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SimplicitasOpes
@SimplicitasOpes
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Investing in stocks, people & the community. Looking for undiscovered diamonds.
Tampa, FL (sometimes VT / NYC)
Joined February 2022
@Sec_Noem Oh btw, Roosevelt Hotel in NYC is owned by Pakistan Government... nice to know whose pockets we've been lining with US taxpayer dollars.
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@OnlyCFO sounds like they are listening to customer requests for expanded offering, hence acq. of Command AI, and need for consolidator. NRR seems to be primary focus of mgmt ("23% multi-product adoption... I want to get that to 100% because those customers are stickier")... turning pt?
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@marketplunger1 We had a saying on our trading desk... "beware of the geniuses, they'll kill you every time"
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@AAGresearch avg entry price on gold? give me 3 indicators for future performance of gold (i've been trading gold since 1982).
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@KyleAdamsStocks $IESC has pulled back to level where the company was a buyer -- avg repurchase price last quarter was $209, given their $100M cash balance and persistent repurchases, this gives you some idea where mgmt feels the stock is cheap (& mgmt are investment pros).
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@JayInSoCal1 @WallStreetApes Leading charter airline for US govt deportations is GlobalX Airways ($JETMF) ... fairly major turnaround going on and deportations starting to kick in during '25
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@KobeissiLetter @TrackDaddyKy Would be great to see correlation of gold vs. deficit spending. There are other factors, but having Comex actually net long potentially sets aside the possibility that they change margin rules to try to favor themselves as they did in late '70s (never trust comex board)
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@Imperium1136 The CEO is very accessible. I found him to be pretty forthcoming about their business.
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@RevShark $SRTS Mgmt danced around this question on last qtr call. It was a major red flag. It is not clear to me that FDAs are actually a good thing; reasonable to suspect they were out-negotiated by Platinum and are bearing a lot of cost & capital exposure. time will tell (mgmt won't)
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@AGutiGarcia @DeItaone good read:
"Deep State (They /them) vs. the Wonder Boys." I find myself in violent agreement with this brilliant essay by @micsolana. Everyone should read it.
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@gringo_in_arg turn is beginning— actually a bit shocking that they’re already generating net income in Q4:
We expect to report Q4 and FY 2024 results at high end of guidance, delivering record growth! Highlights: • Revenue: $218M - $224M (Up 34%-40% YoY) • EBITDAR: $60M - $63M (Up 195%-215% YoY) • Q4 record revenue per BH • Delivery of 19th aircraft
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@agnostoxxx COngrats, now take some of your gains and go buy a gallon of pure Vermont maple syrup instead of that Canadian crap you put on ur pancakes yesterday.
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@Mike10947310 some very smart people starting to expand into the NG gen biz, peripheral but related to what $TGEN is doing. press release yesterday from IES Hldgs: "
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@burrytracker You didn’t address main factors influencing gold: central bank buying; Chinese & Asian retail buying; American retail net selling. The delay in London is related to us tariffs. What about global money printing—it is highly correlated to gold price.
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@Mike10947310 Still pretty much unknown nanocap. The volatility is probably more a trading liquidity issue. Let them string together a couple improving quarters, catch some dc orders and the stock will take care of itself.
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@AnthonyClose @JaneCastor @SCTigerBay I posted pics of surge level during Helene… those homes had water uncomfortably close to their doorsteps (and the Helene surge was minimal). If you do a small amount of research on this development, ur going to find out a lot more… feel free to report back… shoulda been a park
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