Eraserhead Capital (@EraserheadCap) profile picture
Joined January 2023
Photo by Eraserhead Capital (@EraserheadCap)Photo by Eraserhead Capital (@EraserheadCap)Photo by Eraserhead Capital (@EraserheadCap)Photo by Eraserhead Capital (@EraserheadCap)Photo by Eraserhead Capital (@EraserheadCap)Photo by Eraserhead Capital (@EraserheadCap)Photo by Eraserhead Capital (@EraserheadCap)Photo by Eraserhead Capital (@EraserheadCap)Photo by Eraserhead Capital (@EraserheadCap)Photo by Eraserhead Capital (@EraserheadCap)
Interesting closing statement from @K33pFracing $ACDC
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Hearing that @Wealthsimple raised the margin requirements on $PNG.V to 75% from 50%. Could explain some of the sell pressure we’ve seen as people who have held this on margin are forced to sell. $KRKNF
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They keep teasing $NB with EXIM but never actually giving them the funding. Wtf is a Letter of Support? They got their Letter of Interest three years ago
Chairman @JJovanovicUSA and @NioCorp Executive Chairman, President and CEO Mark Smith signed an EXIM Letter of Support for the Elk Creek project today, marking another step toward strengthening U.S. critical mineral supply chains and supporting American jobs. 🇺🇸
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Holy cow is $NB finally getting EXIM funding!? @cekdrew
A big week ahead for NioCorp and Nebraska! 🇺🇸 We're proud to welcome @ENERGY @SecretaryWright, @EximBankUS @JJovanovicUSA, @TeamPillen, @SenatorFischer, @SenatorRicketts and @RepAdrianSmith to Elk Creek on Oct. 14 to see construction underway. Full announcement: niocorp.com/u-s-energy-secre… Watch live at 1:30 p.m. ET: niocorp.com/event-livestream… $NB #CriticalMinerals #Niobium #Scandium #RareEarths #Titanium
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$T $VZ $TMUS are down close to a combined $60b in market cap today. Not outbidding Elon on his $8b grain spectrum acq now looks really bad in hindsight. Sure there might’ve been other reasons why they couldn’t outbid and sure the market is probably overreacting. But still… $ASTS
Wow. Verizon, $VZ, is having one of its worst days since 2002. Why? SpaceX just landed a nationwide low-band spectrum deal, a major step toward turning Starlink into a full mobile carrier. Verizon has lost roughly $18 billion in market value today.
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63 stocks listed for tokenization. 61 are popular tickers, 2 of them don’t really fit in: $SECZ + $BTGO. I assume they are involved in OKXICE, they already work in tokenization + SECZ is partnered with @NYSE, so they probably convinced @okx to list their tickers on this new TSV
BIG NEWS TODAY: OKXICE, the joint venture between @OKX and ICE (NYSE parent company), has notified the SEC of plans to launch a "Tokenized Securities Venue." The notice includes 60+ companies listed on US stock exchanges, which gives the issuers 30 days to opt out. The list includes: - NVIDIA - Apple - Microsoft - Amazon - Alphabet (Google) - Tesla - Broadcom - JPMorgan Chase - Walmart - Eli Lilly - Costco - Oracle - Netflix - Coca-Cola - Goldman Sachs - Boeing - Cisco - IBM - Coinbase - Robinhood - Palantir - AMD - Circle - Reddit - SpaceX The proposed initiative comes after the SEC's Innovation Exemption announcement in mid September. The team is targeting a launch within the 30-day notice window, pending it meeting the SEC's exemption operating requirements. "The goal is to enable 24/7 trading, instant settlement, and self-custody for exchange-listed securities," the press team shared. "The digital asset revolution is already transforming our financial system. Tokenized securities are part of what comes next. And we’re just getting started," Former NY Governor @AndrewCuomo, Co-Chair of OKXICE, said in the release.
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$SECZ ceo saying “more coming” 🧐
Here is the official filing of the OKXICE TSV. We are proud to have $SECZ listed as one of the stocks that will trade there; more coming. okx.com/cdn/assets/files/261…
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NOW: President Trump delivers remarks on American Shipbuilding 🇺🇸
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Anduril's autonomous subs are incredible! $KRKNF $PNG.V
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The final shot as Trump walks off the stage to the tune of "YMCA" and there's a second DIVE-XL on the other side of the stage, this time with ANDURIL clearly displayed on the hull. $KRKNF $PNG.V involvement in the US's Golden Fleet just getting started.
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$BAER -25% today based on what?
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$SECZ chart with 3 white soldiers and filling the gap? @steve2bacon what do you think?
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Well $SECZ went crazier than I thought. @steve2bacon that’s a whole army of soldiers
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Wildfires are a hot topic $BAER
Bringing autonomy to the next fight: wildfires. Anduril has earned first place in the Autonomous Wildfire Response Track within the @xprize competition. Our solution manages the entire wildfire lifecycle with minimal human intervention. Lattice coordinates assets across air, land, and space to detect and respond faster. The award reflects Anduril's deep experience building firefighting tech including more than two years of dedicated work with XPRIZE. During the rigorous finals test in the Alaskan wilderness, our platform autonomously detected, fought, and suppressed live fires. Destructive wildfires are a global crisis. Anduril and XPRIZE are pioneering faster, more scalable and more automated ways to fight them.
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Interesting day for $BAER after dumping yesterday (Blackstone blowing out more shares?) and growth in general having a down day today. Maybe seeing some more insider purchases?
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Orrrrr just this 😂
$BAER: When looking at distressed / deep value situations, a leveraged buyout analysis is utilized to determine the "floor value" for a company. Depending on your assumptions, an LBO for Bridger Aerospace could get done at $2-$4 and deliver great returns to a financial sponsor. I've been adding today.
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Crew-13 officially in quarantine, scheduled for early October. And then back-to-back-TO-BACK bluebird launches right after, right….? $ASTS
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