Tuomas Lehtinen

@AkiPyysing @PekkaOllikainen Saylorilla on lähes 1/16 arvioidusta avoinna olevasta tarjonnasta, vaikea nähdä ettei lopputulos pääty kyyneliin, kuten Huntin veljeksillä -70 luvulla. En usko sekuntiakaan, ettei rahoittajilla tule raja vastaan jossain vaiheessa.

@AkiPyysing @PekkaOllikainen Itse olen skeptinen, että liekkö nähdään 100k enää ikinä. Louhijat rakensi bisneksensä tuon tarkoituksettoman sekoilun varaan ja sai jostain syystä miljardien mahdollisuuden muuntua data center bisneksiksi.

Ei haittaa vaikka Bitcoin laskee, koska Strategy ostaa koko ajan niitä lisää, mitä nyt pikkuisen välillä myy osinkoja maksaakseen. Mutta raha myydyistä pitkoista on ihan eri rahaa kuin mitä preferred osakkeiden myynnistä saatu raha. Muutenhan toiminta olisi pyramidimaista.

I find it insane, all these crypto miners got an out to transform from silly tinkering projects to data center colocation deals and a legit business model. Fortune favors the bold, eh?

@justnumbers1242 Yeah, go do it. Ask it how much liquidity can the company access and it will tell you with cash, sylebra revolver, warrants and bond sales total $679 million potentially accessible. Bankruptcy incoming 😂

$PCT go to your favorite AI and ask it to analyze $PCT cash burn and runway.

@calvinfroedge What's your opinion on this: substack.com/home/post/p-19… ?

I think this is correct I don't think that the Strait reopens until there is real panic Until basically, the whole world wants to throw Trump and Israel under the bus to get peace

@CapitalShipyard @DrDreidel2 @Mike_Taylor1972 Just my take, and I'm not recommending anything.

@CapitalShipyard @DrDreidel2 @Mike_Taylor1972 Well, Ironton works and is operational, and it's big compared to a lab, but small in comparison to what they've planned. If you want to wait for financial numbers to confirm and invest later, then that's more about your risk tolerance than the information given at this point.

Surprised $PCT has a $2.8B EV. Usually these "Straw Into Gold pilot plant" science projects top out at a few hundred million. Is there some reason to believe the unit economics are positive?

@CapitalShipyard @DrDreidel2 @Mike_Taylor1972 If you wanna be safe, use gen 1 margins. The model will spit you a ridiculous stock price regardless, when you run it up to scale with further operating lines coming in the future.

@CapitalShipyard @DrDreidel2 @Mike_Taylor1972 Costs related to operating the facility, energy usage and so on are all very well measurable and visible. Especially when they've already been running the plant for a year. So I don't really see why the mgmnt guidance wouldn't be reliable input in cash flow model at this point.

@JyrkiUurasmaa Se on nyt jo tavallaan poliittisessakin keskustelussa, niin en usko asian muodostuvan samanlaiseksi pullonkaulaksi, kuin vaikka tämä muisti ongelma. Paitsi tietysti jos jossain tulee teknologinen läpimurto ja ratkaisu.

@JyrkiUurasmaa Energiaa minäkin mietin, mutta asiahan on semmoinen, että vaikea löytää instrumenttia tuon hyödyntämiseen. Riippuu monesta asiasta ja keskukset pitää rakentaa ensin, niin millä aikavälillä hinnat reagoi ja kuinka vahvasti. Sopeutuuko tarjonta? Mutta perehdyn näihin!

@CapitalShipyard @Mike_Taylor1972 Well of course the scams try to attain credibility by association as well, but that comparison is very far fetched. All the backgrounds fit on the board. The only politician is the thailandese minister. He has chemical engineering degree and is there to fix local financing...

@tlehtinen52 @Mike_Taylor1972 You put emeritus directors on your board when you're trying to sell a story, not when you're trying to knuckle down. Four star general, CPG heiress, etc. Theranos vibes.

@CapitalShipyard @Mike_Taylor1972 Aha, are you willing to elaborate your thought process?

@tlehtinen52 @Mike_Taylor1972 The Valarie appointment is frankly one of the main things that tells me this is a promote, not a real business

@justnumbers1242 @CapitalShipyard Unfortunately at least partially true. In regards to original timeline, it's been a bumpy road. They've still shown grit and handled every issue thrown at them so far. You have to remember they're doing something new in massive scale.

@tlehtinen52 @CapitalShipyard They have missed guidance every time!!!

@CapitalShipyard @Mike_Taylor1972 Can't remember the name of the German film machinery maker that has validated the resin for film products. Should google that, if you're interested. Valerie Mars is in $PCT board, so wonder where all that packaging film is going to go...

@CapitalShipyard Define compelling external validation? Technical or stakeholder ? Druckenmillers invested in this. Dan Gibson running Sylebra is a former Tiger Cub. @Mike_Taylor1972 running $PINK is invested. P&G has validated the tech in several publications.

@CapitalShipyard For pure material it is. They're going to be compounding it, so it will dilute but increase volumes and revenue.

@CapitalShipyard They've given a guidance years ago, and confirmed it several times at this point. Their process turns waste into virgin level material and we've received several validations for it already + the process is getting more efficient. EBITDA should be >50%.