Member Info for Jimmy_Stocks

The ETFs have changed things for the worse. Coinbase are clearly in Blackrock's pocket. All that bitcoin purchased for ETFs and the price is still $60k. Doesn't add up.

My hope is the liquidity taps being turned on are going to inflate all assets across the board, including bitcoin. I think we'll have one more dip into or after FOMC rate cut then it is blast off time. We're surely very close now.

Where have I trolled the share? Its a company I've followed for over 5 years and have owned on and off. I was fishing for debate/info on the terrible price action.

Trading an illiquid share and then spamming a bb constantly, days after you'd done the same ramp/sell....unbelievable 😂

The irony is, the very thing you're trying to achieve, you're doing the opposite, because your constant ramping repeating messages will put people off. Keep it up 👍

Every one can smell your desperation InvestAce. This was a decent board to read, with factual info, until you come along with your 30 posts a day. You'll be off when you get your 10% again. GL, hopefully its soon 😂

The other day when you sold, everything you are mentioning was the case. You sold because you thought something was amiss and that it what I am sitting here thinking, because of the share price action.

This is a company I've followed for years but I have been burnt too many times on AIM, so for now I'll be staying away. Share price doesn't lie many more times often than not.

They didn't buy many though did they. £7k something was it?

Wulf is 'overvalued' if you are comparing it like for like vs apples other miners, in terms of EH. But not all infra is HPC AI suitable and it is clear that Wulf's infra will be and is arguably the best in the sector, so that is the reason for the overvaluation imo.

If (hopefully when) btc starts mooning, will Wulf moon aswell? I'm not sure, with miniscule EH and no hodl. This is why I like Corz, because they are a top 3 miner by volume and one of the most efficient, so upside from btc and HPC. If you own CLSK aswell, I guess you're covering both your bases there.

I also think the opportunity for HPC AI is now (not tomorrow or yesterday) and miners pivoting late (CIFR, BITF to name 2) trying to catch the wave might be too late. If 2-3 years time we might have SMRs dotted around and the opportunity has gone. Corz is right in the slipstream. They are saying they can turn legacy data centres around fast for HPC and there is a massive need today for that. All eyes on acquisitions for the remainder of this year from them. Hoping they add significant data centres and add new clients. Wulf on the otherhand I'm sure will do very nicely from their infra but I don't see the potential for them to increase their MW portfolio, convert it to HPC AI and become a top 3 pubco data centre play like what Corz has aspirations for.

That is a big if here simple. CVAs in my experience, creditors get pennies on the pound, 10% if you're lucky at the end of it all. CVA will mean it'll drag on though. Just a guess but I can't see how a company in a CVA relists.

Why didn't he just sell the listing and tax losses? It can be the only thing the cornerstone was interested in and it must not have been in his own personal interest to do so.

Simple - my issue with AIM is companies seem to be able to RNS things that don't actually exist in this ether, so investors are being led to a mirage in the desert. So I don't wish to waste my time following these soap opera companies, even if it is only a small stake. AIM is slowly dying and good riddance to it.

Posters are off the mark because for a long time now, they have had diddly squat to go on from the company.

It shouldn't be allowed, that a listed company people have ownership in, SHs have absolutely no idea what is going on. And the very reason for the failure will come out smelling of roses financially. Not sure how that is possible but clearly the system that allows it absolutely stinks.

I will never put another penny in the AIM market. Total cesspit

Yes it has been grinding up all day, shame I didn't jump in yet but am still expecting a pull back across the board, unless btc can break 59.5k. APLD might have already left the building by then tho! Will be adding to CORZ or WULF depending where they are when funds come in.

And the Bricks.

Surely the company is worth something as a listing and with the tax losses.

I can't disagree with any of that. The only comment would be WULF from a fundamental viewpoint, with regards to EH etc compared with other miners is overpriced, if you only look at it from that angle. The reason it is 'overpriced' though as we know, is that they appear to be sitting on some very nice assets with regards to HPC AI. So, although they don't have a contract, it does seem to be priced in somewhat that they will get something.

My reasons for betting on CORZ was the team have been at HPC since 2018, whereas WULF have almost dropped on it, with their assets. Agree both will hopefully do well though. Wulf could even get a full buyout - not got much HPC experience in the team and big insider ownership might mean they go for full sale out. They aren't btc maxi's, they'd said they'll follow where the margins and profit are.

APLD, with their Nvidia investment I am tempted by. I think we'll see some weakness next couple of weeks across the board so might jump in there. I was put off holding it for any length of time because the company had a terrible rep amongst the investor community from what I could tell, but that investment could be a game changer.

What makes you rate WULF ahead of CORZ out of interest dags?

Yes grateful to CLSK for some gains earlier in the year but always felt the mcap table of all the miners was abit skewed in their favour, after such a run up. Things looking alot more balanced now. Mara jumping on the AI bandwagon....too little too late...need to sack their CEO. Never rated him and they'll give up their lead to CORZ under his stewardship imo.

P 1 ss

agree chaebol but clsk fall from grace has been quite something. what makes me want to give them more stick is the believers on twitter, sucking in all the hopium and justifying the **** that is coming down from these execs and calling it rain.

apld nice turbo boost today. the hpc suitable mws/power are the real asset, as far as i can tell. race to the top (bottom) asics upgrade hamster wheel, not so much. the miners are money sucking dilution monsters but everybody interested is in it for the big spike in price when it comes. corz is the safest play for me and best of both worlds, btc upside and hpc, but wulf sitting on some great assets aswell.

Yes that was a red flag, them turning their nose up at HPC. CLSK youtube twitter shills who have paid services that people follow, saying AI is a bubble. Hard to believe the stupidity all round..

I did also exit SLNH as it appeared the commons shareholders would be bottom of the pecking order in the event the company is sold. SLNHP looks the hold but zero liquidity there. Price action tells its own story aswell, as SLNHP hasn't dipped at all this past week or so. Shame as really like the company and CEO.

Liquidity taps are on, hopefully start to filter through to risk assets/btc in the coming weeks. More choppy pain for next 2-4 weeks? Can't believe how miners have capitulated with btc at 56/57. Timing of CLSK and CIFR ATMs stinks, while btc is weak, is unforgivable for me and incompetent management. CLSK executed 10/10 up until 6 months ago and since then it has been toilet town. Can't remember the rough date of the shares sales closely followed by ATM announcement but they need to overdeliver bigtime now to get the goodwill back. CIFR spiked to $8 on buyout rumour from hyperscaler, and now they are increases their ATM at SP not far from yearly lows. Something doesn't add up there. Glad to be mainly in CORZ, seems like other miners are announcing a s h 1 t sandwich every other day. Still, buying at these levels if you can stomach it and getting out in 2-3 months I think will make some handsome profits.GL all