GBA Presents: RADIO SAVANT-!

[stonedinvestor]

Rolling Paper Uptrend analysis = $45

How would you like to be up 36% for the year?


ELFe.l.f. Beauty, Inc. is a buy!

$40.300.49(+1.23%)10:55 AM 10/14/22

 

[vanzandt]

Van- the company’s operational revenues could reach $60-120 million assuming just a 1-2% share of the current IGBT $6.0 billion market.

Check your email.
I promise I didn't call you any names.

 

[stonedinvestor]

Interesting I'm hearing AirBus is in the mix.. that's kind of shocking.

United Airlines looking to order 100 new jets - Bloomberg

 

[vanzandt]

Interesting I'm hearing AirBus is in the mix.. that's kind of shocking.

United Airlines looking to order 100 new jets - Bloomberg

I don't know if this comes into play with these type of huge deals because of the time factors involved, but if Airbus had the wide-bodies already built and sitting on the new-car lot... with our strong dollar, its just like buying a handbag from LVMUY.... a 30% off sale due to fx.
That's a hell of a savings when you're buying a $250M jet.

 

[vanzandt]

If nothing else we have discovered a new name for kids to identify with B-Tran.

So is that an "I" or an "L" >>>>

 

[vanzandt]

Stoney... the aliens are in the house... look at today's low on ARKK.
Right where I said.
Should we bite?

edit: ok I'm in Stoney. Stop set at $33.86
Go Cathie.

Edit 2
Next weeks $35 calls sold @$1.21.
Profit locked in with decent downside protection from the evil aliens.

 

[stonedinvestor]

Van we really have created a new form of understanding people. IGBT is genius you can't make this stuff up, and the funky B-Trans! I mean the party we could have...

There's a company I want you to take a peek at.. Way back in the day here at ET I think I was into this Company CCJ Camco. Thought they were Australian but This must of been in the early 90's... I've watched it on and off over the years and there's something funky about it when it's working it can go up!- It's Uranium....<---

Time to buy uranium miner Cameco stock, Barron's says 09:14 CCJ, BEP Heading into this past week, uranium miner Cameco (CCJ) was that rare stock in the market: It had posted a double-digit gain in 2022, Ben Levisohn writes in this week's edition of Barron's. But one deal made those gains disappear and created a buying opportunity, the author argues. At first glance, there didn't seem to be all that much that was controversial about the joint venture Cameco announced this past Tuesday. Along with Brookfield Renewable Partners (BEP), Cameco agreed to buy Westinghouse Electric, a servicer to nuclear power plants, for $7.88 billion, including debt. Cameco will own 49% of the joint venture once the deal is completed. But its stock dropped 20% this past week, after Cameco said it would issue $650 million in new shares at $21.95 apiece, a discount of 15% to where they had been trading, Levisohn writes.


GBA WANTS IN-!

 

[vanzandt]

Van we really have created a new form of understanding people. IGBT is genius you can't make this stuff up, and the funky B-Trans! I mean the party we could have...

There's a company I want you to take a peek at.. Way back in the day here at ET I think I was into this Company CCJ Camco. Thought they were Australian but This must of been in the early 90's... I've watched it on and off over the years and there's something funky about it when it's working it can go up!- It's Uranium....<---

Time to buy uranium miner Cameco stock, Barron's says 09:14 CCJ, BEP Heading into this past week, uranium miner Cameco (CCJ) was that rare stock in the market: It had posted a double-digit gain in 2022, Ben Levisohn writes in this week's edition of Barron's. But one deal made those gains disappear and created a buying opportunity, the author argues. At first glance, there didn't seem to be all that much that was controversial about the joint venture Cameco announced this past Tuesday. Along with Brookfield Renewable Partners (BEP), Cameco agreed to buy Westinghouse Electric, a servicer to nuclear power plants, for $7.88 billion, including debt. Cameco will own 49% of the joint venture once the deal is completed. But its stock dropped 20% this past week, after Cameco said it would issue $650 million in new shares at $21.95 apiece, a discount of 15% to where they had been trading, Levisohn writes.


GBA WANTS IN-!

Yeah I saw that earlier this week pre-market one day. The stock didn't really drop on the news too much so yeah, it probably just got sucked down with the tide. I'll do some work on it tomorrow Stoney. See what's up.

 

[stonedinvestor]

This is the last Earn report from CCJ is was a blowout- when do they report next?


Cameco reports Q2 adjusted EPS 18c, consensus (1c) 07/27 CCJ Reports Q2 revenue $558M, consensus $366.9M. "Our results reflect the very deliberate execution of our strategy of full-cycle value capture. And, we are benefiting from higher average realized prices in both our uranium sales and our fuel services sales as the market continues to transition and geopolitics continue to highlight concentration of supply concerns," said Tim Gitzel, CEO. "...This year has already been a contracting success with over 45 million pounds added to our portfolio of long-term uranium contracts and we continue to have a significant and growing pipeline of contract discussions. And, we are being strategically patient as our primary driver is value and we have significant leverage to market improvements with unencumbered pounds in the ground. Additionally, we are focusing our efforts on capturing conversion business as conversion prices are at record-highs. "We remain committed to our supply discipline...our overall production forecast remains unchanged at up to 11 million pounds our share, a benefit of being a multi-asset producer, as the increase at Cigar Lake largely offsets a slower rampup at the Key Lake mill due to some delays in our work schedule...we are expecting up to 2 million pounds production (100% basis) this year...Thanks to our deliberate actions and conservative financial management we have been and continue to be resilient. With $1.4B in cash and cash equivalents and short-term investments on our balance sheet, improving fundamentals for our business and our decision to prepare McArthur River/Key Lake for production, we have line of sight to a significant improvement in our future financial performance".

-> My feeling you drop that secondary and piss everyone off the stock crashes 20%, you are NOT going to follow that up with a earnings miss.

 

[stonedinvestor]

Eyes on Zero-COVID policy ahead of Chinese Communist Party Congress
Oct. 15, 2022 1:59 PM ETLas Vegas Sands Corp.

The Lead Alien's Penis Is really This Big. I can take it.- Forever!



Ahead of the expected extension of Xi Jinping’s term atop the Chinese Communist Party on Sunday, there is little optimism that China’s Zero-COVID strategy will be up for amendment anytime soon.

On Sunday, the 20th NationalCongress of the Chinese Communist Party will be convened to, in addition to other matters, extend the leadership term of Xi Jinping. Indeed, according to the Brookings Institution, Xi has managed to consolidate power to become the most powerful leader of his nation“since Deng (if not since Mao)”. As the vow to“not lie flat”in the fight against COVID has become a hallmark of Chinese pandemic policy under Xi, this bodes poorly for hopes of a rethink on Zero-COVID restrictions.