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OKLO going again today, up 6% in early trading
yes,encouraging news it is. These 3 factors stand out for me from today's news,let's only hope these work out as planned:
Cash Flow Break-Even next year....anticipates approximately 40 patient starts in Q4 2024.....restructuring intended to optimize the Company’s cost structure
A raise and even an R/S will not be too bad.
Another gene therapy treatment start for BLUE, this time for beta-thalassemia, another dreaded blood disorder. Looks like this article was published this evening around the time we had that spike in a/h. Wonder if this could have also been one reason for the A/H action?
https://www.detroitnews.com/story/news/local/michigan/2024/09/23/dmc-hospital-starts-new-gene-treatments-for-blood-disorders-sickle-cell-anemia/75346376007/
Looks like this interest in INTC( from QCOM & Apollo) might be the much-needed push Intel needs at what must be rock-bottom for the company. Will probably be other suitors waiting to pounce too. Can't get any worse anyway, so maybe(just maybe) brighter days ahead for this fallen angel.Worth the risk/reward at these present prices, correct?
I assumed they must've filed the Q2 financials when I saw the pop,but I suppose that will also be coming soon. One thing at a time,go BLUE.
Oh thanks for that piece sr, missed seeing it! I thought maybe they filed the June quarter financials.
BLUE (0.64) up 31% spiking in A/H,don't see any news,maybe they completed their filing dues?
This article will be of interest for believers in sickle cell gene therapy & BLUE.Hoping for that kids treatment to be a success,even if our investment in the company doesn't pan out. Money can always be made elsewhere, but relief from this horrible disease will be huge.
https://www.nytimes.com/2024/09/16/health/sickle-cell-gene-therapy-kendric-cromer.html?unlocked_article_code=1.Mk4.G6Jx.YEbBz53pCfq5&smid=url-share
NNE & SMR have already had their pops,waiting for OKLO to go big next. I'm betting on OKLO with the names of Sam Altman(Chairman) & Cathie Wood being associated with it. Also, not sure why you said OKLO has debt?I don't think they have much debt though.
Yes,the key part I believe is "sell the power to Microsoft as the company searches for energy sources to fuel its AI ambitionst".So basically, if Microsoft is lining up for nuclear energy for AI, there will be a rush for nuclear energy from other tech giant AI players too. The AI thing (call it hype or call it a necessity),is just beginning. So the SMR (small modular reactor) companies(like NNE,SMR,OKLO) will gain prominence in the next few years. These take time to build and actually produce nuclear energy though.They are all a few years away to start output,but nuclear energy is definitely the future.
Reopening of Three Mile Island news probably was also part of the reason for OKLO 27% up move on heavy volume on friday:
https://finance.yahoo.com/m/56b3062b-d182-3084-92f1-e008ded54a1f/three-mile-island-is.html
There's a 4-page document which comes up, 2nd page of which says this:
ALL HOLDERS OF CLAIMS OR INTERESTS IN NON-VOTING CLASSES THAT DO NOT ELECT TO OPT OUT OF SUCH PROVISIONS, BY EITHER PROPERLY AND TIMELY RETURNING THE ATTACHED OPT-OUT FORM, SUBMITTING ONE
THROUGH THE E-OPT-OUT PORTAL ON THE CASE INFORMATION WEBSITE, OR FILING AN
OBJECTION TO THE THIRD-PARTY RELEASE PROVISIONS SET FORTH IN ARTICLE XII OF
THE PLAN, WILL BE DEEMED TO HAVE EXPRESSLY, UNCONDITIONALLY, GENERALLY,
INDIVIDUALLY AND COLLECTIVELY CONSENTED TO THE RELEASE OF ALL CLAIMS AND
CAUSES OF ACTION AGAINST THE RELEASED PARTIES AS SET FORTH IN ARTICLE XII OF
THE PLAN
so it isn't just me not understanding then 😀. Copying the question here, hope someone knows what it means:
OPT OUT OF THE THIRD-PARTY RELEASES CONTAINED IN ARTICLE XII OF THE PLAN (FOR=OPT OUT, AGAINST OR ABSTAIN = DO NOT OPT OUT)
Board Recommendation:
None
For Against Abstain
Cj...what's that Opt-out vote thing that we get a vote on,don't really understand what it implies? Thought you might know.Thanks
OKLO(7.10) looking good in PM, watch this one!
Am a believer in OKLO too.Admit that the names Sam Altman and Cathie wood are a major part of the charm here! Have high hopes on this company.
Not that I fully understand what LUNR does, but get the idea(from their website) that they supply space products and services to support sustained robotic and human exploration to the Moon, Mars, and beyond. Basically, provide communication and navigation services to aid NASA & space exploration. As I see it, satellite data generation/analysis of space is where the main attraction lies. And yes, I believe Spacex launches them into orbit.
Remember LUNR's 'Odysseus' issue in Feb this year(the first lunar landing ever by a commercially manufactured and operated space vehicle) which had tipped over at the final point(the mission was still said to be successful though)?
For me,it's the exciting science of space that has me interested since I love the 'story' stocks! Got only a small position(avg 7.82) after the news broke this week ,will see how it goes.
Wonderful! You must be green 100% on LUNR now. Finding this company interesting in a thrilling sector.
I'm aiming for double digits for sure.
LUNR anyone in this huge 17% uo move today.They had great news 2 days ago about NASA contract.
https://finance.yahoo.com/news/nasa-awards-4-8-billion-211636090.html
LUNR action restarting,this second move will be more trustworthy
feels like they are finally getting their act together.Good luck to us longtime believers
GEVO 25% up and no one talking about it.Remember those days when this used to go nuts! Go GEVO!
added BLUE also,tad below 0.50!
This was expected I guess.Hoping this is the last of the negative news.Good luck to all
thanks for that info.
They had 200+ million cash(end of Q1 2024),they had raised cash $125 million last Dec 2023 after Lfygenia was approved. Do you think BLUE will need to raise capital again?
didn't have much action in A/H though. They should've released this news on monday morning instead of late friday.Let's see what BLUE does monday.Good luck to us.
Finally! BLUE completed the restatement of its consolidated financial statements for the year ended December 31, 2022. Hopefully now we get back on track.
https://finance.yahoo.com/news/bluebird-bio-announces-completion-restatement-204100078.html
TNON- was a 1:8 RS last week
SDST($12)-up 20% today,anyone watching?It's a lowfloat Lithium company.
NVDL also,up 12% today,sold at $53, easypeasy,on the back of NVDA!
OKLO(5.59)-after it recently went public in May 2024,started off as a trading stock for me (when it was in the $10-17 range). This nuclear fission technology Sam Altman company has now become one of my favorite longer term stocks, especially when it dropped below $10. I'm in the red now (avg around $8) & have still been adding to my position.Admit I'm early in this,but really love the company of the future.Would love to hear any feedback on this(both +ive & -ive)
Positives:
(1) Nuclear energy will be the next big thing
(2) It's a Sam Altman company(Chairman)
(3) 33.9% of company shares under long-term lock-ups by Chairman, CEO, COO and AltC Sponsor
(4) Barron's mention this weekend edition
Negatives: Still few years away from production
Few recent links:
Aug 2024 company presentation : https://s203.q4cdn.com/103172959/files/doc_financials/2024/q2/Oklo-Inc-Q2-2024-Company-Update-Presentation-August-2024.pdf
Q2 Shareholder letter: https://oklo.com/investors/overview/default.aspx
NVDA/NVDL-have been adding lots of NVDL last few days(have a teeny weeny position in NVDA).
value,sorry if I disappoint you(and this board),but I don't really dissect the ER numbers of companies(maybe because I don't fully understand the nitty gritty info in the filings,but more because I'm more into the 'story' behind a company). I like C3ai because it's a cheaper way to be in the AI space and also because of the repute/history of the CEO who's been behind many successful companies. C3ai is a volatile ticker, so make sure to trade the ups/downs accordingly.If nothing else,it's a good trading stock.
AI- added a few more @ 18.55 in PM on the drop this morning.Hope we aren't too early on this one!
AMDL should be a good one,adding to my WL for entry.These days am focusing on the leveraged single-stock ETFs( SMCX,NVDL,MSTX) of the companies I have faith in. New strategy,so only time will tell if works or not!
AI-C3ai, anyone think the 16% A/H drop on earnings a bit overdone? Earnings looked good enough and the highflier CEO Tom Siebel sounded upbeat on cnbc too, so what gives?
NVDA heard Cramer say that too(that the company did not get a subpeona). Strange that quite a few articles spoke of the subpeona. Even if it turns out to be fake news,the damage(to the stock) has been done,temporarily anyway. In spite of DOJ/antitrust or whatever, Nvidia is here to stay!
did you mean 150 for NVDA or NVDL,lol? I think NVDA will be 150 sooner than that timeframe(it was around 125 even recently just before their ER, nothing changed since then, if anything should've been steadier).Don't think this DOJ issue will be much of a dampener. But who knows,let's see.
NVDA/NVDL-started nibbling at both last week,added more to avg down on this evenings DOJ subpeona news in A/H.In both NVDA & NVDL, small position though.Will need to free up cash tomorrow to add depending on action. Playing dangerously,lol!