Perry Rod @Perryhrod
From Philosopher 🤔 to Musician 🎸 to Retail degenerate investor 💎🙌 to hedge fund manager ⚡️ 💀 ⚡️ Nothing I share is investment advice perryrod.com Joined May 2017-
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@given2tweet No I’m not sure. Been awhile since I went into the weeds of these NOL details but that’s a good point. I was just assuming a no leverage purchase. So yeah, maybe it’s potentially way higher savings depending on the use of leverage and up to their max NOLs
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@richtrades100 @given2tweet definitely more than where it's trading... a lot of retail cashing out and it's much too small for most institutions
@given2tweet im guessing they were even deep in the process in february and the retention is just understood as part of the negotiation
@given2tweet I don't think so. They were already in a process
@given2tweet It's nice timing for a regular annual grant when you're negotiating for the whole company
@given2tweet @joshjames The memes are hilarious. But the funniest thing to me is the DOMO crypto monster thrown in. I just love that
@given2tweet I was thinking that too, but didn't seem worth it
@given2tweet Congrats! Your instinct was right to hold
@given2tweet What's nuts is it there were a ton of trades under 50 cent premium
@given2tweet Clearly you're not convinced you're a moron on this. You have the opportunity to sell rn
@given2tweet Then the short/cover theory makes no sense because they wouldn't wait till AH to cover. It means someone is buying thinking they will get the CVR even after the cutoff time
@given2tweet Looks like someone is still buying heavily AHs ... were they shorting today and covering now? That's the only explanation
@given2tweet Wow. What a crazy situation. Clearly there is A LOT of confusion. The stock is still trading now with a premium and it's after the cutoff. The whole record date, settlement thing is so primitive and looks like the company never spelled out what they intended here?
@tomcvegas Guess which beach is closest to SpaceX
@given2tweet Looks like sold July, bought August
@given2tweet @joshjames my favorite... the stock certificates as blankets 😂
@given2tweet But you’re not covering your long common position so you kill it if it does $5.50+ right? I’m tempted to cover it all and not be too greedy
@given2tweet If it’s 1x2 against common why not just think of it as 1x1 and a covered call position?
@given2tweet I don’t think it impacts anything. Btw all you need to get articles like this for free is pay Michael Bloomberg $2500/mo. Nbd
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