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Delcath and it’s small contribution to Peter Mantas golden year

As far as I know I’m the person that introduced Peter (writer of ) to delcath or at the very least the person who resurfaced the company him. It’s my understanding he ended up buying some and as such he’s joined me on this recent bull market. The simplest way I could summarize Delcath if you weren’t already aware is that it’s a company which built a filter for melphalan. It’s intended for a…

Aug 17th, Galaxy Gaming improves their fully diluted cap table, retiring all outstanding warrants

Everything that’s happening at Galaxy Gaming right now is indicative of a nanocap that wants their share price to go up as quickly as possible.

Lurking X I saw this about hostile takeunders

They are alluding to individuals working in a public company becoming hostile to their own shareholders and then later taking something under due to the perception of no capital being available. This is something that is essentially incomprehensible to the majority of American investors outside of the very worst OTC stocks. And I do not know what Herde was alluding to here, but it stuck out as…

Fervo is drilling into the ground along with its stock

If you give the stock price a look, you’ll see what can only be described as the world’s best drilling action. Unlike most companies that go to zero I think Fervo is going to be something to watch even if the stock puts up highly undesirable return series for a long time. I have been short Fervo for a while, although it’s unfortunately not a big position. Building enduring structures underneath…

Haypp Group, Terravest Industries, Zedcor Inc, Delcath, and Moberg Pharma report

When Haypp Group decides to prioritize earnings instead of growth, they will make a lot of money. They are obviously still trying to grow as fast as they can. Ironically if they stay in this growth state forever the shares would probably continue to trade higher without any signficant improvements to profitability. The mere prospect of the potential earnings to be had from exploiting their pricing…

Cipher Pharmaceuticals, Q2 2026 shares close -21.39%

“According to the story, Green Lake was once a thriving town beside a real lake, but after Sam was shot and killed in a confrontation with Katherine “Kissing” Kate Barlow, the lake began to shrink, and the area turned into a desert.” It’s been about two years since a long series of lies blew up Cipher’s best prospect and just over 2 years since the acquisition of ParaPro. The shares have not done…

Galaxy gaming reports 2nd quarter earnings, personal writing on a changing moral philosophy

A few days ago, I received the text message “Are they actually growing?” in relation to Galaxy Gaming. I pointed out that the sale of perpetual licenses inflated prior year’s revenues, masking any development at the topline for recurring revenue growth. But now I have a better answer. Today Galaxy led todays IR press release with this with this: “Recurring core and digital revenue, net of…

Everyone acts like they hate flock cameras, but what about the live monitoring towers?

This is a serious question. I heard Louis Rossmann discuss Live View Technologies (LVT) for the first time in a recent interview he gave in a discussion that had a segment which discussed flock cameras. Popular sentiment has turned against flock cameras in a way that hasn’t occured with live monitoring tower companies yet (IMO). I am casually looking for signs of it but have yet to come across it.…

Replimune recieves accelerated approval

Hard to not see this as a positive read through for uniQure.

Taking advantage of price indifferent sellers who own stock they no longer want

Galaxy Gamings shares closed at a cool +0.00% today, and the above was one of the most recent things said about the Galaxy Gaming acquisition online… Which is both remarkable and par for the course. Now it’s 6 months post being cut in half from the proposed acquisition price of $3.2 USD and a month into officially being over. See the wojak chart below for reference to the current situation I do…