Member Info for Chaebol

Https://www.zerohedge.com/markets/south-korean-stocks-soar-after-country-inexplicably-bans-short-selling-until-june-2024

Please ban mara short sales until June 2024 x;)

That would be a game changer, I remember in 2008 GFC they were banning short sales on certain stocks.You can never say never anymore.

GLA

Yeh thanks for linking me on that. These ideas are always very interesting, I've seen firms try to do this for over 20 years.....I'm still waiting for Texas to draw energy from gas flaring, theyve talked about it for eons.....so like any new tech, It has more questions than answers for me. A lot of hot air has come out of landfill sites but i'm yet to see a mob do it on a scale of viability....lots of grants and concessions and then the hot air moves on to another way.

And this is all in its pilot stage. And I believe they would be feeding in to the grid and that would be its primary focus.......so btc mining may actually be very minimal from sites and obviously the costs ?

I reckon Mara diluted from the ATM for that extra cash, over 50 mill extra month on month in the balance. 571 BTC on a hedge at this stage in its cycle......... dilutions killing the goose imo. Lots of weird decisions going down on mara and the SP action is reflecting that.

Mara execs becoming BTC bears months before the halving definitely one i didnt expect to counter. I hope it makes sense soon !

You cant take sentiment and dilution for granted and certainly feels like, they taking the P a bit.

'CIFR having a strong week (and last week). Which is nice.'

I think quite a few shorts have closed on CIFR MB, it's had a pretty nice gradual move last 2 weeks but miners getting ragged again on this small drop this afternoon.

Lol CLKSBull Freds definitely close to getting a tune from me but you comparing Argo to Mara is what got you in all this trouble in the first place x;) Ive always held the belief that Mara is numero uno or numero dos when the bull run goes off proper and like you, when it does, I'll be out.

Im guessing you still hold Mara ? I'll be interested in CLSK issued share count for next earnings report, might start switching some funds over to them if its around the same as August Issued share count.

And Abu Dhabi is mining lower numbers per EH than Argo.

Agreed HC I was saying to a mate a few days back its like Mara have lost faith in BTC, on the cusp of a bull run and theyve paid off 420 million in debt doubled its share count in a year and now hedging btc, its way, way, way, too conservative.

Imagine if mara had decided to buy btc with 420 million, instead of the debt pay off.........theyd be 30 points up now........ they did it with 150 million btc order pre bull run 2021.

What has happened to the bullish nature of btc within Mara execs? cos I cant see any at all.....and then the fooking methane site which invariably always end up as hot smelly air and little substance.

Go and buy some S21's and start using all this capital we have ! its getting tiresome.

Lol lots of good headlines if you get it wrong. Just going over mara monthly update, loads of mistakes and weird stuff tbf has Alex found a new job ?

The company also continued to hedge a portion of its BTC holdings. As of October 31, 571 BTC were pledged as collateral and no longer on Marathon’s balance sheet.

and 571 btc are missing from the hodl........These are not good mistakes to make, id rather mara delay the update than make these stupid errors, its inexcusable.

Cashing in on trash CLSKBull.......... lessons learned for many a Argo Shareholder x

https://ir.mara.com/news-events/press-releases/detail/1330/marathon-digital-holdings-announces-energization-of-its

51 BTC per EH.........shocking.

21 btc left 3 days ago..............that strong focus on operational excellence is gonna bear fruit x;) buy more of this 5hit x

I just hope Mara says 216 million shares authorised on the q3's Nov 8th. x;)

Could we have 21 days of no dilution x;)

Have the miners been triggered? some big jumps, finally...............still a long way from where we should be but ill take today ! lets hope btc gets another leg above 35k before US close.

GLA

Stop spreading so much FUD Hexam x;) bang out of order.

The rampers and the mad never looked at Argo's accounts, they won't start now x

Different animal then. Even PW was popular. Fair enough to trade here but to invest in this based on the halving......sorry mate you need your head tested x

I dont think Riot have done an earnings call with analysts all year. 10.9 eh with about 6 eh hashing and its November, the busted immersion shed since December last year, insiders all selling and all in on Texas, the hammer has to come down on riot for all this at some point. If mara were doing this we would be at $2..........

I wonder what price btc has to go to for the miners to go on a proper re-rating...........zzzzzzzz x;)

Yep annoying....i likey the 35k being breached though, looks strong.

Hawkish fed talk with a dovish action x;).

I think 1.6 trillion in debt added since September in the US...... capital outflows booming......... the dollar and America is burning......dove that J PO.

I really do think we are on the cusp of a btc breakout but whether that has an impact for the miners that mine btc is another matter! for now.

GLA

Not many if any can say theyve doubled its btc production this year. I would have thought that kind of growth would have made MARA an outlier this year, but the market is yet to separate the miners they are all in 1 basket to a degree.

City boys need the xmas bonuses CLSKBull, I'm sure Powell will deliver just about the right notes. Knowing our luck! stocks will pump and the miners will still stand still x;)

Links here for the Q3 Earnings call 8th November 430pm US time.

https://ir.mara.com/news-events/press-releases/detail/1329/marathon-digital-holdings-schedules-conference-call-for

Seeing a lot of fud apportioned to MARA but the other miners not being held to the same high standards.

Whether good or bad (imo bad) Mara had the ability to pay back 400 odd million 2 years early. The recent ATM is in line with other miners and unless they've gone and issued them, ill reserve judgement on that.

Mara have 750 million usd that they can raise and over 500 million in btc and cash, they must have a gameplan for these funds being utilised, whether thats buying loads more eh or buying up other established miners we will see.

Market loves future eh just seems to be a problem when you actually install it and start hashing x;)

GLA

BTC still looks really bullish imo. Been holding 34k really well. Lets hope it continues into November........btc goes to 38k and mara goes all the way to............ 980 ? x;)

Grin and bear it for the Adults snakes and ladders. Better times are coming....they have to !

GLA