06-13-26 spal
| Carib is correct it is apparently the positions in LEO (Low Earth Ordit - 400 miles) that are significant and able to be "monopolized". Putting them higher in "geostationary orbit" is apparently harder and more expensive. When you put them in LEO you can do so with a very simple structure - no more than essentially a fancy mobile phone and some solar panels. Small, light weight - thus the payload is limited and light (very important). These are issued in constellations and do the same thing as the much larger "state sponsored" geostationary satellites but since they orbit they pass off the task in a network of satellites as each one orbits. My understanding is that among starlink, plant labs and a couple of others they already have saturated LEO. (There is a limit to how close you can put them as their signals start to interfere one with the other) --- there is something like 10,000 in orbit right now. Monopolizing the "net" in LEO is part of the prize here. |
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06-13-26 carib
El máximo líder de la organización criminal Tren de Aragua, Héctor Rusthenford Guerrero Flores (alias "Niño Guerrero"), fue abatido durante una operación de seguridad en el estado Bolívar (sureste), resultado de una operación militar conjunta con autoridades de Estados Unidos, informó este viernes el Gobierno de Venezuela.
A través de un comunicado oficial del Ministerio de Comunicación e Información, señaló que "durante el despliegue se registraron enfrentamientos armados en los cuales resultó abatido" alias "Niño Guerrero". |
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06-13-26 carib
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06-13-26 savo
| carib... in what? the rockets? |
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06-13-26 carib
It is possible SpaceX turns into a 5Tr monopolist.
It is also possible that, like Tesla, it eventually finds better competitors.
Either way, not a "colores" play, I guess. |
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06-13-26 savo
| Adam Khoo warned investors to avoid chasing the SpaceX (SPCX) IPO on its listing day. He highlighted that the company's staggering $2 trillion valuation (roughly 109x sales and 218x Price/EBITDA) is "extreme" and priced for perfection. |
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06-13-26 savo
Adam Khoo
@adamkhootrader
As everyone watches the SpaceX IPO today, its worth remembering this advice from Buffett
"The idea that a newly issued security (IPO)—brought to market at a time of the seller's choosing and surrounded by massive hype—is the single best bargain among thousands of global businesses is absolute nonsense.
When an offering carries a ridiculous 7% commission just to incentivize salespeople, it simply cannot be the most attractive investment available.
While people easily get caught up in the excitement of a new launch, look at the reality: you have thousands of existing public companies whose prices are set by a natural auction market, free from aggressive promotion or hidden fees.
It makes no sense to buy a security precisely when an insider decides the timing is perfect to sell. Frankly, it isn't worth spending five seconds thinking about IPOs."
- Warren Buffett |
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06-13-26 savo
| the usual US strategy to create chaos in muslim countries by decapitating the leadership... (Libya, Irak, Iran...) and promote Netandracula's agenda |
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06-13-26 spal
line of command dispersed.
===
Likely ... the country is factional, tending towards tribal in reality. |
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06-12-26 amateur
| If yahoo figures are right, turnover in SpaceX shares into the close was already 72 billion dollars. |
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06-12-26 panasonic
| Carib, people who are in contact thru Pakistan certainly controls part of IRCG, but imho not all of it...line of command dispersed? |
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06-12-26 carib
| Panas: agreed.. but there are the revolutionary guards holding the guns.. |
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06-12-26 panasonic
Carib, my two cents:
Without an Iranian Gov. in full control of fractions, deals are too weak, easily broken on the first attack in the strait, and agree with Spal, there is no such thing as an Iranian Gov. right now. |
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06-12-26 carib
Looks like there is indeed a sort of agreement.. probably re-opening Hormuz whilst discussion on the nuclear issue go on.
Netanyahu probably unhappy, but will have to put on a brave face, because without the USA I guess the problem of long range missiles cannot be solved..
We shall see soon, I guess... |
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06-12-26 victor
savo, now the PM of pakistan is posting this:
//
Shehbaz Sharif
Amid ongoing intense mediation efforts by Pakistan, we are fully aware of incessant misinformation campaign being waged by those who want to sabotage the peace deal. Setting aside the noise, we can confirm that a final, agreed upon text of the peace deal has been reached and Pakistan is now working closely with both sides to finalize the next steps. Peace has never been this close as it is now. |
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06-12-26 victor
| savo, and spacex is doing very well. |
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06-12-26 victor
| savo, yes, i thought about it too. |
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06-12-26 savo
| victor...i think the Crooks House and the iranians are working together to confuse the market and make money trading for them, their friends and family. |
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06-12-26 victor
after dt's post, now iran's FM is posting this:
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Seyed Abbas Araghchi
The Islamabad Memorandum of Understanding has never been closer. Pending its finalization, the media should refrain from entering speculation about its content.
In line with our responsible and transparent approach, all details will be shared with the public in due course.
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06-12-26 panasonic
"... adding ..."
search no more. |
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06-12-26 spal
Trump blasts Iranian media reports, says country must ‘get its act together’
... adding ... although I recognize the challenges since I bombed most of the country and eliminated the majority of its major decision makers. |
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06-12-26 victor
savo, however, this was posted 4 minutes ago..
so apparently no deal.
iran also wants to make believe there is a deal.. not just dt.
//
Trump blasts Iranian media reports, says country must ‘get its act together’
President Donald Trump on Friday ripped Iranian media reports about a potential deal to end the war, adding that the regime in Tehran better “get their act together.
“The terms that Iran leaked out to the Fake News have NOTHING to do with the terms that were agreed to, in writing. What they said, including their weak and pathetic statement on having a deal, bears no relation to the truth,” Trump wrote on Truth Social.
“Very dishonorable people to deal with. With them, there is no such thing as dealing in good faith. AMAZING! Also, their totally rebuffed Drone attack last night against Indian Ships leaving the Hormuz Strait is TOTALLY UNACCEPTABLE. They better get their act together, and FAST!” he added.
Iranian state media earlier Friday shared purported details of the possible memorandum of understanding that could be signed with the U.S., according to Reuters.
It cited the IRNA news agency as saying that under the agreement, Iran would make no commitment regarding the transfer of the management of the Strait of Hormuz.
Instead, the future administration of the Strait reportedly would be decided through dialogue and joint decision-making between Iran and Oman, a country in close proximity to the area.
The IRNA news agency added that discussions about the future of Iran’s nuclear program would take place within a 60-day period after the agreement is signed, Reuters added. |
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06-12-26 victor
savo, this guy is saying it's not just some BS to help the IPO.
that it's a real deal.
//
Deal with US is ‘mostly finalized,’ Iran's foreign ministry says
Iranian foreign ministry spokesperson Esmail Baghaei said that the text of a deal with the United States to end the conflict is “mostly finalized.”
Baghaei made the comment during a phone call broadcast on Iranian state television, according to The Associated Press.
"The problem is that the contradictions in America’s position have caused turbulence to this process,” he reportedly added.
President Donald Trump said Thursday that negotiators are nearing an agreement and suggested a signing ceremony could take place in Europe as soon as this weekend.
"We have a signing soon," Trump said, adding that the Strait of Hormuz would reopen once the agreement is finalized.
A source told Reuters on Friday that the deal could possibly be signed on Sunday, with Geneva emerging as a potential venue for the event. |
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06-12-26 carib
| Savo: I spent some 20 years of my life precisely trying to work for public good.Sadly I did not achieve much in the effort. |
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06-12-26 Merlino
| IPO = It´s Probably Overpriced .... or so I read decades ago |
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06-12-26 Merlino
having achieved nothing other than enriching the political elites more and despite all the AI nonsense... DT packs and returns home:
...........................
One would speculate that the actual purpose of post WWII/Korea USA´s wars is not necessarily to win them |
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06-12-26 savo
| carib... why should we decent people let the satanist win? Why give up ? |
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06-12-26 carib
| Savo: was the name of the place Utopia? |
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06-12-26 carib
| https://www.axios.com/2026/06/12/iran-deal-mou-strait-open-sanctions-relief |
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06-12-26 savo
having achieved nothing other than enriching the political elites more and despite all the AI nonsense... DT packs and returns home:
BREAKING: 🇮🇷🇺🇸 Iranian state media confirms a U.S.-Iran deal, including sanctions relief, a U.S. military pullback, and the end of the naval blockade.
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06-12-26 savo
The IPO that launched at the end of the Dot Com bubble
On March 2, 2000 during the last days of the Dot Com bubble a company called Palm went public. The IPO was priced at $38, it opened at $145 and touched $165 within hours. At that moment Palm was worth around $53 billion, which was more than General Motors and more than McDonald's at the time, and what makes it even more insane is that Palm was a spinoff of 3Com, and 3Com was owned 94% of Palm. But Palm's market cap was bigger than the whole 3Com together, so the market was basically pricing 3Com's entire remaining business below zero. This trade is taught in universities until today as proof that markets can completely lose their mind, and something this retarded could only happen at a cycle top with a wide amount of retarded liquidity. 3Com sold only about 5% of Palm into the IPO. SpaceX is selling about 4%, 555.6 million shares at $135, a $75 billion raise, the biggest in history, but still only a tiny slice of a $1.75 trillion company, and 30% of it is reserved for retail. It's the same playbook like Palm, history is repeating and retarded money is chasing retarded investments. Eight days after the Palm IPO, on March 10, 2000, the Nasdaq printed its dot-com top. Palm lost over 90% within a year and ten years later HP bought the whole company for $1.2 billion, around 2% of its day-one peak.
Now compare this to SpaceX. Elon Musk owns about 42% of SpaceX, but through special shares with 10x voting rights he created, the real number he controls is 82.4% of all vote! No other shareholder owns more than 5%. So whoever buys SPCX, gets exposure but practically zero say in anything, Elon Musk remains the man that decides everything, and in other means he is selling nothing but is doing a fund rising to collect liquidity for hyper inflated shares of his Company.
And Palm is not a lonely story, every hyped launch since then tells the same one. From IPO price to the bottom: Meta -54% in 4 months, Uber -70% in 10 months, Snap -72%, Robinhood -82%, Rivian -89%, and Coinbase fell -92% from its opening. Six of the most hyped listings of the modern era and every single one cut the launch buyers in half or much worse.
And yet there is a lot of money to be made but we need to have patience! Meta bottomed near $17.5 and became one of the best stocks of the decade. Coinbase fell 92% and later printed new all time highs. Uber did roughly a 5x from its low and Robinhood became one of the strongest performers of 2024. The launch buyers and the bottom buyers bought the same companies, one group paid for the hype and the other got paid for the patience.
The last time a maximum-hype listing had the whole worlds attention, the market topped eight days later. I know what I will be doing, and it's not chasing this open. |
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06-12-26 savo
| carib.. it is not real but it is realistic and feasible... and shows how far our satanist leaders have take society away from what is good and human. |
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06-12-26 carib
| Savo: problem.... is that a real, or imaginary world? |
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06-12-26 carib
Merlino, clearly YES, if 25% is indeed a floor.
But is it?
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06-12-26 spal
| If a surprise peace deal materialized, TRMD and its peer group—like Frontline (FRO) or Okeanis (ECO)—would almost certainly face an immediate, sharp algorithmic sell-off. The market would instantly discount the "supercycle" narrative and price in a rapid normalization of earnings. |
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06-12-26 spal
TRMD - Lock-In Rates for Q2 are Spectacular
The market is adjusting to TORM’s insanely strong forward-booking data. As of their mid-May update, TORM had already covered 57% of its Q2 2026 earning days at an astonishing average rate of $71,494/day.
To put that in perspective, their average fleet-wide TCE rate in Q1 was $34,937/day. Q2 cash generation is structurally locked in to be a absolute blockbuster, which means the upcoming August earnings report has a sky-high probability of blowing numbers out of the water.
Decent position. |
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06-12-26 Merlino
Now the issue is: can recovery go up to 50% of claim relatively soon.. or is it better to get out @25% of claim and forget the issue?
..............................
Assuming one has paid about 25 for each 100 nominal with a 10% coupon it does not look a bad idea to be patient and to hold if 25% recovery on total claim is the minimum with the optionality of a potentially higher recovery...or I am mistaken? |
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