Nothing you can compare to your neighbourhood nutjob https://xitter.cf/t.co/YBAn6pyphH
Belgium
Joined December 2020
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The theme within the theme?
Lulu winning is be bullish $AGBK. Bank for retirees and pensioners. Social benefits🔼. Of the Gazillion BR fintechs, it is the only bank accredited as a payer for the Brazilian social security system, a payroll of over 42 million people
0.89x TBV/ PE<5
$CAN.L Update was meh. Chart looks terrible. Sold my shares 2w ago in the 240's before earnigns
Havas came in with 10m shares last time around this level. Happy to reload in the lower 200's. Curious whether we see more of a 'Bolloré put' in the following days
NS Investments retweeted
For over a year I've been explaining @HyperliquidX to anyone who will listen. It mostly has been a monologue from me. We decided we needed to turn it into a presentation.
All comments are welcomed. Tell us what you like, what you don't like, and what you hate. Like everything in HL, this should be a community effort.
Hyperliquid
hypestrat.xyz/presentations/…
@HypeStrat $PURR
Wanted some crypto exposure
$PURR which is HYPE DATs is a interesting way to play
Beneficiary of perps (Ant/ possibly OAI pre ipo additional tailwinds)
At a discount to NAV. Declining no tokens available
Long $PURR
80% payout ratio
7x 2028 ev/ebitda. Low capex intensity
$AMC.L
$AMC.L unfortunate IPO timing. I have it here at 8.7x ebitda which is rather cheap given no mcx high tam busines. Growth cagr of rev has 20%-25% and will probably grow at this rate going forward. FX risk big, i dont see multiple going double digits
NS Investments retweeted
Honestly, this looks very suspicious. @elonmusk is trying to crush his competition outside the boxing ring. $SPCX is competing for the same AI-compute business, yet he keeps posting about how doomed $CRWV, $NBIS and the other neoclouds are.
Then @chamath and the rest of the cheerleading squad echo the same message. That’s Soros-style reflexivity: the narrative hits the stocks, funding gets harder, and the prediction starts creating itself.
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Flowtraders $FLOW.AS small premium to NTBV/ share - €21/sh
A good 'long vol' name. Resurrection of crypto is a tailwind on forward earnings 8x ttm earnings. Structural beneficiary of ETF-ization. Ive figured EU names are more backwardslooking. R/R deff not bad here
$BAK proposal and counter from creditors
Looks like creditors will get what they want
Rights offering will be interesting
Adj for SBC 300M-ish runrate SBC more like 5.2x on 2028 Ebitda for an APAC superapp where it dominates mobility, and deliveries. Underbanked gives tailwind for fin serv. Growing network effects. Stepping up buybacks.
Growing economies, young populations. Reminds me of $KSPI
$GRAB
$FEAM
$24M just covered by liquidity (20M +10M bridge, due june 2027). But assume corp overhead not incl. Given working capital financing, do not expect material dilution
CEO & chair came in at 3.5/3.6 in open market.
40M '28 runrate increases borrowing capacity Fort Cady
