Ideas For Now-

Ok Stoney, the very second I read your post that Trane got a double downgrade today, the little voice inside my head instantly said "hmmmm". Odd.

But whatever, I didn't give it a second thought, other than the compressor thing.

So I'm doing a little research into refrigerated transportation (while I savor my CRSR short at $29 and change) and I run across this little gem.... ThermoKing.

Whoa. They're big. Its like... "oh yeah, that's who makes all those freezer units on the semi's you see on the freeway".

I go to their website and damn... I get all excited...

Land, Rail, and Sea. Wow. Jackpot.

....only to find out they're not publicly traded.

https://www.thermoking.com/na/en.html


upload_2020-11-11_10-50-6.jpeg



Until I get to the very bottom of one their pages. :sneaky:

upload_2020-11-11_10-55-4.jpeg


IMAGINE THAT:rolleyes:​

Trane ($TT) is at $140 on that downgrade.
I've seen it a million times, they make these these high vis downgrades just so they can just get in cheaper.

Put it back in your portfolio Stoney.

Trane is a great back door play on Pfizer and its billions of vaccines.
 
Last edited:
vanzandt said:
Ok Stoney, the very second I read your post that Trane got a double downgrade today, the little voice inside my head instantly said "hmmmm". Odd.

But whatever, I didn't give it a second thought, other than the compressor thing.

So I'm doing a little research into refrigerated transportation (while I savor my CRSR short at $29 and change) and I run across this little gem.... ThermoKing.

Whoa. They're big. Its like... "oh yeah, that's who makes all those freezer units on the semi's you see on the freeway".

I go to their website and damn... I get all excited...

Land, Rail, and Sea. Wow. Jackpot.

....only to find out they're not publicly traded.

https://www.thermoking.com/na/en.html


View attachment 243878


Until I get to the very bottom of one their pages. :sneaky:

View attachment 243880

IMAGINE THAT:rolleyes:​

Trane ($TT) is at $140 on that downgrade.
I've seen it a million times, they make these these high vis downgrades just so they can just get in cheaper.

Put it back in your portfolio Stoney.

Trane is a great back door play on Pfizer and its billions of vaccines.
More...

I like how Trane bounced right after that post.
47K views Stoney. Since April.
GBA rules. ;)
 
Trane is going higher.
And its a grandma stock to boot.
Not in the portfolio, just in general.

But this one is in all the right places at exactly the right time.

Interest rates near zero keep that balance sheet tolerable imo.

I bet Cramer has the CEO on soon enough.
 
https://www.discovermagazine.com/he...s-at-subzero-temperatures-during-distribution
Cold Chain Problems Mean Wasted Vaccines
Most vaccines need to be stored within 1 degree Fahrenheit of their ideal temperature. Traditional vaccines are usually stored between 35 degrees Fahrenheit and 46 degrees Fahrenheit, but some of the leading COVID-19 vaccines need to be stored at much colder temperatures. Moderna’s vaccine requires a storage temperature of minus 4 degrees Fahrenheit, whereas Pfizer’s vaccine candidate requires a storage temperature of minus 94 degrees Fahrenheit. These are not easy temperatures to maintain accurately.

A study from 2019 estimated that 25% of vaccines are degraded by the time they arrive at their destination. If a vaccine is exposed to temperatures outside its range, and this gets noticed, then the vaccines are always thrown away. Rarely, a temperature mistake is missed and one of these vaccines is administered. Research shows that these vaccines won’t cause any adverse effects, but could offer decreased protection and might require a patient to be revaccinated.

Temperature mistakes are mostly due to inappropriate shipping procedures in the cold chain, and these losses are estimated at US$34.1 billion annually. But that number does not even take into account the cost – physically as well as financially – of any illnesses that could have been prevented by timely deliveries of high-quality vaccines.

As a scholar of operations management, I study perishable product supply chains in the pharmaceutical industry and how they relate to product quality. With billions of vaccines needed to address the pandemic, a high spoilage rate would result in an immense financial loss and a huge delay in vaccinations that could result in deaths and a longer global shutdown.
 
Thermo is owned by someone. I forget who . They were down because their freezers are for food establishments not cold enough for those vials or are they??? I wonder. All these countries need coolers could Thermo King be resurrected. It might be Lennox Int... They are a player on the space... LII

Did you say you shorted MY LONG CORSAIR!!! Are you nuts! After all the research here in these pages... So what all the price targets are only $30 I saw that-- these guys will grow their earnings and shrink their PE. I'm not kidding. There is value here that should take this stock to $48.

I'm up in Ct Van and guess who's gas filter is being changed! Yup had a near death experience when she stalled last week the time has come for that tune up. I bought her to the service station to check spark plugs and I believe there is some fluid they used to help with steering not power but something above what I have now which is tractor like. The heat's not working but the air con is? No defrost. Crappy wipers just a very dangerous ride... LOVE IT!

I ran into a woodsman Van and I said What's Up and he said Snap. Really? Upgrade. Really.
He stood there with his axe and his I voted For You Know Who button and he smiled...
Up 7 1/2%. I must of looked upset because he said don't worry T mobile is up.
 
Oh wait it's Trane. Duh. Sorry I'm trying this stuff called " shatter "

my mind))))
Thermo King Corporationis an American manufacturer of transport temperature control systems for trucks, trailers, shipboard containers and railway cars; HVACsystems for bus, shuttle and passenger rail applications; and "TriPac" hybrid auxiliary idle reduction and temperature management system for truck cabs. Headquartered in the Minneapolissuburb of Bloomington, Minnesota;Thermo King is a subsidiaryof Trane Technologies.

Trane trucks save the day? I wonder... Humm "TrPac" <----
 
There is a rich poor problem with the need to keep the vaccine cold.

Here is some news__>CVAC needs just a normal fridge! THE GREAT EQUALIZER!
CureVac announces CVnCoV remained stable for three months refrigerated 07:26 CVAC CureVac announced that its mRNA-based COVID-19 vaccine candidate, CVnCoV, remained stable and within defined specifications for at least three months when stored at a standard refrigerator temperature of +5 C, or +41 F, and up to 24 hours as ready-to-use vaccine when stored at room temperature. Storage of sample material, as well as analytical testing of CVnCoV was performed under standard conditions defined by the International Council for Harmonisation of Technical Requirements for Pharmaceuticals for Human Use. Stability of the liquid drug product of CVnCoV was tested at the anticipated storage concentration and stored at +5 C, or +41 , as well as below -60 C, or -76 F. CVnCoV fulfilled all set release specifications at both temperatures after three months. The stability study is ongoing with the goal to further evaluate the potential for a longer commercial product shelf-life.

CVAC) $68.00 + $6.70
 
Summary
Sinclair has managed to reduce the damage from its catastrophic RSN purchase by repurchasing Diamond Sports preferred shares, which were guaranteed by Sinclair's Broadcast TV division.

This reduces Sinclair's losses on the RSNs by $850 million to $1 billion.

Sinclair will still take heavy losses on the RSNs, but they will now probably be smaller than the book value of the company.

Once the RSN bet is off the books, Sinclair's broadcast division should generate enough income to justify a share price in the mid-to-high $20s.

If all goes well, it's conceivable a return to $36, near the pre-RSN $39.

>> Now the question is Sinclair is more than just FOX stations because Trump TV will be a threat to FOX... What to do???? I think we are up a smidge...
 
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