Jax-Tiger

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They are a backstop for the other 15bn, Meaning they will buy it if it's available!

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We hope that the Meta deal is only $12B. If that's the case, then NBIS has sold out its capacity without help from Meta.

Genius move, actually, as Meta is prepaying for part of the data center which helps NBIS build the data center with less borrow.

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Are you thinking we're in their shadow?

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Yes. Fairly, or not...

Meta... :banghead:

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I think we’re going to pop a bit today. Mid-6s at close.

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Man. Nice jinx... :lol:

It's been very quiet the last couple of days. Too quiet. I don't know what to think...

I don't know if I can handle a stable NBIS. Too boring. I need volatility. Right, PA?

Regarding the "poison pill" that HGRAF is voting for today.

If anyone acquires 20% or more of the Hydrograph stock without board approval, the poison pill will take effect, and existing shareholders will be able to buy more shares at a 50% discount, thus heavily diluting the hostile buyers shares and making it very difficult for them to take over.

What are you going to do in this scenario?

What is everyone thinking on where this stock goes after the AGM?

I can see it going either way. They could have positive news on the production front government collaborations, demand estimates, and this meeting is a catalyst.that get's us to an ATH.

I can also see positive news about the HQ, production buildout, etc, being viewed as "expected", while no clear guidance on potential customers and demand could lead to another short attack.

Thoughts?

ETA: I think they need to give us a surprise or two - a nugget of information that we were not aware of that gets people excited, and it will go up. I'm hopeful of that, because it seems that they have deliberately been quiet about leaking information for a while, now.

Look at his first post on November 7th. Interesting stuff.

How expensive is that acetylene?

I too, lost money on NBIS by getting too far over my skis on the options. I'm still into NBIS, but only shares with an occasional option when the conditions are right. That wasn't a penny stock though. It's looks like a long term winner, to me.

The reason for this post is that I have a friend who is from India and he lost $300K on shorts. I asked him who he tried to short, and he said, "Apple".

I laughed, because i know this guy didn't do any research, and did it just to figure out if he could. He is the kind of guy who has an Audi, but will walk to his doctor's appointment 10 miles away. He just marches to the beat of his own drummer, and one day thought he would take all of his savings and try to short Apple. He probably had to Google how to do it. He doesn't have the patience to buy stock or research it.

He's a lucky bastard, too. He may have lost all hs money shorting Apple, but he'll probably find the winning Powerball ticket on the ground one day. One time we were at a Trailblazers game and we put money into one of those 50/50 raffles and won. We split it and it was about $2800 each.

Kevin Bambrough pushes this like it's going to happen any time - they'll get a huge breakthrough contract and they'll be off to the races with the stock hitting triple digits.

I don't see that. I believe if we hit $20 by year end, we'll be in good shape. If it doubles every year after that, it will be $80 by the end of 2028. I hope it happens faster, but I'm trying to temper unreasonable expectations.

That being said, HGRAF has been working with potential clients now for a while. Many of those probably don't want that to be public knowledge - especially if there are potential patents involved. They may not reveal that they have a customer until they have the capacity to service that customer.

That is why I'm looking at their capacity and how fast they build those Hyperions. If they are going to make 1000s of tons, they will need more locations, or more buildings at their current location, so...

We may find out more about the demand through the number of hyperions they contract to build than through actual contracts over the next year.