TauCetiBitcoin

[TauCetiBitcoin @TauCetiBitcoin]

On $DND.TO / $DYNDF, EdgePoint has an average cost basis of approximately CAD 12.80 on its block of ~13.3 million shares.

[TauCetiBitcoin @TauCetiBitcoin]

Shareholding $DND.TO

EdgePoint — 13,323,856 s. (19.83%)
Plantro — 10,062,760 s. (15.0%)
Onemove — 3,638,666 s. (5.42%)
Tyler Proud — 1,941,210 s. (2.89%)
Free Float — (~47%)

*Proud brothers (Matt + Tyler) combined control (Plantro + Onemove + Tyler personal) ≈ 23.3%

[TauCetiBitcoin @TauCetiBitcoin]

@Gubloinvestor If Burry is right, Hollywood better start casting Christian Bale again — looks like we’re getting The Big Short 2: This Time It’s Personal.

[TauCetiBitcoin @TauCetiBitcoin]

@olivier_primeau Mark Carney est invité en tant que 1er leader non-européen au sommet de la Communauté politique européenne (EPC) à Erevan. Ce forum réunit une quarantaine de chefs d’État. C’est une opportunité de parler à l’Europe entière d’un coup : investissements, énergie, défense, sécurité.

[TauCetiBitcoin @TauCetiBitcoin]

@EchoAnalysis $SLV would be great.

[TauCetiBitcoin @TauCetiBitcoin]

@EchoAnalysis In addition to $PNG.V position, I have a high conviction on 5N Plus Inc. ($VNP.TO / $FPLSF). A leading global producer of specialty semiconductors and performance materials. A strategic player in defense, space, excelling in high-purity germanium.
What is your analysis?

[TauCetiBitcoin @TauCetiBitcoin]

@FrugalisteFutee Je rajouterai $TRI.TO qui subit la même défiance des investisseurs.

[TauCetiBitcoin @TauCetiBitcoin]

@TheLongInvest $47

[TauCetiBitcoin @TauCetiBitcoin]

@RealJGBanks I will add for cybersecurity:
$RBRK – Data Security Specialist

[TauCetiBitcoin @TauCetiBitcoin]

Release the Kraken!
$PNG.V | $KRKNF

[TauCetiBitcoin @TauCetiBitcoin]

$PNG.V $KRKNF a 2 bagger today on my ACB of $2.50. A lot of potential for the near future.

[TauCetiBitcoin @TauCetiBitcoin]

#Bitcoin vs M2 Supply, one must catch up with the other

[TauCetiBitcoin @TauCetiBitcoin]

@Divs_King Le noyau de mon portefeuille est constitué de $AVGO depuis mars 2023. Je vends des covered calls de temps en temps pour bonifier le rendement, pour l'instant je n'ai jamais été exercé, donc mon ACB est à $62. De cette liste de dix, je renforce sur $TSLA et j'allège sur $NVDA.

[TauCetiBitcoin @TauCetiBitcoin]

@Im_Specter Investissement en début d'année au prix moyen de CA$2.50. Assurément un beau projet industriel à soutenir.

[TauCetiBitcoin @TauCetiBitcoin]

@HatedMoats Open my position at the same période. $AVGO a 6-bagger today.

[TauCetiBitcoin @TauCetiBitcoin]

$STRC is Treasury Bitcoin.

Holding cash at an annual yield of 9.6% could be a prudent interim strategy while awaiting more compelling investment opportunities.

$STRC at $93.8 today.

[TauCetiBitcoin @TauCetiBitcoin]

@Strategy 🎯 Key takeaways:

• Am I winning? $380 > $267 ✅
• Do I control more #Bitcoin? $223 < $267 ❌ Not yet

[TauCetiBitcoin @TauCetiBitcoin]

🚀 One year ago (Aug 2025), I converted a significant portion of my #BitcoinETF (at $59K) into $MSTR shares (at $140/share).

🔄 What happened 12 months ago?

• mNAV x2 → I was exchanging $140 of #Bitcoin for only $70 of Bitcoin (underlying asset) through @Strategy company.

[TauCetiBitcoin @TauCetiBitcoin]

@Strategy • Fast forward to today: mNAV is x1.7, & $MSTR shares are now $380.
• Bitcoin up by 91%
• $MSTR up by 171%

💸 Results:
• $140 in #Bitcoin is now worth $267.
• $140 in $MSTR is now worth $380.

The $380 today contains $223 of Bitcoin (calculated as $380/1.7).

[TauCetiBitcoin @TauCetiBitcoin]

@HLforASTS 1. HELOC
2. Buy back some $ASTS shares