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NG Asymmetry
98 posts

NG Asymmetry
@NGAsymmetry
Small-cap equity research. Deep dives into tech infrastructure. 2026 YTD $15k to $120k Current Port - 50% VIVO / 50% SHT
England, United Kingdom Katılım Haziran 2023
216 Takip Edilen93 Takipçiler

@FabrizoRomando Thanks to the short squeeze I think we have a swift re rating rather than one that takes months to play out.
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@FabrizoRomando It’s a difficult one as it depends on a lot of variables for the deal etc.
If we say fully diluted 38M shares
$80M/year Mo I Rana contract 15 years strong sovereign tenant
70% of that value to account for risk brings me to $840M
$22/share fair value
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@Blibbledurble @FrankCurzio Given the SEC update MOC Friday, I think the signing happens this weekend upon completion of the updates. Announcement early next week
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@NGAsymmetry @FrankCurzio Hopefully the deal is done and it's just the announcement that will be Monday or Tuesday, otherwise it's been left very late.
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$VIVO
To directly address any FUD going on right now-
Monday- Khadija Mustafi interview on @FrankCurzio
Tuesday- Investor Deck scrub
Thursday- Phillip von Wulffen on Proactive Investors
The PR intensity increases and you’re bearish?
Also note that the SEC updates in regards to the public float name ‘Class A ordinary shares’ take effect on Friday. Deal most likely won’t happen before this.
Do we think the deal will be Monday or Tuesday?
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@KevinCh87865538 @baseddjuju @Vivo_Power @KevinChinARO @Tembo4x4 @Ripple @jpmorgan @ArowanaCo The person who paid for your bot services will go bankrupt lol
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@andhan04 @FrankCurzio A very sensible take. To see bots posting FUD with outdated tickers/information simply confirms my thesis. How underwater does one have to be to pay for a low quality service like this? Shorts are scared.
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@NGAsymmetry @FrankCurzio Yes I noticed the coordinated fear, it's ridiculous. As if K. Mustafi would attach her name to something that is a 'scam', to me it's obvious the company is proceeding carefully according to a plan.
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@TheFroggy1001 Even at 3.6M this is highly asymmetric. If the shorts have doubled down and a deal comes, well 💵
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@NGAsymmetry Imagine the squeeze if the deal does drop. Would be kinds nuts to witness
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@mixey7981097 @baseddjuju @mattchg @barrettfreeman1 I believe so. My opinion is they needed to scrub their deck and present final draft before signatures. If any information was slightly incorrect then there would be grounds for lawsuits.
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@BaronRadwan @KevinChinARO Contrarian but I like this short volume, sub 1M yesterday with 440K in the dark pool suggests a super locked float..
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$VIVO looks interesting here but is @KevinChinARO actually dropping a deal by June 30? Time is running out and volume is very thin here. News or lack thereof can move this violently in either direction.
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@baseddjuju @mattchg @mixey7981097 @barrettfreeman1 This is essentially just a legal clean up of the document, my understanding goes that they converted into Class B earlier in the year to retain superior voting rights
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@baseddjuju @KevinCh87865538 @Vivo_Power @KevinChinARO @Tembo4x4 @Ripple @jpmorgan @ArowanaCo I think exactly this, perhaps he should stick to his weird cartoon porn.
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@KevinCh87865538 @Vivo_Power @KevinChinARO @Tembo4x4 @Ripple @jpmorgan @ArowanaCo This nigga funny asf hahaha. I swear he tries really hard to even convince himself of this, but he knows he is trapped
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@baseddjuju What was the story that you bought into 2 years ago?
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@NGAsymmetry Just picked up calls for profit because my shares are a diamond hand for min of 2 years
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$VIVO
SEC June investor presentation update released June 23rd.
"to be used by the Company in meetings with stakeholders spanning the data center, AI, financial, and sovereign nation communities".
Wording also updated from Early June targets to June 30th deadline.
Could be the last good chance to buy here.
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@CamplinOliver @eaterofkorea You can always add your capital to the 3.6 Million existing shorts.
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@eaterofkorea That’s true, it will be a fire sale. I’m not aware of any delay so far could you explain what got delayed please?
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@NGAsymmetry After watching for a couple of days. Today I hit my limit order and im officially in🫡
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