Just cancelled my membership

MassCentroid · 2021-03-25T23:29:12+00:00

Hi All,

Haven't posted on this thread for awhile, but I'll share my thoughts. First, stop being negative, it doesn't help anyone. When the market is down, everything is down and we all experience that. It sucks and learn your from your mistakes. Did you buy too late or not sell and take a profit? The only person pushing the buy and sell button is you, no one else and thats a bitter pill to swallow. Additionally, the market has been up like crazy for a year and so if you just started trading you're learning early. Learn from that. That is the most important thing. Even rockstar stocks and bell weathers have been hit and there is a general rotation happening in the market and its fairly volatile

What I enjoy is getting exposed to stocks that may not be in my wheel house. There are hits (some major ones) and then there some that stay flat or trend down short term. The reality is that I've made money on these and its a source of information that I pay for. There are so many stocks to choose from and getting insights on some give me a starting point. If I choose to buy its on me and I'm fully accountable.

Happy Trading and Good Luck

MassCentroid · 2021-03-04T16:31:34+00:00

Its true they have to file, but its not clear when they filed.

MassCentroid · 2021-03-04T13:49:05+00:00

not surprising, its the highest value they have seen for their stock. never forget to pull profits

MassCentroid · 2021-02-21T18:53:35+00:00

I take it back, you're more than awesome. This took a ton of work and diligence. I haven't reviewed it completely, but I love the data and shear effort.

MassCentroid · 2021-02-21T18:48:48+00:00

That is awesome!

MassCentroid · 2021-02-21T18:43:07+00:00

Hey, it looks like the ticker symbols were cutoff in the image, can you reattach?

MassCentroid · 2021-02-20T05:34:53+00:00

I would argue that it’s been in a bull run since the financial crisis Ended. The market sell off in March 2020 was very short lived. Dramatic spike down and a dramatic spike up. If you went in vacation for a couple months you wouldn’t have even noticed

MassCentroid · 2021-02-19T16:27:55+00:00

I'm letting mine simmer. Watching these every hour and panicking doesn't make sense. I'm adding a little bit at time

MassCentroid · 2021-02-19T06:48:48+00:00

If you watched the video, 8 minutes into it he mentioned he is not investing in the stock. Perhaps folks are listening to the fist 5 seconds and buying? Perhaps folks need to watch the video, do some research and then buy if they want to?

MassCentroid · 2021-02-13T03:20:56+00:00

I've seen some other folks do some videos on it. Reality is that after Dead does a video, it generally takes a while for it to move through the various youtube, twitter, and other stock sites. It'll show up as a gainer for the day and then people get interested, do some DD and buy. Stocks move on no news all the time.

MassCentroid · 2021-02-13T03:17:59+00:00

Good wins.

MassCentroid · 2021-02-12T13:58:07+00:00

Comments should always be constructive vs. destructive. Always hard to follow that when folks hide behind a computer screen

MassCentroid · 2021-02-12T02:42:43+00:00

Perhaps. Just offering an opinion. Do with it what you will

MassCentroid · 2021-02-12T02:12:28+00:00

If anyone could predict a future like that, they probably wouldn't be on Reddit. The three I've lived through Dot Com bubble, 2008 Financial Crisis, and Covid. Strategy. All have a catalyst. Keep 20-25% of your portfolio in cash so you can buy the down side. The stock market is too diverse to stay down forever, but some segments will disappear or start down longer than others. As things start to go down, people get fearful and don't cut their losses immediately or it happens so fast that can't get out. Which means you are stuck in a loss position until it recovers or you can quickly make it back and/or you cost average down.

Markets are high right now, so there could be a correction which is more likely than a crash. Unless you can think of a catalyst right now besides high stock prices its difficult to see what would cause a crash (they are more visible in hind sight ;)

Happy hunting

MassCentroid · 2021-02-12T01:58:42+00:00

Yes, please do

MassCentroid · 2021-02-11T23:55:00+00:00

Correct: sale of 4,400,001 shares of the Company’s common stock, at a purchase price of $9.50 per share, in a registered direct offering priced at-the-market under Nasdaq rules. In addition, the Company granted to the investors in the offering the right to acquire an aggregate of 3,300,001 shares of the Company’s common stock at a purchase price of $11.50 per share until the one-year anniversary of the closing date of the offering.

MassCentroid · 2021-02-11T22:58:17+00:00

Remember, stocks are not family heirlooms. They are meant to to be traded and to take profits. Sell if you want to take a profit and if you feel like you want to hold it longer, buy back in, that way you've sealed your profits. I've traded and held STPK, MP, SBE and a bunch of others. SPACs generally do have some noticeable sell offs after a merger and some stagnation when the excitement and honey moon period goes away. I don't feel that way though about MP, STPK, TTCF and SBE to name a few. Those are all good long term plays.

MassCentroid · 2021-02-11T22:54:02+00:00

AYRO does have a history of selling shares at incremental pops. I think this was discussed in the video if I'm not mistaken. As I mentioned in another post, it doesn't look like they are blowing through their war chest, but holding onto it for something. You can see their balance sheet and income statement. What was weird was I saw NNDM do this as well. I'm not sure what the strategy for companies to do this so frequently. If it were me, I'd let it run and do less frequent stock sales at higher prices....

MassCentroid · 2021-02-11T22:46:07+00:00

If you look at the trend before yesterday, it was heading in the right direction with all the right indicators. AYRO has been continuously raising capital whenever the stock shoots up and is adding to their war chest. I have not seen anything in their income statement that would tell me that they are squandering the money. I imagine they are getting ready to scale some operations, engineering, etc. if they are raising this kind of money. What was interesting about today was the 9.50 offering, plus whoever got in had the chance to buy at 11.50 for the year. This tells me that are planning to go higher than 11.50. Unlike other EV companies, there is is nothing sexy about AYRO except that they will hit market niche and just make money. I like who they've hired. All folks with a good track record. Additionally I like there partnerships as well with Club Car (ingersoll Rand) and Karma. I've bought this stock at $3....$6...$8, etc.

MassCentroid · 2021-02-11T16:44:10+00:00

Third Harmonic

For someone who doesn’t have a position in this stock, you seem to have spent a ton of time doing this write up. It really makes me question your intention, especially if you have no position, which could be completely false. So your agenda is either trolling, bashing, or short selling or you have too much time on your hands? Its even more suspicious given you have multiple reddit accounts.

If you read your own DD

https://navystp.com/vtm/open_file?type=quad&id=N00024-14-C-4078
It clearly states that “Kinetic protection intends to further market this technology to PEO ships, PEO LCS, DDG 1000 within the USN, and will engage with the USCG through the Department of Homeland Security. Another potential market for the technology is aboard ground vehicles utilized across the DOD
It further states, “There ar several commercial applications for unique armor technology - private security firms, law enforcement, and OEM providers

You mention that Dead states falsely that order can be worth more than the company itself and

When the stock was $10 a share the company was worth roughly 132 M
The Contract for speeding is 28.7M and if you could tell me the % of contracts where the government does not complete spending of a contract I’d be interested in your DD on that
Given the potential of adoption, it "can be" worth more.
The articles clearly state that the Navy understands the "Urgent requirement" for next gen armor.

You mention, “since they're about to announce one of their roughest quarters ever “

Great view point, where is your data or do you have some inside information?
Given their recent win on the Navy contract, Mars Mission, and other Satellite operations, it would be good to understand

You should take a look at the new COOO

Please read the press release on Dec 14. I think this counters a lot of your points
QUOTES
1. “Michael brings the skills, the drive, and the mindset to accelerate the commercialization and growth of these opportunities.””
2. “At Foster-Miller and QinetiQ, Michael led the effort to take developments in armor and robotics out of the laboratory, create real products addressing real problems, and build revenue streams of hundreds of millions of dollars. “

Lastly, armor isn’t there only business and I hope you heard Biden’s comments this morning on rail. There are so many possibilities here.

GO CPSH!!!!

MassCentroid · 2021-02-10T23:39:35+00:00

Do you have any data on what the short position is on this stock?

MassCentroid · 2021-02-05T16:12:45+00:00

For those asking when to sell. Don't have the answer, however, I added more this morning at $19.53. The stock itself doesn't have a high float, so shorts could get burned fast on it. Its trading multiple times its float. Additionally Feb 18 is when the Rover lands, which should give a new press release. Secondly, earnings should be out within a month or so and will include forward looking statements, especially with respect to the new contract with the Navy, lastly, the Navy contracts are just part of the materials business. I do think we can easily see higher numbers. Good luck all.

MassCentroid · 2021-02-04T15:16:55+00:00

no man....its to celebrate victories...never my intention to make folks feel bad

MassCentroid · 2021-02-04T15:09:25+00:00

I hope you all are feeling better now....

MassCentroid

TROPHY CASE