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Value Pretender

@valuepretender

Value Pretender reposted

Love hearing the people who were buying $BMNR 20 points higher calling the bottom in Ethereum day after day. Likely to test levels before the Sharplink and Bitmine DAT products were launched.


$ASST received proceeds of ~$150M from the SATA raise, investing the proceeds in BTC at $103k but they added $200M of debt, thus diluting their NAV ~5% in the process. Thank you for your attention to this matter.


$ASST bulls have entered the chat lately but none have discussed numbers. Lets dig in. ASST trades at a ~1.60x NAV vs MSTR at 1.27x NAV but these are very different businesses. MSTR's legacy biz generates cash while ASST's legacy biz burns a lot of cash...about $25M per year on…

valuepretender's tweet image. $ASST bulls have entered the chat lately but none have discussed numbers. Lets dig in. ASST trades at a ~1.60x NAV vs MSTR at 1.27x NAV but these are very different businesses. MSTR's legacy biz generates cash while ASST's legacy biz burns a lot of cash...about $25M per year on…

Value Pretender reposted

Can they also run the CFA Institute without embezzling funds?

BREAKING: AI models can now pass the CFA Level III in minutes



$ABTC's market cap is $8.2 billion dollars and they own ~$270M worth of bitcoin....There are 908M shares outstanding. The stock trades at 30x NAV. Note: MSTR trades at 1.6x NAV. Buyer beware. They have a $2.1B ATM.


$ABTC Announces $2.1 billion dollar ATM. The company owns ~$0.30/share worth of bitcoin. *Checks stock price*


Value Pretender reposted

$ABTC $GRYP $2.1 billion offering right after the merger: sec.gov/Archives/edgar…

TrackFilings's tweet image. $ABTC $GRYP $2.1 billion offering right after the merger:

sec.gov/Archives/edgar…

Value Pretender reposted

AIRO to Expand U.S. Manufacturing Footprint to Accelerate Advanced Drone Innovation and Strengthen Global Defense Capabilities, Building on RQ-35 Heidrun Success - businesswire.com/news/home/2025…


Value Pretender reposted

🚨 @SintanaEnergy $SEI $SEUSF update from Namibia’s Orange Basin: ✅ Mopane-2A spud in AVO-3 ✅ Mopane-3X set for early 2025 ✅ New 3D seismic starts Dec. 2024 ✅ Mopane-1A confirms light oil & gas-condensate 🔗 Learn more: loom.ly/gLhs4_o


$NYSE and Grayscale just announced their intentions to convert $GSOL, the closed end fund currently trading at $168/share vs NAV of~$85, to an ETF. Converting to an ETF will drive the price of $GSOL down 50% instantly. I did not have that on my bingo card.…

valuepretender's tweet image. $NYSE and Grayscale just announced their intentions to convert $GSOL, the closed end fund currently trading at $168/share vs NAV of~$85, to an ETF.  Converting to an ETF will drive the price of $GSOL down 50% instantly. I did not have that on my bingo card.…

Value Pretender reposted

Think outside the style box can create a categorization problem. Are you low beta, FI, convertible arb? @valwithcatalyst tells @opmpod why his answer is "well, yes and no..." Apple 🔊apple.co/3CqID7y Spotify 🔊spoti.fi/48Nvfqf Youtube 📺bit.ly/3Az6Ckn

maxwiethe's tweet image. Think outside the style box can create a categorization problem. Are you low beta, FI, convertible arb? 

@valwithcatalyst tells @opmpod why his answer is "well, yes and no..."

Apple 🔊apple.co/3CqID7y
Spotify 🔊spoti.fi/48Nvfqf
Youtube 📺bit.ly/3Az6Ckn

Digital Currency Group (DCG), the parent co of Grayscale, has begun selling shares in the open market at massive premiums to NAV. DCG sold ~19k shares of LTCN and 75k shares of BCHG just today. Maybe they think the shares are overvalued at 2.5x the value of the assets? $LTCN…


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