ukmets

@Kaizen_Investor There's absolutely no way 35% of mobile phone users would pay for this. You need to look at what percentage live in dead zones I think they'd be lucky to get 5%

Investors ask me: when are high-growth stocks cheap enough to buy? How can I value them? Here is how I do it. For me, these stocks are not about the potential upside but about the potential downside. Take $ASTS as an example. I always start by doing a reverse DCF analysis. I see a lot of comments that a reverse DCF is impossible on high-growth companies, but in my opinion, it gives you valuable insights. For $ASTS, for example, they should be able to reach $2.86B in free cash flow to justify the current valuation. AST has a negative free cash flow at the moment and a revenue of $84.9 million. They don't have to reach it now, but if I want a 10% return each year from today's price, they should reach it in 2036. How realistic is this? I look at three major things: Full Potential, TAM, and SAM of the company. The full potential is what the company can reach in revenues without competition and with all the necessary equipment. The TAM is the total market demand for the service if there were no constraints with the current business model and products, and the SAM is the portion of the TAM that ASTS can actually reach. A quick look at the Direct-to-Device market and you'll find that the forecast of the market is between $140 and $200 billion annually by the mid-2030s. If we look at the SAM,$ASTS already has an existing pool of nearly 3 billion subscribers via partners. Deutsche Bank analysts estimate 1.75 billion mobile users willing to pay for extra satellite services by the mid-2030s. If AST SpaceMobile reaches an average market share of 35% and people pay around $2.5 extra/month for satellite services, you get a revenue of $18.37 billion. A realistic free cash flow margin for this kind of business model in a mature state fluctuates around 45% and 55%, so let's take 50%. The free cash flow would be $9.19B; the target looks highly realistic here. I just want to warn you: these kinds of calculations always look very bullish for high-growth stocks, as you completely take out the execution risk. That is why I think the downside for stocks like these is way more important to look at. So, how do you calculate the downside? First thing I look at is the balance sheet. How much cash does the company have, what is the total debt, and what are the short-term liabilities? For AST SpaceMobile, they have $3.5 billion in cash and cash equivalents. They also have $2.5 billion in other assets, pushing the total asset value just past the $6B mark. The downside is that they carry $3.4 billion in total liabilities, the vast majority of which is tied up in $3.0 billion of long-term debt. They also have a $1.41 billion burn rate at this level. Management has a guidance of $150m to $200m in 2026, and a target of $1 billion in 2027. This should lower the burn rate rapidly. AST also has some execution risks such as launch bottlenecks, manufacturing scaling, and heavy competition from Starlink. I honestly don't see a protected downside here like I do with $PL, for example. With this burn rate and debt, there is no safety net for the stock to fall to. It's a very aggressive stock with a lot of execution and financial risks. In this example, I'm happy to wait until the financials get a little bit better to recalculate my risk/reward.

Please please please do not buy a Samsung oled monitor the jog wheel will fail and they will not cover it. If you are lucky it will last 3 months. Any other option is better. @SamsungHelpUK @Samsung

@PremiumBlake @nebiusai

@nebiusai Sounds like I invested in a woke company. 70+ nationalities? Who cares? It should be about what you are building and not who you are employing .

Nebius turns two today! Our team has grown to more than 1,800 people across 70+ nationalities. To every person who's been part of building this - thank you. What’s your favorite Nebius moment so far? Share it with us in the comments below.

@C_Rolfe81 @MartinSLewis I just opened a chase account and got the boost on the saver. Haven't used the current account at all.

@MartinSLewis Do you need to actively use the chase bank current account or literally only open one to then open the boosted saver?

Is it time to get a burner bank account to make serious money switching. EIGHT banks are paying £175+ to switchers right now & done right you can do it multiple times (ie make £1,000s). Full Q&A, how to, best-buys credit score impact and more in the pod (from 30mins in).

@JaidenEditz @PlayStation @Sony Using something you already own doesn't support them. Selling to a shop for less than fair value just punishes yourself

Sold my PS5, officially done supporting @PlayStation @Sony as a customer. All Switch 2 and PC from now on.

@THEWEEGMAN1975 @gerryd84 Look again

@gerryd84 Where does it even say Dyson on the box? Can’t she read? Ffs if I put a primark scarf in a Louis Vuitton box doesn’t magically change it into that does it!

Woman on Facebook thinks a car boot like a shop and can return items 🫠

@Sakaextra2 Owen hargreaves

Excluding Harry Kane and Eric Dier, name an England international who played for Bayern Munich. Level: Very hard. No cheating!

@neilriddaway @PlayStation @PlayStationEU @LootBoxGamingUS @pushsquare

How I'm saying bye to @PlayStation: 1. Downloaded all cloud saves 2. Downloaded all digital purchases 3. Removed all saved payment methods 4. Canceled preorders 5. Canceled PlayStation Plus Premium 6. Flicked "Connect to the Internet" to off 7. Buy 2nd hand physical if needed

@boltzled Did they do similar for sound blaster?

goodbye $200 helloooo piece of plastic

@min_anko38 @you1026 Not really, was using a squeezebox for the same thing 20 years ago

@you1026 미쳤다..

最近の高かったけど買ってよかったもの。イギリスのインターネットラジオ。世界中のラジオが聴ける。Spotifyは自分に最適化され過ぎていて、新しい発見が少ない。世界のラジオ聴いてると、その国の雰囲気とかと一緒に音楽が流れてくる。作業用BGMに最適。似たアプリはあるけど、やっぱりこっちがいい。

Why do people worry about VRAM on GPUs that will run out of performance way before they have VRAM issues?

@lashIndustries What real benefit does having ddr5 have?

A poco que sepas un poco de informatica te das cuenta de que esta build es inferior. Tanto en tamaño, en velocidad de disco, la ram...

@sportsmaaaaan @Jwiesel13 Wrong England haven't won anything for 60 years

@Jwiesel13 In basketball terms England is USA While usa is Pau Gasols Spain team Usa can beat England but 90 percent of English players are way toooo good.

I’m just a “dumb” American who doesn’t understand soccer..but tell me again how the United States wouldn’t be able to compete with England in the World Cup who just tied 0-0 with Ghana…

@JoshuaKbooks @MeyerRants Why unlikely, everything he said has been confirmed apart from price.

@MeyerRants That would be really cool. Unlikely, but cool.

May I just remind everyone that the Xbox Helix is coming next year which will run LAPS around the Steam Machine, probably cost similar or less, and still play your steam library. The Xbox is going to make an absolute mockery of this thing. Which is weird for me to say lol.

@RaiderRadioX @Sweet_Baby_Jays Dock?

@Sweet_Baby_Jays I am not sure how big the Steam Deck is but a 65 inch TV is bigger

Why would I get a Steam Machine over a Steam Deck?

@Pirate_Dick @The_Knutsen @The_Raxir @NathanMadden98 Clueless

@The_Knutsen @The_Raxir @NathanMadden98 It absolutely makes a difference in game performance (and in general usability of your pc where you likely have other apps open)

For the record, This is amazing miniaturization of tech and heat management. A 6x6x6 cube that can operate at equivalent levels to the current gen gaming tech and PC processes is incredible. Pricing just puts this out of average consumer range. Plus what many people don't seem to understand is the valve model of pricing is flipped from the vast majority of companies because their hardware pricing is not sold as a loss leader to then sell games.

@claryjboddicker @nib95_ Grifters by the looks of it

@nib95_ Maybe there’s a market for entry level shit spec pcs but I can’t understand who this is for.

Lolwut. Steam Machine vs BASE PS5 graphics performance via Digital Foundry. $1128-$1428 vs $600 btw... #SteamMachine #PS5 Full link: youtu.be/WhWtLi_FqLo?is…

@DrunkDividends Lol

I HATE YOU ELON MUSK I HATE YOU SPACEX I HATE YOU I HATE YOU I HATE YOO I HATE EVERYONE SAID IT WAS GOING TO THE MOON SO I PUT 18K INTO CALLS THAT WAS MY LIFE SAVINGS AND THE MONEY I WAS GOING TO USE FOR COLLEGE I DONT KNOW WHATCTO DO ANYMORE

@MOkkaa64 @sieur_pc Use moonlight and buy an apple TV then

@sieur_pc je pense que la cible de la machine a déjà un pc 8x plus cher que ça et cherche simplement de quoi jouer à sa bibliothèque Steam sur sa télé dans le salon pour voir sa femme et ses enfants sans se casser la tête

Pour le même prix, avec un PC DIY : - 70% plus performant - 2x plus de stockage - 2x plus de VRam (estimé) - facilement upgradable (AM5/DDR5) Steam Machine ⚰️💀