NG Asymmetry

98 posts

NG Asymmetry

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
NG Asymmetry
NG Asymmetry@NGAsymmetry·
@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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NG Asymmetry
NG Asymmetry@NGAsymmetry·
$VIVO Is today day 1 of the short squeeze?
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NG Asymmetry
NG Asymmetry@NGAsymmetry·
@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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NG Asymmetry
NG Asymmetry@NGAsymmetry·
@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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Drukqs
Drukqs@Blibbledurble·
@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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NG Asymmetry
NG Asymmetry@NGAsymmetry·
$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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NG Asymmetry
NG Asymmetry@NGAsymmetry·
@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 To see bots posting FUD with outdated tickers/information simply confirms my thesis.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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Andrew Han
Andrew Han@andhan04·
@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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NG Asymmetry
NG Asymmetry@NGAsymmetry·
@TheFroggy1001 Even at 3.6M this is highly asymmetric. If the shorts have doubled down and a deal comes, well 💵
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TheFroggyOne
TheFroggyOne@TheFroggy1001·
@NGAsymmetry Imagine the squeeze if the deal does drop. Would be kinds nuts to witness
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NG Asymmetry
NG Asymmetry@NGAsymmetry·
$VIVO Short interest data update tonight. 4 Million shorts possible?
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PropertyTales with Barrett Freeman
$VIVO showed a lot of support today. The whole market was down and VIVO was only down $.08 on the day. It's built a solid base. 😍😍😍
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NG Asymmetry
NG Asymmetry@NGAsymmetry·
@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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Sherif Baron Radwan ✝️
$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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Juju
Juju@baseddjuju·
@NGAsymmetry Just picked up calls for profit because my shares are a diamond hand for min of 2 years
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NG Asymmetry
NG Asymmetry@NGAsymmetry·
$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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NG Asymmetry
NG Asymmetry@NGAsymmetry·
@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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흑오리
흑오리@eaterofkorea·
@NGAsymmetry 확실한건 또 밀린다면 주가는 나락을 갈거야 ㅋㅋ
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Juju
Juju@baseddjuju·
@NGAsymmetry After watching for a couple of days. Today I hit my limit order and im officially in🫡
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