TickerTalks
Browse all tickers →
TickerTalks›$SLMT
SLSLMT

Brera Holdings PLC

$SLMT·$56M·Asset Management - Cryptocurrency·Financial Services
$5.08-5.8%YTD-71.9%1Y-92.8%
Mentions · last 7 days
2026-07-09: 1 posts2026-07-10: 1 posts2026-07-11: 1 posts2026-07-12: 1 posts2026-07-13: 14 posts2026-07-14: 11 posts2026-07-15: 2 posts31+61%
Price updated 7m ago·X counts updated 2d ago
SLSLMT
$SLMTBrera Holdings PLC
$5.08-5.75%31 posts+61%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $SLMT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storySelling offAI verdict · as of 2026-07-17

Falling on heavy selling — points lower unless it turns around.

SLMT at 0.2% of range on a specific 93% twelve-month drawdown — the specific crypto-asset-management story is broken.

SLMT is a specific crypto-asset-management company whose whole equity value has been eroded through a specific 93% twelve-month drawdown. The stock is at 0.2% of its 52-week range with the tape in continuous distribution.

Where the picture reads:

  • The economics are broken: 4% gross margin at -68% operating margin, -22% FCF yield, and -202% ROIC — meaning the underlying business is in a specific existential unit-economics gap.
  • The tape is in extreme collapse: sitting 3% below the 50-day but 85% below the 200-day at 0.2% of the 52-week range with volume 63% below average — the specific pattern of a stock the market has largely stopped participating in.
  • The specific PS ratio is decisive: 11x TTM sales at negative operating margins means the equity is priced on the specific commercial-conversion arriving — meaning specific fresh capital-raise or transaction needed.
  • The sentiment corpus is empty for this ticker — meaning there's no discretionary read from social flow, and the equity signal has to come entirely from operational disclosure.

What restarts a leg is a specific commercial-revenue event or a strategic transaction. What continues the collapse is another quarter of current unit economics with continued cash burn.

What to watch: Any specific commercial-revenue event, strategic transaction, or cash-runway update. A specific commercial event restarts a leg; another quarter of current burn continues the collapse.

Read the AI verdict + X sentiment for $SLMT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Operator of professional football clubs including Brera FC; also manages player transfers, commercial sponsorships, and football academies.

Industry overviewAI analysisGenerated by AI from underlying data

Where Asset Management - Cryptocurrency sits in its cycle right now — and what that implies for $SLMT.

Asset Management - Cryptocurrency · Financial Services

No material change from last week — CleanSpark's renewable-powered mining is outperforming the stock market, confirming sustainable Bitcoin mining as a premium asset.

Industry benchmark

4-name peer basket
+21.8%YTD
+0.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-202%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-67.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-21.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
11.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-494%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
4.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$4.2M+298.0%0.0%-7088%$-45.30$-7.7M
Q2 FY25$255K+225.7%73.7%-1474%$-0.22$-2.9M
Q4 FY24$1.3M+4480.0%70.2%-187%$-0.46$-1.7M
Q2 FY24$496K+261.1%85.7%-563%$-0.69$-1.7M

Forward consensus

1-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$15.2M$15.2M – $15.2M$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.0%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-84.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 3.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.205-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMay 21Ron SadeCEO1.1M sh$5.7MBuyMay 21Maimon Keren KalimaDirector1.1M sh$5.7M
+ 1 other (1 inthemoney) in window

See when $SLMT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentJun 24SC 13D/A
AI summary

Brera Holdings PLC (SLMT) — SC 13D/A (Amendment 5) by RBCH Ltd (Cayman Islands) reporting 2,222,222 Class B shares representing approximately 22.74% of Brera Holdings, held with sole voting and dispositive power. Informational — routine amendment updating RBCH's large-holder position in the Italian soccer club holding company; no new transaction reported.

3New insider — initial holdingsMay 293
AI summary

Brera Holdings PLC (SLMT) — Form 3 initial ownership for Keren Kalima Maimon (Director), reporting 187,868 Class B shares directly held plus 2,777 RSUs. Administrative — routine director initial-ownership disclosure; the 187,868 shares represent a meaningful direct stake relative to Brera's small share count.

SC 13DActivist position (5%+)May 29SC 13D
AI summary

Brera Holdings PLC (SLMT) — SC 13D initial filing by Ron Sade (Portugal) reporting 1,340,646 Class B shares representing approximately 12.5% of Brera Holdings, as of May 21, 2026. Material — new 5%+ holder crossing the 13D disclosure threshold at 12.5%; concentration among a small circle of large shareholders in this Italian soccer holding company.

SC 13DActivist position (5%+)May 29SC 13D
AI summary

Brera Holdings PLC (SLMT) — SC 13D initial filing by Keren Maimon (Israel) reporting 1,336,868 Class B shares representing approximately 12.5% of Brera Holdings as of May 21, 2026. Material — 12.5% stake crossing the 13D threshold; Maimon is also a director per concurrent Form 3, making this both a large-holder and insider disclosure.

SC 13D/AActivist amendmentMay 28SC 13D/A
AI summary

Brera Holdings PLC (SLMT) — SC 13D/A (Amendment 4) by RBCH Ltd (Cayman Islands) reporting 2,222,222 Class B shares (approximately 22.74%) as of an earlier amendment date. Informational — earlier version of RBCH's 13D/A series tracking its 22.74% concentrated stake in Brera Holdings.

424B5Prospectus supplement (offering)May 21424B5
AI summary

Brera Holdings PLC (SLMT) — 424B5 prospectus supplement selling 2,298,000 Class B shares at $4.97 each to accredited investors, generating approximately $11.42 million in proceeds. No underwriter; issued directly under an F-3 shelf (below the $75M public float threshold). Material — direct share offering of ~$11.4M with no underwriter; dilutive for existing SLMT holders; F-3 eligibility reflects the company's small-cap status.

SC 13D/AActivist amendmentApr 7SC 13D/A
3New insider — initial holdingsApr 23
+ 43 other (25 6-Ks · 7 3s · 5 13Gs · 1 F-3) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Letter to Shareholders of Brera Holdings PLC (NASDAQ: SLMT) (d/b/a Solmate Infrastructure)gurufocus.com·18d agoLetter to Shareholders of Brera Holdings PLC (NASDAQ: SLMT) (d/b/a Solmate Infrastructure)businesswire.com·18d agoBrera Holdings Board Survives Re-Election Only After Counting Shares Issued to Itself in Contested RDO; External Shareholders Voted the Board Outglobenewswire.com·19d agoBrera Holdings PLC (d/b/a Solmate Infrastructure) Announces Results of 2026 Annual General Meeting; Shareholders Decisively Re-Elect All Company's Five Director Nominees by Wide Marginsbusinesswire.com·21d agoRBCH Ltd. Responds to Brera Holdings Statementglobenewswire.com·22d ago

More in Asset Management - Cryptocurrency

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$CLSK$HIVE$DGXX$CNCK
Voices on X · last 7 days

No standout posts about $SLMT on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport