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mikagul
@onamixt
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Following
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Joined July 2011
@_joebaffoe @Merck @AstraZenecaUS @pfizer @9ematrading @deputydewey3 @AlanCastle15 @BillMiller32 @Biotech_SD @SeekingAlpha @Stocktwits High-grade hopium right there
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As much pleasing these calculations are (I invested into SOC, too), they are most probably total bullshit. If you read the presentation for investors (, you will find a discounted value for PDP resources, which is only $18.66 (vs peers' average of $22-ish). Also, you can find the discount to NAV, which is 2.1. That gives as like $44-ish at beast.
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RT @Rivian_DD: Rivian officially closes $6.6B DOE loan to support construction of their Georgia facility $RIVN
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RT @WSB_memes: $PLUG PlugPower could ROCKET this week on DOE Loan confirmation [Must Read DD] via /r/wallstreetbets #stonks #wallstreetbets…
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$U $GME $TLRY I'm confident that RK referred to $U in three last tweets. However, it doesn't necessarily mean that U will "squeeze", because it is not getting much traction like GME did in April/May. It could go the Chewy's way, so to speak. It's pretty much possible that RK will abandon idea to reveal his position in Unity if he deems that Unity won't pump as much as he wishes it to. That's the beauty of cryptic messages -- you can always retcon them to mean something else and claim that was the intended message to begin with. RK is a cautious guy. Then we'll never know what were his initial plans. Anyway, first -- let's not forget that someone spent several dozens of millions of dollars buying U call options (for November and for January) in late October. The most striking detail for me was that the method mimicked the way RK were buying GME calls before the 2021 squeeze. Namely, RK typically chose a combination of call options: 1) a high strike price and a short expiration, 2) a lower strike price and a longer expiration. Not to mention, signature 5000 options orders. However, I consider this combo ("high strike/short exp AND lower strike/longer exp") even more RK-esque. Whoever was behind it did their homework. The attempt failed, though, so I forgot about this (and about my ~$1000 lost on U calls as well). I remembered that "RK" had around 15000 calls for January left. To my suprise, in two months, RK showed up again with cryptic tweets that fairly good fit in the U narrative. Let's revisit 3 last tweets. The first tweet was the Time magazine cover "The person of the year is YOU", with the big red title "YOU" being removed. Also, the video player's progress bar displays "1:09/4:20". Ok, the first tweet could be about the ticker U, or about the crypto meme (69420), or some weed stock(420), or even GME ("like props to YOU, a GME diamond hand holder"). It's open to interpretation. Fair enough. The second tweet was a gift box. Could be anything, right? Of all possible viewpoints and shapes RK somehow chose the one that most closely resembles the Unity logo. How is that NOT A DELIBERATE CHOICE? There's no way that RK doesn't know about people guessing about meanings of his latest tweets. But, RK decided not to debunk the U narrative, he bolsters it instead! If he doesn't want to rug pull Unity folk, then why does he do it? Why the red herring? I stumbled upon a post at /r/Superstonk claiming that the tweet is a reference to some Gamestop's video tweeted in November featuring a Christmas tree with gift boxes underneath it. The most important detail is that one of the boxes' wrapping has the same pattern as the one in RK's tweet. It must be about GME, then. Come on! It's pretty basic box wrap pattern. Nothing specific. The third one was a popular gif where Rick James luring you to come closer. This particular gif was already used by U fans before that. Why is that? The guy LITERALLY has the ring on him saying UNITY. The intended message couldn't be more blunt than this. Again, there's no way that RK doesn't know about this. However, GME apes are not simpletons, they claim there has to be even more message underneath! "The album cover related to the song, the gif comes from is VIOLET, it's apparent that RK is talking about DRS". Absolutely ridiculous.
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@ursustrades Funnily, it seems it was me whose complaint got Big Live removed from Microsoft Store. They send me an email about that
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@ursustrades That explains why the price has not plummeted yet. The expectation is that the app is back soon. Not sure about that.
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