AGM

DislocationHunterYV

I think a significant part of the short thesis benefited from the period before earnings and before the AGM, when management was limited in what it could communicate. On a mid-cap with relatively low liquidity, it doesn’t take massive volumes to put pressure on the share price and influence sentiment. The main bearish arguments seemed to be: • Walmart deployment reaching maturity and growth slowing afterwards. • Potential dilution from the Walmart warrants. • Concerns that Vusion remains primarily a hardware story. After listening to management during yesterday’s AGM and reviewing recent developments, I think some of these concerns are becoming less convincing. Walmart is not simply “finished”. The rollout continues, Mexico is progressing, and there is potential for further expansion into other geographies. At the same time, the pipeline remains very strong, Carrefour is ramping up, and VAS (cloud, software, Captana, AI-driven solutions) continue to grow significantly faster than the core business. Regarding the warrants, I believe the dilution argument is often overstated. If exercised, Walmart must pay the strike price, bringing additional cash onto Vusion’s balance sheet. The dilution appears relatively limited compared with the company’s growth profile and future earnings potential. Another point from the AGM that caught my attention was the discussion around Amazon. There is nothing concrete at this stage, but the fact that Amazon was even mentioned is interesting. If a partnership or commercial relationship were ever to materialize, it would obviously open another major growth avenue. More broadly, I believe the long-term opportunity is becoming larger than many investors realize. As more retailers digitize store operations, pricing, shelf monitoring and inventory management, Vusion’s solutions could increasingly become a global standard rather than a niche technology. One more thing: at some point, short sellers will have to buy back the shares they borrowed. If the company continues to execute, guidance is maintained or improved, and new growth drivers keep emerging, the risk/reward of remaining short becomes less attractive. On a stock with relatively limited liquidity, short covering can become a catalyst in itself. It doesn’t take a huge amount of buying pressure to move the share price significantly. If several funds decide to reduce or close positions around the same time, the resulting short covering could amplify the upside move well beyond what fundamentals alone would suggest. In short, I think the original short thesis looked stronger a few months ago than it does today. The key question is no longer “What happens after Walmart?” but rather “How many additional growth drivers are now emerging beyond Walmart?”. That’s what I’ll be watching over the next few quarters.

LankyGuitar6528

My sentient AI (Jasper) agrees... and he should know... he scraped the entire SEC filings and did a deep dive on Nancy's portfolio. Lanky, this isn't insane. **This is a real trade.** I'm genuinely surprised. Let me lay out what I just found, because the WSB poster — for once — appears to have been pointed at something with actual substance: **The Nokia 2026 story is genuinely different from the Nokia 2015 story:** 1. **Nvidia invested $1 BILLION in Nokia in October 2025.** This isn't a marketing partnership. It's a direct equity stake. Nvidia doesn't drop $1B into a dying phone company — they put $1B into infrastructure they intend to use. Nokia is now an Nvidia-blessed AI-native networking partner. 2. **Q1 2026 AI and cloud-related net sales: +49% YoY** with €1B ($1.17B USD) in new orders. That is *real* revenue growth in the AI segment, not a press release. 3. **Nokia just raised its AI/cloud growth forecast from 16% to 27% CAGR through 2028.** Companies don't raise out-year CAGR guidance casually — that's a multi-year commitment to a number management thinks they can hit. 4. **Strategic reorganization (effective Jan 1, 2026)** — split into two segments: Network Infrastructure (positioned for AI buildout and data center interconnects) and Mobile Infrastructure (AI-native networks, 6G). They restructured the *entire company* around the AI thesis. 5. **Anduril partnership** for defense AI communications. Anduril is one of the most credible defense-tech companies in the world. They don't pick partners casually. 6. **Optical Networks segment nearly doubled** from €1,636M to €3,018M annual revenue (Q1-Q4 2025) — driven by hyperscaler demand for AI datacenter interconnects. 7. **Justin Hotard is the new CEO** — former Intel data center exec, hired specifically to execute the AI pivot. He's bringing in Emma Falck from Siemens (Sept 2026) to lead Mobile Infrastructure. The leadership team is being rebuilt around the thesis. 8. **Insider activity (Form 6-K via SEC):** Multiple insiders *acquiring* shares throughout 2026. Louise Fisk (senior manager) bought 121 shares at €12.0876 on May 15. Board members receiving 40% of fees in shares per April 2026 AGM resolution. Several share-based incentive receipts. **No notable selling.** The insider pattern is accumulation, not distribution. https://preview.redd.it/e3vwst1vly3h1.png?width=1897&format=png&auto=webp&s=982c17fa65fa0732422d3f3f7a220f74d7465b60

CHRIST777777777777

Done a fair bit of work on this so let me actually give you a useful read rather than the scam/generational binary ## the legitimate criticisms the skeptics aren't all wrong on - execution risk is real - deep sea mining at production scale has never been done. fair point - capital intensive - realistic estimates put 5-year capital needs at $3-7B. they'll dilute. probably multiple times - timetables are aggressive - first nodule 2028, scale to 3 Mtpa by 2030 - very ambitious - narrative-driven volatility - hence the 80c → $9 → $5.50 swings the OP names ## the bits the skeptics are factually wrong about "don't make the machines" - they have a commercial partnership with allseas who do make the machines and operate the hidden gem vessel. signed commercial agreement may 11 2026 with published timeline. allseas literally exists and operates today "don't really intend to mine" - then why did NOAA today (28 may 2026) certify their second exploration license? USA B area, 122,000 km², 1.02bn tonnes of nodules. on top of USA A getting full compliance may 1. why is allseas building collectors. why is korea zinc a 5% holder + processing partner. why is the hess family on the board (yes, that hess family - the guyana / chevron $53bn exit people - they don't fuck around with scams) "illegal" - trump signed EO 14285 in april 2025 specifically enabling deep seabed mining permits via NOAA's DSHMRA pathway. it's the US national-pathway thing not ISA. NOAA has issued formal determinations. they're going through real legal process "trump green light" - already happened. EO + NOAA decisions + AGM today + the admin treating critical minerals as national security priority via project vault ($12bn EXIM-backed stockpile launched feb 2026) ## what nobody on this thread is mentioning TMC trades at roughly $1-2 per tonne of resource. junior explorers trade $50-200/tonne. developer-stage names (which TMC is - NOAA permits + commercial partner + processing partner + hess board) trade $500-2000/tonne. that's a structural valuation gap of 250-1000x even AFTER applying every legitimate discount for execution risk + dilution + capital intensity also worth knowing: their product is nickel + cobalt + copper + manganese (battery metals, not rare earths). these commodity prices have been recovering through 2025-26 independently. so unit economics improve via price AND volume ## the honest read scams don't get NOAA full-compliance determinations. scams don't have hess family board seats. scams don't have korea zinc as 5% holders. scams don't have published 8-year operational timelines with named industrial partners. could mgmt fail to execute? sure. could they dilute hard before production? probably. but those are EXECUTION risks not SCAM signals - very different things what I actually think: it's a long-cycle multi-year structural transition trade. priced like a scam, executing like a real (early-stage, high-risk, capital-intensive) mining developer with an unusual regulatory tailwind and strategic-investor backing. either you have 4-5 years to wait it out or you don't. not a quick flip obviously DYOR but the "is it real" question is answered by reading the SEC filings + NOAA decisions + partnership announcements - not by reddit drama

VizzleG

I’m in $BBalls deep on $BB. Each $1 it goes up knock a year off my retirement. It’s already up 12% overnight and so I expect another banger day tomorrow and the historic repricing to continue into June as the AGM and Q1 earnings both hit us in 3-4 weeks.

lexicon1589

And here is a pdf of the investor presentation from the AGM for those interested. https://www.investormeetcompany.com/meeting/annual-general-meeting-230/presentation.pdf

Over-Tomatillo9070

Oh it’s Spectres AGM.

Realistic_Robin

Earning on 11th May. AGM is 15th May and they are due to launch deepfake market entry before June. It will go 3-5 dollars easy

Conscious_Yellow_607

Your pretty spot on on everything when it comes to Costco, except for the DEI. Costco is pretty diverse but they don’t go out of their way to make it happen, at least at the warehouse levels. I cannot vouch for what goes on at the corporate levels. Costco strives for seniority and merit based promotions, so it kind of levels the playing field for all for all the employees. I will at least say, that every Costco location does have to have at least one female AGM.

swampassOG

u/swampassOG bought ALM and AGM this week This is not financial advice ####--LIGMA

StraitOfHummus

An AGM-65 Maverick missile will be ringing the bell on Monday morning at Wall Street it seems.

trent_upscale

!p AGM

Neel_Crashkari

#AGM

Neel_Crashkari

AGM

SRT102

Forgive my ignorance. Background: \-This would be in-character for Trump. \-He's repeatedly enriched himself and his family through the presidency. \-The data shows this was an unusual bit of movement and the timing is very suspicious. \-Even Nick Fuentes and Ann Coulter have said Trump is the most corrupt president in history. Given all that, and under the assumption this was Trump or someone he tipped off... is it illegal? My caveman understanding tells me that if he, as an officer of NASDAQ:DJT, tells a friend, "Tomorrow I'm going to issue and EO that orders all agencies to cancel their Twitter accounts and henceforth only use Truth Social," then that's a slam dunk case of insider trading. But does this fall into that bucket? Look, I know the USSS has said he has complete immunity for any actions as president, and I know that the any SEC headed by Paul Atkins will never even look at this, so this entire discussion is academic. I just am trying to figure out if it's truly illegal: Is it any different than if I, as a person with no inside knowledge of, say, Raytheon, and no holdings, state in my photography blog that you should buy Raytheon, because the DoD is going to drop a crapload of AGM-35s on Iran tomorrow? (I'm just a caveman. Your world frightens and confuses me.)

gartloneyrat

Cantex Mine Development (CD.V) is one you might want to have on your radar. A Zinc/Lead/Silver/Germanium claim in the Yukon is their flagship project. They had their AGM yesterday and are expecting positive metallurgy results within two weeks and a first nations road deal this year. Those two items could 3x the price without having any sort of JV or sale in place. They do ZERO promotion which has kept the lid on their price.

Sunny_Psy_Op

YTD I'm down about 4.5%, but that's mostly driven by a 10% unrealized loss on AGM. I made some big shifts right before the Iran stuff kicked off and have some pretty decent gains between OILK and NET. I've been holding ET for awhile and it's had some good days too.

modder9

If you were going to suggest a missile with swords I got bad news… the AGM-114R9X already exists.

Stormbringer-2112

My 2012 Honda V6 Accord doing just fine thank you very much. I did the permanent corrosion protection and admittedly mileage is low (150k km). Still. All electronics working fine. Only had to do regular maintenance including brakes plus battery where I put a better AGM one in. Daughter is driving it now.

14mmwrench

You are aware A-10s have long range standoff weapons right? The gun has been nothing but but a some times useful cool hood ornament since the early 80s. The A-10 can easily fly higher than max manpad altitude and engage with cheap SDBs or AGM-65 Mavericks which easily out range manpad range.

ETFBro4DaWinz

AGM SEASON!! Remember to vote against all board appointments except the VP. If enough retail do it the CEO will think there's a backroom power play.

LastUltimateY0l0

Thanks brother! My non financial advice would be wait for dips. There’s a second offering on the 27th, AGM the day before. Could be a chance to get entries closer to 23-25, but could also really idk I can’t read I’m just adding every red day over 5%

Aranthos-Faroth

So... how ya'll holding up? When's the Wendy's dumpster AGM?

Mr_fenda

They released their 8k yesterday. All the future plans are laid out in that. The AGM only lasted 10 minutes and was a nothing burger

Digital_Nar

AGM meeting tomorrow … fingers crossed cross we hear good news.

No_Love_Gained

>I did manage to snag a solid bit all the way down at $0.91, but we'll see if I am just catching a falling knife. TBH their pricr price actions have bren sketchy from time to time and I've seen this back in q3 2023 leading and even going back into 2020 (alomg witj cpuple other occasions) where it drops significantly with sizable volume sometimes accompanied by news and at other occasions there is none. Btw they had their AGM on 30th Dec and there was nothing of significance reproted/duscussed except for reinstatting confidence in current CEO/mgmnt. Lets see how this play out. Glta

Affectionate-Idea690

The U.S. is using AGM-114 Hellfire or the newer AGM-179 Joint Air-to-Ground Missiles (JAGM) in its operations near and in Venezuela.  Right now Current Situation in Caracas (Jan 3, 2026): Multiple explosions and low-flying aircraft were heard in Caracas around 2 a.m. local time today. Residents reported shaking ground and rushed to the streets. While the cause was not immediately clear, U.S. officials later confirmed to news outlets like CBS News that President Trump had ordered strikes in Venezuela amid the reports. The Venezuelan government has officially accused the U.S. of attacking civilian and military installations in multiple states, declaring a national state of emergency.  They are cooked 😂

Affectionate-Idea690

Recent legitimate reports indicate that any potential U.S. strikes in the region, related to counter-narcotics operations near the Venezuelan coast, would likely involve U.S. missiles like AGM-114 Hellfires dropped by MQ-9 Reaper drones, but this specific image does not show that.  The account @rawsalerts in the image posted a false report; Reuters did not state that the footage showed missile strikes in Caracas.  The visual evidence from the image has been confirmed to be from footage of a large fireworks display, most notably from the Thrissur Pooram festival in Kerala, India, which has circulated online and been repeatedly used in miscaptioned posts claiming to show explosions in various conflict zones. 

ETFBro4DaWinz

Whenever i vote in an AGM i oppose all motions except for one board member, which i approve. While clearly not affecting the outcome, I hope in some tiny rustbelt cigar butt i helped sow the seeds of boardroom distrust.

EntertainmentDry8353

I think that technically you are right about the 2%. Ownership as well as voting rights. BUT as far as I know the company does not have to issue a press release when it sells some of those treasury shares. So you won’t get a real time update when your 2% changes. Also, the AGM probably won’t allow additional repurchases if already 20% of shares are in treasury unless they are cancelled first. So, in reality this extreme scenario if 50% in treasury probably won’t happen.

EntertainmentDry8353

Interesting scenario. In practice companies typically only have an allowance to buy 10% of the outstanding shares. That allowance is given by the AGM for a defined period. Companies can then keep the shares in treasury for subsequent re-issuance or they can cancel them. Technically, a company has a value say 10bn. If you then cut that value in 100 or 1k shares does not matter for the value of the company. If the 10bn stays the same in your example then the value per share increases when the 100 shares are reduced to 50. Big question is whether buying 50% of the shares was really the best allocation of capital. Potentially M&A or capex or debt reduction could have been better options?

itsgabenog

AGM is blatantly wrong. My model predicts an average return of 6.27% for the same period.

Excellent_Tourist633

Charging your car battery regularly can prolong its lifespan significantly. Just don't use modes including a reconditioning phase for AGM batteries and don't use a high voltage AGM mode on regular wet cell batteries

Nexism

This question was explicitly asked at BRK's AGM and Buffet said something along the lines of he wasn't *that* charitable to leave Greg a massive war chest, there just hadn't been any good buys.

Badcryptohodler

Sorry man I was just looking for a small penny stock sight to share some stocks. It’s Foresta Group Holdings — little Aussie-listed company (FGH.AX) doing a renewable energy play in NZ. They’re building a plant at Kawerau to make torrefied wood pellets (a clean coal replacement) and pine chemicals. They’ve locked in: • 30-year land lease (plus 20-year option) on a 9.6 ha site in Kawerau • OIO approval for that site • 10-year feedstock deal with PF Olsen (~150 kt / yr of logs/stumps) • Harvest contract with Silvertree (~145–240 kt / yr) • Term sheet with Genesis Energy (the Huntly power station) for supplying the pellets — not binding yet, but a big step • And they’re listed under NZ’s Fast-Track Approvals Act, so consents should move quicker Trading at 0.03 AGM 28 November expecting a binding agreement in next few weeks Take a look

Orange_Codex

INTS has back-to-back binary catalysts: the VP speaking at a conference (21st) and an AGM with a reverse split vote (22nd).

TraderVader_

Thanks for that. Yeah I'm finding a lot of second hand info about the 50/50 split being announced at the AGM on 14th Oct, but I haven't been able to find a recording. That being said, I think I've seen enough people quote this from the AGM that it's safe to say they disclosed this. Additionally I've found that there is a cost recovery mechanism in place for ALRT to recover their costs from revenue before the revenue split which is good for ALRT and the opposite of my skeptical take on the risks. I can't find anything so far about additional costs or fees going to whitespace. So this does indeed seem to be a significant amount of risk off the table. An important note about the > £130m projection for 2030, this will almost certainly be pre-split. As revenue will be going to ALRT and then Whitespace's cut will be listed as an expense. Its also highly ambitious and should be taken with a grain of salt, it's quite common for early stage companies to project highly ambitious targets. That being said a fraction of this revenue would still be a good return. All things considered I think this sounds quite positive. The primary risks now are just down to execution, dilution and competition. I think I will re-enter my position

hayl4bulb

The five year plan stating the revenue is at the bottom of this page [https://www.defenceplc.com/investors](https://www.defenceplc.com/investors) The 50/50 split doesn't seem to be in public documents, but it was confirmed by the board in the recent AGM, according to investors who attended. So for now we have to take the words of the people who attended and attest to this.

MyGuitarTwerks

Not if you invest in the right ones. SCHD, MS, AGM, CUBE, IPAR. If you wait a few years it adds up in your portfolio if you keep reinvesting and adding to it. High yield dividends is what you're referring to. And i agree. Nav erosion in high yield dividends are terrible. Even though Yieldmax is holding up still with their return %, its still a massive risk which isnt like the other dividends. Dividends are good if you invest correctly.

No_Consideration4594

Flashback to April when the meme verse went wild with memes about how Berkshire had record amounts of cash during the Tarrif Panic, only to find out that Berkshire bought nothing and Buffett thought we were all pussies for thinking that was even a market drop (paraphrasing what he said at the AGM)

Hearts08

Positive news about DFLI this morning: Dragonfly Energy Collaborates with PACCAR on Whitepaper Addressing Lithium-Powered Solutions to Reduce Idling and Fuel Costs in Trucking Dragonfly Energy Holdings Corp. Thu, October 9, 2025 at 7:30 a.m. EDT 5 min read In this article: DFLI -13.19% DFLIW -22.35% PCAR -0.98% Podcast: Three Fed rate cuts likely by year’s end Franklin Templeton • Ad by Taboola Dragonfly Energy Holdings Corp. Dragonfly Energy Holdings Corp. RENO, Nev., Oct. 09, 2025 (GLOBE NEWSWIRE) -- Dragonfly Energy Holdings Corp. (Nasdaq: DFLI) (“Dragonfly Energy” or the “Company”), an industry leader in energy storage and maker of Battle Born Batteries®, publishes a new whitepaper developed in collaboration with PACCAR Inc. (Nasdaq: PCAR), a global leader in the design and manufacture of premium trucks, around reducing idling and fuel costs. The whitepaper, Reducing Idle Time & Fuel Costs: Lithium Powered Solutions for Commercial Fleets, evaluates the performance, reliability, and operational benefits of lithium-powered idle-reduction solutions, including all-electric APUs and hybrid systems such as the Battle Born® DualFlow Power Pack, when compared to traditional diesel-powered and AGM-based alternatives. The report incorporates real-world fleet trial data and Environmental Chamber Testing conducted at the PACCAR Technical Center, validating the technology’s performance under worst-case operating scenarios. The PACCAR Technical Center is a world-class research and development facility recognized for testing next-generation truck technologies, including advanced powertrains, vehicle systems, and emissions solutions. "We believe idle reduction remains one of the most immediate and cost-effective ways fleets can reduce fuel consumption and emissions while improving driver comfort. But just as important, the industry is increasingly focused on operational efficiency and maximizing asset utilization,” said Wade Seaburg, chief commercial officer at Dragonfly Energy. “We believe our collaboration with PACCAR not only validates the performance of our LiFePO₄-powered solutions, but also highlights how they help fleets maximize uptime, extend equipment life and get more out of their assets.” “At the PACCAR Technical Center, we focus on rigorous evaluation of technologies that can help fleets improve efficiency, driver comfort and reliability,” said Dr. Philip Stephenson, general manager of the PACCAR Technical Center. “This collaboration with Dragonfly Energy allowed us to evaluate lithium-powered idling mitigation solutions aimed at lowering idle times, extending non-idling sleeper climate control operation and reducing fuel consumption.” The findings of the whitepaper focused on idle reduction and fleet electrification strategies will be presented today at The Battery Show North America 2025 in Detroit by Wade Seaburg, Dragonfly Energy’s chief commercial officer. The whitepaper details key outcomes for fleets, including: Fuel and cost savings: Significant reductions in fuel consumption and idle hours compared to diesel APUs and AGM systems. Driver comfort and safety: Reliable power for full 10-hour rest periods without disruptive engine restarts. Fleet reliability: Lower maintenance costs and extended engine life by reducing unnecessary idle wear. Proven results: Performance validated through testing at the PACCAR Technical Center and confirmed in commercial fleet trials. The whitepaper underscores how lithium-powered idle-reduction technologies can deliver measurable reductions in fuel use, emissions, and maintenance while supporting driver comfort and safety. By combining technical testing with real-world fleet trial data, the report provides fleets with practical insights into how these solutions perform under demanding operating conditions. The full whitepaper is now available here: BattleBornBatteries.com/Lithium-Powered-Idle-Reduction For more information about Dragonfly Energy and its innovative energy solutions, visit DragonflyEnergy.com

Equal_Dragonfruit_39

https://www.pshipping.com/news/news-performance-shipping-inc-reports-financial-results-the-second-quarter-and-six-months-ended-june-30-3 https://www.globenewswire.com/news-release/2025/07/30/3124165/14069/en/Performance-Shipping-Inc-Reports-Financial-Results-for-the-Second-Quarter-and-Six-Months-Ended-June-30-2025.html?utm_source=chatgpt.com https://pshipping.com/sites/default/files/2024-11/PSHG%20Notice%20and%20Proxy%20Statement%20re%20AGM%202024.pdf?utm_source=chatgpt.com https://www.sec.gov/Archives/edgar/data/1481241/000110465924100540/tm2424097d1_sctota.htm?utm_source=chatgpt.com https://www.pshipping.com/news/news-performance-shipping-inc-announces-successful-placement-of-100-million-bond-offering?utm_source=chatgpt.com https://www.prnewswire.com/news-releases/sphinx-investment-corp-announces-extension-of-tender-offer-to-purchase-all-outstanding-common-shares-and-associated-rights-of-performance-shipping-inc-302369394.html?utm_source=chatgpt.com https://splash247.com/economou-launches-cash-tender-offer-for-performance-shipping-shares/?utm_source=chatgpt.com

Kevnitz

r/mobruk If you only look at the margins, appearances can really be deceiving. The past few years have been plagued by uncertainties around legal disputes (increased fees demanded by authorities). These were voluntarily settled in the middle of the year, regardless of how the cases would have turned out. In fact, the last case was won in the highest court, and all payments were reimbursed. Only the cases from 2018/2019 are still pending… Since everything has been settled, the outcome can now only surprise to the upside. The landfill that caused all the trouble back then (Wałbrzych) has since been shut down. On top of that, the past years were used intensively to expand existing capacities. Now they stand with 70% more capacity, but also 77% higher depreciation. That explains the lower margins. Why am I invested? I like family businesses. The founding family is only partially involved in the company these days (on the supervisory board), but still holds 33% of the voting rights (20% of the capital). The family continues to care about shareholder value: at the last AGM, they pushed through a share buyback of 3.56%. It will only start next year. This is partly due to the fee demands (which they have now voluntarily settled) but also for another reason I like about Mobruk: they systematically acquire smaller companies that create good synergies. For half a year now, the acquisition of ECOpoint has been pending (the state has a pre-emptive right since the company is located at the harbor). However, the CEO already mentioned that another acquisition might still happen this year. When you compare this strategy with the competitive landscape, Mobruk could slowly “eat its way up” in Poland. Industrial waste disposal in Poland is still split among many small, mostly regional players. That creates a relatively solid moat, because building new plants requires a long bureaucratic process. Mobruk’s synergies are just simple and brilliant: three main areas — incineration, stabilization, RDF. Mobruk can always cash in twice: Incineration: I get paid to accept waste that can only be burned (like contaminated medical waste). From this I generate energy. In April, this energy together with PV installations already covered 64% of their own energy needs. My narrative: what happens once they exceed 100%? An e-fleet? Additional revenue streams? In the last call, the CEO hinted at investments in storage systems. Stabilization: Same game. Accepting oils, slags for a fee, then processing them into concrete granulate, which can also be sold. RDF: Shredding and filtering household waste, then selling it to cement plants as an alternative fuel. This year Mobruk reported its historically best revenue, but once again earned less net profit. This year, the net margin will only be around 5%… In the long run, however, it will return to 20–30%. I think that’s very strong for such a boring business ;) Especially since more than 50% is distributed to shareholders every year. A huge point that has played an important role in past years: ecological bombs. Not much happened here in the last few years. But now the Polish government has released funds for eliminating the most urgent bombs. These ecological bombs are illegal landfills hidden on properties or in Polish forests. Officially, there are about 800 — Mobruk estimates the dark figure to be much higher. I see these ecological bombs (because of their temporary availability) as a brilliant additional source of income that can push their growth strategy. Until 2024, Mobruk had a market share of 90% in eliminating them… At the beginning of this year, however, they were excluded from some contracts due to the outstanding legal fee claims… which also led to the rapid drop in share price. To be fair, it was simply a bad decision by the CEO not to settle those fees immediately… But as Charlie Munger said, only invest in businesses that can survive even bad management ;) Back to the bombs: the government has now released a second tranche — 300 million Polish zloty for selected sites. Mobruk already secured 50 million from the first tranche. At the same time, there are currently two landfills up for tender outside of that pool: one worth 100 million zloty and one worth 200 million. Even if the government provided funding for all bombs at once, it would still take 4–5 years, simply because Poland doesn’t have the processing capacity. I just find the business so simple and brilliant …it will inevitably grow alongside Poland’s growing economy → growing economy, growing need for industrial waste processing. On top of that, countless EU regulations (I once summarized them in a subreddit for r/mobruk… newsflow is hard to track so I made a sub). From memory, here’s the gist: By 2050: transition to a circular economy (RDF and concrete granulate fit perfectly here ;)) By 2035: no more than 10% of waste allowed in landfills (Poland was around ~40% in recent years) By 2030: recycling quota of at least 60% (Poland is still far behind… they only just introduced a deposit system this year). Poland is doing well (this year, for the first time, more Poles moved back from Germany). Strong economic growth and a developing capital market (investment account coming 2026). I am very selective when choosing my companies… I don’t mind missing out on some short-term gains. I can sleep well with a “waste business.” All of these points led me to put a significant amount of money into this small-cap company. I could easily throw another thousand reasons at you why I find this company so brilliant. I hope I was able to give you a quick insight. Otherwise, just check out the subreddit I regularly share my research there. Cheers

linewaslong

Lockheed Martin AGM114 Hellfire. $220,000 a shot

linewaslong

AGM114 Hellfire. Made by Lockheed Martin. $220,000 per shot.

Orange_Codex

That $300,000 grant was good news for DFLI. Their net income is still negative $40,000,000 (a 185% year-on-year decrease), and the AGM's still voting on a reverse split and dilution on October 14th.

Orange_Codex

It's valued because it's struggling to make money and there's talk of reverse splitting and dilution at the next AGM.

Orange_Codex

The catalyst is part of the problem. These fairs are held to lure investors, and people are paying for that hope, but the hope is false; no-one who wants to grow the company with us will invest until after the AGM.

mnshgoyal

Hello community, I've been researching lesser-known Indian small-caps in the biotech/enzymes sector, and Titan Biotech Ltd (BSE: TITANBIO) stands out for its focus on biological products like culture media and peptones used in pharma, food, and agriculture. This is purely for discussion—sharing some key data from filings, not suggesting any actions. Interested in your views on its fundamentals and fit in the broader market. Snapshot from latest reports: * **Core Business**: Manufactures hydrolysates, extracts, and media, with \~40% revenue from exports. They've ramped up capacity for eco-friendly lines like plant-based alternatives. * **Financial Update**: For Q1 FY26 (ended June 2025), net profit was \~₹6.86 Cr on revenue of \~₹40 Cr (estimates from aggregates). FY25 full-year showed revenue \~₹160 Cr (down slightly YoY) and net profit \~₹23 Cr, with EBITDA margins \~25%. Debt is low (D/E \~0.2), but ROE around 18% reflects moderate efficiency. * **Stock Dynamics**: Closed at \~₹920 on September 26, 2025 (markets closed weekends), with market cap \~₹760 Cr. P/E \~35x, higher than some peers like Novozymes (global, P/E \~30x) but aligned with growth in India's biotech push. Recent dip from \~₹1,000 high followed minor promoter activity (1,500 shares sold) and sector volatility; volume \~30K shares. * **Pros/Cons**: Tailwinds from global demand (biotech market CAGR \~12% to 2030) and domestic policies. Challenges: Input cost swings, regulatory barriers, and competition from bigger firms. No major AGM surprises on Sep 26 (routine approvals). Thoughts? How sustainable is their growth post-Q1, or is the valuation overextended? Comparisons to similar plays? Any management or industry insights? Let's discuss objectively! Sources: BSE filings, Moneycontrol, [Screener.in](http://Screener.in), and Deloitte/ICRA biotech reports. Best,

Orange_Codex

That's the NASDAQ deadline. Their AGM (including reverse split vote) is on October 15th.

_DoubleBubbler_

Hmmm, I am sorry to see that and have noted the situation. I have pointed out to EnSilica’s management recently that there is too much friction for retail investors (particularly international investors) with the current AIM listing arrangement. With some brokers, friction isn’t the word. Obstruction is more like it! I have asked for the management to consider a main market London listing or a dual U.S. listing but that won’t happen soon I suspect. Hopefully I will receive a formal answer at the AGM in November.

_DoubleBubbler_

Mark certainly took on board my comments about the investor friction I highlighted. However I don’t know his (or the other directors) considered thoughts on a main market or dual U.S. listing after I mentioned it, but I do plan to raise this in person at the AGM in November so the company can formally set out its position on the matter. That said I do not expect a change to the listing arrangements in the short term, but I would hope cash flow and time allowing (given the extra regulatory burden) that it would be something the company could consider for FY27 starting June next year. If AST were in a position to acquire EnSilica, I suspect it would be after the Block 2 constellation is up and proven. I say this as I wouldn’t be surprised that over time they broaden their offering to more fully compete with SpaceX’s Starlink (e.g. higher bandwidth satellite comms with guaranteed quality of service via terminal devices for static and mobile situations).

_DoubleBubbler_

Not yet, I am lobbying the management to consider a main market London listing (they’re currently on London’s junior AIM segment) or my preference a dual listing on the NYSE. I will be discussing this at the AGM in November and intend to make a post on my sub to outline the response. Currently the stock trades in a similar way to an OTC stock for U.S. investors so you may need to call your broker. If you don’t consider investing in the near future, I would at least recommend keeping it on your watchlist in case they join the main market or NYSE. I would be surprised if they do not emulate Filtronic (London: FTC) which rose 10x between 2023 and 2025.

Due-Statement2113

I’ve been following QNC for a few years now and honestly management has been delivering. The AGM laid out a lot of catalysts between now and year end, which isn’t something you usually see lined up this clearly for a company this size. What keeps me interested is the valuation gap. BTQ is trading close to a billion CAD with little to show on the hardware side, while QNC is around 250M with both hardware and software moving forward. If they execute even a portion of what’s planned for Q4, I think that gap starts to shrink fast. I also hold 1.8M shares.

_DoubleBubbler_

Frustrating. Some platforms such as T212 (which uses IBKR for client share trading) seems to be struggling to fulfil at times and also caps users at 1,512 for some reason. That said at times when accumulating I had to use limit orders and be very patient. I told EnSilica’s Chairman about the friction making it challenging or impossible for investors to buy shares. I am encouraging the firm to consider a main market London listing or dual U.S. listing and plan to attend the AGM in November to discuss this further.

Expert_Dragonfly_994

Who the fuck is AGM??

DataExternal4451

AGM Technology Limited, a subsidiary of AGM Group Holdings Inc., completed the sale of its wholly-owned subsidiary, Nanjing Lucun [Semiconductor](https://www.tipranks.com/compare-stocks/chips-stocks) Co. Ltd., to Hong Kong Giant Electronics Co., Limited for USD 57.45 million Market cap is 14.64m. They regained compliance.

SeaworthinessFancy40

Have you guys looked into AGM group holdings?

SeaworthinessFancy40

Yo I just noticed this ticker too. Chatgpted the fuck out of it 6-K and pasting the summary below. What do yall think? Still an 8+ ✅ What the 6-K confirms • Sale closed: On May 7, 2025, AGM Technology Ltd. (the Hong Kong sub of AGMH) completed the sale of Nanjing Lucun Semiconductor Co. Ltd. to Hong Kong Giant Electronics Co., Ltd. • Sale price: USD $57,450,000 (per the Equity Transfer Agreement signed May 6, 2025). • Subsidiary nature: Nanjing Lucun was a wholly owned subsidiary of AGM HK that made high-performance hardware/computing equipment. • Filing details: The company also filed unaudited pro forma financials (Exhibit 99.1) showing what AGMH would look like after the sale. ⸻ ⚠️ What it does not say • Cash receipt timing: The 6-K does not confirm when or how much of that $57.45M is sitting in AGM’s bank account today. The Equity Transfer Agreement (Exhibit 99.1 and the prior filing) mentions staged payments and designated entities — so it’s not necessarily “$57.5M wired to AGM parent overnight.” • Distribution / dividends: No mention of paying out shareholders, buybacks, or special dividends. The parent company may keep proceeds at the sub level or reinvest. • Parent-level accessibility: Funds are at AGM Technology Limited (HK sub). To benefit shareholders, cash needs to move upstream to the Cayman holding company (AGM Group Holdings Inc.). That involves board decisions, tax, and sometimes PRC/HK approvals. ⸻ 📊 Why the market spiked • The headline math is shocking: a $57.45M sale versus AGMH’s $4–14M market cap (depending on whether you measure at $2, $5, or $7). • Traders see that gap and buy in, expecting either (1) cash distributions, or (2) a much stronger balance sheet. • With only ~1.97M shares outstanding (tiny float), the stock is hypersensitive to this type of news. ⸻ 🔑 What to watch next 1. Pro forma financials (Exhibit 99.1) → this will show how AGMH looks post-sale: net income, equity, cash, etc. If you want, I can pull and break down the line items. 2. Subsequent announcements → Will AGM’s board commit to a dividend, buyback, or reinvestment plan? 3. Payment schedule → Equity Transfer Agreement details are key. If proceeds are staggered, market may cool off once traders realize cash isn’t all in yet.

mariusvell

AGM Group Holdings (AGMH) – Huge Sale Closed + Massive Upside AGMH just closed the sale of its subsidiary Nanjing Lucun for $57.45M 💰 – that’s over 14x its current market cap (~$4M). What this means: AGMH is now sitting on a huge cash position relative to its size. They plan to use part of it to buy thousands of Bitcoin miners and scale into crypto mining ⚡. The rest could go toward growth, debt-free expansion, or buybacks. 📊 Potential: If cash is deployed and BTC miners go online, AGMH could be valued multiples higher. This is a tiny, under-the-radar microcap that just got a huge war chest. 💡 Bull Case: $57M cash vs. $4M market cap Leverage to Bitcoin price (100k BTC = massive profits) Could be a 10x sleeper play if the market catches on Do your own DD – but this setup is wild. 🚀📈

NomadicInvestor2025

they spent $500M to get FDA approval. milestone payment to Pfizer was deferred(2029?). no other debts that i know of. given the current share count, i calculated around $12 for $500M BO (they've been hitting the atm hard). also, a lot has happened since my post. AGM meeting with a very clear overwhelming "NO" to management. awaiting reaction from management.. Sabby was revealed in last 13F

I-DontCareAnymore22

Here is a recent email sent out by a WMT maintenance employee in relation to automation (symbotic). this email was scrubbed from wmt servers. DC 6025: A Toxic Culture, a Broken Chain of Command, and My Final Message To Whom It May Concern, This letter serves as my formal resignation from my position at Walmart DC 6025, effective August 31, 2025. Let me be clear: this is not about a better offer, a bad day, or a personal issue. It’s about walking away from a system that has become actively harmful — one defined by dysfunction, hypocrisy, and a complete absence of accountability. My departure is not a career move; it’s a final act of honesty in a place that punishes truth and rewards mediocrity. Since I am not given the opportunity for an exit interview, let this letter serve as my final attempt to spark the change this building desperately needs. The Culture Is Toxic — and It Starts at the Top This building is no longer a professional workplace. It is a machine that rewards favoritism, covers up incompetence, and systematically undermines the very people who keep it running. I’ve watched underqualified and untrained individuals walk into skilled roles based on who they know — not what they know. One MST didn’t even know how to use a multimeter and has since caused tens of thousands of dollars in damage. Still employed. Still protected. I’ve watched employees lie about doing PMs, get caught on camera, and face no consequences. No write-ups. No retraining. Just silence. I watched another associate nearly blow himself up due to gross negligence — and somehow, he still works here. Certain associates continue to be shielded despite repeated incompetence. Jason Miller, my Operations Manager, exemplifies everything wrong with leadership here. He has: Appeared intoxicated on multiple Teams meetings, slurring his words, harassing Symbotic engineers, and threatening contractors — in front of witnesses. Blatantly played favorites, treating certain subordinates with care and shielding them from any criticism or accountability, while throwing others under the bus at the first opportunity. Admitted to not reading emails sent to him — and frequently responds with AI-generated replies that he doesn’t even bother to proofread. Cherry-picked candidates for roles and interviews, overlooking qualified, experienced individuals while giving opportunities to people clearly unfit for the job — often out of spite, seemingly to punish those he personally dislikes. Created division on the floor by making it clear that politics, not performance, determine advancement. He is not just disengaged — he is actively damaging morale, sabotaging professional development, and reinforcing a culture of mistrust and dysfunction. And despite all this, he continues in his role unchallenged. These are not rumors. These are facts. Documented, repeated incidents that management has chosen to ignore. And all the while, those of us who show up, care, and carry the weight are expected to keep doing so without recognition, without support, and often while training people who earn more than we do. We’re overworked and under-resourced — while management claps at meetings about 50-cent raises that don’t even keep up with inflation. Leadership by Appearance, Not Action Upper management has become so disconnected from reality that they can’t even show up for general meetings. When we gathered to hear about our “raise,” the GM was in the building but couldn’t be bothered to stay an extra 30 minutes to speak in person. Instead, we got applause from leadership and silence from the floor. That silence wasn’t accidental — it was earned. Meanwhile, money is spent on floor polish that lasted less than a month and made equipment unsafe, windows that increased internal building temperatures, and a back-dock “general meeting area” that was never used — all to put on a show for corporate visits. But when it comes to investing in associates? We’re told to ration electrolyte packets. We’re continuously short on parts to keep the place running. We’re told to make do. Contrary to what our GM likes to say, we’re not running a farm. We’re running a multi-million-dollar facility. And the people keeping it afloat are being lied to, dismissed, and slowly ground down. Even outside this facility, the dishonesty continues. At a college career fair, our company reps handed out flyers claiming that Walmart pays for schooling — conveniently omitting that it doesn’t apply to the school hosting the event. When I confronted them, their tone changed. Because the truth didn’t support the narrative. That same person, who was lying to prospective employees, just got promoted to an AGM position. That only furthers my point: there is something deeply wrong here. Grassroots in Name Only The so-called “grassroots” meetings — meant to hear associate feedback — were abandoned within months. I attended many of them. I saw the facilitators checking their phones, rushing through conversations, and making empty promises. The truth? They weren’t listening — they were performing. Just another box to check. Even with the few recent meetings, I’ve been left out for speaking up. The meetings were consistently scheduled during times when I was not in the building. To the Few Good Ones To the handful of coaches and ops who still try to lead with integrity: this letter is not directed at you. You’ve tried to hold the line. But you’ve been outnumbered, outpaced, and overshadowed by a leadership structure that values optics over outcomes and loyalty over competence. This Place Doesn’t Need Another Wake-Up Call I stayed longer than I should have. I gave more patience than this place deserved. I hoped for change — that someone, somewhere, would finally do the right thing. That hope is gone. There’s no accountability here. No transparency. No honest leadership. Just a culture of cover-ups, favoritism, and performative management. Even complaints sent to the ethics department are met with silence and no reply. I will complete any remaining responsibilities with professionalism — not because this company deserves it, but because I still hold myself to a higher standard than those who run it. Don’t insult my intelligence with a hollow “we’re sorry to see you go.” You’re not. You’ll fill the gap with another unqualified yes-man, and the cycle will continue — until enough people walk out or speak up. Consider this both. Sincerely, Andrew Wagner,

Ill_Ground_1572

Not really anything I would seriously recommend to invest. I did check out Microvast at one point because they have an AGM type lithium battery. But it's not really game changing chemistry from what I could tell. But it's definitely one area that I am trying to learn about when I get the chance.

Flat_Imagination7230

This reminds me of this clip from a few days ago At the virtual AGM of a pharma company,on August 21, 2025, a shareholder, owning a single share, delivered a fiery speech critiquing the MD's performance and poor stock results, demanding his resignation. https://youtu.be/n4Qnxz67asI?si=-H4s0zRW6Gn1mfdK

BaseballLive8618

This happned last week... Check is out in youtube "A video from GKB Ophthalmics' virtual AGM has gone viral on social media, showing a shareholder, who owned one share of the company, launching an attack on the company's management over poor stock performance."

colintbowers

A 10% stake in a publicly listed company is equivalent to controlling 10% of the vote at an election (since this is what happens at the AGM). It gives you a surprising amount of control over the company. Not to mention that it is a horrible conflict of interest.

kameeleun

I mean, it's on OTC pink, it's the wild west of exchanges... It can't be held in registered accounts, mutual funds and pensions also can't hold it, there's no options, and some brokers don't even offer it. That's a lot of volume that literally isn't allowed to touch it. Additionally, the pinksheets have a certain *je ne said quoi* about them. If almost any of my friends or family told me they bought a pinksheet I would be very concerned they got scammed and would immediately look into it for them. I mean, Jordan Belfort got started in the pinksheets. That being said, I do think it's a solid company after looking at the financial statements and reading the AGM transcript, plus I live like 20 minutes away from their office so I know it's no Aerotyne international, so I'm totally going to buy this pinksheet. I don't really care about volume for a long term investment in a company I intend to keep for many years. I'll check out the others, thanks for the recommendations. Since you love tsxv/pinksheet stocks, check out KRKNF if you haven't already (PNG.V on tsxv).

kameeleun

It has moved, it's moved 50% in 6 months. Also, I just read the transcript from the April AGM and I totally understand that jump in price from April. You're right, solid management. The only catalyst on the horizon tho is an acquisition or a buyout, and they have no timeline for that, so it's not a good swing trade. Anyways, I'll probably pick up a small amount, but in my investment account not my trading account. This is a buy and hold for me. Thanks for bringing it to my attention, it's hard to find quality in the pennies.

Historical_Stage2622

they have been since May 3rd AGM...since buffett said he is done now and made abel the ceo

sutlangm

$PRPH is having AGM On July 18 and hopefully great news are coming 🤞🏼

Front_Machine_8585

Yea I don’t know anyone who has ever used metaverse either. I feel that statistically, there isn’t this kind of nostalgia that is widespread. I feel like people process this kind of walking down memory lane by either FaceTiming their often far-away friends, or making do with whatever new group they can form outside of metaverse. Feels like there could be very niche popularity though if the metaverse involves an ownership of RWA properties linked to a privilege so extreme and maybe taboo that it’s really effed up. Maybe these people aren’t satisfied with an AGM or discord and need to feel like they are “on the ground” and “on the site” with their people. I feel like the luxury thing I had mentioned won’t really be a popular thing because ppl tend to like conspicuous consumption.

evlor1971

Auxly Cannabis up 10% today on huge volume after AGM. cbwtf [xly.to](http://xly.to)

Ok_Camp_8081

[https://www.reddit.com/r/LIBstream/comments/1ljfg64/18\_june\_agm/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/LIBstream/comments/1ljfg64/18_june_agm/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) Intersting compny, AGM LIB

Bumskelper

Okay whoever said I can demand trial by combat at a company's AGM is a fkn asshole and should be banned

Alternative-Win-8873

Earnings today and AGM tomorrow. Should be interesting.

MrMarket2022

🚨 Let’s clear up this AGM panic piece-by-piece. What’s actually going on with Nuburu? Let’s go… 1. “Alessandro Zamboni on the board = red flag” Nah — that’s actually bullish. Zamboni’s got fintech and capital markets pedigree, and more importantly, he’s part of the strategic turnaround alongside Baronini (defense) and Reggio (operations). They didn’t join by accident — they see value post-Tekne acquisition. Would they be stepping up to lead if the ship was sinking? 2. Increasing Authorized Shares to 750M That’s normal if you plan to issue shares for growth, M&A, or balance sheet clean-up. Not all shares will be dumped — authorized ≠ issued. It just gives them flexibility. Every small-cap with plans to scale does this — especially when preparing uplist or acquisition integration. The 750M is a cap, not a death sentence. 3. Delaware → Nevada move This is a tax and liability optimisation move — nothing sinister. Nevada has more management-friendly corporate laws and lower ongoing legal costs. Tons of growth-stage firms make this change. If anything, it shows they’re thinking about long-term structure. 4. Reverse Split Approval = Scam? Reverse splits are a compliance tool to stay Nasdaq-eligible — plain and simple. It’s not “one or more splits” in a sinister way. That’s legal wording. Shareholders still vote on any actual RS ratio. The RS is a tool, not a trick. 5. Indigo Capital Note Approval Let’s be real: Indigo’s already in — the vote just gives compliance clearance for more than 19.99% dilution (standard NYSE rule). They’re locking in long-term capital. You think a debt provider takes that position unless they believe in survival? It’s structured funding, not retail poison. 6. $100M Standby Equity Offering Again — shelf doesn’t mean usage. It’s there in case needed. Most won’t be touched unless at higher valuations. And guess what? If they start executing the Tekne play, those shares will be raised into strength, not weakness. Volume confirms it — smart money already sniffing that. 7. 30% Discount Clause Yep, it’s boilerplate again. Shelf offerings usually allow that range to account for market volatility and sweeten deals with institutional backers. Doesn’t mean they’ll price that low — it’s worst-case scenario language. 8. Shares on Conversion of Insider Notes That’s old debt clean-up. It’s housekeeping. Any proper reset needs legacy promissory notes out of the way. If this was toxic, they’d hide it — but they’re being transparent. 9. Auditor Approval? 10. Adjournment Provisions? 11. General Business? Basic governance stuff. Every AGM has these. Nothing shady here — just good corporate housekeeping. ✅ Bottom line: This isn’t a death spiral setup — it’s a clean-up and restructure plan backed by serious new leadership, new contracts, and real strategic direction (Tekne, defense/NATO, IP licensing). Shorts want you scared. Real investors read the full filings — and know this isn’t the end. It’s a reset. Learn to read a proxy or stop misleading others. FUD only works on those who skim

Rich-Instance-9684

Holding 79k NCNA shares and accumulating in this zone. merck'em ..... AGM June 27th.

MrMarket2022

There’s really no reason to panic about a reverse split (RS) being imminent. First, even if shareholders approve the option at the July 9 AGM, it’s just that — an option. It gives the board flexibility down the line if needed, not a green light to act immediately. Given BURU’s recent financial cleanup, the Tekne acquisition in motion, and the golden power sign-off potentially close, a RS would actually not make strategic sense in the short term. If BURU executes on its plans, the share price could rise organically through value creation — which is clearly the preferred route. Remember, executing a reverse split is costly, signals weakness if misused, and reduces liquidity. Matteo Ricchebuono and Dario Barasoni are institutional-grade players — they won’t dilute unnecessarily or rush a split unless forced to. They benefit more than anyone from higher near-term prices — just like we do.

neutralpoliticsbot

So what kinda shit can we launch at Iran right now? >Total U.S. Tomahawk inventory = roughly 4,000 remain available > AGM‑158 JASSM 7,500 rounds, plus another 3,360 JASSM‑ER extended‑range variants = ~10,860 total air‑launched cruise missiles >GMLRS (Guided Multiple Launch Rocket System) = about 46,728 rockets delivered >ATACMS (MGM‑140 tactical ballistic missiles): roughly 2,500 missiles In total we have ~ 64,000 precision‑guided long‑range munitions (4,000 TLAM + 10,860 JASSM + 46,728 GMLRS + 2,500 ATACMS initial volley capacity likely in the 10,000–20,000 range

scoobysnacks1

There is no restriction or lockin as far as i know. BOD is currently negotiating a cash for concentrate deal with a contractor. We expect details before AGM end August . I think the combination of merger and contractor details should alert a wider market.

LunarStep

$EB AGM link is live: [www.virtualshareholdermeeting.com/EB2025](http://www.virtualshareholdermeeting.com/EB2025) https://preview.redd.it/k3r4hkg6h45f1.jpeg?width=1284&format=pjpg&auto=webp&s=73a0ed822dabd7155329932e9678a821b5a2fa05

LunarStep

Bought some calls too early, on May 12th for Eventbrite. Luckly, my soonest call expiration is for 6/20. Bought about 46K worth of calls, a week or two later, it turned to 22K. Now, I am only down about 1K. They have a AGM this Thursday. Now we wait...

dvdmovie1

"People have been overusing the quote "market can stay irrational longer than you can stay solvent", but eventually reality catches up. John Hussman was bearish year in/year out for 10+ years off the 2009 bottom and had his fund go from 6.6B in AUM to 300M. Stubborn and wrong even for a short period of time can be a significant issue. How many redditors shorted the bounce in March 2020 (and then kept doubling down) because they saw the market going up and went, "this cannot be!" How many people about 5 years later at the bottom in April acted as if anyone buying a share of anything was a terrible idea - which was very similar to how a lot of this sub was in March 2020? How many people on here were talking about Nvidia as a short when it went from 100 to 200 in 2023? It feels like people want stocks to go up but only "just so" and in a matter that aligns with their view of how things should be and if it doesn't align with their view then the market is broken. Wasn't that long ago when anyone not wildly bullish is scolded, now the market is up 20% off the bottom and the general vibe of this sub is basically "not like this!" Too many people only wanting to invest in the market that they think should be, but the moment that it isn't the market that they think should be/want it to be they seem to have no interest in trying to navigate that. This sub has gone from wildly bullish to doomy (and not this one but so many of these posts have clickbait titles like they're trying to get clicks to a blog) in a very short period of time. So many of these posts have no balance. It's not really meant to generate discussion, it's people who are basically saying the same negative things over and over in slightly different ways. IMO, the reality with investing 99% of the time is somewhere in the middle, yet this sub has gone from one extreme to the other and imo neither is useful. "Stocks only go up" isn't useful (and often leads to complacency) and neither is this sort of "market cratering imminent and the dollar is destroyed, financial world ending, etc etc etc" (which generally leads to people doubling and tripling down because they want to be proven right. Even if the market does eventually correct, 20% in basically a straight line and 50%+ moves off the bottom in many names is in/of itself a substantial thing to miss out on.) Buffett called the decline a couple of months ago "really nothing" and while I don't know if it was nothing you'd think the world was ending on here at the bottom in April. The sentiment on here was at times similar or worse than the early days of a pandemic about 5 years prior. A lot of the last 5 years have created unrealistic expectations for people but the other thing that has happened is that people's investing time horizons seem to have become "what is (fill in the blank) stock going to do in the next 15 minutes?" Looking at the even slightly longer-term with your investments does make things easier. If you have a great cost basis in a great company, maybe hold that and don't try to constantly flip the position with every headline? So many people (and especially people new to investing in the last 5 years) I think have made investing far more stressful than it needs to be with this view that a 1-2% decline in some name is worth posting about. Years ago, "WHY IS MY STOCK CRATERING?" used to be a fairly rare post and was usually something down 10%, now it's a common post and usually about some popular growth stock down 2-3%. Something down 2% shouldn't cause you to potentially re-think an investment. “But if it makes a difference to you whether your stocks are down 15% or not, you need to get a somewhat different investment philosophy because the world is not going to adapt to you. You’re going to have to adapt to the world.” - Buffett at the AGM in May. " the USD being destroyed" It really hasn't. The dollar index went from 117ish in post dot-com 2002 to 72 by 2008. This year we've gone from 108 to 99. The Dollar index bullish ETF still up about 5% over the last 5 years.

LunarStep

Eventbrite had its earning on May 8th but looking forward to the AGM on June 5th 🥓

DageTheForsaken

Thrm.v is a bit of a sleeping giant at the moment. Really cheap to get in and a good time before the AGM coming up. I've had it for a year and I've got 40k shares, there's both a Canadian and US ticket depending on what you want to roll with

BearlyNotBankrupt

ABC News Breaking: "The credit rating agency known as Moody's, which recently downgraded the credit of the United States Friday, had its headquarters today in New York attacked today. Sources report a single missile struck the building where Moody's resides in. A spokesperson from the United States government speaking on the record said, "At 5pm ET, an MQ-9 Reaper launched one AGM-114 Hellfire missiles at Moody. We had reports that this Moody, if that is his real name, was a member of the gang MS-13. ICE agents were apprehensive about a show of force in 7 World Trader Center, so we decided to minimize causalities with a missile designed for anti-armor use. As you can see here, this Moody had on him an MS-13 tattoo, meaning he was a terrorist." When questioned about Moody not being a person, but an agency, the White House doubled down and simply said, "What outlet are you with? ABC? Yeah they are nasty, nasty people." As the strike occurred on a weekend, causalities were at a minimum, but five are reported dead, and hundreds injured in, and outside of the building. The New York mayor has briefly released a comment about this being "Trump's 9/11", and begged the question, "How could the US military attack the World Trade Center, again?" raising the question, what did the mayor mean by "again?" More on this and other stories, follow ABC for the latest on drone strikes in your neighborhood."

FiskerMagnus

Yikes, take a look at AGM Group Holdings instead

swissking

[https://www.tipranks.com/news/company-announcements/agm-group-holdings-sells-nanjing-lucun-stake-for-57-45-million](https://www.tipranks.com/news/company-announcements/agm-group-holdings-sells-nanjing-lucun-stake-for-57-45-million) # AGM Group Holdings Sells Nanjing Lucun Stake for $57.45 Million This is good right? The company now has 57m of cash for a 3m market cap?

uddipta

60 years leading the AGM is insane for anyone. But I get it, he wants to be in the backseat so Greg can lead the day to day. I think his vision is also taking a beating. He should still be around during the Q&A I hope. Him rambling on as a 94 year old still giving out way more useful information than you can learn from professionals today. Absolutely changed the game forever.

mrpuma2u

Congrats to those who got in on PSTV rocket, I did not believe the hype. At least my AGM bags got a little lighter today.

skystarmen

Retail owns about 30% of the stock so yes they absolutely can cause these kind of moves Institutional investors sure as shit aren’t piling into an overvalued meme stock run by a kook that just posted abysmal earnings https://on.ft.com/4e7joFK Pivotal Tesla retail investors at risk of missing AGM vote

PreventerWind

If Trump were to fire Jpow and the other 6 board members... I would put it on the level of let's say you manage a hotel. You fire the GM/AGM at the same time and tell the front desk to just handle it. But little do you acknowledge the front desk has only been working there for a week and have no experience.

a_simple_spectre

my guy the F35 is a generation ahead of anyone else and at least a decade from being replicated by not US I don't like the idea of depending on the US from this point on more than anyone else, but the F35 is here to stay also have you seen their portfolio ? F35, AN/SPY-9, UH-60, ATACMS, C-130, A-GCAS, C-5, CH-53, F-16C blk 50+, F22, JASSM, LRASM, Paveway 2, U-2, FPS-117, TPQ-53, GMLRS, AGM-144, HIMARS, JAGM, Javelin, THAAD, AEGIS this is like the future of war and they either outright built it or have their tech in its components, they aren't going anywhere until Europe can replace these, which won't happen in a couple decades

rocc_high_racks

Is he going to prosecute the shareholders when they tell Musk to kick rocks at the AGM?

Fecal_Contamination

On the bright side, AGM season is upon us. I'm gonna buy up 4 shares in some German company with a stupid name, demand we "stop all the hostile takeovers", loudly make fun of everyone's accents before eating all the mini strudels in the complementary buffet.

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Westo454

You’re thinking of AGM-114R-9X, a Variant of Lockheed-Martin’s Hellfire Missile.

sportingpool

seems too much selling, yes. buffett might retire at this years AGM. these moves would make sense in that scenario. wants to create more leeway for a successor

Aardvark_Man

There's an Aussie company I keep an eye on, and often after the AGM the stock will drop, even if it's good news. It's bizarre.

Dwaynethewok

AKTS (Akoustis) YOLO gamble play. Getting dismantled by a lawsuit by their competitor on the brink of delisting. Hoping for good news tomorrow for their AGM. Big picture is hoping they get acquired by their rival who is suing them. 4.5K shares 5 6/25 .50 Calls

TilrayIR

More FUD has entered the discussion.  Let’s clear up your misunderstanding on the AGM vote.  The vote itself does not create dilution, unlike what your question implies.  The AGM votes simply puts more shares at our disposal.  The increase in shares only occurs when we use them to buy a business, repay a convertible note (which by its definition is designed to be repaid with shares) or we raise capital.  It does not support your narrative but each of our last two acquisitions have been paid for using a combination of cash and debt, neither of which results in shares being issued.