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Posted: 4/25/2022 12:34:10 PM EDT
[#1]
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Posted: 4/25/2022 12:41:22 PM EDT
[#2]
Quote HistoryOriginally Posted By colt_thompson: I don't see a lot of bad news coming out in fertilizers I'm still buying MOS, UAN and CF I feel they can double by late 3rd quarter But I also bought BBIG at $7 so you shouldn't listen to me UAN has historically traded at 10x ebitda minus debt, rearward looking 12 months. That is 145ish today. 8 days from now should be $220ish. Its why the past 18 months are stair step. I bought more at $140. I am officially out of dry powder. 2k shares and 200 Nov Options. |
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USA
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Posted: 4/25/2022 12:59:53 PM EDT
[#3]
Musk purchases Twatter but can't throw a few fucking bucks the way of the best in class lidar?
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Posted: 4/25/2022 1:00:15 PM EDT
[#4]
Quote HistoryOriginally Posted By colt_thompson: I don't see a lot of bad news coming out in fertilizers I'm still buying MOS, UAN and CF I feel they can double by late 3rd quarter But I also bought BBIG at $7 so you shouldn't listen to me ...I bought BBIG at...ya, not gonna admit it, but over $7 Wouldn't fertilizer peak late 2Q? Spring sales would be the high point? |
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Posted: 4/25/2022 1:09:11 PM EDT
[Last Edit: Osprey61]
[#5]
Great video. Couple of points...the shorts (and competitor's stock holders) are already hyperventilating about the cooling fins. Guess I'd be attacking something...anything...I could at this point. They're being used because the testing is being done with a FPGA (Field Programmable Gate Array), instead of the ASIC the unit will run in the final config, which is much cooler. They really should have spared a few seconds to do a little technical explanation, but I understand keeping it at the whiz-bang level for a PR video. Some talk about overclocking for testing purposes too, but I'd be lying if I understood how you run a computer faster than it's intended limits.
The only manufacturer doing complex scenario, high speed maneuver testing. That's huge, and should have been foot-stomped, too. The "highway" design Volvo is testing only allows the system to be turned on when the system says it's safe to do so, and the parameters turn out to be highly restrictive. After one of Elon's autos hit an aircraft a day or so ago he has to be watching this pretty closely...or at least his engineers are. You really begin to understand how incredibly complex this whole enterprise really is...computer vision, and active computer guidance based on that input is next level indeed. Starting to understand why Sumit says in many aspects this parallels the actual computer revolution. |
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Posted: 4/25/2022 1:10:15 PM EDT
[Last Edit: Osprey61]
[#6]
Double tap...
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Posted: 4/25/2022 1:19:51 PM EDT
[#7]
Quote HistoryOriginally Posted By rustyboy: UAN has historically traded at 10x ebitda minus debt, rearward looking 12 months. That is 145ish today. 8 days from now should be $220ish. Its why the past 18 months are stair step. I bought more at $140. I am officially out of dry powder. 2k shares and 200 Nov Options. Quote HistoryOriginally Posted By rustyboy: Originally Posted By colt_thompson: I don't see a lot of bad news coming out in fertilizers I'm still buying MOS, UAN and CF I feel they can double by late 3rd quarter But I also bought BBIG at $7 so you shouldn't listen to me UAN has historically traded at 10x ebitda minus debt, rearward looking 12 months. That is 145ish today. 8 days from now should be $220ish. Its why the past 18 months are stair step. I bought more at $140. I am officially out of dry powder. 2k shares and 200 Nov Options. I am watching these - might start one of them on this downturn which I do think it is nothing other than general market skittishness. Can someone confirm whether UAN issues a K-1? Seems they are a Ltd Prtnsrshp? Thoughts on IPI? I was going to start with this one. |
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Posted: 4/25/2022 1:26:46 PM EDT
[#8]
Quote HistoryOriginally Posted By Osprey61: Great video. Couple of points...the shorts (and competitor's stock holders) are already hyperventilating about the cooling fins. Guess I'd be attacking something...anything...I could at this point. They're being used because the testing is being done with a FPGA (Field Programmable Gate Array), instead of the ASIC the unit will run in the final config, which is much cooler. They really should have spared a few seconds to do a little technical explanation, but I understand keeping it at the whiz-bang level for a PR video. Some talk about overclocking for testing purposes too, but I'd be lying if I understood how you run a computer faster than it's intended limits. The only manufacturer doing complex scenario, high speed maneuver testing. That's huge, and should have been foot-stomped, too. The "highway" design Volvo is testing only allows the system to be turned on when the system says it's safe to do so, and the parameters turn out to be highly restrictive. After one of Elon's autos hit an aircraft a day or so ago he has to be watching this pretty closely...or at least his engineers are. You really begin to understand how incredibly complex this whole enterprise really is...computer vision, and active computer guidance based on that input is next level indeed. Starting to understand why Sumit says in many aspects this parallels the actual computer revolution. Even with cooling fins, it's not as bad as this abortion. 
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Posted: 4/25/2022 2:03:19 PM EDT
[#9]
Hopefully this doesn't screw me over, doing something I said I wouldn't. Transfered 100,000 DOGE to robinhood to turn into more MVIS shares. I'm just worried robinhood will report me receiving dogecoin to my own wallet as income.
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Posted: 4/25/2022 2:07:11 PM EDT
[#10]
Quote HistoryOriginally Posted By Vengeance6661: LAZR partners with Nissan U-G-L-Y you ain't got no alibi!! Atleast they got a partnership, I guess. https://www.autocar.co.uk/sites/autocar.co.uk/files/styles/gallery_slide/public/images/car-reviews/first-drives/legacy/nissan-skyline-autonomous-prototype-09.jpg?itok=5T9L3jEq https://www.autocar.co.uk/sites/autocar.co.uk/files/styles/gallery_slide/public/images/car-reviews/first-drives/legacy/nissan-skyline-autonomous-prototype-23.jpg?itok=iZfmfBPw They should disguise it and make it look like those roof mounted air scoops for mid engined supercars.  Attached File |
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WI, USA
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Posted: 4/25/2022 2:13:17 PM EDT
[#11]
Quote HistoryOriginally Posted By RyanEsstac: Hopefully this doesn't screw me over, doing something I said I wouldn't. Transfered 100,000 DOGE to robinhood to turn into more MVIS shares. I'm just worried robinhood will report me receiving dogecoin to my own wallet as income. You're going to incur the same cap gains exchanging the DOGE for MVIS and then be on Robinhood with it? |
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Posted: 4/25/2022 2:15:32 PM EDT
[#12]
Quote HistoryOriginally Posted By RyanEsstac: Hopefully this doesn't screw me over, doing something I said I wouldn't. Transfered 100,000 DOGE to robinhood to turn into more MVIS shares. I'm just worried robinhood will report me receiving dogecoin to my own wallet as income. You must have bought DOGE before I did for it to be considered as income now, mine would be a loss. It still has value but it's down by about 35-40% from when I got in. |
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Posted: 4/25/2022 2:18:33 PM EDT
[#13]
Quote HistoryOriginally Posted By TinSpinner: You must have bought DOGE before I did for it to be considered as income now, mine would be a loss. It still has value but it's down by about 35-40% from when I got in. Quote HistoryOriginally Posted By TinSpinner: Originally Posted By RyanEsstac: Hopefully this doesn't screw me over, doing something I said I wouldn't. Transfered 100,000 DOGE to robinhood to turn into more MVIS shares. I'm just worried robinhood will report me receiving dogecoin to my own wallet as income. You must have bought DOGE before I did for it to be considered as income now, mine would be a loss. It still has value but it's down by about 35-40% from when I got in. All of mine was mined and has been on a wallet on my PC from 2012 |
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Posted: 4/25/2022 2:19:06 PM EDT
[#14]
Quote HistoryOriginally Posted By Kuraki: Why not just sell the DOGE and use the cash at whatever broker you'd prefer? You're going to incur the same cap gains exchanging the DOGE for MVIS and then be on Robinhood with it? Quote HistoryOriginally Posted By Kuraki: Originally Posted By RyanEsstac: Hopefully this doesn't screw me over, doing something I said I wouldn't. Transfered 100,000 DOGE to robinhood to turn into more MVIS shares. I'm just worried robinhood will report me receiving dogecoin to my own wallet as income. You're going to incur the same cap gains exchanging the DOGE for MVIS and then be on Robinhood with it? Doge on a wallet has to be transferred to some exchange where you can sell it. |
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Posted: 4/25/2022 2:25:16 PM EDT
[#15]
Quote HistoryOriginally Posted By RyanEsstac: All of mine was mined and has been on a wallet on my PC from 2012 Quote HistoryOriginally Posted By RyanEsstac: Originally Posted By TinSpinner: Originally Posted By RyanEsstac: Hopefully this doesn't screw me over, doing something I said I wouldn't. Transfered 100,000 DOGE to robinhood to turn into more MVIS shares. I'm just worried robinhood will report me receiving dogecoin to my own wallet as income. You must have bought DOGE before I did for it to be considered as income now, mine would be a loss. It still has value but it's down by about 35-40% from when I got in. All of mine was mined and has been on a wallet on my PC from 2012 I'm not smart enough to mine things that don't need shovels and picks to get to. 
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Posted: 4/25/2022 2:46:23 PM EDT
[#16]
Quote HistoryOriginally Posted By RyanEsstac: Hopefully this doesn't screw me over, doing something I said I wouldn't. Transfered 100,000 DOGE to robinhood to turn into more MVIS shares. I'm just worried robinhood will report me receiving dogecoin to my own wallet as income. Is it common for DOGE to just jump 2 cents all at once like it did today? |
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Posted: 4/25/2022 2:52:39 PM EDT
[#17]
Quote HistoryOriginally Posted By KaiK: I was joking because stock was up. Well, the 2.50 calls you sold when I sold 3.00 are starting to show signs of life. I assume you're still in the green though. |
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Posted: 4/25/2022 2:52:54 PM EDT
[#18]
The musk/Twatter deal is a go
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Posted: 4/25/2022 2:56:45 PM EDT
[#19]
Quote HistoryOriginally Posted By RyanEsstac: Hopefully this doesn't screw me over, doing something I said I wouldn't. Transfered 100,000 DOGE to robinhood to turn into more MVIS shares. I'm just worried robinhood will report me receiving dogecoin to my own wallet as income. Why are you still using that trash app? |
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Posted: 4/25/2022 2:58:08 PM EDT
[#20]
Quote HistoryOriginally Posted By PepePewPew: Well, the 2.50 calls you sold when I sold 3.00 are starting to show signs of life. I assume you're still in the green though. Probably, I'll let you know when all my apps load on my new phone. |
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Posted: 4/25/2022 3:00:18 PM EDT
[#21]
Quote HistoryOriginally Posted By RyanEsstac: Hopefully this doesn't screw me over, doing something I said I wouldn't. Transfered 100,000 DOGE to robinhood to turn into more MVIS shares. I'm just worried robinhood will report me receiving dogecoin to my own wallet as income. |
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GA, USA
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Posted: 4/25/2022 3:01:57 PM EDT
[#22]
Quote HistoryOriginally Posted By apexcrusade: The musk/Twatter deal is a go TWTR Bid: 0.10 Ask: 500.00 Last: 51.63 Chg ($): 2.70 Vol: 117.88M |
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Posted: 4/25/2022 3:03:20 PM EDT
[#23]
Damn, what a day.
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SC, USA
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Posted: 4/25/2022 3:14:32 PM EDT
[#24]
GOFF If Sharpe wins his court case on Thursday this could make good money.
if he loses it ain't going to be pretty. |
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Posted: 4/25/2022 3:15:25 PM EDT
[#25]
Quote HistoryOriginally Posted By Osprey61: Some talk about overclocking for testing purposes too, but I'd be lying if I understood how you run a computer faster than it's intended limits. Generally, overclocking involves dumping higher than normal voltages into the device/cpu/gpu and raising the clock rate. As you'd expect, this can drastically increase operating temps, which is why PC overclockers use really fancy cooling. |
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Posted: 4/25/2022 3:41:54 PM EDT
[#26]
Quote HistoryOriginally Posted By KaiK: Why are you still using that trash app? Quote HistoryOriginally Posted By KaiK: Originally Posted By RyanEsstac: Hopefully this doesn't screw me over, doing something I said I wouldn't. Transfered 100,000 DOGE to robinhood to turn into more MVIS shares. I'm just worried robinhood will report me receiving dogecoin to my own wallet as income. Why are you still using that trash app? Is there any other app I could transfer doge to and buy stocks with? I haven't paid much attention the past 6 months if others have added that. |
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Posted: 4/25/2022 4:35:20 PM EDT
[Last Edit: rustyboy]
[#27]
Quote HistoryOriginally Posted By apexcrusade: I am watching these - might start one of them on this downturn which I do think it is nothing other than general market skittishness. Can someone confirm whether UAN issues a K-1? Seems they are a Ltd Prtnsrshp? Thoughts on IPI? I was going to start with this one. UAN is a k1-issuing limited partnership. They pay no taxes, you do as owner. Options in the ira, shares in cash account. Its not really a big deal. Typically spring is peak pricing for nitrogen. It wasn't last year and probably won't be this year. EU used to make 10ish % and Russia and Ukraine each about 10%. Nat gas in EU is so high most plants are shuttered or are being paid by government to run, as CO2 for dry ice is a required byproduct of ammonia production. Most Russian leaves through Black sea, which isn't happening. Global demand has never been higher, as wheat and corn are at record prices and use most of it. Russian production may make its way over to India as urea. Natural gas in EU is driving force for ammonia floor. It takes 34MMBTUs of natural gas to make a ton of ammonia. Dutch ttf is above $30 for the next 11 months. Do the math. Over the next two quarters, uan should distribute nearly $30/share. |
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Posted: 4/25/2022 4:54:39 PM EDT
[Last Edit: Tango]
[#28]
Quote HistoryNice video. Come on sweet baby MVIS fly. Also I hear were getting Ponies...  Edit: I stole this from one of you guys. |
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Posted: 4/25/2022 5:05:03 PM EDT
[#29]
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Posted: 4/25/2022 5:05:37 PM EDT
[#30]
Quote HistoryOriginally Posted By RyanEsstac: Is there any other app I could transfer doge to and buy stocks with? I haven't paid much attention the past 6 months if others have added that. Probably not, that doss sound a little crazy. 
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WI, USA
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Posted: 4/25/2022 5:07:56 PM EDT
[#31]
Quote HistoryOriginally Posted By RyanEsstac: Doge on a wallet has to be transferred to some exchange where you can sell it. Quote HistoryOriginally Posted By RyanEsstac: Originally Posted By Kuraki: Originally Posted By RyanEsstac: Hopefully this doesn't screw me over, doing something I said I wouldn't. Transfered 100,000 DOGE to robinhood to turn into more MVIS shares. I'm just worried robinhood will report me receiving dogecoin to my own wallet as income. You're going to incur the same cap gains exchanging the DOGE for MVIS and then be on Robinhood with it? Doge on a wallet has to be transferred to some exchange where you can sell it. |
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Posted: 4/25/2022 5:08:27 PM EDT
[Last Edit: KaiK]
[#32]
Quote HistoryI hate reading balance sheets. Everyone else does too I guess as it didn't change BBIGs price. |
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Posted: 4/25/2022 5:09:09 PM EDT
[#33]
Quote HistoryOriginally Posted By Tango: Nice video. Come on sweet baby MVIS fly. Also I hear were getting Ponies... https://i.imgur.com/xZNABJT.png Edit: I stole this from one of you guys. @amanbearpig is the resident Sharmatizer. |
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Posted: 4/25/2022 5:13:41 PM EDT
[#34]
Quote HistoryOriginally Posted By KaiK: I hate reading balance sheets. Everyone else does too I guess as it didn't change BBIGs price. So read the income statement and compare 2021 to 2020 I'd like to make 9 years' pay from my ESOP benefits. And that's for the whole company on average. Compensation, benefits and payroll taxes 1,306,049 1,352,748 Stock appreciation rights compensation expense 9,870,542 1,275,748 |
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Posted: 4/25/2022 5:17:42 PM EDT
[#35]
Quote HistoryOriginally Posted By CajunMojo: @amanbearpig is the resident Sharmatizer. Quote HistoryOriginally Posted By CajunMojo: Originally Posted By Tango: Nice video. Come on sweet baby MVIS fly. Also I hear were getting Ponies... https://i.imgur.com/xZNABJT.png Edit: I stole this from one of you guys. @amanbearpig is the resident Sharmatizer. I think he made that. |
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Posted: 4/25/2022 5:36:28 PM EDT
[#36]
Quote HistoryOriginally Posted By rustyboy: UAN is a k1-issuing limited partnership. They pay no taxes, you do as owner. Options in the ira, shares in cash account. Its not really a big deal. Typically spring is peak pricing for nitrogen. It wasn't last year and probably won't be this year. EU used to make 10ish % and Russia and Ukraine each about 10%. Nat gas in EU is so high most plants are shuttered or are being paid by government to run, as CO2 for dry ice is a required byproduct of ammonia production. Most Russian leaves through Black sea, which isn't happening. Global demand has never been higher, as wheat and corn are at record prices and use most of it. Russian production may make its way over to India as urea. Natural gas in EU is driving force for ammonia floor. It takes 34MMBTUs of natural gas to make a ton of ammonia. Dutch ttf is above $30 for the next 11 months. Do the math. Over the next two quarters, uan should distribute nearly $30/share. Quote HistoryOriginally Posted By rustyboy: Originally Posted By apexcrusade: I am watching these - might start one of them on this downturn which I do think it is nothing other than general market skittishness. Can someone confirm whether UAN issues a K-1? Seems they are a Ltd Prtnsrshp? Thoughts on IPI? I was going to start with this one. UAN is a k1-issuing limited partnership. They pay no taxes, you do as owner. Options in the ira, shares in cash account. Its not really a big deal. Typically spring is peak pricing for nitrogen. It wasn't last year and probably won't be this year. EU used to make 10ish % and Russia and Ukraine each about 10%. Nat gas in EU is so high most plants are shuttered or are being paid by government to run, as CO2 for dry ice is a required byproduct of ammonia production. Most Russian leaves through Black sea, which isn't happening. Global demand has never been higher, as wheat and corn are at record prices and use most of it. Russian production may make its way over to India as urea. Natural gas in EU is driving force for ammonia floor. It takes 34MMBTUs of natural gas to make a ton of ammonia. Dutch ttf is above $30 for the next 11 months. Do the math. Over the next two quarters, uan should distribute nearly $30/share. Obliged for that recap. |
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Posted: 4/25/2022 5:49:15 PM EDT
[#37]
Quote HistoryOriginally Posted By PepePewPew: So read the income statement and compare 2021 to 2020 I'd like to make 9 years' pay from my ESOP benefits. And that's for the whole company on average. Compensation, benefits and payroll taxes 1,306,049 1,352,748 Stock appreciation rights compensation expense 9,870,542 1,275,748 Score for them.
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Posted: 4/25/2022 6:09:59 PM EDT
[#38]
Bbig up 5.7%, May 6th $3 calls are only $4. If anyone wants bbig to moon, let me sell a bunch of these to ensure the price goes up.
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Posted: 4/25/2022 6:10:58 PM EDT
[#39]
Quote HistoryOriginally Posted By Tango: Nice video. Come on sweet baby MVIS fly. Also I hear were getting Ponies... https://i.imgur.com/xZNABJT.png Edit: I stole this from one of you guys. 
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Posted: 4/25/2022 6:46:32 PM EDT
[#40]
Quote HistoryWhen a bored KIA mechanic starts a troll thread...naw, I shouldn't, that would be in poor taste. |
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Posted: 4/25/2022 7:02:13 PM EDT
[#41]
Quote HistoryQuote HistoryOriginally Posted By Total53: Originally Posted By Tango: Nice video. Come on sweet baby MVIS fly. Also I hear were getting Ponies... https://i.imgur.com/xZNABJT.png Edit: I stole this from one of you guys. https://media.giphy.com/media/JmNx7jCGRfkgmBqD8Y/giphy.gif Key reason to invest for me... 
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Posted: 4/25/2022 7:06:37 PM EDT
[#42]
Quote HistoryOriginally Posted By PepePewPew: When a bored KIA mechanic starts a troll thread...naw, I shouldn't, that would be in poor taste. 
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Posted: 4/25/2022 7:09:53 PM EDT
[#43]
Quote HistoryMaybe if I hide the image behind a spoiler tag? |
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Posted: 4/25/2022 7:14:55 PM EDT
[#44]
Quote HistoryOriginally Posted By Tango: Key reason to invest for me... Ok Tango here's your chance. I have about $30k worth of powder that will be dry in the morning. 
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Posted: 4/25/2022 7:26:32 PM EDT
[#45]
Quote HistoryOriginally Posted By Total53: Ok Tango here's your chance. I have about $30k worth of powder that will be dry in the morning. https://media.giphy.com/media/9lzQcmIgQAs9KHfeRn/giphy.gif Quote HistoryOriginally Posted By Total53: Originally Posted By Tango: Key reason to invest for me... Ok Tango here's your chance. I have about $30k worth of powder that will be dry in the morning. https://media.giphy.com/media/9lzQcmIgQAs9KHfeRn/giphy.gif |
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Posted: 4/25/2022 8:10:32 PM EDT
[#46]
Quote HistoryOriginally Posted By Rumrunner358: Frozen concentrate orange juice 
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Posted: 4/25/2022 8:14:09 PM EDT
[#47]
Wow.
As of 8PM, I'm in the green on the MVIS I bought last week, and if I include the options premiums from the covered calls, the BBIG too. |
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Posted: 4/25/2022 10:39:22 PM EDT
[#48]
Quote HistoryOriginally Posted By rustyboy: Typically spring is peak pricing for nitrogen. It wasn't last year and probably won't be this year. EU used to make 10ish % and Russia and Ukraine each about 10%. Nat gas in EU is so high most plants are shuttered or are being paid by government to run, as CO2 for dry ice is a required byproduct of ammonia production. Most Russian leaves through Black sea, which isn't happening. Global demand has never been higher, as wheat and corn are at record prices and use most of it. Russian production may make its way over to India as urea. Natural gas in EU is driving force for ammonia floor. It takes 34MMBTUs of natural gas to make a ton of ammonia. Dutch ttf is above $30 for the next 11 months. Do the math. Canadian farmers (and northern US ones) will get a late start because they still have snow; a quick search says maybe early to mid may at best. Would this, plus what you list above push the peak back much? Looks like early june peak last year; 1-2 months after seeding? |
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Posted: 4/25/2022 10:47:23 PM EDT
[#49]
Quote HistoryOriginally Posted By PepePewPew: Is it common for DOGE to just jump 2 cents all at once like it did today? Quote HistoryOriginally Posted By PepePewPew: Originally Posted By RyanEsstac: Hopefully this doesn't screw me over, doing something I said I wouldn't. Transfered 100,000 DOGE to robinhood to turn into more MVIS shares. I'm just worried robinhood will report me receiving dogecoin to my own wallet as income. Is it common for DOGE to just jump 2 cents all at once like it did today? Cryto is super volatile... no clue why it went up, but I think it may have been this. 
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Posted: 4/25/2022 10:48:48 PM EDT
[#50]
Up 3% on the day. Kind of crazy. But 1 green day usually equals 3 consecutive red days so I am prepared to get killed the rest of the week plus the Friday sell off.
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