Vision Finance

Vision Finance Modern financial services provider with focus on frontier markets. In the era when money spins the world knowing finance is essential.

You need to be on top of your money, your financing needs, and your strategy. Vision Finance will assist you with implementing your Vision, perhaps customizing it in order to optimize it with the availability of wide range of investment techniques and financing alternatives.

Another piece of great research by our VF Research TeamALLEGRO (ALE:PW)6M target price PLN55.36Current Price PLN30.76htt...
08/12/2025

Another piece of great research by our VF Research Team

ALLEGRO (ALE:PW)
6M target price PLN55.36
Current Price PLN30.76

https://drive.google.com/file/d/1YXxvKUNNiFsZa8-m_k0RSxlfQhxz_n1g/view?usp=drivesdk

Key Points:
- Allegro cementifies its position in Poland
- Allegro in good place to imprive its delivery services using own One Box network (same day delivery)
- Allegro's build up of own infrastructure indicates an upcoming full scale battle for the Polish parcel market, and potential interest in taking over InPost
- we expect the hostiities to resume after the Christmas Season

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https://www.linkedin.com/posts/vision-finance-uk_allegrocementifies-its-market-position-in-activity-7403772482320601088-YIsO?utm_source=share&utm_medium=member_android&rcm=ACoAAAB0zTAB_nBPFkwCUNHY4w4QDVtEDQ9rgqU

12/02/2022

FX UPDATE:

LONG: NOK, JPY
SHORT: HUF, PLN, CZK, RON

Target return: upto 100%.
Reason: private.

20/02/2021
17/02/2021

FROM BUTCOIN TO BITCOIN

Spot Price: US$ 52,348
Current Fair Value: US$ 305,233
End Fair Value: US$ 853,935

So we got this one completely wrong, since its inception putting Bitcoin FV at 0 (zero), justifying it by the fact that there can be no currency without F16s, something that seeing the latest US deficit is now more obvious than ever.

Except that Bitcoin is not a currency, but a store of value, and hence today, having done a fundamental analysis, we put a current Bitcoin FV at $305,233, and its expected end value is $853,935 (both @ 2020 prices).

Details of this latest VF analysis can be provided on request only.

TESLAlet me tell you what is happening.this is the war of gods. the silicon valley slave gods (jeff, larry, musk etc) vs...
10/12/2020

TESLA

let me tell you what is happening.

this is the war of gods. the silicon valley slave gods (jeff, larry, musk etc) vs New York capital gods (the jews).

this battle is on for nearly a year now, and took one year prior to prepare, with probable US government help to the Silicon Valley side, and in essence, it plans to bankrupt the jews by catching them on their greed.

generally no decent human being should ever short the work of another human being, but that war is mighty difficult to win without restricting borrow. the example of this war was of course Volkswagen Porsche play when jews lost their shirts by a killer queeze, but the Tesla battle took it to a whole new level.

here the plan is to play the market via buying OTM calls and be paid via Musk's pay package, ie 12 tranches worth USD60 billion. indeed the existence of that pay package is best evidence of what is happening, as no sane person without a war plan would ever agree to it.

now, I knew since July, Tesla shares being at 270, that their rise to 650 is inevitable (see attached). of course I shared this realization with all the world's finance based billionaires (the jews), who of course ignored me. I told them to at least absolutely not short the stock, as it's clear that the shorts are fuelling the enire run.

now, reaching 650 was easy. the problem of course starts now, as Musk and his buddies must keep it there for some time (6m average is needed, so 2m at 1,500 would be enough).

you are basically seeing every short player jew on Earth piling in, and imho Musk alone is to weak to fight them, BUT, it is possible and watching the show today even likely, that Musk got help from his silicon valley buddies, who also hate the jews (even though some of them are the Jews... as my definition of jews is not religion based). lets be clear again that I agree 100% that anyone who shorts someone else's work and effort is a scum bag , but world is not so easy.

two days ago, at 649 close I rewrote to the NY billionaires telling them to exit 100% of the trade, but again NOT to short Tesla, or any company ever again. the next day market opened up, but collapsed immediately. today however, after collapsing once again, with unprecedented volumes it rebounded, indicating to me that Musk is fighting, and not alone. plus my account on Yahoo Finance stopped working, so they know that I know, but even though I am not on the jew payroll, I am not on the silicon valley payroll either, hence I will spill the beans here, though nobody will of course now notice still, I want them to know that I know, so maybe next time I can take part on either side.

therefore watch the volumes, as this battle is trully epic and with global consequences, and is entering a climax. its Hollywood live.

enjoy. :)

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1 oz:  1769 USD1/2 oz:  935 USD
06/06/2020

1 oz: 1769 USD
1/2 oz: 935 USD

"THIS IS A STOCK EXCHANGE. THERE IS NO MONEY YOU CAN STEAL.""REALLY?  THEN WHY ARE YOU PEOPLE HERE?"https://youtu.be/BAj...
28/04/2020

"THIS IS A STOCK EXCHANGE. THERE IS NO MONEY YOU CAN STEAL."

"REALLY? THEN WHY ARE YOU PEOPLE HERE?"

https://youtu.be/BAjEW2zgs_o?t=81

Last week's oil futures moves, which on paper might appear like a coronavirus caused black swan event, is in reality a massive ponzi scheme, in which thousands of stupid retail investors in the oil ETF (USO) had nearly two billion USD of their wealth wiped out (ie nearly all of it), as the instrument was on purose ill designed, and ill designed so well, that it even enabled the arbitrageurs to create-to-lend it, all in order to increase the speed of its collapse.

Very, very impressive. Congratulations to USCF.

bane leads a hit on the stock exchange and escapes

30/10/2019

CLIENT CONCENTRATION RISK

One of the frequently overlooked business risks is concentration of clients. Lately it came to our attention, that the risk does not solely come from that supplier - client relationship, as it could be optimal to both sides, but from the very existence of the risk itself. We are confident that there are various investment funds of which sole focus is identification and mechanical exploitation of client concentration risks. We hence outline the concept here.

These corporate raiders will do everything in their power, often significant power linked to the focused client, financiers and regulators, to at least temporarily disrupt the supplier- client relationship, and hence the supplier business model, and these raiders are doing this process slowly, like for instance by forcing short extensions to received payments from first 30 days to 45 days, to 60 days, to 75 days, and then to 90 days, milking the target and its owners of capital reserves, while at the same time proposing factoring financing, and thus slowly suffocating the target company to its downfall, which like an organism, once fails, fails completely and can be then taken over for a fraction of its real value,subsequently easily restructured and sold off.

Naturally this note does not focus on the ethical issues of such corporate raiding, but merely confirms its institutional existence, including a somewhat ahead of its times statement, that all risks are self fulfilling prophecies, as even though someone managing these risks might feel they have them under control, others will see them as opportunities to exploit, making these risks rationally unmanageable.

This note of course requires further investigation into setting marginal client % concentration levels, with the rule of the thumb suggesting 20% / 33.3% / 50% / 66.6% levels, which would naturally also be linked to the industry margins. The company that we recently saw being targeted, destroyed and taken over had 70% single client concentration, with 2% margin levels, what ended with a billion dollar revenue company simply being torn apart in less than six months and in a very coordinated process, ultimately being acquired for secured debt only. The equity holders and unsecured debt holders lost everything, as they were not aware of the fact that this corporate raid was orchiestrated.

Watch our fb page for more updates on this interesting topic.

10/10/2018

CORPORATE ANNOUNCEMENT: VF TO TAKE OVER GS

today we have conducted a triple checkmate* on our greatest competitor and archrival Goldman Sachs.

with time we will leverage on that to impose on them unsustainable losses, with aim of taking them over and immediately replacing their brand with that of ours. we will do that as a tribute to the last hero of finance, Mr Wall Street, Mr Sidney Weinberg.

this operation was part of our operation that since 1st of September 2018AD has also claimed the lives of all 53 of the Earth's finance USD billionaires.

congratulations to all those involved.



*max possible checkmate in chess is sixfold

JACHYMOV or SHELLS ?It is widely believed that the silver mining town of Jachymov (Czechia) is a source of many of the w...
25/09/2018

JACHYMOV or SHELLS ?

It is widely believed that the silver mining town of Jachymov (Czechia) is a source of many of the world currency names (tallar, lions (leu) and dollar).

The logic is as follows. Germans called Jachymov Joachimsthal, and the silver coins mined and smelted there were called Joachimsthaler Coins, or Thalers for short, which via the Dutch daler is the origin of the English word "dollar".

Possible. However, there could be another explanation.

On every continent, in many coastal countries the legal tender was shells, and mainly cowry shells. Groupped together in the necklace of 20 or 50 they formed a collar, or a "dollar".

For instance in the landlocked Kingdom of Bornu (northern Nigeria today), as late as late 19th century, the King's revenue was estimated at 30,000,000 shells, with every adult male being required to pay annually 1,000 shells for himself, 1,000 shells for every pack-ox, and 2,000 shells for every slave in his possession... ie respectively the tax of 20, 20 and 40 collars.

Its ironic to think that the name of the world's most powerful currency, the dollar, comes from the main slave trade currency, the seashell collar.

Enjoy your day. On the picture, the Dollar (chocker version).

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