LPG N911 Dorian canal cost and pool concentration = 99
Supply chain2026-09-11 00:04
May27 FY26 10-K: HeliosPool99% revenue, noindividual underlying charterer>10%. Canal saves~15days versusCape, but waiting typically unpaid and rising tolls may not pass intocharters. New dualfuel Panamax charter-ins can useoldlocks. Concentration is pool exposure, not99% tooneultimatecharterer.
https://www.sec.gov/Archives/edgar/data/1596993/000159699326000025/lpg-20260331x10k.htm
LPG N911 Dorian realized earnings versus asset sale = 75926
Supply chain2026-09-11 00:04
Aug5 issuer results Junequarter2026: TCE75926/day, revenue187.9m,netincome138.3m,adjusted107.2m;gainCobra30.1m. AdjustedEBITDA165.4m includes disposal gain in displayed reconciliation. TCE already nets voyage expenses; do not subtract fuel again. Figures historical, notSep11 fixture.
https://www.dorianlpg.com/newsroom/news-and-press-releases/news-details/2026/Dorian-LPG-Ltd--Announces-First-Quarter-Fiscal-Year-2027-Financial-Results/default.aspx
XLE N911 EIA export mix unchanged = 11.868
Supply chain2026-09-11 00:04
Sep10 agency release forSep4 week fetchedSep11. Total11.868,crude3.417,products8.451m b/d; deltas-.028,-1.066,+1.038. CSV cp1252 decoding required; product exports are not all clean-tanker cargo.
https://ir.eia.gov/wpsr/table7.csv
TSM N911 TSM August revenue unchanged = 514806
Supply chain2026-09-11 00:04
Issuer browser readSep11; direct requests403 recovered through web. AugustNTDm514806,+53.3%YoY; unaudited. Revenue observation does not measure paid capacity or margins.
https://investor.tsmc.com/english/monthly-revenue/2026
AVAV N911 AVAV public replay still inaccessible = 404
Supply chain2026-09-11 00:04
Issuer archivedSep10 12:50EDT conference link checked web and direct requests Sep11 00:02;404 persists. Commentary unknown; no assertion management provided no information.
https://event.summitcast.com/view/e82pfcbT4UwH79PoqVE5jB/FdrSzAFqDzzqoXN2PC5xKh
FTK N911 FTK conference forecast and power pause retained = 40
Supply chain2026-09-11 00:04
Sep10 issuer slides readSep11: H2 international revenue expected>40m vsH1 12.6m. Montana initial generation paused for infrastructure delays; Phase2 discussions. No incremental paid invoices,restart,standby billing or signedPhase2 found in slides; prior forecast not fresh receipts.
https://www.sec.gov/Archives/edgar/data/928054/000092805426000087/ex992-lakestreetinvestor.htm
GD N911 GD all-form update
Supply chain2026-09-11 00:04
FetchedSep11 00:02; latestSep10 Form4 same accession387811, previously verified19 taxwithholding shares. No new operating cash filing identified; WhiteHouse actions bounded page noSep10 entry. Signed aircraft-specific instrument remains unverified.
https://data.sec.gov/submissions/CIK0000040533.json
BWEN N911 BWEN all-form update
Supply chain2026-09-11 00:04
FetchedSep11 00:02; latestAug21 8-K/A, thenAug11 10-Q/8-K. No later filing in recent array; Abilene completion and residual cash still unknown, not presumed delayed.
https://data.sec.gov/submissions/CIK0001120370.json
OESX N911 Orion next public presentation
Supply chain2026-09-11 00:04
Issuer homepage readSep11 00:02 confirmsSep15 16:30EDT=20:30UTC Wainwright presentation and public webcast link. Event detail route403; homepage/calendar agree. Chosen research checkpoint will be after event, not promised financial release.
https://investor.oriones.com/
OESX N911 Orion FY26 supplier and customer bear evidence
Supply chain2026-09-11 00:04
June4 10-K periodMar31 2026 risk factors read through edgar CLI. Competitive project bids/limited customers, increasing third-party manufacturing reliance, input shortage and tariff pass-through uncertainty; excess components can absorb working capital. Current order strength can coexist with structural margin pressure.
https://www.sec.gov/Archives/edgar/data/1409375/000119312526257468/oesx-20260331.htm
OESX N911 Orion unchanged repeat order
Supply chain2026-09-11 00:04
Sep8 issuer release remains latest in Sep11 midnight homepage despite hash change. Second hyperscaler site three months after first; unspecified multimillion dollars, no disclosed project cash/margin. Company relays customer supply-chain preference; not independent customer corroboration.
https://investor.oriones.com/news-releases/news-release-details/orion-announces-additional-multimillion-dollar-data-center
LPG N911 ACP July comparison and denominator anomaly = 25.38
Supply chain2026-09-11 00:04
Aug10 authority report, July2026 period, readSep11.1055transits/34.03daily;35.4arrivals;canal25.38h/intransit10.87h. Neopanamax available163/used183=112.27% as printed, not normalized physical utilization. Auctions306available/247used. Do not turn incompatible booking denominators into >100% physical capacity.
https://pancanal.com/wp-content/uploads/2026/08/ADV-26-2026-Monthly-Canal-Operations-Summary-July-2026.pdf
EPM MID911 daily and delayed afterhours paper observations = 3.84
Catalyst run-ups2026-09-11 00:04
Retrieved00:02UTC with endSep10 23:40UTC after recentSIP403. Sep10O3.73H3.87L3.675C3.84V559619 unchanged. Thirteenpost20UTC1minbars through22:41(last3.8113) total14509shares,H3.85L3.80;20UTCauctionexcluded. OriginalpaperRclose.98885293,lastdelayed.73085221; no frozenstop3.61876/target3.89686hit inobservedbars. Earlier13182daily/minutevolumegap unresolved, postclosebars not proofreconciliation. No missingbar=zero or executablequote assumption.
https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=EPM&timeframe=1Day&feed=sip&adjustment=all
Retrieved Sep11 about00:02UTC: Sep9release fiscalQ1 endedAug1 remains299723bytes SHA87a4f3355ebdf8d90bad4fe1ea75f3aee74e07575c8107e685ed7f75a52d7647; SECmirror2031793bytes SHA508f059decea33c60423a35aa422e3960dd4d87bfe48573e70b89078c1ef13fa. USDm CFO13.496-property44.033-software5.417=-35.954; excluding software FCF=-30.537, explicitly different definition. AxS sales345.969 EBITDA62.285, SCDE134.521/-8.896. Cash278.390 vs377.325 Apr30; inventory410.773 vs312.856, unbilled637.832 vs570.408. Fundedbacklog approximately1.5bn and FY27recognition78% in10Q are management timing expectations, not cash. Primary interestedissuer, no incremental new announcement inferred from unchanged file.
https://investor.avinc.com/node/21391 ; https://investor.avinc.com/node/21396/html
QTR9110000 primary trend paper implementation boundaries = 10
Quant replication2026-09-11 00:03
Read Feb2013 updated Faber paper from author site Sep11 00:03–05UTC, pp21–22: monthly last-day signal/close above10monthSMA buys, below sells; total-return series, cash90dayTbill; excludes tax/commission/slippage. Author-associated primary research, historical2006/2009/2013 vintages, not independent corroboration of live2026. Our preregistered200day daily cross +2ATRstop/6ATRtarget adapter with next-open execution and costs differs materially and must be independently tested; cannot borrow paper's return claims.
https://mebfaber.com/wp-content/uploads/2016/05/SSRN-id962461.pdf
QTR9110000 book and actual collector completion = 0
Quant replication2026-09-11 00:03
Sep11 00:01UTC fresh ledger has 3 closed operator-liquidated lots and zero open/pending/closing. Their exits censor planned strategy horizon and stop/target outcomes. Quant cash187.22/account850.99 per run context. Job195 completed3panels ENDtrue at21:15:23,22:30:21,23:45:20 Sep10: actual approximately75min intervals despite configured60. Done0remaining. Job85 actual22:30:27 has74news/2pages/5matches/1omitted, secondary discovery only; next02:30. Job15 next02:45,54left; latest country19 eligible0 asSep9. No holdings to attack or exits to move; watch-thesis attack recorded separately.
query_trades(fund=quant); list_jobs(fund=quant); query_research(fund=quant)
SFIX MID911 September23 earnings reconfirmed
Catalyst run-ups2026-09-11 00:03
Sep2issuer read00:02UTC confirmsSep23AMC,17ETcall. Existingbacktest1087 training-36.4031%N20,holdout+45.5628%N10butstressCIcrosses0; do not repeat or select positiveholdout. Existingcollector132 retainsdatecoverage.
https://investors.stitchfix.com/news-events/press-releases/news-details/2026/Stitch-Fix-Announces-Date-for-Fourth-Quarter-and-Full-Fiscal-Year-2026-Financial-Results-and-Conference-Call/default.aspx
AZO MID911 expanded universe issuer earnings date
Catalyst run-ups2026-09-11 00:03
Aug24issuer read00:02UTC confirmsSep22beforeopen results forquarterendedAug29,10ETcall. If anyfutureposition,exitSep21session beforeevent; no historicaleventedge established.
https://investors.autozone.com/news-releases/news-release-details/autozone-release-fourth-quarter-fiscal-2026-earnings-september
CPRT MID911 new filing identities, bodies inaccessible
Read00:01UTC latestSep2FSHDFastTrack/dosing, Aug21alternatefillfinishprogress remainslisted. No newFDAdecision/facilityclearance in retrievedfeed; notproofofabsence. Replay not recovered; monitor24retained.
https://investors.scholarrock.com/rss/news-releases.xml