Matthew Chagdes

@sirmojojon Powder keg

$VIVO The leg up started in Overnight Trading? Last three weeks we closed higher each time, within a Bull Flag. Monday could be the day we create a new Flag higher. $8 - $9? Deal pending.. Golden Cross inbound on the Weekly, last time this happened we went 3x.

@glocalinvestor @Sir_Kory Overnight price action is looking good right now

@Sir_Kory I agree with you…!! Any name with immediate deal they are getting into double digits!! Let’s see!! Hope we all have a happy $VIVO day

$VIVO The wait is almost over here... ⏳️ ​I'm curious about the upcoming news.

@Anawatlbtb Overnight movement looking good

Whether we get a deal in the next 2 days or it gets delayed, don't forget to limit your risk. 🧘 $VIVO

@manny_c5 @Anawatlbtb Just curious how come you’re think Monday versus Tuesday? I would love Monday news but given how close we already are I don’t see why they wouldn’t keep it until the last minute June 30th date.

@Anawatlbtb Lovely write up. I do believe we will see a deal here Monday. Demand is real. Expecting us to move 15% or more.

$VIVO Noticed an interesting pattern with DGXX two days before they announced their deal with CBRS: Day 1: +10% Day 2: +9% Day 3 (Announcement): ~ +33% 👉 The DGXX deal details (40 MW total): Phase 1: 15 MW Phase 2: 25 MW TL;DR: Starting at 15 MW → ramping to full 40 MW by 2027. Now looking at $VIVO. On Friday, it surged +10% before getting slapped down to close at +2%. The market seems hesitant, which is understandable. They just closed the acquisition of their 41.5 MW Data Center on April 21, 2026. Only 2 months ago, and now they're targeting a deal announcement by June 30? Yes, it seems incredibly fast. But here’s the kicker: this deal likely won’t be phased like DGXX. The entire 41.5 MW of power is already online and ready to go—no construction wait time. This is a true revenue-generating "power-backed AI infra asset." A deal like this could spark an even bigger run than DGXX. But of course, let’s see if they deliver by the 30th or if it gets delayed. Personally, even if it gets pushed back, it's still a solid hold for me. I believe this deal is bound to happen. Here is why: 1️⃣ 2/3 of the process is already done: $VIVO announced their shortlisted AI tenants back on May 21, 2026, following an RFP process that saw stronger-than-expected bids. Tenants have been selected; they are just finalizing the contracts. 2️⃣ High asset demand: During the process, they even received buyout offers for the entire asset at a premium over what VIVO paid, but the board rejected them. The demand is real—this isn't a case of struggling to find tenants. 3️⃣ Insane competitive advantage: Power costs are under $0.035/kWh, backed by 100% hydro energy—among the lowest in Europe. In an era where AI data centers consume massive amounts of power, this is a massive moat. 4️⃣ Not a random deadline: June 30 marks $VIVO’s fiscal year-end (FY ends June 30). They have high incentives for reporting and credibility to deliver on time. ⚠️ The Risk Case (Why it might stall): June 30 is a "target," not a hard legal deadline: The company used the phrase "target for agreement," meaning timelines can slip. Weak Financial Health: $VIVO’s financial health is currently rated weak with interest payment risks. Companies desperate for immediate cash flow can sometimes rush and break deals. Complex Negotiations: Finalizing 10+ year contracts with major AI operators rarely wraps up in just 1–2 weeks. Let's see how this plays out on the 30th. 🔍

@524192795Feng @Anawatlbtb they ran a full RFP, shortlisted, turned down premium buyouts. that’s late-stage, not “exploring interest.” could it come as an LOI first? sure. but going straight to a definitive lease is way more plausible on a live site than the greenfield permit-pending ones you’re picturing

@mattchg @Anawatlbtb Can you show me which site was signed before they got permits ? Pre-lease = LOI. It can take a long time between LOI and lease.

@524192795Feng @Anawatlbtb LOI ≠ lease, sure. but that gap exists because most sites aren’t ready, permits pending, interconnect years out, nothing built. this one’s already operational. energized, grid-connected, permitted, generating revenue now. the diligence that drags LOI to lease is already done.

@524192795Feng @Anawatlbtb It’s very common practice for hyper scalers to pre-lease these sites before they’re operational. Big tech facing the severe shortage of grid-connected real estate right now makes that so. If they wait for a site to be built or retrofitted before signing, a competitor will take it

@Anawatlbtb Are you kidding? They need to rebuild everything since the existing infrastructure is not for AI. You need to do better due diligence. They probably cannot sign a deal this month. This billion level deal needs months’ negotiation.

@Hopendopen @Anawatlbtb It’s very common practice for hyper scalers to pre-lease these sites before they’re operational. Big tech facing the severe shortage of grid-connected real estate right now makes that so. If they wait for a site to be built or retrofitted before signing, a competitor will take it

@Anawatlbtb It's not really ready to go as a site in Norway. Modular Datacenter buildout from current bitcoin mining containers takes 9 to 12 months (depending on tenant requirements)

@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.

$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.

@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

@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 🤞

$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.

@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. 🤞

@stockplaymaker1 $vivo get in before the tenant announcement.

Your #1 stock for tomorrow? Let other’s know which runner they are missing

@baseddjuju @mixey7981097 @barrettfreeman1 Yeah I wasn’t sure what to make of it either. Doesn’t make me feel better or worse about the deadline, but I’ll keep have my fingers crossed Chin delivers.

@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.

$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. 😍😍😍

@baseddjuju @mixey7981097 @barrettfreeman1 How you feeling about us getting some news before June 30 deadline?

@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

@manny_c5 @barrettfreeman1 @KevinChinARO My options contracts with July expiry were definitely hoping for a tenant deal in the 6k though 😩

@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.

$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.