willypoo

Any views on how this might affect condensate?

I think for me, the question is now right before the start of this bull run, will my incremental dollars be better off in (who will have greater mNAV expansion) 1. MSTR or MTPLF both are trading at mNAV 1.286 2. SMLR mNAV 0.729 Option 1 - I am confident they can continue to generate BTC yield Option 2 - the only way to unlock value is by being acquired, but the shares I'm getting will be cratering... BTCUSD ATH as we speak.

If I understand this correctly, ASST price should crater soon, but what does that imply about SMLR's price? It is still trading at a discount to mNAV in a period where we are expecting BTC to run up again so maybe some premium expansion. Implied price appears to be a floor, so risk is skewed to the upside. Thoughts?

Are you still swing trading oil and btc? Thanks, Will

@LC Much appreciated. I started following the stockhouse board last month and have been absorbing all the valuable information there. Have been in Aecon since September 2024 (a tad late), and tripled my holdings this week. It is a very large position for me now.

ARE.TO

TICKER w_mv MSTR 68.3% HOM.UN 17.2% FFH 8.9% GOOGL 5.2% GLASF 0.4%

SNDL @MMM20 1.94 -> 1.99 that you?

why those particular 3 on margin?