CMRC Commerce.com Inc. - Ordinary Shares Series 1

$CMRC Ever since they placed Uruguayans on stage at their 'Commerce Live' trade show, posing as Americans, with phony 'mail drop' USA addresses, with no Actual Americans, and no Actual USA Business Presence, the share price has declined by 65%, wiping out over $112MM+ in market cap. The current management's devotion to their #uruguayfunnel strategy has destroyed their ability to market inside the United States, their most critical market. The irony is that the company, after retaliating and harrasing their American, US_based Veteran-owned partner agencies and affiliates, was investigated by the EU GDPR and the Canadian, Mexican and Uruguayan regulatory authorities. #firesharongee #FTC #SEC #HIPAA #HHS #PIPEDA $SHOP $RZLV $ORCL

$CMRC $RZLV Look at this guy trying to scam others into holding his bags for him. I know they're heavy but it's so dishonest to drag others down with you. For shame! 🤣🤣

$CMRC What American SMB wants to be sent to South American COMMUNISTS for a web site? None that I know...move the company back to Australia and go broke there. $RZLV #uruguayfunnel

$CMRC You literally cannot make this up. 🎪 While Travis Hess & Board Chair Siminoff slash full-year revenue guidance $18M, burn through $26M in cash just to execute mass layoffs, and purge executive leadership—Chief Security Officer (CISO) Dan Holden terminated—what is "Commerce" actually spending shareholder money on? Pouring company cash into Caesars Palace penthouses, "ostrich feathers," & midcentury jazz parties at SuiteWorld with uruguayans posing as Americans 🍸🪶 Let’s lay it right at leadership's door: * Domestic US revenue in freefall (-1% YoY) * 2028 debt maturity ticking like a time bomb ($150M+ net senior notes with a $2 stock) * International data routing & certUY regulatory heat knocking at the door Instead of fixing the product engine, paying off debt, or honoring certified ARCO notices from the veteran-owned partners who built their original NetSuite rails, they party in Vegas with offshore agencies while the core business burns #uruguayfunnel

$CMRC Y'all are going to get boned - hard, after the earnings call next week. Don't say I didn't warn ya. Zero growth company.

$CMRC valuation assumptions no net debt $100M - $150M nol value $35M fcf plus $75M savings announced gateway new monetization model options / nee services agentic future $ / % toll $36B gmv growing 14% yoy sticky agentic infrastructure competitors who have proven monetization above 3% sale optionality to a strategic who can monetize above 3% today - and far more post agentic : worth over $5B at gmv today not considering gmv growth gmv that will explode post agentic $5B in pv invested thus far in cmrc (sunk cost / theoretical replacement cost) cmrc is worth $5B all day long from every angle $10B olus post agentic

$CMRC ask any major ai to value cmrc then ask to value as if you were PayPal or stripe or shop or google or amazon or ai lab each has different reasons to buy : gate, data, defense, future agentic monetization, realization the world looks different for ads post agentic - and the list goes on cmrc does not have to sell - as they have no net debt but if they did there would be a line of competing suitors

$CMRC imagine the agentic options for cmrc they are manifold for merchants optimizing ads, commissions and more for ai data subscriptions for b2b style purchasing / different than b2c cmrc will be a major infrastructure hub for agentic commerce its the most under rated under valued asset in e-commerce and all of tech / if cmrc management cant take it to promised land they can sell it to a major who can for a mountain of cash

$CMRC Q3 '26 Earnings Results & Recap Commerce.coms quarterly revenue, margins, earnings, and operating metrics cannot be summarized because the supplied materials identify a 10-Q filing but provide no filing content for review.

$CMRC Wonder what that great philosopher, iVeee, thinks about this ‘Zombie Stock’ now?? She’s the FN joke of the day