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Pijoe, you know I am more complete than pure tape.
Why say such a thing?
It should be obvious I only read the tape of equities I have reasons (which inherently makes me more complete) to beleive may merit a position.
I shared something that I saw (and I included the caveat that I hadn’t been watching it closely—-I called it edited” for lack of better wording.)
I’m a bit disappointed in your reply...
I know my history speaks for itself;...and I’m not referring to accuracy...
Don’t understand booring and pointless?
By my calculation it’s going to take $15.7m in new money to facilitate trade. K. Got it?
Do what you wish! It’s your money!
Then one day, Maybe ask questions?
Robot. What is your basis for holding/buying?
I clearly stated my tape read (which was edited)...
That and all the other opinions I’ve shared over the years here...not worth repeating...you could find them if put a little time into it.
What’s your basis again?
My money? Yes it is.
My loss? You realize, what it would take anybody to match my return? roughly a $15 price - if they had an avg $1 entry?
What if I’m right in 3 days?
What if I buy at $6 and it goes to $9?
What if I buy something else and make more than here?
What if I lose somewhere else?
What’s your basis / opinion? Other than my money...I’d like to know why your concerned about me? I just want to know about cvm and why it’s good you in your opinion?
The above should eliminate your concerns.. &...your basis is?
I disagree.
I don’t know that I enjoy gains?
Don’t want to stop trading either; it’s been a motivation to self educate.
I would love serve humanity via a charitable avenue like my time...getting closer over time
No questions is perturbing.
Here’s an answer; I have not been following extremely closely here.
Let’s just say my tape measure was rusty...Better yet would be to say my tape measure was edited randomly (don’t know what I missed)
But when I happened across a moment I made my move...becuase of the hysteria I held a 20% position for momo...and said I would sell upon tape. (Let me remind you my measure was random and not full watch) I saw a massive sell. Massive negative read. Was there even more massive positive sign prior to counter it? I don’t know; but it was more than 400 times the read I made my decision to buy.
This isn’t free advice unless you know how to use it.
I just sold out
It’s been a long time for the both of you...you guys have hung on this forever....for your sakes I hope it hits $20 so you make some a little profit.
Personally I sold out 80% position at 4.10.
I took a medium size position at $3 last week based on tape.
Sold today based on tape.
I Kept 500 shares (which is really rare for me based on my philosophy of the market)based on the fact at this stage my skill set has little to contribute... it’s been years since I held a position of hope.
I’ll also say something I’ve made clear I don’t like when people say : good luck.
FYI; I’ll drop those last 500 shares a moments notice if tape shows the slightest increase in what I call a “bad read”
Hello, long long long time. What’s next, finally an interview to see how far one has developed?
I’d like to think I’m ready, but mslp no idea
Now seems like a good time. Tape says enough liquidity for a flush, but I’m not waiting...
Will entertain more based on material info as becomes available ; and tape in event of flush.
I have nothing to say regarding your post at the moment....
I’m just thinking and sharing and haven’t developed a plan of action.
I think that there has been a complete disconnect between the players in the market, how it functions, and reality. Value systems both moral and monetary have more than just shifted.
The credence given to charts and history may become obsolete (if one wants to be profitable?)
Perception is reality in certain arenas of thought....and for good reason.
Here is just an example of chaos; I’d advise to just contemplate it best one can...it’s just words laid out...
First I must make it clear that more and more of the participants beleive in manipulation and that the world is more unsafe than ever. However; most all participants do not Respect their own ignorance...this is demonstrated in the lack of foresight and dependency on history to rationalize. One might as well print Nostradamus as science....
And another chaos: oil gains/retains stability. Us economy slows (why? Sections ** following later if I get to it). Oil rises(but you ask? With the current #s and a slow down in overall growth you can count on less demand...others countries have become less dependent on both our consumption and investment ((protectionism’s clearest fault.)) us oil could rocket up in the anticipation of internal failure as a mechanic.)
I’m incapable of finishing and maintains any sort of organization to continue...mind is going a bit fast
I’m looking into idea of selling oil via options and simultaneously buying gold in late spring to early summer.
As a note if i haven’t told you before....i don’t vote....I consider myself unqualified to make any vote other than the purchase or sale of an equity when I do such (ps the only qualification I have to do such; is capital...nothing more / nothing less....and that too comes with grains of salt.)
One thing that tips my brain about space,
is ; that life was born zero sum without it
I am a firm believer in continuing to learn and grow.
We can learn from anybody and everybody, but sometimes certain things that come from people who are the elite of their craft can not only give more substance to an idea, but it can also help in articulating ideas that some have yet to imagine let alone grasp.
Below are few quotes from a favorite of mine: Jürgen Klopp:
"I love winning because of winning and not because someone else has to lose”
“I cannot take a personal boost from winning and thinking they lost. I am not like that. If people think like that and gain something out of the fact that we will not win the league, I feel for them.
“I cannot use them for motivation because they are not people I am interested in to be honest.
“It is a waste of time for me to think of anybody losing something. If you win it, you win it and you deserve to. Congratulations, carry on. That is how I see it.
And in another setting he said:
History has always shown that when we stay together we can sort out problems. When we split then we start fighting. There was not one time in history where division creates success
I’d take the $3m...I still don’t understand the spreadsheets at all. No understanding of their biz...and I management, in my opinion is pathetic too date.
I don’t think filing is nothing more or nothing less than obligatory.
Seriously no flags waiving....one might say they are surprised I’m saying that, but that’s what I see.
When I first saw filing head i expected ...more or something....it was nothing.
Especially becuase of trade signal I saw other day, but it disappeared really quick (less than a day here is not normal). At same time it did not become negative either. It was a “fair market”
Just thought I’d share what I think I can contribute.
Today it appeared that the 2nd and 3rd part of a 2 part (a buyer and a seller) trade was crossed.
If anybody wants to help me develop this skill and learn it themselves???
Tell me what I am saying or ask? But hypothesize, guess provide simple thesis as to what I am implying?
But demonstrate effort....and we will find a way to learn it out...
But, either way, I will post in 5 days my trade, how it changed/adapted, how it concluded (i assume it will one a present of state.
But, for payment, I will no longer publish public going forward.
You don’t know result.
You don’t know if it’s real insight.
You can get the info for free (ie this case 5 days)
You don’t know if you even get it.
Why?
Chicago. West. East.
Bts2400 @16
Chicago @000001
Don’t have slightest idea how to interpret this transaction....
All I can say in regards to precious metals is I sold my ngd position last week at ~avg 1.10
I also sold my chk position....
Looking for repositioning in oil as we speak...starting to add back massive stake in shlx
Jeez, well I’ve sure missed a significant opportunity to learn here...I still never examined yours or others analysis...or for that matter created my own...regarding the study.
Maybe time will allow me to do so soon...it appears overwhelming from the outside though.
On a personal note. My signal fell apart after coming back down to 2.80s a second time in the day. It forced me to exit.
Agreed. I’m a firm believer in data retrieval at minimum. Remember our Elon musk investor conversation??
The added bridge $ participation is a qualifying metric for me.
Then add buy signal.
My buy signal outweighs all my thoughts, opinions, ideas....but when it fits with no clear absolute no it is even more reliable.
Tape strong.
Management still sucks though...
All else open to manifestation
Government subsidized valet...lol.
Tape showed me something....I’ve been busy and haven’t been closely tape reading, but I haven’t seen what I saw in a long long time...
Nope. Didn’t know and don’t care.
I’ve shared my compilation of thoughts here....and I know I’m not the smartest...nor the most ignorant.
But I trust my buy signals!
Buy signal
I appreciated the conference call transcript. I missed the call...
Some positive things were notable:
The Chinese oil market alienation.
The brazil market ... they survived story.
Stabilis assets (these aren’t proprietary or goodwill)
Current administration is conducive; all others would be even more...
“Contemplated”
Bill with Tieton Capital.
Negatives:
George with iss Florida (who I think paid a premium for a predicament he created)
Why not take company private at 1.50 or even 1.25? Aerial bailed somewhere between .60 and 1.50. (Obviosly could have been tax transfer positioning??...or other) but none the less a willing liquidation point.
Now look at areil movement: big buying ‘2017 to 2018. Is this a bet the think they got wrong? Was the premium to repurchase position prior to tax losses had added value such as position size, liquidity, going forward (you see how same thing is interpreted both negative and positive?) assuming it is of one nature or the other: what could you numerically assume on both sides?
A random investigation: warrant exercise: 500k shares @~ 2.85 =~ $1.5m
If no modifications...“Holders” would relinquish 0.4% ownership for $1.5m cash.
Other random notables:
Management
Management (last time pps reprice to $2.17 common was $1.50. Risk is maybe jch said he complied and complied and now its pps is truth and %stakes were created under new environment.
$5m min block trade size
And more...
I’ll try again: Interested in what you are trying to say.
Maybe if I knew more about Walmart I would understand...clarify analogy?
Semantically, what you said could not be more untrue without a better understanding of your thought.
Please explain or guide me where I could inform myself to participate in conversation
No. I’m sharing my thoughts about cvm and market for discussion purposes.
I like to be convinced otherwise...maybe you or anybody will share an idea that will change my perspective or further strengthen it?
In regards to cvm, I didn’t buy..
In regards to market, I bought hand over fists...
Nobody shared anything and all the internal contemplating I did only enhanced my beliefs. And I acted on them
Lightrock...I’m visiting AI before human...again...or vice versa...So, I think cvm success is tba in the future...
I think prior institutions were a bridge to black rock to assets without limitations of participation in offering and the following transient time. I do think price was transferred in $1.20 range.
Price appreciation in the moment is nothing more than the mind set that manifests itself based on price movement. I would never short due to mechanics, but have zero interest in buying right now at this price.
Current cvm participants are who they are...the better one can understand this, the better one will do in the market.
And ....the same can be said for broader marker...
People trashing trump, bears in the market...trump playing the pity card and market tanking.
So....what was the price of market when trump began his tirade about “market all time, economy best ever?
(Those that follow should remember when I connected the idea previously of musk and tsla....if you don’t ask and i will guide the best I can and you can make your own conclusions...)...back to market/trump as comparison...
What made trump says these things (just like Elon did)? “Did the price make create his words?”
Then look at reality:
Do corporations have more money?
Do individuals?
Do you?
This is called “a Elon musk”.
My portfolio is:
Gold via ngd at 4%
Shlx At 70%
Cash 15%
Foreign gold/ current - rio At 5%
And a mixture of outside ideas/cash at 6%
I’d be long the market if It made more money consistently than i do...
For some price is a symptom, for others a basis, and others a limitation....but market reality is found within the participants. (Just read bullish news...then just read bearish news...then ask yourself what do you beleive? For gosh sakes there’s analyst for everything...just ask yourself...did pres take recognition of economy and stock market becuase reality or price???
Personally i think cash has yet to hit the market...only question is can it substantiate the anticipated run 50% from here??!!?? I think yes (maybe a little influenced by my own results???...). There’s sustained growth and more cash to be wasted....
Ps, ask away...and I’ll answer
No. And you know that. But I also think you know who says what...the market.
The monetary value of life has its own market.
Well said.
But now I’m hurt, I thought you were serious when you said you were my biggest fan.
Again, well said! I’ll borrow that statement (it’s not the nature of the day...), if you don’t mind.
It’s a well put way to articulate; and very comprehendable at the same time.
I may yet have an opportunity to employ my visions, but the skill to minimize outliers and contain focus are things that still need massive growth to attain said opportunities on a grander scale.
Thanks for your contribution
Angry? No. Was being sincere and trying to make sure it didn’t come across as angry or demeaning.
Holidays:
Valet busy
Home busy
I’m tired
Just mentioning the importance of putting effort into thinking, and considering reality.
Ps. My mom hates trump and also hates when people say “happy holidays” vs “merry Christmas”...
I wish you well!
So he’s one of 150k people globally to have this certificate?
That’s impressive.
I’m a valet; no wonder you can’t follow....they dont give out certificates for that...
Maybe that’s why drives me? I want to be recognized and get a certificate...
As I’ve memtioned multiple times over the years; just ask a question. I’ll do my best to reply and explain. (I’m being sincere this sentence)
I don’t give out certificates though....just name badges.
And the entirety of this post is truthful; anybody who knows me...knows it is.
Well, your thinking...good for you...that’s all we all can do...
Actually, in this case I do. Good for you on the license. So do follow or create ideas? I’ve yet to meet a CFA that could keep up with me....that’s not saying much though?
Is capital “A” for advisor or analyst?
Here is a hint that is probably impossible for anybody to understand...and thats exactly why I’ll post it.
I’m excited about leaving investing in ticker “CVM” sometime in the future based on the sole premises of black rock position in realtion to timing of the companies lifespan & share structure.
Ps. I’d advise learning to do basic tape reads of equities with similar adjectives that black rock retains similar position size in relation to peers, %ownership, hard asset value, commonality is hard assets....I suspect without even looking that you are unable to learn to read it or won’t allow yourself to learn becuase of the undesirable message it tells you.
I’m going to side with the both of you. And point to one of my more recent posts...
The cheerleading of precious institutions has stopped, albeit becuase they sold.
Recent positioning suggests that somewhere between $1 and $2.50 there is reason to believe that hard assets would suffice even after a total failure of phase3. (My personal guess is $1.25 range)
Does anybody know off black rock position includes warrants or is it strictly common?
Ps. Intelligent investor shorting at $3 comment holds no merit alone. As in zero, none...
Volume or lack of does not lead to conclusion institutions not participating...it does however say they aren’t at current price...so one should expect a fairly large directional move sooner than later....which means inherently means the price is in no mans land with you combine the prospect that the previously cheerleader hedge funds bridged the timeline to sofisticated entities that can actually utilize the assets in the event of failure.
I would hypothesize black rock mechanically trading their position , but we could potentially hypothesize further if we knew whether they have warrants as well. Anybody know?
Here. You can write 2m words or more and more as long as you don’t accidentally hit submit, or your device freezes...and nobody posts...
This demonstrates how people want to gain without knowledge and a mentality of as long as I’m winning.
Reality check; life the world does not work this way.
More importantly it’s symbolic that nobody even knows what success is or what they would do with it.
Without that, what is the purpose of being the most intelligent species?
So, I took back 10k at .85 yesterday (no you can’t find the trade becuase I’m am purposefully unorthodox.)
I was actually thinking of selling it today for a loss and be more patient (i am guilty of being over eager at times), but decided to not be greedy and hold just in case. I foresee a deer in headlights trade presenting itself in very near future (which means I can buy all I want and nobody would even know - you wouldn’t get the methodology, nor would you be able to see (no chart or volume would expose it)....but a deer in headlights trade inherently caps my return while demanding more patience and extremely more risk. Therefore I held out of hope for something else to take place....and it may have (note I’m only risking a 10th of proposed position size, but with same expectation of return.)
Here I will give a scenario and then I will destroy it, then build it again....for the sole purpose to demonstrate that almost nobody has any idea what they are doing...they hear what they think they heard, they see what they think they saw, they waste time thinking about useless information and neglect what is...
This scenario will only entertain a “way” to interpret “one” mechanic.
: price falling rapidly. Yesterday people sold. Today market opened low and retracted against a “short” with a stop loss. Open low and go up....(thus forcing them to buy back). A “long” could use this forced buying to sell. So now the short is a Longs best friend. But then what if there is a much larger buyer who uses this scenario to accumulate....bla bla bla...it’s akin to saying he was manipulating, but he was more...”wait, what does that have to do with the stock?” (Waste of time by “itself”.)
It’s a sole market mechanic.
Know you bet. Know your participants. And know you can be wrong.
Almost Nonody knows the bet. Some know the participants (but clearly not very well), and most look at failures as a “data point” (Another waste of time by “itself”)
There is a chance of incredible news here that coincides with the real bet here to make the share price do unfarhomable movement.
——quick outlay (hypothetical):
Short position swapped 120k via arbitrage close of inside against people who think they are smart.
China USA goes well borderline really well.
Meyers settles at ~$2m or less of disputed portion
Brazil lands new contract (honest - imo it’s post delivery)
Price crosses 3, and aeti takes warrant capital for additional $. Fully diluted in play with premium being paid in one form or another for extinguiship of all equity ownership but common.
Essentially one could buy ~18% company for $7.5m. Valuation ~$38m.
Company just sold asset that was losing them money to secure those that do profit.
The
Company paid off its debt that at one point surpassed its MC? While leaving them with “cash.”
Add some players and off to moon!
Vs: why liquidate us asset? Was it the only redeemable asset?
But remember, management.....for the risk; that position is simply too cheap.
I poke people from time to time to get attention and hopefully guide them to think for themselves and investigate for themselves. As much as reality is reality it is only momentary. Was it minutes, hours, days, months, years ago or “a moment”????
Is my portfolio up 400% on the year from trading, posting, manipulating, investing, or luck? You see all these suggest motive....not reality (even if it was it would only be momentary...). It’s a fundamental flaw in modern humanity.
If I want to grow an orange tree? What do I do? Vs what do you do?
If there is information available...what do you do? What do I do?
All I can say is , I’m not even close to being great, but I do not waste a moment in time contemplating motive. I am heavily subjective (how does one become / increase odds with a subjective approach?)with enough objectivity to be a safety super hero cape.
Ps. Example. I don’t vote. I consider myself uniformed, subject to news/media stupidity (not distributors (that’s a business), Rather the contributors), a very subjective person, and a belief human is good....put it this way I wouldn’t post if it didn’t help me (by no means do I mean financially). I have weakness too and am imperfect.
We are just talking about one version of success. And I am sure success is measured differently except when it’s in the moment..moments are actually reality!
Interested in what you are trying to say.
Maybe if I knew more about Walmart I would understand...clarify analogy?
Semantically, what you said could not be more untrue without a better understanding of your thought.
Please explain or guide me where I could inform myself to participate in conversation.
Correct. Clarification never hurts. We were making the same point...The way you worded it; it didn’t seem clear (to me at least)...
Based on what is your opinion?
Price?
Assets?
Xi- trump?
Xi- trump- new Brazil pres?
Estimated $4m cash profit?
Meyers?
Jch?
Chart?
Ps. Thanks for your buying price target
I think you missed my point or I missed yours....I think I said more than you realize about your version of “futile”.
Do you know what was futile,presumes? Maybe another way is to say do you what was NOT futile?
This is very relevant
I said shining was tanking?
I meant my gem made the move, even though it scared me out of an additional 70k shares I did well and moved as expected and I didn’t get toooo doubtful within my own space...I mentioned this becuase of irony i was worried would show itself to me...
My gem finally shining...
US assets gone. Suits dropped without prejudice allows clawback (highly unlikely), but more than likely demonstrates the suits created more self harm than anything in a respective parties.
Pps trades at liquidation level including Brazil subsidiary being lost to failure of debt payment (all assets in Brazil are secured via ~$300k usd loan to former ge exec (side note a potential fit for board seat at bomay - this is important) or to a cannibalized effort by CNPC upon its entrance into Brazil.
As aeti is chairman of the board...a familiar face may be most prudent or problematic??? Could he fit (Brazil/ former ge exec)...outside looking in from where I can see; I say yes.
There is a centralization of assets and accountablilty occurring while simultaneously increasing flexibility.
The question is who is playing and how well they play?
I don’t think The Who entertained my positive long side....they’ve inherently created a ~$15m buyout price without any competition. Now add 1 or maybe 2 competitors. You have implemented a minimum $1.20 bid on common after preferred utilize rights.
The quick negative is the negative clear paper displayed without any insight and that puts us at .45 share. A cross 300% is typical in failure leaving us with an inevitable visit to .15!
This scenario is paved out accordingly... suits dropped as self harm
Brazil subsidiary is lost completely.
Bomay is relinquished at $10m....$5m to jch based on preferred rights and the other $5m divided amongst 9m shares common fully diluted...
I will retain my 50k position, but will wait for teens before adding further.....
If simplify my statements I Will undoubtably come across pps should drop but is safe over course of short time frame ~6 months or less barring material info.
I prefer to lay my thoughts and allow those who wish to investigate do so, question and grow do so, and let reflexes fly like Japanese beatle....