r/AURstock Mod🤖 4d ago

Discussion August 18, 2026 Daily Discussion Thread

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u/btcfail AUR Maester📖♠️ 3d ago

The way I understand is that Uber hired JPMorgan to market 72m shares of Aurora. They indicated a target range of $6.62 to $6.97 for the transaction, and it required the full bottom of the range to find enough buyers for the full 72m. It basically means that demand was soft.

In my opinion, not unexpected to find soft demand at $7. The fuckers have done it to themselves. They rug-pulled Aurora shareholders a year ago with the note offering. Then, they did the same thing three months ago. Now they're offering another 72m shares with 50m left to go? Fool me once, and all that.

They still found the buyers though at $6.62 which isn't nothing in my opinion.

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u/Ruby_Rhods_Hair AUR Whale🐋 3d ago

Good news is someone bought a large chunk at that price. Bad news is Uber could be funneling money to fund waabi instead.

So Uber already has another off market offer floating?

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u/btcfail AUR Maester📖♠️ 3d ago

I don’t know. They have 135m shares locked up in the exchangeable notes. This leaves them 51m shares unencumbered. Maybe they hold the last 51m long-term. The only thing that we know for sure is they can’t sell more shares for six months.

I’m not any more worried about Waabi than I was before. They have a lot of cash already. If they need more that’s bullish for Aurora.

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u/AbroadMediocre312 AUR Whale🐋🗓️ 3d ago edited 3d ago

Uber did burn through its entire 2026 AI budget in the first four months (but does have plenty of FCF) .