Maximus

492 posts

Maximus banner
Maximus

Maximus

@VendettaMaximus

Sports

Toronto, Ontario Katılım Şubat 2020
194 Takip Edilen62 Takipçiler
Russell Starr
Russell Starr@Russ_N_Starr·
I love this company. And the valuation of $DEFT is ridiculous. But when you go silent for months. Have little to no investor outreach, and disallow any responses to your twitter feed and only talk about corporate conferences, people lose interest and start looking for other ideas. You become an opportunity cost. Even though $DEFT is now trading below their cash flow on an EV basis, it has become dead money. Curtis is amazing but he is one person in NA. The entire management and operations are in Europe. Add all this together and you get capitulation @jhnwtt @Forson
Wombey14@wombat_oz_14

$DEFT

English
18
5
36
3.2K
Maximus
Maximus@VendettaMaximus·
@UnderdogNBA of course so he won't hit his PRA. NBA is full of scamming. gambling
English
0
0
0
177
Underdog NBA
Underdog NBA@UnderdogNBA·
Status alert: Isaiah Collier (knee) won't return Sunday.
English
64
6
165
182.7K
Utah Jazz
Utah Jazz@utahjazz·
Isaiah Collier (right knee contusion) will not return to tonight’s game.
English
19
3
60
14.2K
Curtis Schlaufman
Curtis Schlaufman@CSchlauf·
I wish we could control the stock price. The company is trading under ~2.5 x 2025 revenue and base case ~5x 2026 based on the current market. Undervalued either way you cut it but the our ifrs financials from last year make it look like the company is bleeding money. When our 2025s are released that will provide a clearer picture of the company’s financial health. Would also be nice to come out of this bear market soon.
English
12
4
37
2.3K
Mitchell Frondal, MBA
Mitchell Frondal, MBA@MitchellFrondal·
$DEFT I laugh when I see those posting $15-20. In your dreams I personally feel we should be at $1.50-3 just with the current business value. Market manipulation and shorting definitely been hitting us hard. We do need to get back above $1 @CSchlauf not asking much as shareholder
English
4
0
11
1.8K
Misha B
Misha B@slickmikh·
Happy Super Bowl Sunday! Day 6 posting reaching out to @ericjackson to reply about the things @nicolexandre said about @olivierfrancois owing him money for promoting his companies. Please let us know what the deal is! $btq $deft $emjx $open $betr @CSchlauf thoughts?
Misha B tweet media
English
2
0
4
1K
Maximus
Maximus@VendettaMaximus·
@siomoCTV Another disabled train issue now on the lakeshore East line leaving union (5.20pm train) leaving people stuck on the train for multiple hours. Train conductor on loudspeaker calls it "an act of God". So @metrolinx you experiencing multiple "acts of God" in the same week?? joke
English
3
1
15
1.7K
Siobhan Morris
Siobhan Morris@siomoCTV·
We have a multi-day disruption at the country's busiest transit hub with no immediate and no one from Metrolinx can find their way in front of a camera?
English
38
107
681
69.6K
Maximus
Maximus@VendettaMaximus·
@Rob4Ajax Another disabled train issue now on the lakeshore East line leaving union (5.20pm train) leaving people stuck on the train for multiple hours. Train conductor on loudspeaker calls it "an act of God". So @metrolinx you experiencing multiple "acts of God" in the same week?? joke
English
0
1
3
394
Natoshi Sakamoto
Natoshi Sakamoto@NATOSHI___·
@CSchlauf @MissJanesMike If the share price really matters, why aren't the insiders buying as many shares as possible? Why don't the other insiders buy more shares? How can you convince someone that DeFi Technologies is undervalued when lot of retail investors hold more shares than the President and CFO
English
1
0
3
161
mike's taken
mike's taken@MissJanesMike·
Why should you invest in $DEFT if you enjoy listening to management tell you that share price doesn't matter, if you want your investment to get a noncompliance letter, if you want to wonder way these concerns aren't being addressed, then buy $DEFT.
English
1
0
0
1.3K
Lazarus
Lazarus@Lazarus_Capital·
Q&A $DEFT Q - marketing budget A - low, ramp up for 2026, especially in Scandinavian countries Q - long term vision A - build largest asset manager ex US. Might enter US. Looking at markets that will bring in good margins. Building out active strategies. Q - $100m raise, if to deploy capital which business line A - looking to deploy across all lines, most will go to valour. Will continue for vertical integration. Some will be used for seed money. Launching a custody and funds business. Investing into vertical integration, taking middle man's margin. Building a lot of infra for ourselves. Building for long term mission. Q - Most AUM from Scandinavia? A - yes. Over 90% from retail. Interest from institutions across all markets.
English
6
4
13
3K
Tom
Tom@Tom740719459432·
@Russ_N_Starr They stopped to disclose monthly data. This is a very bad signal. Olivier is a cheater. Take a look at another fraudulent company $btq, share price free fall as well.
English
1
0
0
239
Russell Starr
Russell Starr@Russ_N_Starr·
Look very closely at $DEFT. They have a US market cap of about $320 mln. They have $165 USD in cash and liquid assets and also $40 mln in privates. That means that their 120mln USD run rate for this year in REVENUES is their market cap ex privates and cash. THIS RARELY happens when a business is trading this cheap. @Forson @jhnwtt @CSchlauf this is largely a management and communication discount - roll up your sleeves and start executing and communicating!! Oh and would it not make sense to buy back a boat load of shares here?? Does the community agree with me? Or @jhnwtt and insiders buy religiously to show belief in the company... This is not a complicated world - 165mln USD in cash - buy back 10 mln shares below 1 USD!!!
English
26
9
88
6.1K
Maximus
Maximus@VendettaMaximus·
@bdubsports_ Teddy Shitwater, ladies and gentlemen
English
0
0
1
167
Benchwarmer Sports
Benchwarmer Sports@bdubsports_·
Why tf is Teddy Bridgewater playing professional football? Bro have debts to pay down or something?
English
121
40
2K
7M
Maximus
Maximus@VendettaMaximus·
@TrainIsland Teddy Shitwater ladies and gentlemen
English
0
0
0
172
Christian D'Andrea
Christian D'Andrea@TrainIsland·
Teddy Bridgewater nearly threw 2025's funniest interception
English
6
19
120
19.1K
Rick
Rick@WCoastlife87·
So sorry I got busy today. Better late than never. How did $DEFT @DeFiTechGlobal perform in the market this week? Anyone want to guess? @Forson @CSchlauf
GIF
English
1
0
7
1.2K
Maximus
Maximus@VendettaMaximus·
@Str33x @Drewbarilli that pos Olli bought $700k in btq shares today after shareholders begged and pleaded with the guy for over a year to buy some $Deft shares.
English
1
0
3
312
Barula@#
Barula@#@Drewbarilli·
Owning $deft #deft is comparable to being terminally ill… no chance of recovery
English
5
0
6
1.8K
Eric Jackson
Eric Jackson@ericjackson·
.@Russ_N_Starr had some interesting comments about $DEFTF on his @stocktwits talk this morning. Some of these come from his comments and I’ve added in AUM/revenue/profit/multiple implications: - They make approx 10% in mgmt & staking fees on their ETP AUM - They’re at just under $1B in AUM now just in Europe - They’re going to double the # of ETPs available in Europe by end of month (taking them to $2B in AUM within a reasonable time) - They’re going to double the # of ETPs again by end of 2025 (taking them to $4B in AUM reasonable soon thereafter) - They’ve signed an MOU to enter Asia which could be just as large a market as Europe (taking them to $8B in AUM) - They’re focused on entering Middle East/Africa soon - again just as big a market (taking them to $16B in AUM) - At 10% in fees, they’re going to generate $1.6B a year in revenues from their ETPs (at scale in Europe, Asian, Middle East/Africa) - Add on another $100M a year in DeFi Alpha revenue and that’s $1.7B a year in revenue - Their operating costs are $10M a year - Put a Galaxy 17x forward multiple on that for just under $29B - Their crypto treasury and cash today is $60M; give that a 2.4x multiple (like $MSTR) for $144M in market cap; they will likely add more BTC, SOL, and CORE to their treasury as they’ve indicated - With 320M shares, that implies a stock price of $90/share vs. $2.85 currently - That’s not where it should trade today but could it trade there by end of 2025 with product and geographic expansion suggesting they’re on their way to $16B in crypto AUM worldwide? That’s the blue sky scenario
English
11
30
120
24.2K
Michael Crudele
Michael Crudele@MichaelCrudele·
@bestlifeeverbro @CSchlauf @olivierfrancois @Forson The guidance from last quarter to this quarter was criminal. They would have needed a massive defi alpha trade or for sol to hit $300. We knew sol wasn't hitting $300 and they knew there was no alpha trade. Apparently they adjusted guidance for q4 now that Johan is at the helm.
English
1
0
2
37
Rob
Rob@Rob865508134540·
@jammastermike @olivierfrancois Oliver does not care about retail bag holders . He intentionally refuses to talk about Defi . He's too busy counting his money made from btq . Guys a phony
English
1
0
4
29
Olivier
Olivier@olivierfrancois·
Excited it an understatement for the work we have been progressing in the neutral atom modality race with the qPerfect team. Excited for the next chapter of growth with the pioneers of the technology, expanding our footprint and commercialization products $BTQ
BTQ Technologies@BTQ_Tech

BTQ Exercises Option to Acquire QPerfect, a Leading Neutral Atom Computing Company, Strengthening BTQ as a Fully Integrated Quantum Company newswire.ca/news-releases/… $BTQ

English
23
22
156
37.2K
Maximus
Maximus@VendettaMaximus·
@MarioFa75764782 @BetMGMCare yes pretty much. just void the leg, like your fellow sportsbooks, Caesars and William Hill have to protect their clients. Instead you are letting us get totally screwed over by someone who is going to jail.
English
0
0
0
107
Mario Fajardo
Mario Fajardo@MarioFa75764782·
@BetMGMCare @VendettaMaximus We have already reached out to you privately and publicly here on Twitter, and you’re not doing anything about it. Pretty bad customer service in my opinion. It doesn’t hurt you guys to just void that leg. We’re not asking for any freebies
English
1
0
1
27
Mario Fajardo
Mario Fajardo@MarioFa75764782·
Does anybody know if the Dulgarian fight is still on? Bet Mgm is no longer displaying the fight.
English
1
0
0
406