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macrocephalopod's profile
macrocephalopod
macrocephalopod
macrocephalopod
@macrocephalopod

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macrocephalopod

@macrocephalopod

Paul Allen, Vice President M&A, Pierce & Pierce (Sie/Hir) | Vegan | Silence is Violence | Women’s Rights Are Human Rights | ACAB (Assigned Cephalopod At Birth)

Joined December 2020

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    1. macrocephalopod‏ @macrocephalopod 28 Jul 2021

      macrocephalopod Retweeted Christopher Bloomstran

      Isn’t this how it normally works? The earlier investors bought in at a lower valuation so they got more stock for their cash, new investors are buying at a higher valuation so they get less stock. That’s not “dilution”.https://twitter.com/ChrisBloomstran/status/1420155140787560454 …

      macrocephalopod added,

      Christopher Bloomstran @ChrisBloomstran
      The expected $2.3B brought to the party by new shareholders represents almost 30% of all of capital raised since 2013, including proceeds raised in the offering. For their money these new "investors" will only own 7% of the company and far less voting rights. Dilution, baby. 4/
      Show this thread
      4 replies 1 retweet 40 likes
      Show this thread
    2. macrocephalopod‏ @macrocephalopod 28 Jul 2021

      macrocephalopod Retweeted Christopher Bloomstran

      Gee if only there was some explanation of why investors were willing to pay more for RH stock over the last two years. Something linked to the company fundamentals, maybe. Sadly I cannot think of anything.https://twitter.com/ChrisBloomstran/status/1420155141936852994 …

      macrocephalopod added,

      Christopher Bloomstran @ChrisBloomstran
      Including proceeds from the IPO, the VAST MAJORITY of capital will have been raised just in the past two years, mostly 2021. Reread the breakdown of how much capital the IPO buyers are investing and what percent of the company they will own. This makes SPACs look non-dilutive. 5/
      Show this thread
      1 reply 0 retweets 13 likes
      Show this thread
      macrocephalopod‏ @macrocephalopod 28 Jul 2021

      macrocephalopod Retweeted Christopher Bloomstran

      I wonder if there was anything happening in Jan/Feb 2021 that meant RH needed to raise a lot of cash quickly, leading to attractive terms for investors who could move fast? Hmm, no, I can’t think of anything.https://twitter.com/ChrisBloomstran/status/1420155150325403649 …

      macrocephalopod added,

      Christopher Bloomstran @ChrisBloomstran
      The converts were sold in February 2021, not bad for 5 months of ownership. If the IPO is wildly oversubscribed and prices north of $55 per share, the option holders get in at no higher than $38.29. The only way the converts were anything but free money was if no IPO ensued. 12/
      Show this thread
      1:02 AM - 28 Jul 2021
      • 16 Likes
      • 𝔹ada𝔹ingCapital Cowboy Capital drew. Anthony Lee Zhang Markos Petrocheilos ItHasCeasedToBe Udi Shukla Trivette
      1 reply 0 retweets 16 likes
        1. macrocephalopod‏ @macrocephalopod 28 Jul 2021

          I can’t be bothered to read the rest of the thread, obviously a hack job by someone with a chip on their shoulder. Shame, I’ve liked some of Bloomstran’s other stuff!

          3 replies 0 retweets 16 likes
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