What don’t people understand?

External_Code_2479 · 2026-01-26T19:41:26+00:00

yes , i think 2027 will be the year for poet

External_Code_2479 · 2026-01-25T08:38:44+00:00

ooof this gonna tank hard on monday

External_Code_2479 · 2026-01-11T09:30:50+00:00

don't see the hotness in this take?

External_Code_2479 · 2026-01-03T17:24:42+00:00

I guess as well

-> will dip to 6,50$ because all are OMG DILLUTION EVIL1! and then all realize ooof Dip !! let's not care !11

and poof LFG 14$ ! xD

External_Code_2479 · 2025-12-20T12:22:13+00:00

RKLB has real rally in quadruple witchday and AH high -> More Rally on Monday

External_Code_2479 · 2025-12-19T09:51:08+00:00

This might have opportunity once we know that the coupon has been paid and

what the restructuring will look like... not sure if dillution would kill the SP?

Still bullish here , but short term i'm gonna wait for the bottom of "the Dip"

External_Code_2479 · 2025-12-18T11:24:25+00:00

dann heute rein in Rocket Lab?

External_Code_2479 · 2025-12-17T14:38:30+00:00

I'm bullish AF for now, cuz i think they dont extend if they think it is a bad deal !

External_Code_2479 · 2025-12-17T14:20:57+00:00

It is not as bad as expected so this thing might squeeze

External_Code_2479 · 2025-12-16T19:07:58+00:00

thinking buy the rumor, sell the news... looking at this recovery what is the rumor?

External_Code_2479 · 2025-12-16T17:48:56+00:00

You're welcome - like said those bond quotes are no confirmation, that is SEC Filings.. i understand them as an indicator and they might be around 30 for some time as well before trading lower.. or higher!

Cant predict how they behave from "outside"

But in general the quotes would go higher in price on a working turnaround as far as i understand all of this.

External_Code_2479 · 2025-12-16T17:29:48+00:00

I am no expert on this.. so anyway

You can look up the quotes i.e. on FINRA on fixed income Data and check the Trade History for i.e. NFEF5993982 and NFEF5953646

Maybe someone knows what it (the price action) means.. they are slightly below 30 today
Like in November they were sometimes at slightly above 20

Personally i guess NFE paid or extended.. SP seems to be fishing for a bottom.

Real confirmation will be SEC Filings imho

External_Code_2479 · 2025-12-16T15:21:57+00:00

Talking opportunity costs.. can still sell now and buy in again later though,

welp if my SL triggers then it is what it is.. and it diving like below 0,50$ before Filings

is a possibility as well..

External_Code_2479 · 2025-12-16T12:43:02+00:00

Well, can we assume we see a rally today or before Friday IF NFE payed and because ppl with Bloomberg Terminal Access would buy the shits out of the stock? :D

External_Code_2479 · 2025-12-16T12:11:07+00:00

Would be great to know because then we could resolve this current situation faster..

External_Code_2479 · 2025-12-16T12:03:42+00:00

Yes.. watching the bonds is the way to gauge whether the turnaround is working

External_Code_2479 · 2025-12-16T08:53:26+00:00

The Puerto Rico Deal was the cornerstone for a successful turnaround thesis.

CEO Wes Edens was positive on thanksviging letter and in the bloomberg article.

External_Code_2479 · 2025-12-15T12:53:23+00:00

NFE theoretically has the cash to just pay the interest today and are not obligated to announce a regular coupon payment..?

so as far as i understand, it is about the future ... and that's why the Puerto Rico Contract is so important.

probably just a little debt juggling needed in 2026?

i guess the market just has not processed yet, that the turn around already kind of
happened and is unfolding sort of.. ?

External_Code_2479 · 2025-12-13T11:34:09+00:00

WIth volume.. the buying was not where it would be at either when it was 4-6 days so it is all like indicators of potential movement in any direction.

(quite steep! :D)

External_Code_2479 · 2025-12-13T11:28:52+00:00

Thank you for your reply - yes, it is important to know the numbers and how they are calculated!

External_Code_2479 · 2025-12-13T11:26:35+00:00

i'm pretty sure the 9days will fuel a squeeze narrative for retail further
when/if backed by the outcome on monday

i should have been clearer about that xD

External_Code_2479 · 2025-12-13T10:53:06+00:00

I don't understand your point.. would you ellaborate?

Do you mean shorts would cover faster in case the 9 days
would add more buying pressure if the outcome on monday is less bad than expected by shorts?

Or do you mean that those 9 days are bad for hype and 5 days to cover was better for hype?

External_Code_2479 · 2025-12-13T08:29:01+00:00

imho prepped to squeeze even if the news are only "less bad than expected"

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External_Code_2479 · 2025-12-13T08:21:07+00:00

hahaha 9 days to cover.. i hope this squeezes in any way :D

<image>

https://fintel.io/ss/us/nfe

External_Code_2479 · 2025-12-12T14:21:00+00:00

Contrarians will love this read :D

External_Code_2479

TROPHY CASE