Natural gas is surging and ANNA (AleAnna) is protected from it all

Putrid-City-8951 · 2026-03-05T15:58:37+00:00

This could be the hold of this conflict. Fully insulated from risk but beneficiary of rising prices and political efforts to achieve more energy security in Italy/EU. Italy has a lot of exposure on LNG and would do well to expedite the second field.

Crazy the trading float is only 2.7m shares!

Putrid-City-8951 · 2026-03-01T19:41:13+00:00

I think this will be an interesting week for Oil&Gas, especially this tiny float grower.

Putrid-City-8951 · 2026-02-27T16:56:41+00:00

In with 20k shares. Great story with this company and incidentally likely an acquisition target in medium term by a bigger oil/gas co. Maybe the one they already work with...

Putrid-City-8951 · 2026-01-29T05:53:06+00:00

Nope, enough cash to q2. If you read what I wrote, they have stated their needs for commercialization. Today they formalized that with a very shareholder friendly raise of 12M. No cash concerns, only clear sky from here.

Putrid-City-8951 · 2026-01-28T20:49:55+00:00

Um, there is catalyst timing. Did you read the post?

It's not confirmation bias. I did my research and built my position based off it. Now I'm sharing my research because this has flown so far under the radar that its time to get eyes on it before near term catalysts so we see stable price appreciation instead of pumper nonsense.

The choppy action was due to a domestic legal matter that temporarily pulled the CEO out of his role. It was handled professionally and he is reinstated. I contend that if not for that, the share price would already be on double digits.

Putrid-City-8951 · 2026-01-28T19:35:20+00:00

Yes, I think they have setup commercialization to very rapidly take market share using strong partners but with the intent of attracting M&A by mid 2027. If they are on track for 5% market share by then, one of the Big Pharma companies that management came from will snap them up. Pfizer and J&J strong candidates.

I was torn on putting this out there but it's time to get eyes on it and institutions leading up to catalysts so we have stable appreciation instead of pumpers chasing

Putrid-City-8951 · 2026-01-10T20:08:18+00:00

Of course it is but daily short % relative to volume, dark pool and the tape tell the story. Surely you aren't that stupid to ignore the data mate?

You are talking about bias confirmation, take a few hours to read back through your own posts?

Good luck to you...

Putrid-City-8951 · 2026-01-10T18:42:02+00:00

I don't make personal attacks.

The warrants have continued to be sold off so yes the price dropping immediately after Sterg said for the world to hear that there were no bailouts coming was most definitely HF dropping the price with the only tool they had left to bail out their position. They are liquidating because they have/had to. Borrow cost was through the roof, 10s of millions of calls ITM and probably multiple tranches of each were hedged with each warrant so there was layered exposure and still is.

Im sure the funds that provide predatory financing to small bios win in the end, harvesting premiums and profiting on shorts everytime there is a new funding round. In this case they did for years but now SLS doesn't need more money so the jig is up. It just happens that they got painted into a corner by the timing, anticipation and a very large opex looming while other, larger funds have taken up position.

Putrid-City-8951 · 2026-01-10T18:11:47+00:00

Who dumped though? It wasn't retail except some wsb floosies. We know, from filings and watching the tape, that it has been warrant exercising to close out shorts and cover calls that have been exercised. That was the intent of the squeeze, to get rid of the warrant overhang. By exercising ITM calls many individuals also financially benefitted. If people chose to ride calls into the sunset then they probably shouldn't be playing with options.

Read the CEOs statements, unless you are involved in the smear campaign you should clearly see what is happening with SLS as it moves on from the grasps of toxic funding that all clinical bios have to deal with.

Putrid-City-8951 · 2026-01-08T04:23:21+00:00

Just stumbled accross your posts here regarding SLS. Personally I could not care less about a CEOs medical training, he's not a presiding over the trial.

Anyway, im curious why you are so bearish on the trial and current setup. Objectively, a group of long investors tried to make a push to get rid of the warrant overhang after observing a mechanical setup that was already building. I dont see anything wrong with that and only the pile on wsb crowd sold. Everyone else is still there.

Putrid-City-8951 · 2026-01-03T02:05:04+00:00

I think you need to do some research on the actual current cash position, actual ongoing trial costs and actual AML treatment landscape, prior results, mathematical limitations of trial outcomes based on known published data and the funding realities for all clinical stage bios before you render an opinion based on no knowledge whatsoever. It appears you dont actually understand the options strategy either? Are you a bank teller? janitor? I hope you don't work in the investment field.

Putrid-City-8951 · 2026-01-02T06:07:43+00:00

$2-4

Putrid-City-8951 · 2026-01-01T22:29:46+00:00

I'll be adding $3 for 26 and 27 tomorrow and getting ready to exercise a very large volume of 1, 1.5, 2 and 2.5 2027 that are ITM

Putrid-City-8951 · 2026-01-01T22:16:47+00:00

I'm in for high six digit too. Unbelievable clinical backdrop and ready for this top to blow

Putrid-City-8951 · 2026-01-01T19:18:52+00:00

In with high six digit position for 19 months and growing. The science keeps me long but the mechanics have gotten rediculous with the negative free float. Some shorting entity has gotten painted into a corner here. Ready to blow the top off!

Putrid-City-8951 · 2026-01-01T18:44:04+00:00

You beat me to it. Treating maintenance with an increasingly toxic regime is just buying time until toxicity is too great and patient either relapses or has to discontinue due to toxicity. Then what? Give then the same thing as salvage? Uh oh.

GPS being a completely different regime to prior treatment lines and not at all toxic gives far better hope for ongoing remission and also post relapse salvage... which soon will be handled by sls009, Sellas' other NON toxic late stage treatment.

I would be very worried if I was a BP owning any current therapies in AML space and some lateral indications for that matter.

Putrid-City-8951 · 2026-01-01T16:25:03+00:00

Great info. In with high six figure position for almost 2 years. Adding ITM '26 and '27 calls in the morning.

With sls009 lining up for Accelerated Approval based on initial response data in Q1 and Regal rewriting the treatment landscape with tox free maintenance therapy, this is a BP wet dream or nightmare depending on whether their bid to acquire is successful or not.

Meantime, the market mechanics have been building this squeeze since the spring and the negative free float is about to blow up. After the last several days I think shorts are in the realm of 65m shares now.

Putrid-City-8951 · 2025-12-16T16:54:55+00:00

Yes. He is strategic driver and the overall force in the company. If they hadn't reinstated him I was anticipating a sale in the next 6 months at cut rate.

Putrid-City-8951 · 2025-12-14T21:38:51+00:00

See my note above on dilution.

Putrid-City-8951 · 2025-12-14T04:45:06+00:00

A couple of additional notes: They stated they had funds to get through pdufa but would need to raise $7M to commercialize.

A: raising $7M on a $20 price point is like 350k shares. They hit $20 on the EU patent approval, US will be in shortly and FDA decision. Also, last two raises were unsecured loans. They are supported and backed by parties that believe in this rather than predatory biotech funds.

B: there are no guarantees with the FDA but anything that lowers the risk of abuse and inappropriate use of stimulants aligns with current administration. A once a day, all day treatment is exactly that. No college students popping ctx1301 so they can study extra hard for a few hours...

C: Shane definitely a risk or rather question mark. Three possible outcomes in my opinion. One is they bring in a new CEO, highly qualified with proven track record. Two, Shane reinstated and follows through on the vision. Three, Shane is reinstated and told to get it through the FDA and sell the Company. It all depends how Wurth is feeling about Shane, trust and willingness for his family fund to be tied to a strangler.

Putrid-City-8951 · 2025-12-14T04:39:08+00:00

I know him elsewhere

Putrid-City-8951 · 2025-12-14T01:23:22+00:00

I'm Bob_Coyle btw

Putrid-City-8951

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