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Still think TITNC3: Return of the Iceberg was peak

Discussion in 'Stocks & Investments' started by kairo, Oct 6, 2020.

  1. Jul 25, 2023 at 6:53 AM
    TreeFortRichard

    TreeFortRichard Barcelona Red is the best red...

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    $ZTS with monster 5 day movement.


    upload_2023-7-25_9-52-57.png
     
  2. Jul 25, 2023 at 9:41 AM
    not_nick

    not_nick Well-Known Member

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    keeping jersey dirty
    buy the dip on BBIG?
     
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  3. Jul 25, 2023 at 10:15 AM
    TreeFortRichard

    TreeFortRichard Barcelona Red is the best red...

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    MY NOV 17 2023 $RTX $85 calls... filled at $5.10....
     
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  4. Jul 25, 2023 at 10:34 AM
    MY50cal

    MY50cal ---- Tread Lightly ---- Leave No Trace

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    Yep.
    Nope. Not adding any more to that BBIG ass bag.

    Was just reading up on the RTX engine troubles. Might pick up a couple dip tickets.

    One day I'll attempt to learn options :oops:
     
  5. Jul 25, 2023 at 10:41 AM
    GarlicFarts

    GarlicFarts Bertolli Roberto

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    P&W engine issues? I gotta read on this. But like....WHICH engine issue?

    https://simpleflying.com/dgca-gets-involved-pratt-whitney-engine-issues-india/

    https://www.bloomberg.com/news/arti...s-for-airbus-a320neo-hit-turbulence#xj4y7vzkg

    https://aviationweek.com/air-transp...ceo-slams-pratt-problems-capacity-constraints

    https://www.reuters.com/business/ae...-facing-problems-with-jet-support-2023-05-03/

    https://aviationweek.com/air-transport/pratts-a320neo-gtf-fix-uses-old-knife-edge-seal-configuration


    Oh, this one
    Microscopic contaminants in the proprietary metal used in the engine's high-pressure turbine discs were present from 2015 through 2021, RTX management told Wall Street analysts on a post-earnings conference call.

    https://www.reuters.com/business/ae...look-boosted-by-aviation-recovery-2023-07-25/
     
  6. Jul 25, 2023 at 10:51 AM
    TreeFortRichard

    TreeFortRichard Barcelona Red is the best red...

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    powder coating issues?
    Baked in...
    :)
     
    98tacoma27 likes this.
  7. Jul 25, 2023 at 12:37 PM
    kairo

    kairo [OP] >_>

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    I helped myself to some RTX. You know that shit ain't gonna stay down just cause they had an engine boo boo
     
  8. Jul 25, 2023 at 12:40 PM
    GarlicFarts

    GarlicFarts Bertolli Roberto

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    The shares hit because of the cash flow.

    https://www.marketscreener.com/quot...w-Outlook-Reports-Higher-Q2-Results-44413410/

    I predict it will be jump a bit tomorrow strongly like 2-3% maybe but then behave similar to other AS&D companies. It won't stay down, no, but the hit is because of the free cash flow that needed to be allocated to the GTF engine services.

    RTX is a fine company, the P&W branch of RTX is a dumpster fire.
     
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  9. Jul 25, 2023 at 12:45 PM
    kairo

    kairo [OP] >_>

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    Defense contracts only go up :rocket::rocket::rocket:
     
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  10. Jul 25, 2023 at 12:48 PM
    GarlicFarts

    GarlicFarts Bertolli Roberto

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    https://www.defensedaily.com/as-pra...ary-business-to-keep-pace/business-financial/

    Pratt & Whitney, one of United Technologies Corp.’s [UTX] four operating segments, had $14.5 billion in sales last year and projects its business to reach around $24 billion at the end of the decade. The company’s military business makes up 25 percent of the work, with large commercial engine volume at 50 percent and its Pratt & Whitney Canada unit the remaining 25 percent.

    It's from 2015, but only 25% of PW is defense. P&WC is mostly small commercial jets, some helicopters, not much defense stuff there. So I'd say that 25% is probably a fair number.

    RTX is defense, but PW and PWC are mostly commercial.
     
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  11. Jul 25, 2023 at 12:49 PM
    TreeFortRichard

    TreeFortRichard Barcelona Red is the best red...

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    Well sheeeiit...
    Up 20% already...
     
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  12. Jul 25, 2023 at 12:50 PM
    99TacoDriver

    99TacoDriver Well-Known Member

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    OME 885x/5100s/LR UCA/3 leaf AAL/275/70/17 Terra Trac X-Venture
    well, PACW shit the bed

    maybe next failure?
     
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  13. Jul 25, 2023 at 12:52 PM
    TreeFortRichard

    TreeFortRichard Barcelona Red is the best red...

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    Boom for those who Had Puts on $PACW and Calls on $BANC
     
  14. Jul 25, 2023 at 1:05 PM
    kairo

    kairo [OP] >_>

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    I said... D E F E N S E C O N T R A C T S O N L Y G O U P
     
  15. Jul 25, 2023 at 1:07 PM
    kairo

    kairo [OP] >_>

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    I'm not too concerned about P&W. I like to take the dips on the big defense boys. The military always need new toys and you don't often get a chance for an 11% discount on LMT, RTX, BA, etc.
     
  16. Jul 25, 2023 at 1:57 PM
    Iwilltaco

    Iwilltaco Well-Known Member

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    @kairo’s guest house having a water with @not_nick
    Under development
    Only 11%? Why you wait so long to buy? :D
     
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  17. Jul 25, 2023 at 4:15 PM
    kairo

    kairo [OP] >_>

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    Stupid morning meetings holding me up
     
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  18. Jul 25, 2023 at 4:31 PM
    theesotericone

    theesotericone Well-Known Member

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    Pssst. Check AH's. Those puts are dead in the AM. lol
     
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  19. Jul 25, 2023 at 5:40 PM
    theesotericone

    theesotericone Well-Known Member

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    Breaking news.

    The OCC just pushed BBIG options out to $10. Someone knows something. lol
     
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  20. Jul 25, 2023 at 5:55 PM
    TreeFortRichard

    TreeFortRichard Barcelona Red is the best red...

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    The fictional insider closed his position and switched to calls ;)
     

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