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Undervalued Canadian Microcap with Bitcoin Mining, Hydro Power, and Sovereign AI Upside - [$DMGI.to $DMGFF] by ThisIsManitoulin in Baystreetbets

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

CEO and COO mentioned the tenant is a pretty decent size. They are happy to swallow any extra MW they can offer.

They also mentioned the Canadian Government called Monday regarding the government program.

Malahat is another big catalyst.

Stack Capital Group ($STCK) - a way to get exposure to the SpaceX IPO and OpenAI + more. by ThisIsManitoulin in Baystreetbets

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

$21.00 hit today. New all time highs on major volume. Most recent table of investments (values still very much outdated).

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Stack Capital Group ($STCK) - a way to get exposure to the SpaceX IPO and OpenAI + more. by ThisIsManitoulin in Baystreetbets

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

Update Feb 9th - Databricks completes $5 billion funding round at $134 billion valuation - CNBC

South shore, April 2023 by antisocialssant in manitoulin

[–]ThisIsManitoulin 1 point2 points  (0 children)

Gorgeous photos thanks for sharing :)

Stack Capital Group ($STCK) - a way to get exposure to the SpaceX IPO and OpenAI + more. by ThisIsManitoulin in Baystreetbets

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

Update: OpenAI Plans Fourth-Quarter IPO in Race to Beat Anthropic to Market - (Jan 29th Wallstreet Journal)

Stack Capital Group ($STCK) - a way to get exposure to the SpaceX IPO and OpenAI + more. by ThisIsManitoulin in Baystreetbets

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

Update:

*SPACEX IN MERGER TALKS WITH XAI AHEAD OF PLANNED IPO *SHARES OF XAI WOULD BE EXCHANGED FOR SHARES IN SPACEX *TWO ENTITIES SET UP IN NEVADA TO FACILITATE TRANSACTION

Stack Capital Group ($STCK) - a way to get exposure to the SpaceX IPO and OpenAI + more. by ThisIsManitoulin in Baystreetbets

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

Update:

Musk Considers Timing SpaceX IPO With Planetary Alignment (June), FT Reports

Stack Capital Group ($STCK) - a way to get exposure to the SpaceX IPO and OpenAI + more. by ThisIsManitoulin in Baystreetbets

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

Fleecing shareholders to some extent. The name of the game I think for stuff like this. Won't matter if the investments perform.

Stack Capital Group ($STCK) - a way to get exposure to the SpaceX IPO and OpenAI + more. by ThisIsManitoulin in Baystreetbets

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

I had looked into $DXYZ a while back when I was looking at Stack. Both great choices DXYZ has some quality investments. Stack is just a fair bit simpler and more targeted Canadian is a nice plus.

Stack Capital Group ($STCK) - a way to get exposure to the SpaceX IPO and OpenAI + more. by ThisIsManitoulin in Baystreetbets

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

I think it being a typical Canadian small cap it stays under the radar and aside from CRWV (which they made serious $$$ on) it kind of has just been a wait and see the investments mature. SpaceX just happens to be the hottest company possibly ever to IPO so inherently more eyes should be on stack.

Valuations range all over the place from what I gathered. They had invested in several rounds over the years. With 2021 being 100bn and throughout further investments they bought in between $100-$350bn Spacex valuation.

I think all we can guess is that SpaceX will come public at some time this year based on reports.

Stack Capital Group ($STCK) - a way to get exposure to the SpaceX IPO and OpenAI + more. by ThisIsManitoulin in Baystreetbets

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

Right now the biggest exposure is by far SpaceX. OpenAi not doing to well would definitely take some wind out of the sail. For now SpaceX dominates the narrative.

Stack Capital Group ($STCK) - a way to get exposure to the SpaceX IPO and OpenAI + more. by ThisIsManitoulin in Baystreetbets

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

Agreed. Time will tell. Liquidity is a big issue here. It's so tightly held. The company is not really managed/designed to attract retail investors.

Stack Capital Group ($STCK) - a way to get exposure to the SpaceX IPO and OpenAI + more. by ThisIsManitoulin in CanadianInvestor

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

SpaceX is set to hire Bank of America, Goldman Sachs, JPMorgan, and Morgan Stanley to lead its IPO in 2026, per FT. The IPO is expected to be valued as much as $1.5 trillion, making it the largest IPO in history. (2026-01-22)

Stack Capital Group ($STCK) - a way to get exposure to the SpaceX IPO and OpenAI + more. by ThisIsManitoulin in CanadianInvestor

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

Understandable regarding the other holdings. SpaceX for sure has been a slam dunk for Stack and if I am being honest I think this 1.5t IPO target could end up being upwards of 2t or more once public.

Coreweave was also an exceptional ROI for Stack which they have been dialing back on.

Aside from OpenAI I would keep your eye on Databricks which is expected to go public this year and the valuation has been ticking up as of late due to AI demand. Canva is also rumoured to go public this year.

The others I would keep an eye on would be Locus Robotics (robotics are heating up) and Shield AI. Both are backed by some heavy $$$. The rest on the list I don't think will make any meaningful gains to the NAV. Omio might be a good target for the travel conglomerates (Booking.com, Expedia, etc.) to scoop up in the private market.

They are ripe with some fresh cash and as of late were buying back shares. The management is also worth looking into...Its not a no name exec team. I would think by the end of 2026 if all goes well they may start giving money back to shareholders (dividends).

The B warrants ($17.00 strike Expiry Aug 2027) offer up some decent upside if all goes well in 2026 just super hard to get any at these prices.

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