
Swampdonkey
766 posts

Swampdonkey
@NorthFlyInvest
I like bird dogs and your best ideas.
Montana Katılım Kasım 2020
737 Takip Edilen201 Takipçiler

@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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@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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@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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@NorthFlyInvest @yummyCenturyEgg Says he doesn’t want to move confirmation date
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@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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@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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@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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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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@HedgeDirty As a leftwing country club member are you saying we are Republicans still in the closet?

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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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@SweatyEquities @milken_cookies Sweet, Todd going to run it into the ground for the second time?
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@milken_cookies Why is that? I heard that they are from a very reputable source
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Covington, Louisiana with its second multi billion dollar deal this year
Beacon Offshore Energy up next
Then Hornbeck Offshore IPO
Wall St Engine@wallstengine
Amazon is acquiring Globalstar $GSAT for $90 a share in a deal expected to close in 2027, adding satellite operations, spectrum, and direct-to-device capabilities to Amazon Leo. Amazon and Apple also signed a pact for Leo to support satellite features on iPhone and Apple Watch.
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@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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@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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@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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@ExNihilo_Aquila @EconstratPB Exactly, so many still refuse to accept it's not unintentional.
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@EconstratPB Even more insane if you think of him as a puppet
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@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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@NorthFlyInvest Reservoir levels in Idaho are low for this time of year (should be 100%).
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@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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@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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@WhosThisGaltGuy @calvinfroedge If there was ever a time for them to run at 95% efficiency and no surprise shutdowns.
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@calvinfroedge $UAN about to print their massive quarterly divvies
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@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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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@James56487175
@D438558409 @2Contango I’m in at ~$0.27.
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@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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@WaterworldCapi1 @friedoystercult Why is she sitting around on a Wednesday and not working?
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