Ideas For Now-

stonedinvestor said:
Ladies and gentlemen I have a few ideas and many questions. Hopefully we can hash this out together.

During this big crash I have only bought three stocks: Sanofy, La Jola Pharm & Atlas Air World Wide.

The argument for all 3:

LJPC-- La Jolla has a drug that is used for Septic Shock. This is one of the many possible outcomes of having Covid. It's not near as sexy as an anti viral or a cure.. but they have been granted emergency use all over the world and I am of the mind that whenever earnings come they are going to be very improved. There is a delicate line herewith the Covid stocks-- even if you come up with an answer there will be such pressure not to price gouge. So taking on a symptom... like septic shock and coming through the back door with a La Jolla is a nice way of getting in on the action without a spotlight on your companies morals. I bought at just over $6 this stock has not gone anywhere... currently $6.88.

2 months ago LJPC reported earnings... Next one should be very much higher... The drug in question is called GIAPREZA.

SNY-- I believe in the pharma space you can find safe income. This may be one of the very few areas of the market that will not cut their dividends. I do not like the president but I have been on the side of SNY's Hydroxychloroquine.

SNY div = 3.5%. Sanofy is also going to be a vaccine player in all of this, they have European exposure and sales in dollars should translate well as the dollar is strong. I did not purchase this much lower $43-$44 range. SNY is now $ 51.

Atlas Air-- I did some good research and found insider buying and I added that to the concept that they are still flying because it's cargo and in fact they are carrying a lot of Amazon merch. Ontop of that the price of fuel has cratered. It's rare you can find an investment that clicks on all levels like that especially in a pandemic. I bought at $23 and the stk is now $29.

Granted I could of bought a whole slew of Zoom like tech plays that I had on my watch list and made a lot more but I was and still am scared. I'm the tip toe kid here...

So what now? Well I Am Looking At Biocryst. BCRX. For today.

Updates shortly.... ~stoney
More...
 
stonedinvestor said:
YOU WANT LIGHTS!!!!
More...

Stoney I've got one for ya.

You're gonna like it.

The CEO has been buying stock hand over foot in the $3 range.
Like 170,000 shares in the last week or so.

Best part, its right up your alley.

Sports betting.

We need to do lots of research. I have no opinion yet, other than those Form-4's.

Check out the website and see what you think.

https://elysgame.com/

$ELYS

Of course jumped 17% today... $3.30

No rush to get in. It looks interesting though.

Look at all these damn Form-4's.

https://www.sec.gov/cgi-bin/browse-...01080319&owner=include&count=40&hidefilings=0

Those are all open market buys.


upload_2020-12-4_22-11-57.jpeg
 
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There's something to be said when a CEO keeps buying on the way up.

Look at this:

upload_2020-12-4_22-30-9.jpeg



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So he's buying at $1.60ish, $2.10ish, and $3.

Hmmmm.

I remain reticent.
He already owns 4.4M shares.

Its a great way to pump your own stock.
Those kind of purchases light up lots of scanners and then the herd jumps in.
Lots of mania right now.

Like I said... no hurry on this one.
Ol' Guido here might be pulling a fast one.
Why buy 170K shares when you already own 4.4M?
(But that's just the street kid in VZ thinking out loud as always.)
 
Van I believe it is a she does that change your thinking?
Michele <- I think that's a girls name. ELYS Let me look into it.....

I've been doing detective work myself Van & I have been looking at RMG.

WHAT I KNOW-- RMG is a SPAC. There I said it. Way back in OCT they agreed to sign up a battery maker I believe the name was Romeo... then dead silence it was supposed to close in Q4.

This battery maker is real and has contracts! The SPAC sent out a mysterious letter in NOV--
RMG Acquisition Corp. (the "Company") announced that the close of business on Tuesday, December 1, 2020, has been set as the record date for the determination of stockholders eligible to receive the proxy and vote at the special meeting to be held to consider and approve the previously announced merger with Romeo Systems, Inc., a Delaware corporation ("Romeo Power").

On October 5, 2020, Romeo Power and the Company announced a definitive agreement for a business combination that would result in Romeo Power becoming a publicly listed company.

A proxy statement, once final, will be mailed together with a proxy card to the Company’s stockholders. The final proxy statement will include the date, time and location of the special meeting....

Talk about secrecy! And then this letter shall self destruct....

So Friday at about 1:00 it's a sleepy $16 stock and then WHAM straight up into the cloe? Why?
Finished UP 20% at $18.34 WTF!

No news other than votes maybe being tabulated behind the scenes-- who would vote no!

Oh and Vol 4 X Normal!

Romeo Power Secures $234 Million Multi-Year Production Contract with Lion Electric
23ab2bd76f8723a7a369b3b80e60876b

November 17, 2020


Romeo Systems, Inc. ("Romeo Power"), a leader in designing and manufacturing lithium-ion battery modules and packs for commercial electric vehicles, has secured another large production contract with a commercial vehicle leader. Romeo Power announced today that it has secured a multi-year production contract with The Lion Electric Co. ("Lion Electric"), a leading OEM in North American electric commercial transportation. The contract is expected to generate $234 million in revenue for Romeo Power over a five-year period beginning in 2021. The contract spans across Lion Electric’s fleet of all-electric class 6-8 commercial urban trucks and all-electric buses.

So the to be merged company is hitting it out the park!

So my guess is a closing announcement is eminent and the question is Do These Stocks Keep Going Up after they close their deals.. or do the SPAC investors keep jumping to new ideas...

This one appears to have some real muscle behind it. I am not a believer in the electric cars--
However I like the truck, bus angle very much!!! ~si
 
Chow baby! Or is it Ciao! Your gaming company is Italian!

You might be surprised to learn the real name of the company is Newgioco. THAT was not going to work!

These guys are trying to come to N America but they are in over their head. I would stay away from this.~si
 
Arnie said:
ARNC breaking out. I put some of this in wife's 401K yesterday.
A bunch of stocks in this sector (metal fabrication) breaking out.

ATI
CRS
HAYN
MEC
RYI
VMI
More...


CRS used to be such a monster in the old days. -- It can move like a tech stock.
 
This is a very good interview by David Faber with Skillz CEO.
Personally I think these games are stupid and addictive. This company has had a huge bump because of the pandemic but really a bunch of hopped up sourdough eating fools playing these weird games it doesn't seem as serious as Sports Wagering. BUT There's real money here folks!
and these guys have subscription model to some extent... WATCH

I like the name Skillz and I like the new symbol which will be a play off the name...
FEAC Flying Eagle.... You guys know this one has been haunting me for 120 pages here....
Again, I liked the name.

 
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