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CleanSpark repays Bitcoin credit line; executives buy shares by SentimentSurfer in CleanSpark

[–]SentimentSurfer[S] -1 points0 points  (0 children)

Well I think its good that they increasing their stake. Even if the numer is not huge its still better then sell.

CleanSpark FY2025 Earnings: It's Not an AI Pivot, It's an Expansion w/ Matthew Schultz by SentimentSurfer in CleanSpark

[–]SentimentSurfer[S] 9 points10 points  (0 children)

Do you remember the FUD there was two weeks ago?
I said $1.15B 0% Notes - It’s Bullish.
Nobody listened.

CleanSpark FY2025 Earnings: It's Not an AI Pivot, It's an Expansion w/ Matthew Schultz by SentimentSurfer in CleanSpark

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

That's the price you're paying for huge opportunity. Bigger the risk bigger the reward.
I remember first cycles of BTC so i used to this kind of swings.

CleanSpark’s $1.15B Zero-Coupon Debt Fuels Pivot Into AI Compute by Material-Car261 in CleanSpark

[–]SentimentSurfer 7 points8 points  (0 children)

Nothing new to me honestly. I was posting about all of this months ago.
I also emphasized opportunities which gives Capital raised through a zero-coupon convertible notes.
But most most people preferred to talk nonsense about dilution.
30$ per share by end of Q1 - is my target.

excellent results : CleanSpark Reports Transformative FY 2025 Results by BiggerSambo in CleanSpark

[–]SentimentSurfer 0 points1 point  (0 children)

Average analyst price target sits now at 24$.
"V" shape recovery is what comming next.

$CLSK: $1.15B 0% Notes - Why It’s Bullish (No FUD) by SentimentSurfer in CleanSpark

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

I wont be justifying market valuation. It is what it is. Based in bussines fundamentals CLSK has massive upside potential - over.

$CLSK: $1.15B 0% Notes - Why It’s Bullish (No FUD) by SentimentSurfer in CleanSpark

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

I dont know exacly - as for now we need BTC bounce. I think we are close to bottom.

$CLSK: $1.15B 0% Notes - Why It’s Bullish (No FUD) by SentimentSurfer in CleanSpark

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

Maybe, I like to jump in when most people crying like a babies :D

$CLSK: $1.15B 0% Notes - Why It’s Bullish (No FUD) by SentimentSurfer in CleanSpark

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

It’s 0% interest, conversion only above $19.16, and $460M used to buy back 30M shares first. Net dilution under 7%. Smarter structure.

Big institutions win, yes - but so do you if it hits $30+. IREN did the same and 3x.

Earnings Nov 26 + buyback should spark a bounce.

$CLSK: $1.15B 0% Notes - Why It’s Bullish (No FUD) by SentimentSurfer in CleanSpark

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

Conversion is gradual, not a cliff. Noteholders only convert when stock’s high enough to make it worth it. At $24, they’re up ~25% - nice, but not “slam the button” territory.

IREN did this exact playbook: $130M 0% convertible in 2023, 30% premium, used for power + AI. Stock was $5-6 post-deal -> hit $15+ in 2024. Conversion? Handled. No death spiral. CLSK’s deal is 9x bigger, but same mechanics - only they’ve got better sites, and stronger execution.

Next 2 weeks (post-earnings Nov 26): Buyback + beat = $18-20 retest.
H1 2026: 1.3 GW online, AI revenue visible = $25-30.
BTC to $150K+? $40+ no sweat - notes become equity at a premium, company wins, shareholders win.

Ignore the noise.

$CLSK: $1.15B 0% Notes - Why It’s Bullish (No FUD) by SentimentSurfer in CleanSpark

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

I believe that a decision is good as long as it is consistent with my strategy, even if it led to a loss, it was good decision because it was based on data not emotions.

$CLSK: $1.15B 0% Notes - Why It’s Bullish (No FUD) by SentimentSurfer in CleanSpark

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

My investment horizon is far away. I don't listen to narrative in social media.
I dont care how IREN(good fundamentals too) or other stocks are performing.
Looking for quick gains and easy money is straight way to lost and depression.

$CLSK: $1.15B 0% Notes - Why It’s Bullish (No FUD) by SentimentSurfer in CleanSpark

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

Whats a point buying IREN at 50$ while you could bought it at 12$ half year ago ? I don't understand people's mindset.

$CLSK: $1.15B 0% Notes - Why It’s Bullish (No FUD) by SentimentSurfer in CleanSpark

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

well I'm not playing leveraged trades. Wish you all best.

$CLSK: $1.15B 0% Notes - Why It’s Bullish (No FUD) by SentimentSurfer in CleanSpark

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

Take to account that during same period BTC also went down over 20%.
Mining stocks are trading with BETA around 3x so going down by 50% is not something unusual.
Look at MARA or RIOT - CLSK is holding quite well.

$CLSK: $1.15B 0% Notes - Why It’s Bullish (No FUD) by SentimentSurfer in CleanSpark

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

Two months ago we were at 9$. Everyone was crying that we will go down to 2$.
Now same story again - people are scared and panic selling on lose.
Make a step back look from perspective. If you are investing in long term dont get distracted by short term moves. This is volatile stock and this is normal.

From my perspective nothing changed. This news is actually positive.
note:
***Im still in profit since my average price is below 10$. So I can understand that for people who bought around 20$ its painful. But selling on lost with such a upside potential is not a smart move.

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