Lucas Davenport

Seeker of Truth.

[The Compass Report 🧭 @Compass_Report]

SEEDS OF REVENGE

ABC News, 1967. Bob Young reports from a refugee camp in Amman:

"Most of the refugees here are women and children... Virtually all of them bring stories of Israeli brutality. Several of their villages were deliberately destroyed so that they would have to move. They don't believe that the Western world wants to know that story. They say that Israel is the fifty-first state of the United States, and American imperialism is the cause of their misery."

Then, the closing line that echoes through the decades: "The only thing growing here are seeds of revenge."

Some stories don't age. They just get deleted and rewritten. 🧭

[Lucas Davenport @VeracityRoad]

@HenryCryptoG I have sold around 90% of my position on the way up. Still holding a lotto of 10% but if results are horrible, then at least I can write it off (my largest position from the IRA is gone; only have 10% or so left in my trading account).

[Lucas Davenport @VeracityRoad]

$NVCT don't think the 800 results will elicit a positive response (although I hope I am wrong). Am waiting to buy on the pullback.

[Christine Niles @ChristineNiles1]

An investigation reveals that IDF-produced videos of Hamas "terror tunnels" in Gaza were based not on classified intelligence but on visuals taken from the internet.

Remember this next time the IDF airs a video of Hezbollah "terror tunnels" in Lebanon, using them as an excuse to blow up Lebanon to kingdom come.

"A months-long investigation by +972 Magazine and Local Call together with the research collective Viewfinder, the Swiss network SRF, and the Scottish outlet The Ferret analyzed 43 animations produced by the Israeli army since October 7 and found that many contain serious spatial inaccuracies or prefabricated assets — sourced not from classified intelligence but rather from commercial libraries, content creators, and cultural institutions."

https://t.co/O08ozVIwJT

[Lucas Davenport @VeracityRoad]

Re: $NVCT and my comment from last week.

[Lucas Davenport @VeracityRoad]

@kjerath That $NVCT market cap is crazy. $650 million for a company with 12 employees. I find it a little odd that they made this distribution agreement when their blockbuster drug is supposed to be NXP900. Time will tell.

[Lucas Davenport @VeracityRoad]

@DalvinVarnado I don't know where you are reading that, but it clearly is inaccurate based on the current stock price.

[Lucas Davenport @VeracityRoad]

People looking for the exits is what happens when $NVCT management says one thing and does another.

[Lucas Davenport @VeracityRoad]

$NVCT I thought management was going to wait until after NXP900 results before dropping an offering? Hmmm...

[Lucas Davenport @VeracityRoad]

$NVCT price action is terrible so far. If it does not reclaim the offering price of $20 and close strongly above it does not appear to bode well for demand.

[Lucas Davenport @VeracityRoad]

@DalvinVarnado @HenryCryptoG I had $XAIR back in 2021, which was also pumped by the same people who pumped $NVCT. Was up more than triple on it and held it...and ended up losing 95%.

I've learned always taking (at least some) profit is never a bad thing. Good luck to you though my friend.

[Lucas Davenport @VeracityRoad]

@kjerath $NVCT is below the offering price. That should tell you what a grand pump this was.

[Lucas Davenport @VeracityRoad]

$NVCT management tanked this one. Total lack of credibility.

[Lucas Davenport @VeracityRoad]

$NVCT priced at $20/share when the company is trading at around $29? If people claim that the "offering removes financial overhang & lack of fund sponsorship that existed since IPO" then it should easily be back to at least $25 by the end of the week. We'll see.

[Lucas Davenport @VeracityRoad]

$NVCT priced at $20/share when the company is trading at around $29? If people claim that the "offering removes financial overhang & lack of fund sponsorship that existed since IPO" then it should easily be back to at least $25 by the end of the week. We'll see.

[Lucas Davenport @VeracityRoad]

@DalvinVarnado Easier for $NVCT to raise now, before the NXP900 results (which are supposedly going to be of superstar caliber)? Okay, if you want to believe that more power to you.

[Lucas Davenport @VeracityRoad]

$NVCT I thought management was going to wait until after NXP900 results before dropping an offering? Hmmm...

[Lucas Davenport @VeracityRoad]

@kjerath That $NVCT market cap is crazy. $650 million for a company with 12 employees. I find it a little odd that they made this distribution agreement when their blockbuster drug is supposed to be NXP900. Time will tell.

[Lucas Davenport @VeracityRoad]

@HenryCryptoG Originally my thesis was that it is a one-drug company and it is too risky. And now that they just went and got two new assets it makes me a bit suspicious that the data may not be as spectacular as people are hoping. I hope I am wrong but we will see.

[Lucas Davenport @VeracityRoad]

Sold another 1/4 of my $NVCT position.

[Lucas Davenport @VeracityRoad]

$NVCT sold 1/3 of my position.

[Lucas Davenport @VeracityRoad]

@DalvinVarnado I agree. But they are a one drug pony. If the data is good it will go who knows where, but if it's bad it's effectively lights out. Can't risk that (like 80% of my portfolio was in this thing). Still have a good amount of shares so we'll see what happens.

[Lucas Davenport @VeracityRoad]

$NVCT sold 1/3 of my position.

[Lucas Davenport @VeracityRoad]

Wow. $12.57. Highest close on $NVCT since September 29, 2023.

[Lucas Davenport @VeracityRoad]

Round 2 re: $NVCT.

[Lucas Davenport @VeracityRoad]

Round 2 re: $NVCT.

[Lucas Davenport @VeracityRoad]

$NVCT will it go back to under $10 like it always does, or make a break towards $20?