KohaShui
commented on
$Metaplanet (3350.JP)$
Selling 1 Metaplannet Bitcoin as a shareholding for 1.1 billion yen.
Selling 1 MicroStrategy Bitcoin as a shareholding for 30 million yen.
Selling 1 Bitcoin as a physical shareholding for 15 million yen.
This is because it becomes difficult to correlate with the rise of Bitcoin and becomes highly correlated with the fall.
MicroStrategy is priced at $200, Lannett Co Inc is priced at 500 yen. Based on the number of Bitcoin shares held, this area is gradually converging towards a fair value,
By the way, expectations for the future price of Bitcoin are completely off the mark. In that case, instead of overpaying for Metaparna and MicroStrategy, it is better to buy the cheapest Bitcoin, making it an easy decision.
It is inevitable that these stocks will experience a major crash when reality disappears.
Selling 1 Metaplannet Bitcoin as a shareholding for 1.1 billion yen.
Selling 1 MicroStrategy Bitcoin as a shareholding for 30 million yen.
Selling 1 Bitcoin as a physical shareholding for 15 million yen.
This is because it becomes difficult to correlate with the rise of Bitcoin and becomes highly correlated with the fall.
MicroStrategy is priced at $200, Lannett Co Inc is priced at 500 yen. Based on the number of Bitcoin shares held, this area is gradually converging towards a fair value,
By the way, expectations for the future price of Bitcoin are completely off the mark. In that case, instead of overpaying for Metaparna and MicroStrategy, it is better to buy the cheapest Bitcoin, making it an easy decision.
It is inevitable that these stocks will experience a major crash when reality disappears.
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KohaShui
commented on
$Metaplanet (3350.JP)$
IR has been released. I will explain it.
First, we have summarized the IR content, followed by detailed thoughts and opinions.
5th Issuance of Ordinary Corporate BondsasTotal amount of 5 billion yenannounced the issuance of bonds. These bonds are allocated to EVO FUND, and the funds are intended for the purchase of Bitcoin.
Details of the issue
•Total bond amount5 billion yen.
•Amount of each corporate bond.0.25 billion yen.
•Interest rateNo interest:
•Payment due dateDecember 20, 2024:
•Maturity dateScheduled for June 16, 2025.
This corporate bond is not secured or guaranteed, and the full amount is allocated to EVO Fund.
資金使途
The 5 billion yen to be raised this time was announced on November 28, 2024.12th new share subscription rightsSimilar to the use of funds raised byビットコインの購入it is planned to allocate for Lannett Co Inc. The redemption funds for corporate bonds are planned to be secured with the funds obtained through the exercise of these new stock subscription rights.
Outlook for the future.
The impact of this bond issuance on the performance for the fiscal year ending December 2024 is expected to be minimal, but if any effects are identified in the future, they will be promptly disclosed...
IR has been released. I will explain it.
First, we have summarized the IR content, followed by detailed thoughts and opinions.
5th Issuance of Ordinary Corporate BondsasTotal amount of 5 billion yenannounced the issuance of bonds. These bonds are allocated to EVO FUND, and the funds are intended for the purchase of Bitcoin.
Details of the issue
•Total bond amount5 billion yen.
•Amount of each corporate bond.0.25 billion yen.
•Interest rateNo interest:
•Payment due dateDecember 20, 2024:
•Maturity dateScheduled for June 16, 2025.
This corporate bond is not secured or guaranteed, and the full amount is allocated to EVO Fund.
資金使途
The 5 billion yen to be raised this time was announced on November 28, 2024.12th new share subscription rightsSimilar to the use of funds raised byビットコインの購入it is planned to allocate for Lannett Co Inc. The redemption funds for corporate bonds are planned to be secured with the funds obtained through the exercise of these new stock subscription rights.
Outlook for the future.
The impact of this bond issuance on the performance for the fiscal year ending December 2024 is expected to be minimal, but if any effects are identified in the future, they will be promptly disclosed...
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KohaShui
commented on
$Metaplanet (3350.JP)$
The release of the IR allowed me to have funds to purchase additional Bitcoin!
If there is a next Shareholder's Meeting, I think there will be a split into halves or tenths.
Assuming the stock price rises to 10,000 yen, it would require 1,000,000 yen to buy 100 shares, making it difficult for individuals.
Even if new shares are issued, the purchase funds are heavy compared to the denominator.
Since the New NISA framework is strict, if it is early, divide it into 5,000 yen, if it is late, divide it into 10,000 yen, otherwise alchemy cannot be used.![]()
The release of the IR allowed me to have funds to purchase additional Bitcoin!
If there is a next Shareholder's Meeting, I think there will be a split into halves or tenths.
Assuming the stock price rises to 10,000 yen, it would require 1,000,000 yen to buy 100 shares, making it difficult for individuals.
Even if new shares are issued, the purchase funds are heavy compared to the denominator.
Since the New NISA framework is strict, if it is early, divide it into 5,000 yen, if it is late, divide it into 10,000 yen, otherwise alchemy cannot be used.
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KohaShui
commented on
$Metaplanet (3350.JP)$
IR has been released. We will provide an explanation.
1. Regarding the issuance of the 4th regular corporate bond
•Total amount of corporate bonds issued: 4.5 billion yen (4,500,000,000 yen)
•Bond underwriter: EVO Fund
•Payment due date：December 17, 2024
•Redemption date：June 16, 2025 (Projected)
•Interest rate：No interest is accrued (Zero coupon)
•CollateralGuarantee: None
•Use of funds: The funds raised will be allocated to "Bitcoin purchase".
2. Future corporate bond issuance plan.
• In addition to the 4.5 billion yen corporate bond issuance this time, in the future,up to a maximum of 5 billion yen (5,000,000,000 yen)ordinary corporate bonds (private placement bonds) are planned to be issued to EVO FUND.
• It is indicated that there is a possibility of issuing in multiple installments.
Assume that the interest rates and other conditions are similar to those of this corporate bond.
3. Securing redemption funds
Redemption funds are "12th new share subscription rightsThe plan is to cover it with funds from the exercise of Roku Inc.
•Warrants for new sharesWhen exercised, funds will flow into Metaplanet, which will be used to redeem corporate bonds.
4 Impact on performance
The impact on the consolidated performance for the period ending December 2024is expected to be minor.QITABANKUAI
If there is any future impact on performance, it will be promptly disclosed...
IR has been released. We will provide an explanation.
1. Regarding the issuance of the 4th regular corporate bond
•Total amount of corporate bonds issued: 4.5 billion yen (4,500,000,000 yen)
•Bond underwriter: EVO Fund
•Payment due date：December 17, 2024
•Redemption date：June 16, 2025 (Projected)
•Interest rate：No interest is accrued (Zero coupon)
•CollateralGuarantee: None
•Use of funds: The funds raised will be allocated to "Bitcoin purchase".
2. Future corporate bond issuance plan.
• In addition to the 4.5 billion yen corporate bond issuance this time, in the future,up to a maximum of 5 billion yen (5,000,000,000 yen)ordinary corporate bonds (private placement bonds) are planned to be issued to EVO FUND.
• It is indicated that there is a possibility of issuing in multiple installments.
Assume that the interest rates and other conditions are similar to those of this corporate bond.
3. Securing redemption funds
Redemption funds are "12th new share subscription rightsThe plan is to cover it with funds from the exercise of Roku Inc.
•Warrants for new sharesWhen exercised, funds will flow into Metaplanet, which will be used to redeem corporate bonds.
4 Impact on performance
The impact on the consolidated performance for the period ending December 2024is expected to be minor.QITABANKUAI
If there is any future impact on performance, it will be promptly disclosed...
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KohaShui
commented on
Is it safe to say that the policy of not allocating all the funds obtained from EVO to purchase BTC as planned led to selling pressure?
It seems to be ending with a profit for now, which is reassuring.
It seems to be ending with a profit for now, which is reassuring.
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KohaShui
liked
$GFA (8783.JP)$ The stock price is hitting the ceiling today! I wonder what will happen tomorrow? Exciting 🌙
At the moment, it's all confusing. It feels like the destructive power of meme coins, like investing in meme coins and getting skyrocketing evaluations, is a joke unique to the crypto boom 😂
At the moment, it's all confusing. It feels like the destructive power of meme coins, like investing in meme coins and getting skyrocketing evaluations, is a joke unique to the crypto boom 😂
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KohaShui
commented on
$Metaplanet (3350.JP)$
Is there anyone who knows the exact Bitcoin shareholding of Metaplannet at the moment?
Is there anyone who knows the exact Bitcoin shareholding of Metaplannet at the moment?
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KohaShui
commented on
I vaguely heard that if quantum computers were to be developed, Bitcoin's Blockchain Technology encryption could be decrypted. With Bitcoin's continuous rise, does that mean the issue has been resolved?
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KohaShui
reacted to
$MicroStrategy (MSTR.US)$ Congratulations to holders of MSTR and PLTR on being adopted into the Nasdaq 100 Index 🎊 Unfortunately, it was disappointing for SMCI.
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![[loading]](data:image/svg+xml;base64,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)
KohaShui : Let's look at the Bitcoin yield.
Once again. The important indicator is the Bitcoin yield.