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Stock Thread (25 Viewers)
- Thread starter St. Louis Bob
- Start date
ghostguy123
Footballguy
I put a few limit orders in down below where I thought they would get to, go outside for 20 minutes, they all hit. I guess I am happy......
Don Hutson
Footballguy
This is Whyatt's first post in the FBG message board. CYDY opened at $1.04 on this day. I hope he shorted it. But who cares what his intentions are. We should encourage a dissenting opinion. We tend to be an echo chamber in this forum when discussing CYDY.
NajehHejan
Footballguy
Anyone know why all of a sudden the market took a big dump? It can't be the NY State Trump tax return thing, right? Not being political, just can't find a "story" for the bloodshed. Maybe it's
'just algorithms?
'just algorithms?
sublimeone
Footballguy
Anyone following SNRE? Had made a nice little run recently.
Nope. I’ve tried to help inform this group on CYDY’s prospects and competition. In that I have more to offer than anyone on this board.
For that I get called out and ridiculed. Great.
If CYDY shocks the world, I’ll return and take my lumps. If things don’t turn out so well for CYDY investors, and my points stand, I hope you do the same.
sporthenry
Footballguy
Waiting for our good friend to come in and tell us everything was priced in. Economic gravity. I think data about a v-shaped recovery is quickly disappearing coupled with a resurgence that will keep a lid on economic activity.
Who knows what the Fed is doing behind the scenes but they could also be reducing repo operations or something of the like. I doubt it but that is my big blind spot with this market. Any semblance of tightening or less easy conditions and market will drop.
adonis
Footballguy
What are your thoughts on the agreement with American Regent, the profit sharing terms, and cancellation options? Is it more favorable for CYDY or the manufacturer?
Do you think the prospects for CYDY are just bad on the COVID-19 front, or all fronts including cancer and HIV/AIDS?
Fed Repo went back to zero earlier this week: https://www.ft.com/content/bc2d5e0e-0c02-4bca-89e7-a2a6784ab6f2
-OZ-
Footballguy
ghostguy123
Footballguy
If you are an idiot noob like me, is this a good time to just put everything in the seemingly undervalued dividend stocks?
T, XOM, PFE, PM, PPL.........
T, XOM, PFE, PM, PPL.........
-OZ-
Footballguy
Anything over $50 I've been adding 1-2 shares as it drifts down. this forces me to keep cash on hand. Currently at 22% cash.
Sand
Footballguy
NajehHejan
Footballguy
I can't believe how wrong I was on this. Disgusted with myself. Just holding - DCA probably isn't a bad idea, I just hate this thing so much, I'm gonna ride it out myself.
sporthenry
Footballguy
ghostguy123
Footballguy
fantasycurse42
Footballguy Jr.
Back in Feb or March, I stated that it felt like he had an ulterior motive. This was before Covid and CYDY was only making HIV noise for the most part (hence Gilead, AF, etc.). FBG prob indexed on the first or second page of Google when searching for CYDY, Cytodyn, Leronlimab, etc..
Regardless, I hope Chet and a consortium of rich smart dudes like him can find a way to get NP out, a good CEO in, and get this on to a real exchange ASAP. To me it feels like a chunk of the ride up and down was pure manipulation and it scares me, needs to be fixed ASAP.
ETA: I do agree we need dissenting opinions though. Unfortunately, I haven't really trusted his since his origins and motives are sketchy at best.
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Golf Guy 69
Footballguy
I agree but he has zero transparency and history. He would be given zero credibility on any other topic on this board. Call me highly skeptical when he has zero interest to care this much. Have you ever shorted CYDY? Let's see if we can start with an honest answers. Not many people can care as much as you do about CYDY without skin in the game. And as you said, you have the most the offer on this. Just a good samaritan? Just want to know your motive.
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sporthenry
Footballguy
Manipulation by who though? I didn't see CYDY or NP do anything differently over the past few weeks. That is why I bought on the way up. The company didn't seem complicit in the ride up. Nor did they do anything in the open like raise money. Of course, it will be interesting to see who sold what and when. But don't they have to disclose that? Even if they sold what was registered in the S-3? I probably should have paid more attention to that stuff.
Good grab. So far discussion of shorting, Culper and Adam F. I’m sorry, I’m like @fantasycurse42 very skeptical of his pharma insight and motives. Someone in biotech/pharma wouldn’t go to those 3 right away as their links and research. Someone who shorts stocks and has only ever posted about 1 stock would.
I’m all for other opinions even if negative because it’s good to hear the other side. I still think he’s got different intentions than giving us real intelligence. I don’t see any harm around some of us saying that we think he’s got ulterior motives. I thought that last round of his posts when the stock was hovering around $2-3.
fantasycurse42
Footballguy Jr.
Really? Scumbags looking to make money through manipulation. This stock is not very regulated. You saw how easy it went from $10 to $4.65? That was manipulation. I'm pretty sure there was some of that, but it was more inconspicuous on the way up.
It doesn't take a JPM sized bankroll to manipulate CYDY, and at these levels, there is def juice to squeeze; hence, the need for up-listing ASAP! This and the Covid data are the two most important things right now, imo.
⚡DEADHEAD⚡
Footballguy
Just some thoughts on CYDY...
A path to generating revenue is a critical, though not imperative, aspect to get off the pink sheets and on a real exchange. To generate revenue, the company HAD to sign a manufacturing agreement (I'd like to know how production is going particularly in the COVID environment). To generate revenue, the company also HAD to sign a distribution agreement. Both of these are done, although on what terms?
The company also has to have a drug to market. Enter Immuvance.
These are solid, albeit necessary, events.
Frankly, I can't keep up on the trials. What's in Mexico? What's mild-to-mid stage, what's critical-to-severe?
I am concerned we have a chicken-egg problem. An exchange may want to see revenue before agreeing to an uplist, or at least may want to see positive test results as determined by an independent credible organization. Or maybe the HIV treatment is sufficient and the rest is gravy.
Would have been nice had the government agreed to purchase some leronlimab for trial use in emergency cases.
CYDY and NP MUST have been working hard to get some government funding. Would like to know why that didn't work out. Someone, somewhere along the line said no.
Personal opinion is that NP is pushing all in. If he was smart, he'd be taking a backseat and bring on a polished, expert face for the company but egotism and hubris are powerful personality traits.
A path to generating revenue is a critical, though not imperative, aspect to get off the pink sheets and on a real exchange. To generate revenue, the company HAD to sign a manufacturing agreement (I'd like to know how production is going particularly in the COVID environment). To generate revenue, the company also HAD to sign a distribution agreement. Both of these are done, although on what terms?
The company also has to have a drug to market. Enter Immuvance.
These are solid, albeit necessary, events.
Frankly, I can't keep up on the trials. What's in Mexico? What's mild-to-mid stage, what's critical-to-severe?
I am concerned we have a chicken-egg problem. An exchange may want to see revenue before agreeing to an uplist, or at least may want to see positive test results as determined by an independent credible organization. Or maybe the HIV treatment is sufficient and the rest is gravy.
Would have been nice had the government agreed to purchase some leronlimab for trial use in emergency cases.
CYDY and NP MUST have been working hard to get some government funding. Would like to know why that didn't work out. Someone, somewhere along the line said no.
Personal opinion is that NP is pushing all in. If he was smart, he'd be taking a backseat and bring on a polished, expert face for the company but egotism and hubris are powerful personality traits.
On another topic, kind of surprised DIS has held up well the past week. I only follow a few stocks on Todem’s list and haven’t invested mainly because I’m likely covered in my 401k funds. JPM, DFS, MGM and BLMN have almost identical 1 month charts, pretty much down. DIS was with them and turned a corner the past week. Any thoughts on why it hasn’t followed since it’s assets (movies, sports, parks, cruises) aside from Disney+ are highly affected by CV. I don’t recall any upbeat news, just wondering why it seemed to break ranks.
It’s breaking ranks because people are irrational about it. You can read some of the post here saying that they are holding regardless even though they also believe it may go downIt’s breaking ranks because people are irrational about it. You can read some of the post here saying that they are holding regardless even though they also believe it may go down
⚡DEADHEAD⚡
Footballguy
ex-ghost
Footballguy
sporthenry
Footballguy
I guess I misinterpreted you. I took your post to say that NP or the company was engaged in it but I guess you just mean they need to uplist it? I have no doubt that the stock has been manipulated on both sides. I am less concerned with that to a degree and more concerned about what insiders are doing. They have more skin in the game then us so if he is pumping the stock publicly and selling behind closed doors like MRNA, then I'm more worried.
adonis
Footballguy
Not sure what their revenue breakdown is regarding things requiring in person visits vs films vs streaming vs merch...but their streaming services likely will see an uptick both with Hamilton on Disney+ and perhaps more shutdowns.
I personally don't like it above 100 but who knows if it'll drop that low again soon.
CR69
Footballguy
I don’t remember the percentages but a VERY large majority of their income comes from parks and movies. Streaming (plus and Hulu) was a small amount.
sporthenry
Footballguy
38% of their revenue and 45% of their 2019 operating income was from Parks, Experiences and Products. 75% of that segments revenues, so 29% of DIS total revenue are from theme park admissions, resorts and vacations and Parks & Experiences merchandise, food and beverage. All of which has to have been close to a 0 over the past few months.
36% of their revenue and 50% of their operating income is due to Media Networks which are also likely to be hit with no sports and decreasing ad budgets. Studio entertainment represents another 16% of revenue and 18% of operating income.
Disney+ will obviously grow but it's not making any money. This will likely accelerate the time it takes for it to make money. But operating income in that segment will always be weird because it depends how much costs they allocate to it in terms of content. When DIS launched DIS+, they were looking for it to be profitable in 2024.
Well, we are going to be heading into Q2 earnings season. It could get gruesome for some companies with a fully affected quarter. Q1 still was 80% normal so not a great indicator.
I think that’s partially why tech has done so well. Some of it is a flight to safety as many tech stocks have done well like LVGO that raised guidance for Q2 a few days ago.
I think that’s partially why tech has done so well. Some of it is a flight to safety as many tech stocks have done well like LVGO that raised guidance for Q2 a few days ago.
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Yes this board is an echo chamber and the majority prefer it that way. There are no real analysts covering this stock, so your sources are the company, what the company actually does, and folks like Adam F and shorters.
All the other message boards are echo chambers, I thought this could be different, and it is for stocks besides this one.
Thankfully I never shorted the stock.
I’ve addressed this multiple times. I’ve been helped here and decided to offer my input. Worked out great huh.
Look we have talked about CCR5 antagonists, Maraviroc is approved and on the market for years. It has the same MOA as Leronlimab. So why isn’t it studied in Covid trials. Because of side affects, absolutely not. Because the patent holder feels it’s not as good as other immunotherapys- I think yes.
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skycriesmary
Climbing up the Walls
Yeah, I mentioned this last week, but never actually took the plunge. That's SO on brand.
The Big Donkey
Footballguy
AMD up 5.8%
https://mobile.twitter.com/AuspexResearch/status/1280930092982697985
legit? This is not my area of expertise.
