[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 17:01:48 UTC $DTST I don’t see the tender offer coming in below $6/share. Let’s break it down: 1️⃣ They’re selling CloudFirst for $40M. Around $1.5M goes into escrow, and assuming most of it is taxable (given it was built in-house), they’ll likely pay XX% in taxes -> Net cash from the deal: $30M 2️⃣ DTST already has ~$10M in net cash. So post-transaction, they’ll sit on ~$40M in total cash. 3️⃣ I don’t expect them to use all of it in the tender, but with Nexxis being a much smaller, they’ll probably use more than the proceeds from the sale. Let’s assume they allocate $35M, keeping $5M on hand. Seems fair! 4️⃣ There are 7.1M shares outstanding. XX% = ~5.3M shares. 5️⃣ If $35M is used to repurchase 5.3M shares -> that’s ~$6.60/share. Given that tenders usually carry a premium to market for investor participation, anything below $X would make little sense. I bought today around $4.31~$4.35, so the upside could 50%+ from there. 🚨 Risk: The transaction and tender must be approved at the Sep 2025 shareholder meeting. If it doesn’t go through price will drop. However, I don’t expect the stock to return to pre-announcement levels. the value of CloudFirst is now visible and unlocked. XXXXX engagements  **Related Topics** [$10m](/topic/$10m) [$30m](/topic/$30m) [$15m](/topic/$15m) [$40m](/topic/$40m) [$6share](/topic/$6share) [$dtst](/topic/$dtst) [pablo](/topic/pablo) [Post Link](https://x.com/jpmontero88/status/1945529308669173836)
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Juan Pablo Montero @jpmontero88 on x XXX followers
Created: 2025-07-16 17:01:48 UTC
$DTST I don’t see the tender offer coming in below $6/share. Let’s break it down:
1️⃣ They’re selling CloudFirst for $40M. Around $1.5M goes into escrow, and assuming most of it is taxable (given it was built in-house), they’ll likely pay XX% in taxes -> Net cash from the deal: $30M
2️⃣ DTST already has ~$10M in net cash. So post-transaction, they’ll sit on ~$40M in total cash.
3️⃣ I don’t expect them to use all of it in the tender, but with Nexxis being a much smaller, they’ll probably use more than the proceeds from the sale. Let’s assume they allocate $35M, keeping $5M on hand. Seems fair!
4️⃣ There are 7.1M shares outstanding. XX% = ~5.3M shares.
5️⃣ If $35M is used to repurchase 5.3M shares -> that’s ~$6.60/share.
Given that tenders usually carry a premium to market for investor participation, anything below $X would make little sense.
I bought today around $4.31~$4.35, so the upside could 50%+ from there.
🚨 Risk: The transaction and tender must be approved at the Sep 2025 shareholder meeting. If it doesn’t go through price will drop. However, I don’t expect the stock to return to pre-announcement levels. the value of CloudFirst is now visible and unlocked.
XXXXX engagements
