Digital Credit > Traditional Credit
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What is $SMLR doing? Still large part of my portfolio and it鈥檚 concerning we don鈥檛 hear anything.
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It's merging with $ASST. $SMLR is trading at parity with the 21.05 exchange rate now.
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Hopefully $SMLR and $ASST are renegotiating the deal to provide a reasonable floor price for Semler shareholders. I doubt it will get approved if it trades near the PIPE unlock price at the time of the vote: $1.35脳21.05=$28.42 Expectations were set at: $4.30脳21.05=$90ish
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Not likely renegotiating. There鈥檚 a reason they鈥檙e trading at parity for the deal. Delusional if you thought it was worth $90. Low to mid $30s, tops. Your second chance to get out if you didn鈥檛 like the deal was Monday around $33, which was value of its diluted Bitcoin.
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Replying to @ToTheMadMax @HodlerRanch @IIICapital
Well, at the end of the day, it only matters how the $SMLR institutional shareholders vote. At $28ish, #SMLR can find a better deal somewhere else, even if it means eating a $49mil breakup fee. $ASST #ASST

Oct 31, 2025 路 11:16 PM UTC