The London Banker

Anecdotes are for fools. Beat the noise.

[The London Banker @LondonBanker]

Tweets are own opinion, not investment advice. Always do your own due dili.

[The London Banker @LondonBanker]

@AmericaPapaBear Pretty sure this is @Pavegen, a UK company.

They have also added an element of solar generation to their tiles.

Amazing tech.

[The London Banker @LondonBanker]

Given the news around $CRWD, does anyone know how cyber/IT insurance works or relates to this news?

[The London Banker @LondonBanker]

@nmasc_ @steph_palazzolo For those without Information subs (sorry), can you let us know if the article mentions why the shares were authorised at such a steep discount?

[The London Banker @LondonBanker]

@StockJabber @BearCaveEmail When reversal?

[The London Banker @LondonBanker]

@ZeeContratian What was your avg entry price? Can this still 3x from current levels?

[The London Banker @LondonBanker]

@Pharmdca Do you have a medium/long term PT for this?

[The London Banker @LondonBanker]

@bankingslut Body count still < 2024 cuts...

[The London Banker @LondonBanker]

@Blackmike313 This isn't true... they missed rev and EPS - only beat on EBITDA...

[The London Banker @LondonBanker]

@zerohedge I hear we have the same escort booked... you will love Svetlana 🍑

[The London Banker @LondonBanker]

@chamath Hi Chamath,

Your aforemwntioned trends appear to be manifesting themselves in London as well.

But a side thought - with GPs beginning to prioritise DPI, do you think third party secondary firms are now in a better position to negotiate lower entry prices?

[The London Banker @LondonBanker]

@InternetH0F Bad decisions lead to good stories

[The London Banker @LondonBanker]

@StockJabber Do not give them the fish, teach them how to use a rod.

[Hindenburg Research @HindenburgRes]

NEW FROM US:

Icahn Enterprises—The Corporate Raider Throwing Stones From His Own Glass House

https://t.co/ju6JGehKMt $IEP

(1/n)

[The London Banker @LondonBanker]

Sell before May and go away.
Come back in June and get that poon 💵

[zerohedge @zerohedge]

Energy, metals & mining EBITDA is now more than all other sectors combined

[The London Banker @LondonBanker]

@ZeContrarian7 And more…

[The London Banker @LondonBanker]

@ZeContrarian7 How far can it go in your opinion?

[Financial Times @FT]

The real future of the metaverse is not for consumers https://t.co/mgoQJT8CQF | opinion

[The London Banker @LondonBanker]

@PIMCO From May 3rd....? Do you have the 2022 link please?

[The London Banker @LondonBanker]

@NoahP_2 @Pharmdca I understand, and agree with, the qualitative analysis, but why do you put the 1bln price tag on it? Also, with a float of c. 26mln shares, a 1bln buyout gives a price of c. 38 - correct me if I’m incorrect.