What podcasts say about James Whelan
Every statement, with the speaker, the exact quote and the moment it was said.
What James Whelan has said on podcasts
14 statements · 9 positive · 4 negative · 1 neutral
Firmus’s proposed valuation appeared excessive relative to its assets.
“a probably an evaluation people found a little bit spicy especially for some company that maybe didn't really have as much stuff as they thought they might have had”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 1:14
Firmus’s prospectus lacked detail on funding its capital expenditure.
“The prospectus was light on detail about how they were going to fund the colossal amount of capex.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 2:46
Firmus’s bullish case involved more than 900 megawatts of contracted capacity.
“The bull case was 900. Megawatt plus?”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 4:59
Firmus had contracted capacity across seven AI factories in four countries.
“Contracted against seven AI factories in Australia, Singapore, Indonesia, Malaysia.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 5:05
Firmus had two operating sites, five under construction, and expected a $77 million first-half loss.
“The bare case being that there are only two sites operating. Five still being built. Expect a $77 million Aussie first half loss.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 5:23
GPUs depreciate rapidly.
“GPUs do depreciate fast.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 5:46
MGH held approximately 3% of Firmus and entered a trading halt.
“MGH, which holds about 3% of it, has just been into a trading hold as well.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 8:25
Dallaroo Metals reported high-grade results from maiden drilling at its Bonduku Gold Project.
“Dallaroo Metals. Ooh, Dallaroo's a good one. They've got stuff in Côte d'Ivoire. High-grade hits in maiden drilling at the Bonduku Gold Project in Côte d'Ivoire.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 20:44
Iltani Resources raised $4.6 million to accelerate drilling at its Orient project.
“Iltani Resources, ILT. raised $4.6 million to speed up drilling at its Orient Silver Zinc Indium project.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 21:58
Cyclopharm’s Technegas was named a preferred lung-imaging ventilation agent in China.
“Cyclopharm, CYC. Technogas, named a preferred ventilation agent for lung imaging in China”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 22:25
Dimeryx reached its first patient-completion milestone in the DMX 200 program.
“Dimeryx, first patient completion milestone in its DMX 200 program.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 23:02
Playside Studios’ Dumb Ways to Build launch exceeded internal forecasts.
“Playside Studios, dumb ways to build, launch, beat, internal forecasts.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 23:07
Adveritas’s TrafficGuard fraud detection now covers ChatGPT advertising.
“Adveritas, traffic guard fraud detection now covers chat GPT advertising.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 23:13
Sea Forest signed a sea-feed distribution deal targeting 480,000 cattle.
“Seaforest is sea feed distribution deal with Taze Australia, targeting 480,000 cattle.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 23:20
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.