LLNW competes with legacy leader AKAM and momentum revenue grower FSLY in the digital Content Delivery Network (CDN) industry

Cash starved for years, they recently turned cash flow positive and raised 100M

Here are some reasons to believe they are near a tradeable near-term bottom:

1) Return of sports streaming.
2) Large customers in beta-testing
3) Edge function innovator (So they say)
4) Q4 is historically best Q
5) SNE's digital download initiative for PS5

Next ER is 10/14. I think there will be a tradeable rally between the election and the following earnings release.

CTIC 's Pacritinib program endures as a prospective treatment against Myelofibrosis (MF).

Allogeneic transplantation is the first line treatment against excessive scar tissue in the bone marrow. INCY and CELG have competing second line treatments; but, their drugs are no longer indicated in patients with a platelet count < 50,000/ml.

This category is up to 35% of all MF patients. The FDA has granted CTIC accelerated review if Pacritinib tests well in this subset.

Although Pacritinib's previous Ph3 results prompted a clinical hold due to patient deaths, FDA has sanctioned a redesigned Ph2 study. Results will be read out in early 2022.

CTIC had cash of $70.1M mid-2020 and a burn rate of ~40M/year.

CTIC also has a me-too Covid program.

I might consider buying CTIC on a sharp decline during 2021 for a run-up into Pacritinib Ph2 data.

RKT has a reputation as an innovator in the home mortgage industry.

At a pps of 24.50, RKT trades at a PE of 10 and a forward PE of 16.6. As a benchmark WFC trades at a forward PE of 12.

In the first earnings release as a public company, revs grew 437% YOY withe expenses rising 24$, mostly due to variable compensation.

What makes RKT an interesting speculation to some is that the company might be in a position to have a bigger portion of a smaller pie in a shrinking market.

The CEO has indicated that he could maintain growth while laying off higher paid staff.

This may be a swing trade on an Alexander Elder daily set-up.

GNBT Ii-key vaccine platform focues on viral proteins involved in receptor binding and infection.

A significant problem with most Covid vaccines in development is that they encode a SARS-Cov2 spike protein that prompts generation of antibodies, the majority of which are non-neutralizing.

Non-neutralizing antibodies simply stick to the virus w/o hampering its infectivity. This is because the vaccines are encoded for the whole spike rather than the relative epitopes on the spike involved with receptor bind and infection.

GNBT Ii-key platform's other major advantage is that it can design vaccines that preferentially stimulate Helper T-cells as opposed to regulatory T-cells which suppress immune response.

Also, unlike RNA vaccines, Ii-key vaccines do not require shipping at ultra-low temperature.

GNBT has signed a MOU with Bintai Kinden for exclusive rights to vaccinate against Covid in Malaysia. The deal would:
1) provide a $2.5M advance
2) provide $17.5M on approval
3) pay a royalty of $3-4.5 per dose.

GNBT is also negotiating with a Chinese concern.

GRTS is an Oncology vaccine innovator focusing on difficult-to-treat cancers.

GRTS came to market at a very early stage. The crux of their innovation is to personalize oncology vaccines using each patient's neo-antigen profile.

The market was disappointed at PH1 results ( n=5 )that did not show immediate tumor shrinkage. It does not seem like GRTS was effective at setting expectations for the study.

Subsequently, two of the patients have shown progress. The two cancers that showed a response were:

1) Microsattelite Colorectal Cancer (MCC)
2) Metastacized Lung Cancer in the Liver.

GRTS has decided to conduct a PhII study in MCC

Stock price has not yet responded to the delayed therapeutic interpretation.

MC is ~120M. If the MCC results are repeatable, this stock will be re-rated.

Track for tax loss opty.

Charlie Lau offers the advice that I prefer. Let's see how NIO performs after the the Tesla split.

Just for fun, the glorious Mrs Hitler:

https://www.bitchute.com/video/6rlvsNE3k45O/

KOPN is a microdisplay technology innovator

KOPN's aspirations for financial stability are focuesed on becoming part of the military-industrial complex

They have 2 military programs in production with at least 3 more to follow by the end of 2021.

The two in production: 1) F-35 Fighter Jet 2) FWS-I

The 3 in development include a display intended for use in next generation squad weapons. You know, whatever it takes to fight Israel to power in the Levant.

I suspect KH is a pure warmongering subhuman Cunt on the order of the Kushners, Mccain & HRC. So, I expect a healthy defense budget
whatever may come for Jewmerica.

Anyway, revs were depressed in Q2/20 by a one-time $3.5M license fee payment. Product Rev increased 50% Y/Y.

Margins are relatively stable, but share count is creeping up.

I'd love to see KOPN experience tax loss selling toward EOY.

NIO seeks to be a mobility-lifestyle platform company. They design EVs that give customers access to a network of razorbladesque battery swapping and in-car entertainment privileges.

Since the beginning of the Pandemic, deliveries have rebounded and funding issues seem solved.

Intel Mobileye is paying NIO handsomely for the right to burrow through competitive obstacles to gain access to Chinese autonomous vehicle data collection. You know, kind of like the way Einstein gained access to Physics patents.

So far in 2020, NIO has cut their losses by 64% while building more of their clubby battery switching stations. They presently have 143 battery stations and plan to triple that by the end of 2021.

Some projections have NIO growing revenues 5-fold in the next 4 years, albeit from a small base.

I will likely take a position if there is a major pullback. China won the Great Pandemic War. Jewmerica is fucked.

SGC is a uniform/PPE services provider that also does some manufacturing

During the pandemic they took some market share away from CTAS primarily by being more responsive to PPE needs.

Before the pandemic, they cut their dividend.

The divy that remains is paid 2 - 5 - 8 - 11

8/13 float was 9.3M

AVID offers A/V content creation tools to ad-supported media companies.

AVID turned profitable during the lock-down due mostly to a timely shift to SAAS model.

Q2/20 70% of Rev was recurring in part because production companies have switched to remote workers

Coincidentally (????) DIS & MSFT became clients in Q3/19. So, AVID is now serving some of the most sought after filthy subhumans ( should I say clients) in the Woke Capital Universe.

Margins reached 65.4% in Q2/20.

Now it remains to be seen whether Pandemic effects on the Ad market and live events put a cap on AVID growth.

Reasons for optimism going forward:

1) New product introductions
2) Cost reduction plan implemented during the pandemic Q will peak H2/20 and become 'permanent' in 2021

This could be an earnings play going forward especially if they sign up more woke capital dingleberries hanging from soyboy tampons.

FVAC is a SPAC that has a definitive agreement to merge with the Mountain Pass rare earth mine.

Mountain Pass is one of the 4 existent rare earth mining hubs:

I Bayan Obo of Inner Mongolia known for lighter, low cost rare
earths.

II Easter China ionic clays known for cheap,low grade heavy rare
earths

III Mountain Pass known for high grade ore of a basket of the
historically least valuable rare earths

IV Mt. Weld low production mines containing a basket of the most
valuable rare earths. Refining is done in Malaysia.


Mountain Pass is unique because of the potential to process much of its own ore on site. Separation facilities could be completed by 2022. After that, FVAC plans to manufacture magnets with
the refined ore.

A Chinese company is part of the Mountain Pass consortium that has worked to transform the strategic mining errors of previous mining operations into viability.

For this reason, The Pentagon may be reluctant to give aid to the new public company.

As a complement to this obstacle, no aspect of Mountain Pass plans and operations are secret from Chinese rare earth central planning. China may once again manipulate rare earth prices in order to make it difficult for FVAC to finance the separation and magnet manufacturing phases of its plan to completion.

NERV is worth watching for a potential 2020 tax loss play.

6/30/20 Cash = 35.3M

The value of all 3 of its development programs are fraught with questions:

1. Roluperidone failed Ph3. Another Ph3 at the highest dose tested will be discussed with the FDA.

2. To save further development costs, NERV opted out of its agreement with JnJ on the second pipeline product. If JnJ ever brings it to market, NERV will receive a mid-single digit royalty.

3. Ph2B Proof-of-Concept data is pending for MIN117


If this trades around cash during Q4/20, I would stalk for a small position.

SNGX Fido has earnings (unconfirmed) tomorrow.

Very interested to see how it closes.

Their covid vaccine is powdered.
Designed for stockpiling
Proprietary adjuvant is alum-free
Just add water and poke

I love Tabitha.

With the exception of McD and SlimFast, She would approve of this diet

https://americannationalradionetwork.podbean.com/e/white-wellness-blood-milk/

DOCRF has developed an App + medical record system that allows doctors to connect with patients via video.

As of the end of July/20, MC = ~82M

2020 guidance = 22M with ebitda ~4M

Competitors such as TDOC have not yet focused on Canada

What is the TAM of the Canadian market? In a post-nationalist world does it make a difference?


How fortunate for governments that the people they administer do not think
~ Adolf Hitler

XBIT is primarily focused on the development of True Human Antibodies for conditions with high unmet need.

The XBIT program that seems to capture the most interest is an antibody product for managing strokes. This could be a large opty because there is presently no treatment for brain damage caused by reperfusion of stroke patients.

Q2/20, XBIT discovered a new class of antibodys from a human donor. They sold a similar technology to JnJ, but retained the right to develop novel True Human Antibodies unrelated to Dermatological conditions.

True Human Antibodies are antibodies derived from humans who possess rare immunity to specific conditions.

XBIT has 3 Covid-related programs:

* Convalescent plasma collection
* A test that identifies antibodies that are useful in treating
life-threatening cases of Covid
* Development of a True Human Antibody against Covid.


XBIT lead program is in PhII against Staph. Aureus Bacterium

XBIT offers both manufacturing and clinical trial services to other Pharmas. They entered this business as part of the sale of their Derm program to JnJ.

Q1/20 Cash was 241M

CEO/founder owns 17.6% of the company.

BCRX has another 2020 milestone coming up in August:

https://www.investorvillage.com/smbd.asp?mb=716&mn=12195&pt=msg&mid=20922305


As of this morning, it is my largest position.

VTKLY is a HongKong-based producer of consumer electronics in 3 segments:
1) Electronic Toys
2) Consumer and business phones
3) Baby monitors

Historically 65% of Gross Profit comes from toys.

Next earnings report will be 11/20

The Fisher-Price division exceeded expectations in their recent earnings report. It seems to be the fulcrum of MAT turnaround
ambitions.

Even if the other 2 segments decline by as much as 36% in 2020, VTKLY overall gross profit would decline in the 12-15% range.

If the lock-down baby phenomenon is real, Baby Monitors may outperform in 2021.

Seasonality for this stock is typically good during Q4

If one is looking to diversify away from American equities, this may be a good choice.

AQSZF is a Canadian specialty pharma that in-licenses products too small for larger concerns.

Along the way, a glaucoma drug in-licensed from a British company captured 8% of target market. The British company, Medcom, must be pleased with these results because they have expanded their relationship with AQSZF:

AQSZF will begin marketing Medcom products in the U.S.

AQSZF will begin marketing Medcom's line of Dry Eye treatments, known as Evolve.

As a result, operational breakeven is achievable Q4/20.

The main problem is AQSZF will run out of cash before EOY.

CEO continues to buy shares of his company.

A cap-raise is likely after a PR.

Maybe, AQSZF will be a tax loss buy after dilution.

BCEI is a low-debt, low-cost, oily, DJ Basin hydrocarbon producer

7/20 preannounced volumes above consensus

When CVX took out NBL, BCEI's adjacent acreage was validated

BCEI plans to exit 2020 with zero balance on revolver. IMO, this is a sign of exceptional management

BCEI trades at a Colorado discount to Texas producers, primarily because the electorate of Colorado agitates for anti-fracking initiatives.

ETM is a large old media company attempting to adapt to a post plandemic world, in part by placing greater focus on podcasting.

ETM is now the second largest producer of podcasts.

Before Covid, 2020 was tracking with expectations of a typically prosperous election year.

Since 3/20, sales have dropped 20 - 25 %.

Reasons for optimism for partial recovery:

1) Sales have improved marginally from April lows
2) Sales drop forced cost cutting that will likely carry forward
3) Podcasting revenues grew 44% in Q2
4) Political advertising is very likely to pick up until the
election.

Stock price has dropped 60% since 2/20 and did not recover significantly during the liquidity-fueled market rally. Some recovery seems likely before the election.

OTOH:
1) The risk of a goodwill write-down is present.
2) Plandemic revolver drawdown syndrome. Banks win by old line
enterprise losing


https://videa.hu/videok/zene/mr.bond-whered-you-go-hitler-zene-RvKa7ySEZn1xwJ2x

AVCT is a SPAC that recently acquired an operating company known as Computex.

In 2019 Computex generated Revs of 90M, posting a net loss of 4M

Most Revs came from re-selling hardware, probably explaining why gross margin was ~28%

The founder/CEO of Computex left after the acquisition.

The principals of AVCT were former executives at Masco. Their expertise is growing and running service companies. The future of AVCT/Computex appears to be as a service provider with improved margins.

As computex stands at the time of acquisition, analysis estimates that the Computex business supports a MC of ~58M.

Until new management transforms Computex into a higher margin business, it may be wise to use 58M as a MC benchmark.

OMER is a non-specialized smallcap pharma trying to build a pipeline of first-in-class therapeutics

It markets its lead produc and manages a pipeline of 7 other candidates

Narsoplimab is the lead pipeline candidate. It's a human monoclonal antibody that effects one discrete pathway of the complement immune system while leaving other pathways of innate immunity in tact.

N-mab is an FDA breakthrough therapy with 4 indications in the clinic. On 3/3/20 N-mab had a very encouraging readout in the lead indication and will receive priority review once the BLA is submitted in Q3/20.

Two other indications are in Ph3 and another is in Ph2 testing.

MC = ~800M
On 3/31/20 Cash was 53.9M. Burn rate is in excess of 20M/Q

OMER is likely to raise capital in 2020.

Wait for dilution before considering buying this stock for a run-up into an FDA decision on Narsoplimab.

Likewise Vintage,

I always appreciated the tacit encouragement of your participation on my old thread.

I don't have much confidence that there will be a safe and effective Covid vaccine for quite some time,if ever. That won't stop the media from hyping whatever big bureaucracy annoints as safe and effective (enough) for the masses.

You seem to have played the vaccine trading opty better than anyone I'm aware of. Thanks for regularly posting your thoughts on the subject.

Having a feel for trader psychology is more important than any fact.

Look at MRNA. the stock price is based on herd psychology, great publicity and first mover advantage. Whether or not it's a wildly profitable endeavor is beside the point until the chart somehow gets broken.

What do you think of SNGX here?

BCRX has 3 important milestones remaining in 2020:

1) Preliminary Galdesivir Ph I data of wuflu patients in Brazil
2) Additional Ph I dose escalation results in both PNH treatment
naive and PNH patients taking CS inhibitors
3) 12/3 PDUFA

Galdesivir has worked in animal studies against other RNA viruses including Ebola, Marburg, Yellow Fever and Zika

BCX9030 data in PNH (Paroxysmal Nocturnal Hemoglobinuria) is due Q3/2020. This indication is a competitive space (ALXN , APLS); but, relative success in PNH could be a gateway to larger complement indications such as C3 glomerulopathy.

BCRX raised 140M 5/20 to bring cash to 225M EOQ1/20.

Cash burn for 2020 is estimated to be 125-150M

Cash runway thru mid 2021.

Assuming Berotralstat approval, at least one more cap raise will be necessary to bring BCRX to break even.

OR uses 'accelerator' model to enhance value their royal streams during periods of rising gold prices.

Accelerator model means taking the risk of getting involved earlier in the life of a project and taking equity positions in these projects.

In 2020, they have the following producing royalties:

- Malartic 5%
- Eagle 5%
- Elenore ~3%
- Island Gold ~2%
- Seabee ~3%

About 25% of assets are equity positions, including 100% of Barkerville Gold. Progress at the Cariboo project is a key to the future of OR stock.

OR has a higher margin and higher exposure by revenue than FNV or Royal Gold.

Their equity position in Falco has been a drag on OR. In the past they have written down part of this equity position. It's possible that there will be more write-downs in the future. It may be that the Falco project in Quebec will never be economic to bring into production.

TRQ

Risk factors that should not be ignored:

1) Only consider this when PoC is Outlier-Low
2) Only consider this when cashed up beyond need for more Rio Tinto
capital. I would not buy after Q1/2021
3) Huge float >2B shares outstanding. I'd like to see a big
reverse split
4) Corona Virus is both a direct and indirect threat. These miners
are B.A.M.E.

AGS is a slot supplier that is being hit by next-wave Covid fear.

2020 Revenues are only expected to approach 33% of 2019 Revs.

AGS has adapted to the COvid THING in 2 ways:

* Drastically cutting expenses

* Borrowing 96M with 13% interest rate. This debt mature in 2024.

( Woke Capital-Banking complex loves this plandemic THING. Why wouldn't they? Previously viable business are borrowing money at 13%.)

* Intend to only add back expenses in proportion to participaton revenue (their share of the revenue of their leased machines)

Will AGS survive? Quite possibly, most of their customer base is in the tribal casino market, which is less vulnerable to central control than Vegas and other major gambling centers.

I will put this on my tax loss selling list.

AFMD is a pioneer in directing the innate immune system to fight cancer

It's lead assett, AFM13 has been significantly de-risked in 2020 with a successful POC study.

It has 3 clinical stage programs, each with a potential milestone during the remainder of 2020:

1. Although AFM13 addresses a target for which SGEN is already marketing an approved drug. AFM13 is thought to be significantly less toxic. More interim data is expected this year.

2. Initial clinical AFM24 data will likely be presented this H2 2020. In principle, every cancer patient overexpressing EGFR is a potential user of this drug.

3. Genentech may report progress on the Multiple Myeloma program they licensed from AFMD.

With some of the resources from their lucrative deal with Genentech, AFMD hired a COO from Sandoz.

Cash runway extends into 2022

OCX future rides on Lung Cancer diagnostic adoption.

At PPS > 1.30 MC ~ 96M

6/29 DetermaDx failed the final clinical test in a series of much hyped validation procedures.

2 viable products remain:

* DetermaRx diagnoses lung cancer using a simple blood test. It
has already been approved by Centers for Medicare/Medicaid Services (cms) CMS reimburses 70% of approved cost. Earning potential could be up to $500M pa. Conservatively, 2021 revenue is estimated to exceed $30M

* DetermaI/O identifies the approximate 30% of cancer patients who
are eligible for immune therapy. It is presently used in research
settings.

As of 4/31/20 Cash = 27.6M
Burn rate is expected to be ~6.0M per Q for remainder or 2020.

George

George


George of the Jungle


WATCH OUT FOR THAT KNEE

TME will likely IPO this coming week. It seems like there may
be lots of growth left in this one.

Presently has a Total Paying Ratio of 4%

TCEHY has a 20% Total Paying Ratio for its video service

Thanks for the update.

I especially appreciate the Livermore rule. It's a good one to keep in mind this year.

AXU has 4 mines in the Keno Hill district of Yukon

12/18 trades below BV. Its peers (EXK, AG & SVM) do not.

Presently, it is operating the Bermingham mine but will probably wait for higher silver prices to do so.

AXU also has an environmental and reclamation business with patented processes. The reclamation business gives AXU a way of generating revenue until silver recover.

If and when silver prices rally, AXU would be one of the first stocks that I would buy.

RBCYF is what happens when the liars standing over a hole lie to themselves and go directly from PEA to mine construction w/o doing a feasibility study

The ore was not well characterized before mine construction. Estimated resources w/o feasibility study was 2.8mn Toz

After the restructuring, the current estimated resource is 1mn Toz.

There are 580mn of sunk costs that include a functioning mine and a well-designed mill.

12/18, MC is less than 70mn

Mine is expected to go into production sometime after Q3/20.

What we don't know is how much capex is needed to get back into production.

I suspect this stock will experience weakness into late 19, until the CAPEX picture is defined. Revisit EOY/19

OTIC will continue to draw down its MC until anticipation for 2020 Ph3 Meniere's Disease trial kicks in.

Presently, it is trading below Cash. But, there are at least 6 more Qs until the Meniere's trial reads out. Cash runway should extend into 2021.

This is the second Ph3 in this indication. The first surprised by failing to differentiate from placebo.

AEHR had a tough 2018, mostly based on order delays.

AAPL chose AEHR's flash testing equipment over TER & FORM in 2017 due to technological edge.

AEHR technology allows testing at the wafer level, while competitors testing equipment cannot be used until the memory module is packaged.

10/18 earnings report was hurt by earnings delays. Cash flow position is dangerous and 1/19 earnings results are not certain.