AGM
Federal Agricultural Mortgage Corporation
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$COSM Has Now Used 16.22% (4+ Million Shares) of Its Buyback Authorization. Breaking Down the Data. Could COSM Finish Its Entire Buyback by Mid August?
COSM: The buyback story just keeps getting stronger. Here’s why I’m still bullish. (Not Financial Advice)
Why I believe $COSM can head to 55-70¢.
Wirecard 2.0 (In germany we call it Bumsbude)
RZLV Rezolve AI NASDAQ CTB 180%. Low shares Count available to borrow, company setting up a $300 million buyback scheme to shrink the float. 45 million shares short currently. AGM Tomorrow and the last day of H1 !
NVDA annual meeting today at 9am PT, stock sitting around $200... anyone else watching this closely?
Will TRIP finally see a significant move higher after the June 29 AGM?
Plan Optik AG ($P4O) – 100-person glass factory in rural Germany is the hidden bottleneck in Google’s AI network 🔬🚀
NEO Energy Metals appoints big name Chairman
The sleeping giant is finally waking up $NOK
$SABR DD: Why this Open Letter to the SABER Corporation Board is a 10x Catalyst ("Calculations" will be provided)
Everyone is panic selling NVO while the WHO is literally begging for more supply.
Ecopetrol (EC) – Political Control, Tax and Asymmetric Downside
Ecopetrol (EC) – Political Control, Tax and Asymmetric Downside
GNS – The Dominoes Are Falling: My Full 2026 "Find Out" Thesis (ERL, DRS, RICO, BTC, ASX)
$IXHL Squeeze Incoming? AGM Tonight Drops Pharma Bombshell - Apes, Load the F*ck Up Before Liftoff 🚀🩸
Red Mountain Mining Ltd - asx: $Rmx | Otcqb: $Rmxff
Red Mountain Mining Ltd - ASX: $RMX | OTCQB: $RMXFF
ITRG Gold & Silver bagger30 Give me another smallcaps with 700% GROWTH for 2025? Should to be at 25$
Cruz Battery Metals just had by far the highest volume day in years
$DFLI Dragonfly Energy Collaborates with PACCAR on Whitepaper Addressing Lithium-Powered Solutions to Reduce Idling and Fuel Costs in Trucking. Contract may be on the table. 🚀🚀
Federal Agricultural Mortgage (AGM) - RSI 21 and Price Target 226
SEPTEMBER 22nd UPDATE: Oriental Rise ($ORIS) - Most shorted stock on US Markets, $5m market cap, $43m cash balance, $71.2m net assets, $0 debt, $4m in profits last year, 94.27% short interest, 2 competitor acquisitions imminent
Who is the next AGM Group Holdings Inc. ?
AGMH – $57M Deal, $4M Market Cap. Market Asleep?
Iterum therapeutics shareholders deny key proposals, indicating a buyout. Bear case $4-5. Bull case $20-22
Bill Corl of Omega Laboratories Joins Cannabix Technologies Board of Directors
$TPIC: Can pop like a MEME, though definitely not a MEME
VISHAY PRECISION GROUP. BUY future my friends
Missed the pullback in tsla. Managed to capitalize on the rise in NVDA 0DTE 150c make 90%
Push in Germany…! AGM next week📈. Maybe one option
$CRDL Cardiol Therapeutics Reports Results of 2025 Annual General Meeting of Shareholders
No, Buffett isn’t “just sitting on cash” and here’s why this narrative is misleading.
$AGMH has experienced a significant reduction in its free float recently.
AGM Group Holdings Sells Nanjing Lucun Stake for $57.45 Million - TipRanks.com
AGM Group Holdings Sells Nanjing Lucun Stake for $57.45 Million - TipRanks.com
Why I think micro-cap Biotron Limited holds the cure for SARS-CoV-2, HIV-1 and other viroporin containing viruses
How Apple see the world has been outed
What happens to shares when a company delists from a stock exchange?
$XTRX Provides Corporate Update Following 2023 GrowUp Awards Victory as Brand of The Year
ReconAfrica Annual General Meeting - Inaugural Presentation by New CEO Brian Reinsborough
ReconAfrica Annual General Meeting - Inaugural Presentation by New CEO Brian Reinsborough
Quantum Emotion Corp. (TSXV:QNC OTCQB:QNCCF):According to CEO at AGM long term exit for Shareholders $10-$20 CAD/share
ArcelorMittal invests in Canadian Clean tech : Char Technology $YES.V $CTRNF
Element 79 Gold Announces AGM Results (CSE:ELEM) (OTC:ELMGF)(FSE:7YS)
The largely ignored $NCI.v (TSX-Venture, Canada) at $0.035 is looking to uplist to a senior exchange. Could see $1 plus. AGM is next week.
Tinka Announces AGM Results (TSXV: TK, OTCQB: TKRFF)
Laurion Mineral Exploration LME LMEFF - A Buffett Worthy Investment
This is the only publicly traded magnesium metal company HQ in the USA, Western Magnesium Corp!
What if we buy enough reddit shares post IPO to ensure the company doesn't go to hell?
This is the only publicly traded magnesium metal company HQ in the USA, Western Magnesium Corp!
The only magnesium metal company HQ in the USA! (website back up)
The only publicly traded magnesium metal company HQ in the USA!
The only publicly traded magnesium metal company HQ in the USA!
Ebix Closes 2022 with Record-Breaking Numbers on Annuity Exchange Platform
Steinhoff International Holdings - Boom or Bust Investment Opportunity
Lomiko Metals $LMRMF Hts New High Grade Zone - Starts European Road Shw
POET (Nasdaq). Overview DD. Worth looking.
POET (Nasdaq). Overview DD. Worth looking.
LMEFF/LME.V Report & Update - Potential Buyout & 800-1,400% Return
LMEFF/LME.V Report & Update - Potential buyout & 1,000-1,750% return
LMEFF Report & Update - Potential Buyout & 1,000-1,750% Return
When is the WSB AGM? Nice idea we could use
$QNC/$QNCCF is developing a Secure Messenger for Patient Health Records/Military Data. As per AGM held yesterday among other things.
LMEFF/LME.V - Laurion Mineral Exploration - Due Diligence & Buyout Target
LMEFF/LME.V - Laurion Mineral Exploration - Due Diligence & Buyout Target
LME.V - Laurion Mineral Exploration - Due Diligence & Buyout Target
NexOptic ~ $NXOPF ~ More to be revealed.
$AGMH AGM Holdings -- Explosive profitable growth flying under the radar!! ASIC mining disruptor!!
Elon Musk has not become the new owner of Twitter
A stock with hight short interest / possible naked shorts? buy + hodl + VOTE (at the AGM) not FA
High inflationary environment: Warren Buffett and Charlie Munger
RCs Own words from 2021 AGM. Feels good to read them. 🚀🚀🚀
Why would you buy the s&p 500 when you can buy a quality ETF
$LOGI Logitech deep-dive DD, the company is undervalued right now and is poised for explosive growth should current trends continue (part 1)
$LOGI Logitech deep-dive Adderall-fueled DD, the company is undervalued right now and is poised for explosive growth should current trends continue (part 1)
Mentions
Take some out and put it into high dividend stocks you’ll thank later! Safe 7% dividend preferreds AGM-F and AGCLN
The fundamentals are somewhat solid and the DCF model looks sensible. Im not an expert in ad-tech either, but I am currently long on ad tech business Verve Group media (VRV / M8G). From what I understand, ad tech is highly competitive, seasonal (elections, world cup, etc) the landscape is always changing (AI / LLM's) and regulations around data are getting stricter, every time you open a new website it asks you to allow tracking / cookies etc etc. A few % points in revenue growth every year in a market that's constantly changing isn't as attractive as it might initially look. If you like investing in beaten down stocks with high turn around potential and you are interested in the ad tech space, take a look at Verve Group media. They specialise in ID less advertising which gives them a solid moat, they are already anticipating a future in which websites will no longer be able to track your ID as a result of tighter regulations in this space. Profits have been low due to higher spend on unifying their business units into one AI powered platform, and debt is quite high due to acquisitions. Revenue is growing and margins are expanding now that unification expenses have stopped. They are currently listed in Stockholm but they are moving to Ireland (approve in AGM this year) to prepare for USA listing which will result in a re-rating, ad tech multiples are greater in USA than in Europe. The ID'less tech is real and they will have no issue getting the debt down to sensible levels. Any changes in the regulatory landscape towards improved user privacy only strengthens their moat. 2026 has been a solid year so far for VRV and the Q3 report is scheduled for 27th and this should be the first sign of them running with the momentum they've gains so far this year. NFA GLTA
It was at the AGM last year. He just said they had no plans to do so. My assumption is once they get to x cash generation where the fee is not an impact is when they will look to do so. What that is I don’t know
My AI Slop Analysis: **\[QTEX\]** Deep Dive #2 — HARD AVOID The first dive called it at $1.61 when the internet was screaming mini-GME. The stock has since bled another 45% to $0.881, and every mechanism that was going to drive it lower has now clicked visibly into place like a machine designed by someone who specifically hates your portfolio. Here is what you are actually looking at. A failed Israeli life-support device company that spent four years proving it could not sell its product, filed thirteen separate equity raises since its 2021 IPO to keep the lights on anyway, and then in May 2026 put on a quantum computing costume and ran headlong into retail Twitter. The costume worked for about three weeks. The stock went from $0.37 to $3.85 and then physics reasserted itself, giving back 77% off the peak. The officers sold $371K worth of shares into that pump — the CFO and COO cashing out between May 27 and June 1 at prices ranging up to $3.51. Not a single one of them has spent a personal dollar buying shares at the current $0.881 where, by the company's own quantum-narrative logic, the opportunity has only gotten more attractively priced. Funny how that works. Zero open-market cash purchases in the past year against eight insider sells, and the most recent insider activity is another 550,000-share grant issued to an officer who already paid himself $321K worth of stock at the $3.37 peak. The people who know every line of this company's books have had months to buy at prices 75% lower than where they sold, and none of them have pressed the fucking button. Before you think about touching this on the dip, understand what's on the calendar. Twelve days out — August 6 — is earnings, the first look at whether any of the commercial momentum announcements translated into actual recognized revenue. The company has now disclosed three separate commercial transactions and every single one of them came with a disclosed dollar amount of zero, nothing, absolute zip. The CEO did promise that revenue would exceed the most recently reported annual revenues of certain publicly traded quantum computing companies, which is a sentence you can make true with a $5,000 purchase order since some early-stage quantum hardware names reported under $500K in their first year. The current TTM is $289K against a $49 million market cap. If August 6 prints a genuine surprise, the thesis cracks. If it prints another quarter of sub-$100K, you have your answer. Any position into that date is a pure event trade — size it like the coin flip it is, not like a thesis. Thirty-four days out is the Annual General Meeting on August 28. Most of the agenda is insider-pay theater: raises for the CEO, RSU grants to the Chairman, director fee bumps across the board. The load-bearing item is a proposal to increase authorized share capital. They already have 55.7 million shares outstanding and enough warrants and grants outstanding to push the fully diluted count to 77.9 million — a 40% dilution overhang sitting above the float right now. They need more authorized shares to keep the machine running. This is not a growth company raising capital for an acquisition. This is a company asking shareholders to vote on the next batch of paper before the current batch finishes printing. On July 21, the company filed to register 6.79 million additional shares — Armistice Capital's warrants from the February 2026 private placement, exercisable at $0.70. Those are already in the money at $0.881, which means Armistice can convert and flood the market at any moment they choose. On the same day they filed yet another employee stock plan registration — their fifth or sixth such filing, because you can apparently never have too many grant spigots aimed at your existing shareholders. The one genuinely clean piece of capital structure news: the 1.64 million IPO Warrants at $5.50 expired worthless on July 15. That is the complete list of positive developments. The new board member, Dr. Shlomit Chappel-Ram, is the real deal — formerly VP R&D at Nano Dimension with hands-on AME hardware experience and peer-reviewed IEEE publications. She is the most substantively credible addition since the rebrand. She is also exactly one board seat inside a structure built around serial dilution and a management team that has put zero personal cash into the stock at these prices. The situation that did not exist at the prior dive has now arrived: three consecutive closes below Nasdaq's $1.00 minimum bid threshold — $0.906, $0.886, and $0.881 on July 22-24. The rule requires thirty consecutive closes before a formal deficiency notice lands. The company already burned through a prior 180-day cure window before the May-June pump rescued it. This time the pump already ran, already failed, and the retail crowd has gone completely silent. The cure options — stock recovers, reverse split, or another equity offering — are all bad for anyone holding at current prices. The AGM to approve more authorized shares falls about a week after the rough end of the recovery window, right around when the deficiency notice could be arriving. Revenue is $289K TTM, dilution is structural and accelerating, insiders treat it like something to sell, not accumulate. **Scalp:** August 6 earnings is the one real event trade in the window. If the commercial order dollar amounts get disclosed and surprise upside, you get a pop worth playing with a hard floor below $0.75. Sized like the binary it is. **Short:** Structurally correct, tactically difficult — borrow is expensive and a single unnamed-partner press release can spike this 40% intraday before you can adjust.
“According to **Anduril**, the **main payload module** can be configured to carry: Military logistics software Up to **10 air-to-ground missiles**, including **AGM-114 Hellfire**, **AGM-179 JAGM** or **Anduril's Barracuda-100M** Up to **16 launched effects**, including the **Altius-600** Up to **76 individual 70mm rockets** In addition, the **nose payload module** can simultaneously carry **12 counter-UAS effectors**, enabling the aircraft to engage **aerial threats** while carrying weapons for **ground attack missions**.”
I think it is a malt beverage called an AGM or something. I am not super heavy into Korean tax avoidance, more of a hobbyist. I don't drink it I go with Cass.
There was a press release about the 100k shares purchased but nothing about the AGM. If they are going to release another one, I’d expect it before 6 or 9:30am tomorrow.
Hang in there, with the buyback and the AGM, i'm hopping it'll bring us to 50-70¢.
Thank you for your encouraging words. The AGM is tomorrow and I'm really looking forward to what they have to say.
Damn, right before the AGM on July 15th. I’ll trim accordingly.
That’s a fair point, and I agree that the current margins don’t justify a premium valuation today. My thesis isn’t based on the current 12% gross margin. It’s based on whether management can execute on the transition they’ve outlined. The legacy wholesale business is low margin, which is exactly why they’ve been pushing higher margin segments like their proprietary 18 Series products, contract manufacturing, and other branded healthcare products. Management is targeting gross margins of around 35% by 2029 and expects profitability beginning in 2027, but they’ll need to prove they can deliver on those goals. As for the digital asset strategy, I understand why some investors don’t like it. Personally, I’m more interested in the operating business, the ongoing buyback, and whether they can continue growing revenue while improving margins. If those pieces don’t materialize, then I agree the upside becomes much harder to justify. That’s why I’m watching the July 15 AGM and the Q2 results expected in mid August. Those should give investors a much better indication of whether management is executing or simply telling a good story. If you’d like, I can also make it sound a little more like a typical Reddit reply by making it shorter and a bit more conversational.
Went to an AGM of some midwest rustbelt shitco that i own stock and stood up and said loudly "i hereby declare forewith a cabal like in them succession movies". Promptly escorted out by a burly security guard. Not like in the picture films at all let me tell you.
Moreover they have Annual General Meeting (AGM) – July 14, 2026
I for one cannot wait for WSB to rock up to the next Wendy's AGM in force.
Correct. Keep in mind it’s approval for the authorization of a 20-1 within 12 months of AGM. I don’t see them executing on it till share price reaches 50c+
Great update and can’t wait for more updates at the AGM next week. The potential is massive here!! 🙌
Allright folks, I know a lot of you are getting jittery and nervous given how much this keeps dragging out. I just want to remind everyone that what Chardan appear to be doing here is borderline some of the greatest financial engineering you will ever see - they are spinning so many plates and everything must be de-risked to the Nth degree in order to execute this properly. As we all know, we've had a few recent developments: \- SONM received NASDAQ delisting notice on 22nd May \- SONM cancelled the ChEF \- SONM announced a pivot into decentralised AI \- Qumulus filed an unexpected 6th amendment to their S1 So what the hell is going on? Let's start with Qumulus and the direct listing. Some highlights from their most recent S1-A: \- ATW facility doubled to $90 million \- New co-location facility in Denver, Colorado \- $124 million in secured contracts \- Q1 financial statements prepared Now I can already hear the wheels spinning in your head: if they have secured contract pre-payments and a $90 million facility, do they really need a public vehicle? Can't they just proceed with direct listing? Theoretically the answer is yes - IF everyone involved in this transaction hates money. Yes they have the $90 million and some prepayments, but this is a drop in the water when compared vs their 2026 business plan of 23k B300s, which would require roughly $1 billion. It's worth noting that the [USD.AI](http://USD.AI) facility they signed up to last October has now been completed tapped. Because they have had zero cash the last 8 months, they've not been able to find the 30% they needed for the deposit, and they've only been able to use $20 million of the facility and everyone else has jumped in front of them and signed $550 million in term sheets even though [usd.ai](http://usd.ai) only has $350 million or so in deposits. So Qumulus are even more fucked than they were 3 months ago because the entire facility is gone until [usd.ai](http://usd.ai) find more depositors. Meaning they need a reverse merger vehicle more than ever. The $90 million from ATW & pre-payments gives them enough to buy roughly another 2k GPUs - a drop in the ocean. Other reasons they won't direct list: Firstly, if they were to proceed with the direct listing, it would mean the company cannot raise money via capital markets for 1 year. A one year delay in raising capital = 1 year delay in execution, meaning 1 year's worth of lost contracts, which could be in the billions. It ain't happening. Secondly, direct listing means anyone with more than 10% is locked in and cannot sell. Guess who has more than 10% of the company? The two founders. If a direct listing happened, the two founders would be left holding the bag. Don't believe me? Look at the last 18 direct listings since end of 2024. The majority of those companies are either 80% down, trading under $1 or have delisted. Direct listings are liquidity events. Qumulus need capital. Thirdly, ATW are Chardan's sister company - they share a co-founder. They are financially motivated to maximise Qumulus' share price. Fourthly, the legal opinion of Fox Rothschild - Qumulus' lawyers - remains absent. It is the only missing exhibit from the most recent S1-A. If Qumulus was genuinely going for a direct listing, why leave out the legal opinion to be filed later down the line, which would mean another round of SEC review and further delay? Take a look at any other direct listing on edgar from the last 18 months - the legal opinion either appears in the original S1 or within 1 or 2 amendments. We are six amendments in and the legal opinion is missing. Why? Because the legal opinion will be different for a reverse merger. Let's move on to SONM. Hindsight is beautiful thing. Admittedly I have not predicted everything perfectly and I don't have a crystal ball. But what I have realised with every filing/event is that things make more and more sense with the benefit of hindsight. I strongly believe the NASDAQ delisting warning was manufactured as a catalyst by Chardan (not that it needed much manufacturing). By manufacturing, I mean delaying the transaction long enough such that an external event - nasdaq's delisting threat - necessitated the transaction. This event provides SONM with the perfect cover to complete the transaction without the accusation that the merger was pre-planned. No SEC lawyer will ever successfully argue that a publicly listed company manufactured its own delisting threat - it would sound utterly ridiculous to any judge. Something similar happened with Movano/Corvex: within 1 week of the NASDAQ delisting warning, they signed an LOI to explore a reverse merger, which completed a few weeks later. The ChEF cancellation was expected - you cannot sign a merger deal while an offering of shares is valid that the merger counter-party has no veto on. This is exactly what happened again in the case of Corvex/Movano. Their S1 says: "We will not sell any Purchase Shares to Chardan without the prior written consent of Corvex (as defined below) prior to the closing of the Merger" Additionally, Chardan cannot have an active ChEF with SONM while advising Qumulus on the merger because there would be a conflict of interest. This was also the case again with Corvex/Movano: "the draft term sheet delivered on June 7, 2025 reflected the parties’ understanding that Chardan had been acting as advisor to each of Rorschach and Sonnet, and that **Chardan intended to resign from the latter engagement** with respect to the Transactions prior to execution of the term sheet. The draft term sheet also anticipated that Sonnet would **reengage Chardan as its advisor with respect to any financing in support of the Transactions**," So the ChEF cancellation had to happen, and it will re-appear in the merger S1 prospectus once the 8k is filed. Now let's talk timelines. We have a hard deadline of 26th September because this is the "public listing date" set out in the ATW convertible note. If Qumulus is not public by then, ATW liquidates Qumulus. They have a gun to their head. And that gun is the direct listing itself - remember what I said about the founders? Now, realistically there is an even sooner deadline: mid-August. There are three converging events pointing to this date: 1) SONM AGM - must be within 13 months of last AGM, which was 18 July last year 2) SONM Q2 results - due 15th August, another quarter of no revenue = death sentence 3) Qumulus Q1 statements - these go stale on 13th August All this means that a shareholder vote must be held by 13th August at the latest. Working backwards, shareholders must have at least 20 days' warning of the vote, and the SEC must have at least 10 days to review the proxy. This puts us at an announcement by Monday 13th July at the absolute latest. However, it leaves no headroom if the SEC has further comments on the prospectus (theoretically it should not if the S1 has been completely derisked & fully reviewed via the direct listing process). It also does not account for the fact that the NASDAQ hearing must likely happen before then. About the NASDAQ hearing panel. If the plan SONM are presenting to Nasdaq is a transformative merger, they need to have 'pro forma' financials that are not stale. Pro forma = as if. In other words, what the financials of the combined company would look like. So in this sense, the Q1 financials we saw this week in the most recent Qumulus S1-A were mandatory, and they are doing well to again get these reviewed by the SEC before the panel happens. All this to say: everything is pointing towards an announcement around end of June/beginning of July. This also coincides with 3 other things we know: 1) The now defunct put option, which had an expiry date of 30 June 2) The QumulusAI roadmap - according to their own tweets, GPU deployment ramps to 9k GPUs in Q3 3) The IXP deployment plan - which begins [by July ](https://www.qumulusai.com/articles/moonshot-and-qumulusai-announce-strategic-agreement-with-connected-nation-internet-exchange-points-to-deploy-a-nationally-distributed-ai-compute-and-internet-exchange-platform)latest according to their own press release I'm not going to sit and pretend like I haven't given 5 or 6 wrong predictions on dates before. But in hindsight, it's easy to see why I was wrong. Someone mentioned earlier in the comments that this path was supposed to be faster and if anything it has been slower. And yes, I was wrong to think they went about it this way because it would be faster. They went about it this way because it was the only way they could do it, and that has meant waiting and putting on a show for the regulators. I should say here that Chardan do not appear to be doing anything illegal by engineering things this way. They just appear to be bending the rules of what is allowed. One final note. I too have wondered if there are other public vehicles that they could pivot to and my search yielded nothing. I screened over 4,000 NASDAQ companies with the following criteria: 1) Under $100 million market cap 2) Trading over $1 dollar 3) US-based (important if they want to chase government contracts, which they do) 4) Under 5 million outstanding shares This screening yielded some 63 companies out of the 4,000+ listed. I then looked at all 63 companies more closely - press releases, filings, financial advisors, the works. None of the companies presented links as strong as SONM, and the few possible candidates (roughly 5) either had issues with their corporate governance, share structure or just bad finances. It's SONM or bust for Qumulus. And bust would be a direct listing. Let's see if everyone involved here - Chardan, Qumulus, SONM, DNA & ATW - hates money. I'm betting on everyone's self interest.
Trading based on AGM …buybacks
Because of buybacks period…regards don’t get it ..listen to AGM meeting.
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.
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
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
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.
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
Oh it’s Spectres AGM.
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
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.
u/swampassOG bought ALM and AGM this week This is not financial advice ####--LIGMA
An AGM-65 Maverick missile will be ringing the bell on Monday morning at Wall Street it seems.
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.)
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.
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.
If you were going to suggest a missile with swords I got bad news… the AGM-114R9X already exists.
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.
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.
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.
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%
So... how ya'll holding up? When's the Wendy's dumpster AGM?
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
AGM meeting tomorrow … fingers crossed cross we hear good news.
>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
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 😂
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.
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.
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.
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?
AGM is blatantly wrong. My model predicts an average return of 6.27% for the same period.
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
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.
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
INTS has back-to-back binary catalysts: the VP speaking at a conference (21st) and an AGM with a reverse split vote (22nd).
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
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.
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.
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)
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
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
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
Lockheed Martin AGM114 Hellfire. $220,000 a shot
AGM114 Hellfire. Made by Lockheed Martin. $220,000 per shot.
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.
It's valued because it's struggling to make money and there's talk of reverse splitting and dilution at the next AGM.
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.
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,
That's the NASDAQ deadline. Their AGM (including reverse split vote) is on October 15th.
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.
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).
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.
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.
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.
Who the fuck is AGM??
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.
Have you guys looked into AGM group holdings?
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.
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. 🚀📈
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
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,
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.
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
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."
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.
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).
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.
they have been since May 3rd AGM...since buffett said he is done now and made abel the ceo
$PRPH is having AGM On July 18 and hopefully great news are coming 🤞🏼
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.
Auxly Cannabis up 10% today on huge volume after AGM. cbwtf [xly.to](http://xly.to)
[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
Okay whoever said I can demand trial by combat at a company's AGM is a fkn asshole and should be banned
Earnings today and AGM tomorrow. Should be interesting.
🚨 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
Holding 79k NCNA shares and accumulating in this zone. merck'em ..... AGM June 27th.
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.
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
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.
$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