Hello my dear,
What does their debt ratio actually look like? They must have an enormous capex.
I don't want to know what the investments in the data centers with Nvidia cpu's cost. And Iren probably won't have the cash flow that the big ones (Microsoft, Meta, Alphabet) have.
What does their debt ratio actually look like? They must have an enormous capex.
I don't want to know what the investments in the data centers with Nvidia cpu's cost. And Iren probably won't have the cash flow that the big ones (Microsoft, Meta, Alphabet) have.
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@Tenbagger2024 The subject of dilution and debt is a topic in its own right, which would be too time-consuming to explain. But it is not a problem. And the investments in NVIDIA chips can currently be easily serviced from the cash flow, as they run Bitcoin mining very successfully and efficiently. They also have some cash left over from their last ATM operation. In my opinion, they will not get into financial difficulties here and even if they should raise further capital in whatever form, it will be invested in the expansion and further capacities and they already have the land, power contracts, etc. They already have it.
As I said, I'm not interested in where they will be in 1-2 years but in 10 years, everything in between is just noise and the management has proven its efficiency so far in my opinion.
But that doesn't mean I won't take 30% or so out if we run ahead too fast now and get a $HOOD, $PLTR or $HIMS moment. ✌️
As I said, I'm not interested in where they will be in 1-2 years but in 10 years, everything in between is just noise and the management has proven its efficiency so far in my opinion.
But that doesn't mean I won't take 30% or so out if we run ahead too fast now and get a $HOOD, $PLTR or $HIMS moment. ✌️
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•@Tenbagger2024 Ps: I like the fact that earnings are now close to September, this could create some intrinsic strength in the stock and potential declines from a possible correction (if we see one) could lead to lower declines and a reduction in the overbuilt RSI which could allow us to continue to rally into the end of the year.
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@Tenbagger2024 P/E ratio 614, volatility 1 year 101%, corresponding dividend: 0.
The last 3 years: - 22.6% share price performance.
Earnings yield 0.16% in 2025 🙄.
Data on gearing ratio, dynamic gearing ratio and other relevant key figures: not available or not easy to find anywhere.
The share is recommended by many analysts, but all profit expectations and share price fantasies are probably already fully priced in at a P/E ratio of 614 (!). Cave.
This will certainly continue to rise: only: in the end, only the really big players win with AI: $GOOG $MSFT $AMZN and, above all, under the radar: $ASML Without them, no Chinese, Americans or Koreans will do anything. They always earn.
Incidentally, this also applies to $NEE when it comes to green electricity for AI data centers.
The last 3 years: - 22.6% share price performance.
Earnings yield 0.16% in 2025 🙄.
Data on gearing ratio, dynamic gearing ratio and other relevant key figures: not available or not easy to find anywhere.
The share is recommended by many analysts, but all profit expectations and share price fantasies are probably already fully priced in at a P/E ratio of 614 (!). Cave.
This will certainly continue to rise: only: in the end, only the really big players win with AI: $GOOG $MSFT $AMZN and, above all, under the radar: $ASML Without them, no Chinese, Americans or Koreans will do anything. They always earn.
Incidentally, this also applies to $NEE when it comes to green electricity for AI data centers.
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•@Gomerdoc
Thanks for your effort, that's why I asked, because I didn't find much about debt and free cash flow.
That always makes me a bit skeptical.
I already wrote a post about nextera last year. I found the multiples interesting. But as far as I could follow, Trump's "drill baby drill" policy has pushed the value down.
I think things might only calm down after Trump.
Thanks for your effort, that's why I asked, because I didn't find much about debt and free cash flow.
That always makes me a bit skeptical.
I already wrote a post about nextera last year. I found the multiples interesting. But as far as I could follow, Trump's "drill baby drill" policy has pushed the value down.
I think things might only calm down after Trump.
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@Tenbagger2024 Key questions: Use the momentum of the small drop to buy and take short-term profits?
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@investment_wizard_2286
It's September, statistically the weakest month. Good question what happens.
It's September, statistically the weakest month. Good question what happens.
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