Value investor wannabe
@sjoerds78
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I’m just smart enough to know I’m dumb enough to not know what I thought I knew. I don’t know what I’m doing & I have the evidence to proof it.
Joined January 2017
@kingdomcapadv $INTRUM.SS as the 10% haircut for the unsecured debt is not enough for them to meaningfully deleverage before 2028.
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@DeepValueStonks Likewise! Thx for the elaborate reply. I see your rationale & was just making sure that I didn’t miss anything. I roughly agree with your analysis that it’s hard to loose money. Especially now with the CEO finally gone. Today was a very positive message so we keep our 🤞🏻
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@inelegantinvest Totally depends on the business and how long this trade ware is going to last. This is anyone’s guess.
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@inelegantinvest Everything that is on your wishlist and was too expensive to buy previously. This too shall pass. One things that probably will go up for the some time is the USD.
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@unfixed_income It might not work indeed and SP does not crater. Based on my opportunity cost I will move on to the next special situation. Not options are fine with me.
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@zabeelcap @unfixed_income Interested to see you calculation on this. I had £0.12 on the high side. But that was based on $XLM having $38m on their BS at end of 24. Not $35m as they communicated.
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@unfixed_income Tender all my shares, collect cash, watch sp crater, buy more shares with cash earlier received….hopefully.
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@FairYii_kliew @ToffCap I can do nothing else here than go with the higher number that mgt provided. A large part of this number is taxes and that always has a margin for error in them.
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@ToffCap Yeah, great first step. Although they state they have $35m cash on BS. But based on their previous statements you would expect close to $38m. For such a clear cut, short term liquidation their numbers fluctuate a lot.
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@IggyOnInvesting @AsifSuria Hahaha…. Thx for the heads up! 🙏🏻 But I am very comfortable being very anonymous….🙄 Always happy to discuss in an one on one though. So DM’s are always open.
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