Brink Capital

[Brink Capital @CapitalBrink]

@Zerosumgame33 What is your take on them choosing to run more RD instead of ramping up SAF volume due to them maximizing profits. With the premium abovr RD would have expected them trying to ramp SAF as fast as they can. Management mentioned in their call it has nothing to do with contracts

[Brink Capital @CapitalBrink]

@CrweWorld @Zerosumgame33 people completely missed this today. It deletes the debt overhang and gives the co time to let MRL print and then retire the debt if needed

[Brink Capital @CapitalBrink]

@biofuelslaw @grok is this positive for $CLMT?

[Brink Capital @CapitalBrink]

@OilandGibbs Thanks! Took a some tries but it works, really insightful conversation!

[Brink Capital @CapitalBrink]

@OilandGibbs @hevosenkeppi @Zerosumgame33 Is it just for me but the player on the second link doesn’t work. Is it only for terminal users?

[Brink Capital @CapitalBrink]

@CarbonAcumen @Zerosumgame33

[Brink Capital @CapitalBrink]

@mvcinvesting $PMET & $CLMT

[Brink Capital @CapitalBrink]

@Jon_Costello_ Any change I can buy this piece separately?

[Brink Capital @CapitalBrink]

@Zerosumgame33 What would be the best way to follow D4 rins?

[Brink Capital @CapitalBrink]

@mvcinvesting $CLMT interesting SAF play/ special sit

[Brink Capital @CapitalBrink]

@mentalmodelcap @Zerosumgame33 Could you share this source?

[Brink Capital @CapitalBrink]

@OBGInvestments Not funded yet, management/DoE were aiming for end of January funding phase 1. Quite sure a new administration can’t revoke their loan, might be delayed pay out

[Brink Capital @CapitalBrink]

@DarioCpx What are your expectations for $ARM tonight? Another orchestrated squeeze by SoftBank or the crash and burn to a more reasonable valuation?

[Brink Capital @CapitalBrink]

@DarioCpx Luckily that is one thing that SoftBank can’t gamma squeeze

[Brink Capital @CapitalBrink]

@KoertsNiels zouden jullie met stockwatch @PaulWeeteling eens kunnen laten kijken naar $ARM, naar mijn mening is dit een van de meest overgewaardeerde aandelen op de markt. Dat ook nog eens omhoog wordt gesqueezed doordat de float zo klein is (SoftBank bezit 90%)

[Brink Capital @CapitalBrink]

@brakeboosted How come that the McL is quicker than the RB in the 2nd/3rd stint, how does RB lose their advantage and see more tyre deg?

[Braden Dennis 📊 @BradoCapital]

The ChatGPT for Finance is out this week.

Is it perfect? No.
Is it amazingly powerful for an Epic V1 of this AI assistant? Yes.

More specific prompts = better results.
Early release tomorrow for those who RT this post.