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avatar7466e54e
2021-06-28
$AMC Entertainment(AMC)$More than 80% of AMC shares are held by a broad base of retail investors with an average holding of around 120 shares. Keep it going! 
avatar7466e54e
2021-01-29
$AMC Entertainment(AMC)$ Private equity group Silver Lake just converted all USD 600m of AMC's 2.95% convertible senior secured notes due 2026 into new shares. About 44.4m new AMC shares were issued at a conversion price of USD 13.51. This means that USD 13.51 will become a baseline for the valuation of the company's shares.
avatar7466e54e
2021-01-27
$GameStop(GME)$investors have to stop and realise what they are paying for. Assuming a USD 300 share price, the implied market cap is about USD 20.9bn. This is 104x the company’s operating cash flow for the last 12 months. This means you need 104 years of operating cash flow to get back your investment.
avatar7466e54e
2021-07-19
Revenue without any discussion of expenses or cash flow. 
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avatar7466e54e
2021-12-28
$KE Holdings Inc.(BEKE)$Keep buying… come on. Buy more :)
avatar7466e54e
2021-01-27
$MP Materials Corp.(MP)$What’s the bull and bear case for this rare earths producer?Let’s start with the bull case. MP owns the Mountain Pass mine in California, said to be the largest source of rare earth outside of China. Various sources state it accounts for about 15% of the world’s reserves.Rare earths which comprises 17 elements in the periodic table, are typically used for the manufacture of weapons, smart-phone batteries, and the magnet in EV motors. The bulls believe demand driven by the rise of EVs will cause a supply squeeze. In addition, China recently announced some potential export restrictions.Bear case. The mine is old and has been around since the 1950s. Its previous owner Molycorp filed for bankruptcy in 2015. Its h
avatar7466e54e
2021-12-29
avatar7466e54e
2021-06-08
$AMC Entertainment(AMC)$ To the moon !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
avatar7466e54e
2022-04-12
$Diginex Limited(EQOS)$https://www.bloomberg.com/news/articles/2022-04-11/crypto-oligopoly-imminent-as-top-exchanges-grab-96-market-share Crypto oligopoly imminent 
avatar7466e54e
2021-06-09
$Diginex Limited(EQOS)$Anyone read the short seller report on this one?

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