IP

shortitforever

Movements are not pretty this morning. Calls on IP.

breadbedman

Not the model weights which are the most important part of their IP

Hamzehaq7

man, i gotta say, those numbers are wild! +1,362% revenue growth is insane, especially for a small cap. sounds like they’re really nailing that transition to an IP model. if they keep executing, it could definitely catch more eyes. the target range you're talking about feels pretty optimistic, but with those gross margins improving and first positive income, it seems like they might just be getting started. i mean, who doesn’t love a good transformation story? i’m curious, what do you think would be the main catalyst for them to hit those high targets?

Strange-Scarcity

I bought shares through Seedinvest in MMO developer. (I know that was NOT a great move.) The money was ostensibly for marketing and tightening up code, leading into the release. The release happened, without the promised marketing and the game was seriously unoptimized. The primary owner of the company, sold off the IP to an employee of the company, for around a $1, left the company with no assets and just walked away. I personally wasn't expecting to become wealthy off the investment, it was a small amount of money, in the bigger picture. I expected the value to go down, maybe never return to my original investment. I would have been happy if, at a future point, I could have made a handful of dollars or even broke even on selling my stake. I never expected, stripping the company bare, selling off all assets for a handshake and a "McDonald's Medium Soda" of value, and then walking away, leaving a shell behind that was dissolved because the POS founder couldn't even bother to file yearly reporting.

sobrique

Yeah, this. There's undoubtedly going to be some fizzles, as some of the big players in AI fail to turn their investment into product, but the sector is about as likely to die as 'internet search'. Sure, Altavista didn't make it, but ... And I'm certain there's going to be a bunch of companies doing really stupid things because they didn't really understand the pitfalls of AI too. But there's also a lot of 'second wave' AI development that isn't in the mass media yet, as companies start to do more focussed R&D driven off the back of the rapid improvement in GPUs, Interconnects, and understanding of machine learning, training and model design. That doesn't IMO mean every AI company is 'safe' - I'm sure there will be a bunch of 'fail-to-monetize' collapses. I mean, a lot of 'AI usage' right now is functionally freeloading - generative AI is a great example of something that _might_ fizzle, because the product is mediocre, but the 'cost' of the input/resources is non-trivial - even if you do 'gloss over' the fact that it was probably driven by significant IP theft, what do you do when the IP you 'steal' dries up because you've made it completely no viable as an industry? I mean, maybe that won't happen - I'm pretty sure there'll be larger companies like say, Disney, who realise they can train on their own stuff, and use it as an 'assist' for their own teams to vastly improve productivity, but ...

KFSX

I bought the stock because they own the IP to Lower Decks, so I think that makes them an interesting play since I like that show

Hamzehaq7

totally feel you on this, DVLT's growth is wild. going from $2.6M to $39.1M is a huge jump, and the profitability signals are def a game changer. most microcaps just bleed cash forever, so seeing them actually turn a profit is refreshing. the NYIAX deal is super interesting, too. having access to that kind of IP can be a massive advantage in the tokenization space. like you said, they aren't just throwing spaghetti at the wall. the valuation at ~$100M looks enticing given their growth trajectory, but gotta keep an eye on the market sentiment and how they execute. def gonna watch this one closely! what’s your outlook on their next steps?

Frequent_Pay_5961

VPN does not make IP meaningless when most of the people using a vpn are utilizing vpn companies that are just taking your data & money to hide you from the other companies (if that), some don’t even do that and just lie to you.

akr069a

If they were to find better treatments they would just sell them to corporations and those corporations would make it very expensive. Our tax dollars pay for a lot of the research that goes into new treatments. The research then gets bought and it becomes IP and trade secrets. Universities don't have the infrastructure, capital, etc., required to take it from the lab to patients.

Icy-Sheepherder-7595

They're too integrated into the enterprise/corporate world. I just don't buy the idea that a large company would be using Figma or Canva. Firefly IP protection was a big reason for me to buy in. But yea I am feeling the pain on it so. Wish I waited till now to buy honestly. I knew this one had a long road to recovery anyways but for a little ahead of myself I guess

lethal-liking

I don't think they're analogous at all. Verizon is just wireless. No media. No content. No hardware. No IP. Just pipes and crap customer service. I think Verizon has more future proofing because their infrastructure is more modern. It still sucks, but at least it's not copper under ground. Verizon doesn't have the Last Mike problem that will always plague CC.

lethal-liking

Because they're a dying business with an outmoded model and a ton of expensive infrastructure that is difficult to upgrade. They've turned their backs on their technology edge (they spent a decade build white labeled IP products and the went "Nah") in favor of keeping their battalions of operations exec & middle management fat-n-happy because they don't understand the tech. They're RF, FFS, wireless is eventually going to eat them alive and they refuse to learn how to do customer service. Peacock is awful, their content continues to age poorly and they aggressively fail to leverage it up. The brightest spot they've got is Universal Parks, and that is inextricably tied to one of the most toxic brands out there (HP and the Terfs). They're TEN PERCENT of the internet and they STILL treat their customers like garbage.

yyzip

Tersana was a brand owned by Amyris.  Not saying that they didn't get around the patents that ACB licensed from the university of Saskatchewan and the National research Council of Canada, but you can look at their IP portfolio to figure out what they were doing. Also, ACB didn't own the entire pathway, just certain ways to get between the stops.  Lastly, how is this a major hit? Is anyone still trying to use biosynthesis to make cannabinoids? That should tell you about the commercial relevance.

yyzip

Tersana was a brand owned by Amyris.  Not saying that they didn't get around the patents that ACB licensed from the university of Saskatchewan and the National research Council of Canada, but you can look at their IP portfolio to figure out what they were doing. Also, ACB didn't own the entire pathway, just certain ways to get between the stops.  Lastly, how is this a major hit? Is anyone still trying to use biosynthesis to make cannabinoids? That should tell you about the commercial relevance.

Dangerous-Mouse-976

Buying Anebulo Pharmaceuticals ANEB. I think they delisted to see. I used Ai for my analysis. Let me know you thoughts. The valuation case: Independent professional fairness opinion from Houlihan Capital valued the company at $3.50 per share in July 2025. Current price $0.88 to $1.00 represents an 71 to 75% discount to that independent professional valuation. You’re buying a dollar for 25 to 29 cents. The insider conviction: Aron English and 22NW deployed over $23 million across five separate purchases with zero sells ever. His most recent deployment was $10 million at $0.99 in December 2024 — after the oral program pivot, after the going-private announcement, after bankers said institutional interest was zero. He bought anyway. Professional fund manager with fiduciary obligations doesn’t do that without specific reason to believe value will be realized. The conditional pharma thesis: The coordinated December 2024 package — commercial consultant confirmation, FDA pre-IND meeting, $10 million capital deployment, all simultaneously — strongly suggests specific conditional pharma interest requiring Phase 1 IV safety data as the triggering condition. You don’t assemble that package without a specific reason. The going-private timing: Delisted February 2026 immediately after JPMorgan Healthcare Conference January 2026. Cunningham almost certainly had confidential pharma conversations at JPMorgan. Form 15 filed within weeks creating complete information darkness protecting those conversations from disclosure. The timing is surgical not coincidental. No banker hired: Companies run formal M&A processes with investment bankers when they don’t know who their buyer is. Anebulo never hired an M&A banker. That suggests they already know who their buyer is and don’t need a competitive process. The science is real: Completed Phase 1 and Phase 2 oral with positive efficacy data permanently banked. Clean safety profile across 250 subjects. First-in-class CB1 antagonist mechanism with zero competition. Active Phase 1 IV study enrolling right now with August 2026 completion. FDA actively collaborating on development — unusual and valuable signal. Federal validation: NIDA awarded Year 1 and Year 2 grants totaling approximately $1.9 million. Federal agencies don’t fund research they don’t believe in. Independent scientific validation from the National Institutes of Health. FDA collaboration: FDA specifically proposed close ongoing collaboration to advance the pediatric program. That language — close ongoing collaboration — is unusual. FDA doesn’t say that casually. It signals genuine institutional interest in seeing this drug developed. The PRV pathway: Priority Review Voucher worth $150 million upon FDA approval of a pediatric indication before September 2029. A pharma acquirer who can execute Phase 2 IV and get approval before 2029 captures $150 million that partially or fully offsets their acquisition cost. The PRV makes the economics of buying Anebulo dramatically more attractive for the right acquirer. The commercial consultant validation: A top five pharmaceutical consulting firm — the same firms that advise major pharma companies on commercial decisions — evaluated the pediatric ACI indication and confirmed it as commercially viable. This isn’t Cunningham’s opinion. It’s independent professional validation that pharma BD teams can reference in their own internal approval processes. The board composition: Every board member has specific relevant experience. Cunningham — pharma deals at Icagen with Roche and Sanofi. Shah — Goldman, JPMorgan, Warburg, Sumitomo, Genentech. Lin — sold Ab Initio to Ligand himself. Aryeh — on Ligand board. Kupchyk — former FDA Associate Chief Counsel for Drugs. English — 22NW conviction buyer. Lawler — founder with skin in the game. This is not a passive board. It’s assembled specifically to execute a transaction. Nantahala held through everything: An independent institutional investor with 8.53% ownership held through the going-private drama, the tender offer disappointment, the delisting, and the Form 15. They filed a 13G at the moment of delisting confirming their continued ownership. Sophisticated institutional investors don’t hold through that level of corporate chaos without conviction in the underlying value. The oral program floor value: Even if the IV pediatric program never generates a transaction the oral Phase 2 data package, manufacturing process, patent estate, and FDA relationship support a floor acquisition value of $20 to $40 million — $0.50 to $1.00 per share. You’re buying the floor value with the IV pediatric program and PRV as free options. The patent estate: Three issued US patents plus six applications plus PCT filings covering methods of use, composition of matter, and delivery systems. Meaningful IP protection that transfers full value to any acquirer. Cash runway confirmed: $9 million cash plus $3 million loan facility as of December 31 2025. Management guidance says funded through at least February 2027. Phase 1 IV completes August 2026. Cash runway covers the critical data readout with months of buffer. The PRV deadline creates urgency: September 2029 sunset means a pharma acquirer must act relatively soon to capture the PRV value before the window closes. Every month of delay reduces the time available to complete Phase 2 IV and get FDA approval. The deadline creates negotiating urgency that works in English’s favor. The cannabis market is growing: Legal cannabis expanding globally. Higher potency products increasing ACI severity. More pediatric exposures as legalization spreads. The commercial opportunity English and the commercial consultant evaluated in 2024 is larger in 2026 and will be larger still in 2028 when a Phase 3 oral or Phase 2 IV could complete. The sophisticated buyer activity this week: 48,506 shares traded Friday alone. Consistent $1.00 price support all week. Algorithmic accumulation suggesting institutional or sophisticated capital. A fund potentially trying to accumulate below $1.00 with specific price discipline. Smart money finding the same thesis independently and deploying real capital. The information asymmetry: Post Form 15 Anebulo has zero disclosure obligations. Any pharma conversation, any LOI, any term sheet, any data room activity is completely invisible. A deal announcement could come with zero warning at any time. The upside is binary and sudden. You either miss it or you don’t. The risk reward at current prices: Cost $0.88 to $1.00. Houlihan fair value $3.50. Potential deal value $3.50 to $5.00. Downside in distressed wind down $0.20 to $0.25. Risk reward approximately 3 to 1 to 5 to 1 at current prices. The complete bull case in one sentence: A first-in-class clinical stage pharmaceutical asset with validated Phase 2 efficacy data, active Phase 1 IV trial, FDA collaboration, NIDA validation, PRV optionality, $3.50 independent professional valuation, 51% controlling insider with $23 million deployed and zero sells, conditional pharma interest suggested by coordinated corporate actions, and complete information darkness protecting confidential deal negotiations — all trading at $0.88 to $1.00 per share with a sophisticated fund potentially accumulating below $1.00 right now

thefrozen_one

If they ever wondered about you, all they need to do is search your social security number. They’ll see every transaction, every IP address. Hell, they’ll see your Starbucks order Don’t deny the fact that this is all being gathered into multiple data centers

5HITCOMBO

Got news for you bro, they know your IP and browser and hardware. Any site you access can immediately identify you.

40907

reddit is not even remotely anonymous. They know exactly who you are unless you are using tons of security measures that 99% of people arent-- like not being logged into google on the same browser you're using reddit on, not ever connecting to reddit via your home IP address, not to mention the data collection/fingerprinting analytics they do to your accounts.

greenpride32

Musk has already publicly said the future value of the company is in robotics. He knows TSLA is just another player in the EV market as I predicted would be the case several years ago. There is no IP that protects an "EV", anybody can build one, it's a commodity product. Funny thing is robotics will be a very large market, but general humannoid robot will also be a commodity product. I think it was fair to say TSLA wa first to mass market an EV. They are definitely not first with humannoid robot.

No-Insurance100

IRGC I found one of those American soldiers working remotely from his hotel room, Shahed-136 on his IP address please

MarioMartinsen

Reasonably coppied and foreign goods which compete with local are illegally strangled with tarrifs and pushed to form JV so all IP , know how could be easy accessable?

Emergency-Note1162

Get an IP box and close this shit

4221

Yeah but my IP-TV has most movies and series too, so why bother? I pay for Netflix because $11 is nothing to me.

4221

As long as it is more convenient than pirating, I will pay the price. I have IP-TV for my soccer needs, but pay for Netflix because sometimes I can’t be bothered to search.

Totallycomputername

Unless viewership tanks theres no way, that IP is too massive. 

GarnetGripPart

So ARM is going from IP landlord to chip landlord and tenant at the same time. Gonna be fun explaining margins now

Creative_Squash_1083

? Yes, yes it does. A lot of companies, a lot of IP, a lot of acquisition and investment. It doesn't really acquire **banks**, is probably what you meant to say. And yeah, there is no basis for apple to do this. This AI slop is essentially "apple have lot money, why apple not spend money do thing?"

God_RL

Yeah, it has some room left. It will likely, at a minimum, attempt for a 4th touch or breakout on the recent highs, plus ARM's business strategy shift from IP to actual in-house chip production is pretty much major upside. I am looking for $190 to $240 - with AI hype, chips, etc - not unrealistic, imo.

moorhound

Microsoft don't give a shit, they just want OpenAI to trim the compute heavy fat (which they're doing with the Sora cut), focus on an inference model (which they're doing with Spud), and then eat shit on their performance obligations so Microsoft can swoop in and save them and basically steal ChatGPT 6 for CoPilot. They've got IP hosting exclusivity until 2032 and are currently heading to court to maintain it; even if OpenAI folds, all the compute legally has to run on Azure servers so no one but MSFT can do anything with it.

Background-Island923

**$ARM — Pelican's Take** ARM licenses the chip architecture that powers 99% of smartphones. Gross margins are 97.5%. The v9/CSS transition is driving higher royalty rates per chip. The bull case is that ARM becomes the toll booth for the AI era. That said, our system rates it a Sell at current prices. Here's why: **Valuation:** At $136, ARM trades at roughly 179x earnings. We comp it against Cadence CDNS) and Synopsys (SNPS) — the two closest business models (semiconductor IP/EDA licensing, 86% and 75% gross margins respectively). Those peers trade at \~70x P/E and \~12.8x EV/Sales. ARM trades at 2.5x the multiples of its closest comps. Our blended fair value comes in around $54 — DCF gets $43, comps get $51, analyst consensus is $170. **Estimates:** ARM is currently generating roughly $1bn in free cash flow and analysts expect this to grow at a massive CAGR to \~$4bn by 2030. In other words, assuming perfect execution, the business would still trade at \~35x 2030 FCF. Pelican tends to dislike companies trading at very high multiples, like ARM, PLTR, SNOW, etc due to it's valuation centric approach. **What concerns me:** \- R&D is 56% of revenue — margins are still years away from maturity \- SoftBank owns 87% — governance risk and potential share overhang if they sell down \- RISC-V is gaining traction in data centers as a lower-cost alternative \- Qualcomm litigation (trial March 2026) could disrupt a major customer relationship \- Zero insider purchases over the last 12 months The bull case works if: CSS adoption accelerates and ARM captures 50%+ of the hyperscaler CPU market by 2030, pushing data center royalties to $4B annually. **Bottom line:** Great business, but at 2.5x the valuation of its closest peers, a lot has to go right for a long time. I'd want a more attractive entry point. Full report with valuation breakdown, management scoring, and moat analysis: [https://pelicanalpha.com/research/ARM](https://pelicanalpha.com/research/ARM) Full disclosure: I'm the founder of Pelican Alpha. This isn't investment advice. No position in ARM.

AnotherThroneAway

You wouldn't want to own them anyway. They've reached peak saturation and IP splintering

Taro-Flaky

What you’re describing is the old Penguin Solution business model and I agree it wasn’t shit. No IP, no moat. This will be the first earnings call where PENG’s new vision is articulated.  But what I think folks are missing now is that Dell and HP are not competitors to PENG. I think they are partners. I don’t know why Dell would co-present with PENG at GTC and co-deploy infrastructure for Deepgram if they were trying to eliminate them as a competitor. I think it’s because PENG solved a problem they can’t or haven’t yet. To your point about “professional handyman,” I think that supports my thesis. If my house needs electrical work done, I wouldn’t call GE. I’d call a licensed electrician with 25 years of experience because they know the code requirements and can guarantee the work. So if Dell sells the servers (GE), then PENG is the one who makes it work at scale in my specific environment (electrician). The DoD and SK don’t hire handymen. The real question isn’t whether they make chips. It’s whether PENG under the leadership of the new CEO (Dell) and CPO (AWS) can own a defensible position in the AI infrastructure stack. Their statistics point to yes.

djdykes_vo

What you’re describing is the old Penguin Solution business model and I agree it wasn’t shit. No IP, no moat. This will be the first earnings call where PENG’s new vision is articulated.  But what I think folks are missing now is that Dell and HP are not competitors to PENG. I think they are more like partners. Why Dell would co-present with PENG at NVIDIA GTC and co-deploy infrastructure for Deepgram AI if they were trying to eliminate PENG as a competitor. I think it’s because PENG solved a problem they can’t or haven’t yet. To your point about “professional handyman,” I think that supports my thesis. If my house needs electrical work done, I wouldn’t call GE. I’d call a licensed electrician with 25 years of experience because they know the code requirements and can guarantee the work. So if Dell sells the servers (GE), then PENG is the one who makes it work at scale in my specific environment (electrician). The DoD and SK don’t hire handymen. The real question isn’t whether they make chips. It’s whether PENG under the leadership of the new CEO (Dell) and CPO (AWS) can own a defensible position in the AI infrastructure stack. Their statistics point to yes.

_________FU_________

How funny would it be if Disney entered this agreement negotiation as a fact finding mission to understand what IP was being infringed.

Crazy_Donkies

Why let IP expire?   Disney is a law firm with a movie studio.  No company on the planet lets IP of value expire.  Jesus Reddit is filled with children.

Overall-Ad-3251

Lego is Danish so they are probably not that upset with Iran stepping on their IP

Rosebunse

I would imagine they're taking the IP with them. Or giving them even more restrictions. They didn't really have free reign to use whatever IP they wanted anyways.

Zef-Daytrade

Disney knows how to monetize their IP so they will not really lose money at whatever they do but yea their only weakness is their damn slow rollout of future content those same IP and sometimes kinda stubb them from growing at a proper rate which is kinda annoying for fans.

CrowdGoesWildWoooo

Disney isn’t even animation company nowadays lol. They are more like IP conglomerate. They make more money from disneyland, cruises etc

Crazy_Donkies

Because you are high lighting the race of pretend characters and its clearly top of mind.  Who gives a shit.  Moreover, you're unfamiliar with the industry to know why they're doing it.  IP protection.

Zone4George

This is what Nortel was doing with WorldCom back in the 90's... self-financing their customer purchases. WorldCom needed a few hundred million worth of big IP switches? Nortel would raise cash in the bond market or with a preferred share offering, then lend that to WorldCom, then WorldCom would buy Nortel network equipment. Accounting shenanigans and all that...

johndsmits

Classic disney trojan horse tactic! Partner, learn about the strategy & IP, feed it to the 250+ DIS lawyer team and Dis Tech VPs, share findings with the other big 6 studios. Throw down some threats at the industry level. Result: OpenAI gets out of the business, Dis saves $1B and Sora threat defused. They did this is MS on HDDVD, Netflix on Ultraviolet+KeyChest and Netflix again with Hulu and plenty other partnership examples. Does it help the company long run--**no**, but gives them some time to catch up. Next up is Epic. Really.

Homeless-Coward-2143

I think the AI already has all the IP though.

ai-moderator

#TLDR --- **Ticker:** MVIS **Direction:** Up (To the "Foundational Bedrock" of the moon) **Prognosis:** Buy Shares / Long-Dated Calls (Betting on a massive short squeeze and a strategic re-rate to $10+) **Catalyst:** Toyota allegedly citing MVIS IP as a legal "defensive shield" in a major patent lawsuit, plus expanding operations to Orlando to buddy up with the DoD. **Buzzword Density:** 11/10. Heavy usage of terms like "Systems Nexus," "Perrone Trap," "Defense Sub-Prime," and "Liquidity Trap." OP is fully jacked into the matrix. **Bagholder Risk:** High. It's a 50-cent penny stock burning $15M a quarter, but the tinfoil is undeniably entertaining.

NickJmes

Today's PR The Five Bombshells — In Order of Significance (I understand some of this information was known or inferred prior to this release) BOMBSHELL 1: 50,000 Metres — The Largest Program in LME's History "Proposed phased drill campaign targeting up to ~50,000 metres across the 6-kilometre Ishkday mineralized corridor, which is expected to be the largest exploration program in LAURION's history." For context, the entire historical drill database is 98,118 metres across 462 holes. The proposed 2026 program represents approximately 51% of all drilling ever done at Ishkday — in a single year. This is not an incremental program. This is a program designed to define a resource at district scale. The scale of the proposed program changes the valuation conversation entirely: Metric - Historical Total - 2026 Proposed Total metres - 98,118m - ~50,000m Holes - 462 - ~166+ (at 300m avg) Years to accumulate - 15+ years - 1 year Purpose - Exploration - Resource definition The word "proposed" and "subject to financing" are important caveats — but the ambition and specificity of this program signal that the financing conversation is already underway. You don't publish a 50,000m program in a formal press release without confidence that the capital can be sourced. BOMBSHELL 2: The River Showing — The VMS/Massive Sulphide Thesis Is Now Formally Confirmed The River Showing section is the most geologically significant disclosure in this press release and validates the massive sulphide thesis developed extensively in this analysis thread. The press release states explicitly: "Copper grades ranging from 1.05% to 8.80% across multiple holes, combined with a zinc-dominant intercept of 15.17% Zn and a silver-enriched polymetallic interval at 3.6 oz/t Ag, are the fingerprint of a volcanogenic massive sulphide-style accumulation — the base metal end-member of the dual orogenic gold and VMS system that LAURION believes is the defining structural feature of the Ishkday corridor." LME has now formally and publicly stated the VMS thesis in a legally reviewed press release. This is no longer LinkedIn narrative or analytical inference — it is a QP-reviewed corporate disclosure. The 15.17% zinc intercept is extraordinary. Global VMS deposits are typically defined at zinc grades of 5-12%. A 15.17% zinc intercept in historical drilling that has never been followed up with modern methods, in an area interpreted as pipe-like geometry, is a genuine tier-1 base metal discovery candidate. BOMBSHELL 3: The Garvey Zone — 16.69 oz/t Gold From 1971, Never Followed Up "In 1971, Carling Copper Ltd. drilled the spatially coincident Garvey Zone and returned a historical intercept of 16.69 oz/t Au over 2.3 feet in a brecciated quartz diorite. This result has never been followed up with a single modern drill hole." 16.69 oz/t gold = 522 g/t Au. This is one of the highest historical gold grades ever documented in the Beardmore-Geraldton belt — and it has sat undrilled for 55 years. The Garvey Zone is described as: The single most geophysically anomalous target across the entire Ishkday survey grid The highest chargeability sector of a 21.8 line-kilometre IP survey Accompanied by a strong Metal Factor response Never drilled with a modern hole If the Garvey Zone delivers even a fraction of the 1971 historical grade at modern widths and with proper orientation, it would be the most significant individual drill result in LME's history — and potentially one of the most significant results in the Beardmore-Geraldton belt in years. BOMBSHELL 4: The Stockpile — 10,327 oz Gold With 98.5% Recovery Confirmed A mobile processing plant generating $30-40M in cash from surface material — requiring no new mine development — represents a transformational non-dilutive funding source for the 50,000m drill program. At current share price of $0.210, a $30-40M cash generation event represents approximately $0.108-$0.143 per share in internally generated capital — without issuing a single new share. The nine independent metallurgical studies confirming 98.5% gold recovery via gravity and cyanidation on free-milling material removes the processing risk entirely. This is not speculative — it is laboratory-confirmed. BOMBSHELL 5: MRE Timeline Now Formally Committed "The Company intends to commence the NI 43-101 MRE process in Q4 2026, with a Technical Report targeted for Q1 2027." After 15+ years without a formal resource estimate, LME has now provided: A specific quarter: Q4 2026 A Technical Report target: Q1 2027 A QP named and approved: Pierre-Jean Lafleur, P.Eng. This commitment, in a legally reviewed press release, creates regulatory accountability. Forward-looking statements in Canadian securities filings must have a reasonable basis. Publishing a Q4 2026 MRE commencement timeline means management believes this is achievable — because stating it publicly without reasonable basis would create securities liability. The significance of nine undrilled IP targets within the same 6km structural corridor that has produced the A-Zone mineralization cannot be overstated. Each target represents an independent geophysical argument for mineralization — and not one has been tested with modern drilling. The I-7 South A-Zone target is particularly noteworthy: the highest Gold Index value in the entire IP survey dataset, in an area that has never been drilled. If the Gold Index — a composite parameter calibrated specifically for orogenic gold alteration — is highest at I-7 and that target has never seen a drill hole, it represents the single most compelling untested orogenic gold target on the property. The Structural Re-Test Targets — Correcting 50 Years of Mistakes The Miron Zone, Tala Zone, and River Showing were all drilled in the 1970s-1980s with structurally misoriented holes — a fundamental geological error that caused systematic misses. The press release states clearly: "All three historical programs shared the same fundamental structural flaw: drill holes were oriented without reference to the interpreted plunge directions of the mineralizing shoots, resulting in systematic misses." This means the historical negative results from these targets are invalid — not because the targets aren't there, but because the holes were drilled in the wrong direction and missed the plunging shoots. The Miron Zone specifically: 22.29 g/t Au surface sample — comparable to Sturgeon River Mine grades Never properly tested at depth due to orientation error 2026 program proposes four correctly oriented holes A correctly oriented program at a target with a 22.29 g/t surface expression, in a structural setting parallel to the orogenic gold system, has a substantially higher probability of intersection than the random exploration drilling that has characterized most junior programs. Previous Analysis  -  Confirmed in PR Massive sulphide thesis - "VMS-style accumulation... defining structural feature" Deep blind hole program - Nine undrilled IP targets being tested in Phase 2 Structural targeting methodology - "Structurally corrected orientations" explicitly stated MRE as formal planned objective - Q4 2026 commencement formally committed Stockpile as non-dilutive funding - PEA planned, 98.5% recovery confirmed Jayaraman/DRA Global role - Processing evaluation confirmed in stockpile section Pierre-Jean Lafleur as new QP - Named and approved in this release Ghosal/streaming relevance - "Non-dilutive initiatives" explicitly referenced April drill start - "Phase 1 will mobilize a drill rig in Q2 2026" Joint acquisition thesis - "Dual orogenic gold and VMS system" explicitly stated Special Committee process - "Strategic alternatives and transactional opportunities" in forward-looking statements This press release has formally confirmed: The VMS thesis — no longer analytical inference, now QP-reviewed corporate disclosure The Garvey Zone — 522 g/t historical grade, highest IP anomaly, never drilled with modern methods The stockpile — 10,327 oz at 98.5% recovery = potential $30-35M non-dilutive funding The MRE timeline — Q4 2026 commencement, Q1 2027 Technical Report The drill program — 50,000m, largest in company history, Q2 2026 start The strategic process — formally disclosed in forward-looking statements The dual-system district — "genuinely rare among Canadian juniors" per Cynthia's own statement At $0.210, you own all of that for $58.4M. The Garvey Zone alone — a 522 g/t historical gold intercept that is the most anomalous geophysical target on the property, never followed up in 55 years — has option value that may exceed the current market cap if the 2026 drill program confirms it.

NickJmes

Today's PR The Five Bombshells — In Order of Significance (I understand some of this information was known or inferred prior to this release) BOMBSHELL 1: 50,000 Metres — The Largest Program in LME's History "Proposed phased drill campaign targeting up to ~50,000 metres across the 6-kilometre Ishkday mineralized corridor, which is expected to be the largest exploration program in LAURION's history." For context, the entire historical drill database is 98,118 metres across 462 holes. The proposed 2026 program represents approximately 51% of all drilling ever done at Ishkday — in a single year. This is not an incremental program. This is a program designed to define a resource at district scale. The scale of the proposed program changes the valuation conversation entirely: Metric - Historical Total - 2026 Proposed Total metres - 98,118m - ~50,000m Holes - 462 - ~166+ (at 300m avg) Years to accumulate - 15+ years - 1 year Purpose - Exploration - Resource definition The word "proposed" and "subject to financing" are important caveats — but the ambition and specificity of this program signal that the financing conversation is already underway. You don't publish a 50,000m program in a formal press release without confidence that the capital can be sourced. BOMBSHELL 2: The River Showing — The VMS/Massive Sulphide Thesis Is Now Formally Confirmed The River Showing section is the most geologically significant disclosure in this press release and validates the massive sulphide thesis developed extensively in this analysis thread. The press release states explicitly: "Copper grades ranging from 1.05% to 8.80% across multiple holes, combined with a zinc-dominant intercept of 15.17% Zn and a silver-enriched polymetallic interval at 3.6 oz/t Ag, are the fingerprint of a volcanogenic massive sulphide-style accumulation — the base metal end-member of the dual orogenic gold and VMS system that LAURION believes is the defining structural feature of the Ishkday corridor." LME has now formally and publicly stated the VMS thesis in a legally reviewed press release. This is no longer LinkedIn narrative or analytical inference — it is a QP-reviewed corporate disclosure. The 15.17% zinc intercept is extraordinary. Global VMS deposits are typically defined at zinc grades of 5-12%. A 15.17% zinc intercept in historical drilling that has never been followed up with modern methods, in an area interpreted as pipe-like geometry, is a genuine tier-1 base metal discovery candidate. BOMBSHELL 3: The Garvey Zone — 16.69 oz/t Gold From 1971, Never Followed Up "In 1971, Carling Copper Ltd. drilled the spatially coincident Garvey Zone and returned a historical intercept of 16.69 oz/t Au over 2.3 feet in a brecciated quartz diorite. This result has never been followed up with a single modern drill hole." 16.69 oz/t gold = 522 g/t Au. This is one of the highest historical gold grades ever documented in the Beardmore-Geraldton belt — and it has sat undrilled for 55 years. The Garvey Zone is described as: The single most geophysically anomalous target across the entire Ishkday survey grid The highest chargeability sector of a 21.8 line-kilometre IP survey Accompanied by a strong Metal Factor response Never drilled with a modern hole If the Garvey Zone delivers even a fraction of the 1971 historical grade at modern widths and with proper orientation, it would be the most significant individual drill result in LME's history — and potentially one of the most significant results in the Beardmore-Geraldton belt in years. BOMBSHELL 4: The Stockpile — 10,327 oz Gold With 98.5% Recovery Confirmed A mobile processing plant generating $30-40M in cash from surface material — requiring no new mine development — represents a transformational non-dilutive funding source for the 50,000m drill program. At current share price of $0.210, a $30-40M cash generation event represents approximately $0.108-$0.143 per share in internally generated capital — without issuing a single new share. The nine independent metallurgical studies confirming 98.5% gold recovery via gravity and cyanidation on free-milling material removes the processing risk entirely. This is not speculative — it is laboratory-confirmed. BOMBSHELL 5: MRE Timeline Now Formally Committed "The Company intends to commence the NI 43-101 MRE process in Q4 2026, with a Technical Report targeted for Q1 2027." After 15+ years without a formal resource estimate, LME has now provided: A specific quarter: Q4 2026 A Technical Report target: Q1 2027 A QP named and approved: Pierre-Jean Lafleur, P.Eng. This commitment, in a legally reviewed press release, creates regulatory accountability. Forward-looking statements in Canadian securities filings must have a reasonable basis. Publishing a Q4 2026 MRE commencement timeline means management believes this is achievable — because stating it publicly without reasonable basis would create securities liability. The significance of nine undrilled IP targets within the same 6km structural corridor that has produced the A-Zone mineralization cannot be overstated. Each target represents an independent geophysical argument for mineralization — and not one has been tested with modern drilling. The I-7 South A-Zone target is particularly noteworthy: the highest Gold Index value in the entire IP survey dataset, in an area that has never been drilled. If the Gold Index — a composite parameter calibrated specifically for orogenic gold alteration — is highest at I-7 and that target has never seen a drill hole, it represents the single most compelling untested orogenic gold target on the property. The Structural Re-Test Targets — Correcting 50 Years of Mistakes The Miron Zone, Tala Zone, and River Showing were all drilled in the 1970s-1980s with structurally misoriented holes — a fundamental geological error that caused systematic misses. The press release states clearly: "All three historical programs shared the same fundamental structural flaw: drill holes were oriented without reference to the interpreted plunge directions of the mineralizing shoots, resulting in systematic misses." This means the historical negative results from these targets are invalid — not because the targets aren't there, but because the holes were drilled in the wrong direction and missed the plunging shoots. The Miron Zone specifically: 22.29 g/t Au surface sample — comparable to Sturgeon River Mine grades Never properly tested at depth due to orientation error 2026 program proposes four correctly oriented holes A correctly oriented program at a target with a 22.29 g/t surface expression, in a structural setting parallel to the orogenic gold system, has a substantially higher probability of intersection than the random exploration drilling that has characterized most junior programs. Previous Analysis  -  Confirmed in PR Massive sulphide thesis - "VMS-style accumulation... defining structural feature" Deep blind hole program - Nine undrilled IP targets being tested in Phase 2 Structural targeting methodology - "Structurally corrected orientations" explicitly stated MRE as formal planned objective - Q4 2026 commencement formally committed Stockpile as non-dilutive funding - PEA planned, 98.5% recovery confirmed Jayaraman/DRA Global role - Processing evaluation confirmed in stockpile section Pierre-Jean Lafleur as new QP - Named and approved in this release Ghosal/streaming relevance - "Non-dilutive initiatives" explicitly referenced April drill start - "Phase 1 will mobilize a drill rig in Q2 2026" Joint acquisition thesis - "Dual orogenic gold and VMS system" explicitly stated Special Committee process - "Strategic alternatives and transactional opportunities" in forward-looking statements This press release has formally confirmed: The VMS thesis — no longer analytical inference, now QP-reviewed corporate disclosure The Garvey Zone — 522 g/t historical grade, highest IP anomaly, never drilled with modern methods The stockpile — 10,327 oz at 98.5% recovery = potential $30-35M non-dilutive funding The MRE timeline — Q4 2026 commencement, Q1 2027 Technical Report The drill program — 50,000m, largest in company history, Q2 2026 start The strategic process — formally disclosed in forward-looking statements The dual-system district — "genuinely rare among Canadian juniors" per Cynthia's own statement At $0.210, you own all of that for $58.4M. The Garvey Zone alone — a 522 g/t historical gold intercept that is the most anomalous geophysical target on the property, never followed up in 55 years — has option value that may exceed the current market cap if the 2026 drill program confirms it.

Xzlk

Bit of a shit business, and poorly ran, but I really believe the IP alone is worth more than current MC

LarryStink

Sure would be nice to place some trades rn on the futures but my POS broker locked me out with an IP ban or something and no 24/7 customer support. I didnt even attempt multiple logins today, I never closed the app. Tasty trade is kinda pissing me off. If It wasn't such an adjustment period in between switching brokerages ide move to schwab or IBKR

throwaway9gk0k4k569

The problem is their library/IP kinda sucks. Keep posting! I'm not taking a position, but I'm rooting for you. Maybe they will unban you from WSB if this pulls though!

ai-moderator

#TLDR --- Ticker: UBSFY Direction: Up Prognosis: Buy shares at €4 and pray for a management miracle Thesis: Ubisoft is a bloated IP powerhouse. If they can survive their cash burn without restructuring, the stock could rerate to €10-€20, or get bought out by Tencent for €6-€12. Risk Level: "Fuck it" (Very real risk of dilution or total failure)

Perhaps_Perchance

I had this happen to me a few weeks ago. I couldn't connect via WiFi, but on mobile data it worked fine. Had to email support with my IP address and ask them to unban me. Look up tastytrade IP ban. Btw they never told me anything about why it happened other than whatever standard response they give. I didn't have repeated failed login attempts like their site claims could cause it.

justforredditgifs

They are fabless so if they are selling IP + royalities it should not hit them too hard

gkdlswm5

Crazy how these Warren Buffet type orcales trading from IP originating from the Whitehouse. They must be just really really smart. 

Intelligent_Kick_436

There are haverstors on discord and Reddit that track of people who post evidence of having actual sums of money. Your account is put on list(s) which are sold to be exploiter / hackers / manipulators. It's pretty easy to ignore PMs/DMs and more sophisticated social engineering, but the worst is when low level mod staff who have deeper account access (like IP addresses) sell your data like Meta staff were doing. These employees usually earn very little money and are in 3rd world countries, and are fired anyway so it's an easy side gig while they have it. Just be careful. [https://gizmodo.com/meta-hackers-security-guards-facebook-instagram-1849798256](https://gizmodo.com/meta-hackers-security-guards-facebook-instagram-1849798256)

HunterMichael92

Very simply, if you back out one time revenue factors and you look at $LION as a arms dealer of content to the largest streamers of the world, it sits at approximately $1.1 billion on evergreen and licensable content. Now that Starz is separated, LION has a backlog of upcoming releases already baked into debt which is going to be paid down significantly in their FISCAL year 27 (their fiscal year is ahead of the calendar year). Estimates based on just MICHAEL alone show a debt load going sub-three billion by 2028 (per analyst & earnings conferences). Now you take a company with $2.5-3bn in debt, a library value of $1bn+ a year, and pricing power that a single streamer could let all deals expire an bring a massive title library into their own fold, lets call it 8-10x revenue, having the company be worth without future film value, and production value, rougly $7 billion excluding debt. Warner Brothers just traded at a 22x Library Revenue, I applied a 50+% discount to account for the IP value in addition to pure library value, and other licensing/broadcasting rights that WBD owns. WBD prices their networks at essentially a nominal value, and a majority of the value on the massive IP library they already have created, like LION, the value is in the content that already exists. Simply put, on acquisition, I see a bidding war simply because LION already owns a significant chunk of content that exists on many competing platforms, but a single platform can own this library for their own massive long term benefit.

ManBearPig_1983

Thank you. Yes, I recall it was more than a simple scriveners error. Complete disregard for their IP.

Difficult-Roof-3191

You really need to listen to Secret's and Spies: How China Steals America’s Secrets China steals technology on a massive scale. They are the #1 stealer of tech and IP in the world. China doesn't care about nationality. If you are a Chinese citizen anywhere in the world, regardless of citizenship, the Chinese government claims you are a citizen of China, and subject to Chinese laws. They are also known for their global transnational repression. Literally bag and grab operations in other countries (including the US) to take people back to China. https://secretsandspiespodcast.com/episode/s10-ep35-how-china-steals-americas-secrets-with-david-shedd-andrew-badger As someone who has listened to hundreds of hours on China in a geopolitical context (and not just youtuber's, but world policy leaders), that person's 2nd paragraph is spot on.

TrashPanda_924

It could, but Taiwan doesn’t have oil. And honestly, taking it by force e leaves a pile of rubble so they end up not getting what they want only slightly less than admiration and respect: IP.

DaySecure7642

Just PR control to trick other countries into not reacting to trade imbalances. China is not going to do that in any meaningful way, as it needs the trade surplus more than ever. China just set the lowest GDP growth target in decades. After decades signing the WTO deals, China is still infringing most of the rules for unfair trade advantages, from capital control, currency fixing to ridiculous levels of subsidy and IP thief.

Thethrowawaycfp

I had a feeling that’s where you were going. I will agree to portions and disagree to others. For one I would be pretty alarmed if any of the large scale S&P tracking ETFs were holding anything less than the total index. They are buying the IP from S&P and are probably legally bound to adhere to the brand standards if they are going to use it. I’ve looked at the DI SMA space and most of my clients are $1m-$10m in the decumulation stage. The tax efficiency of ETFs seem to been well effective enough in this space. I do see some nice tools for the specific customizations for concentrated stock positions or simple personal values(even though that starts to drift from passive to active at some point). The problem for me is most of my clients don’t have those issues and unfortunately the tax loss harvesting becomes less effective over time. Hasn’t made sense for me yet but not something I’m against for the right person. Still not going to co-sign that ETFs don’t make sense past $100,000 I think that’s a stretch.

xbinary

The steal IP… it was the US and the world that put all their factories there. Apple had to invest billions to train the Chinese to build their products. This is r/investing, is their stock manipulation by our politicians or no? Let’s stop coping thinking we have no faults

BuzzardChris

Valve is a great company, agreed. they're definitely way more consumer-friendly and chill with the use of their IP compared with Nintendo, i would say.

ogaat

Awesome. Steam is a phenomenal company. Glad to hear that they are making such a good product. They are also the Nintendo of the US though - Proprietary excellence and fierce defense of their IP.

RedditConsciousness

It won't destroy the economy. Neither did the printing press, the steam engine, or the microchip. Don't listen to lefties or redditors (but I repeat myself). They are very, very bad at economics. Which isn't to say pure free marketers are any better. You want a regulated market. But opposing things like free trade or technological progress is both an impossible task and not virtuous anyways. Look, if you want to be left leaning then just keep it really simple. Increase progressive taxation. That's it. Done. You don't need to oppose everything under the sun. Just tax the wealthy more and use it to help everyone else. As for things like IP, didn't we realize a long time ago that was a deeply flawed human construct? Basically my best solution there is increase government endowments for creators and don't expect to control or "own" things that are abstract concepts because it is incredibly impractical.

BallsdeepinTSLA

You're not wrong that there's tension there, but that tension is actually bullish not bearish. The WHO saying "we need way more of this and we need it cheaper" is the strongest possible demand signal for the product. They're literally telling the world that GLP-1s are essential medicine for a billion people and current production can't meet even 10% of demand by 2030. Novo doesn't need to sell at $0.05 a shot to make money here. They'll sell branded premium product in the US and Europe at full margin, and let generics handle India and the developing world. That's exactly how the pharma model has always worked. Pfizer didn't go bankrupt because generic statins exist. They made billions for decades while generics served the price sensitive markets. The WHO wanting it everywhere at every price point just validates the TAM. Novo owns the brand, the manufacturing scale, the IP on next gen formulations, and the most complete product portfolio in the space. They'll capture the high margin slice of a pie that the WHO is actively trying to make bigger.

moorhound

Alright, this shits about to blow the fuck out by Monday. EU's not riding along with this shit, and they're ready for a pivot towards Asia/India. Dumbass Kahanist extremists got control of Israel and dragged the US into the war they've been trying to get since 9/11. The fucking *RUS/UKR war* is about to come to and end due to this fuckery, and no major player in the world is going to be strongly supporting the US/Israeli side. If you're leveraged long, *get the fuck out*. Hold your 401ks; this shit will hopefully blow over with an impeachment, but I suggest diversifying into Japanese semis (ATEYY/TOELY/CAJPY). American markets are about to get long-term fuckin wrecked. IP is a mobile commodity, these guys don't care where the fuck they're doing work as long as it's the right place, and with the climate the US isn't the right place. Permbols; *get the fuck out or lose your goddamn money*. This Iran shit is getting bigger than your pea brains can comprehend. Bessy's floats aren't gonna hold this past April.

InvestAISavvy

Thread like this is a great example of why stock picking in the penny space is 90% filtering and 10% finding. There are probably 50+ tickers in this thread. Statistically, most will underperform or go to zero. A handful will legitimately run. The question isn't "which ones have upside potential" — it's "how do you tell the difference between a real catalyst and a Reddit echo chamber in real time?" The pattern I look for: is social attention on a name *accelerating before* the price has moved significantly? And if so, does the company actually have the fundamentals to justify the attention? OTC tier, cash position, dilution risk, employee count, actual revenue — the basics that most people in these threads skip entirely. Half the tickers in here are going to get flagged on StockTwits next week as "trending." By then the risk/reward has already flipped. The edge is catching the attention curve early AND having a quick fundamental filter to separate the HGRAF-type stories (real tech, real IP, scaling catalysts) from the Pink Sheet shells that ride the same hype wave and then crater.

drumrhyno

I actively work in an industry that AI was "bound to destroy." One of my largest clients, a very well know and multi national entertainment company who partners with a massive multi national sport just sent down orders that no one is to use AI for final work anymore at all. I'm paraphrasing here but the specifics were that for informational purposes, AI is too unreliable and frequently provides incorrect answers and images/video created with it isn't done so within copyright law therefore putting the entire company(s) at risk for legal action or loss of IP.

LostandConfused2024

Story time: Nearly 15 years ago, I was on a forum for one of my favorite games. I had made a post that contained a rap I wrote relating to the game. To try and boost engagement, I created a separate account and commented that it was such a good rap. Hours later, I revisited the post to see if it had gotten any interaction. It did. But not the type of engagement I thought it would. One of the moderators was able to see that the post came from the same IP address, and I was getting cooked for creating a separate account to try and hype myself up. I still cringe about that till this day; I don’t understand Kevin Durant lives his life like this.

HEK293INVAX

feeling hedged with EONR: [https://share.google/aimode/2zt4R5DS5PdoNtSDh](https://share.google/aimode/2zt4R5DS5PdoNtSDh) * **Next 15 Months:** Approximately **75% hedged**. * **Late 2027 (Final 9 Months):** Over **50% hedged**. * **Pricing Floor:** Many of these contracts were locked in at prices exceeding **$70 per barrel**. * **Strategy:** The company uses a combination of **no-cost swaps** and **no-cost collars** to protect against price drops while allowing for some upside participation. * 2026 Drilling Schedule & Hedging Impact The company’s current schedule directly dictates when they will need to add more price protection: * **Q2 2026 (Recompletions):** EONR expects to increase net production by **100 to 300 barrels of oil per day (BOPD)** through the recompletion of five vertical wells in the San Andres. * *Hedging Impact:* This immediate bump in volume provides the first opportunity to hedge additional barrels at current market spikes. * **July 2026 (Horizontal Program Start):** The first **three horizontal wells** are scheduled to be in service by the end of July. * *Hedging Impact:* These wells have high initial production (IP) rates of **300 to 500 gross BOPD** per well. * **Year-End 2026 (Scale-Up):** Approximately **10 horizontal wells** are planned for completion by the end of the year. * *Hedging Impact:* As these 10 wells begin producing, EONR will likely need to expand its hedge "platform" to maintain its target of approximately **75% coverage** for its rolling 15-month production forecast.

literallyanythingr

I completely agree with the majority of your assessment and I would like to say nearly all the cyber security industry does as well! The cost of doing things right, (E.g. locking down external facing assets, keeping systems patched and up to date, investing in monitoring and security software) is usually an added cost that has no tangible benefit or gain in many companies eyes. The realization that the potential loss in IP, reputation/consumer faith, or ability to engage in commerce is something that people don’t experience or understand till it happens to them. They are safe until they had a bad day, they never needed to put a price on their safety, and then they have a day and that all changes. Thankfully, some of the organizations you were referencing, (medical manufacturing, nuclear research) all have standards that require people to meet a goal for minimum level of secure and achieve their “safety” but that usually does not have a lot of traction unless there is someone from compliance hounding people to get it done, or another person on C-Suite is seeing to it themselves. The worst part is it is hard to meet these minimum standard WHEN REQUIRED. In the digital age, there are becoming more reasons and data that has to be protected, but for organizations away from medical, defensive, or utilities, that can choose their own fate, they don’t have to do much to just exist, and those will be the consistent targets of opportunity. TL:Dr - people don’t want to pay for safety they already think they have, and until they have a bad day and learn what they take for granted, then they will not prioritize it

Interesting_Ghosts

Just because a company has a great product does not mean they are a great or profitable company or that the stock will outperform the market. There are hundreds of companies that made an amazing product and had great customer service that are gone now. Disney is a great example of this. They have a library of amazing content, dedicated lifelong fans, a massively profitable park, a ton of valuable IP and with all of that they have underperformed the market for decades.

Deep_Attention_3064

Here’s a short claim‑by‑claim check on the key points from that DD, based only on verifiable sources (filings, court docs, prior press). # Core situation claims * “Microvast lost a large arbitration to Clenera (\~36–43M)” → **True.** SEC filings and legal summaries confirm an adverse award in that range. * “The case is in abeyance with a July 15, 2026 date to report back” → **True.** The February 2026 NY stipulation sets that status and date. * “Wu provided a secured loan facility up to 25M for US ops” → **True.** Public loan announcement and the Loan and Security Agreement match this. * “Clarksville plant and key IP are pledged as collateral to Wu” → **True.** The security agreement and commentary explicitly show this. * “Loan maturity was extended into 2026” → **True.** The First Amendment pushes maturity from late‑2025 to mid‑2026. * “MVST has non‑trivial short interest (low‑teens % float)” → **True.** Around 12–13% of float and several days to cover recently.​ # Oshkosh and Clarksville linkage * “Microvast and Oshkosh have a historical relationship around batteries/Clarksville” → **True.** 2021 announcements note OSK cooperation and Clarksville build‑out plans. * “Oshkosh faces \~200M in tariff headwinds in 2026 and is addressing it” → **True.** Earnings commentary and analysis cite that magnitude and mitigation plans.​ # Explicit overreach / not supported * “There is a big, imminent JV/off‑take/capital deal with Oshkosh to be announced Monday” → **Not proven.** No SEC filing, 8‑K, transcript, or press release confirms any such new deal or timing. * “OSK’s 2026 capex and tariff response are specifically tied to a Microvast JV at Clarksville” → **Not proven.** OSK talks about tariffs and capex generally, but does not name MVST or Clarksville in current disclosures. * “The structure of the Wu loan and the Clenera stipulation means a specific outside funder is already lined up” → **Not proven.** Documents show timing and protections, but no counterparty or committed rescue capital. * “MVST is set up for a near‑certain, massive short squeeze like GME” → **Exaggerated.** Short interest is elevated but borrow is cheap and float is not constrained in a classic squeeze way.​ # Bottom line * Factual: Clenera loss and abeyance, Wu loan and collateral, Clarksville’s strategic but unfunded status, prior OSK relationship, OSK tariff headache, and moderate‑high short interest. * Not factual (yet): Any claim that a sizeable, equity‑friendly OSK‑anchored JV or rescue is already decided and will be revealed on this specific earnings date.

LasyKuuga

I dont think you can use the app anymore tho since IP shennanigans

wrestlingchampo

Ya'll better look into it to make sure tou know what youre getting yourself into. Their finances are bad and they are attempting to transition from a laser manufacturing company to a military contractor. They lost their old IP rights and they have incredibly low stakes in some of the companies they purchased minority stakes in. Their Tekne stake is probably the most consequential right now, as they are attempting to cooperate with the Italian government to increase their stake to 70% via the government's "Golden Power." Two stock offering since the start of the calendar year and a forced 1:4.99 RS due to trading below 0.10 in late February. Stock plummeted upon reopening after suspension down to its current price level. Without some kind of major news, little reason to jump on this at the moment.

Ok_Blacksmith1684

TOON: I have not done a deep DD on this yet but watching it. Recent earnings haven't been good and next earnings are in late March or April. Some positives 1.Expanding production 2. Emerging AI-driven animation initiatives designed to improve production efficiency. 3. They are combining animation production, streaming distribution and premium IP ownership to match rising global demand. 4. Growing pipeline Stock just above (currently .55) it's 52 week low. Several PT around 10.00 although those seem ridiculous, but others have it over 1.00. Just watching and may get in if it drops more prior to earnings or wait til earnings.

Atreides---

I was 50-50 on it happening until yesterday. Then two things happened: 1) They announced earnings for Monday, filing their 10-K on time for the first time in three years. 2) The CEO and CTO had a couple of SEC form 4 filings later that evening for performance based compensation. Small amount all things considered (~$230k in shares between them). But exactly the kind of thing you'd see for the close of a transaction like this one. At any rate. Call it JV or IP licensing or big off take agreement. Something is happening with Oshkosh, 99% sure. The other 1% chance is that I can't rule out the entire stock market dying before market close, but - we've all got bigger worries in that case.

Winter-Extension-366

Can't argue with that- we don't offer API access at this time. Will have to resolve concerns about exposing our IP

PurposeBig964

I’ve been a believer in the LPSN turnaround for a while, and I want this to work as much as anyone in the Tradespotting community. But as someone who works with LLMs, the March 12 report is a massive reality check. We need to stop turning red flags into strategic pivots lol The 19% revenue drop and **78% NRR** are the only numbers that matter. In the middle of the biggest AI boom in history, their existing customers are spending 22% less. That’s not 'exiting unprofitable customers' that’s a legacy product losing its market fit while competitors eat our lunch. If you aren't growing now, when will you? Despite all folks lying and acting like Syntrix isn't important, the bull case rests entirely on Syntrix saving the day, but from a technical standpoint, Syntrix might not be a standalone company-saving product. Google Vertex AI already has native 'Gen AI Evaluation' tools. Why would a bank pay for Syntrix when their cloud provider offers the same 'assurance layer' built into the stack? Using AI to check AI (recursive evaluation) is safety theater. If the judge and the bot share the same training biases, they’ll miss the same hallucinations. Compliance officers in banking won't be fooled by this. And we can talk about 'Whale Hunting' all we want, but signing only 4 new logos in a quarter is abysmal for an AI leader. It shows the trust gap is too wide. Even if Syntrix revenue isn't in the 2026 guidance yet, the guidance shows revenue *declining* another 15-20%. Syntrix doesn't just need to be good it needs to perform a miracle just to get us back to zero. I’m holding for a buyout because at a $35M market cap, the IP is cheap. But be honest the legacy business is melting, and betting everything on a 'referee' product like Syntrix while Google and Zendesk are building the same thing is a huge gamble. How does Syntrix actually compete with native cloud evaluation tools?

Ididit-forthecookie

This you? >What the fuck did you just fucking say about me, you little bitch? I'll have you know I graduated top of my class in the Navy Seals, and I've been involved in numerous secret raids on Al-Quaeda, and I have over 300 confirmed kills. I am trained in gorilla warfare and I'm the top sniper in the entire US armed forces. You are nothing to me but just another target. I will wipe you the fuck out with precision the likes of which has never been seen before on this Earth, mark my fucking words. You think you can get away with saying that shit to me over the Internet? Think again, fucker. As we speak I am contacting my secret network of spies across the USA and your IP is being traced right now so you better prepare for the storm, maggot. The storm that wipes out the pathetic little thing you call your life. You're fucking dead, kid. I can be anywhere, anytime, and I can kill you in over seven hundred ways, and that's just with my bare hands. Not only am I extensively trained in unarmed combat, but I have access to the entire arsenal of the United States Marine Corps and I will use it to its full extent to wipe your miserable ass off the face of the continent, you little shit. If only you could have known what unholy retribution your little "clever" comment was about to bring down upon you, maybe you would have held your fucking tongue. But you couldn't, you didn't, and now you're paying the price, you goddamn idiot. I will shit fury all over you and you will drown in it. You're fucking dead, kiddo.

edyang73

China's "growth" was a mirage. It was built on stealing foreign companies' IP, cheap slave labor, highly protectionist market, and dumping their cheap goods abroad. Not to mention a massive housing bubble that is making Canada's look sane. They are paying the price now with low growth, high unemployment, housing that's collapsing, lackluster consumer spending.

DickiesDippinDicks

Yeah I was banned for 3 days right after the war started for threatening violence… when all I talked about was how dumb this war was. Couldn’t even appeal Been IP banned a few times after getting drunk and making fun of people Always fun to wake up to

ThinkingOfTheOldDays

Never been banned on this account or IP, but they are definitely crawling our thread and filtering

schroDONGer

What the fuck did you just fucking say about me, you little bitch? I'll have you know I graduated top of my class in the Navy Seals, and I've been involved in numerous secret raids on Al-Quaeda, and I have over 300 confirmed kills. I am trained in gorilla warfare and I'm the top sniper in the entire US armed forces. You are nothing to me but just another target. I will wipe you the fuck out with precision the likes of which has never been seen before on this Earth, mark my fucking words. You think you can get away with saying that shit to me over the Internet? Think again, fucker. As we speak I am contacting my secret network of spies across the USA and your IP is being traced right now so you better prepare for the storm, maggot. The storm that wipes out the pathetic little thing you call your life. You're fucking dead, kid. I can be anywhere, anytime, and I can kill you in over seven hundred ways, and that's just with my bare hands. Not only am I extensively trained in unarmed combat, but I have access to the entire arsenal of the United States Marine Corps and I will use it to its full extent to wipe your miserable ass off the face of the continent, you little shit. If only you could have known what unholy retribution your little "clever" comment was about to bring down upon you, maybe you would have held your fucking tongue. But you couldn't, you didn't, and now you're paying the price, you goddamn idiot. I will shit fury all over you and you will drown in it. You're fucking dead, kiddo

Rock_or_Rol

Hmm I mean, I think it’s smart to realize they have a shitload of leverage right now. I think it’d be against their interest to tank the global economy. Just because the US tanks doesn’t mean they’ll instantly be the beneficiaries. They’re better off absorbing IP and capital for now. With that being said, that leverage can used during next week’s trade talks. I think Deepseek v4 has been delayed for a reason TLDR; I think we might see tariffs lowered next week if oil keeps ticking up

IceOk1295

Kuka wasn't that profitable, nobody wanted to buy them, then the Chinese saw the investment profits and bought them. Now Kuka's IP is in many robotics companies across China.

te7037

I look at theirEPS, revenue, operating margin/ profit, gross profit, net profit, net cash flows, cash equivalents, current assets/ liability, long-term assets/ liability, equity. $NLIST is an underdog- AI memory storage and has cross pattern agreement with SK Hynix!!!. I am buying this bro first thing in the morning in my pension account for long-term hold and tax free account for short-term rinse and repeat. "..Revenue surged 28% in 2025, with Q4 up 121% year-over-year, driven by strong AI-fueled memory demand and price hikes. The company improved margins, reduced expenses, and strengthened its IP position amid ongoing industry shortages and legal actions..."

Pristine_Hurry_4693

**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** ‏FDA Breakthrough Device Designation ‏FDA TAP program inclusion ‏FDA MDSAP certification ‏FDA IDE’s for five cancers and counting ‏FDA PHASE 3 completion in Q1 2026 ‏FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) ‏FDA approval for commercial factory in the US, with other factories built and more in planing ⁠100% tumor response rate in early FDA trials ‏Effective against all tumor types, including the most high unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… ‏Activates immune system PMDA approval in Japan ⁠55+ clinical sites worldwide (including USA, UK, Canada, France, Germany, Russia, Italy, Japan…) ‏Patents, IP and more…

Rude-Substance-3686

crazy how one game moves the needle that much. but real thing is Switch 2 is gonna be a home run whenever it drops. Nintendo IP hits different and they've got the execution. that nostalgia play has always worked for them

HunterMichael92

If I had to take a shot in the dark here I’d say NFLX, Sony, Apple, Apollo/Legendary, Wealth funds who want to keep licensing revenue alive and cut out new production, or even Amazon, Disney. There’s a lot of potential libraries who can easily integrate Lionsgate massive IP

Any-Love-6016

Ya but if it was 2.5 mil up i would never hear from you again....I WOULD HUNT YOU DOWN BY YOUR IP....LMAOLMAO

jericho-dingle

What the fuck did you just fucking say about me, you little bitch? I'll have you know I graduated top of my class in the Navy Seals, and I've been involved in numerous secret raids on Al-Quaeda, and I have over 300 confirmed kills. I am trained in gorilla warfare and I'm the top sniper in the entire US armed forces. You are nothing to me but just another target. I will wipe you the fuck out with precision the likes of which has never been seen before on this Earth, mark my fucking words. You think you can get away with saying that shit to me over the Internet? Think again, fucker. As we speak I am contacting my secret network of spies across the USA and your IP is being traced right now so you better prepare for the storm, maggot. The storm that wipes out the pathetic little thing you call your life. You're fucking dead, kid. I can be anywhere, anytime, and I can kill you in over seven hundred ways, and that's just with my bare hands. Not only am I extensively trained in unarmed combat, but I have access to the entire arsenal of the United States Marine Corps and I will use it to its full extent to wipe your miserable ass off the face of the continent, you little shit. If only you could have known what unholy retribution your little "clever" comment was about to bring down upon you, maybe you would have held your fucking tongue. But you couldn't, you didn't, and now you're paying the price, you goddamn idiot. I will shit fury all over you and you will drown in it. You're fucking dead, kiddo.

Accomplished_Sock293

What the fuck did you just fucking say about me, you little shit? Ill have you know I graduated top of my class in the Navy Seals, and Ive been involved in numerous secret raids on Al-Quaeda, and I have over 300 confirmed kills. I am trained in gorilla warfare and Im the top sniper in the entire US armed forces. You are nothing to me but just another target. I will wipe you the fuck out with precision the likes of which has never been seen before on this Earth, mark my fucking words. You think you can get away with saying that shit to me over the Internet? Think again, fucker. As we speak I am contacting my secret network of spies across the USA and your IP is being traced right now so you better prepare for the storm, maggot. The storm that wipes out the pathetic little thing you call your life. Youre fucking dead, kid. I can be anywhere, anytime, and I can kill you in over seven hundred ways, and thats just with my bare hands. Not only am I extensively trained in unarmed combat, but I have access to the entire arsenal of the United States Marine Corps and I will use it to its full extent to wipe your miserable ass off the face of the continent, you little shit. If only you could have known what unholy retribution your little clever comment was about to bring down upon you, maybe you would have held your fucking tongue. But you couldnt, you didnt, and now youre paying the price, you goddamn idiot. I will shit fury all over you and you will drown in it. Youre fucking dead, kiddo.

Creative-Package6213

So China doesn't steal other countries IP...?

Pristine_Hurry_4693

**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** ‏FDA Breakthrough Device Designation ‏FDA TAP program inclusion ‏FDA MDSAP certification ‏FDA IDE’s for five cancers and counting ‏FDA PHASE 3 completion in Q1 2026 ‏FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) ‏FDA approval for commercial factory in the US, with other factories built and more in planing ⁠100% tumor response rate in early FDA trials ‏Effective against all tumor types, including the most high unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… ‏Activates immune system PMDA approval in Japan ⁠55+ clinical sites worldwide (including USA, UK, Canada, France, Germany, Russia, Italy, Japan…) ‏Patents, IP and more…

MuricanWisecrack

you love, but the new Ayatollah now has your IP

smart_doge

Use VPN else you’re gonna leak your IP addresses fellow tard

Orange_Codex

I pointed to Yellowcake (LON: YCA), Fjord Defence Group (OSLO: DFENS), and Rainbow Rare Earths (LON: RBW) a few days ago. I'll add the Zijin Mining Group (SHA: 601899) now, because if I'm already in the doghouse for suggesting Trump can't safely end a war overnight I might as well suggest a Chinese rare earth stock too. Less-seriously, I'm in Nacon SAS (NACON) because I've looked over its parent company's financials and think they will have to sell its IP catalogue - meaning a goodwill premium. I'm also in BHAT. No clue what it is or does, but its float is now ridiculously small so if it continues with a planned share buyback (worth 60-70% of its market cap) it should be a solid earner.

Exponential-777

Oil prices are primarily driven by the balance of supply (OPEC production, geopolitics, infrastructure) and demand (economic growth, consumption), compounded by financial speculation When demand outpaces supply, prices rise, while surpluses cause drops. Speculators, including hedge funds, can influence prices by betting on future market trends, sometimes driving prices away from immediate fundamentals.  Key drivers influencing these factors include: * [**Supply Factors**](https://www.google.com/search?client=firefox-b-1-d&q=Supply+Factors&mstk=AUtExfCl3dprX8UNOHr5rfyYXFFZc-sS4IP_c8H8eC5xifiv9lPz3ZzDhCWSxhw81yAB4D2pcdFWY7t4BMmq2gleKFe3Y0vNmHqIKDl1t91sxtgFUKUD9RoYKcyfTtaPjepQvNdlBa_B5bnLNxl_E-KzvLj27NfhMZyk09zWA717jYD_OdQ&csui=3&ved=2ahUKEwjzzr2onpOTAxWYXEEAHauZL9wQgK4QegQIAxAB)**:** Controlled largely by OPEC+ production quotas, geopolitical tensions in the Middle East, and natural disasters, which can cause sudden shortages or surges. * [**Demand Factors**](https://www.google.com/search?client=firefox-b-1-d&q=Demand+Factors&mstk=AUtExfCl3dprX8UNOHr5rfyYXFFZc-sS4IP_c8H8eC5xifiv9lPz3ZzDhCWSxhw81yAB4D2pcdFWY7t4BMmq2gleKFe3Y0vNmHqIKDl1t91sxtgFUKUD9RoYKcyfTtaPjepQvNdlBa_B5bnLNxl_E-KzvLj27NfhMZyk09zWA717jYD_OdQ&csui=3&ved=2ahUKEwjzzr2onpOTAxWYXEEAHauZL9wQgK4QegQIAxAD)**:** Driven by global economic growth, industrial activity, and the transportation sector, which heavily depend on oil for fuel. * [**Speculation and Sentiment**](https://www.google.com/search?client=firefox-b-1-d&q=Speculation+and+Sentiment&mstk=AUtExfCl3dprX8UNOHr5rfyYXFFZc-sS4IP_c8H8eC5xifiv9lPz3ZzDhCWSxhw81yAB4D2pcdFWY7t4BMmq2gleKFe3Y0vNmHqIKDl1t91sxtgFUKUD9RoYKcyfTtaPjepQvNdlBa_B5bnLNxl_E-KzvLj27NfhMZyk09zWA717jYD_OdQ&csui=3&ved=2ahUKEwjzzr2onpOTAxWYXEEAHauZL9wQgK4QegQIAxAF)**:** Financial market participants use derivatives (futures/options) to speculate on future prices, sometimes causing significant price volatility unrelated to current physical supply or demand. * [**Economic Indicators**](https://www.google.com/search?client=firefox-b-1-d&q=Economic+Indicators&mstk=AUtExfCl3dprX8UNOHr5rfyYXFFZc-sS4IP_c8H8eC5xifiv9lPz3ZzDhCWSxhw81yAB4D2pcdFWY7t4BMmq2gleKFe3Y0vNmHqIKDl1t91sxtgFUKUD9RoYKcyfTtaPjepQvNdlBa_B5bnLNxl_E-KzvLj27NfhMZyk09zWA717jYD_OdQ&csui=3&ved=2ahUKEwjzzr2onpOTAxWYXEEAHauZL9wQgK4QegQIAxAH)**:** Inflation, interest rates, and the strength of the US dollar (the currency in which oil is traded) also play a significant role.  These factors together make oil a highly volatile commodity, with speculation sometimes accounting for a large portion of price fluctuations. 

willysymms

Novo won... against the compounders. HIMS is a winner along with Novo. By joining novo and forsaking the compounders, Hims gets what it wanted. They showed distribution to cash buyer is valuable and worth price concession from manufacturers/IP owners. By giving hims a deal, Novo rug pulls the compounders connection to their customers which was the main political asset the compounders had available to mobilize and fight for a role.