Neues DeFi Technologies Forum WKN: A3EQD5 ISIN: CA2449161025 Kürzel: DEFTF 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 | TUI Hauptforum | -0,09 % | |
2 | BAVARIAN NORDIC Hauptdiskussion | -1,26 % | |
3 | Dax Prognose | +0,47 % | |
4 | Safe - das Hauptforum | -23,08 % | |
5 | MicroStrategy | +1,22 % | |
6 | was hier los ??? | +3,24 % | |
7 | fox e-mobility Hauptdiskussion | +16,24 % | |
8 | XIAOMI CORP. CL.B Hauptdiskussion | +2,79 % | |
9 | EHang Holdings (A) (A) Hauptdiskussion | +3,73 % | |
10 | TUI - fachlicher Austausch | -0,09 % | Alle Diskussionen |
|
Thema | ||
---|---|---|---|
1 | TUI Hauptforum | +0,20 % | |
2 | BAVARIAN NORDIC Hauptdiskussion | -1,26 % | |
3 | Safe - das Hauptforum | -23,08 % | |
4 | MicroStrategy | +1,22 % | |
5 | EHang Holdings (A) (A) Hauptdiskussion | +3,73 % | |
6 | TUI - fachlicher Austausch | +0,20 % | |
7 | was hier los ??? | +2,08 % | |
8 | fox e-mobility Hauptdiskussion | +16,24 % | |
9 | XIAOMI CORP. CL.B Hauptdiskussion | +2,46 % | |
10 | NEL ASA Hauptdiskussion | +1,49 % | Alle Diskussionen |