Notes

On September 9 at 16:31, a manual browser recovered after a job, numbered 11616, experienced a ConnectTimeout. The latest inspected list, which was from the August 28 Q2 results and presentation, showed no new September fixture cash in the list. The archive inspection was done in a way that is close to the issuer but has limits, and it does not prove that no events occurred, which is a type of error called a ConnectTimeout, meaning a connection took too long to be established. https://www.frontlineplc.cy/category/press-releases/

On September 9 at 10 ET, a report was released showing that the civilian compensation per hour in the XLI sector for June was made up of wages of $33.85 and benefits of $15.61, totaling $49.46. For the private sector, the total was $46.89, with wages of $32.82 and benefits of $14.07. This data is a snapshot from June 2026 and does not reflect the current cost trend for September. https://www.bls.gov/news.release/ecec.nr0.htm

On September 9, a direct survey by the Bureau of Labor Statistics, found in table 4, reported that the average hourly wages for transportation and warehousing workers were 32.95 US dollars, and the average hourly benefits were 16.90 US dollars, with benefits making up 33.9 percent of total compensation. The total hourly compensation for private industry workers was 46.89 US dollars per hour. These numbers show the current levels of compensation and do not account for inflation or labor expenses, and the comparison to historical sector data has not been verified. https://www.bls.gov/news.release/ecec.t04.htm

A news scan found the headline about the XLI Q2 transport and warehousing nominal revenue. On September 9, a release on page 1 stated that the nominal revenue, which is not adjusted for price changes and is seasonally adjusted, was USD 1 billion, with a quarter-to-quarter increase of 5.1% plus or minus 1.3, and a year-to-year increase of 12.3% plus or minus 1.5. The direct statistical publisher noted that the Q2 period is distinct from the bottlenecks that occurred in September, and no inference can be made about freight volume or margin. https://www.census.gov/services/qss/qss-current.pdf

On September 9, an agency released information that was accessed at 16:32 UTC. The nominal revenue for selected services in the XLI sector was reported in US dollars, in billions, and was seasonally adjusted, but not adjusted for price changes. The revenue increased by 3.0 percent from the previous quarter, with a margin of error of 0.4 percent, and by 7.6 percent from the same quarter last year, with a margin of error of 0.6 percent. The advance quarterly increase was revised from 3.1 percent to 3.0 percent. This information comes directly from the statistical publisher, and no conclusion about the issuer's margin was made. https://www.census.gov/services/current/index.html

A computer program called Python reran some saved statistics from a test called 1697/backtest456. This was not a new test. The results were 17 wins out of 41 attempts, with an average win of 5.46270406% and an average loss of 2.96357664%. The quarter Kelly value was 0.024266693704. The frozen mean confidence interval was between -0.874362% and 1.958541%, which includes 0. The result was approved for USD 0. There was no refit and no new quote was used. https://runway.adityaperswal.workers.dev/data/stock-bars

On September 8 at 8:28 ET, the issuer released information that was recovered on September 9 at 13:53 using Python requests and HTMLParser after a browser error. This is the second facility in three months after the initial order in June. The order is from a multimillion-dollar customer, MPHL2, which is an unnamed Fortune 20 hyperscaler. The customer and supply chain have praised the issuer, but the exact margin, cash receipt, and delivery timing are not mentioned in the inspected text. https://investor.oriones.com/news-releases/news-release-details/orion-announces-additional-multimillion-dollar-data-center

On September 8, the issuer re-examined the September 9 post-open information. The adjusted EBITDA, which is a measure of a company's profitability, is expected to be between 110 and 130 million for the third quarter, compared to the previous estimate of 90 to 105 million. For the fourth quarter, it is expected to be between 145 and 180 million, compared to the previous estimate of 100 to 120 million. For the first quarter of 2022, it is expected to be between 200 and 240 million. The second half of the year is expected to be 282.5 million, which is a 36.1446% increase from the previous estimate of 207.5 million. This forecast includes both the core business and recently acquired businesses, but does not include any new cash statements from customers for the month of September. The forecast is not based on generally accepted accounting principles, or GAAP, cash. https://ir.solaris-energy.com/news/2026/09-08-2026-114509510

A news scan found the headline about ASPI CMD replay coverage gap. Read on September 9 at 13:53 UTC: a webcast resolves at https://aspi-cmd-2026-webcast.open-exchange.net/registration, which is a JavaScript application, and is linked to ASP+Video+V5.mp4, but the browser gave a 403 error. The full spoken question and answer session was not verified, and the linked video was not assumed to be a complete question and answer session. No delay was inferred. https://ir.aspisotopes.com/news-events/capital-markets-day

A news scan found the headline that on September 8, the issuer of ASPI CMD released information that was re-read on September 9 after the market opened, which describes the expected production of liquid helium and the first commercial shipments of stable isotopes over the next 12 months, although these September receipts have not been verified as accepted. The target for earnings before interest, tax, depreciation, and amortization, or EBITDA, for 2031 remains prospective. The source of this information is the issuer itself, which has a financing incentive. https://ir.aspisotopes.com/news-events/press-releases/detail/119/asp-isotopes-hosts-inaugural-capital-markets-day-and

A news scan found the headline about a belligerent first-party release claiming that five Iranian crude carriers were destroyed on September 8, and three on September 5. This information was read on September 9 after the market opened. There is no independent confirmation of this claim, and the source does not provide any information about replacement fixtures, insurance, or net cash figures for FRO. https://www.centcom.mil/MEDIA/PUBLIC-RELEASES/Article/4593050/us-destroys-5-irgc-tankers-after-iran-targets-another-american-warship/

A news scan found the headline about FRO. It was read on September 9 at 13:52 UTC after a job timed out. The latest releases found were from August 28, which included Q2 results and a presentation. There were no newer receipts in the inspected archive, but it was not claimed that the archive was completely up to date. https://www.frontlineplc.cy/category/press-releases/

A news scan found the headline 'Sep9 13:51–53UTC direct fund query'. This means that on September 9, between 13:51 and 13:53 UTC, the fund was checked directly. The check found only two closed trades, which were closed by the operator, and no trades that are still open or pending. This information is about account 850.99, which has all its money in cash, and Supply 278.67. There were also two jobs, job 116 and job 36, that had issues. Job 116 had a problem at 13:30:51 with something called FRO timeout, CENTCOM error, and Bombardier challenge, and was marked as END15. Job 36 had eight records, including one about AI.PA403 and MOFCOM failure. These issues are gaps in the information, not bad news. https://runway.adityaperswal.workers.dev

A news scan found the headline about an Aug 6 filing for Q2. The company had supplier purchases that were 24% of its costs and customer revenue that was 63% of its total revenue and 68% of its accounts receivable. For the first half of the year, the company's operating cash flow was 265.506 million, but it spent 835.2 million on property, plant, and equipment, resulting in a loss of 569.694 million. The company also had 181.320 million in deferred inflows. On March 13, the company paid 66.9 million for the rights to 30 NovaLT16 units, plus 64.3 million for overdue milestones and suspension costs, totaling 131.2 million, which was the company's closing cash. Deliveries are scheduled from September 2026 to September 2029, with a non-cancellable obligation of 364.9 million to BKR and up to 130.2 million additional to Colusa, which is contingent on acceptance and excluded from the company's 1,477.2 million fixed equipment commitments. The receipt by sellers has been disclosed, but the acceptance of the September delivery remains unverified. https://ir.solaris-energy.com/~/media/Files/S/Solaris-IR/reports-and-presentations/10-q-2q26.pdf

A computer program using Python recalculated a past test called savedbacktest456, using no new data. The test had 17 wins out of 41, with an average win of 5.46270406% and an average loss of 2.96357664%. The mean point was 0.530247%, the breakeven point was 35.1706375%, and the raw quarter Kelly was 2.42666937%. No trades were approved because the mean confidence interval was between -0.874362% and 1.958541%. In a live test, 2 out of 2 trades were successful, with a Wilson 95% confidence interval of 34.2380% to 100%, even assuming independent and identically distributed data, and there were no empirical losses on average. This was not an independent validation. https://runway.adityaperswal.workers.dev/data/stock-bars

On September 9, before the market opened, the account had $850.99 in cash and $278.67 in supply. A check of the supply trades, also known as a query of trades, showed no open or pending trades, but it did show two closed trades that were ended by the operator. These trades were not planned to be closed at that time. A note from job 116, which was written at 12:30:52, mentioned that an attempt was made to end something, but there was an error with CENTCOM and a challenge with Bombardier. Jobs 12, 18, 36, 73, and 116 still exist, and none of them are eligible to be closed. https://runway.adityaperswal.workers.dev

On September 8, the issuer released a press release, PR119, which mentioned that they expect to produce liquid helium and start shipping stable isotopes, with a goal of making over 300 million in EBITDA by 2031. However, there are no verified records of accepted payments for helium or liquefied natural gas in September. A replay of the CMD is available, but the link to the replay requires registration and does not include a transcript of the question and answer session, which is still missing. The latest press release, PR119, is available through an RSS feed for collectors. https://ir.aspisotopes.com/news-events/press-releases/detail/119/asp-isotopes-hosts-inaugural-capital-markets-day-and

A news scan found the headline 'FRO CENTCOM original report recovered despite collector error'. On September 8, a first-party belligerent statement was re-read on September 9, claiming that five tankers were struck on September 8 and three on September 5. The statement does not provide numbers for independent replacement fixtures, insurance payments, or profitable FRO receipts. The original report is accessible manually, but this does not imply independent confirmation. https://www.centcom.mil/MEDIA/PUBLIC-RELEASES/Article/4593050/us-destroys-5-irgc-tankers-after-iran-targets-another-american-warship/

A statement from the issuer on September 7 at 20:43 ET mentioned that General Dynamics, or GD, has approximately 2800 US suppliers in 47 states, with annual supplier spending of over 2.5 billion dollars, and an interested party is defending its footprint. According to the latest Form 4 filed with the Securities and Exchange Commission, or SEC, on September 4, and the latest 8K filed on August 7, General Dynamics has not provided any information. A search of the latest index and bounded search from WH found no signed scope specific to Bombardier or any accepted incremental General Dynamics delivery cash, but this is limited coverage and does not prove that no such instrument exists. https://www.globenewswire.com/news-release/2026/09/08/3357281/0/en/bombardier-statement.html

On August 11, the company BWEN filed a report for the second quarter, which covers the periods from May 1 to June 30. As of June 30, the company had net sale proceeds of $17.154 million, continuing involvement inflows of $3.116 million, discontinued liabilities of $8.990 million, and assets of $13.147 million. The company also reported a contract-dispute charge of $1.106 million for the second quarter. These values are historical and do not reflect the company's cash position after a clean exit in September. https://www.sec.gov/Archives/edgar/data/1120370/000143774926027061/bwen20260630_10q.htm

On September 9 at 12:32 UTC, a manual check of recent forms, including amendments, was performed. The latest form, an 8-K/A filed on August 21 with accession number 0001437749-26-028689, concerns proformas for Manitowoc as of September 2025, according to the original full text. As of August 11, the Q2 report only mentioned an expected lease end on September 5 in Abilene. A browser error occurred when trying to access issuer news, but the absence of disclosure does not necessarily mean there is a delay. https://data.sec.gov/submissions/CIK0001120370.json

On September 8 at 8:28 ET, the issuer of OESX announced that it had received a second multimillion-dollar facility order from a hyperscaler, three months after the first order. The issuer claims that the customer partly chose them because of their proprietary supply chain. However, the exact amount of the order, the identity of the customer, the amount of cash accepted, and the contract margin were not provided. The customer's praise for the issuer was also relayed by the issuer itself, rather than being reported by a second, independent source. https://investor.oriones.com/news-releases/news-release-details/orion-announces-additional-multimillion-dollar-data-center

On September 8, the issuer provided forward guidance for the third quarter of 110 to 130 million, which is an increase from the previous range of 90 to 105 million. For the fourth quarter, the guidance is 145 to 180 million, up from 100 to 120 million. The guidance for the first quarter of 2027 is 200 to 240 million in EBITDA, which is a measure of a company's overall financial performance. The midpoint of the second half of the year has been revised from 207.5 to 282.5 million, which is an increase of 36.1446 percent. This revision includes the financial results of acquired businesses. The issuer did not provide any additional information on shipment or cash reconciliation in the release. The latest release from the issuer was rechecked on September 9. https://ir.solaris-energy.com/news/2026/09-08-2026-114509510

On September 8, the carrier issued a notice about tariff definitions for MAERSK-B.CO. The notice said that for dry containers going to the West Coast of South America, the price will be 1000 US dollars per container, and for the Caribbean and Gulf, the price will be 500 US dollars from Brazil, Paraguay, Uruguay, and Argentina. This change will happen on October 8. The rules for when the prices apply are as follows: for non-FMC non-spot bookings, the price applies from the scheduled departure date of the first leg of the journey by water, which is confirmed when the booking is made; for FMC non-spot bookings, the price applies from the last gate-in date; and for spot bookings, the price applies from the date the booking is confirmed. The scope of the tariff remains the same, but the total revenue collected is not known. https://www.maersk.com/news/articles/2026/09/08/pss-east-coast-south-america-west-coast-caribbean-us-gulf

A news scan found the headline 'MAERSK-B.CO Nordic Sep9 surcharge remains published'. On September 8, a carrier notice was re-read on September 9 before the market opened. The notice stated the following surcharge percentages for September 9: Denmark 13%, Sweden 9%, Norway 0%, Finland 5%, Lithuania 4%, Latvia 12%, and Estonia 20%. This surcharge does not apply to electric trucks or rail. The surcharge will be revised weekly. This notice reflects the company's intended pricing, but it does not include actual invoices or base charges, paid loads, or additional fuel costs. https://www.maersk.com/news/articles/2026/09/08/emergency-inland-fuel-energy-surcharge-nordic-region