p0sitron

Contributing nothing.

[p0sitron @p0sitron]

@CoinSharesCo @NasdaqExchange @Nasdaq @jmmognetti @dannylmasters Lol. Don't know if your company has BTC, but if you do don't forget you can buy back your own shares when it's trading at a discount. That might be genius when / if the next cycle rolls around in a year.

[p0sitron @p0sitron]

@vonderleyen Just what the next generation needs: A billion more people to compete against for university spots, jobs, rent and research grants.

[p0sitron @p0sitron]

Lets add a billion people to the workforce. This will have nothing but positive consequences on the working class and their wages.

[Disclose.tv @disclosetv]

NEW - EU signs an "agreement on mobility," with India facilitating "the movement of students, researchers, seasonal and highly skilled workers," and launches the "first EU Legal Gateway Office in India" to support Indian talent moving to Europe."

[p0sitron @p0sitron]

@Mrcryptoxwhale done

[p0sitron @p0sitron]

@AcademicAgent_X Objectively mummies, they're the only one not automatically snowballing. Necros make more of all undead. Every human potentially a new skelly or zombie. Mummy require the most effort so the realm can ban making more.

[p0sitron @p0sitron]

@BitcoinMicropig @steve_btcfo @DrBitcoinM50862 @AndreasFW888 The have the means to accumulate more but aren't because it's a "stale" company that doesn't do anything.
That doesn't mean the valuation is fair or that they can't begin to do something but for now they're just demonstrating extreme inability to act.

[p0sitron @p0sitron]

@boris_hardi @BLorilora @elonmusk @Strategy Because it's a "sleeping" company with no activity or clear direction. If you hold shares you need to tell IR to wake up.

[p0sitron @p0sitron]

@coinbureau Don't use too much leverage. Plan when to sell ahead of time.

[p0sitron @p0sitron]

@elonmusk You're not gonna like it, but you can never go bankrupt because they can always print the money. In fact, this might be an inevitable outcome. Just a thought experiment, but having the strategic BTC reserve enables printing until hyperinflation lets BTC pay off the national debt.

[p0sitron @p0sitron]

@E_Sorent777 @dylanleclair @wclemente @adam3us Yes, it means you should vote for a share-buyback program at the annual shareholder meeting. They are buying crypto off the market with every transaction, but right now their own share is the better buy.

[p0sitron @p0sitron]

@btconexchanges About 36k per month, so we'll hit 0 in 4 years assuming no demand drop. Don't get me wrong, it's bullish but it's no supply crunch.

[p0sitron @p0sitron]

@MartinWRichter1 Das Unternehmen war über Jahre hinweg weitgehend untätig und hat plötzlich ein kleines Vermögen in den Schoß gelegt bekommen – im Grunde, ohne etwas dafür zu tun. Dieser Erfolg bedeutet wenig, wenn sie nicht handeln können.

[p0sitron @p0sitron]

The company appears largely complacent and lacking in creative drive, explaining its low price, but being discounted this heavily for so long seems absurd to me. If someone holds this stock, shareholder activism is a nobrainer. They just need to get off their asses lol

[p0sitron @p0sitron]

Based on the Bitcoin Group SE $ADE 2024 annual report one can estimate that the company holds ~3'654 #BTC
The marketcap of the company is € 209 400 000 while the worth of its biggest crypto assets is € 359 298 757.
For market cap to equal NAV the share needs to rise over 70%🫠

[p0sitron @p0sitron]

Easy plan for Bitcoin Group SE $ADE to arbitrage:
1) Announce strategy to buy back shares while price is undervalued from mNAV. Accumulate.
2) Release periodic special dividends while mNAV is undervalued.
3) Dividend payout forces share price higher, sell shares when mNAV is OK

[p0sitron @p0sitron]

@PiusSprenger According to German stock laws, a minority shareholder with at least €100k can participate and ask critical questions during the upcoming annual shareholder meeting. Owners who collectively own €500k can organize and at any time call an Extraordinary General Meeting.

[p0sitron @p0sitron]

@PiusSprenger I think it's ultimately simple: No demand for the stock for various reasons.

But having a NAV higher than MCAP gives the company many real options.

It can sell all BTC tomorrow and pay a special dividend, this would FORCE the stock higher, or it can buyback its own stock.

[p0sitron @p0sitron]

Either I'm a genius or a sucker. $BTC is at ATH, but $ADE Bitcoin Group SE is lagging hard and at significant divergence. #BTC Looks like another #MSTR to me given their estimated BTC holdings outvalue their own company.

[p0sitron @p0sitron]

@Akira_DeFi Yeah exactly I noticed this stock is down today while BTC is pushing for ATH wtf is up with that? Seems very undervalued.