Hedgewatch (Brevarthan Research) @Hedgewatch1
Founder, Brevarthan Research. Armchair alpha. Frequently wrong. Opinions are not investment advice. Energy and other shorts. Some longs. Do your own research. brevarthanresearch.substack.com Joined March 2020-
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$MSTR...thoughts and prayers...
$MSTR #BTC The launch of Hong Kong based bitcoin etf's will be the knock out punch to $MSTR's #BTC premium, following the US etf launch and halving not delivering the absurd flywheel bull case that retail punters have bought into... reuters.com/business/finan…
Area man who has lied, lied and lied again makes bold prediction...
Area man who has lied, lied and lied again makes bold prediction...
#VCP #Victoriaplc Still no accounts from Hanover Flooring...20 days overdue.... @BondHack
#VCP #Victoriaplc Hanover Flooring's 2023 accounts are a week overdue. I guess this is normal. Anyway the company's buyback programme is currently doing a good job supporting the shares. But presumably running out of levers to pull.
The "pump" is strong in this one today, on the back of a "back of a fag packet" resource update, freighted with contingencies and without any economic considerations. About as deliverable as using nuclear bombs to develop the Canadian oil sands...#PANR $PANR.
The "pump" is strong in this one today, on the back of a "back of a fag packet" resource update, freighted with contingencies and without any economic considerations. About as deliverable as using nuclear bombs to develop the Canadian oil sands...#PANR $PANR.
Am finding the new NYT game Strands extremely addictive. Its added another 5-10 minutes of unproductive time to my day.
I think @elonmusk put out his robotaxi unveil tweet out of pique over the reuters article on the cancelling of the Model 2. Nothing else. The unveil will likely be the equivalent of the AI robot unveil of an actor in a robot catsuit.
A thread about this Tesla fanatic statement: "Well Tesla is trying to do the only FSD system that truly, truly works at scale: camera-only and without a geofence.." My response: "What's Tesla's plan to getting that to market? How do you catch your competitors?" "Just more…
$88e #88energy baggies and $PANR #pantheonresources baggies duking it out on the bulletin boards is like two bald men fighting over a comb.... Mirror mirror on the wall, who has the lowest pressure tight gas condensate field of them all?
$MSTR proving defensive in the #btc downswing because at $150,000+ per bitcoin its a steal...and...reasons...
I guess he got fired as Chief Bridge Rebuilder.
I guess he got fired as Chief Bridge Rebuilder.
So $RH. Riddle me this. Big jump in inventory purchase commitments (>50%) and big fall in year end members (-20%). Big gamble. If it doesn't pay off its going to need a re-cap.
#VCP.L #Victoriaplc Some weird trading going on into quarter end and FY year end (coinciding with Easter break).... unusually high volume presumably along with buybacks...
Judging by the state of our ageing gas infrastructure it will be Cadent (ex British Gas) next needing a handout....the cost of replacing all these ageing gas mains to residential customers is astronomical @BondHack
Judging by the state of our ageing gas infrastructure it will be Cadent (ex British Gas) next needing a handout....the cost of replacing all these ageing gas mains to residential customers is astronomical @BondHack
Comme j'ai dit.
GM. We're short $MSTR and long bitcoin. Report avail at kerr.co/mstr. Crypto trades often get carried away and $MSTR is no exception. The BTC price implied in $MSTR shares is now over $177k, an unjustifiable 2.6x the spot price of BTC. (1/6)
#PANR $PANR #ProtonGreen My Fantasy RNS "Combining the helium resource and expertise at Proton Green, with the world class oil and gas resource base at Pantheon, bound together in a highly synergistic structure with the potential to unlock Alaska helium bla bla bla..."
#PANR $PANR #ProtonGreen My Fantasy RNS "Combining the helium resource and expertise at Proton Green, with the world class oil and gas resource base at Pantheon, bound together in a highly synergistic structure with the potential to unlock Alaska helium bla bla bla..." https://t.co/MzhL80xvlI
$PANR #PANR Another RNS for the record books....no funding secured, lots of diversionary language about gas offtake for a future Alaskan LNG project, and the emergence of a new pump - Helium! Conveniently Exec Chairman Hobbs is also Exec Chairman of an indebted helium co....
$RH Listening to Gary opine about shipping in the Red Sea....
Jeremy Raper @puppyeh1
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$INTRUM Swed Debt collector- Citi got out of its RCF position $59mn per Bloomberg. Would love to hear thoughts on which hedge fund would want to come in and buy it on a discount
No one is easier to fade in equities than a overconfident macro guy with a British accent. 100% hit rate.
@BradMunchen I find it funnier that virtually none of those price cuts appeared in their gross margins.
@CuriousPejjy I went long when I found out Tesla can use parked cars that have to be plugged in to become the next AWS & they itemized AI in PPE. That 40% drawn-down coupled with negative $2+B of operating cashflow less capex means they are serious.
If this f*cker actually believes this, I cannot be short enough. He just told the biggest bull buy side analyst to eat a bag of sh!t and his car business is dead weight.
Musk: Q1 was a turd. No one wants a go kart with a battery. Others are quitting. We are not. Energy still a ramping bitch. We know it by a right hand of God knowledge. AI training like a slave. New products? F8ck it. Sure we can talk about it. It aint't happening.
$TSLAQ Anyone have a over / under on the number of time Musk says efficiencies in the call?
$TSLA $TWTR
$TSLA is going to $10k/share when it unlocks robotaxis.
Adam Jonas publishes $TSLA notes multiple times a week - the company cuts 10-20% of its workforce and 🦗
I think Drew was blindsided by Elon's Robotaxi tweet. There was likely a heated discussion about what Elon demanded and what Drew could commit to delivering on Aug 8. To continue the charade could expose him to legal liability. So I'll go with your #1 and #4.
@CoverDrive12 My guesses in no particular order: 1. Drew was uncomfortable with the dedicated robotaxi pivot knowing FSD is nowhere close 2. Drew was fall guy for Cybertruck debacle 3. Drew got poached by another firm but has to wait out noncompete 4. Drew didn’t want to go to jail
$10 billion company -60% in a day... congrats to @FuzzyPandaShort on an incredible $GL report
This will continue as more and more wind & solar get jammed into the system. Wind & solar do *not* replace dispatchable thermal generation, they just make them less economical but you still need them. Doing what Germany did just loads the grid with excess capacity -->…
The CPI for electricity is zooming. The first time we saw anything like this was in the wake of the 1973 oil embargo, with electricity prices running higher for the rest of the 1970s. Then we saw it when the "Commodities Super Cycle" busted the middle class into 2008.
So did the CPI number get leaked at 3:10pm yesterday or nah?
@Hedgewatch1 @Rory_Johnston @ArgusMedia Yep. That’s basically what I hinted at.
“Convergence” Since we put this Short MSTR / LOng BTC on & posted it here the spread is up 24%. Still innit to winnit
Michael Saylor is pumping Bitcoin on the media every single day & selling convertible notes to buy more $BTC. So why is he then selling 5000 shares of his $MSTR stock everyday for a cumulative $195m of stock sold YTD? This is almost a $1bn annual run rate fwiw. Let's see what…
@Hedgewatch1 Last 5 days: $MSTR -7.5% $FBTC +2.95%
As Queen Elizabeth II said: "Long live the difference, but long live the Entente Cordiale."