Money4Nothing 🇮🇱🇺🇸

Software engineer turned CPA, turned Harvard MBA, turned value investor, turned to making money in markets in whatever way that WORKS. 🇮🇱🇺🇸

[Money4Nothing 🇮🇱🇺🇸 @DeepValuePlay]

@broheim777

[Money4Nothing 🇮🇱🇺🇸 @DeepValuePlay]

@BetterIRR I wouldn’t say “cash rich” - they would need more cash soon. Hopefully mining sale will provide that.

I would also point to the new board with actual funds appointees as a huge positive.

[Money4Nothing 🇮🇱🇺🇸 @DeepValuePlay]

@BetterIRR @AbdrazakAlmas The mining sale is also a small catalyst for 2026

[Whirly @whirlybard]

More insider buying at $LODE. I am sensing a pattern here.

As they say, there are lots of reasons why insiders sell, but only one for why they buy.

[Money4Nothing 🇮🇱🇺🇸 @DeepValuePlay]

@BetterIRR Where is the video?

[Money4Nothing 🇮🇱🇺🇸 @DeepValuePlay]

@Lars57360069 That is very much true, but getting mining sold quickly may save us significant dilution until recycling produces real FCF.

[Money4Nothing 🇮🇱🇺🇸 @DeepValuePlay]

$LODE I just watched the annual meeting recording and I have to say I’m pretty bullish!

Some upcoming catalysts are the Mining asset sale expected in Q3, and most importantly we would probably soon (a month or so) receive updates on [1/3]

https://t.co/N7eZYsSq31

[Money4Nothing 🇮🇱🇺🇸 @DeepValuePlay]

@ZehaviAmit @DyrWrn @Qa5679 בסופו של דבר שוק ההון זה היצע וביקוש - מה יגרום לאנשים לרצות לקנות את החברה הזאת בשביל שתיסחר לפי מכפיל שקרוב יותר לחברת defense?

[Money4Nothing 🇮🇱🇺🇸 @DeepValuePlay]

$LODE I don’t think they need to dilute again, EVER. They will get $50M from mining soon, and then the SSOF sale. Just a single plant earning $50M/y at a 20x is worth $1B - I think the stock doubles or triples within a year. [3/3]

[Money4Nothing 🇮🇱🇺🇸 @DeepValuePlay]

$LODE the metals facility being completed and starting to work continuously. Eventually (my guess is within a year but could be sooner) we should sell SSOF and receive $200M (maybe more). If they manage it correctly (with the new board members I have much more confidence) [2/3]

[Money4Nothing 🇮🇱🇺🇸 @DeepValuePlay]

@Forest96SGX זה לא יעלה מאות אלפי שקלים. זה יעלה עשרות אלפי שקלים. בעלות של 3 משכורות בערך תקבל רובוט שיוכל לעשות הכל. עסקים לא ידעו שובע מהמוצר הזה, וגם משקי הבית.

[Money4Nothing 🇮🇱🇺🇸 @DeepValuePlay]

@NestBetter @Canadada5 @Valuehunte @MicroCapClub That is one approach. My experience is that it’s hard to have more than 10 great ideas, and even if you have more it probably makes sense to concentrate on the best ones.

But hey - everyone has their own approach that works for them.

[Money4Nothing 🇮🇱🇺🇸 @DeepValuePlay]

@BeenThereCap @bgurley Actually, foreign resistance flourishes when there is strong local resistance to influence.

[Money4Nothing 🇮🇱🇺🇸 @DeepValuePlay]

@NestBetter @Canadada5 @Valuehunte @MicroCapClub You’re probably right - I researched PLAS yesterday. Certainly interesting, but I’m looking to bet 10% of my portfolio, otherwise the lack of impact isn’t worth my attention. Couldn’t get confident enough yet to pull the trigger.

[Money4Nothing 🇮🇱🇺🇸 @DeepValuePlay]

@Forest96SGX @goidelg מה המהלך הבא אחרי Dell?

[Money4Nothing 🇮🇱🇺🇸 @DeepValuePlay]

@broheim777 I hear you and don’t disagree. What do you think the timeline for mining and SSF monetization is?

[Money4Nothing 🇮🇱🇺🇸 @DeepValuePlay]

@broheim777 I’ll watch the replay.
What are they saying?

[Money4Nothing 🇮🇱🇺🇸 @DeepValuePlay]

@BeenThereCap Why is it such a great risk reward at current pricing?

[Hillel Fuld @HilzFuld]

Israel leads the world in innovation.
Israel leads the world in medicine.
Israel leads the world in cancer research.

But there are some things that Israel is REALLY bad at.

Let’s check out some of those things.

So, Israel sucks at…

[Money4Nothing 🇮🇱🇺🇸 @DeepValuePlay]

@NestBetter @babykswanson I thought it is “up to 50M”, no? What is the timeline?

Also they have a lot of cash so the EV doesn’t reflect the share price or the potential upside.

Finally, aren’t they burning cash as we wait?