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I honestly don't understand the run here..Sold half at 90 thinking no way it keeps moving without news
Synthetic DNA for storage is gaining traction perhaps..
I'm not sure how to move forward here..buy more, sit or sell the rest.
Could DNA data storage be something huge in the future? Somehow this company has gone unnoticed ..I just don't get it ...Hype maybe?
103.00 today...I may look for a dip and buy back the half I sold.
Twist Bioscience Corporation (TWST)
103.04+6.81 (+7.08%)As of 12:21PM EST. Market open.
Placed what I think will be my last limit order on BABA for a bit..
Support at 253//order at 253.70 just to further lower my price..Bought at 284 a few days ago.
I'm pretty worried about regulators ..Ma stepped outa his lane big time..You can't threaten the CCP and the Chinese banking system, witch he did.
Chinese bank stocks up big over the past few days a lot of money moving outa BABA over the past week in China.
Also..the Chinese people don't take kindly to criticism in the system ..Just look at the comment the CAVs own posted on twitter that got the NBA banned in China for almost a full year..UGLY
IDK how long I'll hang if the support slips further.
Ma might be dead meat in the CCPs eyes taking over the infrastructure BABA built wouldn't bother the CCP at all.
Risk is very high here..If I didn't own so much I'd short it.
Support at 253//order at 253.70 just to further lower my price..Bought at 284 a few days ago.
I'm pretty worried about regulators ..Ma stepped outa his lane big time..You can't threaten the CCP and the Chinese banking system, witch he did.
Chinese bank stocks up big over the past few days a lot of money moving outa BABA over the past week in China.
Also..the Chinese people don't take kindly to criticism in the system ..Just look at the comment the CAVs own posted on twitter that got the NBA banned in China for almost a full year..UGLY
IDK how long I'll hang if the support slips further.
Ma might be dead meat in the CCPs eyes taking over the infrastructure BABA built wouldn't bother the CCP at all.
Risk is very high here..If I didn't own so much I'd short it.
[FONT=Yahoo Sans Finance, Helvetica Neue, Arial, sans-serif]Alibaba’s Singles’ Day sale cleared $74.1 billion[/FONT]
[FONT=Yahoo Sans Finance, Helvetica Neue, Arial, sans-serif]If the needle moves down tomorrow it's much bigger problems ahead and it's not because the company has performed badly besides Ma's big mouth.
You can watch the Asian markets for tomorrows lead(SSEC markets)
Pulled my BABA order @ the close.[/FONT]
[FONT=Yahoo Sans Finance, Helvetica Neue, Arial, sans-serif]If the needle moves down tomorrow it's much bigger problems ahead and it's not because the company has performed badly besides Ma's big mouth.
You can watch the Asian markets for tomorrows lead(SSEC markets)
Pulled my BABA order @ the close.[/FONT]
Found this in Bloomberg this AM, it's a subscription article reprinted in yahoo.
sorta interesting the way some large scale investors are looking at BABA.
https://finance.yahoo.com/news/five-alibaba-investors-doing-plunging-095535410.html
sorta interesting the way some large scale investors are looking at BABA.
https://finance.yahoo.com/news/five-alibaba-investors-doing-plunging-095535410.html
The one heartbeat at LLNW is leaving. Guess Sajid was sick putting out fires from a completely inept leadership team. $3.00 and a buy out coming after this news.
[FONT="]As part of his previously announced transition from Chief Financial Officer, Sajid Malhotra and Limelight Networks, Inc. (Limelight) entered into a transition agreement and employment agreement amendment (the Transition Agreement) yesterday.[/FONT]
[FONT="]Sajid has been a trusted colleague for over six years. He will be leaving the company with my thanks and deep appreciation for his many contributions. His influence and involvement with our Leadership Team has been instrumental in the advancement of Limelights strategy and financial results, said Bob Lento, Chief Executive Officer of Limelight Networks.[/FONT]
[FONT="]Under the terms of the Transition Agreement, Mr. Malhotra will remain with Limelight in his current capacity until March 31, 2021, his current outstanding equity awards will continue to vest th rough September 1, 2021, and he will be entitled to exercise outstanding vested options until the first to occur of: (i) the one-year anniversary of his separation date or (ii) the applicable scheduled expiration date of such award as set forth in the award agreement. He will also be reimbursed for premiums paid for continued health benefits under Limelights health plan until the earlier of December 31, 2021, or the date upon which he and his eligible dependents become covered under similar plans.[/FONT]
[FONT="]The foregoing description of the Transition Agreement is qualified in its entirety by reference to the Transition Agreement.[/FONT]
[FONT="]SIGNATURES[/FONT]
[FONT="]Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.[/FONT]
[FONT="]LIMELIGHT NETWORKS, INC.[/FONT]
[FONT="]Dated: November 12, 2020[/FONT]
[FONT="]By:[/FONT]
[FONT="]/s/ Michael DiSanto[/FONT]
[FONT="]Michael DiSanto[/FONT]
[FONT="]Chief Administrative and Legal Officer & Secretary[/FONT]
[FONT="]As part of his previously announced transition from Chief Financial Officer, Sajid Malhotra and Limelight Networks, Inc. (Limelight) entered into a transition agreement and employment agreement amendment (the Transition Agreement) yesterday.[/FONT]
[FONT="]Sajid has been a trusted colleague for over six years. He will be leaving the company with my thanks and deep appreciation for his many contributions. His influence and involvement with our Leadership Team has been instrumental in the advancement of Limelights strategy and financial results, said Bob Lento, Chief Executive Officer of Limelight Networks.[/FONT]
[FONT="]Under the terms of the Transition Agreement, Mr. Malhotra will remain with Limelight in his current capacity until March 31, 2021, his current outstanding equity awards will continue to vest th rough September 1, 2021, and he will be entitled to exercise outstanding vested options until the first to occur of: (i) the one-year anniversary of his separation date or (ii) the applicable scheduled expiration date of such award as set forth in the award agreement. He will also be reimbursed for premiums paid for continued health benefits under Limelights health plan until the earlier of December 31, 2021, or the date upon which he and his eligible dependents become covered under similar plans.[/FONT]
[FONT="]The foregoing description of the Transition Agreement is qualified in its entirety by reference to the Transition Agreement.[/FONT]
[FONT="]SIGNATURES[/FONT]
[FONT="]Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.[/FONT]
[FONT="]LIMELIGHT NETWORKS, INC.[/FONT]
[FONT="]Dated: November 12, 2020[/FONT]
[FONT="]By:[/FONT]
[FONT="]/s/ Michael DiSanto[/FONT]
[FONT="]Michael DiSanto[/FONT]
[FONT="]Chief Administrative and Legal Officer & Secretary[/FONT]
I hate seeing him go.....Still holding.
hope you're well.
I bought more twist today and sold some Tencent ...TWST 106 today.
Seems DNA data storage is for real ...
https://newsfilter.io/a/6f0441c849ee585fc071e39f3089673c
Holding but this isn't fun..down 15% over the past few...
I had an order in at 254.50 but I pulled it yesterday.. anything below 255 becomes a problem and the stock will slip further looking at support.
Trading @ 257 right now..I'm thinking it holds...
Deals if you have the balls and you like roulette.
https://seekingalpha.com/article/43...valued-company-on-market-3-types-of-valuation
I had an order in at 254.50 but I pulled it yesterday.. anything below 255 becomes a problem and the stock will slip further looking at support.
Trading @ 257 right now..I'm thinking it holds...
Deals if you have the balls and you like roulette.
https://seekingalpha.com/article/43...valued-company-on-market-3-types-of-valuation
Quoting a Poster from another stock board..food for thought during regulatory hell for BABA.
"This market makes me laugh. They do not know what they are doing by dumping BABA stock.
Innovation and regualtion are twin brothers. They always wrestle with each other innovation will always win --- simple it makes people's life better.
Remember Amazon did not need to pay state tax but now it does? Did that stop Amazon from growing? No. Google, Apple constantly being hit by regulation, in the US and Europe. But they keep going forward.
This is not the first time Alibaba got into friction with regulators. When Alipay created to facilitte online transaction, initial government reaction was against it too. But later they accepted it because it facilitate business and good to economy. From Alipay Alibaba developed Yu Er Bao --- using customers money parked in Alipay to make loan to merchants who need money for their Taobao business, earning interest for Alipay customers and Alibaba itself, initial governmetn response? objection. But when they see it benifits people who do Taobao business, it benifits Alipay customers because it earns an interest for them rather then money sitting there doing nothing, they came along and acceted it.
Now the Ant Fianncial services is just an expansion of the business ---- using big data accumulated from Taobao and Alipay customers over the years to make bigger loan but his time is not to use Alipay cusotmers money buy banks money. Banks WANT to amke loans because that is how they make money, if big data can help them to make loans with acceptable deliquency rate, they are willing to make the loan and share the profits with BABA.
Right now Ant Financial serves 500 million people that is more than the entire popluation of the US. If they kill Ant, it will have an imapct on the China's GDP and the governemtn knows that.
So I see this is just government wanted to have some controle and evetually will support the business because as before, it helps the economy and employment.
The ongoing RCEP aggrement will also be a big booster to Alibaba's business. 15 Asian countries agreed wo create a free trade zone. So China is not closing but opening. High on the RCEP agenda is E-commerce. You can bet your house that Alibaba will play a major role in hte RCEP arena.
RCEP is a mega deal becuase they represent 30+% of world GDP. Many years of super business growth are ahead for BABA. But some baba stock and lock it away. You will be hugely rewarded".
"This market makes me laugh. They do not know what they are doing by dumping BABA stock.
Innovation and regualtion are twin brothers. They always wrestle with each other innovation will always win --- simple it makes people's life better.
Remember Amazon did not need to pay state tax but now it does? Did that stop Amazon from growing? No. Google, Apple constantly being hit by regulation, in the US and Europe. But they keep going forward.
This is not the first time Alibaba got into friction with regulators. When Alipay created to facilitte online transaction, initial government reaction was against it too. But later they accepted it because it facilitate business and good to economy. From Alipay Alibaba developed Yu Er Bao --- using customers money parked in Alipay to make loan to merchants who need money for their Taobao business, earning interest for Alipay customers and Alibaba itself, initial governmetn response? objection. But when they see it benifits people who do Taobao business, it benifits Alipay customers because it earns an interest for them rather then money sitting there doing nothing, they came along and acceted it.
Now the Ant Fianncial services is just an expansion of the business ---- using big data accumulated from Taobao and Alipay customers over the years to make bigger loan but his time is not to use Alipay cusotmers money buy banks money. Banks WANT to amke loans because that is how they make money, if big data can help them to make loans with acceptable deliquency rate, they are willing to make the loan and share the profits with BABA.
Right now Ant Financial serves 500 million people that is more than the entire popluation of the US. If they kill Ant, it will have an imapct on the China's GDP and the governemtn knows that.
So I see this is just government wanted to have some controle and evetually will support the business because as before, it helps the economy and employment.
The ongoing RCEP aggrement will also be a big booster to Alibaba's business. 15 Asian countries agreed wo create a free trade zone. So China is not closing but opening. High on the RCEP agenda is E-commerce. You can bet your house that Alibaba will play a major role in hte RCEP arena.
RCEP is a mega deal becuase they represent 30+% of world GDP. Many years of super business growth are ahead for BABA. But some baba stock and lock it away. You will be hugely rewarded".
Limelight Networks - Buy The Stock, Sell The Company
Nov. 13, 2020 9:56 AM ET|About: Limelight Networks, Inc. (LLNW), Includes: AKAM, CMCSA, DIS, FSLY, NET, ROKU
Summary
LLNW customers continue to knock the cover off the ball. SNE's PS5 sold out in hours, DIS+ blew out subs last night, Peacock is booming, ROKU killed it, etc.
The stock is suffering from a poorly managed 3Q report which showed weak gross margins and a slight 2 cent EPS miss mainly due to debt carry.
Normalizing 3Q for a S Korea POP where a large customer did not port traffic (200bp), India COVID capex delays (40bp), and investment in SE Asia capacity, numbers were fine.
LLNW trades at an absurd 2.1x 2021E sales a 90% haircut to FSLY and NET and 65%+ to AKAM despite having a profitable model and low latency IP network well suited to the massive high growth OTT video and gaming markets. What's more this is not just a stay at home stock, as the secular trends of cable cutting and streamed games plus EDGE computing are accelerating regardless of the virus.
With CSO and former CTO Sajid Malhotra now on his way out as per an 8K filed last night, the writing is on the wall that the Board of LLNW must be considering buyout offers. If any suitor was ever going to buy LLNW it would be now, given the model is not broken and near-record top line numbers are headed in the right direction with margins normalized for 3Q gaffes. As for individual or institutional investors, it's time to load up on LLNW, in our view, given the comp valuation gap, great growth numbers from top LLNW customers, and likelihood for upside to conservative 4Q guidance which is a seasonally strong quarter. Against this backdrop, we reiterate our STRONG BUY recommendation and $10 target, which is about 5x 2021E sales and still a steep discount to the comps.
LLNW 8-K -CSO Malhotra Out
Inline XBRL Viewer
LLNW Cap Table @ $3.94
LLNW_cap_table.pdf
LLNW Cap Table @ 10x 2021E Sales
LLNW_cap_table_10x.pdf
Disclosure: I am/we are long LLNW.
Additional disclosure: We intend to provide additional commentary in our ongoing coverage of LLNW.
Still holding AVDL..Up 12% today..another great call this week.
If you've been following this Davis is very conservative but savvy smart about not getting in front of the FDA.
Jazz will buy them eventually..$6.45 today..I'd think a reasonable buyout is +$14.
https://www.fool.com/earnings/call-...-pharmaceuticals-plc-avdl-q3-2020-earnings-c/
If you've been following this Davis is very conservative but savvy smart about not getting in front of the FDA.
Jazz will buy them eventually..$6.45 today..I'd think a reasonable buyout is +$14.
https://www.fool.com/earnings/call-...-pharmaceuticals-plc-avdl-q3-2020-earnings-c/
up big over the long term..Hold and forget about it.
CCP looks as if they are done with the big hand slaps as long as Ma keeps his trap shut and I think he will.
The market over all right now?..lets just say I'm glad I trimmed about 40% over the past few months there will be some buying down the line after Jan 20th for me.
Laying low..I haven't sold a share of BABA and most likely won't for a few years.
Hope you're well CB
Worth watching...They are doing some far out science and the growth is impressive.
Twist Bioscience Corporation (TWST)
62.51-0.53 (-0.84%)At close: September 11 4:00PM EDT
crazy science,
https://finance.yahoo.com/news/twist...120000866.html
Twist ...Bought at 62..sold 1/2 at 90 bought back the half around 104.00 - 114 .00 today...
I sorta wonder if this isn't a +300 dollar company in 2021?
Scary point to buy right now, it's run has been unreal..DNA storage is hard to figure.. where and how much it works exactly, how much it is to produce who can produce it and is it propriety?..The storage capability is the one big seller ...case closed. I love this but so many questions the same questions I had when a sold at 90..but then forgot when I bought back.
TWST is a head scratcher.....Still waiting on a Ginko IOP in 2021.
I'm not sure what to do w/ BABA. I've sold quite a bit the last few weeks (of my portfolio). I'm sitting on probably 55% cash. I'll be ready to buy when the time is right. I added some Lowes (LOW) this week when it went from $180 to $149. I've been adding APPL over the last year also. I sold off my BA when it hit $200.
I usually have a large chunk in ETF mutual funds....but I sold off most of it a few months ago. I'm tempted to put some back in so I can get the end of the year dividends.
Cash is good right now...The market has more brutality left till the EOY and beyond...
I still go to the 360 report a posted a while back..I'm looking for another decent BABA analyst report on the new year for BABA. I'll post it if I buy one.
I worry about even posting my thoughts here but I will say if the CCP lets it happen BABA will be one on the largest companies in the world and with the new asian trading pact things look even better. I do feel if you leave money here long enough you will see growth like that of Amazon and Apple eventually...Those took years and despite it looking easy in hind site holding both took Steel balls some points..we just saw a Steel ball episode with BABA 314.00 to 253.00 in a few weeks.
Like I've said this is a very long hold for me.
The report again if anyone is interested It's on a secure Wire drive I can not see who downloads this so feel free.
https://drive.google.com/drive/folders/1KC9NFazuY44EQhgyIPrcVuOVw-lgqgTV
