@GrindeOptions Why should we clear up you’re senile presidents fuck off big mess..
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Oliver
2.8K posts
Who POTUS did not mention was:
- England
- France
- Spain
- Canada
- Germany
- Norway
- Italy
- Japan
- South Korea
Let that sink in.
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I’ll own it.
I was wrong.
Colin@colin_gladman
Welp. I said downside would start on Wednesday this week. Time to see if I’m right or a clown.
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@jmackga @ericjackson He’s made his money and he will fuck off now…leaving you bag holders.
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@ericjackson Hi Eric - retail confidence in SRXH/EMJX currently hinges on whether you still plan on taking the reigns as CEO once merger finalized. Can you confirm?
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Day 239. The model that predicted 7 bank failures just flagged private credit. $1.7 trillion. Same language pattern. Same trajectory. Thread below.
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Wow. That’s giving it straight to the head of state…..
Magyar Péter (Ne féljetek)@magyarpeterMP
I have arrived at the Sándor Palace to meet the President of Hungary. @DrTamasSulyok is unworthy of representing the unity of the Hungarian nation. He is unfit to serve as the guardian of legality. He is not fit to serve as a moral authority or a role model. Following the formation of the new government, Tamás Sulyok must leave office immediately.
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IF the Left were half as obsessed by HOW tax is spent as they are about who pays it, the UK would be ten times better off…..
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@samuelitolh @W98AB estate agents i imagine...hows that market going.....
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@OliverC1980 @W98AB Think of any outside of scamming and influencers and pick a few 👍
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@samuelitolh @W98AB Yeah hilarious, so tax but what was their profession?
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@OliverC1980 @W98AB Lots of my friends moved to Dubai. None of what you described.
If the UK was forward thinking when Dubai was kicking off we would have prevented people leaving by offering small biz tax breaks here but instead we fucked it all up and many of the entrepreneurial generation left.
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@samuelitolh @W98AB The first 2 points are a direct consequence of the trump led fuck up up in Iran, 6 weeks ago we had 2 cuts priced in and lowering inflation. On Dubai we lose personal trainers, FX scammers..no great loss. In regards to FI this has been fucked since Brexit. The UK needs a reset.
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@OliverC1980 @W98AB Mortgage rates went back up
Inflation is pumping
We lost all our young entrepreneurs to Dubai
London is marketed as a knife crime shithole (even though it's fine)
Foreign investors parking money elsewhere due to taxes being ridiculous
Markets in an overinflated bubble
✌️
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🇮🇱🇮🇷 Netanyahu:
"If we hadn't acted in time, Iran would already have had nuclear weapons."
The most patient nuclear weapon in history.
Always 6 months away.
For 34 years.
Mario Nawfal@MarioNawfal
🇮🇷🇾🇪 Everyone is focused on Hormuz. Iran's real wild card is sitting in Yemen The Houthis control the Bab el-Mandeb, the strait that connects the Red Sea to the Suez Canal They shut it down once in 2023 and have openly said doing it again "is among our options." If Iran gives the signal and both straits close simultaneously, 30% of the world's seaborne oil disappears overnight Saudi Arabia's last backup route runs through Yanbu on the Red Sea, right inside Houthi strike range. There is no plan C This is why Gulf states haven't joined the fight despite being hit by Iranian missiles for 44 days. This is why Riyadh stays quiet. The Houthis are Iran's insurance policy and Tehran hasn't even cashed it yet Source: Al Jazeera, TIME, TASS
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@samuelitolh @W98AB ok cool, enlighten me as to why demand is dropping?
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@samuelitolh @W98AB Anyway youre American? What do you know about the UK housing market?
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@OliverC1980 @W98AB Demand is NOT dropping because of the buildings amenities I can tell you now
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@samuelitolh @W98AB Demand is down because of crazy service charges and the wider interest rate environment. What i am trying to articulate is nobody cares about all that 'hotel' shit that is driving extortionate service charges (and will continue to do so)....these properties are fucked
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@samuelitolh @W98AB This is the problem though, how many people care about having a pool, cinema room, workspace, gym in there building? Demand is dopping because nobody cares about it AND wants to pay for the ever increasing upkeep..these are the flats that are getting fucked.
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@W98AB on-site amenities including a 24-hour concierge, a 16m heated swimming pool, sauna/steam rooms, and a two-story fitness center. Residents enjoy a private cinema, a 48th-floor cocktail bar, a business center with meeting rooms, and secure valet parking.
£1000 pm - normal
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שוב תיקנתי את פירס מורגן. הבהרתי לו שישראל לא ״מפציצה את לבנון״.
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Peace talks between the US and Iran have failed.
What does this mean for markets?
We'll probably open with a huge gap-down on monday, followed by more downside in case the situation doesn't resolve.
The market has proven to be resilient, so we might not see a new low.
My gameplan is simple:
Buy when we drop into support.
Buy more when we retest the 2025 march high.
This is a massive opportunity.
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Trump: "You want to see a stock market go down? Let a couple nuclear bombs be dropped on us or frankly any place else, and then you'll see a stock market that goes down. So the stock market has not gone very much at all. It's gone down a little bit. Much less than I thought. And frankly the gas hasn't gone up as much as I thought."
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$ONDS just to increase authorized common shares from 800M to 1.2B
Not approved yet, shareholders still need to vote
As of April 9, under the 800M plan:
• 481.9M shares outstanding
• 196.3M reserved for warrants
• 56.1M reserved for options/RSAs
• 63.7M still available for issuance
Potential dilution was already 40%
If approved, it rises to 60%
This comes after 74% YoY dilution
Still a great company with large growth ahead, but at 87x PS today, the dilution pushes the valuation into extreme territory, 217x PS
2026 revenue growth will offset it
But that means that in a year, it will still be trading at very large multiples with a far larger revenue base
As an investor, the question is:
Can you justify the dilution with execution?
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