Crescent Connection

T-Coons is a great traditional breakfast. We go there often for Sunday lunch. Unfortunately, it has not seen the volume it use to maybe 10-15+ years ago. The owner is friendly and we’ve had small talk occasionally, and it sounds like they are barely staying afloat.

Anyone else received this email? Is this just a way to discretely subsidize money for data centers? Granted, it’s only going to be about $3/month, but the principle of it irks me. This is for Lafayette parish, by the way.

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Dear SLEMCO Member, Tornadoes and straight-line winds hit our service area in April of 2024, causing multi-day outages and damage similar to a hurricane for our entire system; another major storm passed through our system in mid-May of 2024, knocking power out and causing major damage that left 43,000 members out of power for multiple days; then just two weeks later, in early June of 2024, it happened again. You may not remember, but these were not your typical spring thunderstorms. Each storm in the rare 1-2-3 punch caused outages and damage similar to hurricanes, but did not qualify for FEMA reimbursement, unlike hurricanes. Beginning with the July billing, SLEMCO members will notice a line-item increase to their bills to cover costs associated with the severe spring storms in April, May, and June of 2024. The monthly cost will be approximately $1.40 per 1,000 kWh used. The storm rider charge will be added to members' bills for no more than 12 months. Should the storm costs be recovered within a shorter timeframe, the line-item charge will be discontinued. We understand this is not welcome news. In fact, we understand this is the last thing you want to hear. Cooperatives like SLEMCO are owned by the members they serve, and extraordinary costs, just like savings, are shared by all based on the amount of electricity your family uses. If you have any questions, call our Member Services Department at 896-5200. They will be able to answer your questions. Sincerely, Carlotta Lamartina Director of Member Services

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Anyone check in on our podnuh Crescent lately

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Hey, I'm still here. My assumption that ASTS was going to rise in the weeks/days leading up to SPCX IPO was wrong, and up until this morning, it was strongly trading with SPCX downfall in the last 5-6 trading days.

There are a couple catalysts imminent...BlueBirds 11, 12, and 13 should be arriving to Cape Canaveral any day now and Falcon 9 (SpaceX) will be launching them. Also, Japan should be announcing a $1B contract to either ASTS or SPCX for their J-LEO satellite constellation before the end of the month. With ASTS and Rakuten announcing a joint venture this morning for a satellite company in Japan, this seems promising.

I still maintain we end 2026 above $175, but backing off my $230-250 price range. Until they announce more launch providers after the Blue Origin disaster, I think the market keeps this in the 200-day moving average of around $94.

Just touched $200 in after hours.

Had 1 polyp removed that looked benign. Immediately went to Jersey Mike’s (right in front of hospital) and ate a giant club supreme. Devoured that sucker. Went home and slept 3-4 hours and woke up with a pretty bad headache, probably from dehydration and electrolyte depletion. Went to the gym and felt better afterwards.

I have a family of 6. 4 kids ages 14, 9, 7, and 4. We go out to eat probably twice a month consistently. Off the top of my head, we’ve recently been to…

Sarrica’s
Pizza Village
Chuy’s
Cafe Sydnie Mae
Cactus
Superior Grill
Chimes
Dupuy’s

Average bill is probably $180-200.

If we stop for fast food, it can be anywhere from $60-90.

Wife and I are heading to Paris tomorrow. Looks like no rain and just overcast Saturday and Sunday, but 50-60% of rain the next 3 days we’ll be there. Heard the showers were just light and short…trying to figure out logistics for planned bike tours, picnics, Monet Gardens, what to wear, etc.

Thanks for any feedback.

What is your strike price? Most of my calls expire either in Jan or Dec 2027, with strike prices ranging from $40-$90. Time decay (theta) starts accelerating about 4 months prior to expiration. If your strike price is under $125 for December 2027 calls, I would just hold on until late August 2027 after earnings earlier that month.

Trying to time peaks and troughs on this chart is something I’m not too comfortable in regards to trading in and out. About half of my calls are long term gains now, with 500%+ returns on them.

You’re welcome. I have a ridiculous position size in this name. I’ve been following closely since early 2024 and feel confident that this will still be a 10x bagger in 2-3 years. It’s all about successful launches now.

ETA: ASTS has been 100% my portfolio across all accounts…Roth, my wife’s Roth, brokerage, kids’ UTMA accounts. I forced myself to buy some NVDA, AMD, AMZN, PL, and RKLB the last couple months at an attempt to diversify. All together, they may represent less than 1% of my holdings, lol.

We have 2 weeks till SpaceX IPO. I think holding till then is going to be the better decision. Still looking at a $200-240 price range by end of year IF they can get 25+ satellites in orbit.