Posts
Peabody Energy, valuation based on Anglo pricing.
Anglo American, just agreed to sell its Australian steelmaking coal business to Dhilmar for up to $3.875 billion, consisting of $2.3 billion upfront and the rest tied to price-linked earnouts. The buyer is paying for 306 million tons of marketable reserves and 14 million tons of current annual production. That …
Drone strikes UAE nuclear plant as US and Iran signal they are prepared to resume war
It’s pigeon o’clock
HIVE’S BUZZ HPC Announces 320 MW Sovereign AI Infrastructure In Greater Toronto Area
The project is expected to become one of Canada’s largest AI gigafactories, designed to support fully vertically integrated AI supercomputers and host more than 100,000 GPUs at full build-out. Key Highlights: Target Online: Second half of 2027. Capital Investment: \~CAD $3.5 billion. Jobs: 800+ construction, hundreds of permanent high-skill roles. …
Warsh is trying to change the inflation metric
**TL;DR:** Warsh wants the Fed to judge inflation using Trimmed Mean PCE instead of Core PCE. That matters because Trimmed Mean PCE is currently much lower — about 2.36% versus 3.20% for Core PCE — making inflation look closer to target and giving the Fed more justification to cut rates. …
RDDT Ads 🚀
I think RDDT is printing cash from ads this quarter. I’ve never once seen an ad that I’ve wanted to click on. But in the last month something has definitely changed with their newsfeed UI that has me accidentally clicking on an ad at least once a day when I’m …
PGY potential DD?
Lets get some more attention on it, they will be at barclays on the 19th amd might be parading around their new CFO. They have a 20% short float, but have had very good earnings reports and with their recent experian partnership I expect there next earnings to be better. …
A justification for Spacex's IPO valuation by looking backwards: The story of McCaw Cellular
***Apologies for the Spacex glazing I'm about to do. I'm going to enjoy this even less than you will.*** I think to understand Spacex's astronomic valuation, you need to look at the story of McCaw Cellular. In short, in the early 1980s Craig McCaw realized that the way the FCC …
Addressing 5 Rumors Circling $NOK Right Now
It has been a while since I have posted a Due Dilligence post here so buckle in because this is going to be a long one. No AI in this one either, this is all from the dome. Here is my [Original DD Post](https://www.reddit.com/r/Nok/comments/m0h2xn/a_comprehensive_guide_to_why_nokia_nok_is_one_of/) from 5 years ago and boy …
I once got bird poop in my face
Some years ago when I was bike-less, I met a shady guy on fb marketplace offering me a bike. He told me to meet him at his place. When I arrived there, I found out his house functioned as a garage filled with all kinds of bikes and strange metal …