RE: LeoThread 2025-08-15 19:56
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On August 15th, LeoStrategy acquired an additional 110,372.40 LEO for ~$21,061.28 at $0.1908 per #leo. As of 8/15/25, we hodl 1,773,337.91 $LEO acquired for ~$174,690.08 at $0.0985 per LEO
Our current mNAV is 0.82 as the value of our LEO holdings are higher than the current market value of LSTR shares. This signals LSTR is trading at an 18% discount to raw balance sheet value
🦁 LEO on Our Balance Sheet = 1,773,337.91 $LEO = $372,400.96 USD
🌊 LSTR Equity Shares = 100,000 LSTR = $304,900.00 USD
⚡️ SURGE Left in Presale = 468,819
🏦 Total Balance Sheet + Equity Value = $677,300.96
📊 Current mNAV = 0.82 (18% Discount)
SURGE is now LIVE and the proceeds are used to purchase LEO off the market and accrete LPS (LEO Per Share) to LSTR token holders by adding more LEO to our balance sheet.
Buy SURGE or read more to learn about our new derivative built on the $LEO token economy in the commented links below
I'm assuming you didn't buy all that LEO on H-E?
I think about 80% of it was HE and the other 20% was on the bridges
Important to leapfrog the arbitrage bots and buy direct from the other pools too (not just HE)
Impressive acquisition strategy with LEO tokens. That 18% discount on LSTR to mNAV signals a potential undervaluation—could be a solid opportunity for value investors if the market catches up to the balance sheet strength
big vision