GBA Presents: THE BARE ESSENTIALS

Van this may give us a couple dollars as CRSR did

Academy Sports to replace Kraton in S&P 600 at open on 3/16 17:18 ASO, KRA DL Chemical Co., Ltd. is acquiring Kraton in a transaction expected to be completed on March 15.
Good catch. It will definitely pop on that.
 
THANK YOU BARONS-!!! Sometimes these guys are the best... just what we are looking for!

Equinor 'the stock to play' European gas, Barron's says 10:06 EQNR Equinor is one of the best-kept secrets in the oil-and-gas industry, Andrew Bary writes in this week's edition of Barron's. The Norwegian state-controlled company is the second-largest provider of natural gas to Europe behind Gazprom. The company's U.S.-listed shares, now trading around $33, look appealing at 8.6 times projected 2022 earnings of $3.88 a share, the author notes, adding that the stock carries a nearly 5% dividend yield. <-----:)
 
NATO has NIGHT VISION....... Russia DOES NOT! An already weakened Russia risks being wiped off the battlefield if they send these foreign fighters in..<--- Those foreign fighters NATO HAS EVERY RIGHT TO TARGET.. IT'S NOT ATTACKING RUSSIA IS IT><-- Just the opening we need!

AND THE RIGHT MESSAGE TO SEND.

 
Heidelberg Cement
HDELY>>>> $11.30

Van these guys aren't very good-- USE TX.

Cement uses a lot of energy their margins will be cracking. This is a terrible company anyway chronic under performer.

Follow me here-- I will guide you.

Nov of 2021-
HeidelbergCement upgraded to Buy from Hold at Societe Generale 11/15/21 HDELY Societe Generale analyst Xavier Marchand upgraded HeidelbergCement to Buy from Hold with a price target of EUR 75, down from EUR 77. The 18% decline in the stock price and the underperformance relative to heavy side peers has been driven by the "unprecedented" rise in energy costs, but with those costs and freight rates showing signs of stabilization, the downside is now more limited, the analyst tells investors in a research note. Marchand adds that HeidelbergCement's pricing could also "surprise positively".

If they had trouble then with energy costs what now-?

HDLEY>>> $12.30

Just like a penny stock Stoney, it doesn't take much>>>> up 10% since mention.

When the dust settles in Ukraine, someone is gonna have to supply the raw materials to rebuild it.
You were worried about their energy costs, as mentioned in their last report, but here's the bottom line with companies like this Stoney... they raise their prices. As do their competition. I mean they have to.

So, cement costs more to make... guess what... then it costs more to buy.

Pretty simple. Margins stay the same, that's the beauty of capitalism and competition.
What your missing here is... (aside from a little forward vision :rolleyes:)... the change is in the the top line revenue #'s.
The growth.
That's when a stock rises. >>>Duh.

Now you can say it's only temporary, but by comparison, the US going green is littered with "only temporary" for a myriad of companies whose stock has ran on nothing more than hype, pumps, and "news".

Either way.... The Savant delivers once again.
It was the volume spike that put it on my radar.
Winner winner... chicken dinner. :sneaky:

Disclosure:
NO POSITION
...only ideas
 
Last edited:
I'm starting to get nervous about WW3.

The Russians are performing so badly on the battle field all they have are their nukes. It seems that's where all the money went. All over major armies are laughing at the Russian's military ineptitude that has to sting at home.

 
Back
Top