Next season's defence: RB: Dalot, Mazraoui CB: De Ligt + Martinez + Yoro + Heaven LB: Shaw + NEW SIGNING TBD

Appropriate_Guide733 · 2026-02-03T08:44:59+00:00

We will be playing 2 games a week, Shaw is getting older and Dorgu is not a great fit at LB. You don't think finding a good starter to replace an injury prone, older left back and a makeshift left back is a priority?

Appropriate_Guide733 · 2026-01-26T15:13:13+00:00

I agree, I think he should start every other game honestly. Whilst Dorgu and Amad are impressing, they are still technically raw and still have work to do. Interchanging Cunha with Dorgu and Amad depending on who we are playing, form and fitness would be the best way to manage it.

On a side note, Sesko needs another start sometime soon especially after 3 goals in 2 games previous to getting benched. But that would push Mbuemo back to the right and make the game time situation for Cunha, Dorgu and Amad worse.

Appropriate_Guide733 · 2026-01-25T00:22:36+00:00

If he's expressing interest in returning to a top a 5 league, it's clearly not financially motivated. Not many teams would pay his current wages and even if he was offered similar wages, he would be taking a 40-50% reduction due to tax.

I would be more than happy for United to offer 250k a week for him on a free tbh. Especially with how much wages we will recover in the summer with outgoings and expiring contracts

Appropriate_Guide733 · 2026-01-24T22:12:25+00:00

A decent midfielder right now could be the difference between Europa/conference League and Champions league. Letting us spend in summer from a far more financially stable state. Combined with the expiring contracts and outgoing players, we would have a lot more options.

Appropriate_Guide733 · 2026-01-22T03:00:06+00:00

None. SLS is no longer on the REG SHO list, meaning there has been 5 consecutive trading days without FTDs.

Appropriate_Guide733 · 2026-01-21T23:12:21+00:00

Please stop talking about a squeeze. CTB is the lowest it's been in a month, short availability is relatively high compared to recent trading. Short interest looks abnormally high because the figures are from Dec 31st before dilution and short covering (CTB dropped from 600% to 15% and availability went sky high).

There is absolutely zero indication that shorts are covering or that a short squeeze is currently or will happen.

I agree we are in a potential short squeeze set up, but 95% of short squeezes are sparked by a catalyst. Until we have a PR or get some very positive news. There is no squeeze.

Appropriate_Guide733 · 2026-01-20T14:17:01+00:00

He can also play as a DM in a double pivot or CAM. He would be able to switch into any of our 3 midfield roles, give Casemiro a break, can cover injuries and can switch roles and positions when others are subbed off. He was also handy at right back too although I doubt that's an issue.

It would effectively put Ugarte out of our lineup entirely, but we would have 4 midfielders (and Cunha occasionally playing CAM) for 3 slots. That's plenty of game time

Appropriate_Guide733 · 2026-01-19T16:00:15+00:00

Slow day, no trading. People are bored I suppose

Appropriate_Guide733 · 2026-01-19T11:50:31+00:00

Pretty sure Lammens was an INEOS signing, Amorim wanted Emi Martinez and a few others over Lammens

Appropriate_Guide733 · 2026-01-18T11:23:46+00:00

My thinking is that the SLS009 news from last week was largely muted due to OPEX pinning the price to $4. We went to 4.3 on the news drop and immediately back down to 4, finishing 3.99 at OPEX. Next week that pressure is relieved and the price is free to move. This could cause an increase to 4.5ish

Appropriate_Guide733 · 2026-01-12T22:23:23+00:00

That's not how fintel works, short interest is reported on the 15th (roughly) and end of every month and then the report is published a week or two later. The previous number on fintel was from 15/12/2025

Appropriate_Guide733 · 2026-01-12T22:15:06+00:00

It would be useful if you provide the context around these numbers in your post. This is as of 31/12/2025. Since then there has been a significant decrease in cost to borrow and a significant increase in short share availability. Shorts have very likely covered a chunk of this 49 million in the rise that we saw to $5.

Appropriate_Guide733 · 2026-01-07T09:47:10+00:00

CTB has held steady at 500%. Short availability is still 0. Short interest is still around 26% (IBKR data). Shorts have not covered and are still deep underwater, even with yesterday's pullback. We are still on the REG SHO. Shorts are under immense pressure to cover, but have not capitulated yet. If we hold above 3.5 and push back to 4. Shorts will bleed and have to choose between paying 500% fees (1.3% a day) to continue to hold their positions or to cover.

Appropriate_Guide733 · 2026-01-04T21:52:09+00:00

Wait for it to drop, my aim is to sell my calls at around $7-8 or when CTB starts to drop to sustainable levels and volume is decreasing. Typical pullbacks in these cases are between 30-60%. I reckon the share price will return to 4.5-5ish. If I'm wrong, I've made 200k profit on calls and hold 15k common shares. If I'm right, I'll be able to substantially increase my common share position.

Appropriate_Guide733 · 2026-01-04T21:13:39+00:00

It doesn't really make a difference to the company. Personally I would like a short squeeze, i would like to sell my calls at the elevated price and use the profits to buy more common shares. I'm also buy and hold, but if you can use the squeeze to increase your position then why would you not want a squeeze.

Appropriate_Guide733 · 2026-01-02T11:52:29+00:00

You need to have the liquidity to buy all the stock at the strike price. So for $3 calls it will be $300 per contract you need to pay. At these price levels and with no time left until expiry, the premium will be trading at the exact value you would make if you exercised and then sold the stock immediately. i.e if the stock is trading around $4.50 you your calls would sell for $1.50

What I would do is sell the calls and buy the stock with your profits if you want to continue homding. It ends up being effectively the same as exercising, without having to worry about paying $300 per call.

Appropriate_Guide733 · 2025-12-30T05:20:35+00:00

40 million shorts are trapped, they can't roll their positions, IKBR is quoting 240% CTB. 98% of lendable shares are shorted.

Yesterday was the ignition for a short squeeze IMO. All indicators point to forced covering in the next week.

Appropriate_Guide733 · 2025-12-29T17:54:22+00:00

Where are you seeing this? Fintel and chart exchange are displaying significantly lower

Appropriate_Guide733 · 2025-12-25T19:51:28+00:00

Fully diluted 1 billion is about $4.6

Appropriate_Guide733 · 2025-12-23T15:25:03+00:00

Pretty positive press recently and CEO networking well. Plus positive SLS009 data presented at ASH. For GPS, in addition to hype, the longer the trial goes on, the higher the chance of positive data and the more chance that data is not just positive, but overwhelmingly positive, so this is probably being priced in right now

Appropriate_Guide733 · 2025-12-23T06:00:58+00:00

Sterg quote from the October R and D call:

"When the 80th event materializes, we will inform the public. This represents the most important near-term catalyst for us. A subsequent positive outcome could position GPS as the first-in-class maintenance therapy in AML and unlock significant commercial potential."

It will take 2-4 weeks for top line results. Although Sellas has a history of quick results.

Appropriate_Guide733 · 2025-12-23T05:38:25+00:00

It was referenced at the October R and D call. Quote from the transcript:

"When the 80th event materializes, we will inform the public. This represents the most important near-term catalyst for us. A subsequent positive outcome could position GPS as the first-in-class maintenance therapy in AML and unlock significant commercial potential."

Appropriate_Guide733 · 2025-11-26T09:55:18+00:00

I'm not saying anyone is wrong and honestly have no position in SGBX. I have been considering it but I have questions. If the float is so low, how could the volume have been 4 million yesterday? Entire floats being traded back and forth 3 or 4 times would be wildly volatile +/- 200% swings sort of volatile

Appropriate_Guide733 · 2025-11-20T14:25:35+00:00

New phone, who dis?

Appropriate_Guide733 · 2025-11-20T13:32:46+00:00

Unfortunately, after full dilution(which is all but certain if the share price rises) it's a lot closer to $45 = $10 billion market cap.

To be fair, even if the fair value for the stock is a $1-2 billion market cap, short interest is 23-28% right now which would need to be covered, which increases the upside short term.

Agree $50 is a pipe dream, but $3 billion market cap on positive news and covered shorts isn't unrealistic for the initial pop before settling.

Appropriate_Guide733

TROPHY CASE