Saturday, November 14, 2026

@AsifSuria 1h ago

Asif Suria on X

@SJOldValueGuy A lot of insider buying on that one as well but the insiders have done quite well with their purchases of $NUVB This one was $PSEC

@AsifSuria 1h ago

Asif Suria on X

You got it right! I have been wondering the same thing about the $PSEC insiders and if these are automatic dividend reinvestments that are not being reported as such. We also saw insider buying in another mortgage REIT Starwood Property Trust $STWD make our list of top 5 insider purchases this week.

@StableBread 3h ago

Fajasy on X

Here's my September 6 deep dive on $AGLT (free to read):

@StableBread 3h ago

Fajasy on X

Agility Robotics $AGLT, the maker of the Digit humanoid robot, now expects early access to Digit 5, its next-generation model, to begin in H1 2027. Digit 5 would reach early customers in December, President Daniel Diez told Forbes in August. In my September 6 deep dive, I called the December date the one to watch. Agility gave the new timeline in its Q3 financials, filed November 13 alongside the final 10-Q of Churchill Capital Corp XI, the SPAC it merged with on November 4. Holders of 61.5% of the SPAC's public shares redeemed them for ~$10.29/share, taking ~$261.8M out of the trust. So Agility netted ~$334.1M from the deal, plus the $100M of SAFEs it raised in July. In the S-4 (the merger filing), the no-redemption case came to ~$576M. The Q3 financials also show: → Cash: $64.9M as of September 30, down from $103.0M at the end of 2025, even after the $100M of SAFEs. → Burn: $131.6M of operating cash outflow in the first nine months, up 87% y/y, plus $6.8M of capex. → Revenue: $0.36M in the first nine months, down 79% y/y, since 2025's one-time robot sales didn't repeat. Add the deal's ~$334.1M to September 30 cash, and Agility has ~$399M. At the first nine months' pace of ~$184M/year, including capex, the ~$399M lasts a little over two years, with Digit 5's rollout now running through 2027. The closing release did add two customer updates: $GXO, the logistics company, will deploy Digit at two more U.S. sites starting in early 2027, and $AGCO, the farm equipment maker, will pilot Digit in 2027, with no order sizes given. At $7.36/share, $AGLT's market cap is ~$2.26B on ~307M shares, counting ~61.0M options and RSUs and 4.2M warrants. My deep dive valued the 1,000-robot Digit 5 order book alone at $4.69-7.66/share, at 10-20x its ~$100M of yearly revenue plus cash. Redone with the actual cash and share count, the range is closer to $4.55-7.81/share, and $AGLT now trades inside the range. $AGLT also trades 28% below the ~$10.29/share redeeming holders received, and below the ~$7.72/share the July SAFE investors paid. My deep dive said I'd only consider buying after the post-close washout, once the lock-up supply clears and Digit 5's ramp is clearer. The washout came, but the other two conditions haven't: 1) Lock-up supply: Agility's existing holders and the sponsor stay locked up until early May 2027, and the PIPE's 20.1M shares, more than the ~16M public shares left after redemptions, are being registered for resale. 2) Digit 5: Early access now starts in H1 2027 instead of December, with wider availability over the following 6-9 months.

@ACapitalLP 5h ago

A Capital on X

Moves like this $ADIG should not happen absent some genuinely unforeseen event or force majeure. If a public company is even remotely transparent with investors, expectations shouldn’t be so far removed from reality that a single earnings report wipes out 40–50% of its market cap. Granted, this is probably more common in smaller companies with limited analyst coverage, but if I were a public company CEO and this happened on my watch, I’d consider it a serious failure of investor communication and expectation management…

@OddDiligence 19h ago

Odd Diligence on X

@youngvibrantman @ConsensusGurus @grok You will get no answer. Everyone hates $AGLT

@cfrischer1 19h ago

Charles Frischer on X

@Reign_Maker @NextNav @faa @PresuttiTim I don’t know enough about tonight’s technical issue. That said, an interruption of GPS in the US would cause massive distress in the economy. The government would be prudent to act now on this issue and create the back up system using $NN spectrum and technology.