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funny as F@*!
MLR whats the percent chance of this being a scam?
AAOI conversion price on the new bonds is a bit lower than I expected, I was hoping for around $16.50, but its $15.25.
Murray, So happy that Youtube has the whole JOtis concert. Just a great show. Sure wish I coulda been to one of those live.. but at least YT provides me with the second best way to see it...
.. and btw, I was around (and participated) when Punk was a lifestyle and not just a genre. Now, I am not really comparing or equating those two AT ALL (punk and Blues).. but it was fun for a the few years I was 'involved'.
Delmar Evans with the Johnny Otis Show - I Pity The Fool
AAOI I bought back half of what I sold for $12.70 (I had sold a total of just over 40%)
Vigon, Bamy, Jay - Feelings
Tom Petty - Crawling Back To You, live
AAOI that's what it looks like to me.
DRCT we still all luvs you LarryB... Now go find us another DRCT ... and pronto!
CSPI partners with Logitech as they add AZT PROTECT to their portfolio of offerings...
ARIA Cybersecurity Partners With Logi-Tech To Protect Australia’s Critical Infrastructure From Growing Cyberthreat
Nov. 28, 2023 3:00 PM ETCSP Inc. (CSPI)
Leading Australian MSSP launches new managed Security Operations Center (SOC) service for IT and critical infrastructure customers
BOSTON, MA / ACCESSWIRE / November 28, 2023 / ARIA Cybersecurity Solutions, a CSPi business (NASDAQ:CSPI), has launched its AZT PROTECT™ solution in Australia via a partnership with Logi-Tech, a leading local managed security service provider (MSSP). By adding AZT PROTECT to its portfolio, Logi-Tech can offer a groundbreaking service for protecting critical applications in operational technology (OT) environments such as manufacturing, mining, and government.
Logi-Tech's new managed Security Operations Center (SOC) service is based on a combination of the ARIA Advanced Detection Response (ADR) AI-powered SIEM solution and AZT PROTECT, providing a unique managed service for both IT and OT customers in South Australia via its SOC 2-compliant data center. These services are offered 24/7 by the Logi-Tech SOC team - supported by ARIA SOC analysts - to provide round-the-clock security assurance and the expertise to quickly resolve security incidents.
Logi-Tech onboarded ADR and AZT PROTECT in a matter of hours with minimal training, allowing it to get up and running with its new managed SOC offering without incurring significant cost or delay. As all data is kept within the SOC 2 data center, Logi-Tech ensures that no sensitive information is sent outside of the country, meeting data sovereignty requirements.
Protecting Australia's Critical Infrastructure
Offering the AZT PROTECT managed service will enable Logi-Tech to meet demand in response to recent Australian legislation aimed at protecting the nation's critical infrastructure from cyberattack. Australia's Critical Infrastructure Risk Management Program, which came into force in February 2023, requires companies to undertake new responsibilities to protect their critical assets, including the mandatory reporting of cyber incidents, and ensure data sovereignty.
According to the Australian Cyber Security Center, critical sectors such as government, healthcare, construction, manufacturing, and utilities were among the top ten sectors targeted by cyber criminals in 2021/22. One high-profile recent attack involved telecoms company Optus, which suffered a data breach affecting almost 10 million customers, representing about 40 per cent of the Australian population.
"Companies across Australia that operate critical infrastructure must ensure they can respond to the rising threat of cybercrime and comply with new regulations - but they often lack the skills and resources to do so," said Peter Moore, Managing Director of Logi-Tech. "The ARIA solution was therefore the perfect addition to our cybersecurity portfolio, allowing us to address high-value customers across multiple vertical industries with a best-in-class solution."
Unlike leading next-generation antivirus (NAV) and endpoint detection response (EDR) solutions, AZT PROTECT is custom-built for OT environments, offering protection against the most advanced zero-day and supply chain attacks, without the need for constant security patching. It reduces application vulnerability exploits to near zero by neutralizing threats in real time before they cause harm, using a revolutionary AI-driven patented technique for analyzing executable code, scripts, and processes.
"Service providers are looking for a means to quickly roll out a highly effective service to protect critical infrastructure to ensure resilience and regulatory compliance," said Gary Southwell, Vice President and General Manager, ARIA Cybersecurity. "Partners such as Logi-Tech are able to easily serve this rapidly expanding market opportunity by offering a critical infrastructure protection service based on AZT PROTECT, which can be deployed in minutes and guards against even the most sophisticated supply chain and nation-state attacks."
ABOUT ARIA CYBERSECURITY SOLUTIONS
ARIA Cybersecurity Solutions, a business of CSPi Inc., recognizes that better, stronger, more effective cybersecurity starts with a smarter approach. Our solutions provide new ways for organizations to protect their most critical assets-they can shield their critical applications from attack with our AZT solution, while monitoring internal traffic, device-level logs and alert output with our ARIA ADR solution to substantially improve threat detection and surgically disrupt cyberattacks and data exfiltration. Customers in a range of industries rely on our solutions to accelerate incident response, automate breach detection, and protect their most critical assets and applications-no matter where they are stored, used, or accessed. Learn more at ARIACybersecurity.com
AAOI decided to flip out of 1/3 of mine around the open today.
Jimi Hendrix woulda been 81 years old today... Jimi covers Wild Thing, Monterey Pop Festival '67
aaoi yes
The Tuttles (with a young Molly on guitar) & very young AJ Lee (lead vocals/mandolin) - Hickory Wind (Gram Parsons cover) real sweet version, imho.
Happy T Day XRd boyz and galz
DRCT I mean Gilead was long DRCT from the start, so how negative could he be? Just like with any many brand new stocks brought to this board, there are often lots of questions.
John Hiatt - Master of Disaster, live, 2012
YRD I'll take a look at this one.
SKAS really cut their SG&A, plus very strong GM's. One timish bad debt recovery, but even without that they made adjusted $1.05 or so. Wonder how they cut expenses so much.
EVVTY two KOOL things.
One. I get to check out your analysis.
Two. I finally know what a 'Substack' is.
DRCT
Direct Digital Holdings to Participate in the Noble Capital Markets 19th Annual Emerging Growth Equity Conference
Nov. 20, 2023 9:00 AM ETDirect Digital Holdings, Inc. (DRCT)
HOUSTON, Nov. 20, 2023 /PRNewswire/ -- Direct Digital Holdings, Inc. (DRCT) ("Direct Digital Holdings" or the "Company"), a leading advertising and marketing technology platform operating through its companies Colossus Media, LLC ("Colossus SSP"), Huddled Masses LLC ("Huddled Masses") and Orange142, LLC ("Orange142"), today announced that management will participate in the Noble Capital Markets 19th Annual Emerging Growth Equity Conference on December 3-5, 2023 at Florida Atlantic University in Boca Raton, FL.
The conference will consist of one-on-one and small group meetings providing investors the opportunity to hear from and meet with Direct Digital Holdings' management team. For more information, or to schedule a meeting with management, please contact your Noble representative.
About Direct Digital Holdings
Direct Digital Holdings, owner of operating companies Colossus SSP, Huddled Masses, and Orange 142, brings state-of-the-art sell- and buy-side advertising platforms together under one umbrella company. Direct Digital Holdings' sell-side platform, Colossus SSP, offers advertisers of all sizes extensive reach within general market and multicultural media properties. The Company's subsidiaries Huddled Masses and Orange142 deliver significant ROI for middle market advertisers by providing data-optimized programmatic solutions at scale for businesses in sectors that range from energy to healthcare to travel to financial services. Year-to-date, Direct Digital Holdings' sell- and buy-side solutions have managed on average over 125,000 clients monthly, generating over 300 billion impressions per month across display, CTV, in-app and other media channels.
Contacts:
Investors:
Brett Milotte, ICR
Brett.Milotte@icrinc.com
DRCT great point
In the spirit of talkin' bout all these great live shows we are attending, here's Keith Richards calmly guitar clubbing a fan who tried to get too close onstage as Mick continues singing Satisfaction..
https://www.youtube.com/shorts/2LcnL6AIOCg
GEOS the CC commentary was not so bullish short term but definitely bullish looking out past the one, possibly two quarters. I mean the contracts they are moving the equip to are very strong, for instance they have a new contract starting somewhere in the first calendar quarter @ $5 mil/qtr or thereabouts.
CTHR management are the worst. Nevertheless, I am looking to get back into that one in December. Course, it could take off before then. Also own AMS, and KTCC. DSWL, well, I thought the CEO may want to take that one private, but I think he retired recently, so thas prob off the table. But I will take another look. And look at the other as well.
One you may be interested in is NCSM, in the oil and gas drilling arena. Especially strong balance sheet for the sector; they have gotten most of their legal issues settled, good technology. Natty gas prices hurting them. But I could see this shite being bought out at a big premium.
GEOS like I state before re the pr, from the conf call q&a, it sounds like next quarter will take a revenue/earnings hit (and possibly the quarter after that) as they move their equipment into other contracts, however starting a few quarters for now, they should show strong growth
TRT I did take a quick looksee around and didn't see anything. But yup, thats a possibility.
TRT thx for the mention
GEOS yup, follow and read the pr and will probably listen to the CC.
I think the problem is the commentary by the CEO, which is less a bit more iffy than on the last two reports.
"As our new fiscal year begins, we’re enthusiastic about the plans we have in motion to continue our profitability. While the variability of our seismic industry contracts may result in uneven quarterly revenue in the coming year, we remain encouraged by the volume of planned exploration activity. Further, we intend to regularly evaluate each business segment where those efforts are focused on driving revenue opportunities while assessing additional areas where costs can be reduced. We believe our strong balance sheet and technological leadership will be pivotal to our success in fiscal year 2024."
having said that, I still like her, and actually added a smidge afterhours yesterday after selling the majority of my position intra quarter.
Two Communists living in the country side became close friends. They were relaxing, with a bottle of vodka and shot glasses in hand. Then Comrad 1 asks the other 'Comrade, if you had two Houses, would you give me one?. Comrad 2 replies... 'If I had two houses, Of course I would give you a house. We are comrades, and we share and share alike. No question.' Comrad 1 says, 'That is great, you are a good comrad. But, if you had two cars, would you give me one?' Comrad 2 replies, 'Comrad, without question, IF I had two cars I would give you one... we share and share alike, we are Communist Comrads!!' Comrad 1 says '....ohhhh, you are such a good Comrad.... But Comrad, if you had two chickens, would you give me one??' Comrad two mulls it over for a bit, and replies 'Nyet!' Comrad 1 asks, 'but why comrad, why wouldn't you give me a chicken if you had two?' Comrad 2 replies, 'I have two chickens.'
Biotech sector seems to have shown some signs of bottoming as more than a few of the dinky one have made moves off their multi year lows. Course, could be a headfake.
AAOI Henrik Alex believes that they should be aggressively selling shares through their ATM now to be able to pay off their convertible debt due in earliesh 2024. I believe he thinks that would be a positive.. net net.
ELTK 'nother great quarter it seems
VTSI true dat... I had no idea the release came out before the close. But I was real busy deciding if I wanted to sell stuff.
SIF yeah. Not sure, I guessI the latest covenant breach, which normally wouldn't be a big thang scared some. I think the thought is at this point if the numbers were so great would the bank want to reduce the loan amount yet again,. So I'm not sure if its something or a nothingburger.
TERMS
In consideration of the premises and of the mutual agreements herein contained, the parties agree as follows:
ARTICLE 1. AMENDMENTS. Upon fulfillment of the conditions set forth in Article IV hereof, the Credit Agreement shall be amended effective as of the date hereof as follows:
2.1 The definition of “Borrowing Base” in the Borrowing Base Schedule is hereby amended and restated as follows:
“Borrowing Base” means, at any time, the sum of (a) 85% of Eligible Accounts at such time, plus (b) the lesser of (i) 70% of Eligible Inventory, valued at the lower of cost or market value, determined on a first-in-first-out basis, at such time and (ii) the product of 85% multiplied by the NOLV Percentage identified in the most recent inventory appraisal ordered by the Lender multiplied by Eligible Inventory, valued at the lower of cost or market value, determined on a first-in-first-out basis, at such time, minus (c) Reserves of $1,500,000, or such lesser amount, if any, as may be agreed upon in writing by the Lender in its sole discretion (which may be by email from the Lender), plus (d) the PP&E Component. The Lender may, in its Permitted Discretion, reduce the advance rates set forth above or reduce one or more of the other elements used in computing the Borrowing Base.
ARTICLE II. REPRESENTATIONS. Each Loan Party represents and warrants to the Lender that:
2.1 This Amendment has been duly executed and delivered by such Loan Party and constitutes a legal, valid and binding obligation of such Loan Party, enforceable in accordance with its terms, subject to applicable bankruptcy, insolvency, reorganization, moratorium or other laws affecting creditors' rights generally and subject to general principles of equity, regardless of whether considered in a proceeding in equity or at law.
2.2 After giving effect to this Amendment, the representations and warranties contained in Article III of the Credit Agreement and in the other Loan Documents are true in all material respects on and as of the date hereof with the same force and effect as if made on and as of the date hereof (it being understood and agreed that any representation or warranty which by its terms is made as of a specified date shall be required to be true and correct in all material respects only as of such specified date, and that any representation or warranty which is subject to any materiality qualifier shall be required to be true and correct in all respects).
2.3 After giving effect to this Amendment, no Default exists or has occurred and is continuing, and no Default will be caused after giving effect to this Amendment.
2.4 All certifications, representations and other statements made in each Borrower’s Officer’s Certificate dated as of August 8, 2018 and delivered to Lender are true on and as of the date hereof with the same force and effect as if made on and as of the date hereof and all resolutions and other statements referenced therein are in full force and effect, have not been rescinded and authorize the execution, delivery and performance of this Amendment.
AAOI I would add that Henrik Alex on SA who wrote that positive original article ... who then said he didn't understand the pre earnings sell-off, and then 'as a trader' got stopped out b/c he thought maybe someone knew the numbers would be very light.... he actually during earnings day afterhours cams aid he thought the numbers were strong as he first expected, and he was buying back in. He's one to follow.
And congrats Wade... and me too for owning it for that matter... best.
DRCT I mean I don't know shite about the internet ad biz. And I certainly didn't do any investigating, like you have done. Don't get me wrong, I really appreciate the work you are doing for the board on this one.
For me (and me only) guess, first of all, my position is not sized to where I'm uber concerned, and I have taken some profits. Second, I remember the board discussing PERI (Israeli Internet Ad) when it was like a buck or two and we all had concerns about legitimacy b/c there numbers were so strong and the stock price was so low, and I did well fine on that one, but geeze, it went $30 or more... if I had a little more conviction in it I would have made a ton. Thirdly, well, I don't see the obvious wackiness I see in other frauds. I see crazy strong numbers, but not wacky super positive pr's where mentioning huge deals with huge companies or what not.
Anyways... its great that you are leaning towards legit. If it happens to drop a bit back to the low fours, I might buy back what I sold and make it a healthier position.
best.
DRCT I mean have been on the 'legit' or probably legit team. With the caveat, that it could be funky,...in terms of some seasonality or lumpiness or one-timeyness, or just a short growth spurt, or margins are not stable, or whatever.... but still legit.