Replies to post #401 on Equity Field Notes from temporal sources

[DanWebzster]

SGC is a uniform/PPE services provider that also does some manufacturing

During the pandemic they took some market share away from CTAS primarily by being more responsive to PPE needs.

Before the pandemic, they cut their dividend.

The divy that remains is paid 2 - 5 - 8 - 11

8/13 float was 9.3M

[DanWebzster]

NIO seeks to be a mobility-lifestyle platform company. They design EVs that give customers access to a network of razorbladesque battery swapping and in-car entertainment privileges.

Since the beginning of the Pandemic, deliveries have rebounded and funding issues seem solved.

Intel Mobileye is paying NIO handsomely for the right to burrow through competitive obstacles to gain access to Chinese autonomous vehicle data collection. You know, kind of like the way Einstein gained access to Physics patents.

So far in 2020, NIO has cut their losses by 64% while building more of their clubby battery switching stations. They presently have 143 battery stations and plan to triple that by the end of 2021.

Some projections have NIO growing revenues 5-fold in the next 4 years, albeit from a small base.

I will likely take a position if there is a major pullback. China won the Great Pandemic War. Jewmerica is fucked.

[DanWebzster]

KOPN is a microdisplay technology innovator

KOPN's aspirations for financial stability are focuesed on becoming part of the military-industrial complex

They have 2 military programs in production with at least 3 more to follow by the end of 2021.

The two in production: 1) F-35 Fighter Jet 2) FWS-I

The 3 in development include a display intended for use in next generation squad weapons. You know, whatever it takes to fight Israel to power in the Levant.

I suspect KH is a pure warmongering subhuman Cunt on the order of the Kushners, Mccain & HRC. So, I expect a healthy defense budget
whatever may come for Jewmerica.

Anyway, revs were depressed in Q2/20 by a one-time $3.5M license fee payment. Product Rev increased 50% Y/Y.

Margins are relatively stable, but share count is creeping up.

I'd love to see KOPN experience tax loss selling toward EOY.