Oct. 3 at 12:54 PM
$BANL $IOTR CBL–iO3: Undervaluation in Plain Sight
As the iO3 EGM approaches, let’s anchor the numbers in fundamentals.
CBL International (BANL): Currently valued at ~
$20M. Based on sector peers and modeled 2027–2030 fundamentals, fair value sits in the
$350–500M range.
iO3 (IOTR): Trading near ~
$10M today. On projected revenue growth and operating leverage into 2027–2030, fair value is
$150–300M.
📊 As the charts below demonstrate (based on detailed fundamental analyses in our research articles) BANL & IOTR carry a
$20M and
$10M market cap, respectively. Yet by 2030, combined fair value sits in the
$500–750M range.
Whether an M&A is imminent or not, what’s indisputable is the undervaluation. Suppression through thin floats and engineered liquidity may mute prices today, but the fundamentals tell a different story. Unlike recent communications from CBL leadership, iO3 has never addressed this valuation gap.
👉 Suppression doesn’t last forever. When it breaks, it tends to break fast.
