• Soluna’s News reminded me of two other companies that run short of cash
• Calumet Blows Expectations Away
• StoneCo Down 21% on Meaningless Negative Headline News. Opportunity.
• S&P 500 failed at 200-day MA. End of the Bear Market Rally?

Soluna (SLNH)* $3.35

Soluna is my biggest position. The news about the 10-Q qualification as a going concern surprised and bothered me. For all the transparency of the monthly updates there was no disclosure about cash flow and finances. I believe Soluna Continue reading →

Soluna Holdings (SLNH)* $3.48

Today an account related to LOTM bought shares of Soluna common shares and Soluna Preferred with a 23% yield.

• 72 divided by any number gives you the time to double. 72/23% is 3.14 years.

Naturally, I am assuming they will continuing to pay the dividend but cannot assure that.

• Today management gave their update on July activity. Linked here. If your are concerned about SLNH financially you must watch. Knowledge is Strength. Knowledge plus knowing what your looking for is Power.

Continue reading →

Soluna (SLNH) $3.91

Soluna issued a 10Q that contained the words “substantial doubt about the company’s ability to continue as a going concern.”  Continue reading →

Below we will present one version of “harvesting” profits as a stock rallies. We consider this a conservative plan. A more aggressive plan might be the process popularized by Richard Dennis in his “Turtle Traders” program. In his process, once Dennis caught a trend upwards, he used price corrections back to a support level, to buy more shares thus increasing cost and the size of the share position.

Harvesting Profits with pre-set goals in Stage Analysis

The LOTM approach below is similar to a farmer selectively harvesting a “crop” as the “crop” reaches different degrees of maturity. In our approach we plant the seeds during the over-sold or base building stage (Stage one chart analysis), watching the seed maturing and bearing fruit (stage two chart analysis) and harvesting that fruit in a planned and systematic way (late stage two stage three and early stage four Continue reading →

Systems are showing positive technicals factors but no longer under-valued. Not we are in the top of the momentum readings. Continue reading →

Technically Speaking:  Continue reading →

Vizsla Silver (VZLA)* $1.31 is one of our favorite exploration companies. They are focused on Silver and Zinc in a district scale holding just east of Mazatlan Mexico. Drill holes with 1,000 gram silver findings are frequent. These are big numbers. I noticed that TipRanks started tracking Vizsla. They have a $2.64 average price goal with a high target price of 4.00 See below.

Vizsla was recently below $1.00 but has recovered nicely in the past few weeks. We still believe they is a double or more in the share price as potential. We consider Vizsla a “core” position and will accumulate on weakness and sell some on strength while working to build a bigger position longer term. We expect to own this company and work this company for at least three to five year. We consider it a “good one.” Good Finances. Good Management. Good Location for rapid development. Best of all, Continue reading →

Linked here is an August 4, 2022, interview with the top two people at Soluna, John Belizaire and Michael Toporek. The video is 17 minutes in length. The video discusses future financing and the reason for the delay of full implementation of Dorothy in Texas.

It is important to understand the companies we are invested in. Stock prices rise and fall very quickly. Volatility is often based on emotional reactions to Macro, Geo-political or domestic government / economic reasons. At the company level, management and employees continue growing the company day after day after day. The “company” is more constant in growing the value of the company than the emotions that move the price of stock around. It doesn’t take a big leap, to recognize that if the company has a rising diagonal of value creation with interaction of the emotional volatility of the stock price, to see it is a good thing to buy a healthy company when the price volatility knocks the price down, even while the value build at the company increases. Basic investing, but we need to be consciously aware of this opportunity. Only in such a way can we truly buy value at low prices and understand when price Vs valuation relationship is maxing out. It is the basis of Value investing and Speculation in the term – Buy Low Continue reading →