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Israel killed 40 more,,,shuts down foreign media...
https://apnews.com/article/israel-palestinians-al-jazeera-gaza-war-hamas-4abdb2969e39e7ad99dfbf9caa7bb32c
Innocence bleeds red in Gaza according
to most media coverage...
And no wikileaks anymore to disclose
private contacts in U.S. leadership...
so we watch...LJ
Had a stock suit pay less than 1%
of the original loss in past...
Attorneys made great money on it...
Best chance of restoring equity invested
is staying in and seeing a positive
outcome after the short attack...
Class action suits are chasing hearsay
of a stated short position player...
Which could be a tell for watchers...
So we watch...LJ
INTC, kinda like the old Sears store in
the end of local mall with an Amazon
liquidation store there now...
Things sure evolve over time...
QCOM is no slouch either, except
to the me me generation...
so we watch...LJ
I-hub has a lovely new pop up invading
viewer screens now...
getting exciting around here...
Have discerned that trying to figure out
why oil price goes up and oil price goes
down is a Total Waste of Time...
Control group over oil prices do what they
want to with it...
The current oil price rise isn't related to
better demand and China is still weak on
demand and that has to be remembered...
Saudis will have to put off raising exports
because wars are slowing world economy,
which could be doing better...
so we watch...LJ
So let's say they get an extension from
Nasdaq on the listing since they are
delinquent since Tuesday, 09/17/24...
Doesn't that halt the stock split until
they regain filing compliance?...
It definitely halts any share sales which
should include insider share sales under plans...
SMCI has a lot folks holding shares
under water now...
Needing to see that filing...
the heck with spell check,,, file IT!...
so we watch...LJ
wasting money on pr and can't file...
so we watch...LJ
FSM was doubled down at 480 at
the wee moments before the
close on Wednesday...
Already looked cheap with gold
and silver prices up high...
And the rate cut favors gold holders...
And these aren't peaceful times globally...
so we watch...LJ
EIA report covered up bad week last week
for the oil sector by all appearances
of using some type averaging...
The link isn't worth posting this week...
lol, Exports didn't plunge with port
closings and pipelines not flowing due
to the hurricane that hit Louisiana...
Gasoline demand was very low because
smart folks weren't driving in the heavy
rain storms spanning 6 to 8 states for 3
to 4 days...but EIA report didn't reflect it...
But there wasn't enough damage to help
spike any use for clean up...
Gonna be a surprise bad week at some time
when the averages get capitulated...
peon thesis, as always...
Yes, gains were taken on Wednesday...
so we watch...LJ
Israel leaders lost their minds long ago...
https://apnews.com/article/lebanon-israel-exploding-pagers-hezbollah-syria-ce6af3c2e6de0a0dddfae48634278288
Can you imagine next meeting of
drug lords that will make their plans
to hit Israel?...
Those are the folks with enough money
to pay for satellite service to shut down
and take down Israel defense...
Innocent folks killed by Israel isn't new,
they only expanded to another country...
Will Poland be next?...we better check
with bad karma on that...
so we watch...LJ
INTC has gap down from $29 on 08/02
open after the 08/01 close...
Around $28.9 for those looking closer...
It needs to fill to help the long
term holder's positions...
https://www.barchart.com/stocks/quotes/INTC/interactive-chart/new
Good traders can make .13/share daily
trading this so losing .13/share dividend
quarterly isn't the big hurdle...
Good for bear fodder chat though...
Added a little Wednesday after starter
nibble on Tuesday...
plenty to nibble for many...
so we watch...LJ
SMCI needs to fill gap down from 656
set on 08/02 open from the
08/01 low of the day below close...
https://www.barchart.com/stocks/quotes/SMCI/interactive-chart/new
Gap down needs to fill prior to
the forward split...
Price could move slower or differently
after a forward split from the current
lower float numbers...
Folks still under water like me need a
goal to look for first...
Which depends on SMCI doing their
10K filing Totally...
so we watch...LJ
INTC, gov't should give SMCI a billion grant
to cover building and opening new
Cal plants and adding jobs...
Some company has to help with the
hardware for all those new INTC
chips coming in the future...
So we watch...LJ
Outdoor network tech system video to watch to
pass time while waiting...
Canola oil had a big up day Tuesday,
up almost 5%...
This joint news in very interesting...
https://finance.yahoo.com/news/intel-aws-expand-strategic-collaboration-200100006.html
You can bet some competition found
it very catching of their attention...
SMCI diversifies services to both INTC
and AMD, and not to just NVDA...
which should help them in the long run...
Noticed that Ernst and Young has four offices
in the San Jose, Ca. area that may be why
SMCI changed auditors,,,
That is two biggies in the article link if
you don't forget to read it...
so we watch...LJ
SMCI, something needs to be done about hindenburg,
and the quick change attorneys that
follow the short attacks...
https://www.ielp.com/news-releases/news-release-details/icahn-enterprises-vindicated-dismissal-meritless-lawsuit
Best hope for SMCI shareholders is that.
of course the filings get done, but after
that there comes some disclosure of a private
nature, still under wraps, that would hopefully
reveal internal sexual misconduct being basis
for firing of employee that became a whistle
blower for hindengurg to swallow...
then the counter suits would be exciting...
We gotta cling to some hope now...
So we watch...LJ
Bad karma is in party that likes world
unrest to support economy...
The world can't support itself on old
school war spending like in the past...
Blacks have to consider whether they want
to risk seeing their young relatives sent
to war zones under another Dem control
period of four long years...
This long 3 1/2 years will seem like a cake
if Dems retain control of Senate and Oval
Office for another term...
Substantial number of new Army recruits
have gone thru training this summer...
Most likely the number was so high because
of low employment options elsewhere...
A large percentage of those will be black...
Black and white voting doesn't work...
Vote Trump for peace or Bad karma for
more world unrest...
Voting is key along with turning off the
media coverage...
Border security is favored by most
working hispanic citizens in the U.S...
Biden and Harris have done a poor
job of guarding fences that Trump had
built in his term...
so we watch...LJ
ok, will play along that line and gonna
wait for daily gap on HPE
to fill before entering again...
not sure how much t/a works with
SMCI in such dire straights now...
you might by weakness because you
like a certain number?...
so we watch...LJ
HPE was sold into upgrade pump strength...
INTC was added on big daily weakness
going into close with tired buyers...
Gov't pump on INTC has come as a
big surprise, don't ya know?...
It draws money flow from NVDA which
is propped up now on price for CEO
share sales like it is every month...
so we watch...LJ
VTLE and NOG were sold early in day
and way too cheap on VTLE sale...
NOG was added back before close
with dividend coming soon...
PR picked up as a laggard so far...
Inventory report shows that betters are
the ones driving up oil price...it shows
cushing sees draws in lower demand weeks...
https://oilprice.com/Latest-Energy-News/World-News/Crude-Oil-Product-Inventories-Climb-Pressuring-Rebounding-Prices.html
Betters may hold positions though with
lower rates possibly coming...
so we watch...LJ
SMCI, have read filings several times and
even before the short attack...
Still haven't grasped the straws that
the short attack is clinging to...
Many mega companies stay private
because there isn't anything wrong with
inter-family employees in a company...
Except in short attacks on Wall Street...
But they all seem well disclosed...
SMCI margins dipped two consecutive
quarters as they had to ramp up spending
to meet the higher contract flow coming in...
SMCI didn't seem to bloat any margin in
accounting for inventory build up...
And it impairs cash flow for short term...
Now it does puzzle me why such a closely
reviewed company was allowed to be
hammered down so hard by both the S&P
500 and Nasdaq 100 market makers...
Closer kin getting cheaper shares might
be in play with that...
Could be in play with the delay on the
filing from SMCI too...seems unneeded...
So we watch...LJ
could be a false rally in oil today...
betting on inventory report...
lower gulf production may have been matched
by lower refinery activity for Exxon/Mobil
in Baton Rouge area during storm...
rain impeded much auto gas use...
port exports were constrained to include the
big lng exports weekly...
peon thesis, of course...
so we watch...LJ
Bad karma can't pass a geography class
if it covers Defense forces...
Debate results are rigged by media...
https://apnews.com/article/poland-ukraine-war-us-election-trump-harris-eedfa6de06355a87ae4f04de40786899
U.S. has a lot of troops in Poland and
National Guard troops have been pushed
to go there instead of regular troops...
Civil attorney back grounding and real
world intellect of U.S. Defense and Border
Policy are worlds apart...
Voters know that Trump has more real
experience and had a stable world overall
under his tenure...And still has to abide by
his previous Oath of Office on what He
can and cannot divulge regarding Defense...
If Mr. Trump can just chill a let her keeping
putting her foot in her own mouth...
So we watch...LJ
GRRR should still be losing money on big
contract in Egypt...
Egypt contract was billed before the
EGP value dropped over 30%...
https://www.barchart.com/forex/quotes/%5EEGPUSD/interactive-chart
So, they get about 30% less revenue than the
original contract pr amount,,,
but the costs are in U.S. Dollar value for
much of them which computes to loss...
They have never mentioned another contract
big enough to bother revealing a number...
Those smaller contracts might bring over all
financial results above break even only???...
The pump pr is put out before actual results
May be released for 1st half results for 2024...
Allows some to escape before the release, if
they really put out a filing that soon...
A company that is Supposed to be a growth
company and already stated that they would
need more money to do another big contract
doesn't blow money on buying shares...
highly illogical to impair cash that may be
needed if they land another large contract...
GRRR showed impairing over 12 million of
accounts receivable at year end 2023...
For an IPO company starting in 2023...
https://www.otcmarkets.com/filing/html?id=17546343&guid=7lL-ka1smgrShoh
Four large investors holding about 35% of
stock are detailed in the filing...
And some want to get out...
GRRR showed about 46 million of cash at
year end 2023 and recently pr'd the 40 million
of cash as/at June 30, 2024...
which shows that they went basackwards...
or lost money in accounting terms...
They have that 40 million because most was
held in escrow after payment for further collateral
to guarantee completing Egypt contract...
And it was held in escrow as U.S. Dollars before
the EGP value plunged in early 2024...
Next filings will need to adjust values for the
Fixed Rate Egypt contract at the lower value
of the EGP if accounting is done properly...
Still need the EGP value to regain full value
of when Egypt contract was written for
GRRR to make some money on it most likely...
EGP value drop wasn't GRRR company's fault...
A pump pr to help some insiders off load shares
now is and was designed by the GRRR company...
Enjoy your rain on Tuesday night....
So we watch...LJ
You are due more rain than you may
expect as those bands roll out
on right side of the storm...
started to tell you to cover the tomatoe
plants if you don't want them wet, but
knew that you have local weather access...
Damdest thing that I've seen since 2010...
green yard and green pastures...
It is a nice sight to behold...
Yep, since 2010, lotta years of dry
weather in June thru August...
September is typically very dry,,,
we have to stock pile the 7 or 8 inches of
rain during past four days somehow...
ole oil price is rising again with the debate
in rear view mirror now...
so we watch...LJ
Grrr, investor in IPO which brought accounts receivables
in that had to be written off in a big
mass at year end 2023 also sold heavily
in fall of 2023 before earnings release...
It could be the alleged insider with so
many shares to allegedly buy back now...
A pr is just a pr...hard to verify any insider
share changes since it isn't done publicly
and probably doesn't change the public float...
Took heavy losses days ago and moving along...
So we watch...LJ
HPE had higher gross margin than DELL
in recent quarter,
and much higher than SMCI...
click on quarterly in each link...
https://www.otcmarkets.com/stock/HPE/financials
https://www.otcmarkets.com/stock/DELL/financials
https://www.otcmarkets.com/stock/SMCI/financials
Guess who didn't do a cut rate contract
with Tsla in that quarter?...
The short attack may also be designed to
push money flow toward DELL since it
keeps getting pumped with SMCI in the
Ai roll out reviews...SMCI price has now
been beaten down to lower margin look...
Longer term, the margins, may be higher
in the clouds...
So we watch...LJ
T.S. will lose some sales after going political...
Parents of Trump supporters may
or probably will deny funding to buy
her items for awhile...
Better to dodge the frey...
Nikkie is still available to save the
Republicans because Mr. Trump
will keep blabbing unneeded stuff...
focus on price of corn flakes...
so we watch...LJ
NIL money in college football has to make
you wonder about motivation
of players to do things...
so we watch...LJ
VTLE and NOG are partners in another deal,
which is higher oil weighted than last
big acquisition that VTLE did...
past deal was 50% weighted oil...
next deal is 64% weighted oil...
At $70/bbl for oil comparison break down...
past deal needed about 2.6 years for revenue
payback of purchase price...
next deal will need about 3.2 years for revenue
payback of purchase price...
estimates based only on oil revenue for the
payback estimate comparison...
estimates assume enough cap ex spending
to keep production stable which actually
increases the revenue payback period...
past VTLE deal got more land with it, but got
more gas production with it that must be
handled even if natural gas prices are weak...
VTLE will have WAHA natural gas hedged
in 2025 to offset handling costs when those
prices drift to zero or below...
Should have been doing that all along...
It is possible that readers of NOG pr may think
that VTLE is getting that lower production amount
which is based on 20% NOG buying into deal
which is much lower than VTLE percentage of
production will be,
which was in the VTLE pr on the deal...
that is my guess on the extra weakness of
VTLE and I'm sticking to it...
a rate drop will help debt load...
this artificial drop in oil and gasoline prices
framed for fall election purposes will change
when the New Year comes in after Christmas...
the ole Christmas gas price break always happens
to get suckers to over spend more...
A deal using debt instead of shares adds
EPS after deal completion...
so we watch...LJ
Refs stole a game from South Carolina,,,
a bad QB making a bad throw for
an interception is on defense as
soon as the ball is intercepted and
can be blocked, which is not a penalty...
REFS stole 6 points from South Carolina...
Georgia will lose to Ole Miss in November...
Georgia should also lose to Texas and
Tennessee if Alabama beats Georgia in
the game next weekend...
Kentucky QB could get hurt in SEC if he
keeps making decisions two foot steps
behind what the defenders are doing...
Ackward QB from Kentucky to watch...
Ohio State is week's big winner by being
IDLE for the weekend...
So we watch...LJ
30 minutes to we may crown you genius...
5:30 et, 4:30 ct...
so we watch...LJ
Francine is spinning out massive rain drops
in the outer bands...
Very, very big rain drops for a
tropical system to be dropping...
Doppler may be underestimating rain that
has fell, still falling, or to fall in this case...
Real rain reports will be interesting to
see reviewed after storm wrath completes...
Folks in Louisiana and Mississippi have
likely caught heck from this storm...
No Mississippi river drought after Francine
stalls in Missouri/Kentucky region...
So we watch...LJ
SMCI filed an ARS filing on 12/08/2023
which is similar to a 10K filing...
https://www.sec.gov/Archives/edgar/data/1375365/000137536523000048/a302976supermicrocomputerr.pdf
It also detailed the relationships internally
between family members in the company...
SMCI could raise their ownership stake
in Ablecom via a stock deal to make it
under the SMCI umbrella and adapt to
all accounting standards of SMCI,,,
which could remove some reason for
any questions about the relationship...
so we watch...LJ
Does a sale or freeze have to be
requested before close to complete
it for that day?...
so we watch...LJ
HPE up almost 3%, DELL up over 3%,
buyers found other choices Thursday...
so we watch...LJ
VTLE starter shares bot on Thursday...
Most of their oil production hedged
around 77/bbl. in 3rd quarter with oil
price struggling to get back to 70/bbl.
is a screwup that holders must accept...
https://investor.vitalenergy.com/static-files/09e0804e-8df9-47af-a333-634eae16c7b4
So we watch...LJ
After 5:30 ET-pm today, gets bad luck date
of Friday 13th if filed Friday...
we won't need to watch it if they
don't file...
pretty crappy way to report anyway
you look at it, Imho...
so we watch...LJ
U.N can assemble more troops than Israel
has people if it takes that to clear
them out of Gaza...
https://www.bbc.com/news/articles/clyn400rm68o
U.N. has between 70,000 to 100,000
troops already available at any given
time for peace keeping purposes...
so we watch...LJ
You seem to thinking clear headed
in such trying times...
really don't have a clue what
anything will do anymore...
all the small cap oils dropped Monday
but big oils were up...
then XOM dropped $4/share on Tuesday...
sector weakness for one thing...
so we watch...LJ
09/09/24, SMCI CFO expects margins to increase
back to more normal ranges for
them with 14% to 17% target...
Goldman Sachs transcript...
https://newsfilter.io/articles/super-micro-computer-inc-smci-goldman-sachs-communacopia--technology-conference-transcript-e41f1cc0ae1486529425b94c0d8308be
Also seemed positive on 2025 question
about company guidance...
Better clarity that guidance on Malaysia
is further forward looking than now...
So we watch...LJ