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Tenbagger2024@Tenbagger2024
5G
That was related to $NB2, somehow posted incorrectly 🙈😂
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immagine del profilo
All-in-or-nothing@All-in-or-nothing
5G
@Tenbagger2024 has suffered a little recently but I have added a little more in the dip. Looking back, a little too early but is now slowly recovering etwas👍🏻.
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Tenbagger2024@Tenbagger2024
5G
@All-in-or-nothing
I think we need a little patience. Will be profitable in 2027. Possibly even next year.
The analysts' forecasts look good.
What about the sale to Rumble. Are there any offers?
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immagine del profilo
All-in-or-nothing@All-in-or-nothing
5G
I honestly hope that nothing comes of the sale to Rumble. Overall, the offer was subterranean and far removed from the value of the existing assets alone, in my view. There was a loose offer, or rather an offer was once publicly discussed, but never officially submitted. The offer was linked to the sale of the BTC mining division, which is in the pipeline but not yet completed. Overall, I hope that nothing will come of it. In my view, Ardent and Taiga Cloud are the key assets for $NB2 in the future, there is real movement and real potential. Of course, they are also relying exclusively on $NVDA GPUs for their data center conversion. 6,000 units planned by next year. I like it and the investment thesis is still on track for me. Above all, infrastructure located outside the USA is great. Hence my investment in $HIVE.
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Tenbagger2024@Tenbagger2024
5G
@All-in-or-nothing
I read today that Germany is right behind the USA in terms of the number of data centers. So the milk has not yet been completely spilled. I think there is a lot of uncertainty at $NB2. Also due to theder's compartments. I also read once that theder is demanding that the mining division be divested. This is all uncertainty. Otherwise I think the share would already be somewhere else
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immagine del profilo
All-in-or-nothing@All-in-or-nothing
5G
@Tenbagger2024 Tether's influence is indeed quite annoying and, in my view, one of the main reasons for the current valuation of $NB2. The mining division is currently the only division with a positive earnings contribution and ultimately feeds the CapEx at Ardent and Taiga Cloud. Tether naturally has an interest in selling the mining division, they simply want to gild their stake damit🤷🏼‍♂️. If Ardent and Taiga were to continue as before and Tether were to keep its feet still or even publicly and offensively support the ongoing activities of $NB2 instead of pushing its own interests, the share would already be in a completely different position today. My opinion and assessment.
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Tenbagger2024@Tenbagger2024
5G
@All-in-or-nothing
Yes, I agree. The uncertainty is keeping investors away. I'll keep an eye on it. Why are things going so well today?
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immagine del profilo
All-in-or-nothing@All-in-or-nothing
5G
@Tenbagger2024 I actually don't have any current news gefunden🤷🏼‍♂️. But may of course slowly get back on track. Perhaps slowly digesting the withdrawal of the forecast last week? Would be the most obvious thing for me. Guidance has been completely withdrawn, as many currently unassessable factors are not quantifiable for the management in terms of organization and structure, it is not clear if and when something will be finalized (keyword: sale of the BTC mining division) and the results can therefore not be reliably forecast.
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Tenbagger2024@Tenbagger2024
5G
@All-in-or-nothing
I prefer to stay on the sidelines for now
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immagine del profilo
All-in-or-nothing@All-in-or-nothing
5G
@Tenbagger2024 You can definitely do that😉. As I already had a position anyway and was positive about the prospects overall, I just went back to nachgelegt👍🏻. But I understand that you can be more cautious than I was here due to the overall circumstances.
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immagine del profilo
All-in-or-nothing@All-in-or-nothing
5G
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