Codeifai (ASX:CDE): This company just hired this AI pioneer to its advisory board and investors are excited

Once known as YPB Group, Codeifai (ASX:CDE) caught the attention of investors yesterday over news it hired a ‘Former Nvidia AI Pioneer to [its] Advisory Panel’. And this came just 3 weeks after news it was buying a quantum platform enabling encrypted payments, file sharing and communications. It all sounds exciting, doesn’t it? Let’s dig deeper.

A risky business

ASX small and microcaps are a risky business. Every company will tell you it has a magnificent market opportunity and experienced management. But so many fail in their execution for a variety of reasons, one sometimes being that they were ‘vibe investments’. By that we mean hot trends – trends that even if they were legitimate trends and business opportunities, ASX microcaps would be several years away from making any money from them.

But we know that the AI trend is real and quantum is too. Even if some companies may be overstating the benefit they will derive, we know that there will be some winners here.

A new lease of life

Codeifai (then known as YPB) spent several years in blockchain technology but made little progress. But it changed its name to Codeifai and pursued AI opportunities. The company built a business to build and use QR codes, building on some of the things it learned as YPB. The aim was to provide authentication, supply chain transparency, customer engagement and data verification.

But in early July 2025, everything the company announced it was buying a QuantumAI Secure platform owned by Canadian company Credissential. It is a platform enabling AI-driven quantum-secured payments, file transfers and communications. The platform was not just good because it used quantum technology and used agentic AI, but it could detect and identify threats in real-time by using Post-Quantum Cryptography (PQC). And the price? Up to A$1.3m.

A ‘Nvidia AI Pioneer’ joins the advisory panel

It had only been 3 weeks since the acquisition was announced, but there was more good news yesterday. The company announced it had hired Rafael Possas to its Advisory Board.

And who is he? He is an industry pioneer with a resume including helping the development of Amazon’s Alexa, serving as Principal Data Scientist at AWS partner Intellify and a stint at Nvidia advancing robotic stimiulation and model deployment. He currently is Principal Machine Learning Engineer at Canva.

Possas is now one of four members on the advisory board with other members including:

• Toni Timonen, a Member of the Technical Team at OpenAI
• Helen Chen, Head of Product Strategy at WhatsApp and
• Marcel Theiss, Binance Country Lead (Germany, Austria and Switzerland.

Now these individual are not on the board of directors or the company’s executive team, but Codeifai claims they will work with the executive team to guide the company through this next phase.

‘Their decision to join Codeifai’s panel serves as a strong endorsement of the significant market opportunity and the urgency for secure, quantum-resistant solutions,’ the company said.

Our view

No company will tell you a hire to their board of directors or advisory board is anything other than ‘experienced’, but not all will come such such a name on their CV like Nvidia. This is what investors want to see and this explains why shares re-rated yesterday. The only thing better could’ve been if Possas bought shares in the company as part of joining.

He has been issued 800,000 options if that is anything but the lowest exercise price of $0.15 and they will expire 12 months from issue (they’ll vest on his 6 month anniversary). We’d say the odds are long, even if not impossible.

The bottom line here, and the reason why shares re-rated, is that after a few years of uncertainty as to if the company was going anywhere, it now looks like the company has a chance at the very least.

But of course, execution will be the key from hereon in.

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