Reddit Posts
$ASML Q3’26 EARNINGS HIGHLIGHTS
EDBL: Edible Garden AG Incorporated. Will it move?
PLUG has a real earnings catalyst. The supply side is why im not chasing the move
Aurora Cannabis Announces Fiscal 2027 First Quarter Results
Cheap Leverage: Krispy Kreme’s ($DNUT) Turnaround Story
I graded the credibility of the Q4 FY26 Earnings Call for Carmax (KMX). Here are my conclusions.
I backtested 44 Robinhood IPO Access deals. Why buying and holding is a trap and the hypothetical strategy that beat VOO
The Democrat focused fund DEMZ was featured in the New York Times on Friday
Sweetgreen SG primed for a move at earnings
GRPN: this company is not dead -- surprising to some. Theres massive torque to the fundamentals; DD below.
Hyperfine (HYPR) – Portable MRI on the Rise
Get Your Salad Tossed With $SG — Green Is Literally In The Name, Cannot Go Tits Up 🥗🚀
Tandem Diabetes ($TNDM) 10x play or getting bought out privately in the next few years ($825k bet)
SWEETGREEN $SG a stinky wrap, wrapped in lies - Act 2
SWEETGREEN a stinky wrap, wrapped in lies
Why $ABEO at $5.30 is a massive fundamental anomaly ready to ignite a historical Short Squeeze
Sweetgreen SG turnaround analysis
Sweetgreen SG strong breakout, squeeze analysis, wraps & sales rebound
$AMZE already diluted by almost 70% since the end of March, will do a 1:8 reverse split and increase authorized shares 8X to 750M
COST Short Thesis: A Premium Valuation Hiding Margin Compression
COST Short Thesis: A Premium Valuation Hiding Margin Compression
$COST Deep Dive: Why Costco’s “Expensive” Valuation Is Actually The Best Safety Play Right Now (a quantitative analysis)
Auxly Reports Fourth Quarter and Full Year 2025 Results
This NXXT update may be an operating leverage story hiding inside an AI headline
SATL: The Tiny Space Bet That Could Follow Planet Labs
$MNDR Mobile-health Network Solutions segnala un miglioramento del margine lordo e della posizione di cassa, nonché una riduzione delle spese operative nel primo semestre dell'anno fiscale 2026
WRD & Geely GXR: The 2,000-unit "Proof of Concept" is over, scale is finally here
$KOPN - Kopin - Defense-grade microdisplays pivoting to MicroLED & AR soldier systems
$GETY - DOJ regulatory catalyst + 60% Dark Pool Short Volume + 4.6 Days to Cover = The Mother of All Reversals? 🚀
Tech crash >> BUY KSS Khols recovery is there 55/65$
Oscar Health, $OSCR, earnings are out: - EPS: $1.24, est: $0.89 - Revenue: $2.81B, est: $3.12B - FY26 Rev: $18.70B-$19.00B, est: $12.57B
Sweetgreen SG opportunity - trend reversal
Sweetgreen SG opportunity - trend reversal
MAHA Food Pyramid Sighting Confirmed ($SG)
$HAIN can be next Bynd my friends 》 Healthy food boom after US paradigm change
Why I Just Put $50K into BAX (Baxter International)... And Why You Should Too
Sweetgreen Bagholder soon to become Bagholder of that Sweet, Sweet Green
“Buying on dips” isn't as effective as imagined; over the long term, it may even be less effective than “buy and hold.”
Sweetgreen ($SG): The market is pricing it for bankruptcy, but the unit economics tell a different story
Uni-Fuels Holdings Limited ($UFG) Due Diligence Report
AUXLY $XLY $CBWTF is looking like the real deal!! Very intriguing at this point.
$XPEV TRAIN LEAVING THE STATION 🚂💨!!!!! GET YOUR BAG NOW!
DXPE Q3 2025: The 20% Selloff Looks Like a Classic Overreaction
$KMB: Why I’m stupidly bullish on Kimberly-Clark after the KVUE deal
Big bet in the morning - SG Sweetgreen
SG Sweetgreen position is ripping
NOVONIX ($NVX) - Potential 5x Coming!
TNMG DD — Low float + AI & media growth + Analyst coverage = breakout setup 🚀
$AERT Under-the-Radar AI / Transformation Play
$SPRB - FDA Breakthrough Therapy Designation
How Enphase and Tesla Foreshadow Microvast—and Why $MVST May Become the First U.S.–China Battery Bridge
You've read it here first - Ramen is a top play
NKE | Nike reports FQ1 2026 tomorrow. One more stretch before the recovery?
Lost my job and don’t need to drive anywhere now so I sold my car and put everything on salads (SG)
College student who loves salads so I sold my car and bought SG
Late cycle consumer spending shift = downside CMG, SG, etc?
Late cycle consumer spending shift = downside CMG, SG, etc?
News: Aeries Technology Signs Multi-Million Deal To Expand AI Capabilities And India Footprint For New Client
Mentions
Um hello from a fellow bro in SG? Lemmi know ur next pick. I'll inverse it and if i win, i give u 20% comms. 😏
Anthropic onlys needs 15% to 20% quarterly growth pace into early next year...At that point gross profit will fully overtake fixed training and SG&A expenses making them cash-flow and operating breakeven. Thats by early next year....for a business that more then 10x revenue every year since inception. AI ber retardd
Not they’re down, relatively speaking And have been consistently lowering COGS and SG&A for over a decade
No position, had in July, came back to see what happens to it and just wanted to spread some hate on SG because it deserves it, plus cant fucking stand Chris Camillo.
Low key everyone slept on $SG, was a good dip buy even a month or two ago
I'm over 40 and the only LeBron fans I know are kids my son's age. One actually asked me my all time starting lineup and I said Pippen at PG, Jordan at SG, Bird at SF, Duncan at PF, Shaq at C. He then asked me for bench and I selected Rodman and Kobe. He reacted as you'd expect to my LeBron snub and I said it's a team game, LeBron isn't as good as he thinks he is, and that if I put him on the bench he'd be crying so it's better if he's on someone else's team losing to mine (which is unbeatable). Seriously Pippen and Rodman are just utility here. Pip has an ego but knows when he's around someone greater, and Rodman and Duncan are great team players. Everyone I picked, even Bird, is an elite defender. The offense flows through Shaq, Jordan and Bird. Duncan slides to center when Shaq either fouls out or needs to rest. Kobe is your poor man's Jordan for when 1-3 need to rest. I really don't think an alternative combination of players could beat this team with 80s-90s officiating.
Didn't he also get an Australian government spot in a SG incubator or something. The article was as much about how that criminal history would put a stop to most 20-somethings, but not if your funding is in a Vaucluse/Toorak loungeroom. It hit the media for a day or 2 and then there was no trace the article existed. I've looked a couple times and can't find it. Imagine that, a rich private school kid committing securities fraud with his mate in Canberra abusing his government position... Serving some time then getting out, rich parents and parents friends funding a $150m startup, then being awarded a government benefit. Silver spoon never left this one's mouth.
What did I miss on $SG why is that shit rising so much
Wtf was that green candle at the end on SG
Who the fuck is buying $SG? That company is absolute garbage.
SG up 30% over the past month. Dogshit company and stock. This is your chance for puts.
Getting PR in HK may not be that hard. They have clearly defined criteria like working 7 years there to qualify. But Singapore? If you think getting PR is not that hard, you clearly don't know the details. And in any case, you need to get SG citizenship (not PR) and then renounce US citizenship to escape from 15% tax. Getting SG citizenship is near impossible nowadays. You'll have to stay there first for at least 10 years to have even a chance.. and by that time you'd have missed lot of other opportunities compared to staying in the US.
I stopped getting emotional about weedstocks a long time ago. Added some Cresco today. They've been beaten down and lost a lot of topline the last few years, but gross margins, SG&A efficiency and FCF are trending in a better direction. A fair bet, from my point of view. And if not, I'll just move the money somewhere else to keep it growing. It's just math.
The dude responsible was sentenced to an unbelievable 5 years of prison (he served 4 months), got to meet the pope, was [permabanned from trading](https://en.wikipedia.org/wiki/J%C3%A9r%C3%B4me_Kerviel) and was sentenced to pay back 5 billion to SG
There is a very simple solution to all of this - set up an investment holding company in Singapore. You only need a resident director, and you can obtain a nominee director quite easily. An investing holding company in Singapore (SG Co) would be a Singapore tax resident if you hold a board meeting in Singapore (just fly in and sign it if it’s 1 person). And you will be able to enjoy all of the dividend income tax exemption, no capital gains tax and the ridiculous number of tax treaties Singapore has (very useful if you’re investing in other countries from Singapore to reduce impact of withholding tax). The SG Co will carry out the investments for you, and any gains or dividend income is tax exempt. I’m not 100% sure how US tax laws work, but i think if you keep the profits in the SG Co, it’s not taxable in the US as it’s technically not your money, it’s SG Co’s money. If you need the money, you can just expense it from SG Co. If you are trading regulatory, you might get caught with income tax as the IRAS will deem it as trade income. But there’s an exemption you can apply for - be it a fund or family office. There are requirements to employ Singaporeans to manage said office. But once done, it’s all tax exempt. Also helps with inheritance if you plan it properly
* The cities may have a 0% capital gains tax. The United States will still tax you at the U.S. capital gains rate. * HK. I wouldn't touch HK with a 39.5 ft. pole. * I'm not familiar with SG's tax rates or basis. A brief google makes it look comparable. There are better jurisdictions to trade from.
Exit tax kills it. US citizens who renounce get taxed on unrealized gains at mark to market. PFIC rules on top of that. SG residency means actually living there, not just holding the card. people do it. the ones who do have enough that relocation costs round to zero.
Gibson SG Standard '61 for live show vibes, or buy specifically a Player Plus model strat or tele and put some nice pickups in it. A lot of people also like the Yamaha Revstar with p90s as a non-budget destroying pick.
Are they benefiting from farming subsidies? How are they related to the US admin? Is there a sweetheart that will be given handouts while SG has to deal with free market margins?
Dividends and retained earnings are both included in earnings, so it is a pretty fair comparison. The part that’s different is that a company can spend on SG&A to increase market share or R&D to develop new products and *those* would be counted as expenditures and subtracted from earnings. But that’s a bet that those expenditures will actually result in more earnings in the future. For a company that’s already tapped its full TAM, adding more salespeople just costs more money. For a product that fails (like say get $6B+ Google sank into Assistant, or the billion+ in Stadia), it’s just lighting money on fire.
Very fair, as it sits aurora is expected to do roughly 240-280 million medical cannabis Rev this year. I think that number needs to get above 350 with the current cost structure and relatively high SG&A before consistent profits drop to the bottom line, but near term could see some cash flow
what is wendy's equivalent in SG?
>463K SGD Better than Mexican pesos, but certainly ain't US$463K. Also the real kicker is that you are in SG. $463K ain't enough for a flat, it's barely enough in dividends/interest to keep your AC much less your rent if you don't want to be sweaty/sticky, and the real kicker is $463K doesn't make you even "comfy". SG like HK on steroids with 3+ (USD) millionaires per 100Ksqft. You ain't the richest mofo on your floor much less building/block.
AHHH, Nothing about my post says SG but you're right
SG jackass!! Welcome to the club
On average, people from SG are pretty smart. I guess you’re the black sheep.
SG vs BLMN, which one is better? Both heavily discounted.
Not really. Issue with NKE is that they have some very large franchises that became stale (either due to changes in preferences or lack of innovation) and they need to be managed down. NKE is still one of the most democratic brand out there. The real question is how large a sustainable NKE is? Is it 10/30/50/70/100/200/300% size of its current size? There is no real, credible answer to that question. A framework of thinking could be that you go through their franchises and assume them down to maybe $200-400M, take down some of the SG&A along side (unclear how much) and you end up a NKE that is probably 20-30% smaller at least at topline and maybe 30-40% smaller on profitability. I have no vested interested here, not involved one way or another.
CRWV and SG are about to take my portfolio to new highs 🚀
While what you say is true, the company listed is based in SG though; a very expensive country to live in.
fellow SG degen can sign on army for bonus to offset alr 🤣🤣
Hah fellow SG Degen welcome
Most of this is flow, and I think the more useful question is what breaks the flow. Super contributions keep climbing and the funds still have a big home bias, so the big four are almost a forced buy for a lot of allocations. That doesn't change until something like the SG rate stops rising, index providers trim the bank weights, or a meaningful fund starts sending more of its growth contributions offshore. Any of those would hit the marginal buyer at a time when housing isn't doing as much of the heavy lifting. I don't own any of the big four.
For anyone else who was confused about what "compulsory super" means: *Compulsory super, or the Superannuation Guarantee (SG), is Australia’s mandatory retirement savings system. Under this law, employers must make regular financial contributions on behalf of eligible employees into a complying superannuation fund. The current minimum contribution rate is 12% of an employee's qualifying earnings.*
10% of my portfolio between Wendy's shares and calls for tomorrow, wen moon! Also grabbed some SG under $5 after earnings, kind of a lotto ticket that one
SG falling in after hours. I’m holding a gross bag of salad now! Looks like I’m at the right place
If SG, can’t profit from selling $20 salads, maybe $25 will do the trick
SG&A costs went up due to store expansion costs and some pricing pressures. It definitely doesn’t account for all of it, there was talk on the call also about some timing of items that fell into the balance sheet. I am expecting this to normalise especially with RYM consolidated reporting in August.
Good headline numbers but there sure are signs like reduced gross margin % and reduced EBITDA that people need to keep an eye on. They also attributed increased SG&A to higher staff costs/retention (it'll be good to find out if it was just the c-suite paying themselves).. Glta
I addressed everything you said. Admit to something because your narcissistic derangement says so? Yeah sure I miss read the URL : [https://www.nytimes.com/2026/07/24/business/investing-stocks-trump-politics.html?](https://www.nytimes.com/2026/07/24/business/investing-stocks-trump-politics.html?unlocked_article_code=1.0lA.1POw.5GIxpLzjn6SG&smid=url-share) .. Your the one making out that I'm all emotionally falling apart ...and here you are falling apart with your demands.
Agree. Should have just brought a Gibson SG IMO
Jersey Mike’s ipo just in time for the lettuce crisis. SG leaps might actually be an idea here. Good? Not sure but certainly an idea
Grab vs foodpanda in SG. Probably Uber will need to sell foodpanda operation in sg before regulator approve the deal. Not sure abt other regions.
Bag holding SG and CRWV. I belong here
Cyclosporiasis - Puts on CMG, SG and YUM
Negative cash from operations is a solid quarter? There's a reason they put out a bullish PR about international supply the day before releasing earnings. This quarter was ok, but the 9-month trends are a lot less impressive. 9-month operating profit (-21%) and net income (-27%) declined despite revenue growth. Operating expenses are rising (+35%) a lot faster than revenue (+13%) because of the share-based comp and SG&A (+19%) growing faster than revenue. Inventory is absorbing significant cash. Operating cash flows propped up by excluding interest payments and including cash from additional borrowing. Capex is starting to creep and shareholders have been meaningfully diluted. This is a reasonably strong operator that is growing, but they are growing into substantial operating and capex requirements and they only have modest underlying profitability and weak cash conversion after capex. Reads like more debt and/or dilution is incoming. Just my opinion and not advice
Bag holding CRWV and SG. Looks like I’m in the right place
Holding CRWV and SG. I belong here
>what's Netflix offering that piracy cannot? For a vast, vast majority of people, it is offering an easy, convenient, and flexible means to watch content. If my mother-in-law wants to watch Squid Game, she opens Netflix and searches for Squid Game. It takes her 10 seconds and requires no additional software or technical understanding. There is no risk of malware. There is no risk that she may end up watching or downloading a knock-off / something that isn't SG. It is easy to pull up on her phone or on her TV.
DRAM is the most pos ETF, why buy something so stupid when Memory Stocks are so easy to buy. It's like going to a broker and having them put your money into the S&P 500. Just buy MU, WD or SG and SANDISK retards.
Nah, I think not. Im currently up 45% on sweetgreen. Better play. $SG>$CMG
The cheapest Netflix Original scripted series (think House of Cards or The Witcher or Wednesday or Emily in Paris) *start* at roughly double the inflation adjusted production cost per episode of all but the most expensive Stargate SG1/Atlantis episodes. That's for the cheapest shows in their early seasons, I'm not comparing the Stranger Things finale here. When comparing episode length, production cost,
So many great shows would have been canceled in the first season if they had that process 20-30 years ago. Some of my favorites that went over 7 seasons and created many spin-offs had a dud of a first season but season 2 and beyond really hit the mark. Star Trek: the Next Generation and Stargate SG-1 both didn't get good until season 3 and they finished with 10 seasons and spinoff series.
Sopranos, Enterprise, DS9, SG1, Stargate Universe (super underrated), Law and Order, ER, I can go on The key is character development and getting invested over time.
- Game of thrones - Stargate SG-1 and Atlantis - Breaking bad - West wing - Mad men - The office - parks and rec - the good place - x-files - The Americans - Halt and Catch Fire - Slow horses - Battlestar Galactica - Seinfeld - The shield - ER All of these are amazing shows, some with 20+ episodes a year, that released in a nearly or exactly yearly cadence. A yearly schedule take commitment and planning. Commitment is Netflix’s biggest issue. You can’t wait for season 1 to premier before committing to season 2 if you want the actors to be available to film quickly.
I miss that era of sci fi. Back when I was dating my now wife I introduced her and her family to SG-1. It turned out my would be father-in-law was really freaked out by the Jaffa carrying the Goa’uld. It never even occurred to me that someone might be disturbed by that at the time. My wife did enjoy it though and we ended up watching through the whole series together.
Currently, the increase in ~~marketing expense~~ SG&A is quite a lot more than the increase in sales (YoY). Doesn’t look good
What you call filler episodes, I call getting to spend more time with the characters, exploring their personalities, exploring interpersonal dynamics of the cast, building a deep cast of side characters, and ultimately making the world feel deeper, wider, and more enjoyable. It's a big part of why shows like SG1/Atlantis, TNG/DS9, etc feel so deep while the 8-13 episode shows do not.
SG1 had the best clip shows too, where it actually advances the plot meaningfully, instead of just being filler. Like, the very first one is "lets see how close to ending the world you repeatedly came this season as we consider if the program will be continued or not" which leads into "you're shut down for a week ... 'til you ignore orders and save the planet again, so we'll keep you around".
> Gone are the days of 20 episode seasons of Stargate SG1. That's not true at all, most streaming shows? Yeah those are short seasons. But mainstream media shows are still doing long seasons. New Matlock first season 19 episodes, 2nd 16. The Good Doctor" averages 20 episodes a season. "NCIS Origins" 18 episode seasons. So no those long seasons are not gone, just maybe not for the media you consume anymore.
Yeah. O I thought Atlantis had less crap filler . SG1 it was mostly S1 and 2. They weren't that bad either cf TNG, DS9 etc. A mediocre SG1 episode was generally a 6/10 and there wasn't thst many of them.
While I love me some stargate both SG1 and Atlantis there was often a lot of filler in them. Same with old school anime etc.
Gone are the days of 20 episode seasons of Stargate SG1.
Netflix cancelled the continuation/reboot of Stargate SG-1 before the first season. The ultimate cancellation.
Come on CRWV and SG! Open the casino!!!
SG (Sweet Greens) automated quality fast casual restaurants. Automation food bet. $8.86 a share
CODA earnings: Total revenue was approximately $6.9 million compared to $7.0 million in SQ2025, representing a decrease of 1.6%. Revenue from our core business (Marine Technology Business) was $2.8 million compared to $3.9 million in SQ2025, representing a 26.8% decrease. Revenue from our Defense Engineering Services Business was $2.5 million compared to $1.8 million in SQ2025, representing an increase of 37.9%. Revenue from the Acoustics Sensors and Material Business was $1.5 million compared to $1.3 million in SQ2025, representing an increase of 17.5%. Gross profit was $4.6 million compared to $4.5 million in SQ2025. Gross margin was 66.3% compared to 64.1% in SQ2026, reflecting the mix of type and geography of sales reported in the Period. Operating income was $1.8 million in SQ2026 compared to $1.1 million in SQ2025, representing an increase of 64.8%. Operating margin was 26.0% compared to 15.5% in SQ2025, reflecting the increase in our gross profit and 21.4% decrease in selling, general & administrative expenses. Pre-tax income was approximately $2.1 million in SQ2026 compared to $1.3 million in SQ2025, representing an increase of 68.6%. Net income after taxes was $1.7 million in SQ2026 compared to $0.9 million in SQ2025, an increase of 86.8%. Diluted earnings per share in SQ2026 was $0.15 compared to $0.08 in SQ2025. Pre-tax income as a percentage of revenues for SQ2026 was approximately 30.9% compared to 18.0% in SQ2025. Research and Development expenditures for SQ2026 were approximately $0.6 million compared to approximately $0.7 million in SQ2025, representing a decrease of 6.0%. SG&A in SQ2026 was approximately $2.1 million compared to $2.7 million in SQ2025, representing a decrease of 21.4%.
**Fourth Quarter FY2026 and FY2026 Financial Highlights** * Consolidated net revenue of $71.2M in Q4 FY2026 increased 10% over the same period in the prior year. Consolidated net revenue in FY2026 was $284.6M, an increase of 6% compared to the fiscal year ended March 31, 2025 ("FY2025"). * Cannabis net revenue was $54.5M in Q4 FY2026 and $213.9M for the full year, an increase of 20% and 15% respectively, versus the prior-year periods. * Canada medical cannabis net revenue in Q4 FY2026 was $25.3M, an increase of 27% versus the three months ended March 31, 2025 ("Q4 FY2025"), driven by growth in the number of insured patients and a larger assortment of cannabis product choices offered to our customers, while full-year Canada medical cannabis net revenue increased 18% over FY2025. * Canada adult-use cannabis net revenue in Q4 FY2026 was $20.6M, an increase of 1% compared to Q4 FY2025 due to strong performance in vapes and infused pre-roll joints ("PRJ"). In FY2026, Canada adult-use cannabis net revenue increased 20% over FY2025 driven by growth in infused PRJ offerings and new All-In-One vaporizers launched early in the fiscal year. * International markets cannabis net revenue of $8.6M in Q4 FY2026 represented 68% growth compared to Q4 FY2025, as the Company addressed supply chain challenges in Europe experienced earlier in the fiscal year. Overall in FY2026, international markets cannabis net revenue decreased 7% compared to FY2025. * Storz & Bickel net revenue in Q4 FY2026 was $16.8M, a 14% decrease compared to Q4 FY2025. In FY2026, Storz & Bickel net revenue was $70.7M, 14% below FY2025. The decreases in both periods are primarily attributable to lapping strong sales in the prior year and continued consumer economic uncertainty, offset by the new VEAZY product, which launched in September 2025. * Consolidated gross margin in Q4 FY2026 was 12%, compared to 16% in Q4 FY2025. Consolidated gross margin in FY2026 was 24%, compared to 30% in FY2025. * The Company incurred $10.7 million of inventory charges in Q4 FY2026, primarily resulting from a review of the overall Cannabis segment inventory levels following the acquisition of MTL Cannabis Corp. (“MTL Cannabis”). Excluding the impact of the inventory write-offs and the flow-through of inventory step-up relating to the acquisition of MTL Cannabis, adjusted gross margin^(1) was 27% in Q4 FY2026, as compared to adjusted gross margin of 19% in Q4 FY2025 (which excludes restructuring costs recorded in cost of goods sold). * Cannabis gross margin in Q4 FY2026 was 7% compared to 8% in Q4 FY2025, while adjusted gross margin^(1) for the segment was 26% in Q4 FY2026 compared to 12% in Q4 FY2025. Cannabis gross margin was 22% in FY2026, compared to 26% in FY2025. The decreases in the gross margin percentage were primarily attributable to lower sales relating to international markets, higher inventory provisions, costs related to new product launches and a shift in both product and geographical mix. * Storz & Bickel gross margin of 27% in Q4 FY2026 compared to 36% in Q4 FY2025. Gross margin in FY2026 was 33%, compared to 37% in FY2025. The decreases in gross margin are due to lower sales, increased tariffs on imports into the United States and shifts in geographic mix. * Selling, General and Administrative expenses ("SG&A") in Q4 FY2026 were 7% higher than in Q4 FY2025. SG&A in FY2026 decreased 6% compared to FY2025. The year-over-year reduction was driven by continued reductions in headcount and third-party costs including insurance, professional fees and IT costs. * The Company recorded $67.1M of asset impairment and restructuring costs in FY2026, primarily related to the impairment of goodwill and brands associated with Storz & Bickel and employee restructuring costs. * Net loss from continuing operations in Q4 FY2026 was 21% lower compared to Q4 FY2025. Net loss from continuing operations in FY2026 narrowed by 49% year-over-year. * Adjusted EBITDA^(2) loss for Q4 FY2026 was $6.3M, an improvement of $2.9M or 32% compared to Q4 FY2025. Adjusted EBITDA loss of $20.2M in FY2026 narrowed by $3.3M or 14% compared to FY2025, primarily attributable to SG&A cost savings. * Free cash outflow^(3) improved year-over-year, from $176.6M in FY2025 to $69.1M in FY2026. * Net cash position of $131.3M at the end of FY2026 represented an improvement of $303.9M compared to net debt of $172.6M at the end of FY2025. **My Notes** * 253M Net Loss * 374M From proceeds from issuance of common shares and Warrants this year (385M Last year) So they've diluted to the tune of 759M dollars in the past 2 years * Sitting on 364M in Cash * Revenues increased Y/Y but margins declined Overall, I have a hard time seeing what the long term plan for this company is. They appear to be treading water and using their seemingly unlimited amount of shareholder dilution to just hang around.
Mentioned in another commnt just now. SG micron technology factor (for euro bros only?)
Japan guy moved to SG, give him some time to adapt to singlish lah
Exactly right. I’m still net long but got very short temporarily on Thursday because I felt this was coming. Funny thing is the puts barely offset most of the equity losses but got to buy more AMZN, SG, and LCID at close so felt good about that. But yes, I don’t keep as much cash in my brokerage as I could because I leverage some of those other funds in private lending house flipper loans. But I still try to equitize my whole net worth, so I just buy the correspondent amount of USD by shorting JPY and reduce my carry cost to roughly 1.3% on the net margin balance. Still risks however if the USD declines in value relative to the JPY, but based on the macroeconomic world view at the moment and the BOJ current policy I believe that to be a highly unlikely scenario within the next year.
Boomer - $KO, $CLX, $WMT, retard $SG
This is correct. But important questions are: * For recreational states, are any of its locations doing both Recreational AND Medical sales? * For recreational states, are any production facilities supplying both medical and recreational store fronts * Are there any recreational states where Trulieve is ONLY doing rec sales? Stores selling both will need to split into multiple as a result of these actions. Productional facilities supplying both will need to split into multiple as a result of these actions. Now this doesn't mean they need new property/land, it could just be splitting a grow facility in half with separate book-keeping or renting the vacant store front next door. But none of those expenses will be tax deductible for the medical side of the business. 85% is a overwhelming majority, for sure. But 15% is non insignificant. It's certainly more nuanced than this (depending on size of state operations and where expenses are allocated), but for perspective, 15% of their SG&A is \~$75 million dollars. So they could end up owing an extra 16-20 Million dollars in taxes for the medical business since those expenses won't be able to be claimed anymore.
Most of my $ is in SG🇸🇬 stocks, but on the US I've got a bit of $FUTU, waiting for it to go back up
Just got my feelings hurt checking out a shitty stock like SG just to see it out performing everything I picked.
Are you talking about property investment or equities? For real estate, I'd stay far away unless you know what you're doing. There's a lot of oversupply in general - it's harder to find good spots Your best bet might be JB simply because of the continuing SG demand - but suggest you keep your options open
healthy fast market is huge in metro areas. SG also has an elite digital order system they built out during covid.
What upsides would that unlock? CMG already has a lot of locations and buying SG would just introduce real estate redundancy.
SG 10x leveraged long MU looking cheap.
DD: The KBBQ chicken wrap is pretty good when I don't want to deal with an SG bowl.
SG released a new tortilla wrap....+15%
I said SG (Sweetgreen) is gonna run when it was 8.90, and when it was 9.60, and now its 10.10 (was 10.80 in PM a while ago). It's gonna keep melting up slow or fast to 12-15 during the next weeks. I won't mention the ticker anymore, but Im in heavy with shares + calls. All the best, make tendies anywhere u want in this highly retarded bull market.
Watching $SG. New wraps are going to make a big impact on their business.
Sweetgreen (SG) is running. Mentioned it earlier already at $9.00 (9.60 in Premarket rn), but apparently their turnaround + new viral product items are making waves. PT $15.
What? You’re missing a huge SG&A base, literally all your R&D support is in there…
From one of the most recent interviews with the CEO of KOPN: “The first question I always get is “Why Fabric?”. We’ve been working on bi-directional displays for over two years - we’ve actually invented it. We also have in production today, flying in an aircraft - which I can’t talk about - MicroLED which is capable of 6 million nits of brightness. If you take these two concepts and merge them together, it becomes an optical transceiver capable of transmitting data at 1.6 TB/s. When I looked at my board and we discussed investing at least 30-40 million dollars of Kopin cash and then another 10-15 million on marketing, it didn’t become evident that this was something I wanted to spend cash on. So instead, I worked with my investors and we said let’s create a new vehicle, a new company, that’s called Fabric.AI. We put in a new management team that knows how to sell to hyperscalers. Kopin does not know how to do that - we don’t have the staff for it, we didn’t have the experience for it, and we don’t have the SG&A to do it today, so let’s give that to Fabric.AI. Kopin will own 19.9% - after dilution***** - not now - they’ve got enough cash for now. What Kopin gets is: An order for 15 million dollars to prove the concept this year. An order next year to take it to production - so this thing is coming and it’s coming next year. And then the semiconductor companies, the Big Five - Nvdia, AMD, Intel, Samsung and Micron (Technologies) - we’ll work with those companies because we need to know the interfaces that they’re operating with. Take Nvdia’s open architecture - we’re working to understand that and adopt that in our technology. And we’ve already signed two very specific NDAs for this technology with two of the Big Five.” More in the Kopin sub.
I work in restaurant industry and honestly I’m not really sure how SG can save cost with tons of fancy equipment while still hire extra people just to maintain those equipment. Food still come out much slower than a slowass chipotle. Epic fail.
I made 100% in 24hrs buying calls on SG. Sold today and took profit but there may be some more profit to be had?