Autculc Llneras

I stream and make YouTube videos

[Autculc Llneras @U_VAMP]

@FortniteGame why put the event as the same time as the Xbox tournament for eastern servers

[Autculc Llneras @U_VAMP]

@Zyrox0x CA

[Autculc Llneras @U_VAMP]

@Zyrox0x Ca

[Autculc Llneras @U_VAMP]

@alc2022 https://t.co/Z4eQBO8lb0

[Autculc Llneras @U_VAMP]

@alc2022 https://t.co/IDvy9xW2b8

[Autculc Llneras @U_VAMP]

@alc2022 https://t.co/Z4eQBO8lb0

[Autculc Llneras @U_VAMP]

@alc2022 https://t.co/IDvy9xW2b8

[Autculc Llneras @U_VAMP]

@alc2022 https://t.co/Z4eQBO8lb0

[Autculc Llneras @U_VAMP]

@alc2022 https://t.co/IDvy9xW2b8

[Autculc Llneras @U_VAMP]

@alc2022 https://t.co/Z4eQBO8lb0

[Dr. FrosT 🐂 @drfrostcrypto]

🚨ALTCOINS

Guncel Altsezon projeksiyonu:

1. Agustos - Eylul ortasi (Ilk tepe olusumu)
2. Eylul ortasi - Ekim (2-3 haftalik duzeltme)
3. Ekim - Kasim (En sert ve son yukselisler)

ℹ️Altsezonlar ortalama 30-45 gun surmekte.

[Sui @SuiNetwork]

Sui is building the rails for the machine economy.

Join us at Sui Basecamp 2026 to see how.

Singapore, Oct 7-8.

[days @Dayscd]

Voldemort in the bedroom the way i Potter even when it’s Harry. Dumbledore.

[100T Nadeshot @Nadeshot]

My daughter is going to be 3 in December. My wife makes sure her screen time is non existent, which I love, but we’ve let her watch Frozen on a few movie nights. She loves it. She’s been obsessed. I’m bout to float Toy Story out there. Over/under she adores it?

[FearBuck @FearedBuck]

LeBron James is reportedly planning to live in New York City and commute to Philadelphia by helicopter every day

[Nashville Tennessee @visitmusiccity]

Did you know that on the first Wednesday of every month, visitors get FREE admission to the #NationalMuseumofAfricanAmericanMusic? 👀 ✨ Mark your calendars and get ready to explore music history in Nashville at no cost! 📆 🎟️
https://t.co/pUazC6d6ts

[BNB Chain @BNBCHAIN]

Fill up all you want, the meter stays at zero until July 31.

Zero fees when using USDC, USD1 and U on BNB Chain until July 31.

Learn more below 👇
https://t.co/p7puHtd6Jo

[Vast @vast]

Vast was featured on @FoxNews’ primetime show @myviewfnc. CEO @MaxHaot and Founder @jedmccaleb hosted @laraleatrump at our Long Beach HQ, sharing a look at how we’re building Haven-1, scheduled to be the world’s first commercial space station and America’s next space station.

[Dividendology @dividendology]

The majority of retail investors still have no idea what to look for when it comes to dividend sustainability, and this is evident when looking at comments surrounding $PEP.

This ultimately stems from not understanding capital allocation.

As a reminder, management generally has five options for allocating free cash flow:

1. Reinvest in the existing business
2. Complete mergers and acquisitions
3. Pay down debt
4. Repurchase shares
5. Pay dividends

In other words, if a stock has a free cash flow payout ratio of 100%, then it’s using all of its capital to pay out dividends, leaving no capital to reinvest, buyback shares, or pay down debt.

So how has Pepsi’s FCF payout ratio evolved over the last few years? (see pic)

Pepsi is using all of it’s free cash flow to payout dividends.

There’s a few obvious issues with this.

For one, the company completed last year a nearly $2B acquisition of the Poppi brand.

The only way this type of move could have been made was through a weakening balance sheet, since the company could not use free cash flow to make this move.

Secondly, the company recently issued their 2026 guidance. Here’s what they said to expect:

1. Organic revenue to increase between 2 and 4 percent
2. A free cash flow conversion ratio of at least 80 percent
3. Total cash returns to shareholders of approximately $8.9 billion, comprised of dividends of $7.9 billion and share repurchases of $1.0 billion.

Let’s dissect this a bit further.

Revenue growth is not likely to be above the rate of inflation, and will most likely not come in at 4%, which is the rate they just increased their dividend.

This lack of revenue growth can be made up for if margins are expanding, but Pepsi has guided towards a free cash flow conversion ratio of 80%.

This is down from 93% the previous year.

So revenue is stagnating, while margins are declining.

Despite this, they are paying out $7.9 billion in dividends in 2026, despite the fact free cash flow will very likely not cover this.

This type of capital allocation is simply not sustainable at current levels.

Pepsi’s balance sheet will continue to suffer as they take on more debt to fund their capital allocation priorities.

This is a very similar road that 3M went down.

This doesn’t mean dividend cut in 2026, or even in the next few years.

It does mean if something doesn’t change, the company will continue to get fundamentally weaker, which over time leads to a dividend cut.

[Boeing UK @BoeingUK]

Exclusive: photos of the UK's first H-47 Extended Range Chinook at our factory in Philadelphia.

With 14 on order, the @RoyalAirForce will be the first international operator of a Block II Chinook, helping the UK fly farther and carry more in support of its missions.