unlevered fcf

[unlevered fcf @onlyfinance99]

@James56487175 @AleSimo19 You can share it, we promise we won't jump on it like hungry dogs 🫱🏼‍🫲🏽🫱🏼‍🫲🏽

[unlevered fcf @onlyfinance99]

@GPs_capital_ @AkibaLeisman Well this did not age well lmao

[unlevered fcf @onlyfinance99]

@LoneyZachariah @ben90357282 Indeed, for me this is no way near the true value of the company. Obv there are some risk, but they seem limited and if they get passed these, price should 5x

[unlevered fcf @onlyfinance99]

@GPs_capital_ I bought very early, but the way mgmt handled the portugal situation makes me doubt to sell...

[unlevered fcf @onlyfinance99]

@Henrik115 Was just thinking about this one, currently holding MAI but keen on hearing your opinion on your fav between MAI and MAKO. Have been doubting to swap for couple of weeks now

[unlevered fcf @onlyfinance99]

@LoneyZachariah @Henrik115 Atm 8% of my portfolio, initial buy at 0.24 and scaled at 0.35. Tempting to scale even more tbh.

[unlevered fcf @onlyfinance99]

@LoneyZachariah @Henrik115 Sounds good - perfect build up for massive gains.

[Keyser Soze @James56487175]

$DBG.V / $DBLVF new assays:
✅ Holes w/ LONG above cutoff intervals of 693 m, 531 m, 427 m, 444 m & 530 m starting SHALLOW at 6-18 m deep
✅ Adds ~150+ meters below existing 2.7 billion ton pit shell.
✅ Elevated gold/Sc grades
✅ 7 new holes likely added ~$500 m to NPV (>MC)

[unlevered fcf @onlyfinance99]

@Henrik115 @Mrnikky84 Been doing the same, CERT.v feels expensive atm in my portfolio.

[unlevered fcf @onlyfinance99]

@Toto67397043 @James56487175 @michaelhoos_97 @Regadenoson It takes time and costs money, if they can sell now for a good price they will do instead of in 3 years

[unlevered fcf @onlyfinance99]

@James56487175 Probably multiple bids are already in, THIS is the only way inefficient markets will recognize this value and then the asset is gone.

[unlevered fcf @onlyfinance99]

@James56487175 Tbh im not even counting anymore in markets reducing the discount. Large caps are generating massive FCF which will be used to invest, ibank has been appointed. Wish i were working on that sale process ... epic bidding ware 100% guaranteed!

[unlevered fcf @onlyfinance99]

@James56487175 You have to admit, she has skills bc it was not easy getting negative returns during the last 5 years of basically free money where thinking was not requird

[The Kobeissi Letter @KobeissiLetter]

It's official.

MicroStrategy, $MSTR, is now facing its biggest unrealized loss in history, at -$10.8 billion.

In other words, after 6 years of buying Bitcoin, the company is now down -17% on its position.

By comparison, the S&P 500 is up +116% over this same timeframe.

Since MicroStrategy sold 32 Bitcoin at $77,135 per coin, their positions has lost -$11.8 billion in value.

This puts MicroStrategy's stock, $MSTR, down -77% since its record high.

Bear market is an understatement.

[unlevered fcf @onlyfinance99]

@James56487175 @CountDataLove If you see this type of shit, you know youre in a bubble as likely loss is going x100 as well

[unlevered fcf @onlyfinance99]

@James56487175 This is going to be a great short... im cautious that markets can stay irrational for long, but this will break soon.

[unlevered fcf @onlyfinance99]

@James56487175 @daddyoshidoodle @nafearch @Regadenoson Fair - only only not sure whether a keo nasdaq listing would then still be an option

[unlevered fcf @onlyfinance99]

@James56487175 @daddyoshidoodle @nafearch @Regadenoson Exited at peak, but indeed interesting again. I do however think mgmt misses clear strategy, yesterday press release that they want to list its energy division in the US... while months ago they seemed to have a sole focus ln fintech. I know have the ven oil stake now but still..

[unlevered fcf @onlyfinance99]

@D438558409 How do you typically deal with scaling of such opportunities? DBG has grown so large in my portfolio, and i still feel the urge to add (even after runs like today)... good to have your views :).