Thomas McCutcheon

[Thomas McCutcheon @tmccutcheon3]

@BradHuston Crashes are caused by a lack of liquidity. When this occurs, anything with a decent bid goes down in price. It’s not until the money printing begins and liquidity renters the market that asset prices go back up. Bonds and gold go up first because of certainty.

[Thomas McCutcheon @tmccutcheon3]

@tradedollarnut $hcc with a 3handle is thirst trap material

[Thomas McCutcheon @tmccutcheon3]

@tradedollarnut @adcha91 Then Blue Creek and Centurion come along in 2026.

[Thomas McCutcheon @tmccutcheon3]

@rauwkost1 @boujee_banker Did you notice the free cash flow numbers? I calculated $-1B on the 9 months, and +2.7B for Q3(1.2 of this is working capital based on transcript). OCF through 3Qs is -114k

[Thomas McCutcheon @tmccutcheon3]

@boujee_banker Where did you get $60M of real estate from?

The print facility is listed at $18M for taxes. They have ~22M in cash, and I estimate their Net Operating Loss of $50M as worth $10M.

[Thomas McCutcheon @tmccutcheon3]

@boujee_banker My buddy put this stock on my radar 9/29/22. We talked extensively. The price was $5. NYT/WSJ we’re 4.25. Digital sub rev hasn’t swelled 10+% in that time, so I assume the price change happened very recently