Member Info for Denziiil

Well congrats. Monday is going to be lit.

Back in May 2023, Zoom invested about $51M into Anthropic. Based on recent secondary market valuations implying Anthropic could be worth around $1T, that stake is now estimated at roughly $11B.

That’s meaningful when you consider Zoom’s entire market cap sits around $24B—meaning nearly half of its value is tied to its exposure to Anthropic, yet the market doesn’t seem to fully price or even widely recognize that connection.

If you break down the numbers further, it gets more interesting. Zoom holds about $7.8B in cash and has no debt. Adjusting for that—and discounting the Anthropic stake for taxes—you end up with an effective enterprise value closer to ~$8B for the core business.

As the thread notes, against that, Zoom is generating around $800M per year in post-tax free cash flow, even when including stock-based compensation. That alone implies a pretty low multiple for a business that still has a sticky, global SaaS footprint.

From: Quoththeraven.

Reeve's reading the Lgen chat again.

Couldn't help it Couredelion, fell down a rabbit hole. It's just sad to see our direction of travel. Back to LGEN.

Not sure I follow you David.

Private landlords are totally greedy~ Well, two ways of looking at that. For one rental income is naturally capped by the incumbent market, but yes naturally anyone wishes to see the best return possible on their investments.

You don't make people better off as pensioners to cover greed~ I think you are saying that people could save more throughout there active working life if their housing costs were lower?

Well again, that is not untrue, but it is madness to suggest that our chancellor's intuition is correct and that by punishing landlords for the financial benefit of tenants is in any way the solution to the housing problem.

checkers have a wealth of global historical outcomes to review as to how best provide the environment for low cost rented housing, and you're not going to like it, because the answer is to create the incentives for money to flow in the direction of providing that housing. That is not something that a Labour government is capable of .

The UK 30yr Gilt yield at 5.67% is telling you that raising taxes to the highest level since the Second World War is not conducive to encouraging investment in Any area.

No doubt OMI's continued story is superb with the constant drilling results getting better and better. One thing worries me though, here we are at a lowely 20p and today's announcement, (on the back if many), should have us much higher.

But if you look at the trades gone through this morning, it is absolutely woeful. Either the market is completely missing this, or I am. Do we need a nailed on route to production to get this going? It does seem to be missing imo.

You're not wrong with your hope for affordable housing for all, and we are in a mess, with a whole generation of youngsters unable to get on the ladder Anon.

But with regards to the 70s and to now,

in the 70s about 1/3 of UK households lived in council housing. Then right to buy came along in the 80s and the government sold off 2 million homes.

Unfortunately that raised money was prevented from using the receipts to build replacements.

The social rented sector shrank from 30% to around 17% today.

That's a very big structural change, and as a bust flush the Governments of today have pretty much completely abandoned building private rental housing.

Factor that in with a restrictive planning system and high building costs and we aren't available to provide enough housing. More pressure on the provision by diminishing possible returns only furthers the outcome.

You can look at other countries, Scotland, Ireland etc to see how rent controls have played out on encouraging development.

Nothing short of stellar, as expected.

Would like the bod to nudge the debt down just a little.

Otherwise, Price of oil not coming down any time soon is it?

Good job B.P.

The ever accurate Chatgpt, has the value of around £3B + invested in Private rental sector.

My personal thoughts on rental valuations is that you shouldn't mess with them or indeed suppress private landlords at all for that matter.

The market delivers a rental price in accordance with availability.

It is completely arse about face to squeeze the margins out of private landlords and expect the availability to grow. If you wish rents to drop then encourage more availability, not less.

That also works for growing a wider economy.

This girl calls herself an economist.

And yet, here we are.

https://group.legalandgeneral.com/media/yomd2fsm/strategic-partnership-kickstarts-investment-to-develop-thousands-of-new-rental-homes.pdf?utm_source=chatgpt.com

According to todays Guardian, Reeves is looking at rent controls in the private rented sector. Does the half-wit have any idea how much money pension funds are instutional landlords and what effect that would have short term on their book value?

Well at least we know who was buying shares now. Lol.

Cashing in a cool Mil. And yes im jealous.

Honest RNS if nothing else.

Big drop down today. Not unexpected, but the return to low oil prices is not coming any time soon, if ever.

Ive taken a decent top up this morning.

Has announced a 5 day pause on bombing energy infrastructure on his truth social. Ok fine, but I am far from convinced this is over.

As far as dividends being guaranteed, LGEN kept the div throughout covid. Says enough.

The IRGC has announced it is shutting the Strait of Hormuz.

UAE, Bahrain, Katar, Kuwait, Saudi, Jordan, have all been hit or targeted.

Tawke, Peshkabir, and Khorm Mor gas field precautionary shut down.

Well, yep. There we go.

On that note. Share normally collapses through feb, and times a nice rally pre div.

Seasonality for you.

As far as I can tell, its reaching the top of a trend line.

RSI topping too.

Otherwise no idea.