Cormac

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Cormac

Cormac

@cormac_c

Ireland Katılım Ekim 2010
1.3K Takip Edilen406 Takipçiler
Cormac
Cormac@cormac_c·
@asvimaha @Wexboy_Value @KR1plc @Polkadot @thinklikeawhale @kr1 How long is a piece of string? Imho, placing a target price on any token is a fool's errand. Near impossible to construct sensible target prices based on token economics, as the required input assumptions are complete and utter guesses
Dublin City, Ireland 🇮🇪 English
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Wexboy
Wexboy@Wexboy_Value·
#KR1 15 mins after the open, and $KROEF is trading at $3.15 (225p) & alrdy boasts 0.5 million+ share volume... ...who d'ya thk is the real share price driver here now?! 🤑🇺🇸
GIF
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Cormac
Cormac@cormac_c·
@Wexboy_Value I would be curious to know how much of your write up was in the investment paper...
Dublin City, Ireland 🇮🇪 English
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Wexboy
Wexboy@Wexboy_Value·
And yeah, investors who didn’t own (enough) #Applegreen & thk this #dealisasteal, only have themselves to blame here... ...cos this takeover bid hardly comes as some extraordinary surprise!?!
Wexboy@Wexboy_Value

Bt of course, it’s still extraordinary to realize this #Applegreen deal multiple actually INCLUDES a 48-64% premium..!? So investors who (will) thk this is a #stealofadeal only have themselves to blame... ...after all, THEY were the pre-deal APGN mkt price! 🤪🙄

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David
David@Ren0o_·
@Wexboy_Value A definite preference for the latter. Simplicity is a beautiful thing.
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Wexboy
Wexboy@Wexboy_Value·
Soooo...watcha looking for: A #longread on some fascinating #specialsituation stk... ...or some pot'l #multibagger whose inv't thesis is so compelling it cd & prob shd be written on the back of an envelope?!
Wexboy@Wexboy_Value

#wow Now at 8,500 words & counting... ...lots more good stuff to add, not to mention fat to cut... ...in due course, life & mkts permitting, hopefully it’s a fresh post/inv’t thesis to come!

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Keşfet

@asvimaha @Wexboy_Value @KR1plc @Polkadot @thinklikeawhale @kr1 @Ren0o_ @elonmusk