1035 Capital Management LLC (@1035_capital) 's Twitter Profile
1035 Capital Management LLC

@1035_capital

1035 Capital is a long-only portfolio manager specializing in domestic small and micro-cap companies as well as preferred equities. Not investment advice.

ID: 1174751725602922496

linkhttps://1035capitalmanagement.substack.com/ calendar_today19-09-2019 18:27:12

733 Tweet

1,1K Followers

62 Following

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Interesting update out of $SKYX today - this is first time I've really seen this from the company...a direct mention of expanding their AI ecosystem🤔 2nd bullet point... "SKYX is in Process of Expanding its AI Ecosystem Program and AI Future Offerings"....interesting.

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$LODE the air permit is here! Perhaps just as important...on track for Q1 commissioning of the first industrial scale solar recycling facility. Looks like the company is on track for a strong 2026 and beyond.

$LODE the air permit is here!

Perhaps just as important...on track for Q1 commissioning of the first industrial scale solar recycling facility. 

Looks like the company is on track for a strong 2026 and beyond.
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$SKYX...another smart city announced today...adoption keeps broadening... $NVDA ... 2 Smart Cities, $TGT ... $HD ... $W...who is next?

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$SKYX gets a nice upgrade from Roth - Price target from $3 to $5. "Recent project wins continue to validate SKYX’s platform and are likely driving increased interest, and even some FOMO, across the multi-unit residential market." Nice to see the sell side catching on.

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$LODE well that raise is a bit frustrating. However, the amount of hand wringing from retail is misplaced in our opinion. Read what they are saying...they want to accelerate facility 2,3,4 and bring refining in house. Just refining the silver in house roughly doubles the

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Well apparently, management heard retail investors ask for an update. Business update Feb 3, 11 AM EST. comstock.inc/press-release/…

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$LODE this was the part that stood out to us... CDG "We are signing MSA's with the market"...and he also said, "We have signed almost every major utility, especially in the Southwest." To us the biggest question is the supply of panels - this is a good indication that perhaps

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$SKYX....there is WalMart. So now we have $HD, $L, $TGT $W and $WMT all selling the turbo fan. We take this as a significant first step in a much broader rollout at these retailers and more broadly in the industry! globenewswire.com/news-release/2…

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$INV moving nicely today after Commonwealth Asset Management puts out a 13D stating activist position in INV, arguing they need to focus on the opportunity in Accelcius and the company is very undervalued.

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$LODE has received the front-end machinery required and is now beginning the installation and commissioning for the first commercial scale facility... on time for production to start in Q2. just a few more months until we have the capacity for. $500 tipping fee/ton - $150/ton

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$INV nice day here as they announce all three of the subsidiaries are now going to be funded at the sub level, limiting future INV holder dilution. Expect Accelsius to be CF+ in 2026, and INV proper in 2027. Given the early stage of the other two businesses this is implying a