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capex_spike on Lineage Cell Therapeutics, Inc. (LCTX)

SIC 2836 — Biological Products, (No Diagnostic Substances) · CIK 876343 · default direction: short

Definition

Fires on >50% YoY capex increase. Captures aggressive reinvestment phases — often precedes value destruction in mature industries.

Every time the signal fired on LCTX

FYFiling dateEvent date1d5d20d60d252d
FY20232024-03-072024-03-07+15.04%+2.65%+23.89%-9.73%-53.10%
FY20212022-03-102022-03-10-4.29%-2.86%+0.71%+0.71%+1.43%
FY20162017-03-162017-03-16+15.81%+4.19%+5.16%+1.94%-10.00%
FY20152016-03-152016-03-15-2.07%+11.57%+26.03%+14.46%+27.27%
FY20132014-03-172014-03-17-3.36%-5.88%-20.45%-15.13%+22.97%
FY20112012-03-142012-03-14-1.04%-6.83%-14.49%-9.94%-10.14%

Forward returns are stock returns from event date (next trading day after filing). Sign is raw stock direction; the trade direction is in the calibration table below.

Universe-wide calibration (this signal across all companies)

Horizonn eventsGross stock retHit rateTrade dirNet PnLCost (bps)r/σ net
1d2,295+0.01%+43.27%short-0.06%32-0.01
5d2,292-0.85%+41.88%short+0.74%33+0.06
20d2,258-1.91%+41.67%short+2.05%36+0.10
60d2,127+0.65%+44.01%short-0.78%47-0.02
252d2,092+14.03%+44.93%short-14.91%97-0.09

Net PnL is direction × stock return − round-trip execution cost (5 bps half-spread + ADV-tiered borrow). See capex_spike methodology for the full audit.


Data: /api/company/876343/financials