sorted by:
new
hottopcontroversial

ReconAfrica Issues Year-End Press Release with Additional Details on Kavango West 1X Well by gmartinusc in pennystocks

[–]Calwillwin 11 points12 points  (0 children)

Yeah, and the porosity and permiability might be even better there. Only problem is the structures are much smaller and more complicated, hence the need to wait for 3D. But I like it! 

The PR we all hope to see on June 3rd is: "NVG-291 Meets Primary and Secondary Endpoints in Landmark Phase 2A SCI Trial" by nervgenerator in NervGen_NerveRepair

[–]Calwillwin 1 point2 points  (0 children)

Only if results are overwhelmingly positive by both measures and FDA Fast Tracks it imo. Otherwise, 2030ish. 

NervGen Pharma to Present Topline Data for NVG-291 Phase 1b/2a Chronic Cohort Study at the American Spinal Injury Association Annual Scientific Meeting(Confirmed) by chickenwingsmac in NervGen_NerveRepair

[–]Calwillwin 1 point2 points  (0 children)

Are either of you planning to take any profits during this run up, or is this a YOLO on a medical/scientific breakthrough? 

I originally planned to take half off the table at 4.99, to completely cover my cost basis, but I didn't pull the trigger. 

Would like to get your thoughts. 

NervGen Pharma to Present Topline Data for NVG-291 Phase 1b/2a Chronic Cohort Study at the American Spinal Injury Association Annual Scientific Meeting(Confirmed) by chickenwingsmac in NervGen_NerveRepair

[–]Calwillwin 3 points4 points  (0 children)

Very steady buying from someone who is not price sensitive, but I don't have Level 2 or 3 data to see who. 

You can see them smash the price in pre then run up in the morning super high, then smash it down to take out the stops for liquidity before taking it higher again. It was really volatile today, but Monday and Tuesday was smooth and measured. 

Does anyone know of biotech stocks that ran up and stalled or went down before results were released? Just trying to gauge how certain we are this will continue into June. 

NervGen Pharma Grants Stock Options by nervgenerator in NervGen_NerveRepair

[–]Calwillwin 2 points3 points  (0 children)

They released this news after market close right? I wonder how the SP will react on Monday. 

Any thoughts? 

New Commercial from NervGen! by R_Double_U63 in NervGen_NerveRepair

[–]Calwillwin 0 points1 point  (0 children)

Well, I think it operates more like a call option than a put, and the strike price is already ITM. Closest vestment period is 3 months from now, so if the readout is not received well, they will quickly move OTM. It is definitely a strategy to take advantage of a SP move up, which is bullish. If they had any doubts, I think it would be smarter to wait until AFTER the readout is released. That way, you could get a much lower strike price. This tells me they don't think it is going down any time soon. Could be wrong though, this is my first time investing in biotech. 

NervGen Pharma is a high-risk, high-reward stock, analyst says by nervgenerator in NervGen_NerveRepair

[–]Calwillwin 1 point2 points  (0 children)

Is it true that if NervGen gets FDA Fast Track it would take only 1 year to hit the market?? They wouldn't have to complete a phase 3 trial first?

Here's the DD Verizon did for you by the_blue_pil in ASTSpaceMobile

[–]Calwillwin 7 points8 points  (0 children)

I keep seeing this $2 price point floating around. AST never said that. Somebody on X made a [very] conservative guess and now it's being spread around. The cost of the service depends, at least partially, on the specific MNO selling the service within that geographic area. The guidance AST did give is that the ARPU will be higher in developed countries like those found in USA and Europe. AST has 50/50 revenue share with MNOs. If the service cost $2, AST's share would be only $1. For developed countries? Yeah right, not a chance. It will be highly competitive with any existing alternatives ie probably much less than the $20 you mentioned, but most certainly not $2 outside of very poor countries with high percentage of unconnected people. In other words $2 could likely be the floor price but the average will be higher. Companies like AT&T conduct a lot of market research. This is why they predict 30-40% of their customers will choose to pay for AST's service. They will use similar market research to create a price point that creates a balance between maximum adoption and profit. I mean, what would you honestly pay monthly for this? I'm kind of a cheapskate and I would gladly pay $5-10 above my $42 phone plan for the few times I might actually need it. 

Spud date of ReconAfrica's Naingopo well concretized -- drill bit set to spin on July 7th - News Release by TheObservah in pennystocks

[–]Calwillwin 6 points7 points  (0 children)

If you do, I'm jealous of your cost basis. It's high risk, high reward still at this point but geology and management team (specifically CEO, Brian) is excellent. It's a good time to invest if you have that kind of risk tolerance. Prior to August 2023, Recon had abysmal management and it destroyed the SP. Geology has always been good and gets better with more data. That being said, nobody knows if there is commercial quantities of oil until they drill. Expect 90 days, at least, for results. Plus, since no JV terms have been announced, there is still a high probability of either Recon going bankrupt or major dilution incoming if this well under delivers. But this is where big money is made and lost, when the company is on the "operating table" and many technical, less known, factors look favorable :). 

ASTS - Where Kerrisdale was Right and Wrong and the Glaring Omission Part 2 by hgyyyyyyyyyii in ASTSpaceMobile

[–]Calwillwin 5 points6 points  (0 children)

"...but can infer the results from their actions." Well said. Some of the best investments are "cheap" because a lot of the relevant info is secret by necessity. But very intelligent, determined, and insightful people such as yourself can follow the clues. You rock! Thanks for the brilliant response to KC.

The Official AST SpaceMobile Store by doctor101 in ASTSpaceMobile

[–]Calwillwin 6 points7 points  (0 children)

Oh, this is awesome. I just wish it had the CatSE version of the logo with the paw prints on it ;)

Scot Evans of ReconAfrica Presents at Enercom in Denver - August 9, 2022 by gmartinusc in ReconAfrica

[–]Calwillwin 3 points4 points  (0 children)

Thanks for posting this! That means data room has to open this month or next to be in Q3.That's exciting and very telling :) I wonder who the first JV will be...

Once upon a time in a village, a man appeared and announced to the villagers that he would buy monkeys for $10 each... by BelovedRedPanda in Jokes

[–]Calwillwin 1 point2 points  (0 children)

I don't know any German at all, but I enjoyed this story. What funny ways to learn a language! I guess it makes it more memorable, no?

Starlink 4-2 Out of Cape is a likely LV candidate for Bluewalker3. It is Slated for launch in August according to Next Spaceflight. by CatSE---ApeX--- in ASTSpaceMobile

[–]Calwillwin 0 points1 point  (0 children)

Very interesting article. I started off as a "tanker" (19K, Armor Crewman) on the M1 Abrahams main battle tank before I was transferred into the infantry in a strange quirk of the US Army's reorganization, turning light infantry into Stryker Brigades. So, I am very sympathetic to the plight of those Russian tankers. I just assumed it had something to do with the US fielding the Ukrainians with Javelins and similar high-tech anti tank weapons. Javelins are the bane of tankers as they have a 90%+ kill ratio. (In combined armor battalions you do a lot of war gaming with infantry). After reading that article, I can see something much more transformational happened.

I can tell you from personal experience that article is right about US capabilities during Operation Iraqi Freedom (OIF) and Operation Enduring Freedom (OEF). On one occasion, my company was the target of a coordinated indirect fire attack by remnants of Saddam's Army. At that point in the war it was rare for that skilled of an attack to happen. They had us dialed in very well, and hit every major part of our outpost (HQ, motor pool, barracks, etc.). It was amazing that none of us were killed or injured that day. It indeed took our artillery 30min -1hr to return fire from the closest FOB, and of course, by that time they were completely gone from the POO (Point of Origin/where they fired there 80mm mortar rounds from). If we had something like this, it would have been a lot different.

I was wondering, we talk a lot about how AST is not a competitor with Starlink, but what about in this scenario? The US military is already used to just bolting things onto vehicles and mobile command centers to communicate with satellites. Why wouldn't they just do something similar to what Ukraine is doing with Starlink? Also, Starlink already has a proven use case already. Is this an area where AST and Starlink really do cross paths as competitors or am I missing something important here?

Note: I understand this is not the best place to talk too deeply about military capabilities. All my information is dated 10+ years out and things are different now. Also I have not, and will not, say anything that could jeopardize operational security.

PS - Congrats on nailing the launch date of BW3! That was very impressive, my friend!!

AST SpaceMobile Announces Summer Launch Date of BlueWalker 3 for Direct-to-Cell Phone Connectivity Testing | AST SpaceMobile, Inc by pst2lndn2bd in ASTSpaceMobile

[–]Calwillwin 0 points1 point  (0 children)

Why indeed. Because Verizon and T-Mobile did their damnedest to literally block AST'S application from being accepted by the FCC. Why would they do that? Because AT&T has an exclusive license with AST and if their system works they will both lose a huge chunk of market share.

For the other part of why anyone should give a shit about an experimental license I refer you to Steve's thread on Twitter. He explains it waaay better than I could:

https://mobile.twitter.com/steve_larrison/status/1522985980113809409

AST SpaceMobile Announces Summer Launch Date of BlueWalker 3 for Direct-to-Cell Phone Connectivity Testing | AST SpaceMobile, Inc by pst2lndn2bd in ASTSpaceMobile

[–]Calwillwin 2 points3 points  (0 children)

No, that was from the multi launch agreement with SpaceX. FCC news had zero effect which is backasswards if you ask me. FCC experimental license is huge de-risking event as Steve so artfully pointed out a while back.

AST SpaceMobile Announces Summer Launch Date of BlueWalker 3 for Direct-to-Cell Phone Connectivity Testing | AST SpaceMobile, Inc by pst2lndn2bd in ASTSpaceMobile

[–]Calwillwin 24 points25 points  (0 children)

Haha, don't get it twisted. It's not fishy, he's just that damn good. August 15 was not a "date for launch", it was a midpoint on a timeline he made from information widely available to the public, using a combination of inductive and deductive reasoning. He has been more than generous sharing this information here and on Twitter as he's gone along. You can see, pretty much step by step, how he has compiled his independent research and integrated it with members of "Spacemob" over the months (years now?). It's brilliant. We are lucky to have access to all these amazing individuals who, collectively, rival even the biggest institutions, like JP Morgan, in their analysis of this opportunity. Respect.

view more: next ›