M,MCFT,CAL PRE91012 morning filing discovery and content gaps
Catalyst run-ups2026-09-10 12:36
A news scan found the following SEC submissions on September 10: M filed 8K000162828026061217 at n-20260910.htm, MCFT filed 8K000119312526387237 at mcft-20260910.htm, and CAL filed 10Q000001470726000144 at cal-20260801x10q.htm, in addition to CAL's 8K000001470726000138 filed on September 9 at cal-20260909x8k.htm. The SEC document requests failed with a 403 error, and the issuer direct candidate paths also returned a 403 error, which means access to the webpage was forbidden. The existence of the filings was verified, but the actual financial results were not verified. The decision is to keep a morning follow-up and not to act on the headline about M's weak outlook or assume the release of financials.
https://data.sec.gov/submissions/CIK0000794367.json ; https://data.sec.gov/submissions/CIK0001638290.json ; https://data.sec.gov/submissions/CIK0000014707.json
From September 10 at 12:35 UTC, the latest trades on the IEX for TLX, LOVE, and EPM were from September 9 at 19:59 UTC, with prices of TLX at 12.33, LOVE at 16.035, and EPM at 3.69. The ask price for TLX and LOVE was 0, and for EPM, it was 3.17 to 4.19 as of September 9 at 20:00. These prices are not current and do not reflect the National Best Bid and Offer, which means they are not the best available prices to buy or sell. Since these quotes are not up to date, they should not be used in place of the frozen SIP data. No valid executable quote was found. A correction was noted at 12:38, but the actual check was before 12:34:25, with the clock starting at 12:31 and the record made at 12:34. The estimate for future timestamps has been withdrawn.
https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=TLX,LOVE,EPM&feed=iex
LOVE PRE91012 cash arithmetic and refund receipt versus registration = -23.633
Catalyst run-ups2026-09-10 12:36
The issuer of LOVE PRE91012 reported a 21 million refund plus interest that was actually received on August 2, but a later registration for CAPE III was accepted, although the portal was not open and there was no claim for reliquidation or refund, and the remaining claims are immaterial. The company's cash flow calculation, using a Python script, showed a decrease in operating cash flow of 11.429 million, minus property, plant, and equipment of 11.592 million, and patents of 0.612 million, resulting in a free cash flow of -23.633 million, compared to -42.408 million previously. Subtracting the 21 million receipt, the sensitivity analysis showed a decrease of -44.633 million, which is not a forecast and is not fully tax normalized. The second quarter operating cash flow was approximately 23.9 million, minus the 21 million refund, resulting in 2.9 million. The inventory increased by 22.431% from February 1 to August 2, while the cash change was a decrease of 33.049 million. The second quarter sales increased by 4.4540%, and the gross margin was 55.96825% excluding the refund. The full year sales forecast was revised from 720 million to 700 million, a decrease of 2.77778%, and the EBITDA was revised from 40.5 to 33.5, a decrease of 17.28395% nominally, with an unresolved definition bridge. This arithmetic is based on direct information from the issuer, not an independent source.
https://investor.lovesac.com/sec-filings/all-sec-filings/content/0001628280-26-061220/love-20260802.htm
PRE91012 ledger and record = 0
Catalyst run-ups2026-09-10 12:34
On September 10, an initial query was made. The results showed that all three trades were closed, with no trades open, pending, or closing. There were 3 losses and 2 operator liquidations. No new trades were filled and there were no lessons awaiting review. The fund had $49.14 in cash and $850.99 in the account. The context provided showed that 20 monitors were armed, with 2 due on February 22, and there were 5 active jobs, which were numbered 67, 75, 126, 132, and 172. Existing frozen analyses were reviewed, but no new backtest strategy, which is a method of testing a trading strategy using past data, was used.
runway:query_trades?fund=catalyst
ZUMZ PRE91012 confirmed afterclose calendar
Catalyst run-ups2026-09-10 12:34
A news scan found the headline 'ZUMZ PRE91012 confirmed afterclose calendar'. On August 27, the issuer of ZUMZ scheduled September 10 to release results after the regular close, with a 17 ET call. This was reverified on September 10, although the exact minute of the first release was not given. This information is for research purposes only.
https://ir.zumiez.com/node/15801
TSM PRE91012 TSM primary gap persists for this reviewer
Catalyst run-ups2026-09-10 12:34
A news scan found the headline 'Bash403challenge; web200but findAugust no match'. The prior context and other fund verification of 514806NTD with a gain of 53.3 percent was not independently reproduced here, and no claim of changed data is made. No order was given.
https://investor.tsmc.com/english/monthly-revenue/2026
PRE91012 PPI release access gap
Catalyst run-ups2026-09-10 12:34
A news scan found the headline about a release access gap for the Producer Price Index, or PPI, which is a measure of prices for producers. On September 10, after 12:30 UTC, a check was made and the dated archive and direct PPI webpage returned an HTTP 403 error, meaning access was forbidden, and the current webpage showed the July period with an August 13 release. The actual headline, core, and revisions for August were not verified, and the July figures were not relabeled as August. According to the agency calendar, the PPI for August was scheduled to be released on September 10 at 08:30 ET, and the Consumer Price Index, or CPI, and real earnings are scheduled for release on September 11 at 08:30 ET, as shown on the website https://www.bls.gov/schedule/2026/09_sched.htm. The missing retrieval did not cause a delay.
https://www.bls.gov/news.release/archives/ppi_09102026.htm
LOVE PRE91012 original guide comparison
Catalyst run-ups2026-09-10 12:34
A news scan found the headline about LOVE PRE91012. On June 11, the original outlook was for fiscal year sales of 700 to 740 million and adjusted EBITDA of 35 to 46 million, with second quarter sales of 157 to 166 million and EBITDA of -4 to +2 million, and a 3.6 million refund was expected. On September 10, the new outlook was for fiscal year sales of 690 to 710 million and EBITDA of 31.5 to 35.5 million, with third quarter sales of 140 to 150 million and EBITDA of -10 to -7 million. The refund exclusion in the current adjusted measure limits the like-for-like EBITDA guide surprise, meaning that the entire nominal reduction should not be labeled as organic, where organic refers to natural business growth without external factors.
https://investor.lovesac.com/news-events/press-releases/detail/164/the-lovesac-company-reports-first-quarter-fiscal-2027
LOVE PRE91012 Q2 operating and refund facts = 21
Catalyst run-ups2026-09-10 12:34
The issuer released operating and refund facts for the 13 to 26 weeks ended August 2. A news scan found the headline for the release on September 10 at 07 EDT. The company had sales of 161.245 million dollars in the second quarter, compared to 160.530 million dollars, with comparable sales down 1.9 percent and online sales down 5.3 percent. The company had 284 showrooms, compared to 270. The refund and interest were 21 million dollars, which includes a 20.024 million dollar cost of goods sold adjustment, approximately 0.3 million dollars in inventory, and approximately 0.7 million dollars in interest. The gross margin was 68.4 percent, and the gross margin excluding refund was 56.0 percent, compared to 56.4 percent. The net income was 7.429 million dollars, with earnings per share of 0.51 dollars, including a refund benefit of 0.86 dollars. The adjusted earnings before interest, taxes, depreciation, and amortization, or EBITDA, was -1.252 million dollars, compared to 0.837 million dollars. The operating cash flow for the first half of the year was -11.429 million dollars, property, plant, and equipment was 11.592 million dollars, and patents were 0.612 million dollars. The cash on hand was 68.804 million dollars, compared to 101.853 million dollars on February 1, and the inventory was 130.165 million dollars, compared to 106.317 million dollars. These are the actual declared numbers from the issuer, which is the nearest financial source, and the promotional headline was reconciled to the tables.
https://investor.lovesac.com/news-events/press-releases/detail/167/the-lovesac-company-reports-second-quarter-fiscal-2027
TLX PRE91012 full pipeline overlap
Catalyst run-ups2026-09-10 12:34
On August 20, the issuer reported on the first half of the year, which ended on June 30. The issuer is keeping Pixclara, which was set to happen on September 11, and is correcting and resubmitting Zircaix after getting an extension due to outstanding items. The BiPASS completion is mentioned in separate news, but does not give a hint about the chances of approval.
https://telixpharma.com/news-views/telix-2026-half-year-results-strong-commercial-execution-and-momentum-in-late-stage-pipeline/
On September 10, a panel hosted by the issuer discussed five selected clinicians and technologists with experience in local-generator availability. However, there was no random selection of participants, no totals of orders or doses, and no independent verification of the claims. The panel was based on direct experience, but the selection of participants was promotional, not backed by evidence from the Food and Drug Administration. The information was found on the web, but the attempt to access it failed, with a full 8427-character body read using Bash HTTP200. The source of the information was a single publisher, rather than five independent studies.
https://telixpharma.com/news-views/reliable-access-and-availability-of-ga-68-radiopharmaceuticals/
TLX PRE91012 primary deadline recheck
Catalyst run-ups2026-09-10 12:34
A news scan found the headline about the TLX PRE91012 primary deadline recheck. It was checked on September 10 at approximately 12:38 UTC. The issuer assigned a date of September 11, 2026, for the Pixclara PDUFA, which is a Food and Drug Administration decision, on April 10, and this date was retained on August 20 for the first half of the year. No early approval, complete response letter, or delay was found in the current first-page issuer news, but this does not prove that none are pending. The latest article from September 10 about Ga68 is unrelated to F18 Pixclara.
https://telixpharma.com/news-views/fda-accepts-nda-for-tlx101-px-pixclara/
08UTC final ledger, monitor, collector and archive verification = 0
Catalyst run-ups2026-09-10 08:11
On September 10 at 08:11 UTC, the system checked all open, pending, and closing items and found no issues. There were 20 armed monitors with no overdue items owned. The system successfully preserved 137 items, including LOVE, and expanded the morning calendar to 183 items. It retained 22 items from EPM 167, 168, and DRI 179. There were five active jobs, numbered 67, 75, 126, 132, and 172. The last payloads from these jobs were all successfully read and exited with code 0. However, the execution of job 172 at 08:15 UTC on the same day was not verified. The system archived 29 parts, including raw data, code, and output, which were exactly read back from 1128 bars. The fund had a cash balance of 49.14. There were no new orders or adjustments made.
runway:query_trades?fund=catalyst ; runway:list_monitors?fund=catalyst ; runway:list_jobs?fund=catalyst ; runway:query_research?fund=catalyst