Tictac

Engineer, Investor, Critical thinker

[Tictac @tictac888]

@James56487175 Is your view that the FED will do the right thing and ease towards 27 causing gold to rally? Or just a sentiment change? Or just cheap miners printing FCF at these prices 🙂

[Tictac @tictac888]

@James56487175 @onlyfinance99 @CountDataLove Wouldn’t the equal weight S&P perform much better in the coming years, given all these excesses in the highest cap constituents?

[Tictac @tictac888]

@DeanTTraining Any difference between protein and fat targets for cut vs bulk?

[Tictac @tictac888]

@ragingbullcap Lesson seems finally beginning to apply to Cipher, hopefully some day soon also to OGI and CRON.

[Tictac @tictac888]

@ginkgo_cap Is Nick still around on X? He had quite some interesting insights. Wondered what happened to him.

[Tictac @tictac888]

@BULLReturns Seems like good progress being made on ramping the production. Any idea why the market is ignoring it completely?

[Tictac @tictac888]

@BULLReturns Seems like good leverage to higher prices and potential cost optimization and volume increase. Or did you expect much better values initially?

[Tictac @tictac888]

@HungStrikerCptl At this point you can actually say, that if one of these companies succeeds, it‘s despite of the DOE loan, not because.

[Tictac @tictac888]

@HungStrikerCptl @AlPutino @mc_bee4 But it‘s probably safe to assume he would rather have the stock at 10$, even if he doesn‘t starve if it goes to 0. He‘s not a billionaire, so this kind of potential money does matter.

[Tictac @tictac888]

@ragingbullcap What gives me confidence long term is the BTI involvement, otherwise your arguments are off course valid.

[Tictac @tictac888]

@ragingbullcap I really like the comparison from Nick Radical with owning stock in a beer company during the prohibition. With OGI you might potentially own not BUD, but SAM for example.

[Tictac @tictac888]

@ragingbullcap We‘ll probably know fairly soon if there was a great deal they needed the cash for or not. Even if not, if the long term thesis is valid, it should still be a good investment (even though CRON could very well outperform because of this type of moves from mngmt).

[Tictac @tictac888]

@ragingbullcap Could be they wanted to give someone (friends, family, …) the opportunity to buy cheap before the real catalyst materialize. Or as you wrote, maybe they just saw the stock going +150% in short time and automatically assume they need to raise before it potentially goes down again

[Tictac @tictac888]

@HungStrikerCptl @dmottco @freebirdsteven @JigarShahDC The conditional loan is basically a kiss of death to the share price of a publicly traded company in the short term and not a catalyst for higher SP. That‘s what most of us got wrong last year.

[Tictac @tictac888]

@asymmetry292 Did you model what happens when the lithium cycle turns and prices go up again? Would it be net positive or negative to their revenue/profit, given their Hitrans stake which is highly affected by raw material prices?

[Tictac @tictac888]

@HungStrikerCptl That sounds like incompetence

[Tictac @tictac888]

@HungStrikerCptl But then it‘s hard to understand why they didn‘t use the entire ATM in August and September, knowing the share price would crater after the delayed disbursement. That‘s just plain stupid

[Tictac @tictac888]

@ginkgo_cap In case of JD and BABA the market expects negative FCF growth, given current share price and 15 or 20% discount rates. Completely out of line compared to the last 5 year FCF CAGR, unless the Taiwan war happens.