bayoubengals88

I see that FLR is building for Centrus…
Intriguing.
More upside than KBR

I’ve had my eye on Centrus for about 6-7 months now, and they just came up organically in my research.
I had no idea that they were so reasonably priced right now.
…unless Gemini is lying to me.

I may go the route of LEU. They actually have a moat.

They fricking didn't.
Y'all don't verify shite here.
You just believe whatever you want.

Stock would be down 25+ percent if this had happened.
If you want the truth, check the news against the market.

TEVA -1.36%

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Anyone adding more?

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Like I said earlier, could be $5 one week or $15 the next.
We don't have much of an idea of how MRLN trades given it's only been a couple of weeks. Other than erratically...

I plan to see the thesis through here so I'm comfortable buying anything below $12, which is where accredited investors bought 20 million worth.

$6,7,8,9, is all a gift if you believe in the leadership, tech, and opportunity.

If it's 7-8 tomorrow, I may buy a bit more, but I'm pretty happy with my long term position size.

frick!!!

YEAHHHH!!!!!!!!!!!!!! :dude: :geauxtigers: :cheers: :geauxtigers:

You know how I know this didn't happen?

Stock is only down .21%

Use your head.

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Cool, thanks BB

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It's an exceedingly important question. If there's no answer, then there's no moat.
I think the no GPS dependency is a game changer.
:cheers:

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How does MRLN technology differ from the Garmin auto controls? Are they competing, or in different spaces?

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PAYS has moved from $5 to $6 over the course of four of the worst market days we've seen in a long time.

I think there's still about 66% upside from here.

Yep. Just a reminder that the core business is once again trading at less than 2x forward ARR, and quite possibly just 1x 2027 ARR.