$1MM or bust
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Amazon coercing 3rd-party sellers to use their logistics service:
https://finance.yahoo.com/news/amazon-makes-harder-sellers-avoid-191604721.html?.tsrc=fin-srch
They plan to subsidize their own entry into the logistics industry by forcing 3rd-party sellers pay a 20-30% premium over other shipping companies.
Agreed, Amazon is bluffing. They already got caught bluffing once.
Based on the CEO's long history of acquisitions to achieve economies of scale, I think we can expect similar actions because, as Amazon can surely teach anyone, scale and market share are the keys to industry dominance, especially in transportation and logistics, a highly competitive industry. In Economics 101 you learn in such industries that success is all about scale. Amazon is currently attempting to dilute the industry by going small and wide with delivery startups through its delivery service partnership program, and I believe the appropriate reaction for industry participants is to unite against Amazon's interference via mergers and consolidation. The weakness of the usurpers is their nature, they are small and inexperienced. The correct defense is to go big and deep by increasing scale through industry consolidation and vertical integration. Thus, industry players will wield greater control over rates, more bargaining power, more market share, obtain larger and longer contracts, and defend against this incursion by squeezing them out with the stability, superior unit economics, high concentration of expertise, and coverage a consolidated operation offers.
I bought in here because I think pessimism is very high for an industry and business that has a very positive outlook, the OS has not shown any signs of diluting for the few months I have been tracking it, and there have been signs that some among us are very confident in this business so that an "investor base" has been possibly established. This is basically a necessity for an enduring appreciation in share price, since such a base acts as a node to which the market is attracted as celestial debris would to a gravitational center. An investor base usually comes with a "price base" (think surface pressure if you follow my analogy) of which I think the share price is currently in the neighborhood. The CEO enthusiasm and neutral to positive Q2 report is a bonus, but I am more focused on developments in the future which may buoy the share price. If one thinks about whether the future contains more events that are either positive or negative, it is fairly obvious for any delivery company in the COVID environment there should be many opportunities for positive developments. What negative developments exist are limited to the company and not the environment or the product they provide, COVID nor the fear of it is not going away soon and delivery and logistics will not be made obsolete any time soon. The business is sandwiched between having a desirable product and having a great operating environment. It is my expectation that these positive pressures will by some form of economic osmosis permeate through the company. In such a case, time is on your side, and it is always a good thing when time is on your side, working for you. I believe there is a strong chance that is occurring here.
Given that Walmart just reported their eCommerce business doubled last quarter, it's rather silly to think that demand for services that TLSS provides didn't at least double as well. I expect the rates for their services have increased to the point Amazon figured out it needed a different solution to make any money, they barely make any on their ecommerce business anyway. I think the tapering growth in their cloud business is putting pressure on the main business to make money. Wouldn't be surprised to see them crawling back, however, because they're trying to drop prices by encouraging new contractors via their Amazon delivery service partnership, and offering financing for that, but that just seems desperate. The new partners are going to be complete newbies and will certainly cost Amazon in other ways. Overall, we are in a great climate for logistics services, there shouldn't be any pessimism about TLSS's business prospects, and everyone seems worked up by CEO, but I am much more excited about the absolute frenzy of deliveries heading into the holiday season and the impact on the business. I don't think any logistics company is prepared for the ecommerce insanity that is going to arrive.
derivative liability = energy price hedge?
OS increases every week: steady dilution here - any hope for this dog?
How many oil tankers does this company have?
EWLL Trading Halt on E*TRADE - News coming?
They will most likely get some funding - 1/20 of that is $150 million! expecting some news!
Announced it in the PR today - consider using other resources besides iHub for your news regarding companies, they don't publish disclosures and PRs consistently. I use a mix of sites.
https://finance.yahoo.com/news/geovax-present-world-immunotherapy-congress-140010553.html
Announced it in the PR today - consider using other resources besides iHub for your news regarding companies, they don't publish disclosures and PRs consistently. I use a mix of sites.
https://finance.yahoo.com/news/geovax-present-world-immunotherapy-congress-140010553.html
Update on COVID-19 vaccine coming during presentation next week
Doesn't matter anyway - float is a few million to several million and valuations mean nothing when every coronavirus stock in sight is being bought up and pushed 10x. All GOVX gamblers have to do is wait until the average joes are panicking out of the TSLA, DIS, AMZN stock in their 401ks to dump their lifesavings in this while the big players rig the price up to multi-dollars.
RIGHT
It was about 250k shares after the RS per the 13G filing which was based on share count pre-RS. Then raised 300K at $2/share if iirc, which brings it to about 400K. If there has been any subsequent conversion it hasn't been enough to increase float above 1million - there simply hasn't been enough shares traded.
It was about 250k shares after the RS per the 13G filing which was based on share count pre-RS. We haven't had enough to volume to get the dilution you're talking about. I estimate the float to be 500K - 1million
You don't know the share count.
AH PR leaked -> end of day buying
AH PR leaked -> end of day buying
Market just put a $1B value on COVID-19 vaccine - see $MRNA moves AH.
OTC stocks only exist to legally rob people
what an absolute scam
What an absolute POS stock
$6 billion dollar company only has $4 million cash.
Offering coming soon.
I saw that. Apparently the son or relative of Michael Krafft, https://www.starclippers.com/us-dom/press-releases/100-mikael-krafft-the-man-behind-the-dream.html
here he is in picture
http://starclippersblog.com/2009/09/star-clippers-is-a-krafft-family-affair/
Love SHIP's response to NASDAQ notice:
"We intend to cure the deficiency"
Sounds pretty intriguing!
Funny you mention it I just bought their Aug 16 options.
Their fleet is HUMONGOUS and Howard Marks of Oaktree owns a whopping 40% of their equity! Holy moley.
Iran has seized a UK flagged tanker
UK flagged oil/chemical tanker STENA IMPERO doing something interesting at the moment. It's port is the opposite way of where it's heading, and it's heading directly for the #Iran|ian island of Qeshm.. 🤔 pic.twitter.com/F6Mjd8AnvI
— doge (@IntelDoge) July 19, 2019
UK flagged tanker seized by Iran
UK flagged oil/chemical tanker STENA IMPERO doing something interesting at the moment. It's port is the opposite way of where it's heading, and it's heading directly for the #Iran|ian island of Qeshm.. 🤔 pic.twitter.com/F6Mjd8AnvI
— doge (@IntelDoge) July 19, 2019
UK flagged tanker seized by Iran
UK flagged oil/chemical tanker STENA IMPERO doing something interesting at the moment. It's port is the opposite way of where it's heading, and it's heading directly for the #Iran|ian island of Qeshm.. 🤔 pic.twitter.com/F6Mjd8AnvI
— doge (@IntelDoge) July 19, 2019
Iran has seized a UK-flagged tanker
UK flagged oil/chemical tanker STENA IMPERO doing something interesting at the moment. It's port is the opposite way of where it's heading, and it's heading directly for the #Iran|ian island of Qeshm.. 🤔 pic.twitter.com/F6Mjd8AnvI
— doge (@IntelDoge) July 19, 2019
Iran has reportedly seized a British tanker STENA IMPERO
UK flagged oil/chemical tanker STENA IMPERO doing something interesting at the moment. It's port is the opposite way of where it's heading, and it's heading directly for the #Iran|ian island of Qeshm.. 🤔 pic.twitter.com/F6Mjd8AnvI
— doge (@IntelDoge) July 19, 2019
Another day, another rise in the BDI
80k shares on the bid
Massive bid at $4 - 64k shares ~ $250k
Iranian drone just shot down. Next 24 hrs will be interesting.
BDI up again. GE offer will not be accepted.
That's a conga line of bulkers! BDI up again!
According to the fins, shareholder equity is $650 million. Which basically is minimum valuation on what GEs offer should be, I expect. That's near double the current market capitalization. I fully expect the committee to reject his offer.