morning
SWQ flights on da move
SWQ3577 737 se from Harlingen, TX-dis the one that went to Guatemala City and back to Harlingen on 0202 (Weds) >>124446 pb
QWS3564 737 departed Miami Int'l and arrived at Alexandria Int'l Airport and after about 2 hours ago-it's nao departed and heading se
SWQ6750 737 ne from Laughlin, NV
SWQ2140 767 still on ground at San Antonio Int'l from yesterdays short flight from Houston
Saudi Aramco Restarts Discussions on Fresh Share Sale That Could Top 2019 IPO
Saudi Aramco has started preliminary discussions on a fresh stock offering that could raise more money than its landmark listing, people familiar with the matter said.
The company has held talks with advisers on the potential share sale that may bring in more than the $29.4 billion Aramco raised from its 2019 IPO, the people said, declining to be named as the matter is private. No timetable has been set for a sale, they said.
The talks come amid a rally in oil that’s pushed prices to a seven-year high. Dow Jones reported earlier that Aramco may sell as much as a $50 billion stake, or 2.5% of the company at current prices.
Aramco and the Saudi government’s Centre for International Communications didn’t immediately respond to requests for comment.
https://www.bnnbloomberg.ca/saudi-aramco-restarts-discussions-on-fresh-share-sale-that-could-top-2019-ipo-1.1718438
https://www.macrotrends.net/2566/crude-oil-prices-today-live-chart
Been wondering when they were gonna push out the next pile here....soon.
SWQ6750 737 on descent for Reno from Laughlin, NV depart
SAM134 USAF C-40B departed JBA south dis is either State Dept or WH NSO
Hungarian AF HUAF518 Falcon 7X on ground at Teterboro, NJ from Kecskemet AB depart earlier today
P-8 Poseiden activity along eastern coast of Florida-customary positon off Space Coast and down by Homestead ARB as well
Turkish AF KC-135 Stratotanker sw from McGuire AFB, NJ-arrived on 0201
ANON US Army Beechcraft RC-12Pon ground at San Diego Int'l from Fort Bliss
Was GREY06 until the last bit of it's final approach then the switch
o7
SWQ3577 737 on approach for San Salvador from Harlingen, TX depart- The airport is se from the City
SWQ3548 737 heading dat way too.
>>124600 pb
German AF GAF625 GLEX and Italian AF IAM3111 Falcon 900 leaving Lille, France
EU, tech giants boost cooperation on fighting online hate
excerpt
Google’s chief legal counsel Kent Walker, who took part in the meeting, told Reuters in an emailed comment that the company welcomed the EU’s plans to facilitate the sharing of digital evidence.
https://www.metro.us/eu-tech-giants-boost/
SWQ901 737 on ground at Miami Int'l from San Pedro Sula, Honduras
Departed Miami Int'l earlier and went to Panama City-Tocumen Int'l then to Honduras
SWQ6850 737 departed Reno Tahoe Int'l se after a quick ground stop of about 1 hour
kek
get 'em
845
>>124646 UK government report reveals that British children, 10 to 14 years old, up to 52 times more likely to die after getting a COVID shot- telegram
>>124649 Shaq weighs in on mandates-soc.media
>>124650 How to Keep Up with Notes During a Fast Bread
>>124656 for da kek of it
>>124670 Trudope found?-soc. media
>>124675, >>124683, >>124685, >>124686, >>124690, >>124693 pf report(s) Lotsa SWQ activity today plus SAM and Turkish/Hungary AF
>>124682 Saudi Aramco Restarts Discussions on Fresh Share Sale That Could Top 2019 IPO-bnnB'Berg
>>124686 ANON wink at San Diego Int'l on approach
>>124687 Kim Jon Un rides white horse into sunset in bizarre new propaganda video-nypost
>>124689 EU, tech giants boost cooperation on fighting online hate-mtero.us
>>124695 @MZHemingway response twat to @brianstetler
845
SAM134 USAF C-40 B in at MacDill from JBA
>>124606 Possibruh issues with Meta (FB) shares put up as collateral for loans starting on Monday (margin calls)-sure you've seen the drop already
Facebook’s Fall of 26.39 Percent Yesterday Delivered Billions in Losses to 401(k)s and Public Pension Plans
From 401(k) plans to mutual funds to the federal government workers’ pension plan to foreign central bank stock portfolios – everyone is feeling Facebook’s pain today. The parent company’s stock (Meta Platforms, Inc.) lost 26.39 percent of its value yesterday – in one trading session.
That’s what happens when the Fed is allowed, with no restraints from Congress, to fuel a bubble market that allows one company — that pays no dividend and has no barriers for upstarts like TikTok to steal its user base — to gain a market cap of over $1 trillion.
On June 28 of last year, Facebook’s stock closed above a $1 trillion market cap for the first time. It has been on a price decline since last September and when the stock market’s closing bell rang yesterday, it was a $647 billion stock. Its market cap decline yesterday was the largest decline for any one stock in one day in the history of the stock market.
The pain is going to be widely felt. According to Yahoo! Finance, large mutual fund and ETF families are the largest owners of Facebook shares with Vanguard Group holding $62 billion as of September 29, 2021. The next top three holders, as of the same date, were Blackrock with $52.9 billion; FMR (parent of Fidelity) with $43.2 billion and T. Rowe Price with $32.9 billion. (The funds may have lightened their positions since their last reporting date.)
We checked two foreign central banks that file their stock holdings with the SEC. As of September 30, 2021, Norway’s central bank, Norges Bank, reported owning 27.7 million shares of Facebook with a market value of $7.27 billion. The Swiss National Bank reported owning $3.2 billion of Facebook.
Facebook trades on Nasdaq, the wonderful folks who gave us the dot.com crash of 2000. Between 2000 to 2002, Nasdaq lost 78 percent of its value. In the midst of the crash, New York Times reporter Ron Chernow correctly described what was happening like this:
“Let us be clear about the magnitude of the Nasdaq collapse. The tumble has been so steep and so bloody — close to $4 trillion in market value erased in one year — that it amounts to nearly four times the carnage recorded in the October 1987 crash.”
Chernow called the Nasdaq stock market a “lunatic control tower that directed most incoming planes to a bustling, congested airport known as the New Economy while another, depressed airport, the Old Economy, stagnated with empty runways. The market functioned as a vast, erratic mechanism for misallocating capital across America,” Chernow wrote.
The lunatic control tower today has directed Americans’ life savings into Chinese companies that won’t comply with U.S. auditing standards; blank-check companies called SPACs that don’t have to comply with IPO listing standards; and endless social media companies cannibalizing one another. To rational minds, none of this sounds like the way to sustain America’s competitive position in the world.
moar
https://wallstreetonparade.com/2022/02/facebooks-fall-of-26-39-percent-yesterday-delivered-billions-in-losses-to-401ks-and-public-pension-plans/
SWQ3577 737 departed San Salvador Int'l after a ground stop of about 90 minutes north after it's inbound from Harlingen, TX
AXIS41 and 43 USAF EC-130 Hercules' east from Davis-Monthan AFB Tucson
Looks like Pittsburgh to the ANG base
Nothing major here just the call signs
For The First Time In 10 Years, Amazon Quietly Repurchased Over $1 Billion In Stock As The Price Tumbled
There reason why Amazon stock is surging today - and after the close yesterday - may not be entirely due to the company's earnings, which despite the solid AWC performance and Prime membership hike, were actually rather soggy: the company itself is aggressively repurchasing its own stock (not long after Jeff Bezos was selling his).
While Amazon did not mention it anywhere in its earnings release, in the AMZN 10-K filed this morning, the company disclosed that it had repurchased half a million shares of common stock for $1.3bn between January 1 and February 2. It probably also repurchased (a lot) more after the close on Feb 3, when the stock price exploded 18% higher in very thin volumes, effectively repricing the stock entirely after Facebook's implosion earlier in the day, but we'd be guessing.
Why is this important? Because as Morgan Stanley strategist Brian Nowak writes, "while more symbolic than material, we think it is a positive signal. Our work shows AMZN has timed past buybacks well too (averaging a theoretical 100% average 12 month return)."
According to Nowak, it's been 10 years since AMZN repurchased any common stock - the last time it did so was Q1 2012 - and AMZN still has ~$5 billion of repurchases authorized from its February 2016 authorization.
The Morgan Stanley strategist then goes on to note that Amazon has only repurchased shares 5 quarters of its company history– 1Q:12, 4Q:11, 4Q:08, 1Q:07, and 3Q:06, and - more importantly - historically AMZN's repurchases "have been positive signals about the equity value, as they would have earned an average return of 42% over a 6 month return period." Similarly, the average 12- and 24- month returns on Amazon's share repurchases (assuming they bought and held the stock) would have been 100% and 135%, respectively.
While Nowak concludes that he remains bullish the (buy-rated) AMZN for many fundamental reasons, and does not expect for AMZN to materially shrink its float in the near-term, he does note that "as big tech (GOOGL/FB/AAPL/MSFT) become more shareholder friendly (buybacks, disclosure, etc) we are happy to see AMZN participate (new ad disclosure last night, better color on capex and now repurchases)."
https://www.zerohedge.com/markets/first-time-10-years-amazon-quietly-repurchased-over-1-billion-stock-price-tumbled
AMZN Insider Sales since 2003-cap #2
https://www.secform4.com/insider-trading/1018724.htm
kek
Not AF1 Joe in 09-0017 USAF C-32A departed JBA for Delaware-New Castle Cty Airport
According to published schedule- Cap#3
The blue trace you see is from a tanker that had been circling over the Not AF1 Joe is already in Delaware position and has already left the scene-cap#2 SWATH11
Joe has been confirmed leaving early before so dunno if this is yet another one of those occasions and they are simply flying an AC over to make it look good or he is really on it.
If this has not habbened in the past I would think nothing of it but since it has (at least twice) just something to ponder on.
These support tankers do arrive early in most cases but not a full 2 hours and already departed before the arrival of the AC (in this case 09-0017) it is supposedly supporting.
Moar wtf from this administration.
SWQ9529 737 departed Harlingen, TX after arriving from San Salvador Int'l ground stop
It spent about 1 hour 15 minutes on the ground at Harlingen
SWQ3549 737 on ground at Miami Int'l from it's San Pedro Sula, Honduras ground stop of about 2 hours 15 minutes
landed about 2 hours ago
Started at Miami Int'l earlier today and went to Alexandria Int'l prior to Honduras
SWQ9529 737 on final approach for Greensboro N.C. Piedmont Int'l from Harlingen, TX
09-0017 returning to JBA after "dropping off"
Not unusual to see it return after a short flight-seen that before too.
The other stuff (tanker already gone after 2 hours of trackin' before 09-0017 even departed) is a stanky imo
There is no visible replacement above Delaware (or one enroute) for the already departed tanker SWATH11
845
>>124646 UK government report reveals that British children, 10 to 14 years old, up to 52 times more likely to die after getting a COVID shot- telegram
>>124649 Shaq weighs in on mandates-soc.media
>>124650 How to Keep Up with Notes During a Fast Bread
>>124656 for da kek of it
>>124670 Trudope found?-soc. media
>>124675, >>124683, >>124685, >>124686, >>124690, >>124693, >>124697, >>124702, >>124703, >>124736, >>124737, >>124738, >>124739, >>124744, >>124748 pf report(s) Lotsa SWQ activity today plus SAM and Turkish/Hungary AF and Not AF1 Joe goes to Delaware or wuz he already dhere-you decide
>>124682 Saudi Aramco Restarts Discussions on Fresh Share Sale That Could Top 2019 IPO-bnnB'Berg
>>124686 ANON wink at San Diego Int'l on approach
>>124687 Kim Jon Un rides white horse into sunset in bizarre new propaganda video-nypost
>>124689 EU, tech giants boost cooperation on fighting online hate-mtero.us
>>124695 @MZHemingway response twat to @brianstetler
>>124699 Facebook’s Fall of 26.39 Percent Yesterday Delivered Billions in Losses to 401(k)s and Public Pension Plans-wallstonparade
>>124705, >>124706, >>124707 Lawsuit Claims Foreign Powers Sought To Interfere In 2016 Election To Help Hillary Clinton-federalist
>>124709 For The First Time In 10 Years, Amazon Quietly Repurchased Over $1 Billion In Stock As The Price Tumbled-zh
>>124734 Dig List-telegram MelQ
>>124752 Liberal Media Darling Michael Avenatti Convicted of Defrauding Stormy Daniels – Faces Up to 22 Years in Prison-gatewaypundit
845
>fuud
almost dhere too
Ahi steak cooked to perfection by Mrs G and salad.
bought and froze a bit ago so din't pay whatever ridiculous price dhey are nao
>>124494 lb
SAM153 USAF G5 inbound to JBA from Hickam AFB Oahu
He arrived yesterday after a stop at Vandenberg Space Fore Base and origin of JBA
Over 600kts on it's descent
SWQ6871 737 departed Houston-Hobby nw after an overnight
Yesterday 'dis one started off at Laughlin, NV then to Reno, NV and on to Shreveport, LA before Houston arrival
Exxon Mobil sold by Inclusive Capital Partners: $120.07m-Feb 2
Lynn Forester de Rothschild
Founding and Managing Partner of Inclusive Capital Partners, an investment manager for the $1.5B Spring Fund, that seeks positively differentiated returns by deploying its governance skills and value investment discipline to improve environmental and societal performance of the business’ in which it invests. Until July 2020, she was Chief Executive of E.L. Rothschild LLC, a family office with interests in private companies, public markets and real estate. She is also the Founder of the Coalition for Inclusive Capitalism and the Council for Inclusive Capitalism with The Vatican, not-for-profit organizations that develop groundbreaking initiatives with global CEOs and distinguished leaders in government and civil society to catalyze actions that transform capitalism and make our economies and societies more inclusive, dynamic, sustainable and trusted.
Since 2000, Lynn has been a member of the Board of Directors and Nominating & Governance Committee of The Estee Lauder Companies. She has also served on the Boards of The Economist Group, Gulfstream, General Instruments, Bronfman-Rothschild and Weather Central. As part of her charity work, she sits on the Board and Executive Committee of the Peterson Institute for International Economics, the Advisory Board of Focusing Capital on the Long Term (“FCLT”), the McCain Institute for International Leadership and the ERANDA Rothschild Foundation (de Rothschild family foundation), and is a member of the Council on Foreign Relations and Chatham House.
https://www.inclusivecapitalism.com/member/lady-lynn-forester-de-rothschild/
Jeffrey Ubben-Founder & Managing Partner, Inclusive Capital Partners and the portfolio manager of Inclusive Capital Partners. He is a retired founder of ValueAct Capital, where he was chief executive officer, chief investment officer, and portfolio manager. Ubben is also a founder and served as portfolio manager of the ValueAct Spring Fund. Prior to founding ValueAct Capital in 2000, he was a managing partner at Blum Capital Partners for more than five years. Ubben is a director of The Exxon Mobil Corporation, AppHarvest, Enviva Partners, LP, and Nikola Corporation. He is a former director of The AES Corporation, former chairman and director of Martha Stewart Living Omnimedia, Inc., and a former director of Catalina Marketing Corp., Gartner Group, Inc., Mentor Corporation, Misys plc, Sara Lee Corp., Twenty-First Century Fox Inc., Valeant Pharmaceuticals International, Willis Towers Watson plc, and several other public and private companies. In addition, he serves on the boards of Duke University, World Wildlife Fund and the E.O. Wilson Biodiversity Foundation, and formerly served as chair of the National Board of the Posse Foundation for nine years. Ubben has a BA from Duke University and an MBA from the Kellogg School of Management at Northwestern University.
https://www.worldwildlife.org/leaders/jeffrey-ubben
https://finviz.com/insidertrading.ashx?oc=1159187&tc=7&b=2