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Off-Topic Stock Market & Crypto Discussion

CFLCane said:
@Cryptical Envelopment

Put together a quick spread sheet to model out potential share prices based on different MCF Prices, Successful Wells, and Revenue Multiples. I'd expect average MCF prices to fall in the 1100/1600 range. Typical revenue multiples in the sector are 7x, I included a 3x model just in case.


Desert Mountain Energy
Helium Price
Well CountMCF BASISAnnual Revenue Per WellTotal RevenueRevenue 3xRevenue 7xOutstanding sharesShare Price w/3x MultipleShare Price w/7x Multiple
702758,942,000625,940,0001,877,820,0004,381,580,00059,100,000$31.77$74.14
602758,942,000536,520,0001,609,560,0003,755,640,00059,100,000$27.23$63.55
502758,942,000447,100,0001,341,300,0003,129,700,00059,100,000$22.70$52.96
402758,942,000357,680,0001,073,040,0002,503,760,00059,100,000$18.16$42.36
7055017,884,0001,251,880,0003,755,640,0008,763,160,00059,100,000$63.55$148.28
6055017,884,0001,073,040,0003,219,120,0007,511,280,00059,100,000$54.47$127.09
5055017,884,000894,200,0002,682,600,0006,259,400,00059,100,000$45.39$105.91
4055017,884,000715,360,0002,146,080,0005,007,520,00059,100,000$36.31$84.73
70110035,768,0002,503,760,0007,511,280,00017,526,320,00059,100,000$127.09$296.55
60110035,768,0002,146,080,0006,438,240,00015,022,560,00059,100,000$108.94$254.19
50110035,768,0001,788,400,0005,365,200,00012,518,800,00059,100,000$90.78$211.82
40110035,768,0001,430,720,0004,292,160,00010,015,040,00059,100,000$72.63$169.46
70160071,536,0005,007,520,00015,022,560,00035,052,640,00059,100,000$254.19$593.11
60160071,536,0004,292,160,00012,876,480,00030,045,120,00059,100,000$217.88$508.38
50160071,536,0003,576,800,00010,730,400,00025,037,600,00059,100,000$181.56$423.65
40160071,536,0002,861,440,0008,584,320,00020,030,080,00059,100,000$145.25$338.92
702100143,072,00010,015,040,00030,045,120,00070,105,280,00059,100,000$508.38$1,186.21
602100143,072,0008,584,320,00025,752,960,00060,090,240,00059,100,000$435.75$1,016.76
502100143,072,0007,153,600,00021,460,800,00050,075,200,00059,100,000$363.13$847.30
402100143,072,0005,722,880,00017,168,640,00040,060,160,00059,100,000$290.50$677.84
702600143,072,00010,015,040,00030,045,120,00070,105,280,00059,100,000$508.38$1,186.21
602600286,144,00017,168,640,00051,505,920,000120,180,480,00059,100,000$871.50$2,033.51
502600286,144,00014,307,200,00042,921,600,000100,150,400,00059,100,000$726.25$1,694.59
402600286,144,00011,445,760,00034,337,280,00080,120,320,00059,100,000$581.00$1,355.67
703100286,144,00020,030,080,00060,090,240,000140,210,560,00059,100,000$1,016.76$2,372.43
603100286,144,00017,168,640,00051,505,920,000120,180,480,00059,100,000$871.50$2,033.51
503100286,144,00014,307,200,00042,921,600,000100,150,400,00059,100,000$726.25$1,694.59
403100286,144,00011,445,760,00034,337,280,00080,120,320,00059,100,000$581.00$1,355.67
Click to expand...

Well, if I make $10M I will be sure to send you a thank you card!:)

I appreciate the DD you're doing on this. Thanks for sharing.
 
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If your looking to short the market, here's one of my favorites. SQQQ (ultra pro short) gives you 3x the inverse of the NASDAQ 100 (QQQ). So, if the QQQ is down 7%, you are up 7%.
 
GladeCane said:
If your looking to short the market, here's one of my favorites. SQQQ (ultra pro short) gives you 3x the inverse of the NASDAQ 100 (QQQ). So, if the QQQ is down 7%, you are up 7%.
Click to expand...
Thinking of this. Maybe buy at the end of the day on an up day.
 
GladeCane said:
Elon Musk is truly an idiot. I can't believe he didn't know about Bitcoin's power draw.
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Of course he knew, everybody knows! It's the only tangible downside of the crypto / DeFi movement. It seems incredibly clear to me that this is yet another example of blatant Musk market manipulation - and to think that it continues to be done in a public space such as Twitter! If Tesla or any of his other interests accumulate more cryptocurrency after the slide, there should be consequences in my opinion. But I don't know what kind of enforcement ability any agency has in the crypto space.

I am not typically a tin-foil hat type...but this dude is too much to take.
 
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AutoCANE said:
Of course he knew, everybody knows! It's the only tangible downside of the crypto / DeFi movement. It seems incredibly clear to me that this is yet another example of blatant Musk market manipulation - and to think that it continues to be done in a public space such as Twitter! If Tesla or any of his other interests accumulate more cryptocurrency after the slide, there should be consequences in my opinion. But I don't know what kind of enforcement ability any agency has in the crypto space.

I am not typically a tin-foil hat type...but this dude is too much to take.
Click to expand...

Downside? Or is it the solution. Anyone who is even sniffing crypto needs to watch this interview with my crypto spirit animal, Ross Stevens.

www.microstrategy.com

Bitcoin Interview with Ross Stevens & Michael Saylor

In this session, Michael Saylor Interviews Ross Stevens for Bitcoin, as the emerging dominant monetary network in crypto industry. Sharing its pros and cons over other assests.
www.microstrategy.com www.microstrategy.com
 
AutoCANE said:
Of course he knew, everybody knows! It's the only tangible downside of the crypto / DeFi movement. It seems incredibly clear to me that this is yet another example of blatant Musk market manipulation - and to think that it continues to be done in a public space such as Twitter! If Tesla or any of his other interests accumulate more cryptocurrency after the slide, there should be consequences in my opinion. But I don't know what kind of enforcement ability any agency has in the crypto space.

I am not typically a tin-foil hat type...but this dude is too much to take.
Click to expand...
I'll steer clear of any investments involving good old Elon.
 
Tdvv said:
bought several times on the way down.. ended up violating my own rule of not owning more than a certain % of any investment. so i wont be buying more if it goes lower...
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Up 14% today. So no worries, don't have to make that call. :)

Yesterday Galaxy was at $19.xx. On 3/30 galaxy reported Q4 / FY. It closed at $19.44. BTC was at $57k~ ETH was at $1800~. So were 5% above the price from 1.5 months ago. BTC is down about 12%. ETH is up about 130%.

We know Galaxy AUM is up 28% q/q as of 4/30. We KNOW they are acquiring BitGo and adding $40bn in AUM upon the deal closing. Need more or is that a good enough pep talk, fellas? Galaxy is just getting started.
 
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So. Let's talk about VFF again for a minute. Because... well, you know. I see a couple of you all got stopped out, etc.

Why did we buy VFF? Because we think they are going to be a $2B-$3B stock in due time (it's $700M~ now). I am also pretty sure they have been approached but told suiters to ***** off. Why? Because management probably thinks they will be a $5B company eventually. Why do we agree with them? Simply because they can make a quality product cheaper then the competition, and they are incredibly well positioned for international expansion when regulatory allows. TLRY, ACB, and OGI etc. have all reported. All down 10-20% q/q in revenue. I see some potential bankruptcies in there eventually. The growth in Q1 VFF had was actually incredible comparatively. Gentlemen, we have a better mousetrap then they do, IMO. And we are only trading at 2.5x revenue I believe. Look, it trades thin, and the Canadian cannabis sector is BS, so you can't get caught up in the daily share price. It deserves to be around $18 as I type this IMO. VFF is the long-term winner IMO. If we don't get bought out big before then.

Me? I am holding the line. Bought more, even though I am overweight. This is MY OPINION, as always.

There are lots of $18-$26 PT's out there. $30 is mine. This guy is a good follow if you want other opinions. He runs MSOS which is the ETF of US cannabis stocks. VFF is his only canadian pick and he’s been pounding the table since last year, calling for a buyout, just like us.

Also, up 10% so far today.

 
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