Member Info for Jimmy_Stocks

High risk high reward it seems, as ever. You could pick a million holes but what is the point. One being why isn't BrickLive profitable? Been managed unbelievably badly, the only saving grace is that anybody previously involved in the mess will likely be heading out the door.

The biggest thing that perked my interest was that the cornerstone is involved in Frankfurt.

They are now asking investors to take another shot in the dark by holding through suspension, the least they can surely do is give more info on who this party is and what they do. Is it SBS looking for a UK listing?

Shareholders who aren't in the inner circle shouldn't be left to guess so much. The SP needs more than the inner circle to support itself

Yes true. For much of this year, BTBT was roughly half the mcap of iren and wulf. Wulf is now more than 4x and Iren 5x, so I think all boats will keep rising and hopefully Bit Digital going through its first turbo charged phase to catch up alittle to where it has been for much of the year, relative to its peers. Around $700m is fair value currently imo but we'll see what happens of course.

Bit Digital finally moving on its overdue HPC news. Had really lagged this past 6 weeks, compared with other small cap miners. Holding for a rerate this next few weeks.

Wulf showing unbelievable strength. Wish I hadn't sold that one after Q1 results!

Current pick for me, outside of APLD is BTBT. By my reckoning, it is the only small cap miner not to have started rerating yet this past month. Chart looks ready to burst and ETH ETF news a possibly catalyst. HODL and cash more than 50% of its mcap and due to announce more AI business any day now.

Will be keeping an eye of CORZ dips aswell. Ideal would be BTBT to fly and then move into CORZ on a dip.

Good to hear 404x. I am playing it in the hope we see a spike if/when this hyper scaler that wants their Ellendale MWs gets announced. The site is supposed to be going live next year, so expecting the hyper scaler to be announced soon.

Corz I think is still a great bet under $15.

Well what a run it has been for the infrastructure plays WULF, IREN and CORZ.

APLD looks like it might be next, anybody any views? Their execution with MARA possibly putting investors off, but they are holding the MWs. CEO talks a good game. Financing secured recently for 200MW HPC build out coming online in 2025, in talks with a hyper scaler. Are we going to see a CORZ/Coreweave type deal soon?

We're all clutching at straws because the company gives us nothing to go on but Sarah told me the account were 'nearly there' in September last year, so I know she is put in a position by SHs asking questions, but the replies really are not worth reading anything in to imo.

TSG - shareholders who don't have his ear are concerned about another suspension. Any views on that? They need to come out with assurances on this matter, given the history.

There is less carry on on the soaps than there is here and with this company. Wonder if we'll see a Netflix doc from all these shenanigans. The captain from Sea Beast could play DC. Tintin would obviously be played by Tintin.

Anyway May 31st tomorrow, tick tock. Somebody had a punt just before the bell. MM's would take all my shares when I checked mid morning, so don't think the house is going up in flames just yet.

Link doesn't work

I don't remember any 'short' suspensions...

The company said end of May, so they need to give an update.

They also need to give assurances that this auditor resignation will not affect accounts submission on time.

Decided to add a bigger chunk of BTBT. A day late but better late than never!

ETH ETF looking likely to get approved. BTBT holding and staking over 20000 Eth. CEO indicated more HPC deals possible in coming weeks aswell on recent ER call, sounds like from existing customers. Tide will turn big in this direction at some point I believe. And no debt!! Lots to like. Only negative is they don't own their infra but at $300m mcap, can't have it all!

I'm mainly in CLSK currently after fomo'ing in from MSTR yesterday, as it seems logical miners will move faster than MSTR the higher btc goes.

Thinking of diverting from CLSK though, as it looks like they need to execute 10/10 to keep running as fast as the other miners, that haven't moved as much this year. They need to secure additional infrastructure aswell don't they? Would have gone to MARA aswell but their ops put me off. They have many other things going for them though of course, so very tempting.

Exited Wulf after their Q1 earnings, after being in them for a couple of months. What are you looking at rotating into? BITF and BTBT look tempting from current mcap. Wulf I have been thrown off and CEO looks like he's offloading shares. H&L don't list IREN, so not an option for me.

Have MARA sorted their ops out now then, after the slightly rocky Q1? Might dive in today if so.

£3.8k share sales today has resulted in a 18.53% downturn in SP...about £300k wiped off the market cap. Presumably it goes the other way with £3.8k buys? We are approaching shell valuation territory at this rate...

Could this be manipulation for HK ETF bags to get filled? Unless that was massively overhyped but I can't see it. China has more HNW individuals than anybody.

Thanks for the insight Chaebol. Just reading through the chats now. Might jump in when the dust settles

GST placing...not following it too intently but nearly jumped it over the past few weeks. Doesn't look to be much detail on what the proceeds will be spent on. Typical AIM...

Is this bullish for all miners, or are there big elements of luck involved with who lands the rewards?

My issue with Mara is their execution. Also not a fan of how the CEO comes across, doesn't look like there is much substance beyond the soundbites. Cleanspark will be No1 mcap in 1 month or less is my guess.

Wulf and some of the mid tier miners have more to run though than both imo from these levels, so my money is there. Wish I could bet on Iren aswell but H&L don't list it. Wulf looks the best bet long term bet though because of their premium locations and management 25 years exp in the Energy sector. They are ideally placed for HPC aswell, with their access to water at Lake Mariner. Sounds like they are scouting other locations outside of the US aswell and they have said they are not looking in South America. My guess is Africa, where there has possibly been too much construction in certain areas and good targets for stranded energy. Having listened to quite a few podcasts with them on, I back their management team to fence off some great deals in the coming months.