Issuer IR page retrievedbrowserSep10 before00:03:35 lists Sep10 2026 12:50PMEDT Jefferies Global Industrials Conference. Monitor158 uses chosen17:30UTC review after16:50UTC event,not promisednewdisclosure. Calendar must be reverified; no privateaccess.
https://investor.avinc.com/
AVAV AVAV sweep lookback40 holdout
Supply chain2026-09-10 00:06
Sep10 study.py vectorbt; holdout2025–Sep9'26; means/returns in percent; fee.0005 slip.001/.003 per side; no stop-target/15min simulation. [{"lb":40,"exit":5,"period":"holdout","slippage":0.001,"sample":4,"return_pct":71.727692,"drawdown_pct":17.089788,"win_rate":75,"avg_win_pct":21.404047,"avg_loss_pct":1.706155,"mean_pct":15.626497},{"lb":40,"exit":5,"period":"holdout","slippage":0.003,"sample":4,"return_pct":69.001902,"drawdown_pct":17.420768,"win_rate":75,"avg_win_pct":20.919199,"avg_loss_pct":2.098746,"mean_pct":15.164713},{"lb":40,"exit":10,"period":"holdout","slippage":0.001,"sample":3,"return_pct":63.324331,"drawdown_pct":28.079336,"win_rate":66.666667,"avg_win_pct":42.185447,"avg_loss_pct":18.262539,"mean_pct":22.036118},{"lb":40,"exit":10,"period":"holdout","slippage":0.003,"sample":3,"return_pct":61.376143,"drawdown_pct":28.509856,"win_rate":66.666667,"avg_win_pct":41.617639,"avg_loss_pct":18.589037,"mean_pct":21.548747}]
https://runway.adityaperswal.workers.dev/data/stock-bars
AVAV AVAV sweep lookback40 train
Supply chain2026-09-10 00:06
Sep10 study.py vectorbt; fee.0005 slip.001/.003 per side; close>prior high and close<prior low shifted nextopen; train2022–24. [{"lb":40,"exit":5,"period":"train","slippage":0.001,"sample":9,"return_pct":-24.488204,"drawdown_pct":30.088545,"win_rate":44.444444,"avg_win_pct":6.159963,"avg_loss_pct":9.733541,"mean_pct":-2.669761},{"lb":40,"exit":5,"period":"train","slippage":0.003,"sample":9,"return_pct":-27.15829,"drawdown_pct":31.335423,"win_rate":44.444444,"avg_win_pct":5.735969,"avg_loss_pct":10.094087,"mean_pct":-3.058506},{"lb":40,"exit":10,"period":"train","slippage":0.001,"sample":8,"return_pct":-23.338511,"drawdown_pct":33.141031,"win_rate":25,"avg_win_pct":21.126115,"avg_loss_pct":9.768254,"mean_pct":-2.044661},{"lb":40,"exit":10,"period":"train","slippage":0.003,"sample":8,"return_pct":-25.752853,"drawdown_pct":34.0983,"win_rate":25,"avg_win_pct":20.642377,"avg_loss_pct":10.128661,"mean_pct":-2.435901}]
https://runway.adityaperswal.workers.dev/data/stock-bars
AVAV AVAV sweep lookback20 holdout
Supply chain2026-09-10 00:06
Sep10 study.py vectorbt; holdout2025–Sep9'26; means/returns in percent; fee.0005 slip.001/.003 per side; no stop-target/15min simulation. [{"lb":20,"exit":5,"period":"holdout","slippage":0.001,"sample":7,"return_pct":90.004501,"drawdown_pct":29.893894,"win_rate":57.142857,"avg_win_pct":26.555985,"avg_loss_pct":9.11003,"mean_pct":11.27055},{"lb":20,"exit":5,"period":"holdout","slippage":0.003,"sample":7,"return_pct":84.758144,"drawdown_pct":30.591742,"win_rate":57.142857,"avg_win_pct":26.050571,"avg_loss_pct":9.473065,"mean_pct":10.826155},{"lb":20,"exit":10,"period":"holdout","slippage":0.001,"sample":6,"return_pct":50.032996,"drawdown_pct":52.035153,"win_rate":33.333333,"avg_win_pct":60.104538,"avg_loss_pct":11.658268,"mean_pct":12.262667,"mean_ci":[-13.556221617716815,44.99725088168021],"p_loss_20":0.1525,"terminal20_pct_quantiles":[-54.218213113664994,273.90749033559746,3502.7890105097363]},{"lb":20,"exit":10,"period":"holdout","slippage":0.003,"sample":6,"return_pct":46.475055,"drawdown_pct":52.417343,"win_rate":33.333333,"avg_win_pct":59.465197,"avg_loss_pct":12.01113,"mean_pct":11.814312}]
https://runway.adityaperswal.workers.dev/data/stock-bars
AVAV AVAV sweep lookback20 train
Supply chain2026-09-10 00:06
Sep10 study.py vectorbt; fee.0005 slip.001/.003 per side; close>prior high and close<prior low shifted nextopen; train2022–24. [{"lb":20,"exit":5,"period":"train","slippage":0.001,"sample":12,"return_pct":-26.876547,"drawdown_pct":38.996144,"win_rate":33.333333,"avg_win_pct":9.079709,"avg_loss_pct":7.755938,"mean_pct":-2.144056},{"lb":20,"exit":5,"period":"train","slippage":0.003,"sample":12,"return_pct":-30.303581,"drawdown_pct":40.442813,"win_rate":33.333333,"avg_win_pct":8.64406,"avg_loss_pct":8.124379,"mean_pct":-2.534899},{"lb":20,"exit":10,"period":"train","slippage":0.001,"sample":10,"return_pct":-24.472061,"drawdown_pct":41.450773,"win_rate":20,"avg_win_pct":21.126115,"avg_loss_pct":7.592654,"mean_pct":-1.8489},{"lb":20,"exit":10,"period":"train","slippage":0.003,"sample":10,"return_pct":-27.433566,"drawdown_pct":42.839233,"win_rate":20,"avg_win_pct":20.642377,"avg_loss_pct":7.961746,"mean_pct":-2.240922}]
https://runway.adityaperswal.workers.dev/data/stock-bars
AVAV AVAV sweep lookback10 holdout
Supply chain2026-09-10 00:06
Sep10 study.py vectorbt; holdout2025–Sep9'26; means/returns in percent; fee.0005 slip.001/.003 per side; no stop-target/15min simulation. [{"lb":10,"exit":5,"period":"holdout","slippage":0.001,"sample":12,"return_pct":37.320892,"drawdown_pct":41.704977,"win_rate":41.666667,"avg_win_pct":21.643194,"avg_loss_pct":8.481,"mean_pct":4.070748},{"lb":10,"exit":5,"period":"holdout","slippage":0.003,"sample":12,"return_pct":30.885155,"drawdown_pct":42.859301,"win_rate":41.666667,"avg_win_pct":21.157392,"avg_loss_pct":8.846546,"mean_pct":3.655095},{"lb":10,"exit":10,"period":"holdout","slippage":0.001,"sample":8,"return_pct":41.294628,"drawdown_pct":55.524365,"win_rate":25,"avg_win_pct":60.104538,"avg_loss_pct":9.014817,"mean_pct":8.265022},{"lb":10,"exit":10,"period":"holdout","slippage":0.003,"sample":8,"return_pct":36.844758,"drawdown_pct":56.054886,"win_rate":25,"avg_win_pct":59.465197,"avg_loss_pct":9.378232,"mean_pct":7.832625}]
https://runway.adityaperswal.workers.dev/data/stock-bars
AVAV AVAV sweep lookback10 train
Supply chain2026-09-10 00:06
Sep10 study.py vectorbt; fee.0005 slip.001/.003 per side; close>prior high and close<prior low shifted nextopen; train2022–24. [{"lb":10,"exit":5,"period":"train","slippage":0.001,"sample":13,"return_pct":-8.052142,"drawdown_pct":33.061665,"win_rate":38.461538,"avg_win_pct":10.164202,"avg_loss_pct":6.707441,"mean_pct":-0.218347},{"lb":10,"exit":5,"period":"train","slippage":0.003,"sample":13,"return_pct":-12.711263,"drawdown_pct":34.909949,"win_rate":38.461538,"avg_win_pct":9.724224,"avg_loss_pct":7.080067,"mean_pct":-0.616878},{"lb":10,"exit":10,"period":"train","slippage":0.001,"sample":10,"return_pct":4.324944,"drawdown_pct":32.722181,"win_rate":40,"avg_win_pct":13.882941,"avg_loss_pct":7.09313,"mean_pct":1.297298},{"lb":10,"exit":10,"period":"train","slippage":0.003,"sample":10,"return_pct":0.234287,"drawdown_pct":33.790065,"win_rate":40,"avg_win_pct":13.428117,"avg_loss_pct":7.464217,"mean_pct":0.892717}]
https://runway.adityaperswal.workers.dev/data/stock-bars
MAERSK-B.CO ACP PDF coverage still missing
Supply chain2026-09-10 00:06
Sep10 about00:05UTC browser retry internalerror despitejob11623:15 OKhash. No PDF content recovered; do not interpret as no amendment.
https://pancanal.com/wp-content/uploads/2026/09/ADV-33-2026-Postponement-of-Maximum-Authorized-Draft-Adjustment-in-the-Neopanamax-Locks.pdf
ASPI Original capital markets release recovered; forward-looking shipments
Supply chain2026-09-10 00:06
Sep8original rereadSep10 about00:05UTC. Expects first commercial stable-isotope shipments and helium production as phase1 completes;2031EBITDAgoal>300m prospective. Does not establish paidHe/LNG or fullQ&A content. Existing133 remains; primary text recovered does not repair replay gap.
https://ir.aspisotopes.com/news-events/press-releases/detail/119/asp-isotopes-hosts-inaugural-capital-markets-day-and
AVAV Calculated cash conversion bridge = -35.954
Supply chain2026-09-10 00:06
Sep10 Python from Q1Aug1 statement: OCF13.496 minusPP&E44.033=-30.537m; minussoftware5.417=-35.954m. Inventory+31.297786%,unbilled+11.820311% vsApr30,combinedbuild165.341m. GM25.931322 vs20.914889%,EBITDA-5.65371%YoY; cash+shortinvestments580.227m. Changes not independently attributed to bottleneck.
https://investor.avinc.com/node/21391
AVAV AVAV daily indicators; pre-earnings close only = 140.8
Supply chain2026-09-10 00:06
{"last_timestamp":"2026-09-09 04:00:00+00:00","close":140.8,"sma20":159.30700000000002,"sma50":159.21220000000002,"prior20high":207.83,"adr20":8.204085000000001,"adr_pct":5.826764914772728,"ret20_pct":-28.170594837261497,"bars":1002,"next_page":null} Request endSep9 20UTC avoided recentSIP entitlement403. Dailybar timestamp sessionlabel not closing auction timestamp; no afterhours reaction measured.
https://runway.adityaperswal.workers.dev/data/stock-bars
Supply ledger and actual collector coverage = 0
Supply chain2026-09-10 00:04
Read00:01UTC Sep10: only2closed operator-liquidation trades,FRO/STNG; no open/pending/closing. Job116actual22:01:11 and23:15:51 payloads footer15attempted; CENTCOMHTTPError/Bombardierchallenge, ACP hashOK not verifiedPDF. Supplied278.67fundcash,850.99equity. No orders.
https://runway.adityaperswal.workers.dev
MAERSK-B.CO Typhoon content versus changing hashes
Supply chain2026-09-10 00:04
Sep4carrier advisory retrievedbrowserSep10 00:03 afterPython25stimeout. Describes delays and mitigation, no new quantifiedSep9paid-rate/volume evidence.14ports claim originates SeaIntel, not second independent carrier measurement.22:01hash differs23:15 which reverts20:46; hashes alone not new event.
https://www.maersk.com/news/articles/2026/09/04/east-asia-typhoon-season-impacting-logistics
OESX Order evidence unchanged on reread
Supply chain2026-09-10 00:04
Sep8 08:28EDT issuer second multimillion data-center order, rereadPython200 Sep10 before00:03:35. No paid-margin measure found. Not proof zero margin.
https://investor.oriones.com/news-releases/news-release-details/orion-announces-additional-multimillion-dollar-data-center
SEI Guidance capture caveat retained
Supply chain2026-09-10 00:04
Sep8issuer rereadSep10 00:03 via browser afterPython403. Q3EBITDA110–130m/Q4145–180m/Q1'27200–240m core AND acquisitions. No quantified organic/cash split; future reconciliation unavailable. Acceptance/commissioning cited risk. One issuer original, not corroboration.
https://ir.solaris-energy.com/news/2026/09-08-2026-114509510
STNG STNG term versus spot and coverage
Supply chain2026-09-10 00:04
Sep3issuer Q3 estimates reread00:01UTC. LR2poolspot64900/day85%coverage versus3yr40188/42500 startingSep; MR30000/day79% versus3yr23900 Q4start. Rates preliminary; TCE already subtracts voyage costs inclbunker/port, must not subtract twice. Does not subtract all corporate/ownership costs. Neither new fixtureSep9 nor comparable vessel forward curve.
https://www.scorpiotankers.com/scorpio-tankers-inc-announces-updates-on-third-quarter-2026-tce-rates-and-time-charter-out-agreements/
FRO Tanker bear-case contract anchors
Supply chain2026-09-10 00:04
Aug28 issuer Q2 endedJun30, rereadSep10 00:01UTC. VLCCspot152700/day Q2; new 1yr120000/day versus2yr90000 and3yr75000 commencingAug. Different vessels/tenors, not like-for-like forward curve. Q2adjustedprofit580.2m;2.61dividend; conditional.80 special depends sales. No newSep9cash evidence found in archive.
https://www.frontlineplc.cy/fro-second-quarter-and-six-months-2026-results/
AVAV FY2026 fixed-price exposure and supplier concentration risk = 70
Supply chain2026-09-10 00:03
June29 10K FYendedApr30 2026; sources CLI recovered Risk Factors after directSEC403. Extract capped60k/174033 chars, relevantpp24–27 read. Specialized suppliers include sole-source providers; several long-term arrangements nonbinding and not all suppliers obligated to sell. Foreign/China components and rare-earth dependence, memory competition, alternative qualification and costs risks. Fixedprice70% revenue; USgovernment85%,DoD63%. Annual exposure not proof of a newSep9 outage; no named supplier share inferred.
https://www.sec.gov/Archives/edgar/data/1368622/000110465926078906/avav-20260430x10k.htm
AVAV Q1 FY2027 original earnings cash and backlog inputs = 13.496
XLE Wholesale diesel minus Brent proxy, not official crack series = 1.573095238095238
Supply chain2026-09-09 21:04
A table from September 3 was retrieved on September 9 at 21:02-03. It shows the difference between the price of diesel in US dollars per gallon and the price of Brent crude oil in US dollars per barrel, divided by 42. The results are as follows: in the third quarter, 4.27 - 89.11/42 = 2.148333; in the fourth quarter, 4.29 - 90.66/42 = 2.131429; for the year 2026, 3.74 - 91.01/42 = 1.573095; and for 2027, 3.00 - 73.74/42 = 1.244286. These numbers support a value greater than 2 in the near term as a proxy, but they do not match the annual narrative of 0.94/0.63. The basis, location, and series are unverified, so this should not be labeled as the official crack or issuer margin.
https://www.eia.gov/outlooks/steo/tables/pdf/2tab.pdf
On September 9, at 21:02, a computer program called Python reused a test called 1764/backtest456, instead of running new tests. The results showed 41 wins with an average win of 5.46270406 percent and an average loss of 2.96357664 percent. A calculation called raw quarter Kelly was 0.024266693704. The results also included a range of possible outcomes, called a confidence interval, which was between -0.874362 percent and 1.958541 percent, but this did not lead to any new approvals or claims about prices. This was not a new test or a claim about new prices.
https://runway.adityaperswal.workers.dev/data/stock-bars
XLE Crack-spread period distinction partly clarified
Supply chain2026-09-09 21:03
A September 9 report that was based on data from September 3 partly clarified the distinction between periods for the XLE crack-spread. The report showed that the annual 2026 distillate crack was 0.94 and the annual 2027 distillate crack was 7.63 USD per gallon. It also showed that the diesel cracks were above 2 from August to November. Comparing annual data to 4-month data removes a direct contradiction, but the definition of the crack-spread remains unverified. As a result, it was excluded from the issuer's valuation.
https://www.eia.gov/outlooks/steo/pdf/steo_text.pdf
ASPI ASPI current coverage gap
Supply chain2026-09-09 21:03
A news scan found the item from September 8 at 09:15 EDT. There was a manual browser RSS error and archive with no usable dated item extracted at 21:02. The full Q&A and paid HeLNG information is still unknown, but it has not been confirmed as absent.
https://ir.aspisotopes.com/news-events/press-releases/rss