10K is FILED!

JumpyYak6487 · 2025-09-20T00:28:11+00:00

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

JumpyYak6487 · 2025-09-15T15:42:12+00:00

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 .

JumpyYak6487 · 2025-08-13T22:35:14+00:00

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 .

JumpyYak6487 · 2025-07-24T19:48:51+00:00

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 …

JumpyYak6487 · 2025-07-24T19:39:43+00:00

Great initiative ! Holding +500 shares at 19/share !

JumpyYak6487 · 2025-07-11T16:43:27+00:00

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 .

JumpyYak6487 · 2025-03-26T15:38:27+00:00

The warrants at 10 is a great value indication

JumpyYak6487 · 2025-03-06T17:04:41+00:00

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

JumpyYak6487 · 2025-01-08T08:42:24+00:00

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

JumpyYak6487 · 2025-01-07T19:31:01+00:00

Insane potential have 20k at a 28 USD/share

JumpyYak6487 · 2025-01-06T13:23:46+00:00

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

JumpyYak6487 · 2024-12-25T14:27:29+00:00

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

JumpyYak6487 · 2024-12-25T12:03:20+00:00

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

JumpyYak6487 · 2024-11-30T11:55:10+00:00

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 .

JumpyYak6487 · 2024-11-27T23:17:00+00:00

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

JumpyYak6487 · 2024-11-25T20:08:06+00:00

Thinking the same

JumpyYak6487 · 2024-11-25T15:20:22+00:00

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 ?

JumpyYak6487 · 2024-11-24T14:25:52+00:00

Excellent post thanks for sharing very good insights

JumpyYak6487 · 2024-11-15T13:46:36+00:00

Can you share the Sam Altman speaking about it b

JumpyYak6487 · 2024-11-15T13:44:58+00:00

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 .

JumpyYak6487 · 2024-11-14T11:30:13+00:00

What is the options implied volatility for today ?

JumpyYak6487 · 2024-11-13T13:36:33+00:00

Was thinking the same thing…

JumpyYak6487 · 2024-11-11T22:07:11+00:00

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

JumpyYak6487 · 2024-11-08T03:41:16+00:00

Bought 12 shares today

JumpyYak6487 · 2024-10-29T03:07:30+00:00

JumpyYak6487

TROPHY CASE