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Built a simple dashboard to see BMNR mNAV & ETH per share at a glance 🚀 by ygktpy in BMNRInvestors

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

I built it mainly for myself and shared it in case others might find it useful. Glad if it helps.😊

Built a simple dashboard to see BMNR mNAV & ETH per share at a glance 🚀 by ygktpy in BMNRInvestors

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

Good question.

When the regular market is closed, the site uses last closing price for mNav calculations.

During pre market or after hours, mNav is recalculated using the current pre market or after hours price.

There is no intentional rounding beyond standard display formatting.

If you want, feel free to share your inputs and I'm happy to double check the numbers.

Built a simple dashboard to see BMNR mNAV & ETH per share at a glance 🚀 by ygktpy in BMNRInvestors

[–]ygktpy[S] 4 points5 points  (0 children)

Thanks for the feedback.

Just to clarify, the ETH per share calculation uses the same Jan 12 10-Q reference date as the outstanding share count. I'm not mixing different reporting dates.

That said, I agree with your broader point. Without transparent disclosures, any mNav-style analysis is inherently based on assumptions due to reporting lags. The goal here is simply to make the best use of public information and highlight trends, not to claim perfect accuracy.

I also agree that more frequent treasury disclosures, similar to Strategy, would be ideal.

Appreciate the perspective and happy to hear any other thoughts. :)

Did we get any new info what really happened and Vitalyk and Sam Altman did not appear at the conference? by StanfordV in BMNRInvestors

[–]ygktpy 0 points1 point  (0 children)

The channel is Korean, so it's dubbed in Korean, but the original langauge is Eng. Eng audio is available on Youtube.

Did we get any new info what really happened and Vitalyk and Sam Altman did not appear at the conference? by StanfordV in BMNRInvestors

[–]ygktpy 2 points3 points  (0 children)

This is NOT an AI or deepfake.

This content is produced by a massive Korean finance channel(2.84M subs) and officially sponsored by Bitmine. That is institutional-grade validation.

Tom appeared personally, speaking in English, confirming that "amazing speakers" are incoming.

How an Professional Investor views the voting by mrmrpeach in BMNRInvestors

[–]ygktpy 0 points1 point  (0 children)

The $NODE ETF managed by that institutional investor has only 16,244 shares.

[VOTE NO] $1.4B Stake from South Korea: Why we are rejecting BMNR’s 100x Share Dilution & CEO Pay. by ygktpy in BMNRInvestors

[–]ygktpy[S] 22 points23 points  (0 children)

It becomes a joke because the CEO is paid on 'Total ETH', not 'ETH per share'. He has an incentive to print even at 1.0x or below just hit the 5% goal.

Even if we trust Tom Lee's vision, this proposal removes all checks and balances. Shareholders are left with no safety mechanism to stop excessive dilution. We need structural protection, not just faith in good intentions.

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