Swampdonkey

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Swampdonkey

Swampdonkey

@NorthFlyInvest

I like bird dogs and your best ideas.

Montana Katılım Kasım 2020
737 Takip Edilen201 Takipçiler
Swampdonkey
Swampdonkey@NorthFlyInvest·
@stoked_on_waves @yummyCenturyEgg I don’t disagree. I hate binary events and my heart wants this to be over and a lesson learned as a preferred holder. I was expecting a dismissal and end to the saga today.
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🦍@stoked_on_waves·
@NorthFlyInvest @yummyCenturyEgg ultimately I don't have a view about how the procedure goes. I still think its unlikely the prefs ultimately get anything.
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Swampdonkey
Swampdonkey@NorthFlyInvest·
@stoked_on_waves @yummyCenturyEgg Right but would that not put some pressure on debtors as they know motion might have some legs to settle even if judge wants to hold timeline?
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Swampdonkey
Swampdonkey@NorthFlyInvest·
@DonutShorts I had no idea these things were so theatrical. Way better content and personalities than anything on Netflix. $qvcgp $qvcpq
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Donut Shorts
Donut Shorts@DonutShorts·
Heard in the $QVCPQ hearing: "It's not personal, it's just business" Translation: "F*ck you, you're getting squat"
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Swampdonkey
Swampdonkey@NorthFlyInvest·
@stoked_on_waves Actually my read is that $168M is the floor. They are claiming CBI equity percentage, tariff refunds, etc. etc.
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Swampdonkey
Swampdonkey@NorthFlyInvest·
@stoked_on_waves I dont disagree, and I have nothing of value to add. This is way out of my wheelhouse other than being a baggy but was waiting for someone to step into the ring for the prefs.
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🦍@stoked_on_waves·
168M for the prefs if everything works? At least someone is having the fight but redoing the RSA would be like a year long adventure and the company might end up liquidating🤷‍♂️ restructuring.ra.kroll.com/QVC/Home-Downl…
Swampdonkey@NorthFlyInvest

$QVCGP Cygnus Capital filed in SDTX seeking an official equity committee laying out their objection to prepack. Argued QVC's bankruptcy plan would siphon all company's available value for benefit of creditors of a subsidiary and leave preferred shareholders with nothing.

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Swampdonkey
Swampdonkey@NorthFlyInvest·
$QVCGP Cygnus Capital filed in SDTX seeking an official equity committee laying out their objection to prepack. Argued QVC's bankruptcy plan would siphon all company's available value for benefit of creditors of a subsidiary and leave preferred shareholders with nothing.
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Swampdonkey
Swampdonkey@NorthFlyInvest·
@HedgeDirty As a leftwing country club member are you saying we are Republicans still in the closet?
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Dirty Texas Hedge
Dirty Texas Hedge@HedgeDirty·
Loyal, friendly, safe, agreeable, beautiful, kinda dumb. Thrives on structure, stability, and regularity. High financial maintenance / low emotional maintenance
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Dirty Texas Hedge
Dirty Texas Hedge@HedgeDirty·
Golden Retrievers are the canonical County Club Republican dog and everyone trying to claim them as left wing is just expressing their aspiration to be a Country Club Republican someday
Simon Sarris@simonsarris

maybe?

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Swampdonkey
Swampdonkey@NorthFlyInvest·
@PythiaR Having this discussion with a buddy this morning. Mine went from Bradley Cooper in Limitless to Forrest Gump this week.
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Pythia Cap: Partially Conductive
Claude has had an outage or been functionally hobbled/unusable every day during busy hours this week basically.
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Swampdonkey
Swampdonkey@NorthFlyInvest·
@AyazC_ @cheerspal0 I had a superpower for a couple weeks. As of this week it's basically useless. Im not naive to how cheap they were giving this away but rug was pulled fast if this isn't a temp road bump.
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Ayaz
Ayaz@AyazC_·
@cheerspal0 Yeah man. Maybe you'll have better luck but this seems to be a widespread problem. Claude was amazing before this. It could do just about anything.
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.@cheerspal0·
About time. I’m so excited
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Swampdonkey
Swampdonkey@NorthFlyInvest·
@TheNarrenschiff Gotcha, I was referring to mountain snowpack. I've golfed every month of the year in MT which is a first and never seen it so warm but the mountain snowpack is actually pretty decent. I dont think the rivers will be as dire as it first looked early winter.
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Paul Narrenschiff
Paul Narrenschiff@TheNarrenschiff·
I don’t really care about a poor ski season in the West directly, but poor snow pack usually means poor water conditions for fishing come May through September, and I do care about that.
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Swampdonkey
Swampdonkey@NorthFlyInvest·
@TheNarrenschiff @WaterworldCapi1 @willrayvalentin I get the bit he’s (Waterworld) playing but alot of those guys put their lives on the line for us during Op Iraqi Freedom. So talking shit from behind his Bloomberg terminal when he’s never served makes him look like most Americans right now. 🤡
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Paul Narrenschiff
Paul Narrenschiff@TheNarrenschiff·
@WaterworldCapi1 @willrayvalentin They were a big help in WW2, and have been a pretty staunch ally through most conflicts since then. Tactically, maybe not a huge impact for this, but a decent signal people are getting sick of our shit and the current administration is accelerating.
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SuspendedCap
SuspendedCap@ContrarianCurse·
The regime and IRGC obviously are backed into a corner here and could potentially lose power forever so of course they are going to go for max chaos and won't surrender. What do they have to lose? They don't care about the people lol
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John Galt
John Galt@WhosThisGaltGuy·
@calvinfroedge $UAN about to print their massive quarterly divvies
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🏴‍☠️@calvinfroedge·
Hormuz going offline isn't just bringing down Middle East petchem exports, it's bringing down Europe and half of Asia Petchem and fertilizer margins are about to go ape shit for American and Russian producers Anyone with secure feedstock access is going to print
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Swampdonkey
Swampdonkey@NorthFlyInvest·
@James56487175 @D438558409 Can anyone elaborate on the conflict with Tahltan? Trying to get up to speed on this and despite the positive MRE results is the long legal history between them and DBLVF not an issue?
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Keyser Soze
Keyser Soze@James56487175·
Getting close to 10x in ~5 years for $DBG.V / $DBLVF my largest investment, about which I’ve posted prolifically. I may get ~100x by end. @D438558409 might get a ~300x. NOW do people understand why I was dug in on this position for so long? It wasn’t random. 1 out of thousands.
Keyser Soze tweet mediaKeyser Soze tweet media
Keyser Soze@James56487175

@D438558409 @2Contango I’m in at ~$0.27.

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Swampdonkey
Swampdonkey@NorthFlyInvest·
@ShitFund I spent years working in the South. Our employer would add a couple bucks per day to our day rate to get a passport. Literal free money, 2/3 of the guys that worked for me wouldn't get one.
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will
will@friedoystercult·
My 9 month old just said “Daddy, this software meltdown is the worst market event that I can remember!” I said “Wow, you’re stupid. Read a book before you talk to me again.”
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