saturn_five
4 days ago
Re; Dell Long Game,
No surprise that Dell PPS re-sets on Q4 "mixed" earnings report.
Cash Divvy INCREASED by 18 %, for 2025 ! $
( cash divvy increased by 20 % in early 2024 )
Share buy-back announced @ $ 10 BILLION $
Also, Dell continues to work through ~ $10 Billion backlog/orders for A. I. servers, etc.
( FY '26 FCF should be strong )
Despite short-term PPS decline, many pro analysts still hold their
P/T's @ ~ $150 ( guesstimate )
GLTA💰️
saturn_five
2 weeks ago
Re; DELL long-term,
Dell continues to be a FCF (free cash flow) machine,
see: 12 month PPS chart that shows a Rise from ~ $ 80 to $ 120 ! $
Also, in early 2024, Dell raised cash divvy by 20 % !
Upcoming ER may be "mixed" but Dell is working through backlog of A. I. server orders.
Overall, Seems like fiscal 2026 should be very strong.
Maybe pending 2025 divvy increase (?) is 10 % or more $
Many pro analysts have their P/T'S set at aboot $ 150 (guesstimate )
( extra note: Dell also continues share buyback strategy with their good FCF $$ )
GLTA💰️
oldstocks
2 weeks ago
NEOM project, does anyone know how much Dell is making from this contract?
How much Orange Business Services is making from this contract?
Or
How much OneMindNG is making from the contract.
The project says delivered
NEOM: delivering the CCC hypervisor of the city Collaboration between Orange Business Services ticker ORANY, DELL Technologies ticker DELL and OneMind New Generation is
OneMind Technologies owned by Affluence Corp stock ticker AFFU
https://www.delltechnologies.com/asset/pt-br/solutions/business-solutions/briefs-summaries/onemind-new-generation-presentation.pdf
NEOM is a planned cross-border city in the Tabuk Province of north-western Saudi Arabia. It will incorporate smart city and also function as a tourist destination.
https://www.neom.com/en-us
NEOM is currently the biggest Smart City project worldwide with an overall estimated budget $500 Billion.
OneMindNG is deployed as the Hypervisor of all systems operating NEOM's city with a wide range of use cases and industry integration such as transport, energy, water, tourism, City experience.
This project is delivered.
OneMind New Generation is expecting to provide an on-going delivery over the next 5 years to culminate the integrations as operating systems go live.
I know you guys here don’t buy pink listed stocks and that is what Affluence Corp is that owns OneMindNG. The stock is only .0003 now.
Being listed on Dell website and having contracts with Dell, i am putting it out there it comes with Risks. Don’t buy AFFU unless you can handle extreme risk. I am honestly wondering about the NEOM contract and if you guys and gals have heard of any revenues from it.
EnchantedTitan62
3 months ago
. I started following Buffet & Munger lessons in the 80s, Peter Lynch - had incredible insights about new companies, Mohammed El Arian ( probably spelled his name wrong) has an incredible mind, Laszlo Biryani ( probably spelled wrong)was also brilliant. And of course subscriptions to Barron's, WSJ, Worth. My education has provided me with discipline, but honestly nothing more. May all your trades/investments be profitable, and have a good holiday season. Oh, if you pick a loser, just dump it, and move on, I've certainly had some!
oldstocks
5 months ago
Southpaw i see! Dell Technologies will incorporate OneMind's Hypervisor into its Digital City Software product. OneMind Technologies is a leader in Smart City Software and Internet of Things (IoT) technology.
"This is a momentous occasion for OneMind and validation of our technology that Dell Technologies, one of the leaders in the Digital City Market has chosen OneMind to be the engine of its Digital City product suite," said, CEO of OneMind Technologies, SL owned by Affluence Corp $AFFU
"Dell Technologies Digital City products will be "Powered By OneMind." We have been working with Dell on several projects over the last few years including a big win with the world's largest Smart City project and have jointly been increasing our traction on multiple sales campaigns. OneMind has been front and center with Dell at all of the major Digital City trade shows,"
The next show together is November 5-7 2024 in Barcelona, Spain
Bountiful_Harvest
5 months ago
Michael Dell, CEO of $DELL, has filed for $1,244,000,000 (yes, over a billion), of selling $DELL stock.
He is selling 10 million shares at $122.