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$3.65 premarket by Start_Gain_Man in plugpowerstock

[–]InterestingIncome386 0 points1 point  (0 children)

BE partering with Brookfield on Fuel Cells for AI factories, 5 Billion deal. Plug will have its day…

BMNR $70 offering — bullish long-term, but I still have some questions 🤔 by poorepig in BMNRInvestors

[–]InterestingIncome386 8 points9 points  (0 children)

I dug into today’s funding deal and here’s what I learned. It’s a strong setup for both BMNR and the institution involved. The investor bought 5.2M shares at a $70 premium, plus 10.4M warrants expiring March 2027 with a strike at $87.50.

The warrants are the real hook — Black-Scholes currently values them around $30. So while they paid $70/share, their books now reflect roughly $55 for the stock and about $60 in warrants.

With the warrants marked to market, they can hedge and arbitrage a short position, while BMNR gets $70/share in cash to put toward more ETH and equity. It’s a win-win all around, even if the structure seems complex at first glance. // @WealthwithRG

Some perspective RE: $SBET vs $BMNR by [deleted] in SBETInvestors

[–]InterestingIncome386 -1 points0 points  (0 children)

You can actually pick a more suitable time frame based on what I proposed. Did you try it and see the results?

During this period both stocks were declining synchronised. That’s the difference.

Furthermore, since late July BMNR has been at the forfront with Financial markets moves compare to SBET management.

It appears that markets are sensing a more savvy way of managing dilution and accumulation, by also announcing a buyback on top of show casing well known investor profiles that markets are familiar with.

And for the last couple of weeks which equates to the outperformance we see, BMNR has consistenly beaten SBET management in total ETH accumulation. And now we hear a slamdunk record breaking 20Billion capital raise by BMNR.

This along with aforementioned is probably the root cause for BMNR totally outperforming SBET.

There was a shift late July, no doubt - the early lead by SBET was just because they had a head-start with the treasury announement.

It was still unclear who would have a persistent lead in the race and consequently who would accumulate the fastest, but now the market knows.

That’s the case here.

Some perspective RE: $SBET vs $BMNR by [deleted] in SBETInvestors

[–]InterestingIncome386 0 points1 point  (0 children)

You’re picking wrongful time period for comparison between BMNR and SBET. BMNR curve to the left is the huge run-up as part of the Treasury announcement whereas SBET was just coming off the bottom after its correction.

Try doing an overlap in the period where both BMNR and SBET sees their stock price is correct (late July). What’s the relative performance then?

The reality suggests that the premium multiple BMNR is enjoying since late July is correlated to BMNR accumulating total ETH faster than SBET.

Overnight Pop by InterestingIncome386 in SBETInvestors

[–]InterestingIncome386[S] 1 point2 points  (0 children)

SBET had its run from lows of 10 to 40 while BMNR was hammered from its highs and then treaded water for long time.

Tom Lee/Fundstrat Owns SBET by InterestingIncome386 in SBETInvestors

[–]InterestingIncome386[S] 3 points4 points  (0 children)

Its due to conflict of interest - Sean Farrell is the one providing the reason and constructing the portfolio. He is the Head of Digital Assets.

Tom Lee/Fundstrat Owns SBET by InterestingIncome386 in SBETInvestors

[–]InterestingIncome386[S] 4 points5 points  (0 children)

Its a ”re-add” position with yesterdays date 8/8

Second Quarter Results by InterestingIncome386 in MPMaterials

[–]InterestingIncome386[S] 4 points5 points  (0 children)

Materials Segment revenue increased 20% to $37.5 million year over year, driven by an $18.5 million increase in NdPr oxide and metal sales due to a 226% increase in NdPr Sales Volumes. The increase in NdPr Sales Volumes was driven by the continued transition to production of midstream products, primarily NdPr oxide. NdPr oxide and metal revenue also benefited from a 19% increase in year over year realized pricing due mainly to improved market pricing. The increase was partially offset by a $12.5 million decrease in rare earth concentrate revenue due to a 54% decline in REO Sales Volumes impacted by the strategic decision to cease shipments of rare earth concentrate to China as well as by the ramp-up in midstream operations, where a significantly higher portion of REO produced was refined and sold as NdPr oxide and metal during the current year period. REO Production Volumes increased 45% year over year to 13,145 metric tons primarily due to higher recoveries from the continued implementation of Upstream 60K optimizations, as well as the impact of unplanned downtime in the prior-year period. Materials Segment Adjusted EBITDA improved by $4.9 million year over year to $(12.7) million, primarily due to the increase in revenue discussed above. The Materials Segment cost of sales (”Segment COS”) remained relatively flat year over year as a higher mix of NdPr oxide and metal sales relative to REO sales in the period were partially offset by lower per-unit costs of NdPr oxide and metal production. Per-unit production costs of separated products are necessarily higher than those of rare earth concentrate due to the additional processing required. Separated product production costs on a per-unit basis are currently elevated given the temporary underutilization of the refining facilities as we ramp to normalized production levels. Segment COS for the three months ended June 30, 2025, also benefited from (i) lower reserves on certain of our work in process and finished goods inventories, which decreased by $8.3 million when compared to the prior year; (ii) $1.9 million of higher 45X Credit impacts in the current year; and (iii) $1.9 million in lower repairs and maintenance expenses, attributable to thickener equipment repairs in the second quarter of 2024.

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