[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.]  Juan Pablo Montero [@jpmontero88](/creator/twitter/jpmontero88) on x XXX followers Created: 2025-07-16 05:21:24 UTC $DTST big news from the company yeasterday after-hours! ❌ To be honest, I’m a bit frustrated with myself for being out of the position (I was planning to re-enter in Q4 on potential EU expansion news)… ✅ But I’m genuinely proud that the thesis is finally playing out, FirstCloud’s value is being unlocked. Congrats to the ones that hold! 🤷🏻♂️ Is there still room for upside? Here’s what we know (if the deal is approved): 🖊️ They will receive $40M in cash, minus ~$1.5M in expenses -> net proceeds of ~$38.5M 🖊️ The company intends to launch a tender offer for up to XX% of outstanding shares 🖊️ After-hours market cap jumped to ~$35M (+46%), and prior to the transaction, DTST already held ~$10M in net cash 🖊️ Nexxis will be the only remaining business So, at the current after-hours price, we’re looking at a company with a market cap of ~$35M and ~$48M in net cash. 🚨 In other words: they’re giving us Nexxis (plus the corporate shell), and paying us $13M to take it! That raises the key question: how bad would Nexxis have to be to justify this disconnect? Here’s what we know about Nexxis: 🧠 It’s a SaaS platform for hospitals, helping automate billing and integrate internal systems 📈 ~$1.2M in annual revenue, growing ~10% YoY 💰 ~40%+ gross margin ⚖️ Operating at break-even EBIT However, the corporate structure burns ~$2.5M annually, a burden this small business clearly can’t absorb. That said, I believe this drag will be reduced, as a restructuring should follow the FirstCloud sale. It makes both strategic and financial sense. ❓So… this time I’ll stop here and let you decide whether there’s still arbitrage value left on the table! XXXXX engagements  **Related Topics** [$11m](/topic/$11m) [stocks](/topic/stocks) [$40m](/topic/$40m) [playing](/topic/playing) [$dtst](/topic/$dtst) [pablo](/topic/pablo) [Post Link](https://x.com/jpmontero88/status/1945353048269709700)
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Juan Pablo Montero @jpmontero88 on x XXX followers
Created: 2025-07-16 05:21:24 UTC
$DTST big news from the company yeasterday after-hours!
❌ To be honest, I’m a bit frustrated with myself for being out of the position (I was planning to re-enter in Q4 on potential EU expansion news)… ✅ But I’m genuinely proud that the thesis is finally playing out, FirstCloud’s value is being unlocked. Congrats to the ones that hold!
🤷🏻♂️ Is there still room for upside? Here’s what we know (if the deal is approved): 🖊️ They will receive $40M in cash, minus ~$1.5M in expenses -> net proceeds of ~$38.5M 🖊️ The company intends to launch a tender offer for up to XX% of outstanding shares 🖊️ After-hours market cap jumped to ~$35M (+46%), and prior to the transaction, DTST already held ~$10M in net cash 🖊️ Nexxis will be the only remaining business
So, at the current after-hours price, we’re looking at a company with a market cap of ~$35M and ~$48M in net cash.
🚨 In other words: they’re giving us Nexxis (plus the corporate shell), and paying us $13M to take it!
That raises the key question: how bad would Nexxis have to be to justify this disconnect?
Here’s what we know about Nexxis: 🧠 It’s a SaaS platform for hospitals, helping automate billing and integrate internal systems 📈 ~$1.2M in annual revenue, growing ~10% YoY 💰 ~40%+ gross margin ⚖️ Operating at break-even EBIT
However, the corporate structure burns ~$2.5M annually, a burden this small business clearly can’t absorb. That said, I believe this drag will be reduced, as a restructuring should follow the FirstCloud sale. It makes both strategic and financial sense.
❓So… this time I’ll stop here and let you decide whether there’s still arbitrage value left on the table!
XXXXX engagements
