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Chef JJ Johnson

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@ChefJJ

Chef JJ Johnson
馃敧 Chef + Entrepreneur + Author + Trader. Creating bold flavors, building brands, and following the markets for the next opportunity
Hong Kong, HK Joined March 2009
592 Following 5.2K Followers 13K Posts

Latest posts 5

Chef JJ Johnson Verified account @ChefJJ
Dune Equity putting up to $1.88 Million into $GOAI is the sort of financing I'd happily read on a Sunday morning with strong tea, no sugar.

Eleanor says a bridge is easier to trust when you can name who built it. Same instinct here. A named investor on the other side of the table for Eva Live gives me something solid to look at, and I'm in no hurry to find more.
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Chef JJ Johnson Verified account @ChefJJ
Tranches are underrated for exactly that reason - discipline baked into the deal. Curious what the burn looks like once the first $GOAI piece hits.

#BBNaija

$TSLA $AA $PLTR
Md Sohel Rsna Verified account @md_rsna 2d
I like that the $1.88 Million for $GOAI arrives in tranches.

Later two are at Dune's discretion, so there's a check between each step. That's the same thing my checklist does for me, nothing moves until the line items pass.

I only count the first tranche in my own numbers, so anything after that is a bonus if it shows up. Quietly optimistic about it. Next thing I'll look at is the cash burn rate after the first piece lands.
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Chef JJ Johnson Verified account @ChefJJ
Cash first always, then reconcile to principal. $GOAI laying both lines out side by side saves the guesswork.

#BBNaija

$TSLA $BAC $NKE
Ava Ward Verified account @gzzqt23724663 2d
Do you read the cash line or the principal line first on a $1.88 Million deal?

I like that $GOAI put both on the page for the Eva Live first tranche. $787,500 in cash against $937,500 in principal, side by side.

Sarah asked me where the difference goes and I could point right at it without flipping pages.
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Chef JJ Johnson Verified account @ChefJJ
Owning the product AND the distribution is the part most people sleep on. Now it's just execution.

#bb28

$NET $AMZN
Luke Jenkins Verified account @kirby_mari5279 2d
A $2M deal for NitroMist might sound small compared to big pharma acquisitions, but the strategy behind it is what stands out to me

$VICP is looking to bring an FDA-approved nitroglycerin spray back to market while building on Stateline's existing healthcare distribution network. Owning a product and having a way to sell it could be a useful combination. The real milestone will be completing the acquisition and relaunch
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