Wednesday, March 31, 2021

rio


the next cycle


mc 1.07 airlines


mc 1.87 aero manufacturer


sid 8.97 steel


cmc 3.8 utilities


mc 8.32 steel


mc 44 oil, gas


mc 89 mining


mc 43 beer














 

Monday, March 29, 2021

no bids

chief product officer sold $2 million. mc 24. trading 40x revenue

insiders in flight, $200 million, 25 x revenue





 

Tuesday, March 23, 2021

bailing

 Extended the credit line in amount and maturity Insiders selling with abandon. $400 million of goodwill (5% of market cap) from buying the chairman's brother's management contracts seeping out the commode vent.


mc 8.67


Monday, March 22, 2021

Monday, March 15, 2021

shadow dancing

mc 975 sf 15
mc 2.35 sf 25
mc 64 sf 21
mc 6.53 sf 17
mc 4.85 sf 15
mc 3.78 sf 18
mc 4.39 sf 18 silver lake converted 600 mm debt at 14
mc 238 sf 71















 

heavy jumbo




mc 2.22 shorts 41 %
mc 192 shorts 38%







 

drum roll