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Swarmio Media (CSE: SWRM, OTC: SWMIF) Awarded Outstanding Applications Company 2023
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Galileo PTC LTD Hedge Fund is $WISH top institution holder
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>It just gave them a decade of federal energy tax credits No, no it did not. [No, it really did not. It cut a ton of tax incentive programs](https://www.jdsupra.com/legalnews/passage-of-one-big-beautiful-bill-act-2236557/#:~:text=As%20expected%2C%20the%20Act%20has,it%20is%20truly%20a%20deadline.) >The most significant impacts to many investors are the changes to the investment tax credit (ITC) under Section 48E and the production tax credit (PTC) under Section 45Y, specifically as they apply to solar and wind facilities. While nonwind or solar ITC and PTC credits continue the pre-existing “phase out” from prior law, the tax credits for solar and wind are now a cliff; it is all-or-nothing on the date of the deadline. >Specifically: >To be eligible for the ITC or the PTC, solar or wind facilities must be (i) placed in service no later than Dec. 31, 2027, or (ii) have begun construction within 12 months after the date of enactment of the bill (i.e., July 4, 2026) and then placed in service within 4 years. >Failure to meet these dates results in zero eligibility for the ITC or the PTC; it is truly a deadline.
Did anyone see what happened to PTC? It ripped 32 dollars up in 5 minutes
Per GPT: 1. Accelerated Phase-Out of Existing Credits: * Residential Solar Tax Credit (25D): The 30% Residential Clean Energy Credit, which homeowners have used for rooftop solar installations, is set to be drastically cut. While the Senate version proposed a phased reduction (18% in 2026, 6% in 2027, and 0% in 2028), the House version would have ended it entirely after 2025. The final bill appears to lean towards an accelerated ending, with some reports indicating it ends after September 30, 2025. This rapid termination is a major concern for the residential solar industry, as many companies and homeowners had planned for the credit to last until 2032 under the Inflation Reduction Act (IRA). * Utility-Scale Solar and Wind Tax Credits (45Y and 48E): The clean electricity production tax credit (PTC) and investment tax credit (ITC) for large-scale wind and solar projects will be unavailable for projects "placed in service" (plugged into the grid) after December 31, 2027. This is a much more aggressive timeline than previous proposals. * Grandfather Rule: A crucial amendment provides an exception: projects that begin construction within 12 months of the bill's enactment may still qualify for the credits, even if they are placed in service after the 2027 deadline. However, projects that begin construction more than a year after enactment must be operational by the end of 2027 to receive the credit, a timeline many in the industry deem nearly impossible to meet. 2. Elimination of Other Clean Energy Incentives: * Beyond solar, the bill also eliminates or significantly curtails other clean energy tax credits and incentives from the Inflation Reduction Act, including those for electric vehicles (new and used), home EV charging equipment, and energy-efficient home improvements like insulation and heating/cooling systems. 3. Impact on Investment and Jobs: * Reduced Investment: The accelerated phase-out of tax credits is expected to significantly reduce investment in renewable energy projects across the U.S. Analysts estimate a potential cut of $500 billion in capital investment in U.S. electricity and clean fuels production over the next 10 years. * Job Losses: Industry leaders are warning of widespread job losses in the clean energy sector, particularly in residential solar, due to the rapid removal of incentives. * Higher Energy Prices: Experts predict that the bill will lead to higher energy prices for consumers and businesses, as fewer new solar and wind projects are added to the grid, potentially increasing electricity costs by 8% to 10% or more in some states. 4. Supply Chain and Foreign Entity Concerns: * Earlier versions of the bill included a new tax on wind and solar projects that use a certain percentage of components from "adversaries" like China. While the final bill reportedly removed this specific excise tax, it still includes or strengthens "foreign entity of concern" (FEOC) rules applicable to most energy credits, affecting projects that begin construction after December 31, 2025. 5. Overall Sentiment: * Clean energy advocates and the renewable energy industry are highly critical of the bill, calling it a "death sentence" for the wind and solar industries and a reversal of progress made under the IRA. They argue it undermines American manufacturing, global energy leadership, and efforts to address climate change. * Republicans, on the other hand, have hailed the measure, aligning it with their priorities of tax cuts and reducing what they deem as "green new scam" subsidies. In essence, the newly passed bill represents a significant shift in federal policy regarding solar and other clean energy tax credits, moving away from the extended incentives of the IRA towards a rapid reduction and eventual elimination of many key programs. This will likely have a profound and challenging impact on the growth and economics of the solar industry in the coming years.
The country is so screwed if this passes its not even funny. There is so much hubris in assuming that the market will always just go up. People operating like they forgot why we had the great depression, great recession etc. The great recession was more tolerable than the great depression precisely because medicare, medicaid and social security were there to buffer the country when the market took a steaming dump and destroyed peoples lives. Trump is inducing so much risk into the system and the house of cards I'm afraid won't be able to handle it this time. Tens of thousands of people will die per year because of the health care cuts, its the biggest tax increase on the middle and working class in US history, a 30% increase in electricity prices due to solar/wind ITC/PTC cuts (much shorter development and COD timeline than nuclear/hydro/CCSNG plants), an explosion in health care premiums, deductibles and copays, we will absolutely see consumer demand plummet to probably decade lows, maybe even worse. It astonishes me how we've done this policy 4 times (Coolidge, Reagan, Bush, Trump 1), and its failed to create jobs every single time. Tax cuts for corporations means stock buybacks and increased dividends, exploding deficits. Welp.. I don't even know what to think. I'm an engineer with a $145k salary and can't even afford to buy a house in MA. RIP US empire if this passes.
“Non-residential solar projects that start construction less than 12 months after bill enactment and place into service within four years can still claim full ITC/PTC (48E/45Y) credit”. That’s what Sunrun uses. So, they’ve only been given 12 months more of the ITC which would translate in to likely 18 months-ish of installs. Meaning they could stretch it out some by claiming sold but not installed projects had began construction, so it’s a bit longer than 12 months. This, compared to the IRA, 48E had no expiration date. Given all that I don’t see a great bull case for the company in the medium to long term. Sure, they’ll be better off than their competitors initially but the market will start forecasting the end of the ITC soon.
I agree with you about AR being the future, and probably not the present. How do you see those names enabling ar? I can see the role Nvidia and QCOM but I'm not familiar with PTC or LITE, what's their business involvement in the AR future? I'm not really sure where to position for the coming changes. I've seen really impressive work with Sony wave-shaping meta surfaces, but they'd be competing somewhat with themselves there. I also think Apple could be in a good position, they're certainly looking ahead with their 'spatial computing' work with their headset.
Wearable AR will be huge, but can you really go all in on a software company for this? The new Snapchat AR glasses look no better than the Raybans. They boast new features and outlook, but it boils down to similar problems- will people wear these glasses ALL DAY? What about people without prescription needs? Now, I do agree that Snapchat is doing great in the social media space. Their AI is far superior to Meta or Instagram. They certainly have legs, and will continue to grow. Youngsters just love sending snapchats their PARENTS CANT SEE. And any person in here that believes Snapchat is dead is probably a parent that doesn’t supervise their kids enough, or not a parent themselves. I do agree Snapchat has a future, but I’m not all in AR through Snapchat. I’d rather invest higher AR enablers like NVIDIA, QCOM, Unity Software, ADBE, PTC (For industrial applications), LITE (facial recognition)
I’m not seeing how this bill is bullish for nuclear, it’s just basically being hurt the least compared to wind, battery, solar. The ITC and PTC will still phase out after 2028 (and nuclear has a very long development time). I’m sure the senate will soften this bill a bit because this shit is insane and will cripple our generation needs to meet increased demand over the next several years.
The article linked here is entirely wrong. Nuclear received a carve and will be the only renewable left that gets PTC credits. They also re-enabled transferability of these credits…for nuclear. The bill that passed the house is extremely bullish for nuclear (and very bearish solar). The admin is only increasing their level of support. Nuclear power is the next space race.
I don’t debate the struggles that your brother is facing. He may want to take another look at the Healthcare Marketplace and confirm whether he qualifies for coverage along with the Premium Tax Credit. From what I can find out, it is the enhanced PTC that are set to expire at the end of 2025, which was originally passed under the 2021 Inflation Reduction Act. This was an expansion due to COVID. So seems the new tax bill is just rolling us back to the pre-COVID norm. That leaves us with the old rules. That allows for a PTC for taxpayers with incomes up to 400% of the Federal Poverty Level (FPL). Those thresholds are: $62,600 for a single-person household, $84,600 for a two-person household, $106,600 for a three-person household, and $128,600 for a four-person household. These thresholds are well over the income level for someone on Medicaid. This means their health insurance would be fully subsidized under the ACA.
I don’t debate the struggles a person of limited means goes through. What does the new tax plan do to the ACA premium tax credits (PTC)? From what I can find out, it is the enhanced PTC that are set to expire at the end of 2025, which was originally passed under the 2021 Inflation Reduction Act. This was an expansion due to COVID. So seems it’s just rolling us back to the pre-COVID norm. That leaves us with the old rules. That allows for a PTC for taxpayers with incomes up to 400% of the Federal Poverty Level (FPL). Those thresholds are: $62,600 for a single-person household, $84,600 for a two-person household, $106,600 for a three-person household, and $128,600 for a four-person household. These thresholds are well over the income level for someone on Medicaid. This means their health insurance would be fully subsidized under the ACA.
Not sure, but they are a public company, so here's the lastest PR around earnings: [https://investors.saic.com/news-releases/news-release-details/saic-announces-fourth-quarter-and-full-fiscal-year-2025-results](https://investors.saic.com/news-releases/news-release-details/saic-announces-fourth-quarter-and-full-fiscal-year-2025-results) They did raise guidance, but it's a tiny bit. Backlog is actually kind of weak, but I did find them really interesting. I was looking for companies that do like CAD work, since I do feel like that could be a winning place for AI. Was looking into them and PTC.
$PTC * ARR growth of 10% year-over-year to $2,290 million * Operating cash flow increased 12% YoY to $281 million * Free cash flow grew 13% YoY to $279 million * Operating margin improved 530 bps to 35% * Non-GAAP earnings per share increased 23% to $1.79 * Gross debt reduced by 31% YoY to $1,393 million * Continued share repurchases of $75 million in Q2'25 * Successfully retired $500 million of senior notes in Q2'25 * Lowered FY'25 ARR growth guidance from 9-10% to 7-9% * Cash and cash equivalents decreased 6% YoY to $235 million * Challenging selling environment persists * Elevated macroeconomic uncertainty expected in second half of FY'25 * Operating expenses expected to increase 3-4% in FY'25 "Q2 was a solid quarter for us, and I remain extremely optimistic about our position as an enabler of the digital economy – particularly our position as a supplier of software tools that make our customers more efficient as they design, manufacture, and service their products," said Neil Barua, President and CEO, PTC. "While the current macroeconomic uncertainty makes it challenging for us to predict precisely how our customers will react, PTC is in a better position today to meet our customers' demand than ever before. I am confident that PTC can help our customers navigate this period by accelerating their continued transition into the digital age," concluded Barua.
Looking forward to some earnings after close: AEIS, CLMB, FTAI, GFL, KLAC, META, MSFT, MYRG, PTC, SFM Also strong numbers from $TT this morning * Q1 Non-GAAP EPS of $2.45 beats by $0.25. * Revenue of $4.69B (+11.7% Y/Y) beats by $230M. * Strong enterprise bookings of $5.3 billion with a book-to-bill of 113 percent. * Enterprise backlog of $7.3 billion, up approximately $500 million
Seriously what fuck is going with that? How have they allowed this idiot to continue on any other PTC the ceo would be out the door after the pedo comment.
4y/50K. They sure do have HVAC. In newer models, the heat is generated via a heat pump. Older models just use a PTC heater.
BH is 24% Insurance. I believe BH is holding record high cash because he can’t find anything to buy at a value price. Berkshire Hathaway Segment Breakdown: Revenue: Insurance, 24%; PTC, 19%; Manufacturing, 19%; McLane, 14%; Service and Retailing, 10%; BHE, 7%; and BNSF, 6%; and EBT: Insurance, 34%; PTC, 21%; Manufacturing, 21%; McLane, 1%; Service and Retailing, 9%; BHE, 2%; and BNSF, 12%.
Not the cheapest name, but an interesting business, anyone here follow PTC? They do like manufacturing software. Just seems like a really interesting company, wasn't sure if anyone follows them or has anything from them.
lol, grew up in the area and can confirm all this to be true. PTC was considered the snobby area even 25 years ago 😂
Essentially driving with a suspended license. I quickly found out how differently NY and GA handle that issue. NY they just give you a ticket and tell you not to drive. GA, straight to jail. But at least you don't need bail money if you stay in for 3 days. I don't remember reacher, but PTC is the epitome of a suburban hell bubble. They don't take kindly to my folks (the poors). And you probably aren't allowed to own a house there if you don't own a $10k golf cart to go to CFA in.
Coweta and Fayette are counties, which Fayetteville and Peachtree City are in Fayette county. I don't know much about Fayetteville but I can tell you what the inside of the county jail looks like after getting stuck in the road at a stoplight in PTC.
Next bullmarket will be carried by robotics companies. long $ZBRA $PTC
I can’t repeat myself any more. Ffs. ACTHF or Aduro Clean technologies. Six multibillion $ companies testing their tech. Signed on with Shell and TotalEnergies… both are massive companies, and are testing the tech. PLASTIC RECYCLING 4 of 7 types. Nobody else on earth can do it. Closest comparison is PTC-pureCycle values at $3Bn CDN… 20x upside
PTC. Some other regard mentioned them earlier last week. Bless you. Earnings early November and price upgrade to $226 (not even at $190 yet and trending up)
you need to consider capacity factors in addition to installed generation capacity. solar/wind +storage still comes out on top but it's not a big of a divide as your analysis would make it out to be. wind and solar additions are supported by an favorable legislative environment. any changes to the IRA/PTC/ITC in the next administration could wildly alter projections. analogously, big techs recent push towards nuclear may provide the lobbying power to cut through NRC red tape and accelerate deployment. continued growth in wind/solar + batteries will require massive expansion of transmission infrastructure. recent estimates a planning study from one of the national labs indicate the need for 3x expansion in transmission infastrucure. we lack the supply chains, manufacturing capacity and skilled labor to make this happen. the current lead time on a new transformer is like 2 years. EIA models aren't considering things like massive increases in electricity demand from additional compute
Rahm Emmanuel, David Axelrod and Obama all were pro Nucler and reducing carbon emissions. They were going to introduce a Carbon tax in mid 2000s. Not completely out of kindness of their heart but back in their McKinsey days they helped architect Exelon through largest Nuclear provider in the US and Exelon would have had a lot to gain from a carbon tax. https://www.chicagobusiness.com/article/20150204/NEWS11/150209897/emanuel-lines-up-with-anti-exelon-crowd-to-push-clean-power-agenda Unfortunately a successful president only gets 1-2 brand new major achievements during their term. For Obama it was the ACA. Carbon tax went on the back burner which killed Nuclear. Only was to get clean energy in our country is through govt subsidy, tax credits or underwriting guarantees. Only reason why wind energy is happening in the US is the PTC. A new nuclear plant can cost $19-25 billion. No public or private company will take on that risk. And that’s why there has been no new nuclear plants at a large scale in 40 years. Only hope of small scale nuclear with govt guarantees
PTC is the only correct answer
OP is true regard. The limiting factor on nuclear energy is not a big conspiracy but economics. Nuclear subsidized is a lot more expensive than alternatives, including wind and solar, the latter of which is growing exponentially and is yet to inflect on its s- curve of annual additions. Nuclear projects hit huge cost overruns and delays and new installs actually have negative learning, which means they’re getting more expensive rather than less. New energy capacity is added based on auctions, where companies bid based on their cost of energy. You can search leveled cost of energy to see the comparisons, Lazard has the preeminent charts, linked [here.](https://www.lazard.com/research-insights/2023-levelized-cost-of-energyplus/) Nobody will invest in nuclear until it becomes cost competitive. The nuclear PTC included in the inflation reduction act helps, but recent projects have probably scared away new investments. Recent failures which are 100% of us projects include [Vogtle 3](https://apnews.com/article/georgia-nuclear-power-plant-vogtle-rates-costs-75c7a413cda3935dd551be9115e88a64) and [first energy](https://www.pbs.org/newshour/amp/nation/former-chair-of-ohio-utility-regulator-surrenders-in-60-million-bribery-scheme-linked-to-energy-bill) and [Nuscale](https://www.eenews.net/articles/nuscale-cancels-first-of-a-kind-nuclear-project-as-costs-surge/). If you are looking to see where new capacity growth is coming, it’s [solar plus storage](https://www.powermag.com/eia-solar-will-surge-in-2024-account-for-more-than-half-of-new-u-s-capacity/#:~:text=The%20EIA%20report%20said%20the,of%20new%20U.S.%20generation%20capacity). Nuclear will continue to see investment, but won’t take off unless we see a major catalyst, like lcoe trending down. When that happens, jump on board.
Yes, electricity can flow better in some conductors when cold. Solar panels are more efficient when cold. However, charging a battery is using electricity to generate a chemical reaction. Most chemical reactions are slowed when cold. Additionally, different battery chemistries charge and discharge optimally at different temperatures. Too hot or too cold, and you can damage the cells by adding or removing power too quickly. Most EVs have an elaborate thermal regulation system that uses a heater, radiator, and even an air-conditioning heat exchanger to regulate the coolant temperature. Even plus in hybrids like a Prius prime will use the air-conditioning to manage battery temps when charging. So, outside of optimal temperature, the charging rate is intentionally reduced, and a high consumer like a PTC heater, or an ac compressor is used to regulate coolant temps. If you live in a place with extreme temperatures, you generally have a garage, because any vehicle will suffer. In extreme cold temps you even need fuel and engine block heaters on normal internal combustion vehicles. Many EVs will run the heater and coolant pumps while parked if the temps get to a critically low level to prevent coolant from freezing. Coolant just lowers freezing point, not eliminates it! Just like with many ICE heating systems, many EVs can prep a car for driving while on a charger in your garage, where they preheat the battery and drive units before you drive, maximizing potential change and range. Now, are EVs for everyone? No. Are they perfect? No. But every car brand has a sub here full of people belly aching about the dumb shit the manufacturer did with their vehicle.
Sure they need to maintain BTC in their own wallets and they will do so too. I dońt believe they sold anything close to 50% of their reserves to Blackrock. In addition keep in mind while the ETFs are buying a lot of BTC in OTC trades there are many other big players using OTC too for buying and selling. I am not sure at which amount you can start doing OTC business with Coinbase but e.g. for Kraken it starts at 100.000$. There is a lot of flow for buy and sell in the PTC business of the big exchanges. I believe many of the BTC that the ETFs got OTC from Coinbase was just matched with OTC sell orders from other Coinbase clients.
Plug has a lot of execution issues and trying to scale too fast. They provide guidance targets but miss every quarter and investors are losing confidence in the company. Market fundamentals are solid and with the PTC kicking in next year and several plants come online, margins should expand pretty quickly. Hydrogen has solid outlook for sure but the real problem is their liquidity issue. They will most likely gonna get 1.5 billion loan from the DOE in 1Q or 2Q. That should really drive stock rally. Given the 40% drop today and low valuation, I think it might be a good gamble / short term play. But Bloom is a better company if you want hydrogen exposure.
Based on your response, I don’t think you quite understand what I wrote. I know how to read a financial statement. I know non-gaap is oftentimes included on financial statements for PTC’s, but not always, rarely actually. Them including non-gaap on their financial statement is not in and of itself an issue at all. I’m pointing out the intentional misapplication and dissemination of the non-GAAP EPS line item, in lieu of the real NET EPS which is buried in their 10Q and not nearly as prominent as the useless non-GAAP… Once all the earnings press releases go out, once apps and brokerages and data providers display the improper EPS - it’s retroactively corrected, but only on some platforms, and only after the price action reflects the knee jerk reaction of the broader market being misled.
Fidelity - you can trade PTC stocks as well without fees…
I'm in manufacturing. Supply shortages are still happening. Lot's of buyouts as well. Especially engineering software vendors. Name a CAD software the big vendors are snapping up the tiny ones. I'm not talking about Autodesk, PTC, and Dassault. I'm talking about the guys that sell that software if you're not big enough to straight but it from the developers. You used to have 3 per software per big engineering city. Now you have 1-2 per region. This is happening in the US and Western Europe.
Ay wtf is this paper portfolio / trade forms in the comments? How long have these been here? Is this a more elaborate way of banning people than the usual PTC?
$PTC been looking good the past few days….
DKNG, enjoying a duopoly with FanDuel in a multi-billion dollar market moving from black market to mainstream. Operating leverage is huge once break even is achieved in a state. Many states to go. PTC, the Mercedes of CAD software. Best in class, have growth levers in AR and IoT. If you have a complex product to design, decent chance you’re using PTC. FND, trying to become the Home Depot of flooring. Doubling the amount of stores in next three years. Wiping out mom and pop stores with no scale, and competing with HD/LOW by having much more inventory. CEO is a former HD exec who knows the roadmap.
I’m going out of the county next week and won’t have access to trading. Someone make money off one of these companies and rub it in my face when I get back. JBT calls PTC calls You’re welcome 😇
I use this exclusively bc it’s not a PTC… fuck.
It’s because the rail companies don’t want to pay the cost for upgrades like PTC
Texas Pacific Land Corp. JB Hunt Transport Services Inc. W R Berkley Corp. Evergy Inc. Leidos Holdings Inc. Pinterest Inc. Class A Garmin Ltd. Zoom Video Communications Inc. Class A DoorDash Inc. Class A Splunk Inc. NVR Inc. Alliant Energy Corp. Booz Allen Hamilton Holding Corp. Class A Essex Property Trust Inc. Teradyne Inc. SVB Financial Group LKQ Corp. Avantor Inc. Viatris Inc. Healthpeak Properties Inc. Tyler Technologies Inc. HubSpot Inc. Cboe Global Markets Inc. Akamai Technologies Inc. Zebra Technologies Corp. Burlington Stores Inc. Expedia Group Inc. First Horizon Corp. Kimco Realty Corp. NetApp Inc. Bio-Techne Corp. Everest Re Group Ltd. Interpublic Group of Cos. Inc. Brown & Brown Inc. FleetCor Technologies Inc. MongoDB Inc. Class A Lamb Weston Holdings Inc. Jack Henry & Associates Inc. Gaming and Leisure Properties Inc. PTC Inc. United Therapeutics Corp. RPM International Inc. Ovintiv Inc. UDR Inc. Hubbell Inc. Class B Trimble Inc. Hormel Foods Corp. International Paper Co. United Airlines Holdings Inc. Domino's Pizza Inc. Nordson Corp. Cloudflare Inc. Class A Carlisle Cos. Inc. Snap-on Inc. Chesapeake Energy Corp. Camden Property Trust Reliance Steel & Aluminum Co. Gen Digital Inc. Packaging Corp. of America Toro Co. Rivian Automotive Inc. Class A Aecom Loews Corp. HEICO Corp. Class A Teleflex Inc. GoDaddy Inc. Class A Match Group Inc. Neurocrine Biosciences Inc. Host Hotels & Resorts Inc. Stanley Black & Decker Inc. Graco Inc. Live Nation Entertainment Inc. Essential Utilities Inc. Pool Corp. Axon Enterprise Inc. SS&C Technologies Holdings Inc. EQT Corp. DocuSign Inc. Class A NiSource Inc. Charles River Laboratories International Inc. Campbell Soup Co. TransUnion Liberty Media Corp-Liberty Formula One Class C Bill.com Holdings Inc. Henry Schein Inc. Sarepta Therapeutics Inc. Equity LifeStyle Properties Inc.
It's really not. I respect your optimism, but I can tell you that as someone with 16 years of RR Freight Service working with PTC, and other locomotive systems first hand - we are a long ways off. We are using core2duo processors in the fire screens lmao - it's 2023. Will it happen, likely. Not anytime soon.
Is there anyone still in here with the PTC winner flair that was given out to a shit ton of people accidentally
>No, it’s the opposite. Usually studded tires are narrower That's not how that works, at all. And we aren't talking about studded tires? I'll get to that though. Many people make it through colder seasons on factory tires, or winter tires without studs. The air is thicker, which means more resistance, which means increased drag. You can go to thinner tires, sure, but you still have a relatively massive car that has to cut through the wind. As for those studded tires, those have more resistance due to increased coefficient of friction (compared to say, an all-season that comes on the car). That is, unless you think that studded tires with silicon infused to help grip the surface somehow are less "sticky" than hard rubber. Ask ANYONE who's run snow tires before, and ask them if it saves them gas money, watch them laugh at you. >and you don’t need AC so you get better mileage in winter. ICE cars still lose efficiency from running the heat in winter. A\C can and still does run to dehumidify the air to remove moisture from the air to keep your windows from fogging up. Then there are PLENTY of cars that run PTC auxiliary heaters so you aren't sitting in a cold car while it heats up. Where does that electric load get made up for? Alternator working harder, decreasing engine efficiency. Then circling back cold weather means air is more dense. So now your car is having to pump more fuel into the car to maintain stoich AND it's running less efficiently longer because a cold engine is an inefficient engine. Throw in "winter blend" gas and you have even less efficiency still. Go ahead and take a look. There's PLENTY of literature out there as to how and why ICE cars lose efficiency in winter. Some correctable, some not, other than moving to a warmer climate. http://alohonyai.blogspot.com/2014/11/effects-of-winter-on-fuel-economy.html I'm sorry, but you are absolutely mistaken if you think you get better fuel efficiency in winter (especially at -30c) than you do in summer. Just. not. happening.
Someone sent me this shit. Holy shit, the thesis is stupidest shit I've ever heard. Not saying you won't make money by selling to some other tard and making them a bag holder, but this is supposedly the thesis... Some small dick oil company has 3.2 billion barrels in oil reserves but for some reason none of the big dick companies have offered to buy it, invest, nada despite Torch soliciting themselves to anyone who would listen. There were secretive overseas shorts on Torch that no one could find and that was the reason the company was losing money (uh huh). Despite the company worth a gazillion dollars because of it's leases, none of the many oil companies bought them out or merged or anything. Instead, to run away from secret overseas shorts they merged with an unrelated small dick pump/dump company. Then there was some mysterious filing error with the SEC that no one except this sub was aware of, despite press releases, to issue Preferred Shares that would spin off pro rata 1 to 1 for the oil company spinoff. Someone has the idea the secret shorts are now shorting preferred shares, which just doesn't happen, and frankly without a call price listed on the preferred you can't short them IME, there is no way to create to close a short in a private spin off which means it can't even be technically shorted. All you are buying is a 1:1 share in what was torchlight. There is no squeeze, it is just thinly traded and the hype is driving the price... So pump/dump, not squeeze. The thesis is a pretty simple one... Torch was a PTC that was going tits up, couldn't find any suitors despite engaging 12 different oil companies and settled on MMAT. Torch owned a 50% in the leases. The leases are good until 2028. That's probably why if any company with enough capital to get this thing on track was not looking the 3.2b estimated barrels, because you will only get a tiny amount and drill a tiny portion of the acreage by 2028 and after that it will be open to exploration by others. The actual thesis is, do you believe Torch was a solid, profitable company and the remaining 5 year leases hold a ton of value and just got caught up in the covid oil maylay? The company that held stake in the gas side was producing a fair amount of gas, but torch was producing peak 15 barrels a day on this supposedly massive oil field. How much do you think they will be able to extract in 5 years? How much will it cost to further explore and put wells in and competition after 5 years? If it is such valuable proposition why did none of the 12 oil companies they officially engaged in proposals with first acquire them and they settled with a random penny stock company for M&A? The degen thesis is, do you think enough people who can't read reports, press releases, finances or understand the oil business get gassed up that Torch is a gazillion dollar company by reddit, yt and Twitter and drive the price up very high from pump/fomo? And if so, do you think you are disciplined enough to exit with a tidy profit or will you let greed take hold and become a bag holder that someone else profited on? So you either like a company that a dozen companies passed on when they were practically giving the company away, or you think a further pump is likely and you can get out before the dump. The short squeeze part on the preferred shares appears to be fantasy from my investigation.
There is a reason they won't make SHIT for money: The medicine is patent free and cheap AF and already available without a script. Remember how synthetic THC pills were made available first before medical weed, and no one wanted them because they sucked and were expensive. It was pharmas attempt to take something that was dirt cheap and readily available and make a shitty proprietary substitute that the govt would allow and sell it for 500x the real thing because only their product was legal. FAIL! People who treat it as essential medicine DGAF if it is legal or not. Same for recreational. Same thing here. Let's say they get psil or mdma pills under a legal script. It will be a race to the bottom on pricing because no patent, so not much money. If they create some type of new phenethylamine that hasn't been discovered, it will probably be marketed only because it is novel and they can put a patent on it, but shittier than the tried and trues, and no one will want it because the mainstays are cheaper and better. Tdlr; just because you like tripping balls doesn't mean there is PTC level profits in selling psychedelics.
Seriously, I appreciate that. Before I got this job, I didn't even think railroads were a thing anymore because I didn't have freight trains in my hometown. When I got the job, it blew my mind how little my friends and family knew as well. "Oh, you're a conductor. So you drive the train?" No, the engineer drives its. He goes forward and backwards. I'm along for the ride, but if we have to back up 5 feet, I'm the one that has to walk 2 miles back to be his eyes so he can." "Well, where do you sleep? Is there a bedroom in the locomotive?" No, no bedroom. Two, maybe three uncomfortable chairs in a 170 squared foot space. And there are cameras in there that are watching us all the time, and you're not allowed to sleep at all, and will get fired if you do. "At least you can read or something to stay awake, right?" No, no sleeping, no reading, no phones, no music. You just better hope you like the guy next to you enough so you can make conversation for 12 hours up and 12 hours back. There is a lot of bullshit with this job. On top of it all, they are trying to get rid of all the conductors within the next few years, and it won't be long before they get rid of the engineers after that with automation. ~$5+ billion a year of net profit isn't enough for them, so they want to get rid of our jobs to make it even more. What really amazes me is my 50+ year old engineers that think "oh they'll never get rid of me or my job, they need someone up here on this train". Motherfucker, you grew up with a bagphone and now have a new iPhone, but can't wrap your head around the idea that technology is going to keep increasing at the same exponential rate. Imagine if Delta Airlines lobbied for a bill to make it so planes don't need pilots anymore, and the public outcry because of it. Pretty much the entire flight you have booked next year is done by autopilot, but you're not going to get on a plane that doesn't have pilots up front as backup in case shit goes wrong. Unfortunately freight trains don't have the same public awareness that planes do because no one rides them, and that is exactly what they're trying to do. During Trump's presidency, the FRA stated that "there is no evidence that one man train crews are any less safe than two man train crews." They're trying to get rid of conductors now, because we're not the ones that actually drive the trains. And engineers are next. If tesla can iron out their autopilot with speed limits, red lights, lane changing, animals, and pedestrians..... how hard can it really be to make trains autonomous when all they have to do is go forwards and backwards? We already have PTC and Trip Optimizer which controls speed and does everything but blow the horn for crossings
Trying to decide what quality, totally solvent PTC I should unfairly ladder attack tomorrow. 🤔
I would love to see the industry moving to OneShape, for example, with their integrated modern PDM/PLM functionality and a web-based interface. However not only it is close to impossible at this point, it makes no difference. If SIEMENS can be bought, so do Dassault Systèmes and PTC.
Anyone looking at Engineering Simulation stocks? ADSK, ANSS, PTC
Inventor is made by Autodesk, Creo is made by PTC and SW by Dassault. I have used all 3, and they all do the same thing with Creo being the most advanced IMO. Maya never used, they don't sound ready for prime time. US government efforts to subsidize the burgeoning 3d engineering sector will IMO not use SW. SOLIDWORKS isn't special, but you're.
I have a bunch of standard non vested RSUs for a PTC. Think they auto took around 27% of the vested shares for taxes (sold them separately to cover). After that you can do whatever you want with the shares like any other PTC you have investments in.
>$PTC Petrox is an obvious one to do a pump on with how small the price and limited number of shares out. Their massive 22 barrel a day oil production is embarrassing. Unless I am missing something they don't even qualify for listing on the exchange as there is no current 43-101 on any of their projects I can find. TBH, it would be a good shell to take over for to take a company public. They don't get much cheaper. (I suppose it i spossible you were referring to potter count which is PTC too. The mining company made more sense based on the conversation.) If you do have pump links please share. I am good with being wrong. Not sure it will be on this one but we will see.
This is from a week or so ago. All listed on the DJIA. Percentages are what they were down YOY. 3M: $130, 22% AT&T: $20, 21.5% Biogen: $175, 26% Boeing: $160, 30% Citigroup: $49, 25% Comcast: $40, 20% Fedex: $192, 18% GM: $37, 26% Intel: $40, 26% Netflix: $300, 32% Starbucks: $72, 18% Disney: $116, 32% AES: $22, 20% Aptiv: $105, 30% Autodesk: $189, 27% BorgWarner: $36, 25% Caesars: $72, 23% CarMax: $98, 24% Citrix: $99, 25% Clorox: $127, 28% Cummins: $196, 27% Discovery Communication: $24, 56% Ecolab: $165, 24% Fidelity: $89, 38% Fiserv: $94, 23% Global Payments: $126, 39% Invesco: $20, 20% IGP Photonics: $106, 47% Lamb Weston: $50, 36% Las Vegas Sands: $31, 39% Lumen: $10, 22% News: $20, 18% Nielsen: $22, $30 PayPal: $96, 61% Penn National: $40, 66% PTC: $102, 21% PVH: $73, 30% Qorvo: $117, 28% Ross: $86, 26% Skyworks: $120, 24% Stanley: $143, 22% T Rowe: $137, 20% Tapestry: $34, 19% Under Armor: $16, 33% VF: $54, 32% ViacomCBS: $34, 61% Western Digital: $45, 32%
PTC (put to call ratio) wasn't even *bad* it's not even at the point where it'll cause a squeeze to fuck bears 💀
So I grew up in a northwest mill town and my dad is a tree farmer. Here is what I see: 1) The industry has spent the last 20+ years undergoing rapid consolidation. For example, we had Plum Creek with two large mills on the BNSF mainline, some smaller producers (Stoltz, Stimpson, maybe a dozen "mom and pop" mills, all competing for trees. Plum Creek gives you a bad price, go to Stoltz. Stoltz is at capacity or has a line down for maintenance? Go to Pyramid Mountain. Now there's basically just Plum Creek, but wait, Weyerhaeuser is buying them and closing both plants - *which are profitable* - but under capacity. Maintenance intervals are longer, so shit breaks down more often. You don't like the prices from Weyerhauser? Hahahaha get fucked. 2) PNW USFS forests got overharvested in the 70's and 80's, and there's not much quality timber left. 3) Fucking everyone wants to live in the mountains now. Garbage timber land is suddenly worth millions of dollars to some rich weirdo who is going to build a mountain retreat. Even more logs are coming off the market. 4) Railroads have been single-lining their track because "we can use scheduling and PTC to achieve greater per mile loads". Which is great but there's no resiliency in the system, shocks and pressures in one place reverberate elsewhere. If I had a TL;DR it'd be that we've spent the last 40 years chasing the bottom line, creating efficiencies, reducing inventories, using management and tech in leu of hard infrastructure, and that's great, when it works. But it's brittle, and cannot handle system shocks.
You are confusing graphics station with graphic design station. The ones you are talking are not considered high performance PC. You can run illustrator or photoshop even on a potato pc, even macbooks are overpowered for that. When we are talking about a high performance pc as a graphics station or workstation in general, imagine mechanical engineers running flow simulations or civil engineers calculating beam resistances, or rendering high res animation, not designers who make logos or low level architects making houses in SketchUp in a coffee shop. Companies like Autodesk, PTC Siemens, Dassault etc are not even making their high demanding software for engineers on MacOs, because nobody considers it even worth it.
Ideal in my opinion would be more original content via Hulu & Disney Plus (having big series like Wanda Vision & Loki), story narratives via ESPN (I think they are PTC idk), & Ofc Parks reopening & Marvel Phase 4 (2021 - 2023) I mean everything is still unpredictable b/c COVID but if Parks Reopen 50-75% and see the demand like 2019 I think the P/E will loser & prices the stock will move imo left to be seen but I own both SONY & DIS im just waiting
APP, ZI, PTC, NVEI, PCOR Lesser known
Unity, Matterport, Meta, Apple, Microsoft, and PTC
Autodesk is cool, have used their software, but it is for Mechanical cad work, nothing related to metaverse, while no stand on PTC, Autodesk has good tools for engineering and they are not providing free softwares generously like $U and matlab or solidworks, but there are companies buying their software as they were in business earlier than others
I long in U too! what do you think of ADSK & PTC?
They do have a moat but I don't think it's a monopoly. What about Bentley Systems stuff and PTC and Siemens stuff and Dassault stuff. Sorry I can't remember name of each software suite but you probably know the applications by their parent company. There are others too I'm sure I can't remember. Actually recently there been loads of smaller CAD software popping up too.
Do you know who invest in mttr? It is PTC who provided cad through saas, its industry vr is growing a lot. Very good earning report, low valuation, stock price is at support
It was acquired by PTC in 2019, and PTC is public
I am wondering who makes their rigid PTC cabin heaters.
Busy AF at work right now but I’m eye balling puts on ZEN for their earnings after close today. Low IQ shallow research here but PTC just tanked after earnings and they’re both in the same category/ 1year charts look the same. ZEN is a software company focused on customer service.
Someone tell me not to buy puts on PTC before AH earnings.
Find the string that connects Henry Ford Neuroscience, Bayer, PTC therapeutics, bluerock therapeutics (a subsidiary of Bayer, i think), Charles River Labs, and blackrock neurosurgery.
Anyone really believe that Nextdoor can be a successful PTC? I don't see it.
Fair Value "We're increasing our fair value estimate for Biogen to $401 per share from $350 after raising our probability of approval for Alzheimer's disease drug aducanumab (Aduhelm) to 100% from 40% and moving the launch from 2024 (following a confirmatory trial) to 2021 (before a confirmatory trial). We now model $7 billion in Aduhelm global sales in 2030, up from our prior $2.6 billion probability-adjusted estimate, after taking the drug's higher-than-expected price tag into account. We also include a 30% probability of approval and $2 bilion in probability-weighted sales by 2030 for BIIBO80, which is entering phase 2.We think combined global sales of Avonex and Plegridy will continue to fall, with low-double-digit declines annually because of new competition. We expect Tysabri to stay relatively flat around $1.9 billion annually. We include Ocrevus sales hitting nearly $7 billion by 2025. For Spinraza (nusinersen), sales began to decline in 2020 as new patients and treated Spinraza patients opted for either competing gene therapy (Novartis' Zolgensma) or smal-molecule therapy (Roche/PTC's Evrysdi), and as fewer patients initiate therapy (the first year of therapy is twice as expensive). In addition, COVID-19's impact on administration of Spinraza (which is injected into the cerebrospinal fluid at special treatment centers) may have been a more temporary headwind on demand. Overall, we think Biogen's top line will return to 2020 levels by 2023, with steep declines in 2021 due to generic Tecfidera but growth returning in 2022 as Aduhelm launches. We include a placeholder for future litigation risk at roughly 1% of non-GAAP net income going forward (medium level relative to the rest of the branded drug industry). We still rate the systematic risk surrounding Biogen shares as below average, and we use a 7.5% cost of equity assumption to align our capital cost assumptions with the returns that equity investors are likely to demand over the long run." Source : Morningstar
Anyone heard of PTC company... suddenly some analysts are singing its praises.. the thing grew 62% last year.. whats so special about them?
Reasonably priced at 48x earnings? I'll concede that its PE is lower than similar companies like Ansys, Dassault, or PTC. Still seems high overall though.
The Quebec accident happened because some dumbass forgot to set the brakes! Cost-cutting my arse! That's a howl. The 2017 Amtrak wreck in the Seattle area was blamed on bad training and lack of PTC - which I'm sure some quack will chalk up to "cost cutting". The reality is the engineer just plain screwed the pooch. But in a blue state the worker never gets the blame, no matter how bone-headed he was.
>If you know any asphalt manufactures that may be a better play as repairing roads involves relaying sections of asphalt and filling in pot holes. So... Cemex? OP did say they also manufactured asphalt. [https://www.cemex.com/products-services/products/related-products](https://www.cemex.com/products-services/products/related-products) ​ >Good luck to you, however as a civil engineer I can tell you we don't use concrete to repair bridges and roads. I'm going to have to disagree with this statement too. Concrete roads (which do exist, not all roads are asphalt) will need to be repaired with concrete. Many bridges are also constructed out of concrete (i.e. for the decks, piers, etc). Many bridges at the very least need repair to spalling concrete to mitigate potential issues from exposed rebar. [https://kingcounty.gov/depts/local-services/roads/patton-bridge.aspx](https://kingcounty.gov/depts/local-services/roads/patton-bridge.aspx) [https://mountainx.com/blogwire/bridge-repair-requires-i-40-to-i-240-ramp-closure/](https://mountainx.com/blogwire/bridge-repair-requires-i-40-to-i-240-ramp-closure/) ​ >*This includes funding to improve air quality, limit greenhouse gas emissions...* Concrete is a huge producer of carbon dioxide emissions during manufacturing so that would be pretty ironic... Your statement about CO2 emissions isn't wrong. However, Cemex has historically received funds from the United States for sustainability goals. So that quote on funding for greenhouse gas emissions research makes me even more bullish on Cemex. [https://cementamericas.com/2020/11/16/cemex-awarded-doe-grant-for-carbon-capture-tech/](https://cementamericas.com/2020/11/16/cemex-awarded-doe-grant-for-carbon-capture-tech/) [https://www.houstonchronicle.com/business/energy/article/BP-Cemex-to-partner-on-decarbonizing-cement-16173944.php](https://www.houstonchronicle.com/business/energy/article/BP-Cemex-to-partner-on-decarbonizing-cement-16173944.php) [https://www.cemex.com/sustainability/climate-action/vertua-net-zero-carbon-concrete](https://www.cemex.com/sustainability/climate-action/vertua-net-zero-carbon-concrete) ​ >If you want to try to make money off this then look at companies who do contract work for Highway Departments i.e civil engineering companies/contractors and companies engaged in the production and distribution of construction equipment and materials like asphalt, gravel, stone, sand, cranes, trucks, etc. I agree. I'm also invested in some engineering firms (Arcadis, Jacobs, etc) and some engineering software (PTC, Autodesk, etc). But I am most overweight in Cemex. And so can you.
> It's the hundreds of billions in a variety of corporate welfare programs and cronyism Agreed. Oil companies get [way too much in subsidies](https://www.eesi.org/papers/view/fact-sheet-fossil-fuel-subsidies-a-closer-look-at-tax-breaks-and-societal-costs). I'd also argue that "renewable energy companies" is an increasingly nebulous term, as traditional electric utilities are embracing renewable energy for the low cost and environmental impact. Most solar and wind companies are viable without the ITC and PTC, anyway. >Did you know that with a complete conversion to EVs alone, we'd need 3x times the electricity of our current demand? Even if that's true (which I don't believe it is), did you know that our electric demand also increased sharply with the invention and mass adoption of air conditioning? Our power grid was able to adapt, and we are currently seeing the beginning of an adaptation for mass electrification (of heating, of transportation, of cooking, etc). Imagine thinking that large-scale EV adoption would lead to no more road lights or air conditioning in all of California. This wildly ignorant view would be hilarious if it wasn't held by so many.
[$UBER](https://stocktwits.com/symbol/UBER) looks like a safe bet for a drop down into the 53.48-53.68 range. Other bearish candidates are [$TWTR](https://stocktwits.com/symbol/TWTR) & [$PTC](https://stocktwits.com/symbol/PTC)
Hello! Based in the US, asking on behalf of my 28yo partner. Her family has created a family trust where the parents are the trustees and the three daughters (including my partner) are the beneficiaries. My partner recently received a quarterly account statement for a Retirement Account that stated, up top, “PTC Cust IRA FBO.” Could you help me understand how exactly this account is structured and how much control we should have over it? I know it’s funded by the Trust and that it’s for her benefit, but is the “Cust IRA” literally like a Custodial IRA and she has no control over it? The person who structured these accounts (and decided the investments) is her family’s friend, and we are trying to extricate ourselves from this situation.
Yeah, I think CGC made a bit of a miss with their flavour choice. Personally I like it, but it seems like it's inspired by some European colas, which are going to hit weird to a North American pallet. I feel like they tried to capitalize on a trend but missed. Do you find the Xmg drinks to have a strong bitter/chemical aftertaste though? When I tried it the fruit punch flavour was nice and easily palatable, but it was quickly dominated by the bitter chemical taste all their drinks have. I'm kind of wondering if there's a genetic factor at play here, like with cillantro or PTC.
>u/Awkward-Limit8852 Thank you so much for weighing in. I really appreciate you taking the time. I read through another account's statement that my friend received, and see she's invested in this Citigroup Note as well: https://www.sec.gov/Archives/edgar/data/0000200245/000095010320014773/dp133449_fwp-us2007708cgmh.htm. The JPM Note seems to promise a minimum 15% return, and after that tracks the worst-performing index of the 3. The Citigroup Note I still don't understand perfectly well, but it seems to just track the worst-performing return of the Russell 2000 or Dow Jones index? >This account was set up by the friend's parents. They have a small family business. From what I gather, they put her on the payroll when she turned 18 to reduce their tax liability and funded this IRA based on her paycheck as well. I know that my friend does not have control of this account; it's all part of a network of accounts her parents have for the whole family, the family trust etc. The parents have high net worth but are immigrants who don't understand much about U.S. personal finance, the tax code etc. and treat as gospel the word of this financial advisor friend, who has been making these investments. >I am not sure if this is actually a custodial account, but the account statement has the tags "PTC CUST IRA FBO" on top. We did set up a Vanguard Roth IRA for her last year when she began working (after grad school) and have invested that in a U.S. index fund. >But I want to get this account out of the claws of her parents. In order to do so, I want to be able to present them in simple, understandable language why their 28yo daughter's retirement account being set up the way it is will cost her potentially tens of thousands of dollars of wasted growth by the time she retires. I understand that these Notes will lead to her losing out on dividends (and their reinvested returns) and track the worst-performing index, which is too conservative for her in her 20s, but what other negatives should I point out? >It's a convoluted situation, and hence my extremely open-ended question! Thank you once again, and no worries if you don't feel like spending more time analyzing this situation. The JPM note does not return a minimum 15%. If the lowest index is lower than -30%, she would lose as much as the index does. Due to the way the note is structured, it is difficult to calculate exactly what she is paying the bank to implement this note versus an equivalent options strategy, or how much it would underperform an index fund, on average. They are designed to look like all upside and low downside and disguise the costs. There are situations where she will be better off with this note compared to an index fund and others where she won't. If you want a guess, I could speculate that an index portfolio will return 2% less on average. For a 20k investment over the next 30 years, with 6% nominal market returns and 2% inflation, she would miss 27k out of the index's ending value of 63k. She can leave this account where it is and open her own separately.
Elon's pumping his own, and the PTC ratio has it like 650p at 7.15, and 750 is like 1.10
Check their username though, looks like a joke/troll account. Idk how you could know about w\*nker and his sack without knowing the PTC is a ban honeypot
Their CAD and PLM tool pales in comparison to NX/Teamcenter or even CATIA/Enovia. Their CAD user experience is among the worst in the industry of all enterprise packages. The only positive they have/had going for them is/was stability but that isn’t even hard to come by these days. Onshape is pretty hobbyist/small shop (read: low money/low end of market). You would never use onshape in big industry (automotive, aerospace, consumer products, industrial, medical). Arena is an entry level PLM that works but isn’t integrated with CAD. I actually didn’t know that acquisition occurred. I thought PTC had windchill.
You mean you are wondering if Short Squeeze might become the latest marketing gimmick for PTC’s? Could you imagine? 😬
I think PTC has the right idea with the digital thread and so on, but their execution is not the best. Other industrial giants with vertical industry experience (e.g. Siemens, ABB) will be better at execution and orchestration.
PTC - makes software that drives the manufacturing robots
A lot of tech you cover involves IoT but I felt IoT in manufacturing was missing. $PTC is one of the companies which focus on IoT for manufacturing.
Creo and PTC products are dog shit... and I’m a user of these class of products extensively. (I’m being overly harsh but they’re nowhere close to being the leader)
PTC: their logo literally consists of P and a D for the Physical-Digital connection. They have a huge installed based in CAD (Creo, formerly Pro/ENGINEER) and PLM software and are growing rapidly in the Industrial IoT and Augmented Reality fields. AR: they own the Vuforia Engine SDK which the most-used computer vision toolkit for AR, as well as the Chalk, Expert Capture and Studio products for turn-key AR solutions, with more on the way.
Moves for tomorrow. Well, $GME, duh. $RBLX, even though I've never played it but I've watched enough Youtube vids to know that the game is a fucking Lynchian fevered nightmare and popularity has been steadily ramping up after all this time, so that must count for something. Probably continue to cry over my August $27 and $29 $YOLO calls. I realize Aug. is a long way off but fucking hell dude, weed stonks have been getting hammered with all the uncertainty, and that's after an entire fucking two quarters of steady growth. It fucking figures I'd get Bogged the moment I placed those calls. Been thinking about doing a few OTM LEAPS on $PTC, no reason other than it's been moving up on a nice steady grade now for an entire year, IoT shit might get more and more valuable as more and more automation robs everyone of their jobs, and the LEAPS are cheap.
PTC Therapeutics should get picked up by ark genomics! Gene therapy about to be approved in may
I work in this industry too. I would say PTC as well. Did a year long study into the big software players and I think PTC is bold and moving in the right direction. ABB and Rockwell yes too. ABB has not yet successfully commercialised their digital platform(s) yet. Siemens is doing well but slow and questionable about how much is sustainable growth and how much is just based off their huge install base of legacy products (which newer tech may replace one day).