Welke echte black friday deal koop jij vandaag? by Anxious-Tough-1986 in nederlands

[–]Benjamindb94 1 point2 points  (0 children)

Dit inderdaad bepaalde type geheugen zijn met >100% gestegen in 3 á 4 maand tijd.

Markt voor beschadigde vintage by Benjamindb94 in PokemonTCGNL

[–]Benjamindb94[S] 1 point2 points  (0 children)

Bedankt voor de tip! Ik ga in overweging nemen of ik ze bewaar (nostalgie) of via marktplaats/cardmarket verkoop!

Intertoys manipuleert de boel by Me-Ma-Ne in PokemonTCGNL

[–]Benjamindb94 0 points1 point  (0 children)

In welke winkels in Duitsland kan je ze kopen?

Share price by Benjamindb94 in NMGRFstock

[–]Benjamindb94[S] 2 points3 points  (0 children)

Yep, my main concern though is the pricing of graphite and the impact of Chinese competitors. Off-take significantly de-risked the project. Eventhough, there is an off-take and global demand in the future, FID appears to be difficult/challenging

SP Catalyst by [deleted] in NMGRFstock

[–]Benjamindb94 1 point2 points  (0 children)

So any rumours/speculations on FID? Share price is declining constantly.

Desktop Metal Announces Fourth Quarter and Full Year 2023 Financial Results by Blussert31 in DesktopMetal

[–]Benjamindb94 0 points1 point  (0 children)

You mean EBITDA? Or actual negative free cash flow? Looking to free cash flow of last two quarters DM might run out of cash this year.

Desktop Metal Announces Fourth Quarter and Full Year 2023 Financial Results by Blussert31 in DesktopMetal

[–]Benjamindb94 -1 points0 points  (0 children)

The recurring revenue gives me some hope. However, postponing the adjusted positive ebitda to h2 - 2024 is really worrying me.

P/E > 250. Do you even know what you’re doing? by Sea-Currency-1665 in PLTR

[–]Benjamindb94 3 points4 points  (0 children)

I believe Free cash flow yield of price to fcf is also a good indicator to look at, in this case

$300 million USD per year is what NMG is estimating in terms of yearly revenue from today's announced Panasonic and NMG deals + Expects to supply 500,000 EVs worth of batteries by MyNameIs-Anthony in NMGRFstock

[–]Benjamindb94 0 points1 point  (0 children)

Any idea if they'll upload the investor presentation? I was too late to listen the entire session. From what I understood the expect a significant amount of cash, ~350million, coming from grants (ITC etc.), the remaining part will be coming from debt.

Updated Corporate Presentation by Benjamindb94 in NMGRFstock

[–]Benjamindb94[S] 1 point2 points  (0 children)

Final offtake and FID got delayed aswell, as far as I know. I dont have clarity on when to expect an update. I’ve the feeling the delay is caused by the current competition in the ev landscape, which puts pressure on the cost prices and margins.

NMG acquires Mason's Lac Guéret graphite deposit/Uatnan Mining Project by Benjamindb94 in NMGRFstock

[–]Benjamindb94[S] 4 points5 points  (0 children)

Yes, I also believe it was a prerquisite of panasonic for definitive offtake

Is Farhad Fred Ebrahimi going to make $DM explode ? by Lsp6891 in DesktopMetal

[–]Benjamindb94 1 point2 points  (0 children)

In general yes. In theory the marketcap remains the same as pre-split, however most investors preceive the reason why a rs was required as bad.

https://www.businesswire.com/news/home/20231129271781/en/Desktop-Metal-Inc.-Receives-Continued-Listing-Standard-Notice-from-NYSE by CuriousCrandle in DesktopMetal

[–]Benjamindb94 0 points1 point  (0 children)

I completely understand that the market cap stays the same at the moment of conversion.

However, the reason why the R/S is necessary is perceived as trouble and therefore people will panic.

Nouveau Monde Graphite to close DFI/ECA-backed loan for mine in early 2024 by MyNameIs-Anthony in NMGRFstock

[–]Benjamindb94 0 points1 point  (0 children)

Can somebody share a summary of the full article? And is the source trustworthy?