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See NMR / MFG if you want to benefit from increased yen interest rate and more
Daily GOOGLE GOON SQUAD: $GOOGL$ is the true AI king and it’s about to print
St-Georges Eco-Mining Corp (CSE: SX) (OTCQB: SXOOF) (FSE:85G1) Inks Major Niobium Deal
St-Georges Eco-Mining Corp (CSE: SX) (OTCQB: SXOOF) (FSE:85G1) Inks Major Niobium Deal
bruker ($BRKR) and the enigmatic LK99 superconductor
LifeQuest Announces Current Commitments for Its Biopipe Sewage Treatment Systems Totaling $2.4 Million.
Bioxytran Announces Positive Phase 2 Trial Results were Featured in "Vaccines" a Peer-Reviewed Journal
Bioxytran Announces Positive Phase 2 Trial Results were Featured in "Vaccines" a Peer-Reviewed Journal
List of Shredded Companies 2.0 - who will survive?
$HLOGF HELIUM SHOW ALREADY FOUND, ABOUT TO HIT FIRST DRILL TARGET. COULD SEE MASSIVE GAINS. DD.
$HLOGF SITTING ON WORLD'S LARGEST SUPPLY OF HELIUM, ALREADY PRODUCED A HELIUM FIND, ABOUT TO HIT THEIR DRILL TARGET. GET IN FOR THE WIN
Archegos blowup, Mortgage "crisis", and future of lending
Mentions
MAA is a reasonable starting point for residential REIT exposure — Sunbelt-focused, strong same-store NOI growth historically, and the 25% drawdown reflects rate sensitivity rather than fundamental deterioration. The balance sheet is clean compared to peers. A few alternatives worth evaluating: EQR (Equity Residential) — coastal urban focus, higher quality tenant base, more rate-sensitive but better positioned if remote work reversal continues pushing people back to gateway cities. NMR/Camden Property Trust (CPT) — similar Sunbelt exposure to MAA but slightly smaller cap, historically strong dividend growth track record. INVH (Invitation Homes) — single-family rental rather than multifamily, different demand dynamics. Benefits from the same affordability crisis keeping people renting longer but with lower tenant turnover. The macro backdrop actually favors residential REITs right now despite rate pressure. Home affordability is at historic lows with mortgage rates above 7% — that structural demand for rental housing is not going away regardless of Fed policy. The risk is if Warsh cuts rates faster than expected, home buying resumes and rental demand softens at the margins. On Arrived specifically — you are right, the fee structure erodes returns significantly versus direct REIT exposure with full liquidity.
Which analytical instruments? I suspect if the supply is really bad, a lot of labs will move to hydrogen for GC. Can't do that for NMR though.
You're joking? Nikkei has not gone under 56000 for months, ATH is 58000, Nikkei is holding like a motherfucker and all JPY financial institutions are going hard and carrying (Mizuho, NMR, MUFG.) All of them have huge buy back programs, and what''s actually happening is they are using these dips to buy more and then certify the shares as part of the company. MFG has bought 200b back, and will buy more. When this is solved, they woll moonshot for sure. If you see my posts, you can see I have closely monitored these companies and already made life changing money, check them out.
Yeah I’d probably just throw it in an NMR really quick
Jesus, this is sad. What NMR is up what like 2% since? And the other ticker 20% ish? And you felt the need to come back and brag.. still haven’t read it
NMR / MFG go up. You buy NMR / MFG, you money go up with NMR / MFR. No advise financial
I did some great DD [here ](https://www.reddit.com/r/wallstreetbets/comments/1pore1a/see_nmr_mfg_if_you_want_to_benefit_from_increased/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)about Nomura and Mizuho Financial Groups. NMR and MFG, the top premier JPN banks that owns or are related to Morgan Stanley and US financial system without being bound by it, so these stocks are not pegged to USA fuckery, have extremely good dividend yields and will now correct. People keep going to GLD and SLV on bad days, now these are going up hard since the moment I posted, check the dates. I think NMR will make it to $10 today, and MFG probably close.
BBIO, NMR, Celsius, Rivian
NMR is a very good buy here. Nice recommend, thank you. 👍
In order of how sure a bet they are IMO: Lulu. Buy a leap or shares on Friday. Extremely, very good buy right now. Huge value play that's seeing its turn around now. SLV or PPLT leaps, also on Friday Meta is also a solid buy right now NMR, japanese banks are undervalued. MFG (mizuho) as well but less undervalued than NMR us. Buy before Friday. RDDT is speculative, not value, but will probably do extremely well in the next decade. RKLB even more speculative, but should do pretty well up until space X IPO hype at the very least.
This sounds like a good opportunity but there is one risk. Isn’t NMR on the hook (Instinet) if the Game company stock goes for a ride?
Been talking about MFG, NMR, and SMFG calls for a long time. Top tier financial institutions JPY, they will soon have a stablecoin and the yen interest rate was set to go up. Also hedge against US volatility... Today, overnight, Bank of Japan interest rate looming, short term bonds raised 1.01 interest... and that caused that all Asian leveraged positions in bitcoin got closed or margin called, and today it's going to be a pretty red day, and maybe even GLD make it to $400 incredible. lol. Seriously, get some shares, those will pop off hard today.
If you need a shelter from the blood rain: KMI, obviously. MUFG, NMR, MFG, SMFG, Cyberdyne. Banks posted incredible earnings, and very soon they are going to have a yen pegged JPY. Thank me later, go with god.
KMI's very green tho? Why u red? KMI, KVUE, AES, MUFG, EQT, MQ, NMR? Go and make some cash. Not financial advise, I am a blood sucking bot.
Insane that Bruker is publically traded like how many institutes can afford a new NMR
Taking a small gamble on YDGK and GPUS (like 6% total) Then after I lose that money, putting what I can salvage into NMR.
looks like an NMR...if you know, you know
I will start selling $TLT and deploying cash once the $SPY hits weekly 200 MA near 467. Until then I am sticking with $TLT, $PHYS (gold), and a few divy stocks. Someone here today mentioned the Japanese trading houses/banks. I am researching $NMR, $SMFG, $MFG, $MUFG. I'll prolyl open a small position there soon. What I would say after losing big in 2008, don't BTD on the same stocks or sectors. If everyone here just BTD on tech stocks that is a recipe for disaster. Or just BTD on gold. If you choose a falling knife that just happens to keep falling you can lose everything in months.
Nah, reading about the wheel strategy isn't all the information you should understand about options. If you're not sure what the issue is, read this. [Amazon.com: Option Volatility and Pricing: Advanced Trading Strategies and Techniques, 2nd Edition eBook : Natenberg, Sheldon: Kindle Store](https://www.amazon.com/Option-Volatility-Pricing-Strategies-Techniques-ebook/dp/B00O2A7HMS/ref=sr_1_1?crid=32NIY3NMR6D5M&dib=eyJ2IjoiMSJ9.jb2xNrJxtoOO95RD5qChk_xbuACGgygvAnBy9zALm8xSltLAd4BYg9PTyOW-DFV7cJTfmwEvtsTLKN4yJMx0rWVe5YoulqEKmgRdRtIkQCMqLsLZrGsS9i7B-YZwIJEFxApzzgvKDbaz-RiOTTiyJgcA_WG94Lj4mUdP7AztyipZjlQw3iwtHu5sopEkPE00QFsrvqhVkR14isEXVTQEn0XrWPNhKZHtMbYzG_y_wqc.OChVEHI3ZS2NPunCHqOVoknFK64zGMOy6FVscMXwjXc&dib_tag=se&keywords=sheldon+natenberg%27s+options+and+volatility+pricing&qid=1741633237&sprefix=sheldon+naten%2Caps%2C146&sr=8-1)
Personally not in that market or using these machines myself. I do have several friends active in academia and lab environments. From what i've I gathered (anecdotally) they use machine of Nanalysis and Magritek. (Magritek is also the biggest competitor in their segment according to NSCI's CEO). Both work similarly and all who I talked about it are happy with how they perform. According to them, no real difference but personal preference. NSCI is also adding software solutions to complement their hardware. That will probably become an import differentiating factor. That didn't answer your questions regarding Oxford, I lack the knowledge about the products myself. While their performance in the NMR segment remains important, it's their services segment (CATSA) that will be the biggest revenue/profit boost the comming quarters.
Interesting analysis, thanks for presenting this company. Do you think they can rival Oxford's tabletop NMR? I'm not in the subject but just a quick search showed their product as the main search, I am also familiar with other Oxford products and must say they generally produce very high quality scientific instruments used by a large portion of this industry
Looks like a 1H NMR spectra. Yup.
At the end of trading friday models started diverging and the first place we saw it was NMR. Its a few hundred data scientists that invariably see how well models are predicting the market and will get indicators that the models everyone uses are diverging in their consistency. Theres gonna be a load of easy money during am trading because of all the rebalancing thats going to happen between crypto and vix. BITO and EETH are gonna have to do some major cycling and thats gonna blip id down hard long enough for all the idiots here to pick up some easy gains. UVIX, VIXY.. They all need to cycle their futures.
* GRT * FET * AGIX * NMR * OCEAN the AI coins are rocketing this year.
>📷 𝗖𝗣𝗜 𝗘𝗦𝗧𝗜𝗠𝗔𝗧𝗘𝗦 𝗧𝗢𝗠𝗢𝗥𝗥𝗢𝗪 📷 [$MS](https://twitter.com/search?q=%24MS&src=cashtag_click): 3.2% [$JPM](https://twitter.com/search?q=%24JPM&src=cashtag_click): 3.3% [$BAC](https://twitter.com/search?q=%24BAC&src=cashtag_click): 3.4% [$GS](https://twitter.com/search?q=%24GS&src=cashtag_click): 3.3% [$C](https://twitter.com/search?q=%24C&src=cashtag_click): 3.3% [$NMR](https://twitter.com/search?q=%24NMR&src=cashtag_click): 3.3% HSBC: 3.3% JEFFERIES: 3.3% BNP PARIBAS: 3.3% UBS: 3.3% > >: 3.1% TD SECURITIES: 3.3% BARCLAYS: 3.3% [$WFC](https://twitter.com/search?q=%24WFC&src=cashtag_click): 3.2% Consensus: 3.3%
CPI Estimates for Wednesday: Morgan Stanley - 3.6% Goldman Sachs - 3.6% Citi - 3.7% JPM - 3.6% BAC - 3.6% Barclays - 3.7% Bloomberg - 3.6% BNP - 3.6% TD Securities - 3.6% Scotia Bank - 3.6% UBS - 3.7% NMR - 3.7% Wells Fargo - 3.6% Consensus : 3.6% Cleveland Fed: 3.8%
While we know the use of superconductors (e.g., NMR) rolling it out entirely new materials is still not trivial. You still need to produce it (at a multi tonne scale – in chemistry, this usually requires entirely new processes that are practically unrelated to the original methods and this step alone can take a few years) and manipulate it to the intended use without losing its properties. Even simple stuff like power lines will take a tonne of engineering and planning to update entire grids (which comes with questions over whether it's actually worth it).
My understanding of high Tc superconductors with Tc above liquid nitrogen temperatures is that they are brittle and not easily formed into wires. Therefore it would be difficult to form a coil which can withstand the forces generated at those fields. Closed cycle systems were starting to become popular when I left the field, necessitated by the increasing costs of helium. I saw some at conferences but never had the opportunity to use one myself. Unfortunately you typically needed to replace the entire Dewar and cryostat. It would have been nice if we could have connected a device to the transfer port and exhaust port of an already existing dewar, but I was never aware of such a device. Also, there are considerable differences between NMR systems found in typical chemistry labs vs those in physics labs. The ones in chemistry labs are typically off the shelf commercial products. They are using NMR to verify structures of organic molecules and typically operate with a constant field and with the sample at room temperature. Their large magnet systems only needed to be refilled with helium every couple of months. However, the probes used in both of my low temp physics labs were custom made. We also needed to use the helium to cool the samples down to helium temperatures. We also often needed to change the value of the magnetic field for field sweeps which boils off the helium faster. It would have taken a lot of money and considerable amount of time to purchase a new system and convert to meet our needs. We needed so much cooling power that our systems required refilling daily.
Now I wonder why your NMR lab didn't use liquid nitrogen cooled 'high temperature' superconductors. Much, much cheaper than using liquid helium. I guess I can't find any NMR machines that use these recent superconductors, even though they have been tested to 20 Tesla, although there is [some research](https://www.medimaging.net/mri/articles/294795607/use-of-high-temperature-superconductors-to-make-mr-imaging-more-affordable-accessible-and-sustainable.html) in that direction - is that the materials are hard to work with mechanically? Incidentally, there are now NMR machines that used closed-cycle cooling with just a one-time fill of a half liter of helium.
MagLev would, imo without a doubt, become common place IF a room temperature superconductor were discovered which could be easily manufactured. The efficiencies over current maglev and conventional trains would be so substantial that it would force a revolution in train technologies. It would be cost effective to update everything from regional transit systems to light rail and Amtrak. If the cost benefit is significant enough it would force the infrastructure to change just like going from horses to cars. Current maglev systems are not efficient enough to justify the cost. Let me draw from an example of how superconductors are an improvement over electromagnets. My old NMR lab had multiple systems. Two were electromagnets and two were superconducting. The electromagnets had a max field of 1.5T. You can't increase it any further because the size would be prohibitive and the current you would be required to push would cause the system to heat up and eventually melt. They were large (about 4'x4'x4'), bulky, and had poor homogeneity and sensitivity. The only advantage is they were relatively cheaper to operate. In contrast, the SC systems had max values of 9T, orders of magnitude higher homogeneity and sensitivity. These magnets are much smaller, maybe 1'x1'x1'). The downside, it cost us $200k per year in helium to operate them. If we could operate those instruments without the helium cost it would yield orders of magnitude improvements in signal resolution without any increase in cost compared to a conventional magnet. A room temperature super conductor would lead to our lab selling the electromagnets for scrap copper. In other words, magnets made from a room temperature superconductor would lead to reduced size, reduced costs, reduced power consumption, and improved resolution compared to conventional magnets made from normal confusing materials. >As far as transformers and electrical infrastructure stuff is concerned ... The problem isn't the energy generation part ... It's the storage thereof. I don't know what you mean by "the problem". While energy storage is certainly an issue, it is only one part of the energy equation. I was unaware we solved all the other problems in the energy generation/transmission processes. When I woke up yesterday, energy generation was still a problem. And I expect it will continue to be tomorrow. There are many aspects of energy including energy generation, energy storage, and energy transmission, etc. They would all benefit from superconductors. While most changes would not be 'revolutionary", superconductors would yield substantial improvements in existing technologies. Electrical generators would become more efficient resulting in significant improvements in the efficiency of wind turbines, as well as the efficiencies of nuclear/coal/gas power plants which uses electric generators to generate electricity from turbines powered by steam. Electric motors in electric vehicles would also become more efficient. Approximately 1/3 of all power generated by power plants is lost to resistive heating when the power is transmitted from the plant to the load. 1/3rd! This means a 30 MW power plant would be able to generate only 20 MW and still achieve the same results. If transmission lines could be made from room temperature superconductors, energy transmission losses would drop by a third. While I would not consider this revolutionary, it would be a significant improvement in efficiencies. If one were to combine the improved efficiencies from better generators with lossless power transmission, this would yield a remarkable decrease in fossil fuel consumption which is, as far as I know, still a global problem. That said, regarding energy storage, it is not clear to me how super conductors would be useful to improve energy storage technologies. But that is not my expertise.
CPI Estimates for tomorrow: MS: 4% JPM: 4.2% BAC: 4.1% NMR: 4.1% BMO: 4.1% JEFFERIES: 4% HSBC: 4.1% CREDIT AGRICOLE: 4% BERENBERG: 4.3% SOCIETE GENERALE: 4.1% TD SECURITIES: 4% STANDARD CHARTERED: 4.3% BARCLAYS: 4% SCOTIABANK: 4.3% WFC: 4% CS: 4% Consensus is 4.1% Cleveland Fed [Nowcast](https://www.clevelandfed.org/en/indicators-and-data/inflation-nowcasting) is 4.13%
CPI Estimates for tomorrow: MS: 4% JPM: 4.2% BAC: 4.1% NMR: 4.1% BMO: 4.1% JEFFERIES: 4% HSBC: 4.1% CREDIT AGRICOLE: 4% BERENBERG: 4.3% SOCIETE GENERALE: 4.1% TD SECURITIES: 4% STANDARD CHARTERED: 4.3% BARCLAYS: 4% SCOTIABANK: 4.3% WFC: 4% CS: 4% Consensus is 4.1% Cleveland Fed [Nowcast](https://www.clevelandfed.org/en/indicators-and-data/inflation-nowcasting) is 4.13%
CPI estimates for tomorrow: SCOTIABANK: 4.9% NMR: 4.9% JPM: 4.9% BAC: 5% UBS: 5% WFC: 5% TD SECURITIES: 5% BARCLAYS: 5% BMO: 5% C: 5.1% SOCIETE GENERALE: 5.1% GS: 5.1% MS: 5.1%
My fat ass thought this was NMR spectrum
Crypto AI token numeraire (NMR) is exactly what you are looking for
This looks like an H-NMR graph
I thought this was a sad excuse of a NMR-Spectrum
🚨𝗖𝗣𝗜 𝗘𝗦𝗧𝗜𝗠𝗔𝗧𝗘𝗦 𝗙𝗢𝗥 𝗧𝗢𝗠𝗢𝗥𝗥𝗢𝗪🚨 $MS: 8% $WFC: 8% $GS: 7.9% $CS: 7.8% BARCLAYS: 7.8% JEFFERIES: 7.9% BNP PARIBAS: 8% SOCIETE GENERALE: 8.1% STIFEL NICOLAUS: 7.8% $NMR: 7.8% $BAC: 7.8% HSBC: 7.9% $BMO: 8% Consensus: 7.9% $SPY after prior CPIs 👇 https://twitter.com/rhemrajani9/status/1590328849568788482/photo/1
Eight firms agreed to pay penalties of $125M each: Barclays Capital (NYSE:BCS); BofA Securities (NYSE:BAC) together with Merrill Lynch, Pierce, Fenner & Smith; Citigroup Global Markets (NYSE:C); Credit Suisse Securities ("USA") (NYSE:CS); Deutsche Bank Securities (NYSE:DB) together with DWS Distributors and DWS Investment Management Americas; Goldman Sachs (NYSE:GS); Morgan Stanley (NYSE:MS) together with Morgan Stanley Smith Barney; and UBS Securities LLC (NYSE:UBS) together with UBS Financial Services. Two firms agreed to pay $50M each: Jefferies LLC (NYSE:JEF) and Nomura Securities International (NYSE:NMR). Cantor Fitzgerald & Co. agreed to pay a $10M penalty.
Sure, I have thoughts. Mind you, I'm just putting the pieces together based on my experiences and my discussions with friends in the area and in similar industries or professions as I am. I'm not an economist or anything like that and I don't have direct access to verify what my Chinese friends say. China isn't some mythical place with infinite labor and resources. They've been getting hammered with periodic surges in COVID cases and have quarantined large communities for weeks. Some communities in Shanghai, for example, have been quarantined multiple times this year. If a single apartment complex has a positive case, they take drastic measures in their quarantine protocols. To maintain its place in the global economy as a manufacturer and supplier while the rest of the world isn't impacted nearly so much, they cut corners. They've lost quite a few of their older, more experienced and skilled laborers to COVID and have had to rush in younger people into positions that would benefit greatly from more experience and mentoring. I think they're just trying to maintain their current rate of production and hope to catch up somehow and eventually get to where they were as far as quality and quantity of goods being produced. The hope of the Chinese government and the businesses out there is that most the cut corners go largely unnoticed or the consequences don't affect them until they've recovered. Most companies that order in chemicals will receive materials from multiple production batches. Add to that, most companies have fairly limited QC capabilities and it isn't easy to identify what slipped through without outsourcing for better QC checks. All of this takes time and resources, which buys the Chinese companies time to catch up. I'll give an example. A couple months ago, ordered Chemical A that is used with Chemicals B, C, and D in a synthesis. Chemical A passed QC performed in China using FTIR and visual checks. Same chemical passed FTIR and visual checks at my company. Chemical A ruined the synthesis it was used in and wasn't able to be identified for more than 2 weeks due to the reaction time, in-house characterization, and then outsourced characterization. Chemical A showed an entirely different structure overall via NMR, though, which is how we spotted it. Running DSC showed that Chemical A was close enough in its transitions that it also would have passed there -- but that wasn't a QC check used before, anyway, since Sigma seemed fine with FTIR and visual appearance and companies don't like to use resources they don't have to. NMRs are not cheap to purchase, maintain, or operate, but ultimately all Chemical A's that are received have to be tested via NMR just to be sure. The kicker is, Sigma sent 3 different lots in a single bulk order of Chemical A. So it was messy. Sigma may be complicit to some extent -- I am sure they know, as this wasn't the first shit material they sent us, but it was shown via chemical inventory that we suddenly started receiving materials from multiple lots in all bulk orders, rather than material from the same lot. Seems fishy, though Sigma denies this. Universities and startups take the biggest hit here because they don't have the same QC capabilities as larger companies, and it's easier to blame some change in approach, manpower, or whatever. Most the shit chemicals will be binned but not RMA'd. China is hoping that this is the majority of cases with their low quality materials because that's exactly how American and European companies operate, too. You wait until it's a much wider-known issue and absolutely has to be addressed. When your target markets are unlikely to even find out, much less communicate between other companies or groups, it's pretty easy for people to miss or overlook. But it's happening.
Anyone jumping on NMR?
What is this? NMR spectra? Lmao
Put Option for GBP/USD (JA0NMR)
The Complementary system in relation to immunity, NMR and spectroscopy, and certain aspects of the citric acid cycle.
BTC 21,000,000 REP 11,000,000 NMR 11,000,000 I hope you guys understand this post. Happy new year.
> get AI good at diagnostics - maybe improve imaging These two things have been active topics of research for at least 30 years. I'd argue the first has been most successful in the form of clinical decision support (helping the physician to make optimal decisions by surfacing relevant information and best practices). I'd argue the second is more complicated; every decade or so people hear about a new AI system that spots tumors on a breast x-ray better than a physician (this is a good example because it's often noted in clinical informatics classes and a friend of mine was involved in a company that aimed to do exactly that). However, it usually ends up the case that the system leads to *overdiagnosis* or worse, *overtreatment* of otherwise benign conditions. Remember; medical treatments aren't without tradeoffs and lasting side effects. I'm of the personal belief that increases in computing power have benefited imaging modalities like NMR/MRI, but I haven't talked to the people doing research in those areas in quite a few years.
This is uninformed. It is all protected in patent filings that are now 10 years old. There is no "secret sauce" in small molecules. If there was, it would be easy for someone else to run an NMR and steal it.
I think it has more to do with speed. As a scientist, I would look at say NMR, IR, GC-MS, etc. and put the pieces of the puzzle together and solve the structure of a compound. But the compound itself doesn't change while I'm solving its structure. Whereas on the chart, by the time my slow brain process how the MACD and RSI, volume, etc. come together, my timing is off. And I think what options afford me is a mathematically way to stay consistent. And being on the theta gang, I can be wrong and still make money. I mostly do defined risk positions and that afford me the ability to sleep at night. LOL. It is also so much easier to size a position to the portfolio correctly as well. I had never been good at sport and video games. I always time wrong and over thinking things. LOL. And I feel like trading stocks, swinging or day, is more like video game and sport and I truly admire the people that can do it. During the day, while my options positions play out, I still try to look at charts and backtest some strategies to try and improve because I do think it is a good skill to have. I just know I'm not at all natural at it.
Yikes, what kind of acid was it? I'm always a little leery around conc. sulfuric or nitric, and won't even fuck with perchloric or HF. So far my worst work injury was snapping an NMR tube and having the sharp end go *all* the way into my thumb.
I did it with GHB I made and DMT I extracted, but I also verified via NMR/Mass spec first. In both cases I only did it once I had an exact match, but those are known chemicals. I mean he was out there just whippin’ shit up like “yeah this could do something cool” lmao!
bio spiked after earnings and thermo dipped, so it's looking like a good time to sell some bio and buy thermo... But yeah, thermo is the gold standard for a lot of common equipment like incubators and water baths, and for things that there are "better" companies for like centrifuges (beckman coulter/danaher #1) and chromatography (waters,agilent) eqiupment, thermo still makes pretty good equipment. I was trying to think of something thermo DOESN'T have and I thought of NMR... but lo and behold I looked it up and they do have NMR equipment, albeit minor stuff (bruker is #1 for NMR). They basically offer must-haves as well as high end innovative equipment in the realm of mass spec and cryoEM. So not only do they have this massive array of products, there's also constant innovation. And the recent acquisitions of patheon and PPD show them diversifying their offerings into the services side of thing. Patheon and PPD actually complement each other quite well. Patheon is a CRO that does work more on the manufacturing/distribution/logistics side of things and PPD is more on the clinical/testing side of things. I'm definitely interested in seeing where thermo ends up in 10-20 years.
Both UBS and NMR had earnings the morning I posted this an presented new information on their Archegos holdings. Nomura mentioned for the first time they had sold 97% of their Archegos holdings. UBS I believe said for the first time they even had an Archegos positions. So maybe do some research before posting criticism.
THIS WAS PART OF PREVIOUS DD... expansion, acquisitions, etc. $Delic Acquisition Target, Complex Biotech Discovery Ventures Ltd., Receives First Research Orders Through Online Payment Platform After recently launching its Advanced Analytical Testing services, CBDV successfully receives orders through their new online payment platform VANCOUVER, BC, March 31, 2021 /PRNewswire/ - Delic Holdings Inc. (the "Company"), ("DELIC") (CSE: DELC) (OTCQB: DELCF), a psychedelic focused wellness company, is pleased to announce that its acquisition target, Complex Biotech Discovery Ventures Ltd. ("CBDV"), a licensed cannabis and psilocybin research laboratory specializing in chemical analytics, extraction optimization, and process design, has commercialized and received its first research orders for Advanced Analytical Testing services through CBDV's new online payment platform. Matt Stang, CEO and Co founder commented "CBDV has shown they have the foresight to see what is needed in industries before it is normal practice. We expect to see the same professional expertise they show in cannabis, in this new psychedelic industry. This is another milestone that shows our commitment to increasing shareholder value." CBDV recently launched its Advanced Analytical Testing service which offers a streamlined process that allows clients to conveniently order tests online and ship their samples directly to CBDV's lab. Clients can choose from a wide range of tests that provide a comprehensive analysis on cannabis flower, concentrates, formulations, and vapor/smoke. Chief Executive Officer, Dr. Markus Roggen, stated: "We saw the need for chemical analytics beyond compliant testing to enable producers to develop the next generation of cannabis products. Therefore, we wanted to bring the high precision tools we are using in our own research directly to Canadian producers. And to enable an efficient customer experience, while giving us a scalable platform, we put a lot of effort into this webstore." With access to facilities at the University of British Columbia, CBDV uses industry-leading instrumentation and chemical expertise to provide clients with a thorough analysis of their cannabis samples. Clients receive an in-depth and precise characterization of their materials throughout each stage of the product development process. The tests offered go beyond the basic compliance testing for product releases required by Health Canada. CBDV's variety of tests include smoke analysis, NMR spectroscopy, X-ray crystallography, high resolution mass spectroscopy and many more that can be ordered directly on CBDV's website. For more information on the transaction between the Company and CBDV, please refer to the news release of the Company dated February 25, 2021. About CBDV Complex Biotech Discovery Ventures (CBDV), based at the University of British Columbia in Vancouver, BC, is a licensed cannabis and psilocybin research laboratory focused on extraction optimization, analytical testing, and process development. Founded by award-winning chemists, Dr. Markus Roggen and UBC Professor Glenn Sammis, CBDV uses precision chemical analytics and metabolomics identification to advance the cannabis and psilocybin industries. For media and service inquiries, please contact info@cbdvl.com. Learn more at www.cbdvl.com and follow us on LinkedIn: Complex Biotech Discovery Ventures and Instagram: @complexbiotech. About DELIC DELIC Always Expanding. In All Ways. DELIC was formed in 2019 to address the growing interest in psychedelic wellness backed by science. DELIC was the first psychedelic umbrella platform and is currently a trusted source for those interested in psychedelic culture, psychedelic clinics, and more. DELIC's offerings include, Ketamine Infusion Center (under binding acquisition agreement), a limited liability corporation formed under the laws of Arizona and runs two ketamine clinics in Arizona and California, "Reality Sandwich", a free public education platform providing psychedelic guides, news and culture, "Meet Delic", the first ever psychedelic wellness summit, and "The Delic", an e-commerce lifestyle brand. For more information, check out www.deliccorp.com. The Canadian Securities Exchange has neither approved nor disapproved the contents of this news release and does not accept responsibility for the adequacy or accuracy of this release. 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I'm interested to see the earnings on Nomura (NMR) on Wednesday to see the extent of the Archegos fallout. Also Discovery (DISCA) earnings that got pulled forward to the 28th to see how the streaming market share is shaping up among the newer entrants to the streaming market.
I think in principle your right, I just have a different target in mind, one that trades at a PE of less than 7:1, has solid free cash and pays a greater than 4% dividend. NMR also just survived the same hit without having to resort to additional lending. Good luck with your thesis, I hope it pays out.
Calls on NMR. Couldn't find their portfolio to check if they finished covering for Bill Hwang but looks like it is bottoming out. $5 cheap. The first in-the money strike + premium was same as the current price. Don't do it bc I never made much on options and I got one in the IRA to maybe exercise for long term.
The guy in the first twitter link I posted was up late on that Sunday night scrounging through a bunch of diff prime broker's 13f's looking for the Goldman block liquidation stocks in any prime broker Q4 Dec 2020 filings. He found them, the stocks weren't in any Q3, but showed up in Q4 filings in NMR, CS, GS, MS's books. He was posting it on twitter real time as he was finding this stuff. I looked at Credit Suisse's 13f and Hwang's stocks were a much more significant fraction of their books than others. That's when I made this post. What's funny is that 1.5 hours after this post, at 2:17 a.m. EST, Credit Suisse informed CNBC that they were expecting huge losses. The bread crumbs and info were all out there waiting to be found 2-3 days prior, if anybody had done that twitter guy's DD Friday when markets were open and bought puts on CS, you could have made a 50x return because CS/NMR gapped down 15% on market open.
Spot on sir. Anyways I'm holding NMR only 4.5 million coins.
Yeah, this stock definitely got driven way, way up due in huge part to Hwang hurling *fuck tons* of money at it. It's down near levels that would coincide with when it really started to rip higher now though. PE ratio of 11 now. That's gonna be pretty attractive once people see it has bottomed and all of the fear and uncertainty around block sales and liquidation dies down. Imagine what VIAC does when CS and NMR announce that they're finished and they offloaded Hwang's books. You probably get A.) Lotta shorts covering, and B.) Longs looking at that juicy, juicy PE of 11 and dividend of 2%
At current stock price, it's $43 billion mkt cap on $27 billion yearly revenues, 1.6x sales for a media giant in the early stages of exploring internet ventures. The P/E ratio currently stands at 11, and they have a 2% dividend. It kinda of reminds me of Intel circa July 2020, when it was trading at $50 with a PE of 9. Mature company, good earnings, has a dividend, not going anywhere any time soon.... low PE. These types of stocks are what people end up buying when they get too overloaded on growth stocks. VIAC is probably close to being done being Billy Big Hwang'd, and short covering from anyone trying to front run Credit Suisse / NMR is in the cards. I bet the VIAC short is a very crowded trade by now.
CS and NMR? They aren't funds. I thought we were talking about funds. They were acting as prime brokers and extending credit.
The borrowed 5x the money they they actually had to place risky bets. For various reasons, the positions they were holding tanked and the banks got spooked so they margin called them. Unfortunately they didn’t have the liquidity to cover the call so the banks sold off their holdings to try and get their money back. Apparently GS and MS jumped the gun and dumped everything at once crushing the stocks in the process on Friday but they got their cash. NMR and the rest of the banks that are still exposed are pretty much bag holders at this point and are offloading slowly. Some say that today was the end of it but some others are saying the the sell-off might continue the nail the end of the week. The main worry is that the tanking might affect other entities that had the same positions as Archegos and were as over leveraged as they were.
That *was* their plan: Archegos's Prime Brokers ($GS, $MS, $CS $NMR) supposedly got together last week and decided to slowly liquidate their positions but then Goldman decided to go against their gentlemen's agreement, buy a load of puts and dump shares on Friday, then Morgan Stanley did the same thing leaving $CS and $NMR with Billions in losses since many of these stocks fell over 50% from the liquidations.
Not disagreeing about returns profile and marketing strategies. I do expect larger firms to have well defined investments and risk management processes - the obvious example here is the obvious CS and NMR blowups, where they did blow up and but not blow out. I do expect that along with necessary management changes, there will be process changes with some mandated by regulators. IMHO, these processes are necessary in larger firms
Are we expecting any more of a drop for NMR or CS? 13% and 11% drops and then sideways today. If they've already covered and this is the floor, could be a great place to buy
Archegos doesn't file because they are a "Family managed fund" so they get to bypass filings. Even if they aren't a family managed fund most of their holdings were supposedly in swaps with the PBs so their positions would show up in $GS $MS $CS and $NMR's filings.
VIAC, CS, and NMR. All solid stocks, what could go wrong?
hmmm both NMR and VIAC going up premarket.....maybe you shoulda bought
Holy shit this is it. Buying NMR and VIAC pre market. THERES NO WAY NOMURA SHOULD BE DOWN 14% FROM ONE UNWINDING OF A CLIENT. Let's go baby. LEVERED TO THE MOON.
Archegos Capital is the HF that got margin called, and it’s investors and brokers are announcing big hits. See CS and NMR pre-market. VIAC was one of the HF’s margin investments
Is NMR the ticker? A $6 stock?
Puts on CS, NMR, rolling anything I make from that into Steel, hoping momma Kathy puts Astra in the spade ETF, selling PMCCs on PLTR while I poke my share with a stick hoping it doe something.
Can’t wait to see how my NMR calls are looking tomorrow, they were mooning on Friday!!
NMR trading at $6.61, is it gonna become a penny stock or something?
Organic chem. Have a degree in medical lab science, but NMR holds my heart.
NMR is working on it for the post Wall Street crash!
That’s funny. Just got some free NMR Numeraire coins on CoinBase the other day. PHD people good with numbers are creating an AI to be “The Worlds Last and Greatest Hedgie Fund” Maybe Apple and Papa Elon work with Numeraire to make passive investing for all of humanity! On a side note does a quantum AI have 💎🙌🏻?
Spread the Word: I switched to other cryptos with lower coins in circulation to increase my return on investment. This is my spread: BAL 30%, REP 25%, BCH 25%, NMR 25%, BAND 5%. ​ Projection: BAL will hit $500/ coin by the end of 2021... that is x50 on investment. if you invest 500 dollars today you have, give or take 25K by the end of the year. This is possible because of the low coin circulation.
Using NMR for alt-savings account for this reason.
Tomorrow's plays: NMR, YY, BIDU NMR: 10k into this, nice, smooth, steady uptick in volume/price action giving off a solid green vibe for tendie safe haven. YY: possible straddle, feels pumpy/dumpy but also cross-pollinated with BIDU for "imminent purchase" still on track for the streaming service BIDU: "Chinese search engine giant Baidu is planning to file for its Hong Kong secondary listing after the Lunar New Year" - plenty of other shit we all know about (EV, AI, streaming) will raise another $4B - BULLISH but also keeping a watchful and don't want to get Jack Ma'd