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Perry Lin
2,488 posts
Replying to @dieworkwearMaybe it will teach Americans not to buy so much crap. Someone in this thread mentioned how bird feed is now $94. Lesson is to not get a bird.- $WULF Super bullish. Buyback shares financed by a convertible. Company is betting on themselves prior to AI deal. This is like legal insider trading.
- $WULF This raises $1B with no interest and payments for 6.5 years.
- $WULF convertible closes and no dilution until stock is above $18.41. Great terms on loan and over $320 million cash on the balance sheet. The days of ATM are over.
- $WULF I am more bullish today than I was yesterday. I think this stock heads towards $50 in the next couple of years. Here are some thoughts in no particular order. 1) the option for Fluidstack adding 160 MW is all but a done deal. I would expect an announcement sooner rather
- Replying to @akafaceUSBecause it’s not an investment vehicle. It is an insurance plan. You never get your premiums back when you buy insurance.
- For the naysayers who avoided $WULF because they don’t share/publish/speculate on future MW capacity, they have just upped their annual CONTRACTED capacity to 250-500 MW. More to come from the premier management team in the space.
- $WULF provides the most clarity from anyone in the space. - 510 MW contracted and delivered by year end 2026 - pipeline of over 1.6+ GW (this includes 168 MW for Abernathy expansion, 168 MW for unnamed FS site, and possibly 2 more sites by year end) - from that, company is
- $WULF Exchanged some texts with Patrick this morning. Key points: - capped call on convertible limits dilution until $18ish - capped call of $12.80 on initial convertible plus $115M share buyback also limits dilution to $18ish - mgmt signaling stock should trade to $18 in
- $WULF Running today and a high probability they announce a colocation customer next week. I expect a deal to look like $100-$105M a year for 72.5 MW for 10 years with a Q3 option for another 100MW with similar terms.
- $WULF upsized convertible to $1B at 1% interest
