#downturn

Heard from area VP that Q2 sales is looking bad and people are starting to pull in Q3 sales numbers. Looks like this is going to spiral down to year end with no actual growth. Second half of year will suffer due to pull in price increases.

https://share.google/w30SB41dKhLl0gABa

We’ve done it! Stock hit 99 cents.

Looks like getting beaten down

Down 10% last two days and looks like it's going further south. Something must have leaked

Boeing plans to lay off approximately 17,000 employees, representing about 10% of its workforce, in response to ongoing financial struggles and production delays, with significant impacts expected in 2026.
The layoffs are expected to affect employees across various levels, including executives and managers. This move is part of Boeing's efforts to stabilize its operations and address the financial strain caused by the prolonged strike and production setbacks. The company is also facing rising healthcare costs for employees, which may further complicate its financial outlook in 2026.

60 for 6, right? Well, we don’t get that any more. 59 for 6 from now on? Or maybe 50, 40, perhaps, 30? ;)

We’re talking about suits, government administrations… oh my!!!

Be honest to yourself!
why do you think this industry pays so well?
Because we’re smarter than everyone else? No. It’s because we’re supposed to deal with downturns.

This is oil & gas.
Downturns have been part of our DNA since the Drake Well was drilled more than 160 years ago.
We’ve seen them before, and we’ll see them again.

Q3 2025 and its gotten worse. Net income down v 71.88% Free cash flow down v 43.48% EPS down v 75.31% and companies like Zacks issues Strong sell after Q3 results...and Teradata goes from Cloud strategies to AI to ??? VantageCloud and AIfactory - what happened to 4 D Clearscape analytics and Vantage cloud lake house that dynamically scales without a data redistribution? Those of you still tethered to a pay check the end is near.

If you're smart, you're already on your way out.

According to a McKenzie report. The Mars corridor, Nakika, and Stones will be on extreme production declines and operational issues within the next 5 years…
What’s the inside perspective?

The quarter is looking so rough and it’s hard to imagine 2025 closing above $10 a share. By mid-2026 exits from both institutional investors and larger accounts can only speed up, meaning the stock will see under $8 and more like the upper fives by end of 2026. The second half of 2026 will very likely be brutal on the layoffs front, we will see daily scrambles to cut costs and preserve every single cent. Some of CES’s best bits will probably cheaply end up in the hands of third-tier and fourth-tier competitors just to raise cash. Then comes 2027 and a Chapter 11 filing will look much less like a possibility and more like a certainty. Honestly Rawul should already be on the phone with a seasoned bankruptcy lawyer.
For short sellers out there the momentum is on your side.

Well, End Of Quarter, guess you all know what that means?

Stock hits new low
Pipeline slows
So it goes.

How did the Titanic go?

Down.