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Eric Bischoff is calling out the recent Brock Lesnar return as completely BIZARRE. He insists the raw emotion we saw from The Beast at WrestleMania was 100% GENUINE because Brock is an athlete, not an actor. Bischoff believes this comeback reeks of a panicked, reactionary pivot rather than a...

34,725 次观看 • 1 个月前 •via X (Twitter)

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$ONDS ERIC BROCK ON THE $1B CAPITAL RAISE: THE WARRANT HOLDER CAN HEDGE, BUT HE’S MUCH BETTER OFF WHEN THE STOCK IS IN THE $30s 👀💸🚨 Eric Brock shared his insights on the $1B offering that Ondas closed in January, and specifically touched on the warrant holder’s position 🤔 We are all aware by now that the elevated short interest in $ONDS is at least partially tied to the $1B investor from January’s capital raise and their large warrant position. Eric Brock subtly acknowledged this in The Zero Hour Group’s most recent interview. “He can hedge, but fundamentally, he is much better off when we get the stock into the 30s. That's what I wake up every day focused on myself.” Remember: The investor came in at $16.45, 17.5% above market, and holds 121 million warrants at a $28 strike. Shorting the underlying shares to manage that huge long position is textbook, but as catalysts accumulate and the probability of those warrants expiring in-the-money increases, the hedge becomes less necessary. That's when it starts coming off. Brock said this investor has been around a long time, knows the company well, and believes those warrants are going to be worth something. That's not a fund taking a risky bet on a small-cap raise, it’s more like someone who has watched this company's trajectory long enough to underwrite a $28 strike with conviction. He didn't negotiate the structure down, he took it because he's done the work (just like we have). The 120% guidance raise, the core business growth, the M&A program, and the structural tailwinds… each one shifts the market's expectation of where this stock is going and reprices those warrants accordingly. Brock isn't in a hurry because he doesn't need to be. The plan is already executing and the structure was built for the 30s. Full exercise adds roughly $3.4B in potential gross proceeds, but that only happens if this stock stays well above $28 long enough for it to make sense. That's the bar the structure was built around, and this investor signed up for it knowingly. The short interest and the upside case are actually the same trade.

Sleuth 🔎

31,777 次观看 • 3 个月前