@vytiscapital $VIVO have said they have had multiple offers. So it is entirely possible those offers include Crusoe, Core42 and others. Who they choose to pick is a different question.
@RoaringRagnar@TNorth@PunterJeff OMG they've spent 142 years worth in 11 months!! That's 0.43/years spend every day, so they run out of money in 67 days. They will run out of money on 25th Aug 2026!!! (how's that for FUD?)
@theYoungInv3str@qualtrim I have a 500+ day streak. Some of my family members are over 1000+ days. It has some niggles, but it's good overall and keeps getting better.
@TheLongInvest Not all of these companies did well: UNH: -38% since Nov 24. HIMS -51% since Nov 24. OSCR: +113% (good) AMD: (excellent) +300% NBIS? Incredible. +1618% since Nov 24. Imagine being bearish NBIS and bullish UNH/NVO that whole time.
@TacticzH Thanks. From SA I hold $MELI, $DLO, and $NU at 6.66 : 2: 1 ratio, with 5.8% total port exposure. I think the EM fintech sector is undervalued here. I have long time horizon.
@burlapDD@FabrizoRomando@Sir_Kory If the argument is that the rest of the LOI's don't matter (and I can get onboard with that to some degree) then value it at what is a done deal, which is this facility. It is still undervalued if you just count this single facilities existing EBITDA
@MMatters22596 I really like PEG as a metric in general, but it does break when growth gets above a certain point, so for the likes of ALAB, NBIS it's untrue. Forward PEG isn't any good either.
@burlapDD@FabrizoRomando@Sir_Kory What's not sticky about Mo i Rana site profit? The site is fully owned, fully built and fully operational, & currently tenanted (yes they want a higher paying tenant but it is still making $10M/year EBITDA).
@burlapDD@FabrizoRomando@Sir_Kory Sorry you experienced that drawdown. It is only in recent months, since closing the Norway site acquition that VIVO have become profitable. TEMB is still a drain on the business (until it gets split), but at least TEMB now have filled orders, which they couldnt do in 2023.
@StonkChris Yet AAOI even after this run trades at quite good forward multiples.
It is very similar to MU in that regard.
These are unprecedented times in terms of the speed of growth for these connectivity companies.
Is it risky buying at these levels? Yeah. Could it still go 3x higher? Yes