FF

EngRookie

you say that like people had an issue with FF7 on cd?

Self_Voodoo

Its hard to make a prediction on Portillos increasing profit margin when they havent really changed much in a very long time, beef (along with everything else) is super pricey, and they are competing in one of the food capitals of the world. Honestly, they only have being chicago. Even Small Cheval is crushing them in the tendies game by having GF options. They tried retail and it has only slightly panned out but I doubt their doing much in terms of selling packaged hotdogs due to having to fight for space at Kroger with Oscar Meyer. They need a dramatic change in operations or a product that rocks the FF game. Neither I think are likely to happen.

Weak_Improvement_450

IMO . WNDY is better quality than McD and other FF

gatovision

Some are super ghetto, the one i go to close to me is great, remodeled, very clean, food always comes out good. i dont eat much FF but i hit Wendys prob 2xs a month. Just much better than McDs

gatovision

Wendys is honestly good for FF. imo a well run Wendys (some are neglected) is the best FF burger chain aside from In and Out. So much better than junk like McDs or BK. Also, 40% short interest.

xzer

\>Reada all this \>Sell everything \>mag 7 & S&P continue to fucking moon \>FF 3 years I've held bonds and made 9%  when the market has continued to moon 20% YOY \>Buy into market \>Read new fearmonger post \>Repeat

Deep_Calls_007

I never played other FF games so I don’t know anything about them. But the characters and story in this are awesome. Feels kinda like Witcher and DMC combined.

Nerfarean

FF unlock origin 

SignificanceLate7002

FFAI weekly update released with preview of the June 16th event. - 3 new EAI device product line. - Launch of an educational ecosystem - the introduction of more partners, FF Par members, developers, and users https://www.stocktitan.net/news/FFAI/faraday-future-founder-and-global-ceo-yt-jia-shares-weekly-investor-cwc2gjh8ctk6.html

Brj_193

IuyttrrouyyyrrffğtjgAazssg FF sushi and the I4

SpicyElixer

Long term gold has a historical return of exactly… check notes… ***[zero](https://download.ssrn.com/13/05/04/ssrn_id2260836_code16198.pdf?response-content-disposition=inline&X-Amz-Security-Token=IQoJb3JpZ2luX2VjECIaCXVzLWVhc3QtMSJIMEYCIQChpchQm79gkjGSTFdj4CNdFS%2F7yVK0lX93tDBNS32qMwIhAJcrmXkuPjUq5Gos9GN%2FF5KrHn2c%2BcZEevfEC6QrUJZ6KsUFCOv%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQBBoMMzA4NDc1MzAxMjU3Igx6BVImJL6bW9f9FDQqmQVY9Wq23e13wrWZVFqkC3HSxvnObuYX4NvUPFoy2aghevh%2Fqu4Ir%2F5paUs4FNScVxrvimEWBXi8iq2M%2BjgcPdmzJR7vb1vlBRKNhHTp%2B9wKc5FofjDCkjPhFGpabv8Oj9HT%2BTT%2FFm1ZNGU6lCY0kJT5xw3%2BCrbyW7RVp%2ByJ6f%2FnkCO3IOVUvIiiGLSoLPR9vuQzZyCSk8K2aWkhp16EGV8VVjmq3hU7Kb%2Bu7wxcppihvG2YoJQtUx8qOPF%2FD%2Fq%2F6l8qaBmsbkMlNr27T5aOV3Ubb8zCpuB9stlDFwx8bJ4L0uPV2zqKaIUtmDkg%2FYeuGT3QtgtKt6Mu%2FWW8U1uaE1Dj5N0sMQNmfBu9bZACxKOt9NJfLS8dqMenXSFf1e08m%2FFPjksW5N74Hfs7CooV%2Bpqllk27%2Ff3sJPbo2MqnIbqveqe6lJDK5tGJxmf3HSZWGJ7vNRmFgrjwE%2BCh9xEWTQC%2FygESiq%2BYx2QVUSFZdh0lAY%2B5%2BawJDAtaTN6kzb%2Ffb5ddwgmi03P0VLw0Vyzb%2BQlSsizK4coumxFQs6jqTHsjOZKxbYwyZ3r86FrdJRCxMarIE32cFkInuWO4ixAIFutsHwbto7b%2B7BmQCYiRtL%2FRb89KYm5ZhN2Tv0ecHv5u%2FB90D9ONQ6bYySjrc3VEvDV9rHHhMht7rWn3vS6thC5owAQcXfRx%2FfSFTxuBBeIImxpV08lR%2BZk3dC3yK%2FIj2tU61AmiGrzWtvQ8%2Bp%2F0MUehJwgPHvgHH5bXEGMtTbY6YuyAvEEa28mMqA9lhzaIylSU4zmBAWZpZPK3SpetVx%2FD9sL8nYpqplX93JnW%2FQYYUcYraYum9sRSRtJ0KcRQooAZw8IjXbYNd5%2FHH3l7sqsoA0vOFMLIg1SacjDPv6bRBjqwAfmTHfue9%2B8SaXzwc5C%2FBYPx3enmnAjqVfNTvFwJPdp0Vymk3k6%2BH7tFCF7JPMZbkOiLMnkXDc9vMEa%2BObjeNxDGIWTm18TEkYvnBK8EAac8YMyHHt8cLLzcxAdr4uDeoHabBtfdqhtQB1FPIo5hzOXnW%2Bjwao76o1cLwudlhDh7z5NXh3E8p4Ro6uhv04SxH41xdTGi9asH90WBBSNVtirjk2PFOvJzkKuN1%2BQd7TP9&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20260610T182747Z&X-Amz-SignedHeaders=host&X-Amz-Expires=300&X-Amz-Credential=ASIAUPUUPRWEUYL5TTB6%2F20260610%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=b61c46b6b7b0c3ff8038958c8ab67fc0b325cf1d73b0b34b46dcf9ad7e4db759&abstractId=2078535).*** On on average over a long period of time it literally ***matches inflation.***

Initial_Ad_9250

I wanna replay FF7. GOD s I was so young back then

maffoobristol

God I wish they'd stop remaking good things. The FF7 remake was utter dogshit, please leave my nostalgia alone...!

Weak_Emu3659

So what we more excited for, RE Veronica or FF7 Revelation

fomoandyoloandnogrow

**BREAKING NEWS** FF7 final remake game comes out next year, looks like I will get to at least fulfill that promise before Ww3

Bright_Two7927

Sooner or later, one of these FFAI headlines are going to spark a rally. Faraday Future Completes Delivery of EAI Robot FF Master™ to Wonderful Life Dental Group Los Angeles, the First Real-World Implementation of FF’s EAI Robots in a Healthcare Use Case https://www.stocktitan.net/news/FFAI/faraday-future-completes-delivery-of-eai-robot-ff-master-tm-to-3rdfz5tmeqms.html

SignificanceLate7002

Sooner or later, one of these FFAI headlines are going to spark a rally. Faraday Future Completes Delivery of EAI Robot FF Master™ to Wonderful Life Dental Group Los Angeles, the First Real-World Implementation of FF’s EAI Robots in a Healthcare Use Case https://www.stocktitan.net/news/FFAI/faraday-future-completes-delivery-of-eai-robot-ff-master-tm-to-3rdfz5tmeqms.html

Downtown_Plantain158

IMO AI NPCs in WWM were interesting at first but later became boring/chore. MMORPGs have tried to make "dynamic virtual worlds" hype for sometime, I don't think it sticks well and eventually becomes obsolete. What gamers like are world expansions with the latest greatest techology/game mechanic/raid/world/art/etc hence why they have expansions every year like in WoW or FF14. Complex systems? I think that needs to be designed by humans. I don't think AI is good at creating new things (yet). It is great at recommending things that already exist though. AI is "great" for rapid development of software though. I personally think GTA is washed and GTA6 is going to be overhyped as most triple AAA games are these days.

lf2238

As I said, based purely on the economics and the scales at question, battery technology is inevitable. FF and nuclear can't compete with it and any kind of biofuel is not feasable at that scale and not as profitable. But, of course, they are being pushed by the FF lobby and the combustion car lobby.

ThatMovieShow

So why aren't electric trucks and vans being adopted more quickly? It's not even at the same rate as electric cars. If you were right diesel would be phased out already yet despite multiple companies making electric trucks very few fleets exist ( if any) and here is perhaps the biggest sign it's not a mature enough technology yet - china. China has pretty much entirely discarded fossil fuel cars in favour of it's own very high quality EVs. Yet when it comes to trucks, rather than create electric trucks china has instead converted it's existing logistics infrastructure to liquified natural gas instead. If electeic were better for trucks them sure the market with the highest EV adoption rate would be using and developing them. I'm very pro EV myself I've owned multiple EVs and I largely think they're vastly superior to FF cars, I just don't think the logistics technology is mature enough yet.

burtritto

I thought that was FF. Franks Fluids intl

ultra-nilist2

I shit you not there is a startup called passes for people under 18. I don’t think they IPO’d yet. https://www.bing.com/fd/ls/GLinkPing.aspx?IG=DF56391C21AC440893F53FF5F16A7D13&&ID=SERP,5156.2&SUIH=bqfirIrd7K8RpT5uX1Fbww&redir=aHR0cHM6Ly93d3cuaW5jLmNvbS9zYW0tYmx1bS9jbGFzcy1hY3Rpb24tY29tcGxhaW50LWFsbGVnZXMtdGhlLXN0YXJ0dXAtcGFzc2VzLWRpc3RyaWJ1dGVzLWlsbGljaXQtY29udGVudC85MTE1NDk2Ng

StandupJetskier

US FF quality is better in Europe and Japan, not super expensive, and workers get benefits...

nachoss7

Formfactor (FF) is getting beaten right now. Since its competitor Technoprobe is rising up, I would expect that this is pure overselling. What do you guys think? Buy the dip?

kenzosauras

I get gov pension as a FF which is great, but my income isn't stellar at 56k a year, so after 7.5% is taken out for retirement, plus having a kid in daycare and overall trying to survive day to day stuff, I'm lucky to put in 100 to 200 into my roth every paycheck. If I can swing it for that check. We don't Vest until 15 years on, so I wanted a safety net incase I get injured.

SignificanceLate7002

Faraday Future Announces that FF AI-Robotics has Signed an MOU with RobotShop, One of North America’s Leading Robotics-Focused E-Commerce Platforms https://www.stocktitan.net/news/FFAI/faraday-future-announces-that-ff-ai-robotics-has-signed-an-mou-with-93hhf09y77rt.html Earnings are also tomorrow after hours with a conference call scheduled for 7:30pm ET

ohhhhcanada

The combos are their money makers but Wendy’s still has the sub-$2 burger. It’s called the junior hamburger deluxe I think and it’s $1.75CAD. I usually get 3 of them (+ extra leaf lettuce and extra tomato for free) and it’s like $5 something and I’m good. If I’m starving I get 4 and it’s only $7 something. If I want a combo with fries and drink I go to McDonald’s for the $5 McValue meal… but if I want protein, I go for 3-4 Wendy’s burgers. Both options are around $5CAD which I’m happy with for fast food. Cheap FF is a dying breed tho, it’s true People are talking about shredded lettuce but I haven’t seen that at my local Wendy’s

SignificanceLate7002

FFAI released their update. A return of the original management team and a new updated set of initiatives to be released next week. I was hoping for something more exciting. https://www.stocktitan.net/news/FFAI/faraday-future-acknowledged-and-appointed-yt-jia-as-sole-global-ceo-1oqrjr3eswzc.html This leadership transition represents a significant organizational and governance change for the Company marking the return of the founding team and founder-driven entrepreneurial spirit at both the Board and core management levels, and represents a key step in deepening the execution of the Company’s Dual-Engine Strategy of “EAI Robotics + EAI EV,” creating long-term value for stockholders, and further reinforcing the Company’s guiding principle of putting stockholders first. The Company plans to announce an upgraded set of five transformation initiatives next week. With the full return of the founding team as a new starting point, the Company aims to cross its operating inflection point as quickly as possible, unlock FF’s intrinsic value, rebuild capital market trust and confidence, and enter its next phase of growth.

whiskeytangofirefox

These morons with ex-moron CEO thought they could court business travelers and didn't know why FF business travelers didn't bite. It's not the cost. It's that no one wants to sit in a seat with no recline and then have a 6 hour layover in the Denver hub since not enough direct flights to business hubs. https://news.flyfrontier.com/frontier-airlines-announces-new-biz-travel-for-less-program-offering-convenient--rewarding-ultra-low-cost-business-travel/ If you into one way flights or cheap weekend fares with a backpack, Frontier all the way. But they're basically useless now with their shitty routes.

Jerikolol

Ghalibaf? Isnt that a hidden boss in FF7?

VaIentineX

amazing DD honestly. i do collect FF magic and thought you made sense but some comment said it was already priced into previous q4

mr_stupid_face

Yes. When FF was actually about cars

Oneok-Field

Calls on $FF

Meret123

It's impressive how everything you said is straight up wrong. >Avatar did okay 3rd best selling set after FF and LOTR. >Spiderman, TMNT and Lorwyn were all flops.  Spider-man is a top 10 selling set. We don't know about TMNT. Lorwyn was the fastest selling in-universe standard set in the first few weeks. >They didn't even get the full rights to Spiderman and had a divergent set for online vs paper product. Their next set release is scheduled to be Marvel Superheroes, which they also didn't get full rights to. WOTC got the entire Marvel rights, they didn't pay for separate IPs like Spider-man or X-men. And digital rights don't matter fiscally in the grand scheme of things because 80-90% of Magic earnings are from the paper side.

Meret123

>They thought FF set popularity would be replicated with Spider Man and Turtles No they didn't. You can tell that by looking at their product lineup. It's a reddit myth that companies expect the same results from two wildly different products. FF got a large set + 4 precons + scene boxes + a holiday bundle SPM got a small set and nothing else. TMT got a small set and 1 precon.

mulletstation

MTGA revenue is not meaningful to the overall growth of revenue, which is still mostly paper card sales. It almost doesn't matter if they have the same cards in there or not vs. paper. I expect collabs bigger than FF because that's what Maro has said, and there's plenty of survey data out there that shows they're looking at a lot of IP's. Avatar is a top 5 set of all time, it did more than 'okay'. TMNT is not a flop at the distributor level. Lorwyn is a huge hit, not sure why you think it's a flop.

delayplusreverb

Yep. I started playing standard when original Innistrad came out, and have been playing on and off since then. Would usually grind to mythic on MTGA each month for a while. Would get the mastery pass for each new set. Pretty much an every day player. When FF came out I stopped playing and haven’t even played a single match since then. Every UB set is just a mass of legendary creatures that are clearly made for the casual newcomer/commander player, not to mention the hamfisted references that they feel compelled to add (the 48 different pizza cards in tmnt, literal pointing spidermen meme card). The thought of playing with Avatar the last airbender, spiderman, and tmnt cards is extremely off putting to me. I know I’m just one guy but that’s where I stand on it personally.

mulletstation

FF also has it's own TCG that's still printing sets

mulletstation

Microsoft isn't going to sign off on any physical product right now. Formsoft is definitely a very signable and good UB target. Probably akin in size to Avatar, and would still be a top 3-5 set of all time behind LOTR/FF.

WellAintThatShiny

Couldn’t agree more. They’ve released three sets this year already, about to be four and I’m just exhausted with the meta. Earnings will probably be excellent because of the Avatar and FF sets, but this is a losing strategy long term.

1foxyboi

I disagree. Almost everyone I know who has played for years, decades even, is fatigued with the the universe beyond and external media in the game. Imo they have sacrificed long term customers and potentially whales, for short term one off buyers from New players who may like the media crossover. I think when we look back 10 years from now, we will say doing this was a bad decision even if a few of the media (like FF) do well.

collias

I say this as a long time Magic player, I’ve spent countless hours on it, and even had my brief moment in the sun as one of the top- 1000 ranked players of MTGA. This will probably come off as a bit elitist. I literally hate all of the UB stuff, and won’t spend any real money on them. FF was the one and only exception. Everything else I refuse to play with because I hate it so much. I won’t even use them in Arena when they’re essentially free, because again, I hate them. Please just stick to the actual Magic universe, Hasbro. It’s actually good.

mulletstation

FF is still being printed and ordered by stores/distbutors. It's by no means a finished product. It'll just keep adding to the bottom line as long as they have legal access in their licensing agreement. MARO has said SPM is a top 10 set of all time. Even if it isn't getting picked up quickly stores will order these future products at max quantity to maintain their access to the products.

Mundus6

Most sets underperformed. They thought FF set popularity would be replicated with Spider Man and Turtles. It was not. The regular magic sets have been doing pretty well though. But I don't think their earnings will be any good, unless DND did well. Cause magic peaked with Final Fantasy. In terms of sales.

mulletstation

FF released but they still are printing FF play/commander and ancillary products. They will keep that money hose on as long as they legally can, and presumably will make a FF2 FF3, etc... sets in the future as long as they can pay for the IP license.

Aware_Secret_8910

Hasbro will be fucked. The recent sets are sitting on shelves and not selling. The companies that got product on the FF hype have Spiderman and TMNT on clearance because people wouldn't even take them as a gift. Star Trek will also be a disaster.

c4gsavages

Didn't FF release last year, hence it woulda been included in Q4 ER at the latest. It wouldn't be in Q1 of 2026. Correct me if I'm wrong though. I don't play MTG though. I can understand the growth as new sets and collabs happen; however, ER this quarter could prove a short pullback beforehand due to failed ER.

Prestigious_Suit_202

I cant wait for MMM >!Market Manipulation Monday!< followed by some sweet TT >!Taco Tuesday!<. You already know its gonna be a sweet ass WW >!Winning Wednesday!<. Can't forget TiT >!Triple it Thursday!<, and I kind of have a feeling were gonna have a FF >!Freaky Friday!<. but no matter what BRF >!ber r fuk!<. Jah Bless.

Retaining-Wall

Getting a not mangled Whopper would be a good start. It was one of my favourite FF burgers at one point.

PatrickSebast

I think one of the biggest concerns being missed is if GTA 6 taking so long has killed a substantial portion of the initial market because if the game isn't over the top good that might stop it from being the blockbuster they need after investing a billion dollars in the game. Square-Enix for example has recently had discussions about how the Final Fantasy brand lost some fan power due to the huge gap between games - in their early era fans were playing a new FF every year or two - so people grew up with the games. In the modern era there has been a 7 year gap between games so they essentially only get a single game for the new generations teenage years which would generally be the core 'new' audience for the games. GTA6 has strong marketing but a good chunk of Gen Z had more limited exposure to the series.

Phantom01001

No Ceasefire FF

gatovision

Thats crazy short interest if true. Imagine WSB latching on again in mass for a short squeeze for their fav company 😂. I still dig Wendys, hit it a couple times a year. for a FF burger it can be pretty good. I dont understand how the stock has been crushed this bad. Im buying some. Their p/s and p/e are so low. They just don’t seem interested in growing but i think they’d do ok, they say they’re international but i never see a Wendys outside US. Wonder if the bears are seeing bankruptcy? i dont get shorting to bankruptcy, so much risk, the short money has been made

midwestck

Ex-AI GDP was stagnant in H1 2025 because every industry froze in place while Trump played whack-a-mole with our international trading partners. It's a little odd that the BEA's own analysis of the Q1 miss does cite supply chain and COVID deficit spending but does not cite the invasion, while subsequent quarters show consecutive GDP improvements over that quarter. Temporal precedence and all that. Auto mfg supply chain was already logjammed in late 2021 from COVID and by God auto inventory is the first thing BEA cites in their analysis of Q1 2022. Q1 2022 was also the local bottom of government spending while weaning ourselves off the massive deficit subsidization of the COVID era. Also at rock bottom was the FF rate, leaving us with absolutely nothing left in the chamber. Again, I'm not saying the war didn't exacerbate the underlying issues, but all these pieces were in place before the invasion occurred.

Additional_Problem_1

Part 3 or something else? FF7r is incredible imo lol

PM_me_AwkwardStories

You can disable this in the settings. [It's buried deep tho.](https://www.bing.com/search?q=disable+windows+%22finishing+setting+up%22+prompt&form=WSBEDG&qs=SW&cvid=06b3abc2c76d40d7bb71484ada0b9a19&pq=disable+windows+%22finishing+setting+up%22+prompt&cc=US&setlang=en-US&nclid=915D9066F3A5AD2545DCC4F8280FF7D8&ts=1774360587108&PC=WSBQUF)

be_o3

really feel like crap and I could have sold MU for a big profit FF

ZealousidealSector19

FF7 ❤️

be_o3

why does it now seem so obvious i should hav' sold mu FF

Icy_Jelly_315

Are you hegseth in disguise? The proper FF attack is on Turkey because that brings NATO in whether they like it or not

Turbulent-Grab-8352

Wait until the strikes on Gulf energy escalate, which...let's face it, is looking basically like a lock. 48 hours from sometime yesterday to open the strait, won't happen - trump hits infrastructure, Iran hits back and the war stops being the bottleneck - the world's FF outputs is down 10-15 percent for the long-term which no quick fix available

oswaldcopperpot

For some reason most FF places abroad seem to be better run. Although, I wouldn't really know. The very last place I'd want to eat is fast food from back home.

Majestic_Republic_45

The answer to your headline is “100% Yes”. Let!s look at a couple recent examples. The market dumped at the beginning of the Russia/Ukraine war. Headlines predict doom and gloom and the market is going to tank. People sell. People see others sell and it’s a chain reaction. Fast forward to Liberation Day. Almost every economist got the effect of tarrifs wrong, but market tanked. FF to Iran war. The whole world will be without oil, the straight will be closed forever and blah. blah. I added big chunks to positions during the first two and will for this one. Play the long game and win.

Fineous40

No, but it’s the goat FF.

PlayfulSurprise5237

That's somewhat worth mentioning I suppose. Although they are at peak fossil field usage right now actually, and there isn't expected to be a decline until like 2030 or 2035. Their nation has just grown so much that even though they have made a relatively MASSIVE shift to green energy, it isn't enough yet to out weight the rise in FF usage cause of that growth.

CONHEO13

The Turks from FF7? I like Rude the best

Affectionate-West112

Iran is that guy who refuses to FF a lost match, holding the whole team hostage

phantom_phreak

Three total MQ9s lost so far, one to FF from kuwait, one due to operator error, one unknown... = "dropping like flies" ? K... Echo chamber out!

leeuwvanvlaanderen

Three of them getting gunned down by FF is still wild though

TimeTravelingChris

I do. F15s never get shot down except for FF.

inspired2betterment

The endless proof of their record picks over and over and over and over again!! There’s a FF btw. It’s hard to find but click on full screen on phone then smaller then touch the little screen and you can FF. Only way to go.

Status_Pride_9444

This is my final opinion on this company. I plan on sending a letter to the board so they have to confirm or deny. FutureFuel (NYSE: FF): The "Double Squeeze" Arbitrage Why the market’s "Dead Money" view is masking a $27.00 Battery Material Asset. Executive Summary The consensus view on FutureFuel Corp. (NYSE: FF) is grim: a rudderless biodiesel refiner with a deceased founder, idled production, and no forward guidance. The stock trades near book value (~$4.00), priced for liquidation. The Contrarian Thesis: This is not a liquidation; it is a Controlled Metamorphosis. We believe the Estate of the late Paul Novelly is executing a strategic "quiet period" to minimize Federal Estate Taxes due in May 2026. Beneath the surface of the "idled" fuel business, the company has assembled a fully permitted, government-validated Battery Material Supply Chain (Anode, Cathode, Electrolyte) that the market has valued at zero. This creates a classic Information Asymmetry: The public sees a dying fuel stock; the insiders see a dormant Gigafactory. I. The Estate Tax 'Incentive Structure' The "Silence" is the Strategy In late 2024/early 2025, Chairman Paul Novelly passed away. This started a 15-month clock for the Federal Estate Tax, due May 6, 2026. The Estate, controlling ~40% of shares, faces a perverse financial incentive: Good news is expensive. The Tax Trap: If the company announces a major battery pivot today, the stock could re-rate to $15.00. The Estate would then owe 40% tax on that inflated value. The Optimization: It is rational for the Estate to maintain "Strategic Silence"—idling the low-margin biodiesel plant and refusing to issue guidance—to keep the valuation anchored near book value ($4.00) until the tax liability is settled. The Signal: While the "news" is bad, the "smart money" is buying. CEO Roeland Polet purchased shares on the open market after the biodiesel plant was idled. Renaissance Technologies (RenTech) has accumulated a ~4% stake. Insiders are not exiting a dying business; they are positioning for a spin-off. II. The 'Hidden' Battery Complex The market values FF as a biodiesel refinery (4x P/E). This overlooks four critical assets that have been "hidden" in plain sight within the company's chemical segment. 1. The Cathode Monopoly (Li-SIPA) The Asset: FutureFuel holds U.S. Patent 8,884,045 for the purification of 5-Lithiosulfoisophthalic Acid (Li-SIPA). The Mosaic: This is not just a chemical; it is the specific precursor required for Single-Ion Conducting Binders. The Smoking Gun: Samsung SDI holds U.S. Patent 9,123,970, which explicitly describes a battery binder requiring the exact sulfonated lithium salts FutureFuel produces. In a post-IRA world, Samsung cannot import this from China. FutureFuel is the logical, if not exclusive, domestic supplier. 2. The "Zero-Cost" Anode Facility The Asset: A 48,000 sq. ft. facility retrofitted with $12.6M in DOE funding (Award EA-1760) to mill and coat intermediate anode materials. The Arbitrage: Because this grant dates back to 2010, the asset is likely fully depreciated (Book Value: $0). However, its Replacement Value is massive. Building a permitted anode coating plant today takes 3-5 years. FutureFuel has one sitting idle, ready for a partner like... III. Valuation: The Sum-of-the-Parts When we strip away the "Dead Biodiesel" narrative and price the chemical assets at industry-standard multiples (15x EBITDA for Specialty Chemicals), the valuation disconnect becomes extreme. Asset Class Valuation Logic Implied Share Price 1. Net Cash & Investments Actual (Q3 '25) $1.95 2. Bio-Refinery (Liquidation) Scrap Value ~$2.00 3. Battery Pivot (Li-SIPA/Glycerin) 15x EBITDA ~$20.00+ Total Intrinsic Value Sum-of-Parts ~$24.00 - $27.00 Current Trading Price: ~$4.37 The "Take-Private" Danger Zone: $6.00 - $6.50 The Upside Target: $27.00 IV. The Catalyst & Conclusion The "Double Squeeze" Endgame We believe the Estate is preparing for one of two outcomes: The Low-Ball Buyout: A "Take-Private" offer at $6.00 before May 2026. This would lock in a low tax basis for the Estate and steal the battery upside from public shareholders. The "Big Reveal": Immediately following the tax settlement in May 2026, the company announces the battery contracts, re-rating the stock to $20.00+. Conclusion FutureFuel is a mislabeled asset. It is a Battery Material Precursor Complex masquerading as a distressed fuel stock. For investors willing to wait out the "Estate Tax Clock," the asymmetry between the $4.00 share price and the replacement value of the assets offers one of the most compelling risk/reward profiles in the chemical sector. Disclaimer: long ff common with may and august calls hoping to convert. I am biased. I stand to gain if the share price goes up.This report represents the opinion of the author and is not investment advice. Do your own diligence.

zbern

Starting a position in GFF. Took most of the last night to dive deeper into them and this turnaround pure-play story. [The thesis stems from the commercial side, they make garage doors.](https://www.clopaydoor.com/commercial-door-products) Their moat is strong and extends beyond data centers and AI/Tech while also benefiting. While they can't compete full out with [Big Ass Fans](https://store.bigassfans.com/en_us/for-business?_gl=1*8ljeu7*_gcl_au*MTY3MzA1NDA1MC4xNzcyMDIwNjE5*_ga*MTQwMzI2MDQxLjE3NzIwMjA2MTk.*_ga_FF2C1WQ6SH*czE3NzIwMjA2MTgkbzEkZzAkdDE3NzIwMjA2MTgkajYwJGwwJGgxMDgyNTk5NjU3), [they can at least take some share from them while bidding on new builds.](https://industrialfans.hunterfan.com/?_gl=1*16jkdgb*_gcl_aw*R0NMLjE3NzIwMjA1MjkuQ2p3S0NBaUEyUHJNQmhBNEVpd0F3cEh5Q3pQcWw0Q1g4WXd2Q1RyTy1GSE95N3Z2YUg5MmFEQ2FSRmd3dGJNdzFwaDcwRDc2elJLRGdSb0NVeVlRQXZEX0J3RQ..*_gcl_au*MTAyNDQ2ODc3NS4xNzcyMDIwNTI5*_ga*MTU4ODg2NzE3NC4xNzcyMDIwNTI3*_ga_08XN30BSWY*czE3NzIwMjA1MjkkbzEkZzAkdDE3NzIwMjA1MjkkajYwJGwwJGgw) The debt is the big worry, but management seems to have a solid plan in place once this turnaround is complete and beyond. If a new house or building is going up odds are GFF will supply the garage door and possibly toss a fan or 2 in there for a bundle. [Most recent investor presentation](https://ir.griffon.com/static-files/efd72045-cf89-4563-bd2f-c621761dd0be)

Status_Pride_9444

$FF: The "Double Squeeze" Thesis. Why a Billionaire Estate May Be Taking a Stealth Battery Supplier Private. (Price Target: $5.50 Buyout // $12.00+ Re-Rate) Disclaimer: I am Long $FF. This report is for informational purposes only and does not constitute financial or investment advice. The content herein is based on my interpretation of publicly available SEC filings, tax codes, and industry data (The Mosaic Theory). The "Buyout Thesis" represents a speculative scenario based on the author's analysis of estate tax incentives. All investors should perform their own due diligence. 1. The Executive Summary The Catalyst: The controlling shareholder (Chairman) died in Feb 2025. The Clock: The Estate faces a rigid IRS Tax Deadline in May 2026. The Setup: Filings show the Estate has not sold a single share to pay the taxes. This lack of selling suggests to me that they may have pre-funded a "Take-Private" deal using the company's own cash. The Hidden Asset: The company appears to be quietly transitioning from biofuels to a Tier 2 Battery Material Supplier, utilizing a "Chemical Arsenal" of binders, anode stabilizers, and electronic-grade methanol that I believe the market currently values at zero. 2. The Financial Engine: The "Dead Man's Switch" The thesis rests on a legal forcing function that, in my opinion, makes the status quo mathematically inefficient for the controlling family. A. The Hard Deadline (May 6, 2026) Fact: Paul "Tony" Novelly (Founder/Chairman) passed away on Feb 6, 2025. The Liability: The Estate controls ~40% of the company. Under IRS rules, the Federal Estate Tax (40%) on this block is generally due 15 months post-death. The Signal: In the 12 months since his death, SEC filings show the Estate has sold ZERO shares on the open market. The Implication: If they aren't selling shares to raise cash for the IRS, it is my opinion that they are planning a single Liquidity Event (Sale or Take-Private) to settle the bill in one lump sum. B. The "War Chest" (The Potential Funding) Fact: In March 2024—just months before the Chairman’s passing—the Board declared a massive $2.50 Special Dividend. The Transfer: This move transferred ~$44 Million of corporate cash directly into the Novelly family’s private accounts. The Theory: This creates what looks like a perfect "Equity Check." In a privatization scenario, the family now has the cash on hand to fund the equity portion of a deal without needing to find outside partners. It appears to me they effectively capitalized the potential buyout using the company's own balance sheet. 3. The Hidden Asset: The "Chemical Arsenal" Why take it private now? The timing suggests the Estate realizes the Batesville plant is no longer just a biodiesel refinery—my research indicates it is effectively a Battery Material Gigafactory in disguise. A. The "Li-SIPA" Moat (The Binder) Fact: FutureFuel currently lists Li-SIPA (Lithiosulfoisophthalic Acid) in its product catalog. The Application: In the EV Sector, this chemical is known to act as a next-gen Single-Ion Conducting Binder that replaces PVDF in Lithium-Ion batteries. The Arbitrage: The market currently prices $FF as a biodiesel blender (approx 4x P/E). If re-rated as a domestic Tier 2 Battery Supplier, comparable valuations suggest a potential multiple expansion to 15x. B. The Revenue Multipliers (The Full Catalog) Beyond the binder, $FF has activated a suite of products that I believe could drive significant high-margin revenue: Electronic-Grade Methanol (DMFC): The facility possesses existing distillation towers capable of polishing methanol to electronic grade for Direct Methanol Fuel Cells. Because this utilizes existing infrastructure, I estimate this revenue stream would have near-zero marginal CapEx and would not reduce reactor capacity for other lines. Anode Stabilizers (FutureChem CDS): This catechol-based dispersant acts as "molecular velcro" for Silicon Anodes. Industry data suggests this chemistry is critical for preventing cracking in next-gen high-capacity EVs. Bio-Solvents (MME/DEM): They produce green alternatives to NMP (a toxic solvent used in battery manufacturing). As the EPA clamps down on NMP, I believe FutureFuel’s bio-solvents are positioned to capture market share. C. The "Permit Wall" Fact: Their Batesville, AR facility holds grandfathered EPA/RCRA permits for bulk sulfonation. The Moat: It is estimated that a competitor would need 3-5 years and $500M+ to permit and build a similar facility. FutureFuel is production-ready today. 4. The Architect: "The Deal CEO" Management changes strongly suggest to me that a transaction is the primary goal. The Hire: Roeland Polet was appointed CEO (and later Chairman) just prior to the Founder's death. The Profile: Polet is an external M&A Specialist (ex-DSM Materials), not a legacy operations manager. The Contract: His compensation is heavily weighted toward "Service Time" and includes standard "Change of Control" provisions. In my view, he fits the profile of an executive hired to package and sell the asset. 5. The Trade Structure The "Hard Floor": $3.86 (Book Value). At this price, investors are effectively paying for the cash and land, getting the operating business for free. The Ceiling (Buyout): $5.50 - $6.50. (Estimated premium the Estate might pay to take it private). The Blue Sky (Re-Rate): $12.00+. (If they announce the Battery Pivot publicly). Conclusion: The Novelly Estate appears to be executing a "Strategic Consolidation." They are cornered by the IRS deadline in May 2026, and they have the cash (from the 2024 dividend) to potentially buy their way out. Im just trying to get it in the publics eye so we can show the real value after the lowball. I want the real fair value for all. This thesis represents over 70 hours of due diligence since 2/14. This is my speculative mosaic theory. Full disclosure I am long ff common with may and August calls. This opinion is biased and I stand to gain if the price goes up. Not financial advice i am not a financial adviser. Do your own due diligence

orsomeshitidk

Healthcare and emergency response like EMT/FF going to dominated by human labor for a long time. If AGI advances enough that robots can replace a firefighting station then there’s no point in really worrying about what you should do cause there will be no jobs

BellacosePlayer

I haven't finished the FF7 remakes yet, no spoilers!

clearview384

Yea. I have a few m for margin and pretty active trader but the best they could do was 1.35%. They assigned me the consultant who’s been pretty great to deal with. Overall I’m happy with the 1.35%+FF but hoping rates will come down and I’ll be sitting at 3%. They refused to RH.

Nomad-2002

See https://www.reddit.com/r/Schwab/s/E0Cn1I4Qw7 Robinhood's website says FF + .2% for $50 million

clearview384

Damn. Who has FF + .3. I need to see how they got that rate

Nomad-2002

Other reedits have posted FF +0.30%. I have FF +3.75% They wouldn't match Robinhood 4.25% (1 million), 4.5% ($100,000).

Mysterious-Device-53

I am a fan. But this particular order hit different. I don't eat FF often though

kiwimancy

The Fama-French model is not a model portfolio. It is five portfolios, four of which are market neutral. How you should combine those together into one portfolio is out of their chosen scope. It's probably in scope for Ben Felix, but I have not watched his video. It also has nothing to do with US vs global. The Fama-Frech papers are constructed with a US stock universe. The model portfolio you quote only involves the market factor (RM-RF), size (SMB), and value (HML) from FF's original three factor model, not the other two factors in their five factor model, profitability and investment, which are now commonly grouped together into a quality factor. (It also doesn't include other factors that other researchers have categorized such as momentum and volatility, but you did not include those as a goal.) What is your goal? Do you want to maximize exposure to FF's five particular factors with retail instruments? Do you want to replicate whatever Ben Felix recommended to Canadians with US ETFs? Do you want our own recommendations for a global portfolio with tilts towards various factors? Something else?

Banackock

FF.TO

Ok_Customer_7012

He doesn’t give a FF about anybody but himself.

Hankstravaganza

I’m FF+1.5% with CS, you can’t have margin on a PAL account, I’m not sure if options either. You’d have to open a separate account and transfer money to it, I’m not sure if they allow that either.

Rayzor_Rancher

$NFLX. Fire Ted Sarandos. This college dropout who is married to the nepo baby daughter of a Motown CEO and who was about the first elite Hollywood scrub to promote then Senator Obama and whose nepo baby kids are both wannabe directors will destroy shareholders in his insane quest to own WBD and there is no chance it will pass antitrust. FF Ted!

Chenman15

Tesla you FF!

xTheatreTechie

https://pbs.twimg.com/media/FF1ro8cVUAE3iIM.jpg

marlinspike

They’ve misfired hugely on Copilot, and Claude Cowork, Claude in Excel and Claude Code are basically what copilot should have been. There’s 3.3% uptake of Copilot in M365 customers and it’s plain to see why. Copilot can’t even find email let along search across doc types and compose a new doc. This is something that Claude, Gemini and ChatGPT readily do with the GMail connection or the Microsoft Graph connection. The problem is Microsoft’s culture. It’s technically light and very fat on non-tech and long-timers who are complacent on fat/happy on M365 revenue. The pace of AI is already too fast and the engineering depth to innovate at pace and in depth is too great for Microsoft to keep up with. That’s not to say the house of cards falls immediately, but it’s inevitable. Claude in Excel is exactly a case in point. It is easily in Microsoft’s wheelhouse but MAI (Microsoft AI), has produced zero products that are noteworthy, zero models or systems that elevate tooling, but tons of marketing slop about how SaaS is dead and agents are the new databases. Zero action on that. What they did, was produce Mico the amazingly even more annoying Clippy. FF to now: hardware spend is up, revenue recoup on that is down and worribgly Google’s nipping at their heels and taking customers on Gemini and GCP. Microsoft doesn’t have the products or data or engineering talent or culture organically to compete with Google, let alone Anthropic. OAI is the only bet and that’s hemorrhaging money and MSFT has IP for the next 6 years, and then it’s a big ?. I don’t know if OAI has runway for the next 6 years but if it does, it will be on cleaving huge market from Microsoft. Microsoft has escaped the big company guillotine a few times, because Windows and M365 bailed it out. That’s no longer the case, and in the last 40 years it’s become a technically weaker and sloppy/fat company with way too many layers of useless middle management. Satya is rightly credited with pivoting to Azure and making the initial bet on OpenAI, but I think the pace of innovation and the inability to keep up is finally catching up. The only way forward is to be like Amazon and cut away the M365-driven fat in its workforce and that will run against the culture. I think the clock is ticking for Microsoft and it’s finally running out of hat tricks to elude the grim reaper of S&P5 companies. 

Frozen_Shades

New movie was kinda fun but I love FF stuff.

jrex035

FF4

SignificanceLate7002

FFAI NEWS The First FF EAI Robotics Product Has Completed U.S. Regulatory Certification and is About to Officially Begin Sales https://www.stocktitan.net/news/FFAI/faraday-future-founder-and-co-ceo-yt-jia-shares-weekly-investor-rqq8m5vktc2b.html

Napster-mp3

That’s badass. Saw FF a couple years ago and it was actually incredible live

zxc123zxc123

I felt it was crazy how quickly folks just labeled Alphabet as AI road kill when Gemini was not that different from GPT and likely to be quick to adopt. Then there was: * Existing search/index/adsense ~~monopoly~~ DOJ rated non-monopoly/duopoly * A host of products for them to mine data from including but not limited to sheets, gmail, google voice, reviews, notes/calendar, google drive, maps/earth, autheticator, etcetc. * GoogleFi internet/mobile service, Nest products, Chromebooks, Pixel, Calico, Deepmind, etc * Chrome browser dominance shared with Safari/FF. Chromuim's dominance * Chrome OS, Google suite, and G-meets trying to nib away at MSFT Windows/office/teams for years * Android being the most popular mobile system holding a duopoly with Apple. * GooglePay and ApplePay holding the market duopoly for mobile payments (in the west). Add Alibaba if you want to count total. * Youtube by itself making more money and having more hours/users than NFLX despite having a fraction of the cost. Not accounting for the integrations/synergy it has with the Alphabet line of products. * Alphabet being an 8% shareholder of SpaceX, 11% shareholder of PlanetLabs, even some ASTS, and other companies * Waymo and other autonomous investments that pair well with google maps/earth. I would have bought the dip if my portfolio wasn't already heavily overweight google 25-35% of portfolio. But yeah the "AI roadkill" all day every day was a bit much.

AndItsThetaAgain

What does FF even do What does it stand for I keep asking but he just cries in ber and then evaporates

Technical-Fig-4841

Training with FF is complete I am full bear back now, on red days I flash ass, lemme grab my shorts 

Technical-Fig-4841

 Its EOY jpow tried being sued fo 17th time, walks like a boss Interest rates cut for 15th time although new mortgages rates at 9 percent. Fed celebrates target achieve  🥭 declares poverty eliminated. Youth scrambles for dumpster diving, cartel too broke declared bankruptcy oath to no selling coke ever, mix shipments only Market disintegrated FF fled to tieland too many payday loans, I mite finally japenis and try some weird censored sax

SangerGRBY

Perma ganked by jungle and seal team 6. FF15

sonofalando

NVIDIA giving me Shinra vibes from FF7 👀

SignificanceLate7002

ANGX - Angel Studios animated film David took the number two box office spot this weekend with $22 million and received an outperform rating from Oppenheimer & Co. With an $8 PT. FFAI -Faraday Future and Faraday X Announce That the First FX Super One Pre-Production Vehicle Has Successfully Rolled Off the Line at its FF AI-Factory in California.

falling_knives

At first, I was like, bro, you're only down $1.7k, then I saw the next picture. F. Then the 3rd one, FF. Yeah, time to stop gambling on options. Just do shares.