Everything posted by Harrison Stafford
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Surly #Stonks
UUUU closes +.19 to 9.92. EOSE +.30 to 6.51.
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Surly #Stonks
UUUU earnings Wednesday after the close. If you read their last few reports, it appears the next 6-12 months should show quite an acceleration in revenues and earnings. The second half of this year is already seeing an increase in uranium oxide and they have started producing pilot quantities of rare earths with a decision in next 12 months-ish to go to full commercial scale. By their estimates, if Energy Fuels has no issues in scale up from pilot to commercial, the quantities produced for some of the most important rare earths would amount to about 1/3 of the US demand. I expect the stock to be much higher as it becomes clear they are succeeding in ramp up. The vanadium market should go up with increase in domestic steel production, and the medical isotopes should follow. For a company with no appreciable debt and a few hundred mill in cash with the only functioning uranium mill in the US, I think their future looks bright. These catalysts are what I have been waiting for and have no plans to trade this in the short term if they continue on the plan they have put forward. If something changes, I might change my mind and do some option writing on a part of it. But with only 216 million shares outstanding, these guys could also be a takeover target for a larger entity and I would like to have my shares uncovered should that happen.
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Surly #Stonks
UUUU closes +.88 to 9.73. EOSE +.70 to 6.21. Thank you, may I have another?
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Tell Me About Texas a&m
🚨ARREST UPDATE: More details re: Dalton Brooks, a football player for Texas A&M University, and his hit-and-run arrest by College Station police. The incident happened on the night of Wednesday, June 25. Police say Brooks was driving a U-Haul box truck and collided with another vehicle in the intersection of Harvey Road at Highway 6. The report says Brooks told police he briefly stopped after the crash, looked in the mirror, saw the driver of the other vehicle wasn't seriously hurt, and then "proceeded to panic" and drove away. Witnesses followed Brooks and called 911, and stayed behind the U-Haul until police arrived and stopped it. Brooks said he was trying to return the U-Haul to the business. The report says there was significant damage to the U-Haul truck, including the driver's side headlight removed and hanging by wires and the bumper was dented, and both the front driver and passener airbag was deployed. The car he allegedly hit also had significant damage. The vehicle was declared a total loss with the cost being $19,191, said the report. Police said nearby cameras captured the crash on camera, and it shows Brooks leaving the scene of the wreck after it happened. Brooks is expected to be a key contributor in the Aggies' secondary this season after playing in all 13 games while making eight starts as a sophomore in 2024, finishing second on the team with 59 tackles and ranking in the top five with 5.5 tackles for loss. He posted a career-high 10 tackles in the regular-season finale against Texas and recorded at least five stops in six different games. Brooks also had one interception. Oh, silly aggy.
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corporation for public broadcasting shutting down
As we used to say back in the day, “Dick Nixon before he dicks you.”
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Israel vs everyone war thread
“There is no starvation in Gaza” - Bibi Netanyahu
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Surly #Stonks
So, you’re buying more?
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Surly #Stonks
EOSE earnings after the market closes today. Holding 15,100 shares @ 5.79.
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Surly #Stonks
Yes, IBRX has to do an efficacy trial for each cancer. They don't have to do a Phase 1 as it is already an approved drug and getting a label expansion for Anktiva's use is a bit lower bar than a brand new drug candidate....and the Quilt trials were a test on about every major cancer that hasn't had meaningful survival improvement in the past 20 years. Their website shows you where they are on each candidate. Anktiva's use as Bio-Shield has a much lower hurdle and FDA guidance as well, and it already has been granted EAP approval. Remember, checkpoint inhibitors hit receptors on lymphocytes (T-cells) to prevent cancer cells from evading them and are often given with chemo and or radiation. That leads to lymphopenia which leads to check point failure. Anktiva regenerates lymphocytes and thus rescues checkpoint inhibitors. Patrick Soon-Shiong suggests they don't even need the checkpoint inhibitors. So, yes, you could argue as @Blotto did that big pharma (and, Merck, in particular) could certainly want Anktiva, but Patrick and affiliates control 72% of IBRX. If he doesn't want to sell, then it ain't happening as long as he’s alive. Looking at his history, he owned 80% of the biotech that came up with Abraxane which resulted in him selling for over $4 billion many years ago. One more thing regarding the Merck-ImuunityBio connection. Some cancer patients are, currently, being treated with a combination of Keytruda (Merck) and Anktiva (ImmunityBio). This combination is being explored, particularly in patients with non-small cell lung cancer (NSCLC) who have not responded to previous checkpoint inhibitor therapies. The Lung-MAP clinical trial is investigating this combination as a potential treatment option.
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Surly #Stonks
UUUU spiked to 10.41 this morning. Another 52 wk high.
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Markets still falling like whoa
It’s a start.
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Israel vs everyone war thread
Yeah, buddy.
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Cool Pictures of Music Icons
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Markets still falling like whoa
Trump and the EU just reached a trade agreement. Tomorrow, we rise.
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Cool Pictures of Music Icons
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Surly #Stonks
No stop here. I’ve waited a long, damn time for UUUU to finally move and hope to bask in the glory of its continued ascent next week. Do you have a trailing stop?
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Surly #Stonks
I disagree. PSS has a lot of skin in the game indicating his strong belief in the company's future prospects. However, it takes a buyer and a seller to make a market. In the long run, somebody’s right and some body’s wrong. Holding 32,800 shrs of IBRX at a cost basis of 8.85. My money’s where my mouth is.
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Surly #Stonks
I know nothing about ALPP. I do know Patrick Soon-Shiong has put over $500,000,000 of his own money into ImmunityBio.
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Surly #Stonks
There is a road to positive cash flow and earnings. The more approvals for more indications in more locations increase the opportunity. Increases in adoption once approved grows the revenues. One advantage is that the Quilt studies showed that Anktiva showed positive effects in a variety of cancers. So, you don't have to come up with a new drug for each. It also aids in additional approvals because Anktiva is already an approved drug. Looks like this mornings revenue report was good and institutional investors putting $80 mill more into the company bodes well. The Saudis wanted the Bio-Shield to be up and ready in 90 days if I recall. We should be at that 90 day target by late August. I remember Patrick on a podcast saying they wanted to be operational in 90 days and he was headed there the next week to work on getting stuff set up.
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Surly #Stonks
I think they probably had to share some of that information with the institutional guys that were putting up the $80 million, so they needed to disclose it to everybody. It’s encouraging that since they got their J-code for billing and pricing, sales are up 246%. This was a sales and regulatory update with the 8K regarding the institutional investment. There should still be a full earnings report in a few weeks.
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RIP Hulk Hogan
We all need to say a prayer for good health and longevity for the Undertaker as he’s a huge ‘Horns fan, 60, who lives in Austin. He’s married to female wrestler, Michelle McCool, who played a significant role in getting him the necessary medical care, including several nights in the hospital and visits with cardiologists treating his AFib after WrestleMania 41. A good woman will add years to your life and the wicked witch of the west will send you to the…..undertaker.
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RIP Hulk Hogan
71 ain’t that old if you know what I mean and I think that you do.
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RIP Hulk Hogan
- Surly #Stonks
UUUU hit another 52 wk high today at 10.03.- George Kooymans of Golden Earring
Kooymans, the guitarist and co-lead singer of Dutch rock band Golden Earring, has passed away at the age of 77, after a long battle with ALS. With Radar Love (released in 1973), the band gave us, possibly, the ultimate road trip tune. - Surly #Stonks
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