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Surly #Stonks

Wally Fairway

By Wally Fairway
in Business and Markets

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Hank_Hill
Hank_Hill

Haven't mentioned it because didn't need naysayers because it is stupid, but I'm a med student doing this almost purely on my student loans while they're at zero interest. I've made +$20k since Decemb

Hank_Hill
Hank_Hill

The real treasure is the friends we make along the way

BradInATX
BradInATX

As long as 700% APR payday loans exist, you can fuck right off with "protecting people from themselves".

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Trey3216

Trey3216 15367

Posted
Posted
18 minutes ago, 0xdeadbeef said:

Almost 95% of my portfolio is in AI and semiconductor stocks and ETFs.   My way of diversifying is I just I bought a small amount of IBRX at $6.9092.  

Show me what you got.

Let's see if it can out grow NVDA.

 

 

I doubt NVDA can 20x from $3tn in the next few years 

I’ve got my now 40k shares at a GTC of $50 so they can’t be borrowed.   

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0xdeadbeef

0xdeadbeef 1652

Posted
Posted (edited)
1 hour ago, Trey3216 said:

I doubt NVDA can 20x from $3tn in the next few years 

True, but a company like IBRX could hit it big, flounder in testing purgatory, or go out of business.  Two of those paths won't surpass NVDA returns.  Let's hope for the change-the-world cancer cure.

 

 

 

 

Edited by 0xdeadbeef
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Coelenterate Fuccboi

Coelenterate Fuccboi 13119

Posted
Posted
14 hours ago, 3adays said:

Anyone in here own CYBL? I pretty sure I bought it based off this thread and had totally forgotten I had it. It has been on a nice little run lately and I was curious if anyone knew why. 

Most stocks in that price range run because they need to dump more shares (dilution). Typically, they are out of money and generate momentum to get people to buy, thinking it’s going to the moon. I don’t know any specifics on this particular ticker.

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Blotto

Blotto 23580

Posted
Posted
2 hours ago, WBT said:

Knew it was a stonk

Always a good sign when your auditor says "fuck this shit, I'm out" 

And speaking of stonks, I see CVNA is up 20% after their earnings release. If the after hours move holds up, they will open up tomorrow with a market cap approximately the same size as GM (and larger than Ford). They made $140M in profit this quarter. GM just reported $3B in profit. How many fucking cars do people expect them to sell at a 4% margin in the future to justify that valuation? But Ive been thinking that about CVNA for a while now, and it shows no signs of sanity returning. Will be up about 25X in the last year and a half.  

image.png.a6222f0e717665af2e6e38d5519d48fd.png

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Hammerin Hank

Hammerin Hank 1227

Posted
Posted
On 10/27/2024 at 8:23 AM, 3adays said:

Anyone in here own CYBL? I pretty sure I bought it based off this thread and had totally forgotten I had it. It has been on a nice little run lately and I was curious if anyone knew why. 

I own CYBL. It had been tagged with the caveat emptor label for a while. When that got lifted it ran up to about .01. Then they announced a $22 million contract with the government, and it ran up to .02.  It has since settled back to around a penny. Hopefully they get a few more contracts, and it goes on another run. I’m in for 300,000 shares at .002 so nothing major, but it’s nice to be in the green again.

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Incredulity

Incredulity 11683

Posted
Posted

Two retired business men are chatting at a tropical beach bar.

One says to the other, “when my widget factory burnt down I didn’t rebuild took the insurance payment and retired”.

Second says, “ oh, my I did the exact same thing when my widget factory was destroyed by a tornado.”

First business man sits quietly for a moment with a confused look on his face and then asks, “how do you start a tornado?”

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Harrison Stafford

Harrison Stafford 3336

Posted
Posted

Last Friday premarket, Energy Fuels (UUUU) reported a miss with Q3 earnings and the stock dropped from $6.05 to a low Monday of $5.36.   UUUU has recovered currently trading at $6.28.  UUUU continues to actively expand their facilities increasing capacity to produce more uranium, rare earths, and medical Isotopes in 2025 while sitting on supplies of finished uranium and vanadium waiting for uranium prices to go up. They have plenty of cash ($1.21/sh, $234 million) and no debt.

Yesterday, EOSE reported a miss with Q3 earnings due to temporary supply chain issues and the stock dropped from $3.20 to $2.26.  EOSE has recovered some currently trading at $2.85 (blessed are the dip buyers).  No one expected them to be profitable yet.  This is a 2025 story.

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Harrison Stafford

Harrison Stafford 3336

Posted
Posted

Governor Abbott, PUCT Release Texas Advanced Nuclear Reactor Working Group Report

November 18, 2024 | Austin, Texas | Press Release

Governor Greg Abbott and the Public Utility Commission of Texas (PUCT) today announced the release of the Texas Advanced Nuclear Reactor Working Group’s final report on Texas’ plan to build a world-leading advanced nuclear power industry to enhance electric reliability and energy security, promote economic development, and unleash new opportunities for the growing Texas workforce.
 
“Texas is the energy capital of the world, and we are ready to be No. 1 in advanced nuclear power,” said Governor Abbott. “By utilizing advanced nuclear energy, Texas will enhance the reliability of the state grid and provide affordable, dispatchable power to Texans across the state. I thank Public Utility Commissioner Jimmy Glotfelty and the members of the Texas Advanced Nuclear Reactor Working Group for working tirelessly to put Texas on the path to be the global leader in advanced nuclear power. As we build an advanced nuclear industry in our great state, we will ensure Texas remains a leader in energy and strengthen the Texas grid to meet the demands of our growing state.”
 
“Texas has long been the energy capital of the world, and today we have an incredible opportunity to build a world-leading advanced nuclear industry that will deliver safe, reliable power for generations to come,” PUCT Commissioner Jimmy Glotfelty said. “I want to thank the Governor for his direction on this important issue and the many people who dedicated their time and expertise to this work. The economic and policy recommendations we’ve outlined will inspire swift action and help Texas become the leader in advanced nuclear energy.” 
 
In August 2023, Governor Abbott directed the PUCT to form a working group to study and plan for the use of advanced nuclear reactors in Texas. Over the past year, the working group developed key recommendations and strategies to position Texas as No. 1 in the advanced nuclear industry.

———————————————————————————————————————————————————————————————————————————————

UUUU +.65 to $7.29.  Looking hard at additional uranium exposure with UEC (+.86 to $8.28) which is headquartered in Corpus Christi.

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KYHorn

KYHorn 17195

Posted
Posted
2 hours ago, MonkeyDoughnut said:

Could be day with more movement... sitting right at $5 currently

Key quote from the article:

This significant milestone underscores the potential of ANKTIVA to provide durable responses in patients with limited treatment options. The QUILT 3.032 study is a single-arm, multicenter trial evaluating the safety and efficacy of ANKTIVA plus BCG in patients with BCG-unresponsive NMIBC CIS. The observed 71% CR rate aligns with previous findings reported in the New England Journal of Medicine (NEJM Evidence, Chamie 2022) and reinforces the therapeutic promise of this combination therapy.

“We are encouraged by the consistent complete response rates observed in our expanded patient cohort,” said Patrick Soon-Shiong, M.D., Executive Chairman and Global Chief Scientific and Medical Officer of ImmunityBio. “These results highlight the potential of ANKTIVA to transform the treatment landscape for patients with BCG-unresponsive NMIBC CIS, offering hope for improved outcomes and cystectomy avoidance, especially with the prolonged duration of response now ranging as much as 54 months in this 100-patient analysis. Duration of complete response is the key efficacy element in driving cystectomy avoidance in this BCG-unresponsive population. I am pleased that this updated ANKTIVA data confirms that one of the highest durable responses is achieved when compared to other approved products in this indication.”

The QUILT 3.032 study continues to monitor patients to assess the durability of responses and overall survival outcomes. ImmunityBio remains committed to advancing innovative immunotherapies that harness the body's immune system to combat cancer.

https://www.crweworld.com/article/news-provided-by-business-wire/3533364/immunitybio-completes-anktivas-post-approval-enrollment-of-the-100th-patient-in-bcg-unresponsive-nmibc-cis-trial-and-reports-a-complete-response-rate-of-71-with-a-durable-duration-of-response-ranging-up-to-54-months#google_vignette

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Trey3216

Trey3216 15367

Posted
Posted
1 hour ago, KYHorn said:

Key quote from the article:

This significant milestone underscores the potential of ANKTIVA to provide durable responses in patients with limited treatment options. The QUILT 3.032 study is a single-arm, multicenter trial evaluating the safety and efficacy of ANKTIVA plus BCG in patients with BCG-unresponsive NMIBC CIS. The observed 71% CR rate aligns with previous findings reported in the New England Journal of Medicine (NEJM Evidence, Chamie 2022) and reinforces the therapeutic promise of this combination therapy.

“We are encouraged by the consistent complete response rates observed in our expanded patient cohort,” said Patrick Soon-Shiong, M.D., Executive Chairman and Global Chief Scientific and Medical Officer of ImmunityBio. “These results highlight the potential of ANKTIVA to transform the treatment landscape for patients with BCG-unresponsive NMIBC CIS, offering hope for improved outcomes and cystectomy avoidance, especially with the prolonged duration of response now ranging as much as 54 months in this 100-patient analysis. Duration of complete response is the key efficacy element in driving cystectomy avoidance in this BCG-unresponsive population. I am pleased that this updated ANKTIVA data confirms that one of the highest durable responses is achieved when compared to other approved products in this indication.”

The QUILT 3.032 study continues to monitor patients to assess the durability of responses and overall survival outcomes. ImmunityBio remains committed to advancing innovative immunotherapies that harness the body's immune system to combat cancer.

https://www.crweworld.com/article/news-provided-by-business-wire/3533364/immunitybio-completes-anktivas-post-approval-enrollment-of-the-100th-patient-in-bcg-unresponsive-nmibc-cis-trial-and-reports-a-complete-response-rate-of-71-with-a-durable-duration-of-response-ranging-up-to-54-months#google_vignette

Also read some of PSS' comments about a trial they did on folks with elevated PSA levels....6 weeks in and PSA levels were dropping to near zero.   They get a full trial and approval for that.....

 

200w.gif?cid=6c09b952wu9gz2nafey38odg791

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52-80

52-80 19261

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Fuckkk. I bought a buy-write on SMCI when it got destroyed from news report of accounting irregularity. 

Got in at $23 on the stock, sold covered call at $26 strike expiring this week for $2.74 premium, so max profit is ((26-23)+2.74) = $5.74 per share

Fucking SMCI blasted to $38 today. Profit could have been $15 per share. 😫

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Wally Fairway

Wally Fairway 5587

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3 minutes ago, 52-80 said:

Fuckkk. I bought a buy-write on SMCI when it got destroyed from news report of accounting irregularity. 

Got in at $23 on the stock, sold covered call at $26 strike expiring this week for $2.74 premium, so max profit is ((26-23)+2.74) = $5.74 per share

Fucking SMCI blasted to $38 today. Profit could have been $15 per share. 😫

This is the way!

Celebrate your victories, while being pissed about what could have been

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Slacks

Slacks 6864

Posted
Posted
3 hours ago, 52-80 said:

My 2 bags fumbled this year: palantir and smci. Before that, riding zuckerbook from 100 to 200 and the fuckers at 5-something now. 

F SMCI. 

I bought that shit, got a small bump then "Accounting irregularities" and I stopped out.

Now it's back. F That.

3 hours ago, 52-80 said:

FTR Im in on Target at 123. Giving it 6 months to return to 150s

IMG_9018.jpeg

They'll bounce through the holidays, but the struggle appears to be real.

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Harrison Stafford

Harrison Stafford 3336

Posted
Posted

 

Black Mass To Rescue EV Battery Supply Chain

 
The EV battery supply chain has been quite a headache for automakers. The materials that go into EV batteries are mined from the Earth, dragging the heavy baggage of environmental and cultural destruction as well as human rights abuses and conflict issues. Recycling provides at least a partial solution, if only recyclers could figure out an economical way to extract cobalt, nickel, manganese, and lithium from spent batteries…oh, wait, here comes black mass.
 

EV Battery Recycling & Black Mass

CleanTechnica’s Jo Borras spotted the black mass angle last year, when he featured the Canadian EV battery recycling startup RecycLiCo in a pair of articles. The idea is to strip out the plastics, aluminum, and other non-essential materials from an EV battery and render the remainder into a shiny, metallic powder, which for lack of a better name is commonly referred to as black mass. Not to be confused with another product of EV battery recycling called black powder, black mass contains cobalt, nickel, manganese, and lithium.

The next step is to extract the valuable materials and use them to make cathodes for new EV batteries. As described by Borras, the process enables RecycLiCo to recover almost all of the cobalt, nickel, and manganese for recycling into cathode active material for new EV batteries. Lithium is also recovered in the process.

When the topic of recycling comes up, the big question is whether or not second-use applications perform as well as virgin materials. RecycLiCo has the answer: yes. Independent tests confirm that lithium-ion battery cells made with RecycLiCo’s high performance materials matched the performance of cells made with virgin materials on purity and other key parameters.

Black Mass Is On The Move

As of last year RecycLiCo had a demonstration facility to its credit. The company was also working towards a full-scale EV battery recycling facility in Taiwan with Zenith Chemical Corporation, and it has not let the grass grow under its feet.

In July of this year, the company announced that its Stage 1 shredding facility at the Taiwan site was already up and running in June. In August, they also announced that the Taiwan venture reached a key milestone in the design phase, leading to the start of construction within the next several months.

Meanwhile, in July the company was awarded a European patent for its EV battery recycling system, joining the US, South Korea, Japan, China, India, Australia, and Canada for a total of 16 global patents in all.
—————————————————————————————————————————————————————————————

An article yesterday from Cleantechnica.com mentioning AMYZF.

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NYTransplant

NYTransplant 148

Posted
Posted
On 11/26/2024 at 9:21 AM, Harrison Stafford said:

 

 

Black Mass To Rescue EV Battery Supply Chain

 
The EV battery supply chain has been quite a headache for automakers. The materials that go into EV batteries are mined from the Earth, dragging the heavy baggage of environmental and cultural destruction as well as human rights abuses and conflict issues. Recycling provides at least a partial solution, if only recyclers could figure out an economical way to extract cobalt, nickel, manganese, and lithium from spent batteries…oh, wait, here comes black mass.
 

EV Battery Recycling & Black Mass

CleanTechnica’s Jo Borras spotted the black mass angle last year, when he featured the Canadian EV battery recycling startup RecycLiCo in a pair of articles. The idea is to strip out the plastics, aluminum, and other non-essential materials from an EV battery and render the remainder into a shiny, metallic powder, which for lack of a better name is commonly referred to as black mass. Not to be confused with another product of EV battery recycling called black powder, black mass contains cobalt, nickel, manganese, and lithium.

The next step is to extract the valuable materials and use them to make cathodes for new EV batteries. As described by Borras, the process enables RecycLiCo to recover almost all of the cobalt, nickel, and manganese for recycling into cathode active material for new EV batteries. Lithium is also recovered in the process.

When the topic of recycling comes up, the big question is whether or not second-use applications perform as well as virgin materials. RecycLiCo has the answer: yes. Independent tests confirm that lithium-ion battery cells made with RecycLiCo’s high performance materials matched the performance of cells made with virgin materials on purity and other key parameters.

Black Mass Is On The Move

As of last year RecycLiCo had a demonstration facility to its credit. The company was also working towards a full-scale EV battery recycling facility in Taiwan with Zenith Chemical Corporation, and it has not let the grass grow under its feet.

In July of this year, the company announced that its Stage 1 shredding facility at the Taiwan site was already up and running in June. In August, they also announced that the Taiwan venture reached a key milestone in the design phase, leading to the start of construction within the next several months.

Meanwhile, in July the company was awarded a European patent for its EV battery recycling system, joining the US, South Korea, Japan, China, India, Australia, and Canada for a total of 16 global patents in all.
—————————————————————————————————————————————————————————————

An article yesterday from Cleantechnica.com mentioning AMYZF.

So, sell it all today?

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Blotto

Blotto 23580

Posted
Posted
On 11/25/2024 at 8:27 PM, KYHorn said:

Not really sure why, but it's up 80% over the last month 

Its so thinly traded I wouldn't read much into it. For the month of November, there's been approx 3.5M shares traded with a total transaction volume of ~$260K. Even for a conpany with  a market cap of $30M thats basically noise. 

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