GBA Presents: THE BARE ESSENTIALS
- Thread starter stonedinvestor
- Start date
At this exact time last year we were selling off hard- and I told you all about my Tax Sell Theory... People sell now to raise cash for taxes ( I just did $180K in sells last week )
It's funny to hear Crypto traders apply the theory to Bitcoin.
It's funny to hear Crypto traders apply the theory to Bitcoin.
Enerplus to hold a conference call 16:16 ERF Management provides a detailed review of the Company's differentiated Bakken position on an analyst and investor update conference call to be held on April 12 at 11 am.
Stoney!!!!
I apologize, once again as always, for not being here for you today.
'Twas another speaking engagement for an audience of wanna-be savants who are too clueless to know they are not savants.
You'll be glad to know I had my people purchase a substantial amount of today's volume on the WallBox. Fellow (real) savants have run whatever it is they run in the computer programming dept , and they have determined WBX will, for lack of a better word... squeeze.
$14 is now the VZ target. !!!!
Google's our friend.I don't think so. Google watches your browsing,,,,,,.
What did you call it earlier that you were smoking?
A spleef?
>>>>The above is exactly why the Senate will vote any and all marijuana legislation down.
Stoney, there are 8 trillion google searches per day.... do you really think they give a flying f about you?!
When you worry about Google lol... whatever.
Hear the words:
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Way back in the day I was a big Lynas shareholder when nobody even knew what a rare earth was. Good company never worked out. Australian.->
Lynas Rare Earths (OTCPK:LYSCF) on Tuesday reported quarterly records for revenues and production, as demand for specialized metals surged in the global push to electrify vehicles.
The world's largest producer of rare earths outside Chinasaid revenue rose to A$327.7M (US$243.1M) in its FQ3 from A$110M in the year-earlier quarter and A$202.7M in FQ2.
Lynas also said production of neodymium and praseodymium jumped 24% Y/Y to 1,687 metric tons during the quarter, also a company record, while total rare earths production was 4,945 metric tons at an average selling price of A$67.40/kg, up from A$35.50/kg in the previous year.
"The market price for NdPr continued to strengthen during the March quarter and our customers continue to advise that demand for rare earths remains strong, particularly in automotive industry," Lynas said.
Lynas Rare Earths (OTCPK:LYSCF) on Tuesday reported quarterly records for revenues and production, as demand for specialized metals surged in the global push to electrify vehicles.
The world's largest producer of rare earths outside Chinasaid revenue rose to A$327.7M (US$243.1M) in its FQ3 from A$110M in the year-earlier quarter and A$202.7M in FQ2.
Lynas also said production of neodymium and praseodymium jumped 24% Y/Y to 1,687 metric tons during the quarter, also a company record, while total rare earths production was 4,945 metric tons at an average selling price of A$67.40/kg, up from A$35.50/kg in the previous year.
"The market price for NdPr continued to strengthen during the March quarter and our customers continue to advise that demand for rare earths remains strong, particularly in automotive industry," Lynas said.
US Foods activist holder Sachem Head cuts number of directors in board fight
Apr. 11, 2022 9:50 PM ETUS Foods Holding Corp. (USFD)SYY
Activist investor Sachem Head said its reducing the number of directors it's nominating the US Foods (NYSE:USFD) board as it tempers its plans to take control of the food distributor.
Sachem Head cutthe director nominees to five from seven after US Foods late last month named two new independent directors to the board and announced that former US Foods CEO John Lederer would not stand for reelection, according to astatement.
The news comes after a disclosure Monday that US Foods board offered apossible settlementwith Sachem Head that would have the activist add two of its director nominees to the board and the food distributor would form of a five-member committee charged with the "evaluation of avenues to create shareholder value."
"We remain open to reaching a constructive resolution with US Foods that ensures the appropriate level of change takes place," Sachem Head said in the statement. "Should that not occur, we look forward to engaging with our fellow stockholders and taking the steps we believe are necessary to achieve the best long-term outcome for all of the company’s stakeholders."
Sachem Head described the US Foods settlement offered on Saturday as "substantially similar" to US Foods initial offer to settle on Dec. 21, where Sachem Head was offered two seats on the board, according to fund'slatest proxy filing.
Sachem Head, which has an 8.7% stake in US Foods, has argued that if it USFD can get its valuation levels closer to peers such as Sysco Corp. (SYY), its shares could see 100% upside.
Apr. 11, 2022 9:50 PM ETUS Foods Holding Corp. (USFD)SYY
Activist investor Sachem Head said its reducing the number of directors it's nominating the US Foods (NYSE:USFD) board as it tempers its plans to take control of the food distributor.
Sachem Head cutthe director nominees to five from seven after US Foods late last month named two new independent directors to the board and announced that former US Foods CEO John Lederer would not stand for reelection, according to astatement.
The news comes after a disclosure Monday that US Foods board offered apossible settlementwith Sachem Head that would have the activist add two of its director nominees to the board and the food distributor would form of a five-member committee charged with the "evaluation of avenues to create shareholder value."
"We remain open to reaching a constructive resolution with US Foods that ensures the appropriate level of change takes place," Sachem Head said in the statement. "Should that not occur, we look forward to engaging with our fellow stockholders and taking the steps we believe are necessary to achieve the best long-term outcome for all of the company’s stakeholders."
Sachem Head described the US Foods settlement offered on Saturday as "substantially similar" to US Foods initial offer to settle on Dec. 21, where Sachem Head was offered two seats on the board, according to fund'slatest proxy filing.
Sachem Head, which has an 8.7% stake in US Foods, has argued that if it USFD can get its valuation levels closer to peers such as Sysco Corp. (SYY), its shares could see 100% upside.
GBA Thesis playing out-!
Natural gas extends 13-year high on late cold blast, shrinking inventories....
Oil stocks (XLE) tumbled along with oil (USO) and the market (SPY) Monday, as China lockdowns and SPR supply took their toll on the commodity. UBS strategist Giovanni Staunovo noted thatthe Swiss bank lowered its June Brent oil (CO1:COM) forecast by $10/b to $115/b. While Bank of America cut its summer price forecast to $120/b, after saying last month that crude could hit $200/b if the West implemented energy export sanctions against Russia.
Natural gas (NG1:COM) prices rallied on the day, up ~6% by the close, as a colder forecast, falling inventories, and the risk of Russian gas curtailments all provided a tailwind to pricing.
Natural gas extends 13-year high on late cold blast, shrinking inventories....
Oil stocks (XLE) tumbled along with oil (USO) and the market (SPY) Monday, as China lockdowns and SPR supply took their toll on the commodity. UBS strategist Giovanni Staunovo noted thatthe Swiss bank lowered its June Brent oil (CO1:COM) forecast by $10/b to $115/b. While Bank of America cut its summer price forecast to $120/b, after saying last month that crude could hit $200/b if the West implemented energy export sanctions against Russia.
Natural gas (NG1:COM) prices rallied on the day, up ~6% by the close, as a colder forecast, falling inventories, and the risk of Russian gas curtailments all provided a tailwind to pricing.
Update 4pm: Updates shares, adds Affirm declining to comment on speculation.
Affirm Holdings (NASDAQ:AFRM)ticked up 0.3%on speculation the provider of "Buy Now, Pay Later" financing may be a takeover target.
Affirm is speculated to be involvedin a "strategic review" after attracting a potential buyer, according to a Betaville "uncooked" alert. The identity of the possible acquirer couldn't be learned. A potential deal may take several weeks or months.
The speculation comes as Affirm shares have plunged almost 80% from their 52-week high of $176.65 in early November as the fintech industry in general and the Buy Now, Pay Later business model in particular fall out of favor with investors.
Affirm Holdings (NASDAQ:AFRM)ticked up 0.3%on speculation the provider of "Buy Now, Pay Later" financing may be a takeover target.
Affirm is speculated to be involvedin a "strategic review" after attracting a potential buyer, according to a Betaville "uncooked" alert. The identity of the possible acquirer couldn't be learned. A potential deal may take several weeks or months.
The speculation comes as Affirm shares have plunged almost 80% from their 52-week high of $176.65 in early November as the fintech industry in general and the Buy Now, Pay Later business model in particular fall out of favor with investors.
TIME TO GO WOLF-?
--The company is the "undisputed leader" in the silicon carbide market, which is characterized by complex manufacturing and high barriers to entry,
-- SiC demand to outpace supply for the next several years driven by the electric vehicle "megatrend" and broader shift toward energy efficiency.
Wolfspeed added to US Focus List at Citi 03/24 WOLF Citi analyst Amanda Scarnati added Wolfspeed to the firm's US Focus List and keeps a Buy rating on the shares with a $125 price target. The analyst views silicon carbide as a key enabling technology for improved energy efficiency and the push to meet COP26 emission standards. Wolfspeed is best positioned in terms of technology and capacity to capitalize on the shift to silicon carbide from silicon and should see "significant growth" through 2026, Scarnati tells investors in a research note.
WOLF-$105
--The company is the "undisputed leader" in the silicon carbide market, which is characterized by complex manufacturing and high barriers to entry,
-- SiC demand to outpace supply for the next several years driven by the electric vehicle "megatrend" and broader shift toward energy efficiency.
Wolfspeed added to US Focus List at Citi 03/24 WOLF Citi analyst Amanda Scarnati added Wolfspeed to the firm's US Focus List and keeps a Buy rating on the shares with a $125 price target. The analyst views silicon carbide as a key enabling technology for improved energy efficiency and the push to meet COP26 emission standards. Wolfspeed is best positioned in terms of technology and capacity to capitalize on the shift to silicon carbide from silicon and should see "significant growth" through 2026, Scarnati tells investors in a research note.
WOLF-$105