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@MediocreCapital
"Kind reminder 1: you can still buy Nexgen $NXE at a XX% discount using Mega Uranium $MGA Kind reminder 2: the discount was only XX% not so long ago In a uranium bull market I expect Nexgen to do well and I expect the discount to narrow / almost disappear"
X Link @MediocreCapital 2025-09-03T20:18Z XXX followers, XXX engagements
"Sold the other half of my $VAND position at XXXX. Funny how it outperformed $LGO over that period but both did well. Will add on a dip if we see one"
X Link @MediocreCapital 2025-10-14T17:55Z XXX followers, XXX engagements
"I had a sell order for half the position at XXXX which triggered today. Some people seem to want in on the play. Might put a new lowball bid. Illiquid vehicle but we might as well use it to our advantage. $VAND $LGO"
X Link @MediocreCapital 2025-10-10T14:37Z XXX followers, XXX engagements
"@Valarian11 @BidBird10 @rekurencja Yes largo and lpv are different entities but are connected of course. Discount widened as a result of the loan but since the mixed shelf announcement i dont see much risk in largo defaulting on the loan and the $VAND shares being sold into the market"
X Link @MediocreCapital 2025-09-18T21:43Z XXX followers, XX engagements
"In august $LGO gave it's $VAND shares as collateral in a 6month loan causing the discount to widen even further. With the recent mixed shelf announcement the risk of the loan not being paid back seems nonexistant. Rerate coming imo"
X Link @MediocreCapital 2025-09-18T20:10Z XXX followers, XXX engagements
"@TBirdV Only one more double and im back to breakeven :-)"
X Link @MediocreCapital 2025-10-12T20:00Z XXX followers, XX engagements
"If vanadium finally bottoms here and the discount shrinks $VAND will do very well. Good risk reward. Bit similar play as with mega uranium $MGA"
X Link @MediocreCapital 2025-09-18T20:13Z XXX followers, XXX engagements