$AMC Entertainment(AMC)$More than 80% of AMC shares are held by a broad base of retail investors with an average holding of around 120 shares. Keep it going! 

$AMC Entertainment(AMC)$ Private equity group Silver Lake just converted all USD 600m of AMC's 2.95% convertible senior secured notes due 2026 into new shares. About 44.4m new AMC shares were issued at a conversion price of USD 13.51. This means that USD 13.51 will become a baseline for the valuation of the company's shares.

$GameStop(GME)$investors have to stop and realise what they are paying for. Assuming a USD 300 share price, the implied market cap is about USD 20.9bn. This is 104x the company’s operating cash flow for the last 12 months. This means you need 104 years of operating cash flow to get back your investment.

$KE Holdings Inc.(BEKE)$Keep buying… come on. Buy more :)

$MP Materials Corp.(MP)$What’s the bull and bear case for this rare earths producer?Let’s start with the bull case. MP owns the Mountain Pass mine in California, said to be the largest source of rare earth outside of China. Various sources state it accounts for about 15% of the world’s reserves.Rare earths which comprises 17 elements in the periodic table, are typically used for the manufacture of weapons, smart-phone batteries, and the magnet in EV motors. The bulls believe demand driven by the rise of EVs will cause a supply squeeze. In addition, China recently announced some potential export restrictions.Bear case. The mine is old and has been around since the 1950s. Its previous owner Molycorp filed for bankruptcy in 2015. Its h

$Diginex Limited(EQOS)$Rest in peace 

$AMC Entertainment(AMC)$ To the moon !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

$Diginex Limited(EQOS)$https://www.bloomberg.com/news/articles/2022-04-11/crypto-oligopoly-imminent-as-top-exchanges-grab-96-market-share Crypto oligopoly imminent 

$Diginex Limited(EQOS)$Anyone read the short seller report on this one?

$AMC Entertainment(AMC)$ Action seems to have shifted to Clover Health!!!

$KE Holdings Inc.(BEKE)$Time to come back to earth

$KE Holdings Inc.(BEKE)$Come come

$Lilium N.V.(LILM)$Oh. No conforming aircraft. 

$Lilium N.V.(LILM)$Short report on Lilium

$Microvision(MVIS)$Management releases a presentation on 3 Jan, states the company will use the same presentation for the quarter ended March 2022. Hmm.

$Eos Energy Enterprises Inc.(EOSE)$ just announced it will issue $100m in convertible bonds to Koch Strategic Platforms. Under the terms of this deal, the notes have an initial conversion price of $20, and are subject to usual anti-dilution provisions. This means there is the possibility the conversion price will be tweaked, and Koch can choose to convert all of its debt to shares of the company, with little to no loss on its initial investment. Seems as if it will be a similar situation like Silverlake and AMC.

$Arcimoto, Inc.(FUV)$ Shortseller Bonitas Research just released a report, claiming fake pre-orders , safety issues with vehicles, and its largest customer is a related party.

$Eos Energy Enterprises Inc.(EOSE)$ Iceberg Research published a shortseller report on 14 January. The report alleges: EOSE's customers lack commercial substance The company's zinc-battery technology cannot compare with mainstream lithium-ion battery storage technology Even though the company has been around for 12 years, it has been unable to commercialise its product. Iceberg believes that EOSE's equity is only worth its net assets ~USD 144m.Sell-side analysts have called the report rubbish. They believe the business opportunity for EOSE is huge because of the US's push into green energy alternatives. Analysts also believe Iceberg has not accounted for the affordability of zinc-batteries over lithium-ion batteries.

$Hyzon Motors Inc.(HYZN)$Come back boys... behave like the shitco you should be.