[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@mountaingoatcap](/creator/twitter/mountaingoatcap) "$PGY - Pagaya's $450M senior notes offering is a nice win and demonstrates the market is growing more confident in Pagaya's business execution. As stated in last week's Q2 prelims they're optimizing the balance sheet to slash borrowing costs. NO equity dilution. Raising this much shows market confidence in replacing pricier debt with cheaper terms. Extended maturity and better cash flow = 🚀"  [@mountaingoatcap](/creator/x/mountaingoatcap) on [X](/post/tweet/1947650257216540705) 2025-07-22 13:29:41 UTC XXX followers, 4209 engagements "$PGY - 🔥Q2 financial results look great. BUT don't miss out why they released them early. "Pagaya is making this announcement in connection with its ongoing evaluation of opportunities to proactively optimize its balance sheet and lower the cost of capital on its existing debt to drive continued growth and profitability." Balance sht optimization for a lower cost of capital and better economics from top to bottom. They are firing on all cylinders. Remember a key thesis of this investment. As FRLPC increases most of it drops to the bottom line. This is a cash flow monster in the making 🚀🚀🚀"  [@mountaingoatcap](/creator/x/mountaingoatcap) on [X](/post/tweet/1945835763582771492) 2025-07-17 13:19:32 UTC XXX followers, 4624 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@mountaingoatcap
"$PGY - Pagaya's $450M senior notes offering is a nice win and demonstrates the market is growing more confident in Pagaya's business execution. As stated in last week's Q2 prelims they're optimizing the balance sheet to slash borrowing costs. NO equity dilution. Raising this much shows market confidence in replacing pricier debt with cheaper terms. Extended maturity and better cash flow = 🚀"
@mountaingoatcap on X 2025-07-22 13:29:41 UTC XXX followers, 4209 engagements
"$PGY - 🔥Q2 financial results look great. BUT don't miss out why they released them early. "Pagaya is making this announcement in connection with its ongoing evaluation of opportunities to proactively optimize its balance sheet and lower the cost of capital on its existing debt to drive continued growth and profitability." Balance sht optimization for a lower cost of capital and better economics from top to bottom. They are firing on all cylinders. Remember a key thesis of this investment. As FRLPC increases most of it drops to the bottom line. This is a cash flow monster in the making 🚀🚀🚀" @mountaingoatcap on X 2025-07-17 13:19:32 UTC XXX followers, 4624 engagements