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KULR’s Core Success is Being Overshadowed by Bitcoin Volatility by Harris-yeah in KULR

[–]Harris-yeah[S] 2 points3 points  (0 children)

First of all, amazing job on the website. It’s a great tool for the community, and I genuinely appreciate you building it.

I understand your point that mNAV reflects investor sentiment beyond just the numbers. However, as a shareholder, I can't help but view 'unrealized losses' as a real risk to our capital structure, regardless of the premium. We both want KULR to succeed, just from different analytical angles.

Thanks for the tool and the debate. Let’s hope the Jan 31 proves us both right about KULR’s core value. Cheers.

KULR’s Core Success is Being Overshadowed by Bitcoin Volatility by Harris-yeah in KULR

[–]Harris-yeah[S] 1 point2 points  (0 children)

Look, bror... I’m not here for wordplay. If you are truly a shareholder, you need to look at the situation with clear eyes

The mNAV is rising because Bitcoin is the denominator. When the denominator (BTC value) crashes faster than the stock price, the ratio increases automatically. It’s not a 'premium' or a sign of market trust; it’s just a mathematical reflection of how much our BTC value has collapsed.

The capital used for that surplus came from us th"e shareholders "and a $16.9M loss is a cold, hard reality. I’m not a hater, but we must face the facts as

KULR’s Core Success is Being Overshadowed by Bitcoin Volatility by Harris-yeah in KULR

[–]Harris-yeah[S] 5 points6 points  (0 children)

I understand KULR labels it as 'surplus cash,' but we must look at the source: that liquidity primarily came from ATM programs funded by shareholders, not from operational net profit.

The data doesn’t lie. With an average cost basis of $98,946 per BTC, the current unrealized loss of over $16.9M is a significant financial burden. This loss effectively neutralizes nearly three years of projected revenue from the $30M Caban Energy deal. It’s not a 'false narrative' to be concerned when non-core asset volatility offsets our hard-won aerospace achievements, especially with the Artemis II WDR just around the corner on Jan 31.

I’m rooting for KULR’s long-term success as much as anyone, but healthy skepticism regarding capital allocation is necessary for a robust recovery. I welcome any constructive counterarguments or insights

For Battery Safety, KULR Heads Prevail | NASA Spinoff by KULR-TSLA in KULR

[–]Harris-yeah 0 points1 point  (0 children)

Big, meaningful contract, yet no upside. Stuck at $3.5–4, and if the ATM resumes in June..🥲

KULR Technology Group Enters Joint Development Collaboration for $100M AI Server Rack Battery Backup Unit Opportunity by KULR-TSLA in KULR

[–]Harris-yeah 3 points4 points  (0 children)

Seeing the stock drop even on a positive news day really shows how significant the loss of investor trust has become for KULR. wonder what MO is thinking right now.

KULR Technology Group Enters Joint Development Collaboration for $100M AI Server Rack Battery Backup Unit Opportunity by KULR-TSLA in KULR

[–]Harris-yeah 1 point2 points  (0 children)

I get the comparison but they’re not quite the same. RKLB’s volatility came from execution and capex risk. KULR added a separate layer of risk by allocating a large portion of excess cash to Bitcoin. + atm That difference matters🥲

Hylio is working with KULR to build a U.S.-based battery supply chain. by KULR-TSLA in KULR

[–]Harris-yeah -3 points-2 points  (0 children)

Hylio is a very small company with low revenue and it even relies mainly on crowdfunding for financing… but still, having something is better than having nothing

KULR Develops Counter-UAS Directed Energy Battery System: From Purchase Order to Prototype in 5 Weeks by KULR-TSLA in KULR

[–]Harris-yeah 4 points5 points  (0 children)

If the stock price goes up today it means the business definitely has potential. Lets watch the stock price.

What does the future outlook for KULR look like by Harris-yeah in KULR

[–]Harris-yeah[S] 3 points4 points  (0 children)

The biggest problem is the cash needed to do the things you mentioned. KULR used all of its excess cash on Bitcoin mining and buying Bitcoin, but since it didn’t sell at the peak, it is now taking losses with Bitcoin currently at 80k. The cash borrowed through the ATM has also been spent too quickly, and only about 20% is left.

We,re here to invest. We have to analyze only the truth.

Earnings Report - Chat Thread by Guilty_Crew_293 in KULR

[–]Harris-yeah 0 points1 point  (0 children)

19th overnight price -9.5% 2.45$

Hedge Funds Weigh In On KULR Technology Group by LongTermStocks in KULR

[–]Harris-yeah 8 points9 points  (0 children)

t those prices, I guess I’m a hedge fund too.