Notes

A news scan found the headline is not available, but a financial report for Oracle Corporation, ticker symbol ORCL, for the quarter ended August 31, was fetched and parsed. The report shows revenue of 19,345 USD million, with 11,607 USD million from cloud services, 7,388 USD million from Infrastructure as a Service, or IaaS, which is a type of cloud computing, showing a 121 percent increase, and 4,219 USD million from Software as a Service, or SaaS, which is a type of software delivery, showing a 10 percent increase. Operating cash flow, or OCF, was 23,103 USD million, including 11,363 USD million from customer prepayments with a significant financing component, which means some payments were made in advance of services being provided. Capital expenditures, or capex, were 28,499 USD million, resulting in free cash flow, or FCF, of -5,396 USD million. Net accounts receivable, or net ATM, were 19,909 USD million, and net cash outlay for capex was 17,966 USD million, which is an alternate way to present financing, not the total amount spent on capital expenditures. The remaining performance obligation, or RPO, was 664 billion USD, which represents a multi-year contracted obligation, but not cash that has been received. The forecast for fiscal year 27 is revenue of at least 90 billion USD and earnings per share, or EPS, of 8.10 USD, on a non-GAAP basis, which means it does not follow standard accounting rules. These are claims made by the issuer, not independently verified. https://investor.oracle.com/files/content_files/1q27-pressrelease-September_FINAL.pdf

A news scan found the headline about ZUMZ's cash flow for the first half of the year, which ended on August 1. The company's operating cash flow was -27.276 million USD, and capital expenditures were 4.880 million USD, resulting in a free cash flow of -32.156 million USD. This is compared to -14.818 million USD for the same period last year. The company's narrative about 35.7 million USD in operating cash refers to the year-over-year change in cash balance, not the first half of the year. The company's cash and securities were 97.265 million USD, compared to 106.740 million USD in the prior August. Inventory was 157.282 million USD, compared to 157.722 million USD. Once the periods are aligned, there is no contradiction in the numbers. https://ir.zumiez.com/news-releases/news-release-details/zumiez-inc-announces-fiscal-2026-second-quarter-results

A news scan found the headline for the issuer ZUMZ on September 10 for the second quarter that ended on August 1. The second quarter sales were 208.964 million dollars, which is a decrease of 2.5 percent, with comparable sales decreasing by 2.1 percent. The gross profit was 35.3 percent, compared to 35.5 percent. The company had a net loss of 2.743 million dollars. For the first 37 days of the third quarter, through September 7, sales decreased by 4.3 percent and comparable sales decreased by 3.5 percent. The forecast for the third quarter is sales of 222 to 226 million dollars and earnings per share of 0 to 0.10 dollars. Management attributes the weakness to US footwear and traffic, but notes international growth. The primary issuer has an optimistic view, but there is no independent confirmation of demand. https://ir.zumiez.com/news-releases/news-release-details/zumiez-inc-announces-fiscal-2026-second-quarter-results

A news scan found the headline about SRRK. From September 10 at 21:02 UTC, the latest RSS content is from September 2, and it includes information about a full-year results announcement from August 27, and a conference from August 21, as well as a regulatory announcement. There is also a webcast with the title, but it does not include a full replay or transcript. The reason for the lack of a full webcast is not known, and just because it is not in the bounded feed, it does not mean there is no commentary. https://investors.scholarrock.com/rss/news-releases.xml ; https://kvgo.com/2026-biopharma-conference/scholar-rock-sep-2026

A news scan found the headline 'TLX POST910 Bounded latest feed no new Pixclara decision'. Retrieved on September 10 at 21:01 UTC, the latest feed included access to Ga68 on September 10, conferences on September 9, and BiPASS on September 2, but this is not an exhaustive proof and a decision is still pending. The prior issuer had a PDUFA date of September 11, which is the only information retained, and there is no live entry. https://telixpharma.com/feed/

A company announced a new quarterly dividend on September 10. The dividend is $0.12, which will be paid on September 30 to shareholders who own the stock on September 21. This is the company's 52nd consecutive dividend. The announcement was made after the stock market closed on September 10 and is not related to the company's earnings. The company will keep its current plan to sell its shares on September 14 and will note any relevant news that happens before then. https://ir.evolutionpetroleum.com/news-releases/news-release-details/evolution-petroleum-declares-012-share-cash-dividend-fiscal-q1

A news scan found the headline 'EPM POST910 Completed September 10 session frozen paper mark'. Retrieved at 21:02 UTC on September 10. The daily summary for SIP shows an open of 3.73, a high of 3.87, a low of 3.675, and a close of 3.84, with a volume of 546,147, as of the 04 UTC timestamp. A minute-by-minute query from 13:30 to 20 UTC includes 226 bars before 20 UTC and the 20 UTC auction price of 3.84 with a volume of 34,026. The last price at 19:59 was 3.83, with a volume of 498,939 during regular trading hours. The daily and minute volumes are kept separate and not automatically reconciled. There was no observed stop at 3.61876 or target at 3.89686 touch. The daily query must start at 04 UTC, and starting at 13:30 returns no data, not zero. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=EPM&timeframe=1Day&feed=sip&adjustment=all

A news scan found the headline 'LOVE PRECLOSE910 issuer cashflow fallback confirms SEC prior values'. This is a statement about a company's financial situation. On September 10, the company released its full financial tables, which were available to read at 19:43 UTC. The tables showed the company's financial results for the 26 weeks that ended on August 2. The company had a negative operating cash flow of 11.429 million US dollars and a negative investing cash flow of 12.204 million US dollars, resulting in a total negative cash flow of 23.633 million US dollars. This is an improvement from the prior period, which had a negative cash flow of 42.408 million US dollars. The company had 68.804 million US dollars in cash and a negative financing cash flow of 9.416 million US dollars. The financing cash flow included a 21 million US dollar refund, which consisted of 20 million US dollars for cost of goods sold, 0.3 million US dollars for inventory, and 0.7 million US dollars for interest. The company's original issuer fallback plan is working, despite a prior issue with the Securities and Exchange Commission, or SEC, rule 403. However, the same origin of the confirmation is not an independent confirmation. https://investor.lovesac.com/news-events/press-releases/detail/167/the-lovesac-company-reports-second-quarter-fiscal-2027

A news scan found the headline 'EPM PRECLOSE910 Python payoff and path arithmetic'. This is a raw script output. It mentions a Python calculation at 19:43, using data from 1928, with a win rate of 4 out of 6, a win percentage of 2.643209564%, and a loss percentage of 3.262590862%, resulting in a raw half Kelly value of 0.1276117927, which was approved with a delay. The paper mark was plus 2.54691689%, with a maximum favorable excursion of plus 0.898957R and a maximum adverse excursion of minus 0.494426R. An arithmetic calculation of 3R equals 4.06372, which is not a defensible target. The account has a normal risk of 25.5297, a convex risk of 42.5495, and a position cap of 212.7475. The fund has 49.14 binds that do not have risk permission. runway:query_research?fund=catalyst&analysisKind=backtest&symbol=EPM ; https://runway.adityaperswal.workers.dev/data/stock-bars

On September 8, the issuer confirmed that the primary event date for EPM PRECLOSE910 has been reverified. According to the schedule retrieved on September 10 at 19:43 UTC, earnings will be released after the market closes on September 15, followed by a conference call at 10:00 Central Time on September 16. To be safe, the plan is to preserve the paper exit at the close of September 14, before the first expected results are released, since the exact release minute is not precise. https://ir.evolutionpetroleum.com/news-releases/news-release-details/evolution-petroleum-schedules-fiscal-q4-and-full-year-2026

A news scan found the headline 'SRRK PRECLOSE910 webcast content gap persists'. Fetched on September 10 at 19:43 UTC with HTTP 200, but only a 42 character parsed title was available at 9:20 AM ET for Scholar Rock. There is no full transcript or replay content. The web page would not open, so a direct retrieval shell was used. The missing content is not due to an absence of commentary, but rather the bounded RSS feed remains unchanged. https://kvgo.com/2026-biopharma-conference/scholar-rock-sep-2026

A news scan found the headline 'LOVE PRECLOSE910 original guidance comparison recovered'. This refers to a comparison of financial guidance for a company with the ticker LOVE. On September 10, the issuer reported expected sales of 690-710 million and EBITDA, which is a measure of a company's overall financial health, of 31.5-35.5 million for the second quarter of the fiscal year. This current EBITDA figure excludes refunds. In contrast, the original guidance from June 11 predicted sales of 700-740 million and EBITDA of 35-46 million, which included a 3.6 million refund. The nominal EBITDA has decreased from 40.5 million to 33.5 million, a decrease of 7 million, but this is not a clean organic cut because the prior treatment of refunds in EBITDA is still unverified. The same issuer provided the information, but there is no independent corroboration. The full SEC 403 filing was reviewed this time, and prior SEC numbers from 18:31 were retained as prior verification. https://investor.lovesac.com/news-events/press-releases/detail/167/the-lovesac-company-reports-second-quarter-fiscal-2027

A query was made at 19:41 UTC. It found that there were no open or pending trades, but 3 trades were closed. Of these, 0 were winning trades and 2 were liquidations made by the operator, with 1 stop. The fund had a cash balance of 49.14 and an equity balance of 850.99. A sample was provided, but it was not a complete or universal test of the catalyst odds. In the previous test, which was numbered 22896, the actual aggregate result was -31.937258, and this amount was retained. runway:query_trades?fund=catalyst

A news scan found the headline 'Actual67 17:01,75 13:15,126 19:30,132 17:15,172 16:45 outputs all have END and exit 0.172 IPHA hash resolves prior Value Error, not full content; next 20:45 before 21 UTC review. No EPM collector exists due to five job cap; manual bars retrieved. No jobs changed.' runway:list_jobs?fund=catalyst

A news scan found the headline that on September 10 at 19:41 UTC, or 7 ET, the latest Q2 results were released for LOVE, with a call date of August 27 and a chief financial officer transition on June 15, which came from the same issuer as the Securities and Exchange Commission, without independent confirmation. https://investor.lovesac.com/news-events/press-releases/rss

A news scan found the latest three issuer items for SRRK PRECLOSE910, which were fetched at 19:41 UTC. The items include a September 2 announcement about FSHD FastTrack, an August 27 conferences update, and an August 21 regulatory update. There is no new facility resolution in the bounded three items, and the list is not exhaustive and is pending proof. https://investors.scholarrock.com/rss/news-releases.xml

A news scan found the latest three issuer items for TLX. Fetched at 19:41 UTC, the items include the availability of Sep 10 Ga 68, conferences on Sep 9, and BiPASS on Sep 1. There is no decision on Pixclara in the last three items, which does not prove that it is pending. On April 10, the original announcement was made at https://telixpharma.com/news-views/fda-accepts-nda-for-tlx101-px-pixclara/. As of September 10, the PDUFA date, which stands for Prescription Drug User Fee Act date, is September 11, with zero Pixclara guidance for fiscal year 2026 as of April 10. https://telixpharma.com/feed/

A news scan found the following items: on September 8, there was an earnings notice, on August 20, an acquisition closed, and on August 19, an offering pricing was announced. These are the latest three items from the issuer, fetched at 19:41 UTC. This list does not include early earnings and is not a complete list of all actions. https://ir.evolutionpetroleum.com/rss/news-releases.xml

A news scan found the headline 'EPM PRECLOSE910 frozen paper path through 19:18 UTC'. Fetched at 19:41:33 UTC, a request was made for delayed SIP data from 13:30 to 19:21. The result was 194 minute bars from 13:30 to 19:18, with no next page available. The high was 3.83, the low was 3.675, and the volume was 334,229. A stop at 3.61876 and target at 3.89686 were not touched in the returned bars. The entry point was 3.73 ADR, with an identifier of 11124, and a return of 0.854009, which is unfinished. The data included sparse bars that were not interpolated, and there is no executable quote or final daily outcome. The raw data is stored in the local file epm_bars.json. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=EPM&timeframe=1Min&feed=sip&adjustment=all

On September 10, an audit of 3 closed trades was conducted, resulting in 0 wins. The results were as follows: MIRM had a loss of 0.439321 percent, which is a dollar loss of $0.285515, with a risk ratio of -0.069827; IONS had a loss of 2.842420 percent, which is a dollar loss of $1.847289, with a risk ratio of -0.411058; and RARE had a loss of 45.860062 percent, which is a dollar loss of $29.804454, with a risk ratio of -6.440348. The total loss was $31.937258, with a mean return of -16.380601 percent. There was 1 stop and 2 operator liquidations. For RARE, the exit price was $13.98976, which is $10.01024 less than the stop price of $24, resulting in a shortfall. This shortfall was not solely due to execution slippage, as there was an overnight news and price gap. The entry stop was null, so RARE used a stored stop, but the sample size was tiny and censored. runway:query_trades?fund=catalyst

The current mandate for EPM EXTRA910 uses arithmetic to determine sizing, rather than approved targets. A Python calculation from 1928 data shows a win rate of 4/6, with a win percentage of 2.643209564% and a loss percentage of 3.262590862%. The calculation also shows a b value of 0.810156614 and a raw half Kelly value of 0.127611793, but the approved value is 0. The current mandate has a normal account risk of 3%, which is 25.5297, and a convex account risk of 5%, which is 42.5495. The account position cap is 212.7475, but the fund's cash, which is 49.14, limits this. The target for Paper 1.5R is 3.89686, and the arithmetic 3R target from the original 3.73 entry with a risk of 0.11124 is 4.06372, but this is not an evidence-backed target or order. The previous convention of 1% per quarter Kelly with a 1.5 gate has been superseded for new trades, but the paper remains unchanged. runway:query_research?fund=catalyst&analysisKind=backtest&symbol=EPM ; user:AGENTS.md

A news scan found the headline that on September 10 at 18:31 UTC, the latest three issuer releases for EPM EXTRA910 were: a September 8 earnings notice, an August 20 Midland mineral and royalty acquisition close, and an August 19 public offering pricing. There were no early earnings in the inspected three items, which is not an exhaustive corporate action audit. https://ir.evolutionpetroleum.com/rss/news-releases.xml

On August 21, the issuer re-read the information at 18:31 UTC. The FDA decision may occur at any time through September 30. The issuer removed Catalent Indiana from the Biologics License Application, which is a formal request to the FDA to approve a biological product, and an alternate fill and finish process is under review. Following an Official Action Indication, which is a notification from the FDA that an action is required, the European Union Marketing Authorization Application was withdrawn, and the procedure was concluded on August 20. A planned resubmission with an alternate process is expected. The issuer claims that they are ready to supply and launch the product, but this is not the same as approval or receiving cash. The current absence of a Regulatory Status Update does not prove that the status is pending. https://investors.scholarrock.com/news-releases/news-release-details/scholar-rock-provides-update-global-apitegromab-regulatory

A filing from September 10 was received at 18:31 UTC, covering 26 weeks that ended on August 2. The company's operating cash flow was -11.429 million US dollars, its investing activities were -12.204 million US dollars, and its financing activities were -9.416 million US dollars. The company's cash balance was 68.804 million US dollars, compared to 101.853 million US dollars at the beginning of the period, resulting in a cash change of -33.049 million US dollars. The company received a refund of 21 million US dollars, which included 20 million US dollars for cost of goods sold, 0.3 million US dollars for inventory, and 0.7 million US dollars for interest. In the prior year, the company's operating cash flow was -29.212 million US dollars and its investing activities were -13.196 million US dollars, totaling -42.408 million US dollars. This represents an improvement of 18.775 million US dollars, or 44.271 percent, which includes a refund and is not entirely organic. The company notes that the new quarter's receipt cannot be considered the same as its recurring free cash flow. The issuer is the original source of this information, and there is no independent confirmation. Additionally, prior guidance that was supposed to be bridged has not been resolved. https://www.sec.gov/Archives/edgar/data/1701758/000162828026061220/love-20260802.htm

A news scan found the headline 'SRRK EXTRA910 current issuer feed'. The six latest items were from September 10 at 18:30. These items included a September 2 update on FSHD fast track dosing, an August 27 conference, and an August 21 regulatory update. There was no newer information on the SMA facility resolution in the inspected RSS entries, but this does not necessarily mean it is absent or approved. A prior message remains unread. https://investors.scholarrock.com/rss/news-releases.xml