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Permian Resources Corporation
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$EQ Cash-Rich Penny Stocks Hedge Funds Are Buying - Equillium
$CVKD - Phase3 Bio stock -Will be on day 7 out of 10 to gain compliance this week.
CVKD - Bio - Phase 3 - 25 months Cash - No Debt - Keep watch on next week's catalyst.
Lift Power Ltd (CSE: LIFT, OTCQX: LIFFF, Frankfurt: WS0) - Unlocking A Promising Junior Miner
$CBDW News out. 1606 Corp.'s AI Chatbot Generates Immediate Revenue Growth from New ISO Partnership
1606 Corp (Stock Symbol: CBDW): A trailblazer in AI-driven merchandising chatbots
Where should I invest in Index Fund/Mutual Fund: Canadian Stock Market Or USA's ?
Where should I invest in Index Fund/Mutual Fund: Canadian Stock Market Or USA's
IGPK insane OTC merger, JFH with 50M app downloads😳 DD inside!
IGPK crazy OTC merger, JFH with 50M app downloads😳 (DD) *MUST READ*
IGPK craziest OTC merger, JFH over 50M app downloads *MUST READ* Research (DD)
$EQ Equillium - Unique pipeline: Acute Graft, Lupus, Alopecia
Trading McDonalds options based on the health status of Don Gorske
$CBDW News out. AI is gonna be huge in 2024 "1606 Corp. Accounts Skyrocket After December AI ChatBot Launch Leading to Expected Profitability in 2024"
$AEMC Unveils Promising Discoveries: High-Grade Nickel and Copper Abound in Nikolai Nickel Project
The whole IR _ versus _ PR thing
Boeing Safety Crisis part 2 - why I give a damn and you should too
RILY: Shorts are crowded, someone’s gonna get pounded
OTC Pink: CBDW PR 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
VETCOMM Joins Prestigious Client List, Retains Premier Public Relations Firm BLAZE PR as It Readies for Marketing Launch
$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
SPEC Anyone here in this? Carbon dioxide reduction company read article
Unity3d laid off 1/3 of its employees realizing it invalidated all it's contracts & users don't even have to pay anymore. Bankruptcy future?
Bitcoin Bros (like me) Dumb for Falling for the SEC Tweet
Mining in Iceland with St-Georges Eco-Mining (CSE: SX) (OTCQB: SXOOF) (FSE:85G1)
[DD] Here's what you're missing on the Boeing Safety Crisis
$FSR HAS ITS OWN FORUM! Make a home for your favorite Ticker
$NXGB NEWS OUT NxGen Brands, Inc. Proudly Announces the Successful Closing of "Mad House Innovations" Acquisition
Mining in Iceland with St-Georges Eco-Mining (CSE: SX) (OTCQB: SXOOF) (FSE:85G1)
$CDIO PART 4 American Medical Association Grants Cardio Diagnostics A Dedicated CPT PLA Reimbursement Code For Epi+Gen CHD, An AI-Powered Test For Assessing The Probability Of A Heart Attack Or Coronary Heart Disease Event
$MULN CTB 203% No volume this morning. PR to send it.
$FSR - Reversal thesis still tracking beautifully (IMHO)
Parazero $PRZO looking like shorts are crowded again watch for a PR drop to make them scurry again.
BRSE updates Float/ Verifies Profile / Finalized Acquisition
$BRSE Updated Float Acquisition Complete
Bitcoin ETF Will Actually Be Worse For Crypto
MARA MARA On The Wall You’re About To Lose It All
Everyone Who Likes MARA Is Getting Coal For Christmas
$SONX - The Gift That Keeps on Giving (300%+ This Week)
Might drop my FSR position. Thoughts?
$SAPX NEWS OUT Seven Arts Entertainment Announces Feature Film Production Agreement
$TWOH CSE: $TWOH Older news but well worth considering when you combine it with how the company is positioning itself for 2024 and the Canadian food market.
Mining in Iceland with St-Georges Eco-Mining (CSE: SX) (OTCQB: SXOOF) (FSE:85G1)
Two Stocks Under $0.02 with a fundamental story: $CUBT and $VISM
Anyone heard of African Agriculture?
Highly Regarded - Blackstone’s 2023 Holiday Video: The Alternatives Era
Cell Signaling Technology Leverages Integrated Cyber's Employee-Focused Cybersecurity Service (CSE: ICS)
Cell Signaling Technology Leverages Integrated Cyber's Employee-Focused Cybersecurity Service (CSE: ICS)
Why are Zara's stocks bullish despite a global backlash after a campaign backfired?
TKVR Financials look like a dream, exciting business. Research (DD) *MUST READ*
Regen BioPharma, Inc. to Present at the Emerging Growth Conference on December 7, 2023
Zomedica stock ready for a movement.
Cell Signaling Technology Leverages Integrated Cyber's Employee-Focused Cybersecurity Service (CSE: ICS)
ARE THE BACK TO BACK $NEGG POSTS TAKING AWAY FROM OTHER POSSIBLE OPPORTUNITIES?
$CYTO UP 180% STANDARD UP ADDITIONAL .12 AH @ .76
NxGen Brands, Inc. Sets Out Strategic Vision for Growth in 2024
How to determine the starting price of a triangular reverse merger? Are any current examples in the stock market?
How to determine the starting price of a triangular reverse merger? Are any current examples in the stock market?
$SONG UPDATED BULLISH NEWS (follow up from initial post)
A bullish case (w/DD) for Fisker FSR (SI: 41%)
TKVR (DD) *Must Read* Financials look like a dream
Red Flag: Put your money somewhere other than Mullen Stock.
Unpopular opinion: Elon Musk buying Twitter was a genius move
$WIMI .6302 Interesting Read and Possibly Long Hold
Surge Battery Metals ($NILI) Announces Insider Buying of 500,000 Shares, Reassuring The Market 🚀
POSSIBLE BREAKOUT: $SONG just had more than half of its OS removed. CEO posted that an official PR is being is released tomorrow morning at 8am. Plus the price just broke past a major resistance from an all time low!!! Enterprise Value $106,649,000. View post for images of Chart 1D, 5D, 1M, 1Y
$INKW News dropped. Great PR here. Greene Concepts Prepares for Banner Year in 2024 and Company’s Highest Growth Levels
MBRX - Moleculin Presents Positive Preliminary Efficacy Findings from Phase 1B/2 Clinical Trial Demonstrating 64% Stable Disease Rate Through Two Cycles of Annamycin for the Treatment of Soft Tissue Sarcomas (STS) Lung Metastases
$TWOH News out. Two Hands Corporation Launches Sports Illustrated Line Protein Bars in Canada
🚀🌑 XXII Calls: The Menthol Maverick Move? 🚬💨 FDA Drama & Strategic Shuffling Ahead! 📈
Cole Capital offers $9 per share for WE. Stock shoots up 140% AH on Friday. 30 mins later multiple news websites pull the PR for "fake".
Cole Capital offers $9 per share for WE after market close on Friday. Stock shoots up 140% and then falls as PR gets pulled for being “fake”
UAW has Tesla, Toyota in its sights after contract wins at Detroit automakers
$LMDX patent news! Official PR should be soon
$LMDX patent news! Official PR should be soon
$CBDW News dropped midday. 1606 Corp announces cutting-edge AI-driven ChatCBDW will launch on Tuesday
$INKW NEWS Be Water Receives Coveted Golden Ticket Award At Walmart’s Open Call 2023
ICU SeaStar Medical SQUEEZING Monday Oct 30th 2023
APLM has a warrant price Target of 11.50 as of Sept 29th
$APLM is OFFICIALLY a shortsqueeze play. Warrants exercisable at a price of 11.50 per share. At time The PR was posted APLM priced at $4. APLM has earnings coming on November 7th. Analyst price targets of $17-24.15 per share. Institutions Own 17.04% of the Float and is 58.47% held by Insiders.
$APLM is OFFICIALLY a shortsqueeze play. Warrants exercisable at a price of 11.50 per share. At time The PR was posted APLM priced at $4. APLM has earnings coming on November 7th. Analyst price targets of $17-24.15 per share. Institutions Own 17.04% of the Float and is 58.47% held by Insiders.
$CBDW NEWS OUT. 1606 Corp. Provides Development Update on ChatCBD
Anyone know anything about Anixa $ANIX
$TCBP - TC BioPharm Announces Submission of Investigational New Drug (IND) Application to U.S. FDA for Treatment of Relapse/Refractory AML
Mentions
lol saw that. Wearing some $140 Nike hoodie from that dictator oil money where I’m here in some $10 Kirkland sweats. Fuck $nke, be bullish $cost Jk, I have shares in $nke and $cost fucked me hard and tax loss harvest. Prob not good PR optics for Nike but don’t think it’ll be bad. Def not bullish. https://preview.redd.it/45ohgo32s8bg1.jpeg?width=1205&format=pjpg&auto=webp&s=03b8710391bbb47fca610a43a39ddf76189e3568
🌽is bullshit, but the Elon PR team surfacing him from the hole they put him in means the shitcoin pump season is upon us
The PR machine behind this story is out in full force. I think some of us will see through the bullshit, but the fact is it's done the next 12 months are going to be crazy and he very much wants the Venezuela Oil and other resources to get costs down in the US especially with China cutting us off. And for anyone wondering go Google and see if Venezuela happens to have silver deposits because I'm guessing they do.
I saw his presser and he said the Honduran president was wrongly convicted. Like here's the thing I don't like Maduro I think the US used sanctions to try to destabilize him but China and Russia saw it as an opportunity to get oil and helped Maduro maintain his power. The thing is in his presser he made it pretty clear he said "we're giving it to the people, but 'also to us'" when really he means mainly to us. Haliburton stock should fly off this news they lost a lot of money in Venezuela and now they can get it back. Also now Cuba is going to be cut off. I think the part that annoys me is all of this is pretty evident but his base still thinks Maduro was some drug king? Please. I can't tell if people are willfully ignorant or if the Pentagon PR machine is working fulltime on this one either way it's disengenuous and people saying that Americans can't have an opinion on this are stupid it very much has to do with us.
Nike marketing team getting free PR right now.
Yeah, so they are dropping a launch PR for the new hotel brand any day, which should be a big headline for them. They originally expected to do this around the end of December, but they received an award on Christmas Eve, and the hypothesis is that they pushed back the bigger announcement to give both headlines their own space. I wouldn't be surprised to see a PR on Monday.
Ain't even hiding their intention with PR and false narratives anymore, they yoink a president just to take their oil
CEO mentioned he’s looking for strategic partnerships, attending and PR on JPM 1-on-1 meetings with industry leaders and investors last oct. Hiring freeze etc etc. I call that way more than speculation
I know properties outside of the US don’t get the benefits of bonus deprecation like properties in US. So I don’t think so for DR. PR possibly.
I think they will bring it up in the KOL. They did say in the PR that individuals “displayed large decreases back towards levels observed in healthy individuals”, which implies a large % decrease. But I think there are probably other things they could have added in the PR which would have changed the market reaction.
I’m just a retail investor, I wouldn’t trust me. But if the thesis plays out and the REGAL trial is proved to be a success (the CEO saying we’re at 72 events is as close to confirming that it works, without launching a full blown PR, in my eyes), it wouldn’t surprise me if it went from $4 to at least $65 overnight similar to ABVX. If you peruse the SLS forums, there’s enough posts talking about the TAM of both GPS and SLS009 for AML and what that would do for the share price, so with that in mind, I still think we’re early. I told myself if SLS is still sub 5 in the new year, I’ll put another 25k into it. But do your own research and risk what you can afford to lose. Biotech is brutal.
Plus Gain’s CEO sold a previous biotech for 1b, and (correct me if I’m wrong) I think their Chairman sold one for 20b. Regarding the data dip, the findings were such an obvious breakthrough to them that they probably figured everyone else would get it too, hence the limited PR. A mistake sure, but ultimately big pharma doesn’t acquire companies based on their PR department. Smooth talk might help in the short run, but ultimately results are what matter. The drug works at an unprecedented level, that’s good enough for me.
You said it's restricted to US/EU, yet you see India and Taiwan there as well. What you described doesn't make the data magically independent, so saying it corrects for the non-independence is bullshit. You're implying here that it is something fullproof when in fact it's absolutely not... it introduces a lot of risks and loss of statistical power and that's one of the main reasons why bigger trials need to follow to account for this. It's very easy to mismanage this data and it has happened countless of times in Medical research. But sure, argue with someone who spent his lifetime studying the subject. My puts are expiring in FEB and I bought a few cheaper ones with 2 week expiry.. you understand that do you? And I plan to double down as they were bought today and I didn't know if it might pump a little more. But you do you, **(tin foil hat on)** I seriously even doubt you have a position in, I wouldn't be surprised if you're part of the PR team **(tin foil hat off)**
I’m not sure where the 10–12 month median overall survival figure for modern AML CR2 transplant-ineligible patients is coming from, because there isn’t a single study that supports that number. In this trial, it’s possible the BAT arm could land in the 10–12 month range due to small sample size, but anything above 12 months would be unprecedented. Even 11–12 months would already be pushing the upper bound of historical survival data for this population. The main takeaway from the most recent PR is the event dynamics. As of 12/26/25, the trial has incurred 72 events. The 60th event occurred on 12/10/24. That means the event rate has collapsed to <1 event per month, which is exactly what you see in oncology trials when a survival tail forms in one arm. It’s extremely unlikely that this tail is coming from the BAT arm. The IDMC recommended “continue without modification” in August 2025. If the control arm were unexpectedly developing a survival tail, the trial would have been stopped for futility at that point. The Phase 2 data already showed a late-forming tail in the GPS arm with a median OS of ~21 months, and it’s far more plausible that Phase 3 is tracking closer to the Phase 2 than that BAT patients suddenly experiencing a medical miracle. I’ve also seen the “Keytruda 2.0” argument floated, which I think is insanely unrealistic. The real bull case is much simpler: if Phase 3 hits its primary endpoint, GPS expands into CR1, which is roughly 10x the TAM of CR2. At that point, GPS directly threatens AbbVie’s Venetoclax franchise, which does ~$2.5B in annual revenue. SLS is obviously not commercializing this alone. The most likely outcomes are either a partnership with big pharma or an outright acquisition. I think defensive M&A by AbbVie to protect Venetoclax make the most sense, but another big pharma player could swoop in to expand into AML and try to take Abvie’s market share.
When they drop the launch PR it could absolutely blow past $3. I would bet on it. It's just hard to tie something like that to verifiable TA so I try to keep it out of my "formal" DD. That said, there's A LOT about TA in still learning, so please let me know if you find anything!
There have been extensive DDs on reddit and ST for at least a year. Did my own DD both on the science and on the company, then simulated the possible outcomes based on known variables, trying to brute force a failure, running 100s of millions of simulations for many different hypotheses. Then basically YOLOd in under 1.5. Still wasn't 100% sure, until the 72th event PR. The combination of all the factors is a miracle, and we're still trading WAY under the BO target range.
I can always count on you to call out PRPH each day lol. I hope you get the opportunity to dump those bags. Really hope that reverse merger works out for you because you could make a pretty penny off of it if the terms end up being what they released in the PR.
Premarket Watchlist: **$WTO** **$ELUT** **$ALCY** ___ Mid term: **$SRXH** **$DVLT** **$TRAW** : Small float, watching this one for dips. Multiple drugs in pipeline. Ratutrelvir (Covid) & Tivoxavir marboxil (Oral influenza, H5N1), Narazaciclib oncology asset. Company is running low on cash so I’m expecting the run up to be diluted immediately to fund future projects. **Dec - 17** : Interim data (only 37 patients) released (-37%), showed favorable safety profile( lower adverse than Paxlovid(Major established company ), including activity in paxlovid ineligible patients. Followed by a massive sell off : https://finviz.com/news/255922/traws-pharma-reports-positive-interim-clinical-data-with-ratutrelvir-versus-paxlovid-shows-activity-in-paxlovid-ineligible-covid-19-patients Ph2 full release is on schedule in January, with that small cap if PR is solid I see a rally, but will exit most of position if it climbs in anticipation. Discord has full DD.
Premarket Watchlist: **$WTO** **$ELUT** **$ALCY** ___ Mid term: **$SRXH** **$DVLT** **$TRAW** : Small float, watching this one for dips. Multiple drugs in pipeline. Ratutrelvir (Covid) & Tivoxavir marboxil (Oral influenza, H5N1), Narazaciclib oncology asset. Company is running low on cash so I’m expecting the run up to be diluted immediately to fund future projects. **Dec - 17** : Interim data (only 37 patients) released (-37%), showed favorable safety profile( lower adverse than Paxlovid(Major established company ), including activity in paxlovid ineligible patients. Followed by a massive sell off : https://finviz.com/news/255922/traws-pharma-reports-positive-interim-clinical-data-with-ratutrelvir-versus-paxlovid-shows-activity-in-paxlovid-ineligible-covid-19-patients Ph2 full release is on schedule in January, with that small cap if PR is solid I see a rally, but will exit most of position if it climbs in anticipation. Full DD in discord.
Gotdammit! I think it's going to $3 as well. Possibly higher if it gets the PR. But as soon as I say that's my target somebody buys and holds for $3 and it only goes to $2.97 then they hate me forever!!!
I didn't see any PR about the offering so I don't think many people were aware of it last night.
Ton of material is available. They started by stealing IP from Wisk n too this date they depend on theft and third parties. They don’t have much IP. They trying to assemble the aircraft from beg borrow buy outsource steal lease partner-with but innovate. Their aircraft looks sexy but fictionally cannot take-off and transition. The CEO is focused only on hype, connections marketing PR etc. he is businessman not technocrat. Since they have made several material changes to design they are back to step # 1 of FAA certification. They have not even submitted revised step 1 yet. They have made ONLY ONE bulky sexy aircraft that they have delivered to military and also to 10 other clients. They use same aircraft in many different events by repainting it with new logos. They new aircraft which seems somewhat lighter cannot eVTOL. It can only do conventional landing takeoff like airplane which defeats whole purpose. The list goes on… there are couple of short reports from Grizzly n someone else. I take these reports with pinch of salt as they have motive to demonize Target but nevertheless on this one they were almost 100% accurate on there allegations. And sure you can search those. To me they don’t have path to success as they don’t have product or even will to focus on. Product development. These days they only hyping tieups with Tesla, palanthir, anduril united etc. At best they will be part supplier to Anduril for their drone because so far they have been able to develop electric motor by stealing design from wisk. They don’t have much of IP to show. Now they have bought patents from bankrupt lilium. But very rarely adding two failures leads to success.
You have the stocks (some named here), that do the PR's with the little contracts. A couple of million here and there. And you have the ones that already set the base and kept the focus on the big ones. Like the ones on the recent sanction list of China. The ones that know how to integrate and be the central figure.
If you referring to ACHR, then IMHO it’s a fraud n scam driven by PR and deals. They don’t have a product and there is absolutely no way they will be certified before 2029 IF they start today. I believe other eVTOLs may succeed like vertical, beta and will but Archer… hard pass. This is just my opinion but if you research you will get true picture.
I suspect when the asset sale closes (around 13th Jan) we will get some kind of PR with Qumulus. What that PR is exactly is anyone's guess at this point as this crypto treasury strategy is still a bit unclear. It could be: a) Asset swap - QAI gets SONM shares in return for putting GPU assets on the books (PIPE) b) Qumulus agrees to route all its GPU-tokenization flow through the DNA X exchange c) Some kind of fuckery where the GPUs are not on SONM's books but QAI's revenue from the GPUs is (doubtful) d) DNA X is a glorified payment processor and QAI doesn't do a PIPE e) something I haven't thought of I need a bit more time to figure out exactly what the play is here. I was a bit surprised by the press release today stating they're focusing on DNA X exclusively, which seems to completely contradict the proxy statement which says the crypto-treasury will be combined with "AI expertise".
Like a boxer bouncing on the ropes to return with a stronger punch 😂 He gets the PR **for free** and keeps **all** his money.
The lack of response in pre-market on PFSA news is a little concerning, but I think there is decent chance it could return to yesterday’s highs with the new catalyst. I haven’t DD’d it, and have no idea what their shelf looks like, but I would be concerned with dilution considering they are rapid releasing positive PR’s.
ASBP getting some FDA correspondence before the 2nd of Jan. Might be a buy the hype, sell the news situation, but I think they are expecting guidance/approval to pursue fast track designation for their aspirin product. Historically looks like they have made their announcements at 9:00 EST before market open. Take note, they have approval to issue new shares and are likely looking at a RS in early/mid Jan. Otherwise i’m decently bullish on the stock in the medium/long term. I started DD’ing this after the strange run up yesterday. They have alluded to upcoming partnerships a few times in their past PRs. If they couple a partnership announcement with the FDA correspondence PR, it could really fly. NFA
If buying Bitcoin is gambling, then so is the stock market with better PR.
This isn’t politics or PR — it’s about who actually builds the tech. After the U.S., Israel punches at the very top in exporting advanced technology because the breakthroughs are real. • Mellanox → ultra-low-latency networking that feeds AI clusters at scale; now core to NVIDIA’s data-center stack • Check Point → AI-driven threat prevention (ML models analyzing billions of events in real time, not signature-based junk) • Palo Alto Networks → AI/ML-native security platform (behavioral modeling, automated response, zero-trust at scale) • Wiz → AI graph analysis of cloud environments to predict attack paths before breaches happen Israel isn’t just “cyber” — it’s AI-first cyber, forged under real-world pressure. That’s why it’s becoming the new Taiwan of intelligence: not fabs, but the minds designing and defending the systems. NVDA isn’t virtue signaling — it’s doubling down where the engineering alpha already is. Believe it or not… calls 🟢🦍📈
Apparently they didn’t profit take and that’s all they invested in, I should preface it was in PR.
He was always a weirdo, it's all PR
"A child's happiness" = Disney vacation is basically the Disney PR line for the last 50 years.
Who knows but its a possibility, they’ve done 4 PR’s within the last 30 days which should say something in itself
Right OSRH now is my number 1 play, if the deal with Woori IO is finalised or VXM01 licensing deal is done then all bets are off. A spike like that out of nowhere usually comes before news in my experience. Lots of the float is locked up so one PR could send it flying
Some of my best days in the gym are when I don't feel like going at all. Like tonight for example I felt like complete shit. I just wanted to stay in, eat some Pizza and jack off. But what would Rich Pianna say. I got my ass to gym and squatted 700lbs like nothing. New PR like nothing.
Stages of a Hype Cycle: The Rumor - This is the stage good DD is dropped. The company has positioned itself and the market is ready, this could 10x! The Pump - This is when this sub *usually* finds a stock. The stock is up notably from its "rumor" numbers. Does the company release a PR confirming news making this 3x a 10x? FOMO and chasers can send this flying. Great news can cause a multi-day rally. But, eventually... The Dump - I am **not** saying every company that hypes to new highs is a P+D. However, inevitably, these runs over-extend themselves. Too much profit on the table for retail to not take some. Plus, from the company perspective, they are now up significantly from their recent valuations. Even if the company "believes" in itself and insiders are major shareholders, most executives will want to pay off debt or extend the cash runway through some offering/dilution. Especially if the rumor/pump PR is something that requires capex, then it's essential. The Chop - Was the dump too extreme or is the PR as good of news as we first thought? How long will it take to execute the plan? Do they have the cash to make it happen, or will they need more money? People who just wanted a quick flip will look for an exit. People who bought in on the vision might average down. Shorts argue that it climbed too high on flimsy news, longs argue that it's fallen way too far since the pump. The company will try to release PRs to support/reiterate their direction. Basically, chaos as the market decides who is right and who is poor. The Fade - Some traders are now begrudging long term holders. *Intentional* long term holders are now evaluating the stock for an entry point. Radical game-changing news is less likely than "we are/aren't executing according to plan". Ideally, if you're holding here, the company has used the pump to fortify their balance sheet. The fade doesn't necessarily mean the price will fall - a good company can hold steady or even climb here. However, volume will drop dramatically compared to the pump, dump, and chop stages. If you bought too much of a penny stock, you'll have a hard time unloading here without crashing the price. Eventually, another rumor kicks the process off all over again.
I made this up, but IMO DFLI is at the tail end of "the chop". Nobody should trade based off my thoughts, but personally I see DFLI stabilizing somewhat, while maintaining a slow downtrend until it gets closer to Q4 earnings. I think it'll see some attention as people get excited about Q4 results and hoping to get guidance/evidence that the recent hype was justified. Stages of a Hype Cycle: The Rumor - This is the stage good DD is dropped. The company has positioned itself and the market is ready, this could 10x! The Pump - This is when this sub *usually* finds a stock. The stock is up notably from it's "rumor" numbers. Does the company release a PR confirming news making this 3x a 10x? FOMO and chasers can send this flying. Great news can cause a multi-day rally. But, eventually... The Dump - I am **not** saying every company that hypes to new highs is a P+D. However, inevitably, these runs over-extend themselves. Too much profit on the table for retail to not take some. Plus, from the company perspective, they are now up significantly from their recent valuations. Even if the company "believes" in itself and insiders are major shareholders, most executives will want to pay off debt or extend the cash runway through some offering/dilution. Especially if the rumor/pump PR is something that requires capex, then it's essential. The Chop - Was the dump too extreme? Is the PR as good of news as we first thought? How long will it take to execute the plan? Do they have the cash to make it happen, or will they need more money? People who just wanted a quick flip will look for an exit. People who bought in on the vision might average down. Shorts argue that it climbed too much on flimsy news, longs argue that it's fallen way too far since the pump numbers. The company will try to release PRs to support/reiterate their direction. The Fade - Some traders are now begrudging long term holders. *Intentional* long term holders are now evaluating the stock for an entry point. Radical game-changing news is less likely than "we are/aren't executing according to plan" news. Ideally, if you're still holding here, the company has used the pump to reduce debt or increase cash so they have more long term viability. The fade doesn't necessarily mean the price will continue to fall - a good company can hold steady here. However, volume will drop dramatically compared to the pump, dump, and chop. Eventually, another rumor kicks the process off all over again.
Nice one RAZE, 1:20 split will just have it over $1ish right is that why you think there will be PR or?
**$ORIS** : 1-20 Reverse Split Dec 30🇨🇳☠️, Tiny Float highly shorted. If PR to follow will be similar play to $WOK climb Today : [https://www.sec.gov/Archives/edgar/data/1964664/000121390025125359/ea0270802-6k\_oriental.htm](https://www.sec.gov/Archives/edgar/data/1964664/000121390025125359/ea0270802-6k_oriental.htm) https://preview.redd.it/7w0qnem4u6ag1.jpeg?width=427&format=pjpg&auto=webp&s=95aec0384c25c11433db2d0aa2b251048965dced
Premarket/week ahead scouting: **$DVLT** : solid dip here, volatile 10-15% swings, good news sell off will rebound. **$FTEL** : dividend PR Dec 26 25% AH, continuation swing: https://finviz.com/news/262683/fitell-corporation-announces-interim-dividend-and-shareholder-loyalty-program **$SRXH** : Eric Jackson, name change, needs volume. **$OTLK** : PH3 PR anytime, stay safe out there. **$ONDS** : not a penny, but big play in 26, watch for dips : drones PRs everywhere, solid long term. ___ **$KXIN** : tiny float, volume. **$WOK** : 1-100 RS implemented at open Discord gets this in AH before overnight.
$FTEL : Dividend PR Dec 26 25% AH, continuation swing : https://finviz.com/news/262683/fitell-corporation-announces-interim-dividend-and-shareholder-loyalty-program
He literally lied about an election fraud in order to steal an election by threatening state officials to get more votes, lie to his insane base to get them to attack officials, use lawyers and PR to pressure anyone he could and confuse the rest to literally break the peaceful exchange of power that has been a bedrock of the country since its founding. He repeatedly used the police and military to break up peaceful protestors, you know Americans so he could get a PR photo in DC. I’m sorry, but I think you are disagreeing with reality because it hurts too much to realize how far gone many of your fellow Americans have gone with this filthy grifter con man.
I've been stacking CNQ, XOM, PR, EOG, and SLB since June. Basically all of them are already up 10-20% and paying 3-6% dividends even with oil prices falling off since then.
Idk, when governments realize they are sitting on a rare cash cow they will figure out ways to extract money from it. Quietly…”clean coal” PR…etc.
Archer will be on deathbed and bankruptcy route by 2028. They don’t have IP or product. It’s all fraud and PR game for CEO.
I have been an NFE bag holder for years now. I’ve followed all the hype and hope and the all let downs. First - great DD. All those hoping for a short squeeze, forget it, not this company - the shorts have a hold on this and for good reasons. They won’t let this go up until the debt restructuring announcement. So anyone posting buy now and it’s going to pump hard, don’t believe them it will NOT move up past 1.5, and it will keep getting shorted down to 1.2 area. It’s not moving for now. The debt restructure maybe will be announced Jan 10 officially. The debt restructure is going to be ugly folks. But the good news, the stock will at least begin to recover and not be as shorted, as positive news comes the stock can keep going up and recover. We can’t begin the recovery process until the announcement of the debt deal. There will be FEMA struggles, PR issues, and Brazil issues next year, if they swing positive the stock will recover.
The plan was to hire more foreign workers. It's just better PR to say you're going with AI and then pivot to H1B and offshoring. Just watch where they rehire from.
I'm always on the lookout for signs of bullshit that will tell me if things are a fraud or not and all this round-tripping aside, I'm seeing gushing PR releases about plans to build data centers in places like Saudi Arabia and Australia where they'd have to build their own 30M liters/day desal plants to be viable. The whole thing reeks.
You are eating the PR without questioning it. An AI datacenter will consume a few million liters of water per day. Saudi Arabia is extremely water scarce, and being so hot would mean even more water would be needed for cooling than normal. The only way this would be feasible would be to build extensive desalination plants to offset everything. This will be done, but it will not be easy, cheap, or efficient.
The Uber collaboration in Abu Dhabi and Dubai feels more important than the share count itself. If these cities actually scale, that’s a real-world test, not just PR.
Very true but the thing is this shit used to pop 30% on the most dumb, flat PR. It was too easy to buy puts as calls were priced higher due to the hype. I’m a firm believer that stupid ass HIMS House podcast helped catalyze the downfall. Any PR got amplified by that account. It’s so odd to have a fan base for a stock
|Drug|Weight Loss vs Placebo|Discontinuation (AEs)|Placebo Discontinuation| |:-|:-|:-|:-| |**Oral semaglutide**|\~−13.6% vs −2.2% (or −16.6% vs −2.7%) ([AJMC](https://www.ajmc.com/view/fda-approves-oral-semaglutide-as-first-glp-1-pill-for-weight-loss?utm_source=chatgpt.com))|\~6.9% ([PR Newswire](https://www.prnewswire.com/news-releases/novo-nordisk-presents-four-new-analyses-on-oral-semaglutide-25-mg-wegovy-in-a-pill-at-obesityweek-2025-including-demonstrated-reductions-in-cardiovascular-risk-factors-302605329.html?utm_source=chatgpt.com))|\~5.9% ([PR Newswire](https://www.prnewswire.com/news-releases/novo-nordisk-presents-four-new-analyses-on-oral-semaglutide-25-mg-wegovy-in-a-pill-at-obesityweek-2025-including-demonstrated-reductions-in-cardiovascular-risk-factors-302605329.html?utm_source=chatgpt.com))| |**Orforglipron** |\~−12.4% vs −0.9% ([Lilly Investor Relations](https://investor.lilly.com/news-releases/news-release-details/lillys-oral-glp-1-orforglipron-delivers-weight-loss-average-273?utm_source=chatgpt.com))|\~5.3–10.3% ([PubMed](https://pubmed.ncbi.nlm.nih.gov/40960239/?utm_source=chatgpt.com))|\~2.7% ([PubMed](https://pubmed.ncbi.nlm.nih.gov/40960239/?utm_source=chatgpt.com))|
The catalyst is debt restructuring. Anything other than bankruptcy will see a surge in volume pushing the shorts out which will be fueled by gamma. Did you like at the Brazil's assets projected income? That's supposed to fire up 2026. Between that and PR the have a better foundation with a successful restructure. I expect a debt to equity swap and I'll just see how it plays out. I only bet with $ I was willing to take to 0
$CUPPF will 25-50x Read this PR from today. If you understand mining this is insane. **Chile's National Mining Authority Approves Super Copper's Cordillera Project** [https://www.newswire.ca/news-releases/chile-s-national-mining-authority-approves-super-copper-s-cordillera-project-820186920.html](https://www.newswire.ca/news-releases/chile-s-national-mining-authority-approves-super-copper-s-cordillera-project-820186920.html)
Might want to check their $CUPPF after their PR today: **Chile's National Mining Authority Approves Super Copper's Cordillera Project** [https://www.newswire.ca/news-releases/chile-s-national-mining-authority-approves-super-copper-s-cordillera-project-820186920.html](https://www.newswire.ca/news-releases/chile-s-national-mining-authority-approves-super-copper-s-cordillera-project-820186920.html) Pretty big deal to get exploitation rights. This is a huge hurdle gone and now they own land and will start to drill Q1 2026. I bet they uplist to NASDAQ and this should fly to 3-5 per share.
The market hates this stock now, it will take some PR shenanigans for the stock price to do well again.
It's speculation here. I think SLS will trade within a range until the 80th event (They've said that they'll announce PR when the event happens) I don't see it going below $2, but I don't see it going like... $10 or something without PR. Could probably swing from $2+ to $3-4 and back. Once the 80th event comes, it's anyone's game here. If SLS gets a lot of eyes the warrants may be exercised and fully exhausted before data drop, in which case the run up is uncapped. If it doesn't then you may see the run up capped until top line data release.
A bit more than a month for unfurling. Then successful testing was PR'd 4 months after the last launch. Maybe unfurling takes longer since this is the biggest satellite ever. Maybe testing takes less time since they've done a few?
Nah it's just that everything is made up. Deportations this year are going to be just beneath the peak under Obama. But read the news and it looks like something is massively different because they're picking people up in courthouses. We don't have two radically different parties. It's mostly PR differences to slightly different underlying policy.
Lol. Serve robotics is a piece of shit company. Bloated executive compensation that bleeds shareholders. Poor acquisitions and trying to overcompensate for their failures with irrelevant PR.
I buy weekly calls and puts depending on if I break my PR in the gym, stagnate, or go down. So far up this year and I was weaker today... Puts
Jim Cramer on *Mad Money* said GRRR isn’t well-known yet after a retired fund analyst named Richard called in live saying he likes it. That’s not bearish. That’s pre-crowd. Sub-$300M cap. Thin tape. PR at this size = absolute mayhem. This is the part where nothing happens… until one headline nukes the chart. Not advice. Position: long GRRR shares. I like pain.
Premarket Watchlist : **$RENX** : Can be a sympathy play of **$AIRE**, had some nice volume today due to PR below. **RSI** of 28 2.5M float 8% shorted. Could be nothing, worth a watchlist for rebound. Real estate development services with PR today : https://finviz.com/news/259826/renx-enterprises-expands-sustainable-growing-media-initiative-utilizing-ara-partners-backed-microtec-technology **$AIRE** : Swing, if it brakes 0.705 Known runner: https://finviz.com/news/260441/realpha-nasdaq-aire-signs-definitive-agreement-to-acquire-instamortgage **$DVLT** : reentered at 0.85 again after 10% : 2 PRs today small movement: 1: Premarket: https://finviz.com/news/259579/datavault-ai-inc-announces-issuance-of-two-foundational-us-patents-advancing-blockchain-driven-content-licensing-and-tokenized-monetization 2: AfterHours : https://finviz.com/news/260313/datavault-ai-and-the-dream-bowl-announce-national-broadcast-partnership-for-dream-bowl-xiv-and-confirm-dream-bowl-2026-meme-coin-claim-process-for-dec-24-drop **$RVPH** : 5.1% institutional buy 13G today, PH3 update anytime: https://www.sec.gov/Archives/edgar/data/1742927/000149315225028783/xslSCHEDULE_13D_X01/primary_doc.xml 4/17/26 1$ calls at 0.20 lotto **$WOK** : small China play **$BITF** , **$ASST** , **$GNS** : Rising mentions of Bitcoin on socials, trump buying: https://bitbo.io/news/trump-media-bitcoin-holdings/
Hold for sure, buy if you want more money imo. There's nothing for sure (announced) fueling this, but could be so many things. Reckless speculation says PR about phase 3 imminent
"They are not a vanity project There are no gimmicks This is not for PR or for Wallstreet We built a truck so people can use it in their daily lives" Ford CEO about the now cancelled Lighting. I'm pro electric vehicles, but damn this is hilarious in retro spec
My theory is that Apple doesn’t really do R&D (Research and Development) in the traditional sense. Apple does R&P (Refine and Perfect). They rarely try to be first. They let the "courageous" tech companies push out the bleeding-edge tech first. Let Google, Anthropic and OpenAI deal with the hallucinations, the bad PR, and the user testing. Apple sits back, watches what works, gathers the feedback, and identifies the pain points. Once the technology is validated, they will swoop in with a highly polished, refined user experience and call it a day. That is likely the game plan for AI too. They aren't trying to invent the future. They are waiting to perfect it.
That's literally opposite of what they said.... Offshore is more expensive and slower to install but they do in fact operate more efficiently, with less overall risk profile in most cases due to the lack of wildfire risk with ocean based infrastructure, and the fact that we can literally build them larger out there. The name of the game with wind is size. The larger the turbine, the more power it generates AND the more efficient it is (reflected by higher capacity factor). If you've driven past turbines in any part of the US before, chances are you were seeing a turbine between 100 kW and 2 MW (2000 kW). It was probably a couple hundred feet tall with blades around 30-50 yards long. They have capacity factors from 20-40%, meaning over time they produce that percent of their baseplate rating in power due to intermittent nature of wind. To use the biggest and most progressed of these projects, CVOW, these turbines are 14.7 MW turbines, or 14,700 kW, and there are 176 of them for a nameplate output of 2.6 GW, which is a staggering amount of power. They are able to do this because they are huge - nearly a thousand feet tall from ocean floor to tip of blade when pointing up. The blades about the length of a football field with back to end zone to back of end zone. The capacity factor is huge 55%, meaning these things will be putting over 1.3 GW of power on the grid reliably over time, which is more than all but the largest 1-unit nuclear reactor-supplied steam plants. This would both a massive engineering challenge and an even bigger PR challenge to do onshore. Hence why they are offshore.
IMO remote safely monitors are nothing but PR to convince people that they're safe. It's a horrible idea to let anyone remotely control a vehicle, and it opens up the possibility for so many scary cyber security issues if a hacker, or worse yet a terrorist gets remote control of someone's vehicle and decides to purposely crash it into something or someone.
:)) plese tell us when they buy these, a PR column for the gullible investors it is not a sale :))
Long puts on NNE. Fake aas company been talking about planning to file a building permit for two years, just bought some old ass patents and a PR team and went public.
ASTS just dropped a PR to say they've sent another satellite to launch. On a weekend as well. Ouch! Some short positions getting serious gapeage for Christmas.
Id say its more around 35% a good restructure, 35% an okay restructure, 20% a bad restructure, and 10% if somehow shit hits the fan bankruptcy. Feb-march is when we get to see the Q4 2025 earnings, and that is when we can see if the PR deal was a game changer or not, and hopefully some events unfold as well.
A few things that ARE real but noone ever makes a point to dig into it... 1. Since Covid, the shift to home office has dramatically risen, so a lot of people have shifted from the traditional lunch breaks so restaurant traffic is dramatically declining. So people are eating healthier... and smaller " quiick" portioning 2. Many CPG companies took advantage of Covid and increased prices to obscene levels because NOONE called them out... now these same CPG companies are feeling the backlash . PRICES MATTER! Most retailers do not have the infrastructure or R&D teams, thus most of their brands ARE made by the CPG companies...but virtually zero PR ie advertising or marketing is done, so the retailer is making FAT margins with "agreements" to continue forward with legacy brands, most times that space is PAID FOR ie: slotting fees...and goes straight to the retailers bottom line. The market share is dominated by the largest retailers snd CPG companies... I'm patiently waiting for ALDI to make its way into TEXAS... chains here have been shafting consumers for decades
Not sure I'm following you. I do believe they painted themselves into a corner in that they promised data by the end of the 4th quarter and also signed CDA's/embargos. But the GluSph biomarker was the big one all along, and they provided topline for that. You can find that this biomarker was [**pre-specified here**](https://gaintherapeutics.com/wp-content/uploads/2025/04/ADPD-2025-Phase-1b-Design.pdf). We also now know from the [**Roth report**](https://gaintherapeutics.wordpress.com/2025/12/19/gain-therapeuticsganx-roth-mkm-thought-on-phase-1b-data-raising-price-target-to-10/) that GluSph levels were reduced 75%-95% from baseline. That's a big deal. I think the company assumed that this alone would be big news and enough to lift the share price, but they obviously misread what this would mean for the average investor who has no idea what the implications of this biomarker means. In the PR, they did link the KOL event that had already been planned, and in which it states "The event will also review biomarker results from the Phase 1b clinical study of GT-02287, demonstrating disease modifying potential in Parkinson’s disease patients with or without a GBA1 mutation." In retrospect, they should have included this up top in the PR as one of the bullet points (instead of being relatively hidden in the link), something like "additional supporting data will be reviewed during our KOL event on Jan. 6th," To your statement on them raising-- they made it clear that they have enough cash to last through 2026, although this does not include phase 2. That's where partnership comes in, though. Lastly, yesterday's trading volume and price movement was very interesting. Nearly double the volume from the day before, which was the PR and big sell-off day, which was the biggest volume day in the company's history prior to yesterday. That's unusual. Usually it's the big sell-off day that is the high water mark for volume. Again, yesterday, where the share price recovered by finishing up 28%, the volume was nearly double from the day before (sell-off/news day). And there was also a record amount of after-marker volume. This tells me that there was some new buying coming in. Maybe life-science funds. And it would make sense. They are the ones who would understand the implications of what was shared in the PR from the day before.
y'all realize that if a big law firm were to litigate 🥭 and force him to un-redact parts of the files, they would be having a massive PR victory and a lot of new clients due to increased reputation. It's a money printer waiting to be unleashed.
Hey! Sure- there have been meaningful developments around national plutonium inventories and fast reactor fuel. Oklo can use surplus plutonium as a bridge fuel for their initial scaling while their ~$1.7B recycling facility is built and brought online. That materially reduces near-term HALEU dependence and de-risks early deployment. It’s not only theoretical- they’ve already been testing the Pluto reactor and showing how this fuel cycle works in practice. These posts cover it well: * [LANL Pluto Testing PR](https://www.reddit.com/r/OKLOSTOCK/s/0bneNbAHFU) * [Pluto Video Explanation](https://www.reddit.com/r/OKLOSTOCK/s/7sbNWo07Gd) * [Upcoming Gov Plutonium Award](https://www.reddit.com/r/OKLOSTOCK/s/YTyIscVpjX) * [CNBC News Segment](https://www.reddit.com/r/OKLOSTOCK/s/6yUHKzZ9Ys)
No. I think Tilray will do what they did with beer. Make a big announcement about buying already operating companies in the states, and use the hype to dilute. Making profits there is a remote requirement. Simon wants to keep his gravy train going. Hyping to dilute is his game. California is the best candidate because there are thousands of struggling operators and the PR will be great. Remember when they bought beer brands from Imbev. The stock went way up even though they never had any hope significant profits from any of those operations. For an example of how it might work, look back at The Parent Company (now Gold Flora) which started with huge fanfare aiming to dominate the California market.
I was quite confused by Tilray's PR yesterday announcing Tilray Medical US. Particularly, I was very confused as to what the PR was actually saying this was. It described Tilray Medical US as a "strategic framework to advance its US medical cannabis operations." Are they going to be looking to buy up licenses in medical states? Are they going to be expanding into the hemp derived CBD for seniors space? Was this PR just a way to capitalize on the rescheduling EO? I don't really know I also don't think the Bondi final rule will take years but I'm not as optimistic to think it'll get done in weeks, especially given how long these administrative procedural tasks always seem to take. I'm thinking 3-6 months at least
Why not throw away a couple billion for some positive PR. Its not like we can't just print more, right?
As I understand it, there was one individual who shorted a million shares yesterday, taking advantage of the questions arising from the PR, which caused the panic and ensuing collapse. So, yes. But they can only do this short term. Buying opportunity.
I definitely think the PR could have been better. So I think the management could do a better job with public announcements. But, again, these are scientists. They don't have marketing backgrounds. Not an excuse. My trust in the Gain leadership to develop a disease-modifying drug has not changed. They've been hitting homeruns every step of the way. So my confidence in them to that goal has only strengthened over time. And I think they might have learned a valuable lesson yesterday. Regarding the KOL event, it was already linked in the original PR. So the KOL was not just put together in response to the share price. They had planned this. But, you might be right that they put out s separate release with the goal to reiterate that the KOL event was planned and that they'll be discussing some further data.
I appreciate the sentiment of your post, but it seems to me as if you're letting the company off the hook too easily for yesterday's gaffe. Do you have the same level of trust and confidence in leadership after yesterday? I'm not so sure the sell-off was over-reaction. The company promised one thing in its Q3 update and, along with the CEO's interview, fueled a steady run-up in anticipation of data. What was released was only a partial subset of what the company had promised. This fueled uncertainty and volatility in the marketplace that didn't need to happen. I think the second PR announcing the KOL event and this interview coming in the same day were last-minute decisions based on the trading and as good as an admission of just how much the company fumbled that PR. I agree that the underlying science is as good or better than what we thought two days ago, I honestly can't say that I trust the leadership team as much to adequately steer the company. Which will make me think twice about my position and whether I recommend this company to others. Have your thoughts on leadership changed at all from 2 days ago?
Fair take on NXXT. Levels make sense, especially with PR risk hanging over it.
Let me start by saying—this deal isn’t just a corporate merger. It’s a shot across the bow that two worlds we’ve long treated as separate media influence and frontier energy innovation are finally teaming up to build something that matters for real people. Think about it: TAE Technologies isn’t some fly-by-night startup tinkering with batteries in a garage. They’re deep in the trenches of fusion power—the “holy grail” of clean energy that could end our reliance on fossil fuels, slash emissions, and power generations without the downsides of traditional nuclear. And Trump Media? Love it or hate it, it’s a platform that cuts through the noise and reaches millions who are hungry for unfiltered, straight-talk takes on the issues shaping their lives. Putting these two together? That’s not just a $6B play. That’s a way to take a technology most folks only read about in sci-fi and shove it into the mainstream conversation. Fusion power won’t change the world if no one understands why it matters. Trump Media won’t move the needle long-term if it’s just spinning wheels on hot takes. But together? They can turn “fusion” from a buzzword into a kitchen-table topic—something your dad debates at the grill, your kid asks their science teacher about, and your neighbor actually cares about advocating for. Sure, there will be the cynics. The ones who say it’s just a PR stunt, or a cash grab, or a political play. Let ’em talk. Because here’s the thing: Big, world-altering ideas always start with people willing to take big, risky swings. Fusion power has been “10 years away” for 50 years—but maybe, just maybe, pairing it with a platform that can amplify its story is the push it needs to cross the finish line. Maybe this merger is how we stop waiting for clean energy to save us, and start building the future we want—together. At the end of the day, this isn’t about politics. It’s not about media ratings. It’s about two entities saying: “We’re tired of incremental change. We’re tired of the status quo. We’re going to bet big on a technology that could heal our planet—and use every tool we have to make sure it doesn’t get buried in red tape or apathy.” Here’s to hoping this isn’t just another headline. Here’s to hoping it’s the start of something that actually changes how we power our homes, our businesses, and our future. Let’s stop arguing about who’s behind it—and start cheering for what it could become.
Main point: this sounds way more like a pitch deck pivot than a real AI infra business right now. When a tiny EV company suddenly talks “multi-vertical AI infrastructure” and sovereign data centers, I want receipts: signed contracts, MW of actual compute deployed, capex plan, and who’s funding it without nuking shareholders. Check the 10-Q for cash on hand, debt terms, and share count trend. If the only concrete thing is PR buzzwords (sovereign, drones, agriculture, workloads), it’s usually dilution bait. Also look at who the partners are and what they actually do. For real infra plays, you see boring stuff: colocation deals, power purchase agreements, and integration with things like Snowflake or service layers like Zapier; I’ve even seen folks use DreamFactory just to slap quick APIs on legacy data before calling it “AI.” So under $1 might be a trade, but I’d treat it as a lotto ticket, not a conviction long, until they show real revenue tied to this “AI” plan.
Main point: this sounds way more like a pitch deck pivot than a real AI infra business right now. When a tiny EV company suddenly talks “multi-vertical AI infrastructure” and sovereign data centers, I want receipts: signed contracts, MW of actual compute deployed, capex plan, and who’s funding it without nuking shareholders. Check the 10-Q for cash on hand, debt terms, and share count trend. If the only concrete thing is PR buzzwords (sovereign, drones, agriculture, workloads), it’s usually dilution bait. Also look at who the partners are and what they actually do. For real infra plays, you see boring stuff: colocation deals, power purchase agreements, and integration with things like Snowflake or service layers like Zapier; I’ve even seen folks use DreamFactory just to slap quick APIs on legacy data before calling it “AI.” So under $1 might be a trade, but I’d treat it as a lotto ticket, not a conviction long, until they show real revenue tied to this “AI” plan.
China should take all the illegals the US are deporting and let them do tiktok videos of their new life in China , this would be such a good PR move
Tilray put a PR that they are entering the US medical market
CWEB is a scam, stay away. It would be on bankruptcy without their pumpy PR
Sorry for a late post, I actually had other stuff to do today -I post also - though I'm nuanced and express both sides of the argument as I see it and warned folks not to count all the chickens before they hatched. I am cautiously optimistic on this one in the medium-long term, but getting a drug to clinic takes time, big pharma will want to see some statistical significance before a huge commitment. IMO partnership in 2026 is very likely, to get through placebo-controlled trials. I admit the magnitude of the drop today was unexpected. There is no logic here; only chaotic dynamics. Narratives will be written later espousing whatever supposed reasons but nobody did a reasoned analysis in a few minutes between PR release and market open. There was a knee-jerk reaction that took out some speculative froth and it fed upon itself thanks to computer algos. Granted, if you are killed by chaos you're just as dead. I would have preferred if the company hadn't at least inadvertently telegraphed stronger data - like perhaps the rest of the initial cohort demonstrating broader biomarker results or continued trends on the MDS-UPDRS. Would that have mattered? Maybe, maybe not. In truth the 90 day study only finished in December and there doesn't seem enough time to process the samples, share data with FDA committees and senior investors etc then rush out a full publication in the press (Science by PR - ick). It makes more sense to dribble out the most important foundational finding then wait for a major conference in 3 months to talk about some of the rest. The "chatter" is the appropriate level in the medical field. I liken it to maybe the Tecfidera case in MS a couple of decades back. Physicians and scientistsa are very conservative people with busy lives who will pay attention when/if Phase2/3 trial results turn positive or there is FDA approval. They won't be feeding their patients hope too early. In an era when even multi-billion market cap stocks swing 10% daily on .. whatever... this isn't all that crazy.
No, people are just smart and educated, paid attention when this happened 3 years ago, and understand that this is just another non-serious smoke and mirrors PR stunt to take attention away from tomorrow’s release of the Epstein files. - The President has no authority to reschedule drugs. - Congress has the authority but will not act on it. - The DEA has intentionally borked the rescheduling process for the last 3 years to make sure that it never sees the light of day. - Part of that borking process was keeping key stakeholders out of the rescheduling process which led to multiple lawsuits that continue to tie up the process that DEA intentionally let languish. People are smarter than you think they are, and they were paying attention to the process when you weren’t. That’s why they aren’t “taking a win”.
Very unfortunate market reaction to positive news which goes a long ways towards confirming that the drug is working. The PR was to conservative, and they are holding back additional data (possibly due to CDA with a pharma partner, or the are holding data for the KOL event and the AD/PD conference, not sure). Regarding the KOL event, it sounds like they will be reviewing additional data: “The event will also review biomarker results from the Phase 1b clinical study of GT-02287, demonstrating disease modifying potential in Parkinson’s disease patients with or without a GBA1 mutation.” I just wish they had put that as one of the top bullet points for the PR. I’m holding for buyout/partnership, which I think is more likely now. BTW, the BTIG analyst just came out with this note, and he agrees: “Readout Suggests GT-02287 is Activating GCase in the CNS. Additional Steps to Confirm it a PD Drug, but the Gain Approach Works. WHAT YOU SHOULD KNOW: We see the findings today serving as definitive evidence supporting GT-02287's ability to activate GCase in the brain. As a result, we see validation for the Gain approach and increased likelihood others will agree and look to partner other novel applications where allosteric modulation of enzyme deficiencies might benefit patients. The readout today measured the levels of GCase substrate, glucosylsphingosine (GluSph) in the CSF. The observed GluSph reductions in every patient that had elevated levels of this GCase substrate at trial start make it clear: GT-02287 increases the activity of its target enzyme. After 90 days of GT-02287 treatment, all individuals with elevated CSF GluSph experienced significant decreases.”
also to add to the above: # The "Heavyweights" at the Table (Restructuring) This isn't just a generic debt talk; the world’s most powerful restructuring firms are in a room deciding the fate of the company. **Representing NFE:** **Houlihan Lokey** (the #1 global restructuring advisor). They specialize in "Liability Management," which is a fancy way of saying they find ways to save the company and the equity without a total wipeout. **Representing the Lenders:** **FTI Consulting**, alongside heavy-hitting law firms **Akin Gump** and **Paul Weiss**. **The "UK Scheme":** Management is reportedly exploring a **UK Scheme of Arrangement**. Unlike a US Chapter 11, this is often faster, more surgical, and can allow the company to restructure its debt while keeping its massive assets (like the PR contract) untouched. **Why it Triggers a Squeeze (The "Survival" Rally)** Short sellers are currently betting on a **$0.00** outcome. A U.K. Scheme is a court-sanctioned deal that allows NFE to keep operating. * **Removing the Zero:** The moment a Scheme is sanctioned, the "Bankruptcy" thesis dies. Shorts who are paying **98% interest** to wait for a collapse will realize they are trapped in a solvent company. * **The Forced Cover:** If the stock price jumps on the news of a successful restructuring, shorts will be forced to buy back **64 million shares** into a rising market to limit their losses. # 2. The Impact on Current Shareholders (Dilution vs. Value) A U.K. Scheme usually includes a **Debt-for-Equity Swap**. This means some of NFE's $9.3B debt is deleted in exchange for new shares. * **The Bad (Dilution):** Your percentage of the company gets smaller because there are more shares in existence. * **The Good (Enterprise Value):** While you own a "smaller slice," the **size of the pie** often grows significantly. A company with $4B in debt is worth exponentially more to the market than a company with $9B in debt. * **Contract Protection:** Unlike a U.S. Chapter 11, the U.K. Scheme is designed to be **"contract-neutral."** This means NFE's crown jewels—the **$3.2B Puerto Rico contract** and the **Brazil terminals**—remain intact and operational, protecting the underlying value of the business. # 3. Why Houlihan Lokey matters here NFE hired **Houlihan Lokey** specifically because they are the masters of the "Liability Management Exercise" (LME). * Their goal is almost always to **avoid a wipeout.** * They often structure deals where existing shareholders keep enough equity to benefit from a "recovery rally." If they can negotiate a deal where debt is pushed back (matures later) rather than converted to shares immediately, dilution is minimized, and the squeeze potential maximized.
I'm down a lot. Tough day. Honestly, if I didn't already own so much, I'd be buying here. Stepping back and setting emotions aside, the biomarker data from today only further validates the drug. I think the PR was unfortunately a little too light on data and perhaps more layman-friendly language regarding implications of the one (very important) biomarker that they featured in the PR. I believe there will be an interview soon (maybe tomorrow) and the KOL even on the 6th where we'll get some more information. I think there are positive reasons they help some info back, for example: CNA with potential partners, regulatory risk (in speaking on sense of smell in the PR), AD/PD in March which requires any presentations to be new data (so they are holding for that), waiting for more KOL analysis. Anyway, I'm holding. This drug is worth much more than current SP indicates, IMO.
So the EO was a nothing burger, has expected lmao. Clearly a PR stunt. Nothing changes at all, Glad I sold. Sector is so easy to trade.
Agreed. They need to fire their entire PR team and start from scratch.
It think the way the PR is organized, they are holding back some data for the KOL event. That they are able to reduce GluSph to near healthy levels consistently in those patients with elevated levels is really big. The scientific community will be excited by this. The investor market will take time to digest this. I think institutional buying might start ramping up since this goes a long way towards derisking the drug, but that probably doesn't happen immediately.
Read a few hours back on another subreddit that someone within his administration leaked that it was just a PR stunt