janes it's not the worst chart as I see it. Little debt heavy that's a thing now....
$4B rev co to make $1B.... A billion is a billion....
$4B rev co to make $1B.... A billion is a billion....
GBA Presents: THE BARE ESSENTIALS
- Thread starter stonedinvestor
- Start date
Cameco CCJ
In the wake of the 3rd consecutive 4-decade high monthly CPI reading (7.9% YoY in February), an energy crisis in Europe, while Putin relishes in the nostalgia of the former Soviet Union at the expense of millions of Ukrainians and even his own Russian subjects, investors are looking towards the reminiscent cold-war era commodity, Uranium.
Cameco (CCJ), the world’s lastest publicly traded uranium company, has stood out on the options board with an unusually large level of short-term call options changing hands over the past few days. CCJ has soared roughly 40% since its exceptional year-end earnings report last month, with a tidal wave of additional buy catalysts providing an additional tailwind for Cameco’s underappreciated stock.
Record rates of commodity inflation, surging interest in clean nuclear energy options, and a marginally elevated possibility of nuclear war (even a 0.001% increase in probability is material) have traders flooding into this accelerating sector of interest with leveraged option plays.
Let’s jump on this uranium-fueled rocket of returns with CCJ, a best-in-class portfolio of globally diverse producers of this atomic element that are poised to go nuclear-!
In the wake of the 3rd consecutive 4-decade high monthly CPI reading (7.9% YoY in February), an energy crisis in Europe, while Putin relishes in the nostalgia of the former Soviet Union at the expense of millions of Ukrainians and even his own Russian subjects, investors are looking towards the reminiscent cold-war era commodity, Uranium.
Cameco (CCJ), the world’s lastest publicly traded uranium company, has stood out on the options board with an unusually large level of short-term call options changing hands over the past few days. CCJ has soared roughly 40% since its exceptional year-end earnings report last month, with a tidal wave of additional buy catalysts providing an additional tailwind for Cameco’s underappreciated stock.
Record rates of commodity inflation, surging interest in clean nuclear energy options, and a marginally elevated possibility of nuclear war (even a 0.001% increase in probability is material) have traders flooding into this accelerating sector of interest with leveraged option plays.
Let’s jump on this uranium-fueled rocket of returns with CCJ, a best-in-class portfolio of globally diverse producers of this atomic element that are poised to go nuclear-!
Sunnova NOVA
US investors are looking to take advantage of this energy independence goal, driving sustainable clean energy play to the top of many investors’ buy lists. Sunnova (NOVA), a leading residential provider of residential solar energy services, is racing off its lows following a blowout Q4 report at the end of February. Analysts are getting exceedingly bullish on this perfectly positioned (recently) discounted energy independence play.
Sunnova’s solar panel and energy storage operations have been driving record revenues on a seemingly quarterly basis, on accelerating topline growth which breached 50% in 2021 and is expected to continue. NOVA is yet to turn a profit, but its path towards this goal is clear, with management projecting (adjusted) EBITDA growth of 60% in 2022.
NOVA is also curiously enough a play on rising rates, as much of its business is done through flexible financing options (loan programs), which makes up about 50% of the company’s EBITDA, and provides this stock with a rare margin expanding tailwind in this rising rate environment, despite its bottom-line deficit (most of its operations are fund by its exploding operating cash-flows).
The existential threat of mortality that the pandemic incited had the world looking towards sustainable investment opportunities in the past 2 years of trading, but the excessively hawkish price action in recent months sent this entire future-focused sector tumbling.
NOVA is now trading at less than half the value it attained in late October and nearly 1/3rd of the market cap it had reached in January 2021. Now, following a slew of analyst upgrades, NOVA is exhibiting a robust fundamentally fueled bid in its post-earnings reversal, with a ton of room left to rally.
Analysts are giving this $20 stock massive upside price targets between $45 and $65 a share following its Q4 results. WTI’s jump to over $120/barrel (13-year high) has accelerated this sustainable energy revolution, further propelling this business’s outlook.
US investors are looking to take advantage of this energy independence goal, driving sustainable clean energy play to the top of many investors’ buy lists. Sunnova (NOVA), a leading residential provider of residential solar energy services, is racing off its lows following a blowout Q4 report at the end of February. Analysts are getting exceedingly bullish on this perfectly positioned (recently) discounted energy independence play.
Sunnova’s solar panel and energy storage operations have been driving record revenues on a seemingly quarterly basis, on accelerating topline growth which breached 50% in 2021 and is expected to continue. NOVA is yet to turn a profit, but its path towards this goal is clear, with management projecting (adjusted) EBITDA growth of 60% in 2022.
NOVA is also curiously enough a play on rising rates, as much of its business is done through flexible financing options (loan programs), which makes up about 50% of the company’s EBITDA, and provides this stock with a rare margin expanding tailwind in this rising rate environment, despite its bottom-line deficit (most of its operations are fund by its exploding operating cash-flows).
The existential threat of mortality that the pandemic incited had the world looking towards sustainable investment opportunities in the past 2 years of trading, but the excessively hawkish price action in recent months sent this entire future-focused sector tumbling.
NOVA is now trading at less than half the value it attained in late October and nearly 1/3rd of the market cap it had reached in January 2021. Now, following a slew of analyst upgrades, NOVA is exhibiting a robust fundamentally fueled bid in its post-earnings reversal, with a ton of room left to rally.
Analysts are giving this $20 stock massive upside price targets between $45 and $65 a share following its Q4 results. WTI’s jump to over $120/barrel (13-year high) has accelerated this sustainable energy revolution, further propelling this business’s outlook.
What do you mean no one plays in the after-hours?
Ok Stoney, start taking notes...
I specifically said yesterday that was a pure earnings play.
That's how you play it. That one was in fact lucky, but regardless.. winner winner.
Now, if you own a stock, and a company comes out with a report at 4:05 and you scan that report using all your special tricks and determine the market is gonna hate (or love) it minutes before anyone else does... all I can say is some of the biggest percentage gains can be made in extended hours. And some of the biggest percentage losses on stocks you own can also be avoided. But the window of opportunity is very tight, ie minutes, sometimes seconds.
You'll find no shortage of people that will tell you trading in the extended sessions is crazy. It is. Unless you know what to look for on which stock and you can do it very fast. It's an art, because not only is each company different, knowing what the analysts want to see and seeing it in the matter of seconds is tough. Quarterly reports are quite involved and every one is different. The pro's use AI scanners that are faster than any of us can be, but they're only as good as the folks that program them. Some are better than others, and that's part of the art too. Knowing when to jump in with the algo's.
Either way, I saved our readers with the $63 sell call. At a profit. Because when I make a call here, I feel a sense of responsibility, we have no idea who reads this thread. I don't put out 30 stocks per day here, my picks are targeted, specific, and all are followed up on. That's exactly why I worked my magic on their report and posted instantly when I figured it out.
.
Now... why did you tell readers here a dozen times to buy Agrify, and never once said anything to the contrary as it plummeted from $25 to $4 in 30 days?
See you can't just throw out things out and not follow thru.
Bare essentials requires running commentary on a particular stock, like I have tried to give on RH among others.
Ok, you can put your notebook down now.
Class dismissed.
Last edited:
Looking Good here Van.... Permission to sell our little trucking stk?
First Watch Restaurant Group, Inc. (FWRG)
NasdaqGS - NasdaqGS Real Time Price.
12.98-0.07 (-0.54%)
As of 11:43AM EDT. Market open.
First Watch Restaurant Group, Inc. (FWRG)
NasdaqGS - NasdaqGS Real Time Price.
12.98-0.07 (-0.54%)
As of 11:43AM EDT. Market open.
This DV also looks good about to break a downtrend I think.-
We don't have a Cyber security play (SAIL I have in another account) DV is
interesting to me because it will rise in a tech induced FOMO rally but it's counter-cyclical in that of Russia gets frisky with the hacks... These stks could go up even in a down semi market etc...
DoubleVerify Holdings, Inc. (DV)
24.96-0.35 (-1.38%)
As of 11:44AM EDT.
We don't have a Cyber security play (SAIL I have in another account) DV is
interesting to me because it will rise in a tech induced FOMO rally but it's counter-cyclical in that of Russia gets frisky with the hacks... These stks could go up even in a down semi market etc...
DoubleVerify Holdings, Inc. (DV)
24.96-0.35 (-1.38%)
As of 11:44AM EDT.
What do you mean no one plays in the after-hours?
Ok Stoney, start taking notes...
I specifically said yesterday that was a pure earnings play.
That's how you play it. That one was in fact lucky, but regardless.. winner winner.
Now, if you own a stock, and a company comes out with a report at 4:05 and you scan that report using all your special tricks and determine the market is gonna hate (or love) it minutes before anyone else does... all I can say is some of the biggest percentage gains can be made in extended hours. And some of the biggest percentage losses on stocks you own can also be avoided. But the window of opportunity is very tight, ie minutes, sometimes seconds.
You'll find no shortage of people that will tell you trading in the extended sessions is crazy. It is. Unless you know what to look for on which stock and you can do it very fast. It's an art, because not only is each company different, knowing what the analysts want to see and seeing it in the matter of seconds is tough. Quarterly reports are quite involved and every one is different. The pro's use AI scanners that are faster than any of us can be, but they're only as good as the folks that program them. Some are better than others, and that's part of the art too. Knowing when to jump in with the algo's.
Either way, I saved our readers with the $63 sell call. At a profit. Because when I make a call here, I feel a sense of responsibility, we have no idea who reads this thread. I don't put out 30 stocks per day here, my picks are targeted, specific, and all are followed up on. That's exactly why I worked my magic on their report and posted instantly when I figured it out.
.
Now... why did you tell readers here a dozen times to buy Agrify, and never once said anything to the contrary as it plummeted from $25 to $4 in 30 days?
See you can't just throw out things out and not follow thru.
Bare essentials requires running commentary on a particular stock, like I have tried to give on RH among others.
Ok, you can put your notebook down now.
Class dismissed.
Van I tried reading twice I fell asleep. Just stick to the regular hours and spit out winners!!!
That's all the people want.....
FWRG (FOOD)<--------------------------->DV (Cyber security)
VOTE Now!
VOTE Now!
OR CRS I have a Point & figure at $48
Carpenter Technology Corporation (CRS)- Great chart
41.06-0.06 (-0.13%)
As of 11:52AM EDT.
Carpenter Technology Corporation (CRS)- Great chart
41.06-0.06 (-0.13%)
As of 11:52AM EDT.
As Trump Stock Mania Cools, Black Rifle Coffee Stock Has Big Downside Risk<--- YUP!
Some may say they have bought Black Rifle Coffee (NYSE:BRCC) due to its high growth potential. But for many, it is the prospect of easy money that has driven them into BRCC stock. That is, the potential for it to go on an incredible run, similar to that of Digital World Acquisition Corp. (NASDAQ:DWAC).
As you likely know, Black Rifle is similar to DWAC in that it has a political angle. Specifically, a Trump-related political angle.
Although the former President, now a budding social media mogul, isn’t directly involved with this coffee purveyor, this company took off in popularity due to its association with the Trumpian political movement during the 2010s.
This former special purpose acquisition company (SPAC) has already seen a partial surge in price. However, with Trump stock mania starting to fade, the hype surrounding this name could begin to fade, as well. Sporting a rich valuation, it has little to fall back on once the market resumes pricing it on fundamentals.