KM

[KM @oposkiller]

@ranchoimages @ValaisValue @CDe_Gasperis and they didnt know it was complex when they first indicated it will get commissioned in Q1, then Q2 then August?

[KM @oposkiller]

@ranchoimages @ValaisValue @CDe_Gasperis what more there is to say? he said August(and it was already delayed) week after month ended still no PR

[KM @oposkiller]

@KHolmer211 @ValaisValue @CDe_Gasperis nope, this would be material change they would be obligated to release ASAP, if there is no news means the delay

[KM @oposkiller]

@NomadCarnivore Im actually pretty sure that just ppl who sold/trimmed because of another missed deadline with solar recycle plant

[KM @oposkiller]

@Meditate_Run @outsanest @ChrisSstory @LucasSacerdote_ Tipping fee will depend on market, looking at it rn, i doubt it will be half of what they anticipate, but thats still a good return on each plant

[KM @oposkiller]

@sandy_slipper @quantsisco @NomadCarnivore yes but thats assuming they selled naked calls, which is a bold assumption. Is more likely that some of the institutions that own LODE would sell covered call

[KM @oposkiller]

@outsanest @ChrisSstory @LucasSacerdote_ thats fair, thanks for clarifying that

[KM @oposkiller]

@quantsisco @NomadCarnivore *buy, and thats not exactly true, they can and 100% are using options to protect themselfs and in such scenario where $LODE goes up they will cover using shares from call option. Assuming that the other party doesnt sell naked call they will cover without buying shares

[KM @oposkiller]

@NomadCarnivore Thats why i always engage in arguments like that and IDC if they are short or not, in the end if i lose money it will be because company didnt deliever not because someone took oposite position

[KM @oposkiller]

@NomadCarnivore I always like to focus on discussing what is wrong and what can go wrong rather than just patting each orher on the back. If you already taken a position you should regularly challenge yourself to think about the cons, the most important in investing is not losing money

[KM @oposkiller]

@outsanest @ChrisSstory @LucasSacerdote_ i think youre wrong in your earnings assumtion, with their guidance 1 plant runnning 100% would mean `80m revenue not profit or am I missing something here

[KM @oposkiller]

@peetothemufuwee @NomadCarnivore @GoldSilverHQ Additionally volume even when LODEs plant1 is up is bigger on solarcycle. They do have competition, and the competition is ahead. I am ivested in LODE i do think they can capture a significiant portion of the market but lets not be delusional

[KM @oposkiller]

@peetothemufuwee @NomadCarnivore @GoldSilverHQ whats the limitation of being PE? debt isnt really a limitation, and they are ahead of LODE in that they are already processing at scale. They can do most types of panels which basically means it doesnt matter, besides they can do other eqipment like inverters, also do repairs

[KM @oposkiller]

@NomadCarnivore @GoldSilverHQ there are competitors, as CDG himself said the issue is not the markewt but to capture it. Solarcycle already has 6 facilities, they are operational and they can get similar scale from one facility(although at hihger cost, but that doesnt mean hihger price for customer)

[KM @oposkiller]

@PanJaceks @KamilZamojc Piszesz tak jakby to było blado w skali roku, osobiście założyłem, że cena będzie płasko w tym roku i zamkniemy się w C/Z ~16, więc taki scenariusz dla mnie to błogosławieństwo, chociaż zachowawczo

[KM @oposkiller]

@Yomommasay not sure man, I think the tendency to underdeliever on anything is still there, here we are 26th, and CDG said in Q2 that plant will be commisioned in august, which is already 3nd timeline he gave us

[KM @oposkiller]

@LucasSacerdote_ We'll he said in q2 they will start continous operations in August and I'm not 100%sure if he'll keep that

[KM @oposkiller]

@NomadCarnivore @DonDurrett I just hope they won't drag this time. It was supposed to be commissioned this month 24th no info on that and I'm starting to worry that it was another empty promise from cdg

[KM @oposkiller]

@Yomommasay i was really happy with 3-4 mln target for the bridge loan, i though that it will be ~3x that. Overall very positive talk just waiting for them to actaully comission the plant this month