FRAMBA

157 posts

FRAMBA

FRAMBA

@FRAMBA11

The North Remembers

เข้าร่วม Haziran 2020
245 กำลังติดตาม52 ผู้ติดตาม
Fabrizio Romano
Fabrizio Romano@FabrizioRomano·
🚨❤️💙 Nasser Al Khelaifi: “We have warriors, not football players. We have the best coach in the world”. “Our dream is to win a second UEFA Champions League”.
Fabrizio Romano tweet media
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FRAMBA
FRAMBA@FRAMBA11·
@KozaSport Boję się ze Safa nov puści na początku meczu i skończy się mecz
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Koza Sport
Koza Sport@KozaSport·
Arsenal we wszystkie dotychczasowych meczach LM stracił 6 goli. To tyle ile Bayern w samym 1/2… Jest mi tym bardziej głupio, że to Kanonierzy wystąpią w finale. Szczerze przepraszam. Nie zasłużyliśmy 😞
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FRAMBA
FRAMBA@FRAMBA11·
@FCBayernEN its clearly not a pen wwhat you talking about
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FC Bayern
FC Bayern@FCBayernEN·
?!?!?!!??!
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FRAMBA
FRAMBA@FRAMBA11·
@SimplekGuy @athuinvests its EBITDA the deprecation and amortization will be high and the m,,oney will ssplit with partners
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Simple Guy
Simple Guy@SimplekGuy·
@athuinvests They have 90% margins. So P/E would be almost same as P/S for asts.
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Athu Invests
Athu Invests@athuinvests·
🚨 $ASTS is still a clear BUYING opportunity at these levels. Stock is down ~30% in the last month, now around $65. BlueBird 7 launch was unfortunate (rocket issue put it in wrong orbit), but they’re moving full speed ahead with the rest. Production continues and they’re still targeting 45-50 satellites in space by end of this year. SpaceX & Amazon competition isn’t a death sentence. Here’s why: > Stronger signal strength vs SpaceX. Antenna area is ~40x bigger than Starlink’s. > ASTS is more of a value-add partner - seamlessly integrates into existing mobile carrier networks instead of going head-to-head. Makes competition way less brutal. 2 main risks: 1. Execution risks and upside delays (for a while). But even with delays, this is still a massive long-term opportunity. Delay doesn’t mean it won’t happen though. About execution, there always is. I believe in the company to execute though. Lot depends on launch partners being able to launch no screw it up. 😂 2. The other risk is competition - Amazon and SpaceX have way more satellites, stronger vertical integration, and cash. No denying that. Long-term though, I see all three co-existing and printing serious revenue together. Note: The main upside for ASTS is in the no-internet zones: deep forests, rural areas, oceans, etc. There are still 3.5 billion people without proper internet access. The model: Difficult to model exactly, but as launches ramp up and they go full scale in 2028 with real profitability, we could expect ~$3B-6B+ revenue in 2030 (620 million subscribers out of 3 billion, per company estimates). - At ~$5B revenue and 20x P/S, we’re looking at a ~$100B company - that’s easily 5x from here (base case). - Bullish: ~$10B and 15-20x P/S gives ~$150-200B company, clear 10x upside. - A great middle point would be ~$150B, which is a 7x upside. The market is flying recently that 7x in 4-5 years seems less for many. 😆 How I would position (if I was in it): DCA. But I would start with a good initial position (30% of pretended cash) since the stock is clearly down, and then accumulate over the next few years whenever the market and sentiment dip. NFA. DYOR.
Athu Invests tweet media
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FRAMBA
FRAMBA@FRAMBA11·
@retail_mourinho Rakuten sold 3 mil shares because they are struggling with debt
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Retail Mourinho
Retail Mourinho@retail_mourinho·
$ASTS institutions are selling
Retail Mourinho tweet media
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FRAMBA
FRAMBA@FRAMBA11·
@ameliowana tutaj to 7n(n+3) i dwa przypadki parzysta nie parzysta. jak podzielne przez 14 to przez 7 i 2. n=2k to 14k(2k+3) podzielne nieparzyste n=2k+1 7(2k+1)(2k+4)= 14(2k+1)(k+2) podzielne przez 14
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Amelia
Amelia@ameliowana·
W tym roku to mnie na razie zacięło, resztę mam zrobioną i została mi godzina myślenia nad tym jednym
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Amelia
Amelia@ameliowana·
Mam matematyczny autyzm więc wydrukowałam sobie dzisiejszy arkusz z podstawy i strzelę sobie po pracy dla odprężenia XDDDDDDDDD
Amelia tweet media
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FRAMBA
FRAMBA@FRAMBA11·
@Dr_Crossroads but you are talking about a normal dilution, and here they buy EBAY and the market cap will be ebay + GME, but your share value will remain the same. It will be a smaller equity of a bigger size business eBay holders will get 50% cash 50% GME shares its not a dillution problem
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Matthew
Matthew@Matthewh1it·
@dmiko789 Ok well if he’s not there to answer that question why even appear. Just let the hosts explain what question everyone has been dating all weekend to find out: how are you paying for a company worth 4x more than yours 🤡
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Dmitriy Kozin 🇺🇲🛢️⚓
How dumb are CNBC hosts are 🤣? And RC did answer their, rather stupid, question. Half cash ($20B from TD + balance sheet cash), half stock, $GME will issue stock. Sorkin was adding GameStop's market cap to the cash balance to say that is what GameStop can use to buy $EBAY 🤣😭
Reese Politics@ReesePolitics

Here's the most contentious part of Ryan Cohen's CNBC Squawk Box interview about the GameStop-EBAY acquisition. This is a HEATED back and forth, uncommon for financial news. $GME Sorkin, at one point is in disbelief at RC's repetitive answering to his question.

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DaisyAurora
DaisyAurora@Daisy5Aurora·
This is the image that pops into my mind when I think about holidays 😮💨💛💛
DaisyAurora tweet mediaDaisyAurora tweet mediaDaisyAurora tweet media
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FRAMBA
FRAMBA@FRAMBA11·
@pa_olka co za głupota może będzie rejestr graczy ligi poniżej irona
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Olka.
Olka.@pa_olka·
Imo zajebisty pomysł
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Gublo 🇨🇦
Gublo 🇨🇦@Gubloinvestor·
You’re allowed to buy one stock, but you must hold it for at least 10 years. Which stock are you picking? 📈
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FRAMBA
FRAMBA@FRAMBA11·
@Mr_Derivatives imagin atching the Prem when you cab watch the champions elague
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Heisenberg
Heisenberg@Mr_Derivatives·
I don't really watch much Futbol (aka soccer to us Americans). But the more I watch it, the more I like it. One of the main reasons is that it's continuous action without any breaks or commercial interruptions. Once you realize that, it's hard to unsee the countless commercials and breaks in between NBA, MLB, NFL, etc... Am I right or am I right?!
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FRAMBA
FRAMBA@FRAMBA11·
@Rogue_FCB @MooreRMFC theey wont play with Doue probably Cherki or Zaire with Rabiot and Tchaomeeni
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FRAMBA รีทวีตแล้ว
Akantris
Akantris@Akantriz·
.@drewlevin hello how is this a D+ ? what am i supposed to do to achieve a B+ this game, ff15 cause enemy support left + i solo killed my opponent and he stopped interacting with me ?
Akantris tweet mediaAkantris tweet media
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