Neues DeFi Technologies Forum WKN: A3EQD5 ISIN: CA2449161025 Kürzel: R9B Forum: Aktien User: Lost_in_Space
Ich sags immer wieder, beschäftigt euch mit dem Unternehmen, in das ihr investiert! Aus Stocktwits: Listened to Russell's Singular Research Conference presentation. Nothing new, but here's some notes: Financial Forecasts and Valuation - $95 to $105mm revenue in Q2 - $600mm in AUM x 8% yield = $50 to $55mm in staking revenue for year at current levels - Substantial amount of cash $50mm - $8mm in BTC treasury - 6% SEBA/Amina stake - initial $30mm investment was made with SEBA when they had $1B in AUM, now they have $3B. (worth 3x? what's carried on balance sheet)? - Can't guarantee $80mm arb trading every quarter - Russel's Math - "90mm in profits x 20pe = $2B market cap" at current levels Other commentary - Proprietary BTC Staking relationship with Core Chain is generating a 12% yield on BTC, 5.85% yield offered to clients - Loan with Genesis - DEFI Took a non IFRIS write down for $18mm on Genesis loan in Q1. Will likely get full recovery so could see a positive $18mm in future quarters.
Mehr zu diesem Wert
|
|
Thema | ||
|---|---|---|---|
| 1 | Renk Group | -4,35 % | |
| 2 | MicroStrategy | +3,60 % | |
| 3 | Dax Prognose | +1,49 % | |
| 4 | Super Micro Computer Hauptdiskussion | -7,89 % | |
| 5 | DPCM Capital Hauptdiskussion | -5,29 % | |
| 6 | Trading- und Aktien-Chat | ||
| 7 | BAYER Hauptdiskussion | +1,53 % | |
| 8 | TESLA MOTORS Hauptdiskussion | -1,18 % | |
| 9 | Microvast | +17,74 % | |
| 10 | DISNEY Hauptdiskussion | +9,28 % | Alle Diskussionen |
|
|
Thema | ||
|---|---|---|---|
| 1 | Renk Group | -4,12 % | |
| 2 | MicroStrategy | +3,63 % | |
| 3 | Super Micro Computer Hauptdiskussion | -9,90 % | |
| 4 | DPCM Capital Hauptdiskussion | -4,77 % | |
| 5 | BAYER Hauptdiskussion | +1,59 % | |
| 6 | TESLA MOTORS Hauptdiskussion | -0,96 % | |
| 7 | Microvast | +17,11 % | |
| 8 | DISNEY Hauptdiskussion | +9,60 % | |
| 9 | WESTWING GROUP Hauptdiskussion | +4,57 % | |
| 10 | Lilium Aktie | -11,22 % | Alle Diskussionen |