That's a doozy but I would imagine that is a slam dunk case for any lawyer if you actually "lost" your shares while out on loan. There's a paper trail and no one (without a court order) can take your asset without compensation.

Jeunke - We need live updates! Is this buying attributable to something promising at the conference?!?!?1

On hard to borrow list. 0 shares available, 37% annual rate.

That's a fair point. Unfortunately borrowing of shares is a black box. Without any sort of objective clarity to know if your shares are being lended out I think you need to default to they are; whether you like it or not. In that scenario you might as well line your pockets or those dollars will flow to someone else. IF a system were in place and you knew for a fact where your shares were then it is a different story and can make an informed decision re: making some extra money or trying to limit shorts options.

I get that. However - If you are investing in the company because of Mgmt, IP, etc, fundamentals will win out in the long run. If I can generate a couple percentage points of income per year..... why not?

Saw that pop up as well on Fidelity. What do I care if I'm long on a company and I'm earning income on my shares that are otherwise collecting dust? Sounds like a Win/Win as far as I'm concerned.

IWAL was a flash in the pan. I think it was just good timing re: getting it on their site. There's been times in the past when there has been a little lead time to get updates on the site.

Regardless - I am cautiously optimistic. They have failed to get a handful. The former treasurer of the company is the one that submitted the current filings. It could have been done to ensure the stock could still trade and allow old management to get rid of shares when it suited them or it could be because Moody & Co have an arrangement.

Not counting my chickens until the court says it's theirs.

I don't think it's moving quickly per se..... they filed for a custodianship and the court put them on the docket. I don't see anything jumping out as "expedited."

This is a dangerous time, however. Get approval and it rips. Old Mgmt comes back into the fold and asserts their power and it tanks. IWAL is a recent one Moody lost because old management came around. Elation to cutting losses in the span of 2 sessions.

Interesting possibility is if old management is involved, they look like they are asserting power, it craters then rips when it's revealed they are in league with Moody & Co.

I don't think Moody&Co would have wasted their time if they had reason to believe Mgmt would stand in the way. Given the proximity of getting current to when they filed for custo I believe they are already in talks with management to procure their shares at a set price.

Court date set for 12/1. Live on clarkcounty court site.

Yes. Just announced today. Check out the Clark County, NV court page.

Smart search then search for "Denunzio, Thomas"

https://www.clarkcountycourts.us/Portal/?clearSession=True

$BORK filed in Clark County, NV today.

Seems like highly reputable sources /s

Something I haven't seen mentioned about Lincoln deal....

It's the devil both parties know. We were likely able to enter into this deal with very little due diligence as it is effectively an extension of an existing relationship. Maybe that due diligence is minuscule in the grand scheme but I would have to imagine it represents very real legal costs and time commitments today if they were to engage a new party.

My take is it is what it is. They registered a $100M shelf of which this deal is being drawn against. AFAIK LWLG gets to pick up the phone and say "you're buying shares tomorrow" and as consideration for that flexibility they gave Lincoln a chunk of shares.

Shelf offering going to be leveraged.

China does what China wants. Read up on the ARM debacle to see just how bad it can get.

I'm Done.

I can't fault them for the stuff happening with FDA and flavored vapes.

I can fault them for their failure to execute!

Last year they entered into an agreement to acquire patents related to synthetic nicotine. The pouch was supposed to have synthetic nicotine in it. As recently as July, when they were talking about bringing pouch manufacturing in house, they reiterated that pouches would have synthetic nicotine.

Last nights 8k says the pouch is delayed yet again because it's using tobacco derived nicotine and must now go through the PMTA process. They have also done a complete 180 on synthetic nicotine and now state they are lobbying the FDA to regulate it like regular nicotine. They screwed something up on the pouches and changed their whole position on synthetic nicotine to provide cover for it.

I was thinking about buying back during the crash but these guys are FUBAR. Believed in the company for a good long while but it's been misstep after misstep.

Have a source on the Juul part?

Good article talking about one of the markets LWLG is trying to play in.

https://www.nextplatform.com/2021/08/30/more-than-anything-else-cost-per-bit-drives-datacenter-ethernet/

https://www.argusresearch.com/PDFDownloader3.aspx?id=MDAwMDAxMDEzOQ==aAB0AHQAcAA6AC8ALwByAGUAcwBvAHUAcgBjAGUAcwAuAGEAcgBnAHUAcwByAGUAcwBlAGEAcgBjAGgALgBjAG8AbQAvAHIAZQBwAG8AcgB0AHMALwAwADAALwAwADAALwA2ADEALwA2ADQALwAwADEALQBBADEANgBCAEIAQwBBAEQALQBFADUANgBFAC0ANAA1AEQAQgAtAEIAMAA4ADUALQA5ADEAQgAwADMAMABDAEUAOAA2ADYANAAuAHAAZABmAA==

I don't think Niraj is concerned with the bidi buyout or getting more shares. His exit occurs when the combined company gets bought out. He and Eric have so many shares it would take them the better part of a decade to exit without spooking investors. They want this thing to explode and then get bought.

I was a little tuned up when I wrote that. I'm familiar with M&A activities and valuations. KAVL's cost of goods sold for their first year generating revenue was ~$83M if my maths are correct.

That's $83M in revenues for Bidi vapor. I don't think they need to waste the money on a valuation to sell Bidi for $200M. Honestly that would be a steal for KAVL if it existed in a vacuum. The only reason I'm not jumping up and down about acquiring BIDI is the fact that it does nothing for our gross revenues. It will only bring improvements to our margins.

Just a hypothesis. Who are these “experts” that will set the valuation? Bidi is Niraj’s company. He can sell it for whatever he wants.

https://stocktwits.com/BuyNStonks/message/363020404

Pretty sure I'm right in your case as well.

"If it was green I would dump"

"I think it will recover but I don't want to wait that long"

So why are you sitting around hoping it bounces to get out? It's down 41% in the last 5 sessions.

Faulty logic. Doesn’t matter if it’s red or green. If you don’t think it’s going to recover you should get out. Salvaging whatever is left of your principle is better than losing more.

Stop worrying about taxes. If you pay them you put profit in your pocket.

Bird in the hand is worth more than two in the bush.

Had a stock go nuts and 8X on me back in February. I was up 400k but didn't take anything off the table because I knew long term it was going higher. I'm currently up 20-25% and kicking myself. Still think it will return to it's glory eventually but it's now a much longer road.

Hindsight 20/20.... had I sold a chunk of my position in February I would have peeled off a bunch of cash, had way more money on the sidelines for LWLG, and could have rebought my original position and then some.

If you're paying taxes you've won on some level.

The irony is palpable.



I guess you're also not a fan of the constitution then, right?

It's not entirely clear what your position is after your last response.

Do you think you shouldn't have to pay any taxes or are you OK with taxes?

That’s not how a big, lumbering, society works.

https://stocktwits.com/BuyNStonks/message/359988814

Downside to that in the near term is KAVL is eating who knows how much in capital expense to procure machines and build out a facility for production

You would think but the waters are murkier after the CBD announcement. They are going to use KAVL branded CBD with Bidi delivery technology. I, personally, would appreciate some clarification on who is doing the manufacturing.

It isn't clear who's "house" is being discussed though. It isn't apparent if it is KAVL or BIDI that is doing the manufacturing.

Meaningless observation to follow:

This thing is trading like a SPAC the last week or so. Locked into the $10 range.

Shepo with the haymaker. Stick a fork in our dearly departed magnetics. He's done!

That's right. Because there always has to be some conspiracy behind a stocks negative performance. Impossible for there to be real world economical implications tied in with investor sentiment. NOOOOOO god forbid you participate in an honest discussion.... The illuminati is certainly the correct answer to all difficult situations.

Wouldn't want to let some facts get in the way of a farsical rant.....

March 15 - https://www.sec.gov/Archives/edgar/data/1762239/000173112221000460/0001731122-21-000460-index.htm

April 9 - https://www.sec.gov/Archives/edgar/data/1762239/000173112221000557/0001731122-21-000557-index.htm

Maybe if you didn't have 70+ stocks you wouldn't have fallen asleep at the wheel.

Great catch

Will there be no trading today due to the R/S?