Matthew Chagdes

7 posts

Matthew Chagdes

Matthew Chagdes

@mattchg

Katılım Kasım 2023
36 Takip Edilen3 Takipçiler
Matthew Chagdes
Matthew Chagdes@mattchg·
@gulVasikova I’m curious what your perspective on if they’ll meet their self-imposed June 30 deadline for an announced tenant deal is. I don’t know how to interpret recent news (or lack thereof) and I know they’ve been bad with prior deadlines involving their other subsidiaries.
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GUL
GUL@gulVasikova·
$VIVO Some headlines sound important but have almost no impact on intrinsic value. VivoPower’s decision to redesignate its Ordinary Shares as Class A Ordinary Shares falls into that category. This was purely an administrative change. Nothing changed for existing shareholders: No dilution. No change in voting rights. No change in economic ownership. No change to the Nasdaq ticker, CUSIP, or ISIN. No action required from investors. In other words, this announcement doesn’t alter the investment thesis. As investors, it’s important to separate corporate housekeeping from business fundamentals. The questions that actually matter for VivoPower remain the same: • Can management execute on its strategic initiatives? • Can the company improve revenue growth and achieve sustainable profitability? • Can it strengthen its balance sheet and reduce cash burn? • Will future capital allocation create shareholder value? Those are the factors that determine long-term returns—not a change in the name of a share class. Too often the market reacts to headlines without asking whether they change future cash flows. This one doesn’t. Long-term investors should stay focused on operating execution, capital allocation, and business fundamentals—not administrative filings that leave shareholder economics completely unchanged.
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Matthew Chagdes
Matthew Chagdes@mattchg·
@jaketradesn4rj Funnily, June 30th just so happens to be my birthday. So if it’s bad news or no news it’s gonna ruin my night. 😂 But, good news would be a great gift from vivopower to me. Only time will tell I guess.🤞I also just didn’t like hearing about this company’s past track record
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jake trades
jake trades@jaketradesn4rj·
@mattchg I expect them to announce on June 30. If nothing is announced tomorrow or Monday I’m not assuming anything is wrong. The only situation concerning is if we get to the evening of June 30 and management says something like “we’re still in negotiations”. I’m also holding 🤞
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jake trades
jake trades@jaketradesn4rj·
$VIVO getting close to June 30. The company said they received multiple bids and even rejected some offers to buy the data center. Management believes demand is strong. I’d be surprised to see META, AWS… realistically hoping for $NBIS or $CRWV.
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Matthew Chagdes
Matthew Chagdes@mattchg·
@andhan04 @stockplaymaker1 Would love for some news sooner than later, but holding nonetheless until June 30th. Hoping they deliver so that my July expiry calls don’t get cooked. 🤞
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Stock PlayMaker 🌐
Stock PlayMaker 🌐@stockplaymaker1·
Your #1 stock for tomorrow? Let other’s know which runner they are missing
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Juju
Juju@baseddjuju·
@mattchg @mixey7981097 @barrettfreeman1 They did something today with an SEC filing. They changed ordinary shares to class a ordinary... idk what to speculate off of it. Could be they see value and are preventing hostile take overs or distributing voting power for the major decision of the catalyst ... who knows.
Juju tweet mediaJuju tweet mediaJuju tweet media
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PropertyTales with Barrett Freeman
$VIVO showed a lot of support today. The whole market was down and VIVO was only down $.08 on the day. It's built a solid base. 😍😍😍
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Juju
Juju@baseddjuju·
@mixey7981097 @barrettfreeman1 Worst case scenerio we pull back a bit, we eat the dip, shorts like you cover and feel confident, si drops a bit and we trap yall again with great newsvwithin a month or less, and the fun begins again and harder bby. Thats worst case 🤣🤣 $VIVO
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TheDefenderInvestor
TheDefenderInvestor@manny_c5·
@barrettfreeman1 We will rise soon. This 6k was updated to fit the narrative. VIVO has a pending lease. 💥. We are all waiting on @KevinChinARO , have faith in this turnaround. I don’t plan on selling shares anytime soon.
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PropertyTales with Barrett Freeman
$VIVO just updated their June 12 report to the SEC. I read through it and no news on the AI tenant that will be leasing to on June 30th. I was hoping for fireworks and the big pump.
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