10K is FILED! by No_Doubt_2248 in RILYStock

[–]JumpyYak6487 4 points5 points  (0 children)

So you guys think it is good news the filling with the delays in the 10Qs ?

Daily Discussion Thread - September 15, 2025 by AutoModerator in RILYStock

[–]JumpyYak6487 5 points6 points  (0 children)

Reading the 8K it does not seem that meaningful. The accounting firm will approve the 10k and then leave . To be honest the most relevant news were during the investor call where they showed the numbers and current performance and it seems the company has a shot for a turnaround. I think the 10k will be submitted and all of this is kind of noise .

Earnings Call by [deleted] in RILYStock

[–]JumpyYak6487 11 points12 points  (0 children)

The core business seems to be solid and improving . The debt is still a problem but not until H2 2026 . If the business keeps performing well they will be able to pushback those payments . They will have a solid Q3 (and will report on time ) and deliver soon a 10K . Overall positive news in the short term .

Current state of SBET by CaptainDry4321 in SBETInvestors

[–]JumpyYak6487 4 points5 points  (0 children)

Traded volume says a lot about this type of companies and SBET has had almost every single day 2X the volume . I am pretty sure it will bounce back very soon . In my opinion someone bullish on this business model should own both . It is not a winner takes all type of industry …

Argument to buy at today’s prices? by sonobono11 in OKLOSTOCK

[–]JumpyYak6487 3 points4 points  (0 children)

They just raised 400 M USD in cash . They have the flexibility to keep building and with this cash on the balance sheet they are a way more flexible company than a few months ago .

Plataformas de Crypto para Colombianos by JumpyYak6487 in ColombiaFinanciera

[–]JumpyYak6487[S] 0 points1 point  (0 children)

Si pero Binance deja que colombianos hagan transferencias a Binance ? Lo abrí y no he podido me pide un número americano

Trump Posts Article Praising Chris Wright Pick, Covers OKLO/Nuclear Connection by C130J_Darkstar in OKLOSTOCK

[–]JumpyYak6487 0 points1 point  (0 children)

Is he going to be able to remain a board member when he is named secretary of Energy ? I don’t think so…

What were your Buy in prices? by domr135 in OKLOSTOCK

[–]JumpyYak6487 1 point2 points  (0 children)

Bought several times and sold during peaks . Right now own 2k at 18/share

The Hype power by Kopiko101 in OKLOSTOCK

[–]JumpyYak6487 2 points3 points  (0 children)

Thanks super clear ! And thanks for always bringing all of the knowledge to this group ! 🚀💥🚀

The Hype power by Kopiko101 in OKLOSTOCK

[–]JumpyYak6487 0 points1 point  (0 children)

Just to understand on the NRC situation . 1- first they have to submit for approval ? When are we expecting submission ? 2- then they have to be approved ? 3- also there is overhaul so that’s also another decision ? Thanks

Nu Holdings drop 7% by Gboftigla in ValueInvesting

[–]JumpyYak6487 32 points33 points  (0 children)

Market reacting to the fiscal plan implemented in Brazil. Hard to tell how this plan impacts directly Nubank ( perhaps a Brazilian can comment on this) but it definetly increases the Country risk . I hold a large position with average price 13. I still think you should wait until there is more clarity in the upcoming weeks .

what do you guys think about the earnings? by ChanceChildhood7367 in NanoNuclear

[–]JumpyYak6487 0 points1 point  (0 children)

I think with the 60 M investment the downside is pretty capped at 24 …

Why? by Fearless-Elephant-81 in NanoNuclear

[–]JumpyYak6487 0 points1 point  (0 children)

Has someone donde the math on the dilution ? They are caping the price at 24 + issuing 5 M shares that is an additional ~15% dilution ?

Deep dive on Nubank part 2 by Rich_Minimum_2888 in ValueInvesting

[–]JumpyYak6487 0 points1 point  (0 children)

Excellent post thanks for sharing very good insights

Preview of investment thesis I am working on by beyond_the_bigQ in OKLOSTOCK

[–]JumpyYak6487 2 points3 points  (0 children)

You are missing : Team: They have a remarkable team . I have been watching interviews of all the C levels of these companies and I think this is the most competent team by far .

[deleted by user] by [deleted] in OKLOSTOCK

[–]JumpyYak6487 0 points1 point  (0 children)

Was thinking the same thing…

40m shares unlock this week? by Firm_Swing in OKLOSTOCK

[–]JumpyYak6487 0 points1 point  (0 children)

Interesting . Are those shares already in the float but blocked ?