Willy319
111 posts


@Underrated_Dom @EdKrassen I just came here to say that. That cop was staring a hole through that asshole.
English


@Mith_ @AscendElements Damn, sounds like they will no longer exist pretty soon.
English

Real quick, I am waiting on the results of the auction which was today, but there is new information on the @AscendElements bankruptcy.
On the 6th of this month they filed an emergency motion for $30 million in debtor in possession (DIP) funding, and this would be from a company called Kinterra (formally Bluegrass Infrastructure Partners Holdings LLC). Of that $30 million, roughly $18.8 million goes straight to Poland to exercise a land option for their Apex 2 facility there, where the Polish government has committed hundreds of millions in support. So nearly two thirds of the loan is not going to operations, it is going to preserve a foreign asset.
The other piece of this is that Kinterra is also the stalking horse bidder, meaning they have signed a purchase agreement to buy substantially all of Ascend’s assets if no one else outbids them at auction. Their bid is not cash, it is a credit bid, meaning they are bidding the debt Ascend owes them rather than writing a check. In other words, they are buying the company with the company’s own money.
The likely outcome is that Kinterra wins uncontested. Jefferies contacted 90 potential investors before the filing and got zero actionable proposals. The entire structure of this deal, the loan, the stalking horse bid, the termination triggers, all of it is built around preserving that Polish land option and the Apex 2 development.
That is the primary driver of value here. If Kinterra is successful, the US operations come along for the ride.

English

@CalltoActivism This stupid Son of a Bitch!! He has not a clue! Hate this fuck!
English

$abat 가 뉴스 업데이트가 아주 더디고, 자신들의 타임라인을 제 때 지키지 못한 것은 사실이지만.
적어도 분기 발표 때 만큼은 분명한 이정표들을 보여줬다는 사실을 잊으면 안된다.
간단하게 생각나는 것만 적어도
- 공장 120%가동
- FAST 41
- 토노파 플랫폼 예비 타당성 조사
- 4800만달러 현금보유, 대출상쇄
- 분기 매출 급증
- 현금 원가 커버
- 모스랜딩 수주
등등
회사가 뉴스 플레이를 적극적으로 하지 않는 것은 당장 주주들에게 아쉬움이 있지만 실적 발표할 때마다 분명한 이정표를 보여줬으니. 이번 발표도 기대할만 하다고 생각함.
한국어

$ABAT
지난 실적 발표때 두 가지 중요한 소식이 있었는 데.
1. Cash COGS를 처음으로 넘어선 것
2. 제 2공장 초기단계 진입
실적이 개선된 것은 아마도 모스랜딩 프로젝트가 진행중이기 때문이 아닐까 싶은데, 이번 분기 발표는 아마 더 좋게 나올 것 같고
2공장 뉴스는 이번 공시에서도 언급되면 좋을 텐데 더 분명하고 구체적인 사항이 있다면 오케이
그 외에 보조금 이슈, 토노파 프로젝트, 수출입은행 대출승인, 배터리 등급 리튬 재활용 등등 대형 호제도 남아있음
이번 분기 발표는 더 좋을 거고
남은 분기들의 발표는 더할나위없이 좋을거임
지금 주가도 고벨류이긴 하지만 미래가치를 떠올릴 때 더 높은 상단이 열려있음
-
중국이 생산량을 미친듯이 뽑아내고 남은 재고로 주변 산업의 피를 말렸는데, 한국도 그렇게 디스플레이 산업이 쪼그라듬
자유무역체제에서의 공생은 이제 사라지고, 미국마저도 자기 국가를 위해 국가주의 체제로 진행하고 있으니.
리튬의 채굴과 재활용은 확실히 국가산업의 단계로 진입했다고 생각함. Vault의 프로젝트가 어떻게 흘러갈지는 잘 모르지만. 미래에 abat가 살아남는다면 확실히ㅜ더 높은 밸류를 받고 있을 것
한국어

@Robnson_T I’m pretending well before that shit. Not wasting my time!!
English

Tim Scott: "The fact of the matter is that all of the cylinders are kicking. It is good news. You can even feel in our environment how good things are getting. Gas prices continue to come down, which means your groceries will come down a little bit as well. We've got a lot of good signs in the economy."
English

@JoJoFromJerz @atrupar This son of a Bitch is discussing! Fuck him!!
English

🚨⚡️ LITHIUM BULL CASE JUST GOT STRONGER ⚡️🚨
EV demand is EXPLODING 🌍🔥
🇪🇺 Europe EV sales surged ~30% as petrol prices spike ⛽️💸 → drivers fleeing ICE cars FAST
AND it’s not just cars
🚛 EV TRUCK REVOLUTION is here:
160,000+ reservations for a $20K electric pickup 🤯📈
💡 Translation:
Demand isn’t “coming”, it’s HERE
Fuel shocks + affordability = MASS ADOPTION
🔋 More EVs + Trucks = MORE LITHIUM DEMAND
Supply still tight = PRICE PRESSURE UP ⬆️
This is how supercycles start👀
#Lithium #EV #ElectricVehicles $LKE $LLKKF #ALB #PLS #ELV #A11 #EnergyTransition #BatteryMetals #EVTrucks #CleanEnergy #Commodities #Investing #BullMarket #Mining #Decarbonization #AI #EnergyStorage


English

@FurkanGozukara Ppl realizing the Consequences of there Votes! Beautiful!! Now Vote better and get the Piece of Shits out of office!
English

Well, it was fun while it lasted a day. Strait of Hormuz is closed once again. Never believed it was even open to be honest. $TSLA
cnbc.com/2026/04/18/tru…
English













