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KeysPhoneWallet

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Everything posted by KeysPhoneWallet

  1. It’s full of uncertainty but clf checks a lot of boxes for me. Also I bought 1/23 calls when the stock was like $22.50 so I’m fairly confident they’ll perform well over the next 12 months, I got time is what I’m saying. Lower p/e than other companies Chad ceo that is going to improve the balance sheet by paying off debt. Demand booming, Supply constrained, and China is fundamentally changing their role in global steel, so the macro is right Mostly fixed expenses so the company prints money when hrc >$600, and I believe new “normal” hrc will be >=$1200 so the long term models are consistently understating which means it will continue to print earnings and the long term DCF valuations are understated Company takes care of its people and has a quality product I believe inflation is a problem and companies that make money during inflationary periods will eventually be rewarded. Sent from my iPhone using Tapatalk Pro
  2. I bought some 1/23 calls when it dipped to 22.5 a couple of weeks ago so I’m still in. It’s hard to believe a company that may earn their entire market cap by 1/22, supplies 1/3 of the us auto’s steel needs , and will have zero net debt by that point is going to go down from here because he named his son cfo, is he unqualified? Sent from my iPhone using Tapatalk Pro
  3. On tapa every time I try to refresh the unread or timeline view I get a memory allocation error. What’s up with that? I can’t find any cache to clear. Fuck Sent from my iPhone using Tapatalk Pro
  4. Weed Sent from my iPhone using Tapatalk Pro
  5. My account is with one broker but I have an old Rh account I use just to check my watchlists, that way I don’t have to see my positions just to see what’s going on…it’s working pretty well… Sent from my iPhone using Tapatalk Pro
  6. My 1/22 17.5c ibrx call sucks. My 1/22 15c uuuu calls suck. These suck. I sold my clf calls last week when it was doing good. Missed the top a bit but holding cash hoping to buy some spy calls in this dip. I figure tomorrow will be red too, but I’m too scared to buy a put. Hoping to buy tomorrow eod. We’ll see. Sent from my iPhone using Tapatalk Pro
  7. Uuuu is in a good spot if the spot of u goes up. But I haven’t seen the spot of u going up yet. So it may be better to buy shares and forget about em. Sent from my iPhone using Tapatalk Pro
  8. Me too. Get rid of him. Let Rodgers be a player coach Sent from my iPhone using Tapatalk Pro
  9. I’d like Aaron Rodgers to spurn the pack and come to Dallas. Sent from my iPhone using Tapatalk Pro
  10. Wait, so you mean to tell me… (1) Connor Williams is looking good playing backup center??? Lol (2) randy Gregory smokes a pack of cigarettes a day, has never really played bc of suspension, and was named to the team’s “leadership council” ??? Lol (3) deshaun Watson has 10s upon 10s of women saying he did what against them?? Sent from my iPhone using Tapatalk Pro
  11. Clf Looking good for you! Sent from my iPhone using Tapatalk Pro
  12. I think tech tcu osu and Iowa at have been fun teams to play. Not as much fun as new teams. Kinda feel bad for tech.
  13. Fify Sent from my iPhone using Tapatalk Pro
  14. I don’t see og being shown the door for jimbo. One of the best parts of this not being discussed is all of the new much more bad ass road games that we’ll get to go to. No more Ames, Lubbock, Lawrence. Going to new joints to play these teams will be a lot of fun. The aggy tears are very rejuvenating Sent from my iPhone using Tapatalk Pro
  15. The way this is impacting aggy makes it absolutely beautiful. The football will be great, playing aggy again will be great, and getting to fuck their bitch feeeeeeeells so good man! Sent from my iPhone using Tapatalk Pro
  16. What is the witching shit? Sent from my iPhone using Tapatalk Pro
  17. My put has until 8/20. This shit isn’t real, it will come back to earth unless amc is our new overlord Sent from my iPhone using Tapatalk Pro
  18. I bought a put on amc at market close. This run up too much to believe Sent from my iPhone using Tapatalk Pro
  19. AMC?? Did you get out before it started reversing? Sent from my iPhone using Tapatalk Pro
  20. I bought a 1/22 17.5c on ibrx. Did I throw my money away?? Sent from my iPhone using Tapatalk Pro
  21. Here is this thing: Uranium market update, one of the biggest catalysts to date is about to be in place. To say we had an interesting few weeks in the uranium sector would be a massive understatement. We have seen new geopolitical support for nuclear power and a massive new catalyst in the form of the newly formed Sprott Uranium Trust (more on that later). There was also a new version released of the Bear Traps Report, a popular type of newsletter that in the words of John Quakes is “send to thousands of Wall Street money managers”. It is also believed that the initial run up was sparked by the sharing of a similar Bear Traps Report article around November/December of last year, sparking the first leg up with institutional capital positioning in the sector. There is \*a lot\* happening beneath the surface and the coming few months will, in my view, prove to be significant. Here is the first part of the Bear Traps Report with my own added comments as well: In 2020, six nuclear reactors were connected to the gnd. Of these, Belarus and the UAE opened their first nuclear reactors. This, despite the pandemic. We expect this trend to continue over the balance of the century. There are currently 108 planned nuclear reactors globally at various stages of the approval funding process. Different countries get different percentages from nuclear reactors, a sample: China, 4.9%; India, 3.2%, Japan, 7.5%, UK 15.6%, USA, 19.7%. The take away is that between China, the UK and the USA, alone, there is plenty of potential growth in nuclear reactor electricity supply and, of course, these countries have the financial wherewithal to fund the requisite nuclear reactors to go green should consensus so direct. Production from mining (in tonnes U) for 2019 was. 22,808 from Kazakhstan: 6,938 from Canada, 6,613 from Australia, 5,476 from Namibia, estimated 3,500 from Uzbekistan 2,983 from Russia, estimated 1,885 from China, 801 from Ukraine, and 67 from the USA Production in the U.S. has been in steady decline: 2014 = 1,919, 2015 = 1,256, 2016 = 1,125, 2017 = 940, 2018 = 582, 2019 = 67. The main takeaway here is there is a seemingly strong geopolitical risk component to Uranium supply. U.S. production has essentially evaporated, an extremely bullish fact for forward Uranium pricing given Biden's pro-nuclear stance. Production of Uranium concentrate in the U.S. has fallen steeply and steadily (pounds U308): 2,422,789 for 2017, 1,446,496 for 2018, 173,875 for 2019. In the first quarter of 2020-8,989 vs 58,481 in first quarter 2019 vs 226,780 first quarter 2018 and 450,215 first quarter of 2017. Overall, nuclear power provides about 11% of global electricity output. Demand grows alapually in the single digits. Because of low prices, global Uranium supply is down 25%. If prices double, mines will reopen and consolidate. If the U.S. alone decides to go big on nuclear prices will at least double. And assuming prices double, supply will be adequate to power U.S. nuclear ambitions. It goes both ways. The U.S. produces but 7% of its own demand, with 93% dependent on imports. "For strategic issues such as power supply and defense, this is not a healthy situation, and therefore the plan was made for a strategic stockpile, "Gabi Schneider, the executive director of the Namibian Uranium Institute, explains, adding it is ultimately the US's goal to expand uranium production domestically in order to shrink, or halt outright, U.S. imports of Uranium. The U.S. goverment's Uranium strategic stockpile effort passed last December is a key, and telling, first step. At the state level, legislatures have begun passing laws that set up support for nuclear reactors. This represents a big shift from half a century ago. The Biden administration is pro-nuclear power. China's nuclear reactor capacity is set to grow from 46 GWe in 2020 to 108 GWe by 2030. We expect ground to be broken for nuclear reactors over the balance of this decade in Uzbekistan, Kazakhstan and Poland. Projects have begun in Turkey, Bangladesh and Egypt. So it's not just a question of the wealthiest countries jumping in. Consensus thought on Uranium has been remarkably stupid, missing the supply cuts, missing the 5x move in conversion prices (UF6), missing the 40% rise in SWU (enrichment) prices, and missing the recent run up in spot prices (U308). Basically, consensus can't even think one step ahead when it comes to basic economics. It didn't occur to them that money losing mines would be shut down. The US needs to guarantee greater uranium supply. For that it needs U.S. mines to reopen and consolidate. For that Uranium prices have to double. The new U.S. Uranium stockpile could prove a key component to that price shift. Uranium just entered supply deficit Kazakhstan's Uranium production forecast is for its Uranium production to peak next year and to go into serious decline post 2030. ​ All of this comes down to one simple fact, it is that we are running out of time for uranium prices to get going and the longer this doesn’t happen, the higher the eventual price overshoot to try and make up for a decade of lost capex investments and exploration. If utilities come to the table within the next 12 months, some form of price control can be asserted and perhaps a slower run up into a price of roughly 60-65 dollars with a small overshoot to around 80 dollars by 2024 might be the most probable scenario. If they don’t though, we might be looking at triple digit uranium once more. One massive new catalyst that was brought to the table recently was the fact the coming into existence of the Sprott Uranium Trust. The bear traps report names 9 reasons why this will likely have significant implications for the broad uranium market: Uranium Participation Corp was a company that was buying U and sitting on it, the original yellow cake. The market will now have daily price discovery and a retail / family office / small asset manager speculation vehicle. This is a game changer. Now we have a new team taking over (Sprott). Very bullish for uranium. Why? Here is why: 1. We are getting a U.S. listed vehicle with a physical redemption Like a GLD for uranium. Look at PSLV and PHYS, equivalent. 2. A new mechanism for retail, institutional. An at the market facility. Technically a closed end fund, NOT a GLD. 3. Pounds come in, don't go out. They could do a buyback if the market provides that opportunity. 4. Uranium Participation Corp is tough to buy, pink sheet. Many online brokers didn’t offer it, but now there will be a new liquidity vehicle that is far more widely available. 5. Management transition from Denison to Sprott. Think Industry player to real asset mgr. 6. When there is large premium new buyers are vulnerable. This has suppressed upside momentum NOW there is a liquid vehicle, large buyers can come in with a liquidity work out. 7. Next, Sprott does a big offering to bring in new pounds into the fund. There was too much inventory of uranium in the system, this vehicle will eliminate this problem. New size buyers of the fund will quickly translate into spot buying! 8. Think CME and oil this could be a new real franchise /a liquidity central facility 9. Management take over might take 2/3 months. Then the premium U Part will come in, was 16% today in a month or so Dan Loeb can come in and buy $100m without the premium risk pounds will permanently be removed from the mkt NOT an ETF, it’s a closed end fund. A discount may develop in the shares but new buyers are in a much better spot. ​ That marks the end of this uranium market update and I hope you enjoyed the read. With so much happening both in front as well as behind the scenes, hopefully I can be of aid to help you traverse this opaque market in the best way possible. We are at the foot of what will undoubtably prove to be a generational event, but it will be an extremely volatile and wild market all the way up and eventually down as well. If you got any questions or comments, my dm’s are always open. As always I wish you all a good and healthy rest of your day and good luck out there in the markets, cheers! Sent from my iPhone using Tapatalk Pro
  22. Lol of course. Don’t know how this shit happens but it always seems obvious in hindsight. Sent from my iPhone using Tapatalk Pro
  23. I haven’t been following football closely in a bit so some of these may be dumb questions but, I was pissed when Denver took surtain, that would have been an amazing get for Dallas. I don’t know what to make of Micah, did he sit out due to covid? Does he have injury history? I though jaylon got screwed by the change to Nolan’s scheme, are we still doing that ? Nolan seemed like he sucked. Live has spinal stenosis ? I hadn’t heard that , I thought he just had some neck injury during the season. Is he done?
  24. Is my xom a hold??? Sent from my iPhone using Tapatalk Pro
  25. Steel giving me some indigestion but it all seems to be playing out but for the stock prices. I think it’s still a hold. China news was great. All the cards seem great. I’m currently in on clf and x. Sent from my iPhone using Tapatalk Pro
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