bombercup

132 posts

bombercup banner
bombercup

bombercup

@bombercup89

Credo nel bene e nella capacità di migliorarci l'un l'altro. Confrontiamoci e cresciamo insieme

Milano, Lombardia Katılım Temmuz 2024
28 Takip Edilen18 Takipçiler
Origo
Origo@origoinvest·
Important to stay nimble and open minded +36% since this post a month ago on $KLAR after being a bear from IPO One point I didn't discuss in my write-ups is the free option on an upcoming court decision (June 10th) Klarna "inherited" the case through its acquisition of PriceRunner, who had sued Google for $8.3B of damages (more than $KLAR market cap) following market abuse claims (leaning on the EU 2017 Google Shopping infringement decision) Will share more thoughts over the weekend but high level: • decent chance of infringement • if so quantifying damages is the big question • former PriceRunner shareholders + litigation funder would also be party to any payout Not something we are underwriting in anyway or need in order to re-rate higher but always nice to have some free option on a catalyst
Origo tweet media
Origo@origoinvest

After being a Klarna $KLAR hater since the IPO (down 65% since) am now willing to revisit my stance: 1) At $5B $KLAR is trading close to net cash 2) We are now past the vesting cliff and appear to have bottomed-out 3) I am encouraged by their ability to forward sell and securitize receivables off balance sheet, positioning themselves primarily as an originator (similar to the much hated $CVNA) 4) EU banking license Will be digging deeper.

English
1
0
12
2.6K
bombercup
bombercup@bombercup89·
Uid 95276217 Buon compleanno! 8 anni pazzesco, Congratulazioni al nuovo CEO! @LewisZ @LABOoO @Dheee
MEXC Italia Fan Club@MEXC_Ita

🎉Happy Birthday MEXC - Giveaway 🥳 8⃣ anni. 80 USDT. 4 vincitori. Vuoi provare a vincere? Partecipa ai festeggiamenti: 🎂 Follow us+ like + retweet al post 🎂 Tagga 3 amici 🎂 Entra nella community Telegram (link in bio) 🎂 Commenta con il tuo UID e fai gli auguri a #MEXC. Se vuoi, dai anche il benvenuto al nuovo CEO. ⌛️Hai 8 giorni di tempo (fino al 21 aprile alle 18.00); ⚠️Max 3 commenti per utente (1 commento = 1 entry); 🧧 I 4 vincitori saranno estratti a sorte e riceveranno 20 USDT ciascuno. Facciamo sentire il supporto del Fan Club Italia 🇮🇹🙌

Italiano
0
0
0
14
bombercup retweetledi
MEXC Italia Fan Club
MEXC Italia Fan Club@MEXC_Ita·
🎉Happy Birthday MEXC - Giveaway 🥳 8⃣ anni. 80 USDT. 4 vincitori. Vuoi provare a vincere? Partecipa ai festeggiamenti: 🎂 Follow us+ like + retweet al post 🎂 Tagga 3 amici 🎂 Entra nella community Telegram (link in bio) 🎂 Commenta con il tuo UID e fai gli auguri a #MEXC. Se vuoi, dai anche il benvenuto al nuovo CEO. ⌛️Hai 8 giorni di tempo (fino al 21 aprile alle 18.00); ⚠️Max 3 commenti per utente (1 commento = 1 entry); 🧧 I 4 vincitori saranno estratti a sorte e riceveranno 20 USDT ciascuno. Facciamo sentire il supporto del Fan Club Italia 🇮🇹🙌
MEXC Italia Fan Club tweet media
Italiano
252
211
290
13.7K
bombercup retweetledi
MEXC
MEXC@MEXC·
Something BIG is shifting at MEXC. Can you spot the deeper meaning behind the logo? 👇 Drop your interpretation in the comments + your UID + #MEXC #MEXC0fee + Repost this video! 20 lucky winners will share $500. Ends April 14.
English
1.3K
1.1K
1.6K
108.1K
bombercup
bombercup@bombercup89·
MEXC’s new logo merges the “M” with a “00” symbol, representing zero fees and infinite opportunities. A fluid, open gateway designed for limitless global market access. UID: 95276217 #MEXC    #MEXC0fee
MEXC@MEXC

Something BIG is shifting at MEXC. Can you spot the deeper meaning behind the logo? 👇 Drop your interpretation in the comments + your UID + #MEXC #MEXC0fee + Repost this video! 20 lucky winners will share $500. Ends April 14.

English
0
0
0
11
bombercup retweetledi
MEXC Italia Fan Club
MEXC Italia Fan Club@MEXC_Ita·
📈 Guess the $BTC price - Easter Edition 🧙‍♂️ 🥚 Scopri il prezzo di Bitcoin che si cela dentro l'Easter egg e vinci! 🐰 👉 Pronostica quale sarà il prezzo della coppia BTC/USDT su MEXC il giorno 07/04 alle 18,00 e prova a vincere 20 $USDT 🎁 ✍️ Per partecipare: 1️⃣ Seguici, metti like e ricondividi questo post; 2️⃣ tagga almeno 2 amici nei commenti; 3️⃣ invia la previsione sul gruppo tg MEXC_Ita (link in bio) accompagnato dall'hashtag #MEXCitaEGG ⚠️ Le previsioni dovranno essere inviate sul gruppo entro e non oltre le 18.00 di lunedì 6 aprile (pasquetta)! I 20 USDT saranno assegnati e inviati sull'account #MEXC dell'utente che si avvicina di più al prezzo nell'orario e giorno indicato. In caso di ex-equo, i concorrenti divideranno il premio. ⛔️ Previsioni modificate, fuori tempo o inviate altrove non saranno considerate valide! Buona fortuna e… che vinca il trader più preciso! 🔮 #MEXC0fee #giveaway #trading #easteregg
MEXC Italia Fan Club tweet media
Italiano
27
23
30
1.3K
bombercup
bombercup@bombercup89·
@Majakovsk73 Mancano solo i nazgul e potrebbe essere un remake del "signore degli anelli"
Italiano
2
0
14
656
Majakovsk
Majakovsk@Majakovsk73·
#iran #usa oggi ne gira un'altra: Operazione usa per mettere in sicurezza uranio iraniano. Infondo il piano è semplice: - Parlarne per mesi, in modo da evitare qualsiasi effetto sorpresa - Probabilmente dichiarare la sera prima che ci sarà l'attacco con un post su Truth - Attraversare un paese che dispone di manpads ed antiaerea con degli elicotteri di attacco - Arrivare in qualche sito segreto, probabilmente sotto qualche montagna, conoscendo molto vagamente mappa della struttura segreta - Sbarcare e attaccare un contingente già allertato - Arrivare all'uranio senza perdersi - Caricare 400\500kg di uranio a mano, o con utilizzo di bravette, o magari con dei muli - Evitare di rimanere contaminati - Ripartire, facendo il percorso inverso senza farsi abbattere. Con un piano del genere, cosa può andare storto?
Italiano
29
23
323
17.3K
MEXC Italia Fan Club
MEXC Italia Fan Club@MEXC_Ita·
🌻 Spring season Giveaway 🐝 Festeggia l'arrivo della primavera con il MEXC Italia Fan Club! 5 fortunati vincitori si divideranno 50 $USDT (10 ciascuno)🎁 Come partecipare: 1️⃣ Seguici, metti like + RT a questo post e tagga almeno 2 amici; 2️⃣ Scrivi nei commenti quale token performerà meglio durante la stagione; 3️⃣ Completa le task su gleam ➡️ gleam.io/yxHLD/aspetta-… ⏰ Hai tempo fino al 31/03 alle 12.00! #MEXC #CryptoMarket #Giveaway
MEXC Italia Fan Club tweet media
Italiano
102
86
110
4.5K
Origo
Origo@origoinvest·
@OGCapital25 EchoStar $SATS Access SpaceX IPO at <$400B implied market cap, clear catalyst x.com/origoinvest/st…
Origo@origoinvest

$SATS EchoStar Updated Analysis Since we now have a tentative timeline on a SpaceX IPO, its a good time as any to update my NAV analysis and areas of interest as we go crescendo in to the next 6 months. Exciting times. The key takeaway from this exercise is that at the current valuation of $129 / share, $SATS is still trading at a discount to what I estimate to be a worst case scenario With a clear catalyst ahead EchoStar represents a high conviction expected value play with a high probability of 40-90% upside within a compressed timeframe Let's dive deeper into some of the swing factors at play: 1) Value ex-Space X: I estimate there to be $42-53B of asset value to the HoldCo (net of any OpCo debt). The main variables to this are (i) value of the remaining AWS-3 (paired) and (ii) Boost Mobile. AWS-3 (paired) remains a highly strategic asset and my base case at $2.5 MHz POP is quite conservative in my view. Boost Mobile is the largest "unknown" and can seriously surprise to the upside if the hybrid MVNO model takes-off and they become a core player in D2C through the SpaceX partnership. If this happens there is probably further upside to my high case. 2) HoldCo liabilities: there is a ~$8B NAV swing between my low and high case which is a function of (i) tower lease litigation and (ii) tax impact from spectrum sales. On the tower lease litigation there is >$4B of remaining lease obligations as at Q3 and we are taking the full hit in my low case. Whilst we are not privy to the contractual details it is highly unlikely in my view that EchoStar would be liable for the full sum with recourse to the HoldCo. Without going into too much detail the key legal elements revolve around the drafting of the Force Majeure clause (since EchoStar was forced by the FCC to sell its spectrum) as well as the counterparty and guarantor group under the contract. From what I gathered from the case it is likely that the EchoStar subsidiary that entered into the agreement is separate to the spectrum selling entities, is of limited substance and did not provide guarantees. Having said this I am still assuming some settlement amounts in both base and high cases. On the tax liability from spectrum sales, as I've highlighted previously there is a chance the Company can avoid this all together due to section 1033 of the tax code on forced sales of property (since the FCC mandated the spectrum sale they should qualify for a deferral so long as they reinvest the proceeds) 3) Based on all the above I get to a NAV ex-SpaceX range of $24-42B. Now if we overlay the value of the SpaceX stake, even at the very low-end of the IPO range ($800B) I get to a total NAV of $133-186/share. If the $1.5T rumoured valuation is true then we are closer to $190-243/share. Note that SpaceX is expected to represent >50% of $SATS NAV in my base case. 4) Thoughts on exit / trimming: as we approach fever pitch on the IPO I believe there is a good chance that $SATS trades, at least temporarily, at a premium to NAV (which is not reflected in my analysis). If this happens I would suggest trimming more aggressively as I would expect that premium to flip to a small discount once SpaceX shares are live. On the balance of probabilities I think the $200-250 range is a good area to take some profits. @transhumanica @BDeveran @ACapitalLP @HighStakesCap

English
4
1
8
1.6K
OrangeGroveCapital
OrangeGroveCapital@OGCapital25·
What single stock are you most bullish in right now? If you can share a TLDR too that will be much appreciated.
English
1
0
1
784
bombercup
bombercup@bombercup89·
@MEXC_Ita @usat I’m excited about USAT because it shows patience in its development. The project doesn’t rush to impress. MEXC gives it the platform to grow steadily. #USAT
English
0
0
0
42
MEXC Italia Fan Club
MEXC Italia Fan Club@MEXC_Ita·
🚀 Giveaway limitato $USAT e vinci 250 $USDT! 🪄Premio: 10 fortunati vincitori si divideranno 250 USDT 🔹Come partecipare: 1️⃣ Registrati su #MEXC 2️⃣ Segui @usat e unisciti alla community internazionale di MEXC: t.me/MEXC_ENofficial 3️⃣ Condividi perché sei entusiasta di USAT e pubblica nella community internazionale di MEXC con l'hashtag #USAT 4️⃣ Invia il modulo: forms.gle/sKShXgHbGfAxqo… e vinci la tua parte di 250 $USDT! ⏰ Termina alle 11:00 UTC del 3 febbraio #MEXC #USAT #Giveaway
MEXC Italia Fan Club tweet media
Italiano
66
59
82
3.5K
bombercup
bombercup@bombercup89·
@MEXC_Ita 1. Rising Ambassador 2. Elite Ambassador 3. Champion Ambassador 95276217
Português
0
0
1
7
MEXC Italia Fan Club
MEXC Italia Fan Club@MEXC_Ita·
🎇 Iniziamo il nuovo anno con un super giveaway 🥳 50 USDT per 5 vincitori! (10 USDT ciascuno) 1️⃣Seguici e metti like+RT a questo post 2️⃣Commenta #MEXC_ITA seguito dal tuo UID, tagga due amici e augura loro buon 2026! 3️⃣Like agli ultimi 3 post del profilo X Puoi commentare fino a 3 volte taggando ogni volta amici diversi per aumentare le tue possibilità. ⏰Termina il 6/01 🍀Buona fortuna! #Giveaway #MEXC #BTC #CryptoGiveaway
MEXC Italia Fan Club tweet media
Italiano
349
194
274
9.4K
MEXC Italia Fan Club
MEXC Italia Fan Club@MEXC_Ita·
🎃 Celebriamo Halloween con un giveaway speciale! 30 USDT per 3 vincitori! (10 USDT ciascuno) 1⃣ Seguici e metti RT + Like🩵 a 3 post del nostro profilo X 2⃣ Commenta #MEXC_ITA seguito dal tuo UID e tagga un amico 3⃣ Puoi commentare fino a 3 volte taggando ogni volta un amico diverso. ⏰ Termina lunedì 03/11 🍀 Buona fortuna a tutti voi fantasmini!
MEXC Italia Fan Club tweet media
Italiano
105
44
73
1.3K