$Metaplanet (3350.JP)$
The IR has been released. I will explain it.
I'm sorry if there was a mistake. If you point it out in the comments, I will correct it immediately.
Below, I will organize and describe the complex key points of the IR content.Afterwards, I will summarize the important points briefly.
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MetaPlanet Co., Ltd. announces fundraising through the issuance of new share subscription rights.
MetaPlanet Co., Ltd. is It has been decided to issue the 12th new stock subscription rights through a third-party allocation of shares scheme with EVO FUND as the planned allocation destination.With this scheme,a maximum of about 9.5 billion yen fundraisingis expected. The funds are mainly intended forthe purchase of bitcoin.It is.
Details of IR content
1. Overview of new share subscription rights
Issuance details:
Number of shares issued: 29,000units (100 common shares per unit)
Number of exercisable potential shares: maximum2,900,000shares.
• Lower exercise price: 1,500yen.
• Initial exercise price: 3,288yen.
Exercise period:
•2024December 17, 2023 - June 16, 2025。
2. Setting and modification of exercise prices
•Initial exercise price: 3...

$Metaplanet (3350.JP)$
I will provide an explanation as an IR was released at noon.
Announcement of adoption of Amplify Transformational Data Sharing ETF (BLOK).
Metaplanet is Announced that it has been adopted by Amplify Transformational Data Sharing ETF (BLOK).
BLOK is an ETF composed of 53 of the world's leading companies engaged in the development and use of blockchain technology.MicroStrategy, Robinhood, Nvidia, SBI Holdingsand other prominent companies are included.
BLOK is managed by Amplify ETFs.It is an actively managed ETF.Selecting companies leading the innovation of blockchain technology and adopting an investment strategy that emphasizes flexibility and rapid market response.BLOK, with a net asset value exceeding $930 million.is one of the ETFs in the blockchain investment field attracting attention.
Metaplannet's estimated initial weight in BLOK is about 2.9%.It is estimated to have an initial weight of about 2.9%.in BLOK.

$Metaplanet (3350.JP)$
It was about 50 billion yen in market capitalization until last week, but now it has exceeded 90 billion yen...? Why??

$Metaplanet (3350.JP)$
The key point of this week is whether it can reach $100,000.
If it seems to fall below $95,000, it is advisable to be prepared for a period of adjustment.
If Bitcoin requires adjustment, it is advisable to be prepared for Meta Plaza to drop significantly until the new stock IR comes.

$Metaplanet (3350.JP)$
The morning IR has been released, so I will explain it.
1.Announcement of formal agreement
Metaplanet signed a memorandum of understanding (MOU) with Bitcoin Magazine in July 2024, and a formal exclusive operating license contract was signed on November 19th, securing the exclusive operating rights of "Bitcoin Magazine Japan".As a result, it officially acquired the rights to operate the media platform "Bitcoin Magazine Japan" in Japan to provide Bitcoin-related information, education, and community formation.
Metaplanet signed a memorandum of understanding (MOU) with Bitcoin Magazine in July 2024, and a formal exclusive operating license contract was signed on November 19th, securing the exclusive operating rights of "Bitcoin Magazine Japan".As a result, it officially acquired the rights to operate the media platform "Bitcoin Magazine Japan" in Japan to provide Bitcoin-related information, education, and community formation.。
2.Purpose and significance
• Through "Bitcoin Magazine Japan"aim to be the source of information and education center for bitcoin in Japan。
•Providing news, analysis, and educational content about bitcoin as Japan plays an important role in international finance.
•Promoting the entry of individuals and companies into the bitcoin ecosystem,aiming to be a pioneer in integrating bitcoin as a company.。
3.Future plans
•Scheduled for full deployment in the first quarter of the fiscal year ending December 2025.
• Editing, content creation, and other related tasks.

$Metaplanet (3350.JP)$
I will continue to provide IR commentary as usual.
[Conclusion]
As of September 30, Bitcoin was recognized at the valuation loss at that time in the financial statements.
Revenue for the period from January to September 2024 was 0.25 billion yen (An increase of 46.3% compared to the same period of the previous year)
Quarterly net profit: -321 million yen (An improvement from -415 million yen of the same period of the previous year)
Net profit per share: -21.00 yen
【At the end of the third quarter of 2024.】
• Net assets: 7.8 billion yen (1.6 billion yen in the previous year).
• Net assets: 5.5 billion yen
• Equity ratio: 67.2%
• Dividends: 0 yen
Bitcoin holdings:
As of September 30th: 492.82 BTC, unrealized gains are-0.1 billion assets 244010,000 yen
As of 11/13, 1,018 BTC, net profit is4.2 billion 40 millionto.
This unrealized gain of 4.2 billion yen will be included in the next financial statement.
It is not included in this financial statement.
【Personal impressions.】
In the financial results IR, Bitcoin was recognized as an unrealized loss, but in the announcement regarding the recognition of non-operating expenses, it is clearly stated that as of nowThere is a notification that it is a 4.2 billion unrealized gain.
...will now continue with the IR explanation as usual.

$Metaplanet (3350.JP)$
Do those who are being criticized for dilution understand that the funds raised are being used to purchase Bitcoin?
It is important for those who have adopted BTC yield to understand why.
Insufficient study can become a trigger for losing future assets.
Those who carefully read the IR every time should understand that the capital increase itself is part of Metaplanet's global strategy.
We will continue to conduct capital increases in the future. Each time this happens, dilution occurs. Can the same be said for microstrategy? Without increasing the number of Bitcoin holdings, there will be no correlation with stock prices, and expansion of new businesses will also not be possible.
I am curious and cannot help it. Why do you dislike capital increases and dislike dilution? I think it would be better to study properly.
$Metaplanet (3350.JP)$

$Metaplanet (3350.JP)$
On October 25th, it was announced that bitcoin yields would be adopted. The increase in bitcoin yields and the number of shares issuedhave a close relationship.This time, I would like to explain about that.
First, I will explain about bitcoin yields, then delve into the close relationship. Finally, for beginners and those who are not familiar with the terminology, I have summarized it in easy-to-understand language, so if you are not good at difficult conversations, please take a look there.
The 'BTC Yield' adopted by Metaplanet is a new indicator to evaluate the company's bitcoin shareholding strategy.It is a new indicator to evaluate the results.
①What is BTC Yield?
BTC yield is an indicator that measures the percentage change in the total amount of bitcoin holdings of a company.Fully diluted outstanding sharesThe indicator measures the rate of change in the ratio of the total amount of bitcoin holdings of a company to the fully diluted outstanding shares over time. This allows evaluating how much bitcoin investment contributes to shareholder value.
Benefits of adopting BTC yield
By adopting the BTC yield, companies can enhance transparency in bitcoin investments and clearly demonstrate the investment effects to shareholders. In addition, for bitcoin asset strategies...On 10/25, they announced the adoption of BTC yield. There is a close relationship between BTC yield and the increase in the number of shares issued.

$Metaplanet (3350.JP)$
Metaplanet Co., Ltd. IR Report Details (Announced on November 11, 2024)
1. Proposal regarding partial amendment of the Articles of Incorporation
Metaplannett co inc has decided to increase the total number of shares that can be issued in order to accommodate future fundraising and purchase of bitcoin. The decision to increase this time is based on reasons such as follows.
→【Increase in total number of shares that can be issued】
The current total number of issued shares is36.27 million8334 sharesSo, the total number of shares issuable is65 million sharesbut more than half of the issuance limit has already been used. In order to flexibly implement future capital policies, the total number of shares issuable has been set at0.145 billionten thousand shares. This is a figure close to about four times the statutory limit of issued sharesnear the statutory limit of approximately four times the issued shares.That's it.
→【Relationship with bitcoin strategy】
Lannett Co Inc positions Bitcoin as an important investment opportunity for the future,considering additional purchases.The increase in the total number of shares that can be issued is in line with thisBitcoin strategy.lannett co inc aims to achieve rapid and effective capital investment.
2. Proposal regarding the reduction of capital amount and disposal of surplus.
Metaplanet is planning to reduce its capital amount, ...