GBA Presents: RADIO SAVANT-!

DICE Therapeutics, Inc. (DICE)- This was down big the other day I couldn't find news heavily shorted name**
NasdaqGM - NasdaqGM Real Time Price.
19.61+1.11 (+6.00%)
 
TSX Energy and Mining doing far better then US indexes this week. I'm up 1.5% on the week watered down by some small cap losses and Silvercrest defying recent Silver strength and dropping today. Nat Gas stocks making a gradual move, some not all Gold stocks making a move despite Gold weakness. Potential stronger moves in Crew Energy, Pipestone, Athabaska Oil, Baytex Energy if things line up tomorrow. Ideally I'd have sold my Silvercrest and remaining MDI first thing and added some more of Crew / Baytex with the proceeds but they both gapped down and kind of sat there all day. As expected the latter had decent moves off the open.

Monthly option expiry I want to get into my background plan. Cash a number of positions especially if energy goes up on Thursday, consider a large short US index*2 late day, look to rebuy some of the sold positions at lower prices Friday afternoon or Monday morning. Like all themes it depends on how broader markets and commodities behave. In most months these kind of trades are +EV.
 
stonedinvestor said:
Bacchus will appreciate that. He is sleeping on the couch. Don't tell anybody but he's supposed to get these knock out pills and I always feel real bad giving them to him and I palmed this morning's pill and got away with it.

Speaking of getting away with it. Q- Ok you are at a stop light intersection. Light goes green you cross the street but before you can get to the other side you see a small school bus parked with it's STOP sign out. Now it's parked all the way to the right and the door is on the right and no kids are crossing the street from the left. Big double ave. 23rd st.

What do you do?

I stopped for a minute but as cars built up behind me through the intersection I drove through.
Now I'm worried because this is the exact spot I got a speeding ticket from a hidden camera. So it's heavily covered with cameras and the school in question is a school for the blind. Don't let that sway your opinion.
More...
I'd have got as close as I can, but no way would I pass the bus with the stop sign out.
If those people behind you were blocking the intersection, that's on them.
Always look forward Stoney... ignore what's behind you. ~vz
 
Mirati Therapeutics initiated with an Overweight at Piper Sandler 04:37 MRTX Piper Sandler analyst Swapnil Malekar initiated coverage of Mirati Therapeutics with an Overweight rating and $110 price target. The company's lead asset adagrasib has clinical and regulatory precedence from a competitor's KRAS-G12C inhibitor that is approved in lung cancer patients, Malekar tells investors in a research note. The analyst believes adagrasib has "several distinguishing characteristics" such as longer half-life, higher brain penetration, larger volume of distribution, and a better safety/efficacy profile as monotherapy and in combination with checkpoint inhibitors "that gives it a competitive edge."
 
DA Davidson starts KnowBe4 at Buy on growing market, cross-sell opportunity 16:41 KNBE DA Davidson analyst Rudy Kessinger initiated coverage of KnowBe4 with a Buy rating and $25 price target. The company offers a "best of breed" product addressing the under-funded "human element" of security, the analyst tells investors in a research note. Kessinger is also positive on KnowBe4's large and growing addressable market along with a "massive $359M cross-sell opportunity with their current installed base.

Pan American Silver reports increase to mineral resource estimate at La Colorada 17:42 PAAS Pan American Silver Corp. announced an updated mineral resource estimate for its 100% owned La Colorada Skarn deposit in Zacatecas, Mexico. The estimated indicated mineral resource totals 95.9M tonnes containing 94.4M ounces of silver, 2.7M tonnes of zinc and 1.2M tonnes of lead. In addition, the estimated inferred mineral resource now totals 147.8M tonnes containing 132.9M ounces of silver, 3.4M tonnes of zinc and 1.5M tonnes of lead. The updated mineral resource estimate is a significant increase relative to our previous mineral resource estimate released on August 4, 2020. The mineral resource estimate is based on a $45 per tonne unit cut-off value and an underground sub-level cave mining method followed by processing through a selective flotation beneficiation plant that generates zinc and lead concentrates. "Our exploration team has done a remarkable job of delineating a large resource with notable growth potential in only four years. Our confidence in the geology has also improved, resulting in a large portion of the deposit now being classified as indicated resources," said Christopher Emerson, Pan American's Vice President Business Development and Geology. "Notably, the high-grade intersects we announced on July 21, 2022 are not included in today's mineral resource estimate, and the deposit remains open in nearly all directions for further resource expansion."

Disney weighs merging Hulu and Disney+, Bloomberg reports 06:16 DIS, CMCSA Disney (DIS) CEO Bob Chapek said he's weighing merging Hulu, which 67% owned by Disney and 33% owned by Comcast (CMCSA), with Disney+, Bloomberg's Thomas Buckley reports. Chapek said at the Goldman Sachs telecom and media conference that Disney+ already offers content for adult audiences through its Star brands outside the U.S., and the company is moving more general entertainment from Hulu to Disney+ domestically.
 
https://www.youtube.com/shorts/gJomWxdg1D0

The 2nd work out after along layoff is close to the worst. 3rd and 4th may be actually worst and then your body starts to remember.

I am going to attempt the workout and then before my arms crab up too much I'm jumping right into the car (whizzing past that School bus-- I disagree!) and getting up to Ct.

I will touch base around 2:30pm.
 
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