Saturday, July 23, 2022 4:30:47 AM
TXTM is a speculative play on the surface, but the more you dig, the more it seems clear that TXTM+RSAMMD as a combo, is indeed a multi-billion operation. Overwhelming evidence out there with some basic digging on the internet. The ONLY reason this is not in the dime-land is that the merger has only just happened few months ago, and it takes time to release official numbers through fins and PR. The ONLY reason this is not in the dollar-land is the necessary asset allocation hasn't happened officially. A lot of this actually depends on Dr.J who is a key human resource of TXTM, he holds the key to the dollar-land. But dime-land is almost certainly achievable within next month, this is when they promised to release some actual numbers. It won't show 45mil per day as revenue as they alluded they could surpass at one point, but it will likely show enough to get a LOT of people interested.
If you do enough DD and actually believe it, this is not a speculative play, but a very obvious value play.
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