USA Stocks discussion - Part 3

[stanlawj]

We have entered the gap up explosive stage.
Amir Adnani, CEO of UEC who lived through the 2006-2007 uranium crack up boom:



TRANSLATION: Sit tight, let the price work its way up by itself in this new phase.

Small cap US tech stock: LWLG breaks out of consolidation range.

In the commodities market, the LME Nickel blow-up and trade cancellations reveal this fundamental truth:
you cannot win against the house by playing with the house. You must take physical delivery for the commodity, play outside the house. So buying GLD, SLV, gold certificates, XAUUSD, XAGUSD in forex broker is a futile exercise. Stop buying them and only buy physical & take delivery.
https://www.wsj.com/articles/the-mo...p6fu3unnvsq&reflink=desktopwebshare_permalink

 

[churnmaster]

We have entered the gap up explosive stage.
Amir Adnani, CEO of UEC who lived through the 2006-2007 uranium crack up boom:



TRANSLATION: Sit tight, let the price work its way up by itself in this new phase.

Small cap US tech stock: LWLG breaks out of consolidation range.

In the commodities market, the LME Nickel blow-up and trade cancellations reveal this fundamental truth:
you cannot win against the house by playing with the house. You must take physical delivery for the commodity, play outside the house. So buying GLD, SLV, gold certificates, XAUUSD, XAGUSD in forex broker is a futile exercise. Stop buying them and only buy physical & take delivery.
https://www.wsj.com/articles/the-mo...p6fu3unnvsq&reflink=desktopwebshare_permalink

Thanks for sharing.

 

[chaoprokia]

We have entered the gap up explosive stage.
Amir Adnani, CEO of UEC who lived through the 2006-2007 uranium crack up boom:



TRANSLATION: Sit tight, let the price work its way up by itself in this new phase.

Small cap US tech stock: LWLG breaks out of consolidation range.

In the commodities market, the LME Nickel blow-up and trade cancellations reveal this fundamental truth:
you cannot win against the house by playing with the house. You must take physical delivery for the commodity, play outside the house. So buying GLD, SLV, gold certificates, XAUUSD, XAGUSD in forex broker is a futile exercise. Stop buying them and only buy physical & take delivery.
https://www.wsj.com/articles/the-mo...p6fu3unnvsq&reflink=desktopwebshare_permalink

i dont understand the stocks vs uranium price. i add ur recommedation to watch list
i see 1mth ago its about 50/lbs uranium but the stock go up 50-100% which it goes to 60/lbs

how the relevants between uranium and price.

i am guessing there speculation in the uranium company which will grew but not sure will it directly translate into profit like oil and gas.

 

[stanlawj]

i dont understand the stocks vs uranium price. i add ur recommedation to watch list
i see 1mth ago its about 50/lbs uranium but the stock go up 50-100% which it goes to 60/lbs

how the relevants between uranium and price.

i am guessing there speculation in the uranium company which will grew but not sure will it directly translate into profit like oil and gas.

Neither do I know how to value the stocks. So maybe use price action/demand-supply theory on price chart. You're not the only one who does not know how to value those stocks, so we all just herd together and the effect is shown on the chart. Too expensive, the resistance zone will be created. Too cheap, the support zone will appear.

As long as the commodity price is going up... the stock valuation will go up. Once the commodity price has broken to new high, the stock future valuation now rises again, to an unknown value to be discovered. Analyst price targets are actually lagging behind. Psychology drives the price now.

 

[culepico]

i dont understand the stocks vs uranium price. i add ur recommedation to watch list
i see 1mth ago its about 50/lbs uranium but the stock go up 50-100% which it goes to 60/lbs

how the relevants between uranium and price.

i am guessing there speculation in the uranium company which will grew but not sure will it directly translate into profit like oil and gas.

Stocks tend to overshoot commodity prices in both directions. Another example is BTC miner stocks and BTC correlation. The former always overshoot the latter. The correlation is not 1:1.

I am currently holding LEU as my uranium stock as it is still lagging in the movement as compared to UEC and other uranium stocks. Also a low cap low float which I like. And it just reported mindblowing profits and is one of the only few profitable uranium companies.

 

[stanlawj]

Stocks tend to overshoot commodity prices in both directions. Another example is BTC miner stocks and BTC correlation. The former always overshoot the latter. The correlation is not 1:1.

I am currently holding LEU as my uranium stock as it is still lagging in the movement as compared to UEC and other uranium stocks. Also a low cap low float which I like. And it just reported mindblowing profits and is one of the only few profitable uranium companies.

Regarding LEU, I just went through its documents and one of it's supplier is TENEX (Russian), and doesn't list any domestic US uranium miner. This could be one of the reason it is actually lagging now. LEU is not a miner, but an enricher.

LTBR is great uranium tech company, until they screw up with their postponement of financial results. Stock price plunged.

I think it is still better to stick to companies with proven uranium deposits like DNN, UEC, URG, GLATF, UUUU, CCJ, EU (Encore Energy). Except CCJ, these are indeed speculative companies, until they can start producing revenues.

 

[culepico]

Regarding LEU, I just went through its documents and one of it's supplier is TENEX (Russian), and doesn't list any domestic US uranium miner. This could be one of the reason it is actually lagging now. LEU is not a miner, but an enricher.

LTBR is great uranium tech company, until they screw up with their postponement of financial results. Stock price plunged.

I think it is still better to stick to companies with proven uranium deposits like DNN, UEC, URG, GLATF, UUUU, CCJ, EU (Encore Energy). Except CCJ, these are indeed speculative companies, until they can start producing revenues.

It doesn't matter whether they are speculative or unprofitable companies, if the sector is hot all of them will pump. Just like in 2020 to early 2021 ARKK themed stocks are hot and unstoppable and most of them are speculative and unprofitable.

I feel that currently the hot sectors are clean energy (includes solar, hydrogen and uranium), shipping, and some commodities like metals. But be aware that these are cyclical stocks so don't be too greedy and overhold them. Soon growth tech stocks will make a comeback and that's when cyclicals go down.

 

[chaoprokia]

ic mean i only need to know if uranium is going up i just need to keep buying those stocks since it will over shoot uranium price.

 

[culepico]

I see many new faces here. I'm inviting you guys to join our HWZ stock discussion discord community. Can just talk cock there as well . Pretty fun community to be in.

https://discord.gg/Vxqp9Nq

 

[glarerder]

becoming a short term sculper nao

 

[chaoprokia]

its hard to long now when anything anytime it can be a bull trap

 

[popdod]

its hard to long now when anything anytime it can be a bull trap

This kind of high volatility period can do short swing only.

Got profits faster ciao.

 

[chaoprokia]

we see if koopa close his put today a not lol

 

[Shion]

Ukraine halts half of world's neon output for chips, clouding outlook​

https://www.channelnewsasia.com/bus...ds-neon-output-chips-clouding-outlook-2558311

 

[stanlawj]

Soon growth tech stocks will make a comeback and that's when cyclicals go down.

Your assumption is that the same conditions in the past 2009 - 2021 still exist today.

However, we now have a new political world order where: consumers do not have rights to use US products & services even though they have purchased them, so sparking a shift in mentality of half of global consumers towards domestic products and services.

So how can US "growth" tech stocks grow anymore when such tech companies performed self surgery to reduce their own markets?

Investors still working on the assumptions of past 2009 - 2020 macro conditions will be challenged to achieve the same returns as in the past. There will be a bounceback rally, but not a continuation of an uptrend anymore.

One thing for sure: non-US multi-national corporations must now develop a risk mitigation plan for US sanctions, in addition to pandemic. The plan will certainly involve diversifying away from US-controlled products and services. The shift won't happen overnight, but gradually as it takes time for demand to stimulate the domestic replacements.

 

[popdod]

Chinese ADRs stocks kanna major hit!

 

[King.Koopa]

we see if koopa close his put today a not lol

I sold for 18th march expiry. But now below strike price already . Think I jinx upstart

 

[stanlawj]

Strength of MYAGF / AYA Gold and Silver is remarkable. Channeling upwards above the 20-day EMA line, won't pull below it, now almost the same price as yesterday.

Sama sama: EQX, RGLD, SSRM, EXK

Big contrast with laosai tech stocks.

 

[stanlawj]

Stocks tend to overshoot commodity prices in both directions. Another example is BTC miner stocks and BTC correlation. The former always overshoot the latter. The correlation is not 1:1.

I am currently holding LEU as my uranium stock as it is still lagging in the movement as compared to UEC and other uranium stocks. Also a low cap low float which I like. And it just reported mindblowing profits and is one of the only few profitable uranium companies.

I hope you sold LEU... it's price reaction is negative today because of its TENEX supplier.

 

[grapewall]

Haven't seen @aiptasia posting for quite some time. Enjoy reading his articles and opinions. Please come back...