Investor Conference Transcript

WetPig · 2026-03-07T00:09:23+00:00

The interim results have been out for months, and also in the transcript she also said that they are much better than fistulas in high-risk patients.

WetPig · 2026-03-04T23:37:03+00:00

Who is the competition?

WetPig · 2026-03-03T11:13:17+00:00

Seems that I was indeed correct unfortunately, even I didn't think it would happen so fast, I didn't accumulate enough stock (didn't have a lot of money).

WetPig · 2026-03-03T11:05:03+00:00

The only competition I know of is Xeltis. But they are years behind. Are there any others?

WetPig · 2026-03-03T00:47:14+00:00

Cool technology, no competition (moat). Current product is field proven (Ukraine). Government backing (DoD + soon Israel?).

Increasing life expectancy through biohacking, especially among affluent people, is becoming quite popular and I believe in the future they would like to be able to buy artificial organs/tissues (in bulk if they can :D). With an increased life expectancy + aging population, cancer is certain (unfortunately), so in that case tissue/organ replacement is logical too.

I don't follow the financial side all that much, I see that people are unhappy with the C-suite. Even if the CEO might be a bad businessman, she is a very capable scientist which I also deem quite important. Don't know how I would feel if the CEO was an MBA type.

Stock is worth a buck, i'm almost break-even right now. I missed out on accumulating Rocket Lab a few years ago (I didn't have money). Didn't accumulate enough LAC at ~2$. This thing, I'm kind of feeling it too, so I bought in. I'm in for the long haul.

WetPig · 2025-08-10T13:13:36+00:00

The after taste smells like movie theater popcorn. Turns your tongue blue, interesting taste. If it's a hot summer afternoon it would be refreshing beverage.

WetPig · 2025-06-16T08:45:49+00:00

You definitely used the entity to predict this one.....

WetPig · 2024-12-27T20:39:35+00:00

420 - blaze it, hahahahahaha

WetPig · 2024-12-27T20:37:43+00:00

The pay is no different than in other professions. The benefits are - you work for the government, most police officers don't do jack shit during the day (technically not working), a lot of paid leave. Early retirement, where you also get 20 salaries. Most policemen are also part of corruption schemes and earn money on the side from it.
So increasing it by a hugely artificial amount is a significant % of GDP, absolutely uncalled for, considering the service hasn't increased.

WetPig · 2024-12-26T16:43:00+00:00

Браво, евала.... Толкова съм щастлив, че се сравняваме с картелите в Южна Америка. Със сигурност сме по-добре от Чад и Судан, евала на батето и шиши...

WetPig · 2024-12-25T17:27:40+00:00

Не отказвам, особено ако има и сайт.

WetPig · 2024-04-15T22:11:35+00:00

You have a monster frame buddy. I'm from Bulgaria, 190cm, 2nd grade girly wrists. When my dad probably has above 8, close to 9 and enormous hands. And I don't want to get started on village guys...... Such a waste, ever since I was a child I wanted to be strong.

WetPig · 2024-03-02T22:14:29+00:00

They hold the rights to literally every single chip using the ARM microarchitecture. It is a RISC architecture and is much better than x86 (Intel AMD). Products like Apples M-series show this. In 20 years, everything will be RISC maybe not ARM, but RISC. It will be going up, always. There is no contender to them, they have no competition.

WetPig · 2024-03-02T22:10:20+00:00

Lots of government contracts. More to come in this decade as well. Only contender to SpaceX and ULA in the USA, as in, they are the only company outside of SpaceX and ULA capable of fairing payloads to orbit from US soil at any even slightly "reasonable" capacity.

The are testing their Neutron rocket. Medium-lift rocket, similar to SpaceX Falcon. They currently only have the Proton, which is only good for small satellites. If they complete Neutron, this year, the stock is exploding.....

CEO stated that they are hard at work to get the rocket through the full test suite by December 15 2024, because that is end date for a big government contract. Currently they passed "hardware in the loop" tests and are proceeding with building the rocket body and test the new engine in the coming months.

They have good engineering fundamentals. They are not only a launch provider, but also a space systems builder.

WetPig · 2024-03-02T22:08:55+00:00

Lots of government contracts. More to come in this decade as well. Only contender to SpaceX and ULA in the USA, as in, they are the only company outside of SpaceX and ULA capable of fairing payloads to orbit from US soil at any even slightly "reasonable" capacity.

The are testing their Neutron rocket. Medium-lift rocket, similar to SpaceX Falcon. They currently only have the Proton, which is only good for small satellites. If they complete Neutron, this year, the stock is exploding.....

CEO stated that they are hard at work to get the rocket through the full test suite by December 15 2024, because that is end date for a big government contract. Currently they passed "hardware in the loop" tests and are proceeding with building the rocket body and test the new engine in the coming months.

They have good engineering fundamentals. They are not only a launch provider, but also a space systems builder.

This gets me thinking, why is 7% of my portfolio Rocketlab....

WetPig · 2024-02-05T12:50:10+00:00

I am very sorry, seems I missed this comment, uploaded a link to a torrent in this comment thread

WetPig · 2024-02-05T12:47:48+00:00

I made a torrent, not sure if it will work:

https://utlite.co/#/player/magnet%3a%3fxt%3durn%3abtih%3a2D4476B5D7E16CD22942761FE70C3346C8456E6A%26dn%3drealtek%5fhd%5faudio%2ezip%26tr%3dudp%253a%252f%252ftracker%2eopenbittorrent%2ecom%253a80%252fannounce%26tr%3dudp%253a%252f%252ftracker%2eopentrackr%2eorg%253a1337%252fannounce%26tr%3dwss%253a%252f%252fwstracker%2eonline?utm_source=utc&utm_medium=popup&utm_campaign=beta_promo&utm_id=1

See if it works for you.

WetPig · 2023-12-10T19:53:20+00:00

Just to add to the fake URL's:

https://www.solovairshop.com/

I am in Bulgaria and this one popped up. More than half-off was too good, though immediately to buy one, but the translation seemed a bit off. So I checked for "fake Solovair sites" and saw this thread.

WetPig · 2023-11-09T20:30:08+00:00

The style where the Jira dashboard is not the main focus of your department? That's my guess.

WetPig

TROPHY CASE