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FTAG 2000
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In reply to Ccutamu • 3:22p, 4/29/21
AG
Ccutamu said:
McInnis 03 said:
AG 2000' said:
MVIS misses on EPS, sales.

Now let's get them bought tomorrow.
Why in hell would you move earnings up to announce a miss on both?

Hope you're right on the buyout.
Agreed.

Puzzling move up without acquisition news.
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FJ43
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In reply to austinAG90 • 3:23p, 4/29/21
austinAG90 said:
Seeing Some Month End Duration buying...10 Years Making a Run to Flat

Seeing some strong end of month buying...feels more like duration buying rather than reallocations... Does not affect our view on rates, but the window will stay open through tomorrow for treasuries to either do better or remain range bound... Was just listening to Balchunas at Bloomberg who follows ETFs...he says the Faang related ETFs and Fast money ETFs, used for risk on market speculation, is seeing withdrawals over the last week... Could indicate an equity top is not far away... We also think that some of this may be front running the capital gains increase... This money is going into short bond etfs... interesting
Love your posts. Much beyond my pay grade but makes me do some homework.

The capital gains increase, regardless where it ends up at, will be impactful to some investing strategies IMO.
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FTAG 2000
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In reply to Ukraine Gas Expert • 3:23p, 4/29/21
AG
Ukraine Gas Expert said:
So long as DPW handles the EV portion
No no no. DPW SEC filing drops tomorrow indicating they bought 5% ownership in each of AMZN, AMD, CLOV, PLTR, WWR, DNN, ROKU, and FUBO.
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mazag08
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In reply to Ukraine Gas Expert • 3:24p, 4/29/21
AG
Ukraine Gas Expert said:
So long as DPW handles the EV portion
That's going too far.

DPW is the fat kid during recess football team captain selections.
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$30,000 Millionaire
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3:37p, 4/29/21
AG
you guys have it all wrong. Jerome Powell comes out tomorrow and says the FED is going to buy SPY, DIA, and QQQ.
You don’t trade for money, you trade for freedom.
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$30,000 Millionaire
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3:39p, 4/29/21
AG
$MVIS is not getting beat up as much as I thought.
You don’t trade for money, you trade for freedom.
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McInnis 03
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In reply to Ccutamu • 3:40p, 4/29/21
AG
Ccutamu said:
McInnis 03 said:
AG 2000' said:
MVIS misses on EPS, sales.

Now let's get them bought tomorrow.
Why in hell would you move earnings up to announce a miss on both?

Hope you're right on the buyout.
Maybe you need to have your numbers in order and the books analyzed 10 different ways before your buyer will close the deal.......

(I'm speculating like a mofo but have been apart of a few buyouts)
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$30,000 Millionaire
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3:45p, 4/29/21
AG
$X should not be selling off based on their results. They have $1.8B of inventory on hand and they beat.
You don’t trade for money, you trade for freedom.
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FJ43
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In reply to $30,000 Millionaire • 3:50p, 4/29/21
$30,000 Millionaire said:
$X should not be selling off based on their results. They have $1.8B of inventory on hand and they beat.
Few things make sense anymore with earnings.
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FTAG 2000
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In reply to $30,000 Millionaire • 3:50p, 4/29/21
AG
$30,000 Millionaire said:
$MVIS is not getting beat up as much as I thought.
Bounced off $16.50. Holding at $17ish.

interesting.
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FTAG 2000
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In reply to $30,000 Millionaire • 3:52p, 4/29/21
AG
$30,000 Millionaire said:
$X should not be selling off based on their results. They have $1.8B of inventory on hand and they beat.
Missed on sales estimates by $200 million.

(but I agree with you)
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Lavender Gooms
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3:52p, 4/29/21
AG
Didn't even realize VEON had earnings today. Guess that's why the uptick to $1.77 AH?
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wanderer
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In reply to Lavender Gooms • 3:54p, 4/29/21
Lavender Gooms said:
Didn't even realize VEON had earnings today. Guess that's why the uptick to $1.77 AH?
I show earnings to be on 5/20
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Ccutamu
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In reply to McInnis 03 • 3:54p, 4/29/21
McInnis 03 said:
Ccutamu said:
McInnis 03 said:
AG 2000' said:
MVIS misses on EPS, sales.

Now let's get them bought tomorrow.
Why in hell would you move earnings up to announce a miss on both?

Hope you're right on the buyout.
Maybe you need to have your numbers in order and the books analyzed 10 different ways before your buyer will close the deal.......

(I'm speculating like a mofo but have been apart of a few buyouts)
She's starting to pop now! up to 17.75
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FTAG 2000
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In reply to FTAG 2000 • 3:55p, 4/29/21
AG
AG 2000' said:
$30,000 Millionaire said:
$MVIS is not getting beat up as much as I thought.
Bounced off $16.50. Holding at $17ish.

interesting.
Creeping back up as we get closer to the earnings call.


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Ccutamu
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In reply to FTAG 2000 • 4:00p, 4/29/21
AG 2000' said:
AG 2000' said:
$30,000 Millionaire said:
$MVIS is not getting beat up as much as I thought.
Bounced off $16.50. Holding at $17ish.

interesting.
Creeping back up as we get closer to the earnings call.


I thought you said they already announced the miss earlier, hence my question. I suppose you were speculating.
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FTAG 2000
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In reply to Ccutamu • 4:01p, 4/29/21
AG
Ccutamu said:
AG 2000' said:
AG 2000' said:
$30,000 Millionaire said:
$MVIS is not getting beat up as much as I thought.
Bounced off $16.50. Holding at $17ish.

interesting.
Creeping back up as we get closer to the earnings call.


I thought you said they already announced the miss earlier, hence my question. I suppose you were speculating.

Results have been released, but the actual call starts here in a few. I'm on it.
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Ccutamu
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In reply to FTAG 2000 • 4:01p, 4/29/21
AG 2000' said:
Ccutamu said:
AG 2000' said:
AG 2000' said:
$30,000 Millionaire said:
$MVIS is not getting beat up as much as I thought.
Bounced off $16.50. Holding at $17ish.

interesting.
Creeping back up as we get closer to the earnings call.


I thought you said they already announced the miss earlier, hence my question. I suppose you were speculating.

Results have been released, but the actual call starts here in a few. I'm on it.
Gotcha... thanks.
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slacker00
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In reply to Ccutamu • 4:02p, 4/29/21
AG
Nobody is calling in to hear about earnings.
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Lavender Gooms
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In reply to wanderer • 4:05p, 4/29/21
AG
wanderer said:
Lavender Gooms said:
Didn't even realize VEON had earnings today. Guess that's why the uptick to $1.77 AH?
I show earnings to be on 5/20


https://seekingalpha.com/article/4422593-veon-ltd-veon-management-on-q1-2021-results-earnings-call-transcript

My platform had the wrong date too!
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cageybee77
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In reply to Fairfield_Ag • 4:09p, 4/29/21
AG
Where has this been....dang
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Ccutamu
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In reply to slacker00 • 4:10p, 4/29/21
slacker00 said:
Nobody is calling in to hear about earnings.
Ag 2000 says he's on it.
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slacker00
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In reply to Ccutamu • 4:12p, 4/29/21
AG
No, sorry what I meant was we don't really expect them to have positive earnings right now. We are looking for buyout or partnerships.
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Charismatic Megafauna
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In reply to FTAG 2000 • 4:12p, 4/29/21
AG
AG 2000' said:
Ccutamu said:
AG 2000' said:
AG 2000' said:
$30,000 Millionaire said:
$MVIS is not getting beat up as much as I thought.
Bounced off $16.50. Holding at $17ish.

interesting.
Creeping back up as we get closer to the earnings call.


I thought you said they already announced the miss earlier, hence my question. I suppose you were speculating.

Results have been released, but the actual call starts here in a few. I'm on it.

It's all about the guidance (and buyout)
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FTAG 2000
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In reply to slacker00 • 4:15p, 4/29/21
AG
slacker00 said:
No, sorry what I meant was we don't really expect them to have positive earnings right now. We are looking for buyout or partnerships.
Yep.

I'll post notes once it's done, started a little late.
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Chef Elko
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4:16p, 4/29/21
AG
VEON increased revenue and EBITDA guidance. They are turning around underperformance in Russia. Advancing quicker in the more undeveloped European/middle eastern markets, Ukraine, Kazakhstan, Pakistan and Bangladesh.

Good news for VEON. I'm liking it. Thumbs up for the management team. Time to add some more.
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Brewmaster
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In reply to Lavender Gooms • 4:23p, 4/29/21
AG
Lavender Gooms said:
Didn't even realize VEON had earnings today. Guess that's why the uptick to $1.77 AH?
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Brewmaster
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In reply to FJ43 • 4:28p, 4/29/21
AG
FJ43 said:
$30,000 Millionaire said:
$X should not be selling off based on their results. They have $1.8B of inventory on hand and they beat.
Few things make sense anymore with earnings.
I view earnings beats in this market and economy as strength to sell into. With hyper inflation and big corporate taxes coming, we are headed for some real devaluing. Just my unprofessional opinion.
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Ccutamu
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In reply to FTAG 2000 • 4:31p, 4/29/21
AG 2000' said:
slacker00 said:
No, sorry what I meant was we don't really expect them to have positive earnings right now. We are looking for buyout or partnerships.
Yep.

I'll post notes once it's done, started a little late.
By the tank job going on right now, I assume the news wasn't good.
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BrokeAssAggie
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4:32p, 4/29/21
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FTAG 2000
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In reply to Ccutamu • 4:34p, 4/29/21
AG
Ccutamu said:
AG 2000' said:
slacker00 said:
No, sorry what I meant was we don't really expect them to have positive earnings right now. We are looking for buyout or partnerships.
Yep.

I'll post notes once it's done, started a little late.
By the tank job going on right now, I assume the news wasn't good.


MVIS call notes -

New LIDAR above and beyond competition

1st gen - test bed but still better than competition
Test beds ready to and working with confidential partners on testing

Anticipate production release Q3 assuming passing safety testing.

- Strategic Partnerships
- nothing of note on LIDAR

- Not impacted by supply shortages (chips) due to advanced planning

No mention of mergers or partnerships.

Barf.


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Ferris Wheel Allstar
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In reply to FTAG 2000 • 4:35p, 4/29/21
AG
AG 2000' said:
MVIS misses on EPS, sales.

ty for posting this. I took my profits and bailed. You saved me roughly 6% wit this post
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ClutchCityAg
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4:56p, 4/29/21
Let it ride
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Charismatic Megafauna
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4:58p, 4/29/21
AG
Moving earnings up only makes sense in the context of getting it out of the way for another announcement. I'm buying the mf dip
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Chef Elko
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In reply to ClutchCityAg • 5:01p, 4/29/21
AG
Can we just make India our new best friend?
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