CF

iamgrzegorz

Thank you for your concern, I assure you I’m doing fine. Was I lucky? Maybe. Does market just „like” Cloudflare and „doesn’t like” Beyond Meat? CF has been growing healthily every single quarter since 2020, Beyond Meat peaked in 2022 and has been in decline since then, so I think it’s more than just „liking” a company. Is my strategy repeatable? I didn’t even say sticking to a falling stock is my strategy, I literally just answered OPs question with a single data point from my own experience

OrdinaryWeekly7468

Cloudflare is mainly a security and edge computing company at this point. CDN is a critical part of what they do, but I wouldn't call it the main thing anymore. You can migrate security away from CF to something else, but it's a pain in the ass.

Maine2Maui

Do a rent or buy analysis to help decide. Also, assume when you retire you can move to a lower cost area. You can even look at buying in one now and renting it out. Your income can help pay for it and if you have positive CF even better. Buying is not always the only answer if you have a good rent situation. I bought outside of Hawaii because our costs were WAY CRAZY. I had a nice condo and hated the fees until I compared them to the cost of moving up to a single family ($400k minimum to match the condo location, finishes and space). Instead bought out of state and my renter is paying most of my mortgage. I kept my rent fair to get and keep a good tenant who treas the place well, does the yard etc and it wasn't $400k then. I do have family in the area to check on things too but you can get a property manager for about 10%. Just my approach.

sirzoop

I am literally just quoting the website you linked. Based value companies are defined by having low valuation metrics (such as a low P/E ratio or book value). Value traps are companies with low P/E ratios or book values that have awful fundamentals. All value trap companies are value companies by definition. But not all value companies are considered value traps, only the ones with declining fundamentals are. From your link: >Value stocks are usually larger, more well-established companies that trade below the price that analysts feel the stock is worth, depending upon the financial ratio or benchmark used as a comparison. For example, the book value of a company’s stock may be $25 a share based on the number of shares outstanding divided by the company’s capitalization. Therefore, if it trades for $20 a share at the moment, then many analysts would consider this to be a good value play. >Stocks can become undervalued for many reasons. In some cases, public perception will push the price down, such as if a major figure in the company is caught in a personal scandal or the company does something unethical. But if the company’s financials are still relatively solid, then value-seekers may see this as an ideal entry point, because they figure that the public will soon forget about whatever happened and the price will rise to where it should be. >Value stocks usually trade at a discount compared to P/E, book value, or cash flow ratios. Sometimes, stocks fall into both value and growth categories. These stocks are seen as undervalued yet also hold potential for growth. Morningstar classifies all of the equities and equity funds that it ranks into either a growth, value, or blended category. From my link: >A value trap is an investment that looks cheap based on metrics, such as price to earnings (P/E), price to cash flow (P/CF), or price to book value (P/B) ratios, but remains undervalued for good reason, often due to underlying business or industry weaknesses. >These persistently low valuations can persuade investors seeking bargains, only for the stock to fall further. Recognizing the warning signs, like declining earnings or structural issues, is necessary to avoid these deceptive investments. >A value trap appears attractive because of low valuation metrics, but the stock often continues to decline due to weak fundamentals or limited growth potential. These companies may face financial or management instability, making their low prices a warning rather than an opportunity. >Value investors are especially prone to these traps, so it's important to investigate why a stock is cheap and use thorough fundamental analysis to distinguish temporary setbacks from lasting problems. >

symolan

Cashflow is certainly the key, just usually, you don‘t really get the info needed to really assess that either. You‘d need a full business plan and management discussion in order to understand what will happen with investment CF. And as usually in public companies, you don‘t get that, I take any additional data point available. At least when I can be bothered…

PIK_Toggle

It’s the CF proxy used by the entire industry. If your argument is that free cash flow is a better metric, then I’d probably agree with you. If you think that EBITDA is a fake number that can be gamed, then it depends on what quantifies as an add-back.

AlfredoAllenPoe

Discounted Cash Flow. I project out revenue and profits for 10 years based on what I think will happen to the company and then discount those profits back to the present. Cash today is worth more than cash in the future, so future cash flows must be discounted to determine their present value. If the present value of the future cash flows produced by a share is greater than the cost to purchase a share, it's a buy for me. The discount rate is based on how risky a company's future cash flows are. A company like Crocs would have a much higher discount rate than a company like Microsoft since Microsoft is way less risky than Crocs. Their profits are more secure. A discount rate is the risk-free If a company produces $100 in profits this year and grows at 10% per year for the next 5 years, a cash flow projection would be 2025: $100.00 2026: $110.00 2027: $121.00 2028: $131.10 2029: $146.41 But those future cash flows must be discounted back to the present. Dollars today are worth more than dollars in the future due to opportunity cost and inflation. If I use an 8% discount rate, the present value of the future cash flows can be determined using PV = CF / (1+r)^t For example, 2026 would be $110/(1.08)^1 = $101.85. I would receive $110 a year from now, but I should only pay <$101.85 for the right to receive that cash specific years worth of cash. For 2027, it would be $121/(1.08)^2 =$103.74, and so on. If you do this for all of the years and add a terminal multiplier for future growth, you can figure out what market cap should be based on your projections. If the Net Present Value is greater than or equal to $0, you should purchase the company according to financial theory. You can find some videos on YouTube that go over it

AlfredoAllenPoe

Discounted Cash Flow. I project out revenue and profits for 10 years based on what I think will happen to the company and then discount those profits back to the present. Cash today is worth more than cash in the future, so future cash flows must be discounted to determine their present value. If the present value of the future cash flows produced by a share is greater than the cost to purchase a share, it's a buy for me. The discount rate is based on how risky a company's future cash flows are. A company like Crocs would have a much higher discount rate than a company like Microsoft since Microsoft is way less risky than Crocs. Their profits are more secure. If a company produces $100 in profits this year and grows at 10% per year for the next 5 years, a cash flow projection would be 2025: $100.00 2026: $110.00 2027: $121.00 2028: $131.10 2029: $146.41 But those future cash flows must be discounted back to the present. Dollars today are worth more than dollars in the future due to opportunity cost and inflation. If I use an 8% discount rate, the present value of the future cash flows can be determined using PV = CF / (1+r)^t For example, 2026 would be $110/(1.08)^1 = $101.85. I would receive $110 a year from now, but I should only pay <$101.85 for the right to receive that cash. If you do this for all of the years and add a terminal multiplier for future growth, you can figure out what market cap should be based on your projections. If the Net Present Value is greater than or equal to $0, you should purchase the company according to financial theory. You can find some videos on YouTube that go over it

CannaVestments

Overall a solid Q3 showing from GTI, with continued cash flow generation, positive net income, and modest YoY growth, although margin declines continued as price compression in core markets continued to weigh on results and led to the largest same-store-sales declines in some time. A lean balance sheet and strong CF profile has provided the company flexibility, allowing them to pursue the few growth markets available in 2025 (namely AU in Minnesota showing up in Q4, the fastest growing state market in NY, and the hemp-derived opportunity through RYM), and they notched another potential win as adult-use in Virginia became a lot more likely in 2026 as Dems took the governor's office yesterday. Full review: **Revenue:**  QoQ: $293.3M to $291.4M / YoY: $286.9M to $291.4M *Down slightly sequentially and up 1.5% from last year, right at consensus of $291M. Largely the same base of assets sequentially as their new PA store and adult-use launch in Minnesota both occurred right at the end of the quarter. Wholesale was up 8% while retail was down 1% YoY. Looking ahead, additional store openings in OH, AU sales in Minnesota, and continued growth in NY will drive near-term growth while adult-use in Virginia becomes a likely 2026 story with the governor election results yesterday. Keep an eye on Agrify/RYM results as well given their majority ownership of the company.* **Adjusted EBIDTA:**  QoQ: $82.7M to $80.2 / YoY: $89.2M to $80.2M *Down 3.0% sequentially and 10.1% from last year, a steep drop to their lowest mark in years. Margin drops to 27.5% from 28.2% last quarter and 31.1% last year, slightly shorter of expectations of $82M. Price compression and increased brand investment spend as forecasted by the company weighed on the margin profile- an area to watch in the coming quarters.* **Gross Margins:**  QoQ 49.9% to 49.4% / YoY: 51.4% to 49.4% *Steady sequentially but down from last year as management pointed to continued price compression in core markets of IL/NJ/PA.* **Operating Expenses:**  QoQ: $106.8M to $107.3M / YoY: $105.0M to $107.3M *Up slightly sequentially and YoY, although solid considering the new stores opened during that time.* **Operational Cash Flow:**  QoQ: $56.4M to $74.1M / YoY: $47.7M to $74.1M *Unlike previous years, GTI is letting their income tax payable accumulate to a certain extent in 2025, perhaps waiting to see if S3 is passed and for 280e not to apply in calendar year 2025. Adjusting for unpaid taxes, OCF was $34.2M in Q2 and $124.8M YTD compared to $144.8M through Q3 2024. Still the strongest tax-adjusted OCF in the industry by a wide margin although down from last year given margin declines. CapEx was $17.5M in Q3 and $66.4M YTD.* **Cash:**  QoQ: $176.9M to $226.2M / YoY: $173.6M to $226.2M *Jump here as positive OCF more than offset CapEx spend. GTI also lent money to RYM who then paid GTI back in their brand IP purchases which resulted largely in a wash overall on investing actility. Debt stands at $247.4M and income tax payable of $81.6M.*

Aggravating_Lychee99

For anyone curious about the news behind this company, I made a post (just four days ago) linking articles about the moves they're making with the UK courts, and deals that they are negotiating with the Puerto Rican government: [https://www.reddit.com/r/pennystocks/comments/1okvk5t/nfe\_is\_at\_huge\_discount/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/pennystocks/comments/1okvk5t/nfe_is_at_huge_discount/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) The Wall Street Journal also published an article about NFE very recently: [https://www.wsj.com/articles/puerto-rico-board-seats-become-battleground-in-16-billion-debt-restructurings-3c598a73?gaa\_at=eafs&gaa\_n=AWEtsqdSa5E\_vCIOO53Uya6HIOE24AUVLkvv6hpT6W9-ul7m6S2nmWI6pzBc18wP\_dA%3D&gaa\_ts=6904ce98&gaa\_sig=nTxDqJiQj3LCq29CF0InH5mVrsilONq4J-WKiq\_C-R3zldTrECOQpR\_aTlYH4p\_HuABRETGXFBz6XQfcS3hY8A%3D%3D](https://www.wsj.com/articles/puerto-rico-board-seats-become-battleground-in-16-billion-debt-restructurings-3c598a73?gaa_at=eafs&gaa_n=AWEtsqdSa5E_vCIOO53Uya6HIOE24AUVLkvv6hpT6W9-ul7m6S2nmWI6pzBc18wP_dA%3D&gaa_ts=6904ce98&gaa_sig=nTxDqJiQj3LCq29CF0InH5mVrsilONq4J-WKiq_C-R3zldTrECOQpR_aTlYH4p_HuABRETGXFBz6XQfcS3hY8A%3D%3D) And additional info on the UK efforts: [https://ts2.tech/en/new-fortress-energy-seeks-u-k-lifeline-to-dodge-bankruptcy-shares-crash-as-9-b-debt-weighs/](https://ts2.tech/en/new-fortress-energy-seeks-u-k-lifeline-to-dodge-bankruptcy-shares-crash-as-9-b-debt-weighs/)

greytoc

Yes - it's legit in the sense that it's legal. No - I don't use them. The few times that I engaged in private equity investments - I prefer not to use a private placement broker or secondary marketplace since it's not worth it to me. Hiive and Startengine are entirely different. In general - if you are unfamiliar with private equity investing or Reg CF/A+ offerings - you should avoid it.

Aggravating_Lychee99

Yeah, WSJ also posted about them today: [https://www.wsj.com/articles/puerto-rico-board-seats-become-battleground-in-16-billion-debt-restructurings-3c598a73?gaa\_at=eafs&gaa\_n=AWEtsqdSa5E\_vCIOO53Uya6HIOE24AUVLkvv6hpT6W9-ul7m6S2nmWI6pzBc18wP\_dA%3D&gaa\_ts=6904ce98&gaa\_sig=nTxDqJiQj3LCq29CF0InH5mVrsilONq4J-WKiq\_C-R3zldTrECOQpR\_aTlYH4p\_HuABRETGXFBz6XQfcS3hY8A%3D%3D](https://www.wsj.com/articles/puerto-rico-board-seats-become-battleground-in-16-billion-debt-restructurings-3c598a73?gaa_at=eafs&gaa_n=AWEtsqdSa5E_vCIOO53Uya6HIOE24AUVLkvv6hpT6W9-ul7m6S2nmWI6pzBc18wP_dA%3D&gaa_ts=6904ce98&gaa_sig=nTxDqJiQj3LCq29CF0InH5mVrsilONq4J-WKiq_C-R3zldTrECOQpR_aTlYH4p_HuABRETGXFBz6XQfcS3hY8A%3D%3D)

Individual-Motor-167

Cantor Fitzgerald and Tether. We know CF got money and through relationships it seems quite likely Tether did also.

PaperHandsTheDip

The only way I can think of to scale this is to hire a bunch of guys to manually input the shit for you. Crowdsource accounts and do arb between different accounts / names. You can obfuscate all your arbs if you have multiple people. Difficulty of figuring it out who is "in the group" and who isn't grows exponentially as people increase linearly due to combinations of accounts you can arb inbetween. For example - a group of 6 people may be enough to run a sophisticated arb operation on. We know bookies blacklist people / talk to each other (just like casinos) -- so you gotta be smart about it. For example - if you have 6 accounts / people, A,B,C,D,E,F. You arb between A (long) and B (short) on two different brokers. You can do the combinations AB AC AD AE AF \-- BC BD BE BF \-- CD CE CF \-- DE DF \-- Never run the arb between two accounts with the same name. This gives you 14 unique ways to run arbs while minimizing risk of getting caught. With 10 people you basically can run hundreds of arbs in different combinations. Obfuscation is one way to remain undetected.

Ltshineyside


InvestigatorWooden33

JPM earnings better pay for the CF hood for my stinger

No-Consequence-8768

Tell him I did the same(much larger$$$) Mid March, got Margined CF17(they call it) called April 10th at -107%. They sold my House and my 2nd Born!

Independent_Name_601

Thank you for your insights on this. From a consumer standpoint both companies offer similar but different experiences even though they operate similar ports and excursions. They definitely feel different when on board. Reviewing the numbers: By all indications (other than top line) RCL appears to be a better run company - if you see something different I am all ears. Top line revenue is a growth metric but it looks at a point in time, given that CCL is larger than RCL it’s not a surprise they have a higher revenue reported. In my thesis I look at change in revenue over the past 5 years RCL crushes CCL. 50% growth in revenue ($10.95B in 2019 vs $16.48B in 2024). CCL has around 20% growth, still respectable ($20B in 2019 vs $25.02B in 2024). In 2019 total cruise revenue was $53.3B over industry. This means at the time, CCL owned about 40% of the market. With RCL, they owned a combined 60% of the market. Fast forward to 2024 and the combined revenues of CCL and RCL are 41.5B vs $55.66B (total cruise revenue was virtually stagnate over the 5 years due to COVID travel), yet CCL was only able to grow revenues from $20B to $25B and control 44.9% of market - whereas RCL has increased revenues to $16.48B and improved their market share to 29.6% of market. Still less than CCL but based on their growth and projected growth they will eclipse CCL as top Cruise line in near future, and likely be able to do it with less passengers which creates higher demand and pricing ability and better overall efficiency. Further, as I noted CF, FCF, levered FCF, etc are all better for RCL - which adds to their attractiveness as an investment, despite the debt loads of both companies. Now, the risk is definitely in play because CCL could acquire an additional cruise line and bolster their financials. Especially with their focus on debt repayment. Also as I note above RCL is still a smaller line than CCL (about 70%) of the size. If current metrics are maintained for both companies my guess is RCL will be top cruise line on all valuation metrics sometime in early 2030s. CCLs moat is being chipped away at by RCL and smaller cruise lines. Their stock price, even with the higher valuation on a P/E basis is poised to continue to go higher. I do think both companies will see decent returns, you won’t go wrong with CCL, but overall I think opportunity is higher with RCL. Even during COVID this was true, and coming out of COVID CCL is still lagging RCL at the stock market level.

Kenyan_Cowboy

Agreed! HydroGraph has one of the most exciting stories in the advanced materials space right now. Graphene’s potential is off the charts, and if HydroGraph’s process truly delivers high-purity, scalable production, that’s a huge technical edge. The recent U.S. patent definitely adds legitimacy to the IP side, and the Austin relocation shows they’re serious about positioning for growth. That said, **it’s still early-stage territory.**.. Turning groundbreaking science into commercial products takes time, partnerships, and capital - and most of the big upside depends on execution*.* Scaling production profitably, landing long-term customers (Q4 2025?!), and keeping dilution under control are all real challenges that will decide whether this becomes the next major materials player or just another promising story. Their[ new investor deck](https://docs.publicnow.com/viewDoc?filename=207719%5CEXT%5CF857C5EB6DAF05BB82B73AADD84E6BDF2347A226_89175F0DBDA6B26B240B1570C56A7DB5D14CA2F4.PDF) looks positive, as are the CEO's recent interviews. The next 11 weeks are going to be important, as they have promised some contracts in Q4 2025 (tonnage!). I believe this will help ease people's (especially my) minds and drive the stock up towards the $4 target for early next year. So yeah, the upside looks massive... but some patience and proof will be key. Exciting times ahead if they can keep delivering and you have the balls to hold strong 🚀 I'd be keen to hear what people are using to keep track of the company and do thier or DD on HGRAF? I found this link super useful, [https://thecse.com/listings/hydrograph-clean-power-inc/news-releases/](https://thecse.com/listings/hydrograph-clean-power-inc/news-releases/), as well as the many YouTube interviews and other investor boards. But if there is anything else, please do share.

tstrand1204

VFF. No net debt. CF and earnings positive.

Mediocre_Wave_7441

EPS negative bcz of Depreciation, non cash expense (accounting expense and not an economic expense) as Capex already incurred. With EBITDA positive they will be CF positive at some soon, its cash what matters. Although they need future CAPEX but that will be funded through revenue and if they can improve EBITDA margins this means cash.

disloyal_royal

Supply and demand is a reasonable thing to discuss. I’d say that the PV of Future CF is the demand so it’s the same thing I’m saying. But the first guy said > It's all supply and demand. If someone pays for it at X, that's why the price is at X. In supply and demand price is the output not an input, which is what makes it a circular argument

TheoryInttro

Martial arts nerds are a thing. CF: Zuck.

Jeff__Skilling

Yeah, buying DIS in Q3 2020 when we had no clue when COVID was going to end, so nearterm CF expectations would have been in the shitter for all any major players that need movie theatres and amusement parks up and running. Not to mention the huge capex spend tied to getting Disney+ up and off the ground.

kokatsu_na

**GTER Globa Terra Acquisition** 0.12 152.2 - Deeply undervalued SPAC, good potential for arbitrage +++ ~~ORIQ Origin Investment~~ I 0.13 60.6 - Trust fund is too small ~~LWAC LightWave Acquisition 0.16 215.7~~ \- Bad team, several failures (Moolec, View, AEye), overly beneficial to sponsors (26.8% promote). With only one success CF Finance Acquisition Corp. I -> GCM Grosvenor. SOCA Solarius Capital Acquisition 0.17 173.4 - Specialists in M&A and private equity, no experience in SPAC niche. Warrants are cheap. ~~OBA Oxley Bridge Acquisition 0.17 253.1~~ \- Bad team. Southeast Asia. Nah. ~~PACH Pioneer Acquisition I 0.17 253.2~~ \- Bad team. All previous deals are complete disaster. ~~FIGX FIGX Capital Acquisition 0.18 150.6~~ \- Bad team, several failures (failed Bleuacacia + AAGR) *BLUW Blue Water Acquisition III 0.18 253.6* \- Not my niche, no idea (?) **IPOD Dune Acquisition II** 0.19 145 - Undervalued, theoretically can find a 10 bagger in AI niche VNME Vendome Acquisition I 0.20 200 - Elite team, experts in restructuring and private equity, but no experience in SPAC niche. ~~COPL Copley Acquisition 0.20 174.5~~ \- Asia. TACH Titan Acquisition 0.23 280 - OKAY TEAM, fair price. Successes - Paya, Payoneer, Perella Weinberg Partners. But several delisted zombie SPACs. **PAII Pyrophyte Acquisition II** 0.24 200.4 - Decent SPAC, can potentially find a oil/mining company TVA Texas Ventures Acquisition III 0.24 227.9 - OKAY SPAC, previous deals - Arbe Robotics + NEXT Renewable Fuels (failed to complete merger). Sneaky warrant terms favoring insiders. **EVAC EQV Ventures Acquisition II** 0.28 460 - TOP TIER SPAC, STRONG BUY +++++ **CGCT Cartesian Growth III** 0.28 277.8 - STRONG BUY, might find a target soon +++++ **NHIC NewHold Investment III** 0.29 202.9 - A team of professionals from private equity are playing "SPAC game". The SPAC leader Kevin Charlton was a president in Hennessy acquisition, previous deals - Blue Bird, Daseke, NRC Group. They focus on "boring" businesses mostly. First SPAC merged with Evolv Technologies ++ ~~GSHR Gesher Acquisition II 0.30 144.3~~ \- Meh, I'd avoid Israel related companies + low cap

I_HopeThat_WasFart

you need to understand IV at a fundamental level, most options training completely ignores this very critical point as well as basic pricing of options via theoretical models check out [Option Pricing and Volatility](https://www.walmart.com/ip/Option-Volatility-and-Pricing-Advanced-Trading-Strategies-and-Techniques-2nd-Edition-Hardcover-9780071818773/33551036?wmlspartner=wlpa&selectedSellerId=0&selectedOfferId=7CF8C2850CC44E24AE9D1D236BCE13E5&conditionGroupCode=1&wmlspartner=wlpa&cn=FY25-ENTP-PMAX_cnv_dps_dsn_dis_ad_entp_e_n&gclsrc=aw.ds&adid=222222222977CF8C2850CC44E24AE9D1D236BCE13E5_0000000000_21407473164&wl0=&wl1=x&wl2=c&wl3=&wl4=&wl5=9027599&wl6=&wl7=&wl8=&wl9=pla&wl10=8175035&wl11=online&wl12=7CF8C2850CC44E24AE9D1D236BCE13E5&veh=sem&gad_source=1&gad_campaignid=21690411341&gbraid=0AAAAADmfBIoaZsleEnXmI9I-sXv6m4zXj&gclid=CjwKCAjwiY_GBhBEEiwAFaghvu9wI-hPh7LOBFaUuQcpHRSPZb1pgWWE7bThEBw_ShtF8G4u1MLMBRoCVS4QAvD_BwE) Its considered the Bible for beginners and something I reference and read almost daily Also look at [https://www.youtube.com/@QuantGuild](https://www.youtube.com/@QuantGuild), its math heavy but he dumbs it down well. If you really want a thourough understanding of volatility at a level instituional traders are at, his stuff is great

Key_Yesterday5264

Don't look at PE ratio, It's a noob bait (EV is better, CF etc.). Shorting rapidly growing stock like PLTR is recipe for disaster.

sighnwaves

It's a contract in which CF chips in to pay a percentage of the tariff for struggling business owners.....but if the tariffs get revoked they collect 100% of the refund. It's diabolical.

Humble_Umpire_8341

Cantor Fitzgerald is an 80 year old company headed by the Lutnicks’s. Bessent has nothing to do with the firm. But you are correct that apparently the contracts that CF engaged in has them keeping any money whether the tariffs remain or not. They’ll make money either way.

Ok_Ground9015

Seriously considering throwing it all on MBOT on Monday. 

ctguy54

All the data from the trials is given to the FDA. it’s in the public domain. And any reported adverse effects are also reported to the FDA. CF tump just can’t read above a 5th grade level. Someone needs to explain the science to him.

Timevalueofmoonbitz

Good luck with your CEO, future earnings look promising o wait not really. No growth plan and marketing is sub par. LMND running at a loss due to growth spend while reducing operating costs. Just remember the tortoise and the hare story. In two years LMND will be over 10b in market cap. Already CF positive and have guided for profitability that is definitely being sandbagged. Once this happens you will be happy with a $135+ stock price and it would still be a good deal.

Mr_Snow___

The APs were listed on the financials awhile back. Nomura, CF Secured & Clearstreet IIRC.

greytoc

I'm not a big fan of Reg CF offerings. The seem a bit predatory and the transaction costs seem higher. IMO if a business venture cannot raise capital and has to go via a Reg CF route - it seems like a desperate route. Is there a reason why you wouldn't simply raise all the capital via bank loans and venture debt?

SteadfastEquity

That's where it gets nuanced. There are many laws around this. One possibility is 144, which does not require accredited status if unaffiliated with the issuer. Or even 506b allows 35 unaccredited investors. Or an interval fund (which this is not), or a CF, A+, S1, etc. Lots of things it could be. What you are referring to is the basic standard under 506b/c and/or the 1.5 quasi exemption.

Various_Couple_764

They are all decent fidelity funds with low expense and there is nothing wrong with them. for fund today we have Mutual funds. ETF, And CEFs. Mutual funds are not traded on stock exchanges, So you have to buy shares of the funds directly from the natural fund. So it is a little slower buying and selling. these funds distribute yearly dividend and occasionally a capital gain distribution. The ETF (Exchange traded funds) like stocks are traded at exchanges so buying and selling is faster. These distribute dividend but no capital gains distributions. So they are slightly more tax efficient than mutual funds. But in a roth there are no taxes. The first ETF was ceased in the 90s and now ETF are replacing mutual funds. Otherwise they are very similar to mutual funds. One note, ETFs and mutual funds increase the number of shares when the fund is growing. So the number of shares available on the market is variable. CF (Closed end fund) are structured just like business. This means the shares in circulation are fixed. This has the advantage of increasing the dividned slightly but it also increase the expenses. The also have a bit more flexibility in how they invest there money. You are basically investing your money in growth index funds. which will work. But Roth accounts arelimted to 7000 a year deposit. So aver 20 years you likely will have about 1/2 a million in the roth. It is however very helpful to add a high yield dividend fund to your roth. IF you add a fund that generates 1000 a month in dividneds you are effectively increasing the deposit limit to 171% (7000 a year you deposit plus 12000 a year of dividned deposits. This can easily push your fund past 1 million in 20 years. I have been using QQQI for this in my roth. It has a 13% yield. However next year I will be adding BTCI to it which yields 25% That can push the roth well past 1 million in 20 years.

HotandSpicy42

You should consider the following: [https://x.com/i/grok/share/UENE80tJ09lKRAV8CF4ZfSNty](https://x.com/i/grok/share/UENE80tJ09lKRAV8CF4ZfSNty)

CannaVestments

FYI not going to do my usual full reviews this quarter. My wife and I just had our first baby and I will be busy! This report looks largely as expected- strong margins, holding share well in FL, although little growth and a good chunk of the CF still coming from not paying 280e which continues to be the largest concern on the balance sheet at over $500M now should their IRS challenge fail. Still would say they look better than a lot of their peers, second to only GTI in true cash flow generation. FL ballot in 2026 again going to be inpo

Married-and-dating

Here's a short list * **Mid‑2025** – Initial human data from PM359 (CGD Phase 1/2) anticipated – May 19, 2025 readout reported: 58% DHR positivity Day 15; 66% by Day 30; clean safety profile [celeritasinsights.com+10investors.primemedicine.com+10Nasdaq+10](https://investors.primemedicine.com/news-releases/news-release-details/prime-medicine-announces-breakthrough-clinical-data-showing/?utm_source=chatgpt.com) * **July 16, 2025** – Additional up to $24 M funding from CF Foundation for cystic fibrosis programs [investors.primemedicine.com](https://investors.primemedicine.com/news-releases/news-release-details/prime-medicine-announces-additional-funding-24-million-cystic?utm_source=chatgpt.com) * **Late 2025** – Expected new preclinical data from CF, Wilson’s Disease, and potentially other pipeline programs (presentations/publications) [investors.primemedicine.com](https://investors.primemedicine.com/news-releases/news-release-details/prime-medicine-highlight-new-preclinical-data-including-vivo/?utm_source=chatgpt.com)[BioSpace](https://www.biospace.com/press-releases/prime-medicine-reports-third-quarter-2024-financial-results-and-provides-business-updates?utm_source=chatgpt.com) * **H1 2026** – Planned IND or CTA filing for Wilson’s Disease (PM577) and AATD program [Nasdaq+7investors.primemedicine.com+7Nasdaq+7](https://investors.primemedicine.com/news-releases/news-release-details/prime-medicine-reports-first-quarter-2025-financial-results-and/?utm_source=chatgpt.com) * **2026** – Initiation of clinical trials for Wilson’s Disease & AATD; potential shift of CGD to pivotal study phase [investors.primemedicine.com](https://investors.primemedicine.com/news-releases/news-release-details/prime-medicine-reports-first-quarter-2025-financial-results-and/?utm_source=chatgpt.com)[Nasdaq](https://www.nasdaq.com/press-release/prime-medicine-announces-strategic-restructuring-focus-opportunities-large-genetic?utm_source=chatgpt.com) * **2027** – First clinical data expected from Wilson’s Disease and AATD trials; follow‑on data anticipated from BMS CAR‑T collaboration and CF programs Here's their corporate slide deck: [https://investors.primemedicine.com/static-files/a44c9990-f654-4c55-8e68-f034c9daa691](https://investors.primemedicine.com/static-files/a44c9990-f654-4c55-8e68-f034c9daa691) This is a revolutionary company that is literally on the verge of revolutionizing medicine... just kinda shocking when it was $1 a few months ago nobody was talking about it. I think it's still a steal. Bought another 10k today

Training-Nerve-7273

From email : To date, the Board’s review has identified serious concerns regarding the prior administration of Company funds, material gaps in disclosure during the Company’s Regulation Crowdfunding campaign, and extensive related-party transactions involving former CEO and Director, Mr. Logan Fahey. These concerns, while not definitive findings of liability, raise material questions about the Company’s past financial stewardship, internal controls, and compliance with its legal and fiduciary obligations. The Board continues to evaluate these issues in coordination with legal counsel and reserves all rights as appropriate. Graze has received claims exceeding $2 million from vendors, employees, creditors, and contractors. These include both disputed and undisputed claims for alleged deferred compensation, unpaid invoices, high-interest bridge loans, and settlement agreements. Many of these contracts appear to have been entered into without contemporaneous Board approval or without a clear capital plan in place. The Board is assessing whether the structure, volume, and timing of these obligations, particularly during an active Reg CF raise, were consistent with the Company’s public disclosures and internal governance protocols.

G4M35

> We are a newly organized blank check company. (Incorporated in the Cayman Islands) We expect to focus on a target in an industry where we believe our management team’s and our affiliates’ expertise will provide us with a competitive advantage, including the financial services, healthcare, real estate services, technology and software industries. (Note: CF Acquisition Corp. A unveiled the terms of its SPAC IPO in an S-1/A filing on June 14, 2024: 10 million Class A ordinary shares at $10.00 each to raise $100.0 million. Background: CF Acquisition Corp. A, formerly known as CF International Acquisition Corp., submitted confidential IPO documents to the SEC in 2021.) > Address: [110 East 59th Street New York, NY 10022](https://www.google.com/maps/place/110+E+59th+St,+New+York,+NY+10022/@40.7625478,-73.9689652,3a,90y,210.7h,102.22t/data=!3m7!1e1!3m5!1sAb_KYZtfxXxcRx9ioZh12A!2e0!6shttps:%2F%2Fstreetviewpixels-pa.googleapis.com%2Fv1%2Fthumbnail%3Fcb_client%3Dmaps_sv.tactile%26w%3D900%26h%3D600%26pitch%3D-12.222852957401074%26panoid%3DAb_KYZtfxXxcRx9ioZh12A%26yaw%3D210.70170398653684!7i16384!8i8192!4m7!3m6!1s0x89c258e56561dda3:0xf06c5dbcac5926a9!8m2!3d40.7623938!4d-73.9691527!10e5!16s%2Fg%2F11hrs804c_?entry=ttu&g_ep=EgoyMDI1MDcyOS4wIKXMDSoASAFQAw%3D%3D) LOL > Phone Number (212) 938-5000 Google says it belongs to Cantor Fitzgerald Sauce: https://www.iposcoop.com/ipo/cf-acquisition-corp-class-a/ Sounds like the perfect YOLO/meme stock

Cappuccino-Man

Just found this ticker today, unbelieve potential. I must have something wrong. **Cash Per Share Back of the Envelope Calculation** Closing Cash Balance Dec-24: $7,160 \+Proceeds from Protefs Sale $7,000 \+Proceeds from Sale of Salt Lake City $16,100 \-Commission/Costs of Disposal: ($1,155) \+Public Offering Closed $18,000 \-Fees on Public Offering: ($1,800) \-Negative CF from Operations (7 Months) ($3,000) =Cash on Hand: \~$42,305k Shares Outstanding: 70,408k (as of 28 July 2025) Cash/Share = $0.6 **Assumptions** * 5% costs for commissions/disposals * 10% cost for placement/offering * Cash from disposals has been received in full * Public offer funds received in full * Negative CF from operations (could be higher given they've sold two vessels, however, they are now operating their new vessel purchased last year, Zeze Start. First charter for this vessel approx. 16 Feb 2025 to 06 Aug 2025/06 Sep 2025) * Disregarded AR/AP/Inventories/Accruals - assume these relatively net off as at Dec-24 and are subsequentially accounted for in my CF from operations figure Given it is trading around 20c, this has a bit more to go I reckon. When you factor in their three vessels (even at a large discount to their NBV) you end up with an even higher valuation. Please point out anything I am missing, or more conservative estimates to mine above.

SPAC_Time

One difference in the CEP vs CEPO deals that may be a factor in the price differential: "[Tether has also agreed to purchase Bitcoin in an amount](https://www.businesswire.com/news/home/20250423962305/en/Tether-SoftBank-Group-and-Jack-Mallers-Launch-Twenty-One-a-Bitcoin-native-Company-Through-a-Business-Combination-With-Cantor-Equity-Partners#:~:text=Tether%20has%20also%20agreed%20to%20purchase%20Bitcoin%20in%20an%20amount) equal to the aggregate amount of the convertible senior secured notes and equity PIPE offerings, less transaction expenses and certain other amounts, ***within 10 business days of the date hereof***, plus additional Bitcoin to the extent investors elect to exercise their Convertible Notes Option. **This Bitcoin will then be purchased by Twenty One upon closing using the proceeds of the PIPE offerings at a purchase price equal to the amount paid by Tether for such Bitcoin**." When the CEP deal was announced, Bitcoin was around $85k each, rising to about $95,000 ten days later. That is what Twenty One will pay for the PIPE bitcoin. CEP is buying Bitcoin ( at least the PIPE contribution ) for about $95,000 each. May be misreading, but it looks like the deal was priced when Bitcoin was $85k each; if that is correct, then each Bitcoin being contributed by Tether and Bitfinex will convert into 85,000/10 = 8500 shares of the post combination company. "[The transaction values Twenty One at a pro-forma enterprise value](https://www.businesswire.com/news/home/20250423962305/en/Tether-SoftBank-Group-and-Jack-Mallers-Launch-Twenty-One-a-Bitcoin-native-Company-Through-a-Business-Combination-With-Cantor-Equity-Partners#:~:text=The%20transaction%20values%20Twenty%20One) of $3.6 billion, based on a Bitcoin spot price of $84,863.57 (a 10-day average CME CF BRRNY price) as of April 21, 2025." CEPO: "[5,021 Bitcoin in-kind PIPE](https://www.businesswire.com/news/home/20250717734598/en/Bitcoin-Standard-Treasury-Company-to-go-Public-Through-Business-Combination-with-Cantor-Equity-Partners-I-Inc.#:~:text=5%2C021%20Bitcoin%20in%2Dkind%20PIPE) with commitments from long-time Bitcoin “OGs,” the first PIPE funded entirely though in-kind contributions from the Bitcoin community, priced at $10.00 per share 25,000 Bitcoin to be contributed by founding shareholders, advised by Blockstream Capital Partners (an investment manager led by Dr. Adam Back and other long-time Bitcoiners), priced at $10.00 per share" "[The number of Class A ordinary shares or Newco Interests](https://www.sec.gov/Archives/edgar/data/2027708/000121390025064922/ea0249323-8k425_cantor1.htm#:~:text=The%20number%20of%20Class%20A%20ordinary%20shares) to be issued in exchange for Bitcoin will equal the U.S. dollar price of one Bitcoin as determined by the average of the CME CF Bitcoin Reference Rate - New York Variant **for the ten-day period ending two calendar days prior to the Closing Date**, multiplied by the number of Bitcoin contributed by such investor, and then divided by $10.00." CEPO will pay the average 10-day Bitcoin price just before the combination closes, which might be around the end of the year. By then, Bitcoin could be $150,000 each, especially if the government backing continues to pump crypto. If so, then each Bitcoin would convert into 150,000/10 = 15,000 shares of the post combination company.

Yupperroo

No, the medicine has to be taken for the rest of one's life, but it allows the person to be free of CF as long as they are on the medicine. They are creating another drug that will be available in the next year or two.

IllustriousEnd2055

Is it a true cure for CF, as in no longer needing the medication after a year or two of treatment?

GAV17

Exactly this. EPS, P/E, etc. are meaningless. That's why you'll see some REITs ETF not even showing P/E like for every other stock ETF, and showing something like P/CF.

Hot-Television-2829

so is car sales for TSLA. I’m not saying the fundamentals of TSLA and GOOGL are comparable, but the situation is somewhat similar: both their fundamental cash flow stream is facing a headwind, but the valuation is only based marginally on this fundamental CF. The big difference: GOOGL is valued quite cheap while TSLA is exorbitantly valued. A drop in those fundamental CF’s should influence the share price, but only marginally. The valuation is just not there. However, the most treacherous event would be if ad revenue falls significantly leading to falling investments in AI, Cloud and Waymo for example. I do not estimate this event being likely to happen as GOOGL has great management so far, however, one could not fully rule out this scenario.

yodogyodog

What’s the CF subreddit? Whsts CF? Is it like watching the videos on USA crime dot com?

GhostsinGlass

Holy shit, just saw one of the more brutal videos from the Uk-Russ war over on the CF subreddit. It's a camera POV from a passenger on an ATV looking over the shoulder of the driver. They're tootling along when all of a sudden WHIRR\*BOOM\* next thing you know the passengers POV is of the ATV continuing to drive along with just the legs and lower torso of the driver before they finally crash. It's not in the top 10 of the brutal videos to come out of that war I've seen but it's close. Calls on drone companies, all drone companies, fire everything.

Galactic-Guardian404

Letting CF-34 have a say in how the Fed is run is like letting a toddler drive a city bus…

greytoc

Why the heck would you even consider investing in this? This looks like just a run of the mill startup that couldn't attract any real investors - so they went the Reg CF/A+ offering route.

Useful-Stay4512

Nitrogen stocks like CF and UAN 🚀 - the world needs nitrogen to eat 🌽

thesvenisss

Oil up, production costs up, inflation up, tech being heavily CF forward valued down in that situation.

SpatialChase

The convertible notes being offered at earnings pay out 0.00% interest. That's essential free loans that can be converted into shares of GME at a specific share price, the current one is set at ~28.71$/share. The option of payback for these loans are at the discretion of GME, not the buyers. The company can choose to payback the notes with cash OR shares. Dilution through these means does increase the share count but also gives GME increasing amounts of cash on hand to do whatever they want, like buy Bitcoin. The current P/CF ratio is under 2. That indicates an extremely underpriced/oversold stock. GME cash on hand is at ~80% of market cap, another insane ratio. You do with that information what you want.

xViscount

Exactly this. Theres a reason Huawei had a seamless transition to car tech. China is putting a strangle hold on electric while republicans are scared of solar and wind. Dems scared of software while republicans are scared of hardware. Gotta love the CF the US is in now

thebluepin

on energy matters, its important to note that a unit can come online, but not be used. you want something called "capacity factor" that is the % of time a unit is operational.https://www.sustainabilitybynumbers.com/p/china-coal-plants so something like 50% of the time the coal fleet is turned off. a one upon a time benchmark for the US was 70% CF was needed to be really profitable. when it gets into the low 50s and into the 40s you would see closures for economics. its like the "ghost cities" the provinces "open" coal plants for job creation. but those new coal plants arent running all the much. so that creation, is a CCP number for jobs rather than an indication of wide spread coal usage. Chinese emissions plateaued this year in most calculations, and may have peaked. its far more likely that China's emissions will drop far faster and lower then the US.

aks40655

It wasn’t a Reg-A or Reg CF offering. This was a Reg D 506(b) private placement, open only to accredited investors. I invested through a specific “series” LLC that pooled into a late-stage fund focused on pre-IPO opportunities. The PPM (private placement memorandum) does grant the manager broad discretion to sell positions on terms they deem appropriate. However, what’s unclear is whether the manager or underlying seller actually sold the SpaceX shares — or if the shares were returned without a true sale. The timing (immediately after I asked about my holdings) and price ($70/share, when another investor got $105/share in a different series) raise red flags. So far, the fund hasn’t provided any transaction documents, valuation methodology, or clarity on why the distribution price was set the way it was. That’s what I’m trying to get more insight on—whether the discretion in the PPM allows this kind of price inconsistency, or whether I might have a basis to push back further.

greytoc

It really depends on the fund. This sounds like a small feeder fund. I personally would never invest in this way unless I had a personal relationship with the fund manager. You are going to have to look through the offering circulars and look at what you signed up for... Was this a Reg-A offering originally? Or was it some sort of Reg-A+/CF offering.

Shot-Addendum-490

They are sneakily taking on AWS / GCP / etc with their cloud offerings. Workers seems like a direct comparison to Lambda, and CF continues to roll out more functionality.

trilogee

No debt maturities till 2028, leading margins, and one of the only tier 2s with positive CF/fcf. How do you figure?

Yolo-Mozz

Nearly all cameras require an SD card or a CF Express to record 4k-8k video. Plus, you still need a local drive to store raw photos and videos in order to edit them on software like Lightroom, Premier Pro, Final Cut, etc. Cloud storage is not an efficient way to store this data especially for creators who need to save their 4k videos somewhere. In many cases it takes 5+ hours to upload to google drive because these files are getting huge with the increase in camera quality (modern camera ranges between 25-45 megapixels per photo)

Skittler_On_The_Roof

You can drop $15k USD on an S-Works.  Admittedly that's on the higher end, but a new road bike you'd see at a race is likely in the $7k+ range. My old Look was $500 very used, but no proper road racer would be caught dead on a CF frame that old...

shiroandae

How does that help when they’re barely even profitable and this eats further into their CF..?

Ok_Ground9015

Well I'm done here for the day. I try to joke around, keep it friendly, and lighthearted. This chat has turned into down vote troll central. 

CannaVestments

Mixed Q1 showing from Ascend Wellness: top-line was down slightly below expectations and GMs dropped with ongoing price compression, although partially offset by decent cost controls leading to a small beat on aEBITDA. Like others, positive CF remains reliant on 280e deferrals so inflection towards sustainable cash flows still in question. Few growth levers beyond new store openings in 2025 so margin improvement and cost optimization are key in the meantime. Full review: **Revenue:**  QoQ: $136.0M to $128.0M / YoY: $142.4M to $128.0M *Down 5.9% QoQ and 10.1% YoY, short of consensus ($130M). Retail was down 6.6% and wholesale down 4.4% sequentially. AWH opened 1 new partner store in IL during the quarter and 2 so far in Q2, with 10 total openings planned in 2025 (4 owned stores in OH/PA and partner stores in IL/NJ).* **Adjusted EBIDTA:**  QoQ: $30.2M to $27.0M / $32.5M to $27.0M *Down 10.5% QoQ and 16.9% YoY, although slightly ahead of consensus ($26M). Margin drop from 22.8% last year and 22.2% in Q4 to 21.1% here in Q1.* **Gross Margins:**  QoQ 34.5% to 30.9% / YoY: 36.5% to 30.9% *Big drop sequentially and YoY, as price compression weighed on results.* **Operating Expenses:**  QoQ: $40.8M to $37.1M / YoY: $49.5M to $37.1M *Really solid cost reductions, much needed in the face of top-line declines.* **Operational Cash Flow:**  QoQ: $35.2M to $5.9M / $3.9M to $5.9M *Swings here with tax-payment and working capital shifts. Tax-adjusted was -$8.2M in Q1 compared to -$11.9M (although note that this is just below breakeven if you factor in AP pay-down that occurs in Q1).* **Cash:**  QoQ: $88.3M to $100.0M / YoY: $88.3M to $100.0M *Positive OCF and $14.6M in new debt offset $6.4M in CapEx spend. Debt stands at $333.0M and an uncertain tax position of $163.0M.*

greytoc

Do you understand how Reg CF offerings work and why they exist? These are highly speculative investments with little to no liquidity after the offering.

MusignyBlanc

Don’t buy anything Lutnick or CF is selling. CF’s advice is obviously compromised, too.

Galactic-Guardian404

When CF-34 tells a lie about the price of something going down, you can expect its price to go up

Due_Fennel_8965

I made a news post today about the India Pakistan CF, linking to truth social and the post was banned for only linking social media...

CannaVestments

While a home-run quarter for most (positive net income, strong CF, and healthy margins), this was a softer Q1 showing for GTI as price compression in key markets weighed on retail results and revenue fell short of expectations. aEBITDA was in-line with consensus, with margins still strong but down sequentially and YoY. New stores and price declines in markets like IL, NJ, and CT hurt the top-line and margins in the quarter, partially offset by strong CPG growth (up 13.6% YoY). With no new markets set to turn online until Minnesota in H2 2025 and potentially VA/PA in 2026, management forecasted furthers margin declines in the coming quarters as double-digit price declines continue in major markets. While they are not immune to these market challenges, the company is well-equipped to take advantage of the market volatility, with a healthy balance sheet and continued cash generation (market-leading tax-adjusted OCF of $43M in the quarter) allowing for M&A and continued re-investment in the business. Full review: **Revenue:**  QoQ: $294.3M to $279.5M / YoY: $275.8M to $279.5M *Down 5.0% sequentially and up 1.3% from last year, missing consensus of $284M. Retail sales were down 2.5% due to increased competition and lower pricing in core markets of IL/NJ/CT, offset by a 13.6% YoY rise in CPG sales (led by NY/NJMN). GTI opened up 2 new stores in the quarter (1-OH, 1-NV). Management guided to flat revenues in Q2.* **Adjusted EBIDTA:**  QoQ: $97.8M to $85.2 / YoY: $90.5M to $85.2M *Down 12.9% sequentially and 5.9% from last year, with margin dropping from 32.8% last year to 30.5% here. Management highlighted double digit price declines in most markets, with margins likely to drop sub 30% in upcoming quarters.* **Gross Margins:**  QoQ 53.7% to 51.3% / YoY: 52.5% to 51.3% *Drop sequentially and YoY, still at a good level but falling with increase price compression and retail competition in core markets.* **Operating Expenses:**  QoQ: $101.0M to $100.8M / YoY: $74.3M to $100.8M *Down slightly sequentially, but up significantly from last year in part due to a $16M one-time cost benefit taken last year (so $90M) is a more comparable figure. As seen with others, added costs from new store openings leads to higher OpEx.* **Operational Cash Flow:**  QoQ: $43.3M to $74.2M / YoY: $84.0M to $74.2M *Continued cash generation, although aided by no tax payment in Q1 (there will be 2 payments in Q2). Tax-adjusted OCF was an industry-leading $42.9M although down from $51.9M last year. CapEx was $29.8M to start the year with a projected $80M in spend for the full year.* **Cash:**  QoQ: $171.8M to $210.6M / YoY: $223.9M to $210.6M *Healthy cash position relative to debt of $252.4M. Positive OCF was partially offset by CapEx spend with little other movement.*

AdditionofDarkness

CF calls 84 strike exp 05/09

RiskRiches

884M$ \* 4 = 3500M$ Yearly revenue 50% net margin Income/CF = 1750M$ x30 multiple = 53B$ Value = 23$

1kfreedom

I was reading somewhere the CF isn't growing as fast as it use to. Could be an issue down the road to cover dividends maybe. But what do I know, I buy 0DTEs.

tubiornot

My finance bro buddy recommended these four: KO, BRK-B, CF & OXY - roughly equal money into each. I have a brokerage acct on the side. Gambling essentially. We bet on which one would garner more growth. His recs or my hubris. He's obliterating me.

No-Sleep-8444

I’m a CPA. These are cash flow statement amounts. The timing of cash inflows and outflows often varies. Nothing appears unusual to me. They spent less on property, plant, and equipment (balance sheet asset that is referred to as CAPEX on CF statements) in Q1 2025 vs Q1 2024. It’s very hard to draw a conclusion from only two quarters of cash flow data. They could simply be pushing CAPEX back to later in the year.

kft99

CF doing CF things lol

Motor_Librarian_3536

You’d have to burn the teflon to break the CF bond, teflon is immune to your stomach acid…

forestport

If Powell gets fired just hang on to your panties. Inflation, recession and your basic CF.

ihatemovingparts

Building jet engines is relatively easy, even for airliners. Building a jet engine that's as efficient and reliable as contemporary Western airliner engines is not. That's why most GE airliner engines (CFM56, LEAP, CF6, GE90) out there were developed and built in cooperation with Snecma/Safran (subject to those other tariffs). The Russians are far more incentivized to spend the cash and have plenty of experience with jet engines, so if it were just money they'd have a competitive engine already. But even the Russified SSJ uses a Snecma (France) hot section and FADEC. If you're talking about engines for a domestic and/or sanctioned market plane then yeah maybe. But you're not likely to see that in markets where there is a choice.

Galactic-Guardian404

Putting someone CF-34 considers qualified in charge of the Fed will DEFINITELY destroy the US economy, and could cripple the world economy.

DanielBeuthner

The absolute state of my puts, when i have to read chinese state media to keep calmBetter not cuck Xi Ping Pong [https://www.chinadaily.com.cn/a/202504/10/WS67f6a310a3104d9fd381e6f0.html](https://www.chinadaily.com.cn/a/202504/10/WS67f6a310a3104d9fd381e6f0.html) "Guo Kai, executive president of CF40 Institute, a research center affiliated with the think tank China Finance 40 Forum, said Beijing's strong countermeasures have proved that Washington's expectations of China succumbing to the pressure of US tariffs were miscalculated. It may take some time, but Beijing's firm stand to "fight until the end" will make Washington realize that it underestimated China's endurance to tariffs, Guo said, underscoring that the realization would eventually bring the US back to the negotiation table. "And when that time comes, it (the negotiation) will be on China's terms, not on the US' terms," Guo added."

Sunrise-Surfer

what Tuckin’ Chaos! The past three months are a CF

Affectionate-Day2743

yea, fuck CF! .. what kind of fert you buying?

i_practice_santeria

[This is literally OP](https://youtu.be/CF7fwdD1F1g?t=103)

RuinousGaze

You're telling me Lutnick's CF boys didn't load up on puts?

Perfect_Direction979

CF stock holding strong !

Mr-R--California

You’re ignoring a tooonn of factors. One being financing via equity. If Company B has raised $500MM and its shares are currently under water, company A may look more enticing. If Company A has positive CF from operations (of which EBITDA is an acceptable proxy) but Company B is not CF positive and has no path to FCF positive, then Company A is worth a significant amount more than Compnay B

Fountainheadusa

|| || ||||||Rule of 40|||||| |DUOL|Q1|Q2|Q3|Q4|Sales Growth|OPM|Adj OPM|OCF|GAAP|Non GAAP| |Rev|168|178|193|209.06|38.26%|9.00%|24.00%|36.75%|47.26%|62.26%| |GP|122|131|140|||||||| |OP|16|19|14|||||||| |Adj Op|41|46|43|||||||| |CF|84|62|56||||||||

Remarkable-Skill-440

Had nothing to do with the fact he runs Cantor Fitzgerald or the fact that CF is a huge investor in TSLA. Completely unrelated!

no_dice

Because our CF-18 program has been “in crisis” for years according to DND and we can’t wait another 5+ years for European jets?

if-we-all-did-this

Epoxies can be great, but again it really depends on surface, Ra value of surface roughness, contaminants, temps, humidity, duty cycles, gap between surfaces (e.g. some adhesives are strongest at 0.3mm thick, and performance drops off significantly 1mm either side of that) etc etc. Get it right, and get it right consistently, and you're all good. Get it wrong, and you have a situation like on the F-Type. F-Type was a small production 2 seater coupe, and one of the options was to swap the aluminium roof panel for a sexy AF carbon fibre roof panel. This CF roof panel was bonded in place with a two part Epoxy, applied with a heated gun, but by hand (rather than robotised, due to the super low volumes). But the gun hat to be turned on and heated hours before use, and the Epoxy wasn't tested for contract cooling/heating cycles before use etc, so there were loads of variables to manage. By hand application also meant inconsistencies, and CF is a pain to bond to anyway (I even worked on a project into the viability of plasma etching CF to give the Epoxy something to adhere to), so variable thickness, or an inconsistent bead meant an inconsistent performance. We had one such CF roof fail on a car. Guy was driving at a fast but legal speed, roof flew off, very nearly decapitating a pedestrian. This rung alarm bells for us back at the factory as the incident occurred in Monocco... to a very high profile owner (football club owning levels of wealth), and him decapitating a pedestrian in such a tragic way would certainly have been international news. So yeah, Epoxy can be great, but only if the system/lifetime level design for it's application & use are also great.

Chzmongirl

Not exactly unless chose really high risk prospectus. To raise funds on smbx a business need to go through a thorough financial review with a third party accounting firm (its SEC reg. CF) and any business raising more than $250k needs to go through a much more thorough review. Businesses can’t just use the platform and need to be approved. Many of the ones I’ve seen there are established businesses that are expanding for a good reason or retailers/hospitality seeking to open new locations. Even with all of that said, Smbx still underwrites the businesses, so if a business owner has a coffee cart that cost $5000 and sells $3000 of coffee from it per month, it won’t qualify to raise $1,000,000 for the concept. It needs to be reasonably proportionate and within their means to service. But this is not secured debt and the only difference between that and Republic/Wefunder/Kckstarter/Startengine and their likes is that rather than equity and a product that you hope to one day sell, smbx give you a bond that pays you monthly in interest until it’s done. How many people have you seen on these other crowdfunding platforms losing their investment and never received product or the equity had evaporated? The nice thing about SMBX is that you can spread your risk and put $300 in 50 companies instead of $3000 in 5 companies. Can’t really do it with the other platforms because they usually offer some cool product that cost a lot and many times you only bet on the product and not even the equity. For me personally, it seems that the risk is lower when you are expanding an existing successful chain of ice cream shops with product, local brand, and fans, rather than some experimental next generation solar powered satellite connected espresso machine that’s a pipe dream built in a lab in someone’s parents garage. My five cents.

Monster_Grundle

file:///var/mobile/Library/SMS/Attachments/54/04/08247718-5BC8-49BE-85CA-7CF27E066B2B/Screenshot%202025-03-09%20at%2019.03.28.jpeg

KalpolIntro

This shit happens like once every decade. MT Sanchi vs. CF Crystal (2018) MV MSC Opera vs. Unnamed Oil Tanker (2008) MT Evoikos vs. MV Orapin Global (1997) Atlantic Empress vs. Aegean Captain (1979). This one was TWO tankers.

peterpeer9

# OPERATION RED HAZE IS ACTIVE, THE RAVEN HAS TAKEN FLIGHT. I REPEAT, THE RAVEN HAS TAKEN FLIGHT. AUTHORIZATION CODE 39B91B46-AFE4-494F-BF2B-8CF64A9B7F37. OVER AND OUT. ^This comment will self-destruct in 45 seconds. 🌈🐻

Great-Ad-4416

and what would that be? serious question: stock price is based on compnay's future profitability. canada has the following fortuen 500 companies Thomson Reuters (Media & Information Services) Royal Bank of Canada (RBC) (Banking) Toronto-Dominion Bank (TD Bank) (Banking) Enbridge (Energy) Power Corporation of Canada (Financial Services) Suncor Energy (Oil & Gas) Manulife Financial (Insurance) George Weston Ltd. (Retail & Food) so what would you invest in that's better than the U.S.? let's get real. in the last 20 years, Canada has give up its tech sector (remember ATI? BlackBerry? Nortel? Bombardier?) and defence sector (they use to have the one most advanced jet, the CF 105). and now all they have is bank and energy, and let's not forget they don't actually have the capability to refine their heavy crude oil, and have to sent to the U.S. refinary at ... get this.. lowest price of any kind of oil market. even lower than that of Russian oil which is heavily sanctioned.

Aggressive_Finish798

[Big Trouble in Little China](https://youtu.be/Hhk4A8CF5Gw?si=uRVb7YiVdSqZR3cC)

centered_chaos

Do you think Putin gives TMO and CF Vance donkey punches? Just wondering why they're so enamored with him?

wampum

Holding in the doomsday portion of my portfolio: Bitcoin TMC The metals company Raytheon Palo Alto Networks Taiwan Semiconductor Manufacturing General Dynamics Northrop Grumman AST Spacemobile Kratos Defense & Security Solutions Palantir Technologies Redwire Rheinmetall AG CF Industries FMC Corp Lithium Americas Albemarle Perpetua Resources United States Antimony Crowdstrike Holdings SPDR Gold Trust Gen Digital Intel Ouster Oklo Coinbase Intrepid Potash Teekay Tankers Joby Aviation Vertical Aerospace AeroVironment SPDR S&P Aerospace & Defense ETF Rigetti Computing Quantum Computing Prologis Stag Industrial Global X Robotics A I ETF ISHARES MSCI INDONESIA ETF ISHARES MSCI CHINA ETF ISHARES MSCI TURKEY ET ASML HOLDING Boeing ALIBABA GROUP HOLDING Alphabet Inc. Lockheed Martin META PLATFORMS INC CL A Nvidia OCCIDENTAL PETROLEUM CORP Raytheon Bitcoin Ethereum Bitcoin Ethereum Physical Gold

Golfguy250

https://www.youtube.com/live/uxKbX1CF8gI?si=mK-FYZRpZLKC_a-9