GBA Presents: THE GREEN MARKET

I have felt this way before. So excited for the opening bell-- F the Super Bowl that doesn't matter....

Having done this for so long let me tell you what's going to happen.

Pre market it's going to be up what 15-20%... My initial position is up... I will plow in with 1000
shares and just as I push send Putin will invade Ukraine.
 
Usually on a deal like this, the stock will have peaked for the entire day between 7:30AM and 8:45AM.
If it's 100% at some point, or anywhere's close, you can rest assured it'll drop all day in the regular session. :thumbsup:
 
Boyd, Bally's among stocks to play the online gambling boom, Barron's says 10:21 BYD, BALY, CZR, PDYPY, DKNG Online sports gambling, once one of the hottest areas of the stock market, has fallen out of favor with investors as they worry about fierce competition and steep losses driven by heavy marketing and advertising spending, Andrew Bary writes in this week's edition of Barron's. The best plays could be regional casino companies with online sports-gambling businesses like Boyd Gaming (BYD), Bally 's (BALY), and Caesars (CZR), the author contends. Ireland-based Flutter Entertainment (PDYPY) owns a controlling stake in FanDuel, which is No. 1 in U.S. online sports gambling, ahead of DraftKings (DKNG), the publication adds
 
At current share prices near $27, Sonos trades at a market cap of $3.50 billion. After we net off the $754.4 million of cash on the company's most recent balance sheet, Sonos' resulting enterprise value is $2.75 billion.

Meanwhile, take a look at the company's boosted guidance for FY22:


Sonos FY22 outlook(Sonos Q4 investor presentation)
 
Deutsche Börse is what is called an "offering marketplace", or stock exchange for the trading of shares and securities, as well as a transaction services provider.

Another Stock Battle... Conservative as heck vs wild new IPO

DBOEF Deutsche Börse AG
$179.515.36(+3.08%)

VS

Dutch Bros Inc.- BROS
$51.79-4.26(-7.60%)
 
I have to say GBA is getting frustrated with Southern Copper.

The thesis is so strong:

What we are dealing with now is something called "greenflation".

What this means is that efforts to create a more sustainable and non-polluting economy cause certain prices to rise, which creates inflation. Especially Europe and North America have committed to transition to "net-zero" in the future. Even if that means dealing with higher inflation that is almost impossible to combat for central banks.

One example of greenflation on copper is electric mobility ("EVs"). A conventional ICE vehicle includes roughly 18-49 pounds of copper. A plug-in hybrid vehicle has roughly 132 pounds of copper. A battery-electric vehicle has roughly 183 pounds of copper -

According to the IEA, EV adoption will grow to 61% of new vehicles by 2030. That's 8 years from now.



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SCCO special:

The company has the world's largest copper reserves. As of December 31, 2020, the company had 67.7 million tons of reserves. Freeport McMoRan (FCX) came in second at 51.3 MT. Copper, in this case, is SCCO's core market, responsible for 84% of its sales. Zinc and silver, for example, account for 3% of total sales, each.

The company produces in Mexico and Peru, where it runs both open pit and underground mines as well as smelters and refineries, which is important, because this way, it controls the entire early stage of the copper supply chain, which takes away a lot of risks and makes SCCO attractive.

SCCO is also one of the most efficient producers. In 2020, it cost just $0.69 to produce a pound of copper. This was caused by fully integrated low-cost operations that provide affordable expansions, maintenance, safety, and more. However, as of 4Q21, these costs have increased to $0.76.
 
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