Favorite team:LSU 
Location:Vero Beach, FL
Biography:Graduated from LSU in '86
Interests:LSU Football, Basketball, and Baseball
Occupation:Technical Consultant
Number of Posts:27858
Registered on:1/30/2005
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re: Spec Play - HGRAF

Posted by Jax-Tiger on 5/18/26 at 11:14 am to
quote:

I have been through a few reverse splits and got screwed, each and every time.


I know. Usually, a reverse split is a gimmick. In this case, though, it would be so they can get a NASDAQ listing, rather than to prevent a delisting, which should be a net benefit.

If they do the reverse split in order to conceal an inherent weakness in the companies value, then we should all be concerned.

Like I said, I don't think it will come to that, as their are other factors, as well. There are alternatives to share price...

re: Retiring at 50 with $2MM in savings

Posted by Jax-Tiger on 5/18/26 at 9:17 am to
quote:

$6200 mortgage
$400 electric
$2000 two car payments
$280 auto insurance
$200 grass guy
$5500 credit card bill mine
$1250 ranch payment
$1000 credit card bill wife
$1000 groceries and tolls
$200 cell phone
$150 HOA
$45 natural gas bill
$250 water bill


So 3/4 of a million mortgage? $1000 car payments?

You have a very highly leveraged lifestyle. Most people won't carry that into retirement. I will not have a house payment or a car payment when I retire and move into my forever home, if I can help it. I pay off my credit cards every month, although I am using them more to accumulate perks/benefits.

I want the simplicity and security of fewer bills and a less complicated financial footprint.





re: Real estate is correcting

Posted by Jax-Tiger on 5/18/26 at 8:47 am to
I look at real estate in my area, and I see the same houses on the market that were there 6 months ago.

I know this because I am looking and there are certain neighborhoods that I am interested in, and the only houses that are moving are the ones that are bargains compared to other houses on the market. Many houses are being pulled off the market after sitting for a few months.

I am sitting on the sidelines until the market shows signs of heating up. When that happens, I think you will see a lot of folks putting their houses back on the market and inventory will shoot up.

Right now, if you restrict Zillow to houses that were listed in the last 2 weeks, 90% of the inventory disappears from the map. The listings go from 793 down to 69.



re: Spec Play - HGRAF

Posted by Jax-Tiger on 5/18/26 at 8:40 am to
quote:

My only concern is if they push it under $4. Doesn’t that reset the clock on the uplist?


Not necessarily. There are other alternative criteria. I don't know the details, but it's not a hard and fast rule.

I think they would probably do something, if needed. One possibility is to a reverse split, where your share count would be halved, although, ostensibly, the value of those shares would be doubled.

I don't think it will come to that because everyone knows that they want the stock above $4, and if it gets near that threshold, there will be buyers stepping in - including many on this board, who will buy more shares.
I had a sell order for my 1/27 BRUN $30c set for $13 and it hit while I was running errands. I had forgotten about it.

Oh well, I paid $5.20 for them, and I had 20 contracts, so I can't complain too much.

re: Spec Play - Sparc Tech - SPTCF

Posted by Jax-Tiger on 5/15/26 at 1:39 pm to
quote:

I’m sitting tight and watching the price shite just as I predicted right after I bought.


I think their 4200 hr corrosion test is completing soon. This is the leading standard in the industry and could lead to an explosion in buyers.

Per Gemini:

quote:

Sparc Technologies (ASX: SPN), in collaboration with HydroGraph Clean Power Inc., is conducting 4,200-hour cyclic corrosion testing on graphene-enhanced coatings. This testing, based on the ISO 12944 international standard, aims to validate the durability of HydroGraph’s FGA-1 Fractal Graphene within Sparc's ecosparc® additives, specifically targeting high-performance solvent-based coatings for industrial infrastructure. [1, 2, 3, 4]

Key Details of the 4,200-Hour Testing

Purpose: To validate the performance and durability of graphene-enhanced protective coatings in harsh environments.

Standard: ISO 12944, the leading standard for assessing steel corrosion protection.

Material: HydroGraph’s "explosion synthesis" FGA-1 graphene is being added to Sparc Technologies' ecosparc® coating additives.

Background: Previous laboratory testing (1,680 hours) on water-based coatings showed a 39% to 60% reduction in scribe corrosion creep.

Commercial Target: The 4,200-hour testing aims to accelerate the commercialization of these coatings in the global protective coatings market. [1, 2, 3, 4]

This initiative is a crucial step for Sparc Technologies to prove the long-term effectiveness of its graphene additives against traditional anticorrosive methods. [1]




I remember listening to that earnings report and thinking, "Hell, yeah!". The market proceeded to piss all over that great earnings report.

quote:

This is essentially how I lost my whole arse on NBIS last fall


Can you imagine where we would be if we had employed the current strategy with NBIS in November? July '27 options instead of December?
quote:

I'll look into both now, but I meant ELVA.


I know. I was just asking which is preferred. Fundamentals look better for ELVA, but with these type companies, its going to come down to who signs the big deal first.
These are the postions I struggle with. I have something 1/27 $30 calls, and Im up over 100%. The question is, what to do? Take profits? Let 'em ride?

Kinda nice decision to have...
quote:

I usually am one to hold forever until it goes back up


This is more of an emotional response.

Taking a loss isn't a bad thing. You can report the loss on your taxes, and it frees up money for a stock you like better.

If you wait for MRLN to go ip 25% but OUST goes up 30%, you'll end up with fewer shares in the end.
quote:

10/10 is when my share switched to long-term so it's a decent incentive to keep it going


Mine are converting to long term next month.

My dog is going nuts and barking every time those jets fly overhead. And this is just practice. I live about a mile from the airport, but not in line with the runway, so we never hear jets unless the Blue Angels are in town.

Most of the planes in and out of here are Piper prop planes, since Piper is based here. When my ship comes in, I'm gonna buy one of those $5M Piper turbo props that cruise at over 300 knots...

quote:

What are you thinking?


I am thinking that every dollar that this goes over $230 is a dollar that is going to someone else. So I don't want to be sitting on $115K that could double and not see a dime of it.

I also think that if I'm the one who bought the calls, I'm not going to exercise it any time soon. I wish they would, because that would let me off the hook.

The original payment for the options is moot. No matter what I do, that money is mine, so I'm not subtracting it out, just to make myself feel better.
It's gonna be $40k ish to buy them back. But that would save on taxes, for now. The issue now that I have is that I could spend the $40K and be done. I was paid $15K for the options, and I've probably made a little money on that.

If the price is over $230, the options will be excercised, and I will have to pay taxes on the money.

So... What are the options?

It's gonna be $40k ish to buy them back. But that would save on taxes, for now. The issue now that I have is that I could spend the $40K and be done.

What are you thinking?
Time to post a beer. From Riverside Cafe.


These Super Hornets are super loud and annoying...

re: Spec Play - HGRAF

Posted by Jax-Tiger on 5/14/26 at 10:33 am to
quote:

I wonder what caused the selloff in the first place.


Could be that the presentation Kjirsten gave yesterday basically said that things are progressing slowly and nothing is going to be happening for the next couple of months...

People are taking their profits and investing elsewhere while waiting for news.
I might just wait for one of NBIS's famous price drops so I can just buy 500 shares to replace the ones im going to have to sell. I'd have to borrow from my margin, but I would pay it off when the calls are bought.
quote:

damn have 230 covered calls on 1/3rd of my position - Jan 27. was not expecting to make a decision this quickly.


Same here. I have 5 contracts.

What are you thinking?
quote:


at $24. we letting it run or cashing out?


I have some 1/27 calls that are 60% profitable.

I will probably hold for now, until I want the money for something else...
I have watched this one, but have never been high on it. I owned a little bit at one point, but dumped it. I'm not convinced it is on the cusp of becoming a moneymaker. Maybe later on.

I think this is the cue for the rest of you to go all in...