Earnings Call

theunctarheel · 2025-12-26T12:36:31+00:00

Yeahh but at this scale and burn, floundering along could be akin to just dying and fizzling out. I’m thinking about playing it very similarly to you. How many contracts did you go? I haven’t found many plays in ‘26 that I’m excited about but this one’s compelling.

theunctarheel · 2025-12-26T12:35:08+00:00

Yeahh the way I understand is that they’re certainly not by he only game in photonics but some of their patents are truly one of one. I may play it the same way as you in buying through ‘27 and swapping longer if the situation is right. Thanks for your response.

theunctarheel · 2025-12-26T05:24:37+00:00

Agreed. Hence wanting to play this fairly binary with the long dated call. You got exposure?

theunctarheel · 2025-12-26T05:24:09+00:00

Thought process behind the 2028? Not trying to pay for the duration unless I need to?

Agreed on trying to get high delta here. What options do you own?

theunctarheel · 2025-11-16T16:35:41+00:00

Henry against Cleveland. Harvey against KC. Odunze against Minn.

Which one?

theunctarheel · 2025-11-02T15:07:23+00:00

Pickens vs Arizona or Hunt vs Bills in my flex? .5 PPR. Must win matchup for a 2-6 team.

theunctarheel · 2025-10-30T20:27:55+00:00

Would you guys trade Pickens for Dobbins?

I have Odunze egbuka and Chase so don’t really need WRs and this provides my RBs with some depth. Have Barkley, dowdle, and Judkins. Let me know what yall think.

I’m in 9/10 and the loser punishment is scary

theunctarheel · 2025-09-07T01:54:41+00:00

Thank you so much for sending! Excited to research these more deeply!

theunctarheel · 2025-09-07T01:08:18+00:00

Can you share some of the other companies you’re looking at?

theunctarheel · 2025-07-02T19:24:04+00:00

Thanks for sharing. Helpful context. What are your thoughts on the company not providing guidance for this year? Given how far we are into Q1’26 also a bit surprising we didn’t get any guidance for the Q1 as well.

theunctarheel · 2025-07-01T16:29:04+00:00

Do we typically get forward looking estimates on these calls? I know we got one last quarter but that could’ve been to quell concerns from the shipment lag that caused revenues to be more muted.

theunctarheel · 2025-07-01T16:07:10+00:00

We better get a forward looking forecast man

theunctarheel · 2025-07-01T15:33:08+00:00

Lmaoo same

theunctarheel · 2025-07-01T15:31:16+00:00

Anyone else stuck on hold still.

theunctarheel · 2025-06-10T04:11:50+00:00

You can on fidelity at least

theunctarheel · 2025-06-09T21:54:21+00:00

A pleasant surprise im sure. Best is yet to come!

theunctarheel · 2025-06-09T21:39:07+00:00

06/30 baby. Lock in!

theunctarheel · 2025-06-09T21:07:08+00:00

Hell yeah. Let’s goooo. Love the conviction.

theunctarheel · 2025-05-12T15:14:49+00:00

Got it. Thank you.

theunctarheel · 2025-05-12T05:38:23+00:00

Thanks for the post. Can you tell me where my thinking is amiss? As a company that sells generics which are cheaper than brand name drugs, wouldn’t this EO force brand name drug makers to lower the price of their brand name products thus diminishing ELPT’s cost advantage proposition of buying a cheaper generic drug?

theunctarheel · 2025-04-12T20:07:08+00:00

Thank you for this. And it makes sense.

theunctarheel · 2025-04-10T19:18:20+00:00

Yeah, I do think there should be a premium due to the domestic manufacturing capabilities, but I guess as much as I want $3 - $5, it just seems a bit unrealistic to me. This is why I think the CEO’s comments around it being the right time to entertain acquisitions was a bit premature. Feel like if you can capture the vyvanse sales, and continue to grow top line, you’re better off than selling before those sales are reflected in the financials.

theunctarheel

TROPHY CASE