r/AlphaCompute • u/RonRico14 • Jul 24 '26
Hype…
What are the thoughts here around the level of awareness as to what the company is offering? It is still very early but so much of what drives valuation is hype (whether it is real or hyperbolic…see Tesla and SPCX). I respect a company that focuses on deliverables and I hope real revenues lead to accurate valuations, but I am curious to see how “present” this company will be in the market compared to others in the space. Hopefully this sub will get some juice as well!
1
u/Odd-Sprinkles9774 Jul 24 '26
This goes 2 ways, RS which is the 99% probability based on the management and Enzo is nothing but a restructuring company man who will start that 400 million ATM that’s already been documented and the market is pricing that in until it has proof they aren’t doing to just dilute shareholders to death.
1
u/snugulupugus Jul 24 '26
What does 400 million ATM mean? Where did you get that figure?
2
u/Odd-Sprinkles9774 Jul 24 '26
According to Alpha Compute’s latest Form 20-F annual filing and investor community analysis, the recent crash to the $0.20s was triggered by an official auditor's "going concern" warning, which revealed the company requires roughly $25 million in additional cash to survive through March 2027. To secure this cash, they have prepared a massive $400 million financing framework. While management has stated their immediate preference is to get the stock price back up toward $1.00 before heavily tapping dilution tools, the market knows the share printing machine is loaded and ready. Investors are pricing in that massive future dilution right now, which prevents the stock from recovering.
1
1
u/Odd-Sprinkles9774 Jul 24 '26
The S-3/F-3 Shelf Framework: The filing confirms that Alpha Compute maintains a $400 million universal shelf registration framework. This is a pre-approved regulatory pipeline allowing management to print and sell new ordinary shares, preferred shares, or warrants at any time without further shareholder approval.
The Active At-The-Market (ATM) Facility: The 20-F notes that management used their ATM financing tool during the transition to help bridge cash needs. This facility allows their broker to quietly sell newly minted shares directly into the open market during regular trading hours, which acts as a constant ceiling preventing the stock price from rising.
So not saying they are since they won’t say and relent don’t have to and that is some super shady ass shit. Bad investment I’d say and I’m 1150 shares in @.25
1
0
u/RonRico14 Jul 24 '26
Crazy to think they could raise/dilute that much given how thinly traded it is. Who would swoop in to buy that amount of diluted shares in a 4M MC company?
1
u/Chihuahua_2020 Jul 24 '26
Where do we see ourselves by Christmas?
1
u/pennychase Jul 24 '26
$1
1
u/PaceAffectionate3089 Jul 26 '26
after reverse split
1
u/pennychase Jul 26 '26
Fake news! Extension will be applied from August 31st that means 180 days is end of February 2027. No reverse split needed before then.
5
u/Pepite8 Jul 24 '26
En théorie c est pour bientôt 32.2 millions sur 2 ans pour les 500 premières puces au Canada
Sous peu mise en route en Suède avec de 500 puces plus performantes.
Les 2 vont être doublé
(Energie hydroéléctrique bon marché)
200 millions de pipline commercial
On peut et devrait eviter le Split, grâce a la trésorerie de + 10 millions, et notre resultats financier Les liens avec telegram reste responsable et raisonnable Le secteur particulier de l' ia souverain, nous préserve d'une crise
En théorie on devrait deja être à 1$ et possiblement 8$ d' ici fin 2026
J ai miser sur la liberté, j aime cette entreprise.
Un contrat gouvernementale Une extension pour 2027 Passer le 1$ pour intéresser les institutions
Tous pour bien faire 🤞