aaaaaaaaaba

@StarDestr0yer @RonShamgar Yes and the pricing at the IPO reflected the sell down

@RonShamgar Sell down from my point of view made sense as it was only the 2 founders and that helped the liquidity and loosenedthe register. It is when funds and other seed holders are part of the sell down I am worried. The 2 ounders still own a crap load!

$FDC.AX Yes!!! Still holding the lot..

@puppyeh1 Why are you such an AI skeptic?

So firmus has now done, what, 5+ equity and debt raises in the last <12mos, over $5bn, and still won’t IPO? 🤣 Ppl should realize every late pre-IPO round essentially destroys IPO demand and turns potential IPO buyers into net sellers… Be lucky if they get this away before OpenAI blows up

@TheATeamDream @MrBeast @grok 3,141,592

@MrBeast @grok count the pennies. Make no mistakes.

First person to reply with the exact number of pennies in this room win $10,000

@Lickquidity @BrettKPG @bowtiedstocks 😆 😆

@BrettKPG @bowtiedstocks You can control when you physically sell them though right?

$kpg.ax founder @BrettKPG selling shares on market now at 52 week low, “Do as I say, not as I do.”

@VJNCapital R&D?

That small yellow revenue slice you see is generated by 1/5th of $META employees... 18% of employees produce 0.7% revenue

@P_Remarks Make enough money on the way up who cares

@BrettKPG Why are you selling shares

$KPG.AX, excluding insiders approx 50%, our shareholder base is largely not Australian (18%).

@MarkDiStef 😭 😭

Or visit the AFR and SMH who broke the story afr.com/technology/wis…

@Tbone_Al @bowtiedstocks CEO sold more shares 👀

Hey @bowtiedstocks, what would happen to this stock $KPG.AX if it ran out of finance headroom (bank facilities) to fund future acquisitions at its historical cadence?

@puppyeh1 @van00sa Bears sound smart, bulls make money

@van00sa this is going to age horribly vanessa. sorry. you get so much right but this one is so, so, so wrong

You have the chance to buy the most powerful company on earth. >> Starlink: $11.4 billion in revenue, up 48% in a year $4.4 billion in operating profit at a 39% margin 10.3 million subscribers across 160 countries, doubled in 12 months >> Rockets: 165 Falcon 9 launches in a single year Roughly 80% of the entire global commercial launch market $5.9 billion from NASA, the Pentagon and intelligence contracts >> AI: xAI, Grok and the Colossus data centers now sit inside SpaceX Anthropic is paying $1.25 billion a month through 2029 to rent its compute >> Now: Priced at $1.77 trillion, the largest IPO ever Over $250 billion in orders for a $75 billion raise Only 4.2% of shares actually trade Opened at $135 and ran past $190 in a week Elon Musk’s billion share payout only vests if SpaceX puts 1 million people on Mars. Satellite internet, a rocket monopoly, AI and a one way ticket to Mars. All on one ticker.

@bowtiedstocks @RonShamgar They push dirt around, hardly DCs

@RonShamgar AI data centres electrical contractor play for the re-rate?

One of our core holdings 💪🏻💪🏻👇👇 $SYL The cheapest contractor by a mile on the ASX Pretty much they all do similar stuff yet sector on 10-12x whilst $SYL on 6x We think the stock can double if they acquire an electrical contracting biz with scale and win some large contracts 👇👇👇👇

@Tbone_Al Are you really complaining about a new ice cream store? How sad :(

New ice cream place at Nth Sydney, now when I get off the train, I have to navigate manic bitches with a sugar high🤦‍♂️ I'd prefer they just stayed in the pub and did coke and cheap prosecoo 👎

@bowtiedstocks They will make money first

These Space X IPO bagholders are going to get absolutely rinsed...

@hp_equities U think this is a rational market??

@ablemoney1337 Let’s revisit in one year

Following $KTK.AX IPO, Canberra-based drone company, Boresight, will also join the ASX boards. The raise will value the company at $40m mkt cap (10x revenue). Crazy these raises are still getting up in post-budget CGT tax system. boresightuas.com/_files/ugd/d8b…

@hp_equities whats the multiple now

@ablemoney1337 10x revenue

@ShitValueFund And connection to the grid …

@ablemoney1337 Yeah it will... 18 months from now they should have revenue commencing. It's not complicated like a mine. It's solar panels and a battery

Have added significantly to my $FHE $FHE.ax position between 20c and 23c over the past few days. Managed to reduce avg entry down to almost 23c. Debt should be finalised next month....will need couple months to digest the raise... Then stock should move.

@ShitValueFund You honestly think the thing will be up and ready in 6 months??

@ablemoney1337 It doesn't take 2 years. Construction is only 6 months. The rest is lead times ordered. And the story will get out.. These plays get taken over for 20x to 25x EV /EBITDA

@TechFundies It’s pretty poor quality though

If you are a $FDS customer, be sure to call your rep. Mine says nearly all clients are trialing the MCP, and 100% of completed trials converted to paying for the connector. 100%. List price for the connector is a 20% uplift to contract value for the first 10 seats and then drops to an incremental 15% for additional seats. Said there has been 0 pushback on price. Single seat pricing still a work in progress as that is a minority of their business. Stock trades at 14x this year's GAAP EPS estimate which is likely too low, and 13x next year which is highly likely to be too low...