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@nu_arupaka

Data Science & Cycling

Katılım Şubat 2017
638 Takip Edilen67 Takipçiler
Oasis
Oasis@edgehilltrading·
$CAR price has reversed some. Earning is better than estimated. Profit disgorgement amount from Pentwater is still uncertain but management will pursue the max. ATM offering seems off the table for now. Short Squeeze risk is still there depends on what Pentwater does next, they still have a massive position plus TRS. Continue to sell puts on dips.
Oasis@edgehilltrading

I finally covered all my $CAR shorts today and am ready to sell $CAR puts if ER tomorrow is bad.

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μ-μ
μ-μ@nu_arupaka·
@duedillengence @dan64wiz @dampedspring I imagine they calculated all the buys and sells timing in advance, if so it's kinda mindblowing that they legally engineered a short squeeze
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FundamentalInvestor
FundamentalInvestor@duedillengence·
@nu_arupaka @dan64wiz @dampedspring Pentwater claims 49,000 shares of sales are disgorged. $CAR is going to audit it to confirm and especially make certain the sales are properly assigned (ie you can say “I’ll keep the proceeds of the stock sold at $600. We’ll disgorge the shares sold at $200”)
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Andy Constan
Andy Constan@dampedspring·
$CAR announced their liquidity position at end of quarter as 915MN which was before the short squeeze. If these dudes didn't raise 2BN or more during the last month the company should go to zero.
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Jim Cramer
Jim Cramer@jimcramer·
Intel is such a horse. I have NO bear case
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Oasis
Oasis@edgehilltrading·
@nu_arupaka @TorpedoTrading pentwater is passive investor and files 13G, blackout policy may not apply. SRS basically controls the board.
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Oasis
Oasis@edgehilltrading·
$CAR management knew nothing about pentwater actions until their filing yesterday. They will aggressively pursue every dollar shareholders are entitled to per ceo. should expect legal battles.
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Torpedo Trading
Torpedo Trading@TorpedoTrading·
@edgehilltrading They say they knew nothing ... I'm still quite skeptical although had expected they would have raised capital had they known.
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μ-μ
μ-μ@nu_arupaka·
@TorpedoTrading if they get the bag from pentwater it's kinda the same?
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Torpedo Trading
Torpedo Trading@TorpedoTrading·
And there's the question and answer on the call. $CAR really did not issue any shares. Holy F*** ... management and board should all be fired
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Matthias #SiempreGino
Matthias #SiempreGino@NairoInGreen·
I'll be real, all that talk from Remcos camp about needing to work on his 5 minute power didn't fill me with confidence. Because that's just bad evaluation, you need to be abled to go faster up 30 minute climbs man
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Terrible Maps
Terrible Maps@TerribleMaps·
Interesting community note 🙄
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Terrible Maps
Terrible Maps@TerribleMaps·
Map of football clubs called “America” in Brazil Do they even know where America is? 😂
Terrible Maps tweet media
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μ-μ
μ-μ@nu_arupaka·
@Merridew__ atlas trading was misunderstood
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tylermcclellan
tylermcclellan@tylermacro10·
Warren Buffet clearly doesn’t understand AI, so there’s no reason to suspect his stock market views matter anymore But then again AI broes clearly don’t understand economics, so not clear we should take seriously what they say either
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