@babyfolio $KRKNF is one of those stocks that intend to ride till I die or fly. My average starting position is 3.98€ and when it went it up to 6.25€, even the though of trimming didn't occur. Maybe a dumb decision, idk, but I have a lot of faith in this company.
My $KRKNF / $PNG.V (Even tho canada exchange is closed) is acting as cash today.
Only down -2% is a blessing
Personally, I think(and hope) this dip continues a little, this week should end red.
So i'll be patient with my buys.
People are sleeping on $KRKNF /$PNG.V
Nothing is priced in.
Not the Covelya merger, not the Nasdaq listing.
You can get it cheap today, or super expensive in half a year.
@AyeAye_CAPT@CKCapitalxx 95% of the planet doesn’t need??? You’re looking at it the wrong way…I think all 8Billion people need it, but 5% of the time. Ever gone hiking, and wanted to call your girlfriend at the summit? Ever gone hunting in the mountains? Forest? Country side?
People are sleeping on what $ASTS actually is as a business. Let me show you why this could become one of the greatest cash flow machines ever built.
First understand the comparison.
Netflix has 325 million subscribers paying $15 a month. $45 billion in annual revenue. $380 billion market cap.
They spent 15 years and tens of billions in content spend acquiring every single one of those subscribers one at a time.
Spotify has 290 million premium subscribers paying $11 a month. $17 billion in annual revenue. $120 billion market cap.
Same story. Years of losses. Billions in marketing. Fighting for every user.
$ASTS does not work like that.
$ASTS charges carriers a wholesale fee per subscriber. AT&T does the acquisition. Verizon handles the billing. T-Mobile manages the churn.
$ASTS provides the network layer and collects on every user that opts in. No customer acquisition cost. No marketing spend. No churn risk. Pure recurring infrastructure revenue.
Now here is the simple math.
3.3 billion subscribers sitting inside partner carrier networks today. Management is guiding 2027 revenue approaching $1 billion with half the commercial pipeline already booked.
Analysts project $1.6 billion in 2028 with profitability expected that same year.
At $5 per user per month on 1 billion subscribers that is $60 billion in annual revenue.
Netflix generates $45 billion serving 325 million subscribers they had to fight for one at a time.
$ASTS has access to 10x that subscriber base through partners who already own the customer relationship.
FCC authorized up to 248 satellites. They are targeting 45 to 60 by end of 2026. The revenue curve has barely started.
This is not just a satellite company.
It is one of the most scalable subscription infrastructure businesses ever built.
Deep-sea mining may become one of the defining resource debates of the 21st century.
Beneath 4,000–6,000 metres of Pacific Ocean sit vast polymetallic nodule fields containing billions of tonnes of manganese and hundreds of millions of tonnes of nickel, copper and cobalt — metals essential for electrification, AI infrastructure, defence systems and the modern industrial economy.
Meanwhile, ore grades on land are falling, mines are becoming larger and more environmentally intensive, and supply chains are increasingly concentrated in a handful of countries.
So the real question is no longer whether we need more mining. It is where that mining happens.
Part I of my new deep-sea mining primer explores:
• What deep-sea mining actually is
• The different types of seabed mineral deposits
• The history of exploration in the deep ocean
• Why the Clarion–Clipperton Zone matters
• The geopolitical battle over regulation and control
• Why countries like China, Japan and the US are moving aggressively into the sector
• And why the debate is fundamentally about the future of critical mineral supply chains
Tomorrow in Part II, I’ll tackle the environmental debate directly:
• The reality of abyssal ecosystems
• Sediment plumes and biodiversity concerns
• How deep-sea mining compares to terrestrial mining impacts
• What we already do to the oceans today
• Whether deep-sea mining could meet global environmental standards
• And the broader moral argument from a mineral-imperative perspective
Because this debate is no longer theoretical. It sits at the intersection of energy, industrial policy, geopolitics, environment and the future material foundations of civilisation itself. @TheOregonGroup@themetalsco@EdZamanillo#DeepSeaMining#CriticalMinerals#Mining#EnergyTransition#Nickel#Copper#Cobalt#RareEarths#Geopolitics#EnergySecurity#MineralImperativeopen.substack.com/pub/amandavand…
$TMC What is your probability weighted valuation price per share for TMC by December 2026 based on permitting progress, financing, production timeline, commodity price assumptions and USGOV funding of a 12mt refinery in Brownsville, Texas?
@buttonslives Remember one important thing; Jesus Christ is the one and only Lord and savior and he is the ONLY way to salvation, the only defeated of evil. I recommend Protestant churches as that’s my upbringing. I’ll pray for ya, that you find the right fit!
@heresyfinancial@lindgrenowitz@grok I think its a great buy here...Why dont you ask $SHOP though? See if theyve done any share repurchases in the last 3 months...😜🥳
Shopify $SHOP has historically been a great business
Buying their stock when it’s down a lot has been a great move in the past - and they are down 45% from ATH right now
But do they have a moat anymore?
How do they compete in a world with Codex, Claude, and @Grok Build?
@OG_TINBARON@Nichola77431904 Gerard has confirmed in this latest earnings call that they do have rare earths present in the nodules (probably trace amounts). I would give them the multiple regardless of % amount lol!
$TMC notice no mention of Rare Earths from the Trump China visit. They glad handed and made “deals” on everything else, but not that. Because China will continue that choke hold. We are powering forward with our own supply chain and deep sea mining is the fastest to market.
@elonmusk The Odyssey survived the Dark Ages, the Fall of Rome, and the Black Death
It will survive Nolan, too. While his DEI-laden, Bat-armor fan-fiction is forgotten by next summer.
Homer will still be standing. Nolan is just a footnote in a history he’s not smart enough to respect
@emilyjuniper_ THEYRE whatever Nolan tells them to be. He IS homer, didn’t you figure that out yet? He travelled back in time during interstellar and is the only man capable of captivating an audience for centuries. Other than Jesus of course