Genius Group (GNS) Investor Update summary

Rights offering details and process

• Shareholders as of January 24th receive one right per share to purchase additional shares at $0.50 each, with oversubscription and trading options available until February 14th, 2025.

• 100% of proceeds from the rights offering will be used to purchase Bitcoin for the company's treasury, targeting an increase from $45 million to $100 million in Bitcoin holdings if fully subscribed.

• The company anticipates up to $33 million in proceeds from the rights offering, with additional loan financing planned to further boost the Bitcoin Treasury.

• Detailed instructions, FAQs, and support contacts are provided on the investor relations site for participation and questions.

• The CEO and largest shareholder is fully participating, having recently purchased 500,000 shares.

Strategic outlook and business drivers

• The company aims to reach 1,000 Bitcoin in its treasury by 2025 and $1 billion in value by 2030, positioning itself as Southeast Asia's leading public Bitcoin treasury.

• Three main growth drivers: Bitcoin Treasury accumulation, blockchain-based AI-powered education platform, and the Genius City model for lifelong learning communities.

• Education business targets $20 million in revenue for 2025, with a focus on personalized, gamified, and blockchain-verified learning experiences.

• The Genius City initiative is expanding to 20 cities in 2025, aiming for 100 by 2030.

• GEMs (Genius Education Merits) are introduced as blockchain-based student credits, tradable for platform benefits and linked to Satoshis.

Financial performance and market positioning

• Market cap stands at $44.6 million, with a net asset value of $54.6 million as of June 2024, and a Bitcoin-to-price ratio of 99%.

• If the rights offering is successful, market cap could rise to $90 million and Bitcoin holdings to $100 million, increasing the Bitcoin-to-price ratio to 111%.

• The company’s Bitcoin yield in Q4 2024 was 1,649%, and it has adopted this as a key performance indicator.

• Singapore’s 0% capital gains tax provides a tax advantage for Bitcoin Treasury gains.

• The company’s Bitcoin-to-price ratio is more than double the average of its peers.