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@ljp0101
"@stoked_on_waves You can also look at it as the BoD only being willing to do this deal if they could be rid of ADAR1 as well so not advancing this theory strongly"
X Link @ljp0101 2025-10-15T16:59Z 1024 followers, XX engagements
"@stoked_on_waves @ToffCap They bought some PJM combined cycle gas plants for 1300/kW recently"
X Link @ljp0101 2025-10-15T18:21Z 1024 followers, XX engagements
"@TopadoDuran @briangobosox @Dustytwelve @Citrini7 Rare earths recycling is likely to scale faster and is more politically palatable IMO. Lynas might be able to do something like double their primary production in a few years. MP are SPAC grifters with econ degrees so don't think anyone should be confident in their delivery"
X Link @ljp0101 2025-10-12T12:35Z 1024 followers, XX engagements
"@stoked_on_waves ADAR1 ran an usual proxy campaign and didn't propose its own directors which consistent with the idea that greenmail-but-not-for-tax-purposes was an outcome contemplated in advance"
X Link @ljp0101 2025-10-15T16:55Z 1024 followers, XXX engagements
"@stoked_on_waves Funniest part is Tang got bagged although he should have made decent money on the trade"
X Link @ljp0101 2025-10-15T17:00Z 1024 followers, XX engagements