLDY offers spot gold exposure plus a 3.5% yield, paid via gold leasing through Monetary Metals, making gold a productive asset.

• Yield is generated by leasing gold to institutions, with leases over-collateralized at 110%.

• GLDY is available on multiple blockchains (Base, Solana) for broad distribution, using Chainlink CCIP for cross-chain compatibility.

• Minimum redemption for physical gold is 1kg (~$100,000), but cash redemption is instant and more efficient.

• GDLC, launching soon, targets retail and international investors, is backed 1:1 by GLDY, and will be available on both centralized and decentralized exchanges.

Financial performance and growth outlook

• Achieved first-ever revenue in Q2 and reduced operating costs by over half, with all debt eliminated.

• Key KPIs for investors: AUM growth (in ounces and dollars), trading volume, and distribution expansion.

• Expects exponential AUM growth following the first institutional orders, anticipated within the next 60 days.

• Lifetime value of a GLDY token is estimated at $1,500 NPV, with trading fees providing significant upside as liquidity grows.

• Confident in reaching $100M AUM target by year-end, with operational issues at launch now resolved.