MicroStrategy Incorporated (Extended hours) stock forum
MSTR Guys, take a look at when they’re buying Bitcoin every time. I don’t get why they’re not buying during Bitcoin’s cold sessions.Check it out here: treasuries.bitbo.io/microstrategy/
MSTR The truth is, it’s still not pumping after earning release 😂 They’ve got to pump it up to boost the share price, so they can drive better sales for the newly issued stock.Looks like Saylor’s not too keen on pushing that ever-increasing daily carrying cost !
MSTR is running to an issue. If they keep buying BTC and suppress stock price, investors will not support convertable bonds to buy more BTC. The stock has to go up to drive more investor interest.
MSTR Saylor doesn’t like the metaphor of a glass half full, he’d rather have it full of MSTR bagholders willingly giving up their diluted equity to institutional bond traders opting for yielding 8% SENIOR NOTES (which are the first to be paid out if the company goes to insolvent) over zero coupon bonds. Just know that the bond traders are only losing nothing and they can risk betting 8% of additional capital on options and still recover their entire initial cost of their options on top of the initial bond at maturity. Bagholders will get NOTHING except confirmation bias, chanting HODL and reposting laser eyes with a cringe edit picture of Saylor. They’ll also get evaporating equity, Blaming “FUD” MM’s and short sellers, while the bond traders leach more dilution off of the market cap of imbeciles.
MSTR FASB will not reflect in this quarters earnings. It’s in effect for Q1 2025.
MSTR expected after market $387, after earnings!!
MSTR If MSTR really wanted to unlock shareholder value, they should buy back their own stock leveraging the price accumulation from BTC from each ATM sale.Here is how: For each ATM offered, a 15% price increase in Bitcoin would trigger a repurchase of the ATM shares plus an additional 5% shares from the open market.
Their treasury would still net accumulate BTC over time, and shareholders would only temporarily be diluted until the trigger was hit and then the dilution goes away plus 5% extra shares get retired. Net BTC owned per shareholder increases with each ATM retirement and the price of MSTR goes up exponentially.
Using a 10M ATM each week and an average CAGR of BTC at 30%, 10.5M shares would begin being repurchased every week starting after 28 weeks (15% BTC price appreciation time period).
This would retire 75% of all outstanding shares in about 8 years and still more than double their BTC treasury holdings.
Here is the fun part: With 75% of shares retired, shareholders would own 0.0232 BTC per common share, up from 0.00171 BTC per share today.
If BTC price can achieve a 30% compound annual growth rate for 8 years, which many analysts predict, that would make the value of each MSTR share at the end of 8 years an incredible $37,839 per share (if the current 2:1 NAV premium holds).
There would be no need to issue debt to buy BTC and shareholders would no longer be getting diluted out of gains each week.
You're welcome.
MSTR If MSTR can’t get back above $400 and hold, then it’s not a bull market—plain and simple. The buy side really needs to step up and prove it. Otherwise, the bears are gonna have a big win after a month lol
MSTR bear bear bear look out below coming soon.
MSTR up today when BTC is down? Buyers before tomorrows earnings?