The Frankish Reich Posted August 23 Posted August 23 On 8/8/2025 at 2:19 PM, Wolfgang said: Which will, of course, have to be weighed (hah!) against the oft-spoken side effects of obesity. Just like, you know, the side effects of the COVID vaccines must be weighed against the effects of getting COVID. I know, it involves math and all that ... 1
Joe Ferguson forever Posted August 23 Posted August 23 (edited) 35 minutes ago, sherpa said: Well, well well. Seems like the market agrees with me. https://www.google.com/finance/quote/BE:NYSE?window=6M some of the market agrees. from Jefferies, Aug 18 “We estimate the buyside could be baking in ~1GW of sales in ’27. With BE expanding capacity to 2GW (1.3GW for product, rest for service) by YE26, hitting that target is possible. However, cadence and timing of deals matter, and we question whether investors are getting ahead of themselves. With BE +20% last week: expectations are ramping with DC deal & efforts by PJM to require new supply with new load. At current levels, we try to determine implied volumes. The stock is currently trading at ~22x ’27E EBITDA of $526mn. The median multiple for data center / hyperscalers adjacent cos is ~18x (Ex – 2). To justify a more ‘normalized’ multiple, investors might be baking much higher EBITDA growth vs sell-side cons.” There's always risk. No such thing as a sure thing. but good for you. Edited August 23 by Joe Ferguson forever
Wolfgang Posted August 23 Posted August 23 4 minutes ago, The Frankish Reich said: Which will, of course, have to be weighed (hah!) against the oft-spoken side effects of obesity. Just like, you know, the side effects of the COVID vaccines must be weighed against the effects of getting COVID. I know, it involves math and all that ... What an incredibly ignorant statement... If you are assuming that I am endorsing obesity, you are pretty dumb... Ozempic has awful side effects... Life style changes alone will solve obesity... That was my point... Simple and safe life style choices... No one can out exercise a terrible diet... As for Covid, your irrational fear of the flu is... Irrational... After I had Covid for a few weeks in December of 2019, I haven't been sick since... Before that, I got the flu about 30 years earlier... No flu shots and no Covid shots... If you're getting sick every year, you are clearly doing something very wrong... To each his own...
Joe Ferguson forever Posted August 23 Posted August 23 12 minutes ago, Wolfgang said: Life style changes alone will solve obesity... exceot that's not happening. by 2030, it's estimated that nearly 50% of Americans will be obese. I like the idea of a longer lifespan https://fortune.com/well/article/ozempic-glp1-help-people-live-longer-longevity/
sherpa Posted August 23 Posted August 23 20 minutes ago, Joe Ferguson forever said: some of the market agrees. from Jefferies, Aug 18 “We estimate the buyside could be baking in ~1GW of sales in ’27. With BE expanding capacity to 2GW (1.3GW for product, rest for service) by YE26, hitting that target is possible. However, cadence and timing of deals matter, and we question whether investors are getting ahead of themselves. With BE +20% last week: expectations are ramping with DC deal & efforts by PJM to require new supply with new load. At current levels, we try to determine implied volumes. The stock is currently trading at ~22x ’27E EBITDA of $526mn. The median multiple for data center / hyperscalers adjacent cos is ~18x (Ex – 2). To justify a more ‘normalized’ multiple, investors might be baking much higher EBITDA growth vs sell-side cons.” There's always risk. No such thing as a sure thing. but good for you. Good Lord, give it up. The thing has over doubled since I brought up the technology. Whoever doubts this, and has the guts to do something about it, has gotten crushed. You trying to save face by posting opposing views, which, if someone acted on them, would have been economic suicide, is ridiculous. The market is telling you are urinating into the wind, 'cause of pride. Deny reality.
Wolfgang Posted August 23 Posted August 23 1 minute ago, Joe Ferguson forever said: exceot that's not happening. by 2030, it's estimated that nearly 50% of Americans will be obese. I like the idea of a longer lifespan https://fortune.com/well/article/ozempic-glp1-help-people-live-longer-longevity/ God you're stupid... Poor lifestyle choices = obesity and worse... Running to the pharmaceutical industry to support ongoing stupidity is not sustainable... Then again, the profit motive can appeal to some... 1
Joe Ferguson forever Posted August 23 Posted August 23 (edited) 5 minutes ago, sherpa said: Good Lord, give it up. The thing has over doubled since I brought up the technology. Whoever doubts this, and has the guts to do something about it, has gotten crushed. You trying to save face by posting opposing views, which, if someone acted on them, would have been economic suicide, is ridiculous. The market is telling you are urinating into the wind, 'cause of pride. Deny reality. the stock was at 16 in May. If you bought at 24 earlier in the year(you posted in February), you were down 33% in May. Now you've doubled after a 20% increase last week. things change. maybe it goes up, maybe it goes down. if I was interested in the stock, I would have noticed the spring slide and reminded you. Edited August 23 by Joe Ferguson forever
JDHillFan Posted August 23 Posted August 23 4 minutes ago, Joe Ferguson forever said: the stock was at 16 in May. If you bought at 24 earlier in the year(you posted in February), you were down 33% in May. Now you've doubled after a 20% increase last week. things change. maybe it goes up, maybe it goes down. if I was interested in the stock, I would have noticed the spring slide and reminded you. On 11/30/2023 at 9:20 AM, Joe Ferguson forever said: X is going down. Musk attacking advertisers. not smart btw, buying $500 of each Beri and pale blue. 8cents per share for the former. lots of batteries to be recycled.... Let’s not take investment advice from you, ok?
sherpa Posted August 23 Posted August 23 8 minutes ago, Joe Ferguson forever said: the stock was at 16 in May. If you bought at 24 earlier in the year(you posted in February), you were down 33% in May. Now you've doubled after a 20% increase last week. things change. maybe it goes up, maybe it goes down. if I was interested in the stock, I would have noticed the spring slide and reminded you. Just ridiculous. What I brought up was the technology regarding emerging energy trends, which I pay close attention to. You can dismiss it or not. Not my issue. You don't have to "remind" me. I pay close attention for opportunities. The fact is that the technology is sound, the company is doing great and the stock has more than doubled since I brought it up, which was not intended to talk about trading, but to point out what is going on in the energy markets, and how we no longer have the needs we used to from foreign supply. 1
Trump_is_Mentally_fit Posted August 23 Author Posted August 23 18 minutes ago, sherpa said: Just ridiculous. What I brought up was the technology regarding emerging energy trends, which I pay close attention to. You can dismiss it or not. Not my issue. You don't have to "remind" me. I pay close attention for opportunities. The fact is that the technology is sound, the company is doing great and the stock has more than doubled since I brought it up, which was not intended to talk about trading, but to point out what is going on in the energy markets, and how we no longer have the needs we used to from foreign supply. What is your opinion of Trump obstructionism of wind and solar energy projects? He is even halting projects that are almost done. Very stupid, IMO. 1
sherpa Posted August 23 Posted August 23 2 minutes ago, Trump_is_Mentally_fit said: What is your opinion of Trump obstructionism of wind and solar energy projects? He is even halting projects that are almost done. Very stupid, IMO. What does the market say? Wind and solar are heavily dependent of government subsidies, require huge real estate commitments, and require a grid delivery system, which is a weal point. Other technologies are blossoming in the free market absent those. What would anyone think?
Joe Ferguson forever Posted August 24 Posted August 24 6 hours ago, Trump_is_Mentally_fit said: What is your opinion of Trump obstructionism of wind and solar energy projects? He is even halting projects that are almost done. Very stupid, IMO. We need all the sources we can develop. There's no magic bullet. 1
JFKjr Posted August 24 Posted August 24 9 minutes ago, Joe Ferguson forever said: We need all the sources we can develop. There's no magic bullet. Widespread use of Ozempic and other GLP-1s for weight loss will be the "magic bullet." It'll kill you quicker, but you'll look great in the casket.
Joe Ferguson forever Posted August 24 Posted August 24 21 minutes ago, JFKjr said: Widespread use of Ozempic and other GLP-1s for weight loss will be the "magic bullet." It'll kill you quicker, but you'll look great in the casket. except that the data strongly suggests you'll live longer, have less chance of strokes, dementia and coronary artery disease. What is it you have against knowledge? 1
sherpa Posted August 24 Posted August 24 5 hours ago, Joe Ferguson forever said: We need all the sources we can develop. There's no magic bullet. No, but there are better bullets that don't pose the same problems, are combustion free, super "clean," not dependent on taxpayer money, don't negatively impact flying things, don't require certain types of weather, battery storage or a grid delivery system and make far more sense.
Trump_is_Mentally_fit Posted August 24 Author Posted August 24 16 hours ago, sherpa said: What does the market say? Wind and solar are heavily dependent of government subsidies, require huge real estate commitments, and require a grid delivery system, which is a weal point. Other technologies are blossoming in the free market absent those. What would anyone think? The market? What does the future say? Every source has some draw backs, whether geopolitical, environmental or whether costs are front loaded or back loaded. With energy demand surging its just asinine to allow stupid bias to get in the way of good sources of energy. For sure bring on the other new sources, but Trump is idiotically dumping on a very good source of energy because he simply doesn't like it. Like his dumb tariff policy, it just hurts the country
sherpa Posted August 24 Posted August 24 (edited) 38 minutes ago, Trump_is_Mentally_fit said: The market? What does the future say? Every source has some draw backs, whether geopolitical, environmental or whether costs are front loaded or back loaded. With energy demand surging its just asinine to allow stupid bias to get in the way of good sources of energy. For sure bring on the other new sources, but Trump is idiotically dumping on a very good source of energy because he simply doesn't like it. Like his dumb tariff policy, it just hurts the country You and others who are of similar views can pay for the funding of the sources you favor, which we all do at this point. I prefer clean, efficient, non grid dependent sources that newer technology presents. Scores of very large companies, and a few countries that require and depend on on site reliable power agree with me, but to each his own. Edited August 24 by sherpa
JFKjr Posted August 24 Posted August 24 10 hours ago, Joe Ferguson forever said: except that the data strongly suggests you'll live longer, have less chance of strokes, dementia and coronary artery disease. What is it you have against knowledge? The data on long-term use of Ozempic for weight loss suggests that? I doubt the testing has gone on that long. There is a concern that the slowdown of the digestive system for some people can have more long-term effects. And there are many side effects experienced by at least one third of users. It's like statins. They DO lower your cholesterol. But they have side effects, and interestingly they don't improve your lifespan unless you've already had a heart attack.
Joe Ferguson forever Posted August 24 Posted August 24 1 hour ago, JFKjr said: The data on long-term use of Ozempic for weight loss suggests that? I doubt the testing has gone on that long. There is a concern that the slowdown of the digestive system for some people can have more long-term effects. And there are many side effects experienced by at least one third of users. It's like statins. They DO lower your cholesterol. But they have side effects, and interestingly they don't improve your lifespan unless you've already had a heart attack. wrong. https://jamanetwork.com/journals/jama/fullarticle/2795522 I've already posted an article with links to individual studies on glp1's effects on markers of aging. you obviously ignored them. you're not worth arguing with.
JFKjr Posted August 24 Posted August 24 29 minutes ago, Joe Ferguson forever said: wrong. https://jamanetwork.com/journals/jama/fullarticle/2795522 I've already posted an article with links to individual studies on glp1's effects on markers of aging. you obviously ignored them. you're not worth arguing with. The side effect issues with GLP-1s are even more notable than those of the Covid vaccines. About 75 percent of people have to stop taking them by the two year mark (many stop much earlier) due to the bad side effects. But sure, link another study!
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