[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.] [$200mm](/topic/$200mm) ### Top Social Posts *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "mistyped above. The "$200MM new senior secured oil" shouldn't be "oil".that's the new X% Convertible 2nd Lien Secured PIK Toggles. (technically $209MM as Steerco got add'l debt).this is the fulcrum security if $BYND can't make it thru. Which means likely most original convert holders shorted the shit out of it to protect the bond floor" [X Link](https://x.com/srg444/status/1979909424648011781) [@srg444](/creator/x/srg444) 2025-10-19T13:56Z 2921 followers, XXX engagements "Have since revised my thoughts on $bynd after digging into filings this wkd. Cash is higher (atm + $100mm loan converted)and the biggest revelation is on the $200mm new senior secured oil toggle convert (struck at $.97) which provides all the needed optionality for the original $1.14BN convert. The 319mm shares given to convert holders is simply the bond floor and all done very publicly at $2.85/sharelikely encouraging massive equity short to lock in basis which is why short interest went from XX% pre deal to well over XX% of float in short period of time. Cant confirm but short interest" [X Link](https://x.com/srg444/status/1979906673113243664) [@srg444](/creator/x/srg444) 2025-10-19T13:45Z 2921 followers, 2631 engagements "@SCORPIONXASTRO @itsohsotay @taylorswift13 Those sources don't factor in the recent valuation of Garage Beer at $200MM or the Wondery deal ($100MM). Add his piece of Cholula ($800MM exit) Hydrow ($300MM val) and other holdings and endorsements and you get there. He'll make several times that off the field once he retires" [X Link](https://x.com/PhilCassens/status/1979554511846092822) [@PhilCassens](/creator/x/PhilCassens) 2025-10-18T14:25Z XXX followers, XXX engagements "@real_MikeBarnes At $4300 Fenix will conservatively generate US$200MM pa meaning in phase X the stock trades at 5x future FCF. In phase X (will happen) it trades 2x. Compare this with 10-15x for the majors so yeah $RIO.TO is cheap" [X Link](https://x.com/ClaudeVincent/status/1978948206252744947) [@ClaudeVincent](/creator/x/ClaudeVincent) 2025-10-16T22:16Z XXX followers, XXX 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.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"mistyped above. The "$200MM new senior secured oil" shouldn't be "oil".that's the new X% Convertible 2nd Lien Secured PIK Toggles. (technically $209MM as Steerco got add'l debt).this is the fulcrum security if $BYND can't make it thru. Which means likely most original convert holders shorted the shit out of it to protect the bond floor"
X Link @srg444 2025-10-19T13:56Z 2921 followers, XXX engagements
"Have since revised my thoughts on $bynd after digging into filings this wkd. Cash is higher (atm + $100mm loan converted)and the biggest revelation is on the $200mm new senior secured oil toggle convert (struck at $.97) which provides all the needed optionality for the original $1.14BN convert. The 319mm shares given to convert holders is simply the bond floor and all done very publicly at $2.85/sharelikely encouraging massive equity short to lock in basis which is why short interest went from XX% pre deal to well over XX% of float in short period of time. Cant confirm but short interest"
X Link @srg444 2025-10-19T13:45Z 2921 followers, 2631 engagements
"@SCORPIONXASTRO @itsohsotay @taylorswift13 Those sources don't factor in the recent valuation of Garage Beer at $200MM or the Wondery deal ($100MM). Add his piece of Cholula ($800MM exit) Hydrow ($300MM val) and other holdings and endorsements and you get there. He'll make several times that off the field once he retires"
X Link @PhilCassens 2025-10-18T14:25Z XXX followers, XXX engagements
"@real_MikeBarnes At $4300 Fenix will conservatively generate US$200MM pa meaning in phase X the stock trades at 5x future FCF. In phase X (will happen) it trades 2x. Compare this with 10-15x for the majors so yeah $RIO.TO is cheap"
X Link @ClaudeVincent 2025-10-16T22:16Z XXX followers, XXX engagements
/topic/$200mm/posts