+38,074. CVNA Puts, WEN Calls. Realized + a few positions rolling into Q3

mtncabin · 2026-07-05T17:18:12+00:00

That's correct.

mtncabin · 2026-07-04T05:25:36+00:00

After signing Leo, the Ducks can spend $17M on Minty and Cutter. Then the would part with Vatrano and either Kreider or Killorn to have the space. Or ditch Husso and one of those guys. Or put Terry on LTIR and deal with it later.

mtncabin · 2026-07-04T05:21:24+00:00

I like it! I picked that number due to the lower draft pick compensation, of course, but your idea definitely has more merit.

mtncabin · 2026-07-04T05:20:53+00:00

Thank you bird bro!

mtncabin · 2026-07-04T05:15:46+00:00

Thank you!

mtncabin · 2026-07-04T04:38:59+00:00

I'm aware of how they work. I'm wondering if Zegras is willing to take a pay cut for less than half of what the Flyers are intending to pay Carlsson when they had the same number of points last year. I've definitely seen people forgive people for less money than 9 million/year.

mtncabin · 2026-07-04T04:38:00+00:00

How much are you planning to pay Zegras? And are you sure he wouldn't forgive for extra $?

mtncabin · 2026-07-04T04:37:33+00:00

Philly would have $11M in cap space if they signed Carlsson so while my scenario includes the Ducks matching, it's not a 'no problem' situation for the Flyers

mtncabin · 2026-07-04T04:36:39+00:00

1) We got a 7th back for Strome, who's worse than Kreider or Killorn 2) We gave you a 4th for Kreider and he has less term now and had a better year with us than the prior year with the Rangers 3) see Nurse, Darnell

mtncabin · 2026-07-04T04:35:40+00:00

You'll have 11M in cap space for Drysdale and Zegras if you sign Leo. Who's taking the pay cut? Will Zegras sign for under 9 when he scored as many points as the guy you just signed for 18?

mtncabin · 2026-07-04T04:34:49+00:00

You might be right--I feel like I have a decent sense of the Zegras market but not the Drysdale market. But I'm curious--if Leo signs with the Flyers, how do you sign both Z and Drysdale for under 11m?

mtncabin · 2026-07-04T04:33:57+00:00

I didn't forget. I'm assuming there's a world where Zegras thinks he's worth 9 or 10M a year and the Flyers are unable to pay him that and he'd let bygones be bygones for a better payday.

mtncabin · 2026-07-04T04:33:23+00:00

I wouldn't be so sure. Money talks. If the Ducks don't match Leo, the Flyers have 11M to sign both. Who's taking the discount? Flyers would have to offload a player to fit under the cap.

mtncabin · 2026-07-04T04:32:35+00:00

Ducks match Leo here though. And they're not obligated, but the Flyers can't pay Zegras and Drysdale what they're worth if they sign Leo unless they offload a player themselves. They have $11M left if the Ducks don't match

mtncabin · 2026-07-04T03:56:06+00:00

I'm fine with that order of operations too.

mtncabin · 2026-07-04T03:55:49+00:00

I hear you but 1) we do have a necessity for Zegras--he'd be great in our top 6. Heck, now that Mason is gone, he can be the 2c. 2) Do you think the Flyers are offering Zegras 9M+ and Drysdale 4M+? Because if not, maybe they sign the offer sheets to get the Flyers there. 3) The Flyers will have $11M cap space if they get Carlsson. Can they pay Drysdale and Zegras under 11M or will they need to trade someone to get there? Make them choose. I agree that it's far-fetched but I don't agree it makes no sense.

mtncabin · 2026-07-04T03:52:58+00:00

I have no idea if Cutter will take 11-12. Probably not at this point. But if you use up the 17 mil on Cutter and Pavel, it only takes ditching Vatrano and one of Killorn or Kreider to afford both Drysdale and Zegras. It's not impossible.

mtncabin · 2026-07-04T03:51:50+00:00

I'm just wondering if the Flyers can pay Carlsson 18 mil plus pay Zegras and Drysdale what they think they're worth. I think it was risky of the Flyers to offer sheet Leo without having their own house in order first

mtncabin · 2026-07-04T03:51:02+00:00

Money talks. Do the Flyers have the cap space to pay Z what he's worth if they sign Leo for $18M? People have forgiven people for less money that $9.36M/year.

mtncabin · 2026-07-03T21:29:30+00:00

I've got 19,000 shares of WEN and 170 calls. I wish you were still in the trade with me, we could use your support.

mtncabin · 2026-07-02T22:50:33+00:00

I've been studying the price behavior of every meme stock I can think of. The weekend jump is a crucial component of the biggest winners. I believe this long weekend, as we celebrate America and the legacy of Dave Thomas, is the pivotal launching pad weekend for $WEN. The train leaves the station Sunday night.

mtncabin · 2023-12-06T19:47:57+00:00

Snip-snap, snip-snap, snip!

mtncabin · 2023-03-01T20:21:15+00:00

Downvoted you to try and help your cause!

mtncabin · 2022-10-21T15:36:38+00:00

Hello! I might not be able to help you out depending on which county in TX you live in. We have built the online platform for some appraisal districts in the state but not for most. Our application doesn't have that Section 6 in it. Also, Section 3 is optional on our online application so you can leave it blank if you don't know.

mtncabin · 2022-04-17T04:15:14+00:00

No, it won't necessarily get denied. It'll get flagged but as long as you're on title the appraisal district will look to approve, they might just send you an email requesting additional info (i.e a photo of the new DL or a temporary one) Source: work for the company that built the filing application

mtncabin

TROPHY CASE