Mark Boon

625 posts

Mark Boon

Mark Boon

@markcboon

$ASPI $NUAI $TMC $DGXX $BITF $MIGI

Netherlands Se unió Nisan 2023
212 Siguiendo187 Seguidores
FuzzyPanda
FuzzyPanda@FuzzyPandaShort·
$NUAI's big announcement was Not that they signed a hyperscaler tenant but instead that they signed an LOI to buy more dirt from a co called Jones Bros Dirt. Why an LOI & not a purchase? Because NUAI company has run out of cash and needs to dilute shareholders. NUAI only had $1.2 million of cash left as of Dec 31st & monthly cash burn was $1.4m per month. The company can't even afford to buy dirt. The 10-K highlights they need to raise $74 million over the next 12 months. Even worse $9.85 million is needed to pay Sharon AI by March 31st A large dilutive share sale is coming soon! In fact, more shares were registered for sale at the end of last week. Management are terrible negotiators so they agreed to multiple bad clauses that will make the price of dilution even more painful for NUAI shareholders 1) Mgmt agreed to issue warrants with a cashless exercise feature to a vulture hedge fund (10K shows no additional funds raised despite 3+ million of shares issued) 2) Mgmt agreed with the vulture fund not to issue more convertible notes, warrants, etc. Smart for the HF, dumb for mgmt. Next round of dilution will come at a large discount! We warned shareholders they were going to get diluted back at $8-9, it's going to be even worse this time around. Btw - NUAI lack the necessary permits to become anything more than dirt - No water permits - No air permits - We even spoke with Odessa city council members who told us NUAI hadn't applied for water permits. In fact, none of them had even ever heard of New Era Energy If you invest in a company run by dirtbags who can’t afford to buy dirt from the dirt bros, don’t be surprised if your portfolio turns into a graveyard - Short $NUAI
FuzzyPanda tweet mediaFuzzyPanda tweet mediaFuzzyPanda tweet media
English
8
5
41
11.6K
Mark Boon
Mark Boon@markcboon·
@SunvMikey @ASPIsotopes What keeps me invested is the stream of new hires, mostly in SA and some in GB. Gotta be for something that's real.
English
0
0
9
737
Mark Boon
Mark Boon@markcboon·
Tough day for $ASPI holders. Seems like the market is saturated with @ASPIsotopes endless supply of Hopium (Hp-00).
English
4
0
33
4K
Mark Boon
Mark Boon@markcboon·
@FrankCurzio @michelamar3 Remaining three clarifications would be welcome on the way up. $DGXX
ChinoAleman@chinoalemano

$DGXX shareholders, your voice matters. Without noise, there are no answers. Without noise, they do whatever they want. With enough noise, they think twice next time. 🔃 Share it so we might get answers in the interview. Still unanswered: 1️⃣ Who exactly holds the 35%? Vestberg’s name shouldn’t hide what may be behind it. Here’s why the breakdown matters, simple math. Say an insider allegedly owns 5% of $DGXX. Before the spinoff, they also indirectly owned ~5% of USDC. Same as every shareholder. If that same insider reportedly received 10% of USDC directly through the spinoff, even after giving XYZ% to Vestberg: ⇢ Before: 5% of DGXX → 5% of USDC ⇢ After: 5% of DGXX + 10% of USDC directly They may not have lost anything. They could have gained. Shareholders went from 100% of USDC to 55%. That’s why we need the individual breakdown. Not the group total. 2️⃣ Who are the $800K ‘seed investors’ who reportedly set the $10M valuation? No names. No audit. 3️⃣ No shareholder vote. No 21-day notice. Their own 8-K admits it. And think about what COULD come next - this is speculative, but the precedent is real: ➡️ Pleasants Park - 1.3 GW power plant. What if they co-found a new entity, bring in a big name, give Google 1%, and keep 34% for insiders? Repeat the word ‘Google’ until nobody asks questions. ➡️ North Tonawanda - 123 MW, nuclear-adjacent. Same playbook. ‘Spinning out our nuclear division’ with Nano Nuclear Energy. Big name. Insiders take 35%. Shareholders diluted again. In any real strategic move; a merger, a spinoff, a co-founding, alignment means everyone gives something up short-term because they believe in the long-term. Shareholders diluted from 100% to 55%? That’s giving something up. But if insiders allegedly went from 5% of USDC to 5% of DGXX + 10% of USDC directly? They didn’t give anything up. They may have gained. Immediately. On day one. Alignment means you hurt together or you win together. When only one side wins from the start, that’s not strategy. If they’re considering something similar for North Tonawanda, North Carolina, Pleasants Park... ... your silence makes it easier. Your voice makes them think twice. Don’t be passive. The precedent is being set right now. _____ Let me be clear about something. This has nothing to do with whether $DGXX is undervalued or not. I believe it is. If I didn’t, I would have sold and moved on. This is about protecting shareholder interests for the medium and long term. The assets are real. The vision is real. The AI infrastructure play is real. But none of that justifies insiders potentially enriching themselves at shareholders’ expense, without a vote, without notice, without transparency on who got what. Believing in $DGXX is exactly why this matters. If not, I wouldn't be putting any effort on this and just move on to another company. Don’t be passive.

English
0
0
3
1K
Mark Boon
Mark Boon@markcboon·
@krasko1199362 @rk8215 @DigipowerX @michelamar3 @aleabitoreddit Highlighting significant questions and shareholder objections regarding an vague and ambiguous press release at an interesting timing hardly qualifies 'peddling a story' to me. - Who are these insider 'service' providers? - By what valuation method was it valued at $10M? $DGXX
English
1
0
0
876
Johan N.
Johan N.@rk8215·
$DGXX I would recommend @DigipowerX and @michelamar3 to release an official statement BEFORE the market opens on Monday. This is getting now a lot of attention. Shareholders deserve more details.
English
6
0
13
1.8K
Mark Boon
Mark Boon@markcboon·
Got a reply. $DGXX
Mark Boon tweet media
English
2
0
3
1.3K
Mark Boon
Mark Boon@markcboon·
@growthrapidly When / if I reach $1M, I will gradually change my portfolio composition to more defensive, perhaps less concentrated. Now it's a boom or bust outlook.
English
0
0
1
90
Joel
Joel@growthrapidly·
Does it take the same investing skill to turn $100k into $1M as it does to turn $1M into $10M? 🤔
English
30
2
34
9.1K
Mark Boon
Mark Boon@markcboon·
@StonksMcGeee "O-rings" "load shedding" "we have one and our customer has the other" "big fridge" "Iceland is going well" $ASPI
English
0
0
9
5.6K
Stonks McGee
Stonks McGee@StonksMcGeee·
Team $ASPI, our CEO discussion bingo card is ready
Stonks McGee tweet media
English
2
0
13
823
Mark Boon
Mark Boon@markcboon·
$ASPI Again these fucking O-rings. For four months now. Gimme a break.
English
4
0
20
2.5K
Mark Boon
Mark Boon@markcboon·
@SunvMikey @mikesavenko I just hope they'll have some actual sales to show for before any new round of dilution. $ASPI
English
0
0
5
477
SunvMikey
SunvMikey@SunvMikey·
Think alot of people are pumping $ASPI to much with false expectations....From what you read on here it would seem imminent...Realistically Phase 1 is a glorified proof of concept whilst Phase 2 late 2027 / early 2028 away minimum / locked behind $170M needed in capital by ASPI to unlock the $750M from DFC / Bank People also neglect to mention ASPIs "warchest" is not 300M+ once you take out the 170M committed for Renergen. I would not be surprised to see more dilution in 2026 / 2027
English
1
0
10
2.8K
SunvMikey
SunvMikey@SunvMikey·
Not many people are talking about the hidden black swan that is looming...Helium being severely limited to TSMC. Sure they are still in production but how long until they run out of Helium due to the Iran war? What happens if the semi supply chain collapses? Definitely worthy of keeping an eye on it
English
3
0
14
1.8K
Mark Boon
Mark Boon@markcboon·
@MarkosAAIG To me such labeling of your co-worker comes across as condescending.
English
2
0
1
68
Mark Boon
Mark Boon@markcboon·
Today I increased my position in $NUAI with 150% I see them partnering with $NBIS for 1 GW BTM data center in Ector county, TX, have the development back-stopped by $MSFT Then rinse&repeat as CEO says. $NUAI pick&shovel landlord $NBIS full-stack compute $MSFT hyperscale tenant
English
0
0
0
165
Joel
Joel@growthrapidly·
If you had $100,000 to invest today and couldn’t sell for 5 years, what would you buy?
English
95
1
50
19.5K
Dan Cahill, CPA
Dan Cahill, CPA@Mindwalletbody·
$aspi Looking forward to an update on the O-rings for their compressors
RedChip@RedChip

ASP Isotopes $ASPI: Live Investor Webinar + Q&A - Tuesday, March 17 at 4:15 PM ET If you’re watching critical materials and the U.S. nuclear supply chain buildout, this should be on your radar. @ASPIsotopes is scaling a platform spanning high value isotopes, HALEU fuel supply, and helium and critical gases for markets tied to semiconductors, quantum computing, medical imaging, and next-gen nuclear. Key topics to listen for: • TerraPower agreements to finance and supply up to 150 MT of HALEU over 10 years starting 2028 • Joint venture with Fermi America to build a HALEU enrichment facility at the 11GW HyperGrid campus in Texas • Commercial milestones across Silicon 28, Carbon 14, and Ytterbium 176 with multiple enrichment facilities operating • The Renergen acquisition expanding $ASPI into helium and critical gases, with scale up backed by up to $750M of committed financing • Management’s roadmap targeting additional isotopes tied to Western supply shortages and multi sector demand Register Now: redchip.news/4rKWYR2 $ASPI $SMR $NNE $OKLO $UUUU $CEG $VST $CCJ $UEC $LEU $GEV $BEP

English
6
1
28
8.6K
John Galt
John Galt@AtlasShrug1·
How can you prefer this to $NUAI? Make it make sense! Right @litigious_dulce @ConvexityStocks We have 3GW gas and 5GW nuclear w a hyperscaler incoming shortly through PDI. Just 1GW makes this a $16-24 stock based on the project financing models I’ve seen. Would love to hear others’ opinions!
English
3
0
8
653
Parabolic Runners
Parabolic Runners@runners271851·
$DGXX What we may see next month! If a tenant announcement drops, expect something like: “DigiPower X enters a multi-year AI compute hosting agreement with CoreWeave, supporting up to 10 MW of capacity.”
English
3
0
30
1.6K