H-town ag said:

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WWR Conference call is live.

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I wish they would bring a bit more excitement and at least have a few slides to review ... no slide deck for conference call. Mainly a statement of what has already been released and a Q&A session.

I think the important thing was touting the cash on hand and the fact that they do not see a need to seeking additional cash in the near future. I'm not sure if that's enough to move the market but it's better than if he avoided the question or stated they would begin unleashing the shelf.

Main take-away for me on WWR is that construction for phase 1 is set to start at end of the year, company feels confident in the addressable market and in delivering the project on time. They will need to sell more shares or come up with a way to get the additional cash in hand for the 202 million and then raise more cash for phase 2 but they seem confident that they will be selling product in 2023. How the market prices that in - we shall see. Continues to be a longer term hold for me.

BaylorSpineGuy said:

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My Radiology friend has a partner who just joined who trained at Hopkins, where that Radiology company is aligned for their work. I'll try and get some details, etc.

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Ask your Radiology friend to look into NNOX imaging technology, I'd like his take.

Well Gents....

I have decided to officially reengage the aerospace defense market for another round. The project I've been on the past few weeks morphed into deciding to embrace it with a larger commitment.

While it will cramp my 'retired' lifestyle and being a very active trader, it is a PE opportunity that I couldn't pass up. Great PE group, company, people, potential, throw in an M&A, equity play and the lure of getting back in the saddle for another chance to build something.

I'll be back to shares, selling premium and the occasional options play.

After this one I will plan to just trade full time and stay home with momma FJ. She's ready for me to start shaving again for now...........

FJ43 said:

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Well Gents....

I have decided to officially reengage the aerospace defense market for another round. The project I've been on the past few weeks morphed into deciding to embrace it with a larger commitment.

While it will cramp my 'retired' lifestyle and being a very active trader, it is a PE opportunity that I couldn't pass up. Great PE group, company, people, potential, throw in an M&A, equity play and the lure of getting back in the saddle for another chance to build something.

I'll be back to shares, selling premium and the occasional options play.

After this one I will plan to just trade full time and stay home with momma FJ. She's ready for me to start shaving again for now...........

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Sorry you're going to have to tell them "no." TexAgs B&I board refuses to release you into the transfer portal.

BaylorSpineGuy said:

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To stir up more fear and make Farmer even more bullish, I saw someone recently who works at Mouser. It's the one of, if not, the largest electronic electronic distributor in the world mostly semiconductors and chips, etc.

This person said without a doubt this is always the busiest time of year, and she says they have almost no work to do. I continue to be amazed at how many busy companies seemingly have no business to do.

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Thanks for posting this info. I agree with it.

I think from a seasonality standpoint,...
*...market continues in a bullish trend to the end of year and Jan & some Feb'22
*...earnings reports this month will be positive
*...forward guidance this month should be cautious to negative (aligns with your semiconductor friend)
*...I don't think we get real confirmation on poor results until earnings reports in Jan and forward guidance by then will be negative
*...any 2021 tapering at $10 to $15 billion a month on the mortgage backed side will be moot and typical year end bullish seasonality should throw shade on tapering for a while

So what am I doing now?
-Holding my long term share holds and watching this rally moving forward
-For those shares I am, and will be, selling March'22 and/or April'22 Calls against them
-I'd like my Call sell premium to produce enough for an extra quarterly dividend, minimum
-I've already established this position on my T shares before T sank (lucky me). I missed a window on BTI (a longer story) but the U.S.-FDA is helping me out with my BTI over the last couple days.
-I figure by the time we reach calendar Feb/Mar/Apr the market will be in decline and I'll re-establish the longer dated Calls once again after expiration
-My long term holding share position picks I had already established in preparation for rising interest rates, inflation and tapering. These transition share picks should blossom in chaotic economic times.

As for my trading shares, I don't know just yet what I'll do. I'll hold shares like WWR, TTD, SAVA, but other stuff may go to cash.

Cash, I was long a mountain of cash well before June looking for a market setback. I stayed with this position until the end of Sep. I'm somewhere between 10 to 15% cash now, down from 55%.

Ultimately, I am moving to tax exempt - everything. The remaining cash outside of sheltered accounts will go into tax exempt investments. I should be tax free by age 69 to 70. I'm a weird bird in the sense that I'm doing this for my legacy generation(s). Most of my friends and acquaintances say "Die broke". If I'm a wealthy guy laying in the cemetery, so be it. I think it's going to be a lot tougher for my heirs and I'll help as much as I can while I am still breathing. I'll leave them a plan thereafter and if any of it holds true into the future, well great. If not, then I just wasn't smart enough to out guess tax law and congress. That will be okay too.

La Bamba said:

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FJ43 said:

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Well Gents....

I have decided to officially reengage the aerospace defense market for another round. The project I've been on the past few weeks morphed into deciding to embrace it with a larger commitment.

While it will cramp my 'retired' lifestyle and being a very active trader, it is a PE opportunity that I couldn't pass up. Great PE group, company, people, potential, throw in an M&A, equity play and the lure of getting back in the saddle for another chance to build something.

I'll be back to shares, selling premium and the occasional options play.

After this one I will plan to just trade full time and stay home with momma FJ. She's ready for me to start shaving again for now...........

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Sorry you're going to have to tell them "no." TexAgs B&I board refuses to release you into the transfer portal.

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LOL....that was my laugh of the day. You win again!

I was sure tempted but these things don't come around that often. I will for sure be checking the board an chiming in as often as I can. These first weeks will be tough since neck deep in an acquisition already.

But I will keep trading along with y'all just near term tactical strategy adjustment.

I'll be looking for your post that reads,

"Blue Horseshoe loves ________ ."

FJ43 said:

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Well Gents....

I have decided to officially reengage the aerospace defense market for another round. The project I've been on the past few weeks morphed into deciding to embrace it with a larger commitment.

While it will cramp my 'retired' lifestyle and being a very active trader, it is a PE opportunity that I couldn't pass up. Great PE group, company, people, potential, throw in an M&A, equity play and the lure of getting back in the saddle for another chance to build something.

I'll be back to shares, selling premium and the occasional options play.

After this one I will plan to just trade full time and stay home with momma FJ. She's ready for me to start shaving again for now...........

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So this means no more 3 a.m. market updates??

Thanks for all your contributions on this thread FJ. I am not real good at it yet, but I have a basis thanks in large part to the knowledge that you have shared. Good luck in the business venture!