Off-Topic Stock Market & Crypto Discussion

Short treasuries? I like the cut of your jib.

I think this play is so incredibly obvious, yields should definitely moon. Which means somehow I'll be wrong LOL.
the fed could up the anti and predict more than 3 rate hikes..
 
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its just too good to pass up so i bought more... but man is it painful watching the drop...

Thesis is intact. Uplist, BitGo, other catalysts... unless crypto tanks 2022 should be a very good year for GLXY.

Actually I only got 40% filled under $16 ($15.87 avg). Sitting on the rest for a minute.
 
Man...i really let this one get away from me. Bought 150$ calls when it was 120$ and flipped them when it hit 170$ something...... and 2 months later it's 373$.
UPST peaked @ 390$ in OCT and is now back to 114$. crazy 5 month rollercoaster.
 
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Nibbled more BRPHF today. DME bucking the trend.

Yeah it’s been behaving well off that… well, well news. (Sorry, dad joke).

I’m about back to even so you can stop looking over your shoulder at Publix. :)

Definitely excited for the future on that one. Thanks again
 
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This is interesting - maybe I'm just being a ****** but the idea of allowing a third party access to my DeFi accounts worries me, though.

Define access. Your wallet address is already public. They are just aggregating the information. It's really just another protocol except it's actually less invasive. Do is a fan of it too.
 
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Revised Investor Presentation released today

Epstein Research Paper out today (Not the kid diddler lol) MUST READ

Looks like we'll see those contracts sooner than i expected. 2022 will be a nice foundation. And as I previously mentioned and Epstein confirms our sales will fall between 600-2400MCF based on current market conditions.

View attachment 170824


Here's the old projection chart i posted awhile back based on different scenarios. I've to go back and factor the royalties on the raw crude gas which pull off around 30 MCF value and i'm sure there will additional cost down the road for more production facilities. Once the January holes are tested and we have 6 wells worth of data to average instead of 3 i'll be able to dial it in further. This also doesn't factor sales for other rare earth gasses or hydrogen, so perhaps thats an offset.

For now take this as a very loose guide. Average well lifespan is something i have to try and account for in a conservative fashion when its related to revenue multiples. The other major factor missing here is dividends.

Well CountMCF BASISAnnual Revenue Per WellTotal RevenueRevenue 3xRevenue 7xOutstanding sharesPrice w/3x Revenue MultiplePrice w/7x Revenue Multiple
7055017,884,0001,251,880,0003,755,640,0008,763,160,00079,463,675$47.26$110.28
6055017,884,0001,073,040,0003,219,120,0007,511,280,00079,463,675$40.51$94.52
5055017,884,000894,200,0002,682,600,0006,259,400,00079,463,675$33.76$78.77
4055017,884,000715,360,0002,146,080,0005,007,520,00079,463,675$27.01$63.02
70110035,768,0002,503,760,0007,511,280,00017,526,320,00079,463,675$94.52$220.56
60110035,768,0002,146,080,0006,438,240,00015,022,560,00079,463,675$81.02$189.05
50110035,768,0001,788,400,0005,365,200,00012,518,800,00079,463,675$67.52$157.54
40110035,768,0001,430,720,0004,292,160,00010,015,040,00079,463,675$54.01$126.03
70160052,025,6003,641,792,00010,925,376,00025,492,544,00079,463,675$137.49$320.81
60160052,025,6003,121,536,0009,364,608,00021,850,752,00079,463,675$117.85$274.98
50160052,025,6002,601,280,0007,803,840,00018,208,960,00079,463,675$98.21$229.15
40160052,025,6002,081,024,0006,243,072,00014,567,168,00079,463,675$78.57$183.32
70210068,283,6004,779,852,00014,339,556,00033,458,964,00079,463,675$180.45$421.06
60210068,283,6004,097,016,00012,291,048,00028,679,112,00079,463,675$154.68$360.91
50210068,283,6003,414,180,00010,242,540,00023,899,260,00079,463,675$128.90$300.76
40210068,283,6002,731,344,0008,194,032,00019,119,408,00079,463,675$103.12$240.61

Warrant and options schedule below. (this is from financial filings in May 2021, so it's only correct up to that date, will post new filing when available.)



1642079955114.png


1642080196401.png
 
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