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Stock Thread (8 Viewers)

Punxsutawney Phil said:
In on DWAC, dwacu, dwacw.  No idea what the difference is.  Up big so far and I thought I got in late.
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DWAC - these, when converted, will convert 1:1 to the company stock

DWACW - these are warrants.  They typically allow you to convert to the stock at $11/pop (that price may be different for this one), so they are a leveraged instrument.

DWACU - these are units.  They include both the stock and warrants.  Depends on the issue, but they will typically have 1 warrant per 3-5 units.  So 100 units will get you 100 shares and 20-33 warrants when it converts.

 
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2Squirrels1Nut said:
Somebody posted about Denison Mines and how they were up 400% which is great!  Can't find the post for the life of me.

A decade or so ago,  pre-Fukishima I owned a considerable amount myself.  When my Godson graduated from HS I bought some for him too.  A few years later my Goddaughter graduated from HS and I bought her AMZN.  I told them both to just forget about it and let the markets do the work. 

Guess which one texts me happy birthday every year.

:mellow:

:lmao:

Hope all of you U folks make a fortune.  Just can't do it again myself after the last beat down.
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I know, I'm definitely at fault for pimping yellow cake.  Fukushima really destroyed the commodity and it's languished for 10 years following.  I wouldn't touch it again either, but the intel we're getting on it is too good to pass up.  All that said, uranium makes up maybe 5% of my total portfolio holdings right now, so I'm bullish but not crazy bullish.  The only name I feel great about is UUUU and that has other metals too.

 
Harry Frogfish said:
What is the deal with BROS bros?  They've been around for like 30 years and are just now cleared for takeoff???  I know zero about them.
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I think the best part of the story is the high margins, low overhead incredible efficiency at serving the public legal drugs.  If you look at nothing else, the figure that should resonate is this:  Average ticket sale per coffee transaction at BROS is over $7/coffee.  Starbucks is around $5.  Plus, SBUX has far greater overhead.  It matters. 

 
McBokonon said:
If you missed your chance to lose money on ridiculously overpriced oat milk stock, you have a new opportunity to lose money on coconut water today. 
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I have lost a TON of dough on this stupid Oatly stock but I'm a big believer in it long term.  I don't know when it will make money, but I do believe that the future generations are moving away from dairy.  If a grown-up can enter the picture and take over management, Oatly will be a homerun.  

But that's the finality of my alt-milk/alt-whatever investing.  

 
identikit said:
Bought a slice of the future blue chipper
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Lol. It might be the worst stock pumped in a while. I’m legit shocked that it passed mustard with the supposed new SPAC rules. I mean it’s almost pure comedy. Welp, I was banned on Twitter so I’m creating a social media site and going public with that idea.

 
stbugs said:
Lol. It might be the worst stock pumped in a while. I’m legit shocked that it passed mustard with the supposed new SPAC rules. I mean it’s almost pure comedy. Welp, I was banned on Twitter so I’m creating a social media site and going public with that idea.
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Serial business failure and known pathological liar launches media company borne out of a temper tantrum via SPAC - instant moonshot.

 
identikit said:
Up 19% after hours
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I really wish this thing had options.  It's probably gonna go to either 100 or 10 and I'd just buy both calls and puts and let it go whichever way it wants.  But it's 50/50 on which way it goes.  No way I want to get stuck holding the bag but there's also no way I would ever short this thing.  If Alex Jones can convince his cult to buy DNA altering alpha male conversion pills then I am quite sure Trump's crew can be convinced to download Robinhood and click a button.

 
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The crazy thing is this probably isn't even the Trump crew buying yet.  This is just people anticipating what the Trump crew will do, mixed in with a whole bunch of shorts that got caught in a 450M volume day on a stock with only 32M float.

 
FreeBaGeL said:
The crazy thing is this probably isn't even the Trump crew buying yet.  This is just people anticipating what the Trump crew will do, mixed in with a whole bunch of shorts that got caught in a 450M volume day on a stock with only 32M float.
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Bought @ $45.12

Sold @ $57

 
Should.have bought more at $41 before the bell :kicksrock:

I'm probably going to pull the trigger on a little more before my extended trading ends at 8.  When all those blue collar guys get their pay checks tonight at 12:00 am, they are going to be itching to "invest" in Trump.  

 
Swaymoney said:
What is the true expectation for UUUU?

I saw that this stock has taken dramatically since 2007 when it was over $230 a share. It hit $70 again in 2011. Now around $8 and change. 
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"I don't know" is an honest answer.  You've highlighted two key points in time, however.  2007 saw uranium climax at $136/Lb.  Stocks followed.  The price then declined sharply as new supply came to market.  

In 2011, uranium prices were climbing once again and hit close to $75lLb before a tsunami hit off the coast of Japan and took out the Fukushima reactor.  Prices fell apart as Japan took all their nuclear power plants off line and flooded the market with uranium supply they no longer needed.  

So now what?  What's happening?  Well, for one, investors are back and in a big big way.  Two, uranium miners were hit hard by Covid, so supply took a dip.  Three, Japanese reactors are coming back and the world is embracing nuclear again because the world is paying way more attention to climate change.  Nuclear - as dangerous as it can be - is also the cleanest way to produce energy.  It matters.

Sooooooo..........with uranium spot price at $47 today and UUU at $8 I could make an argument that a double in spot price means a triple in the stock price.  And I think that would be conservative.  It's a real company with real value.  Unlike URG which is a joke of a company but will also do well with U on the hop.  I'll say this:. $25 by Jan 1.  There.  I said it. 

 
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General Malaise said:
"I don't know" is an honest answer.  You've highlighted to key points in time, however.  2007 saw uranium climax at $136/Lb.  Stocks followed.  The price then declined sharply as new supply came to market.  

In 2011, uranium prices were climbing once again and hit close to $75lLb before a tsunami hit off the coast of Japan and took our the Fukushima reactor.  Prices fell apart as Japan took all their nuclear power plants off line and flooded the market with uranium supply they no longer needed.  

So now what?  What's happening?  Well, for one, investors are back and in a big big way.  Two, uranium miners were hit hard by Covid, so supply took a dip.  Three, Japanese reactors are coming back and the world is embracing nuclear again because the world is paying way more attention to climate change.  Nuclear - as dangerous as it can be - is also the cleanest way to produce energy.  It matters.

Sooooooo..........with uranium spot price at $47 today and UUU at $8 I could make an argument that a double in spot price means a triple in the stock price.  And I think that would be conservative.  It's a real company with real value.  Unlike URG which is a joke of a company but will also do well with U on the hop.  I'll say this:. $25 by Jan 1.  There.  I said it. 
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Do you need to temper that price by UUUU's Uranium sector exposure vs. other commodities they are in?

 
BassNBrew said:
Do you need to temper that price by UUUU's Uranium sector exposure vs. other commodities they are in?
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No.  Uranium is a huge component of what they do.  Rare Earths and vanadium are just gravy and while important, if uranium keeps climbing, this stock will benefit from it.  This is the first time in 10 years that uranium insiders are enthused.  The last 10 years have been awful.  Now?  These cats are buying vacation homes again. 

 
FreeBaGeL said:
The crazy thing is this probably isn't even the Trump crew buying yet.  This is just people anticipating what the Trump crew will do, mixed in with a whole bunch of shorts that got caught in a 450M volume day on a stock with only 32M float.
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Interesting volume in the day before the announcement.  Big volume spike to ~700,000 on 10/20.  I'm sure the kids and close cronies were front running this thing.  Except Eric, he found out when the rest of us did.

 
Al Czervik said:
Interesting volume in the day before the announcement.  Big volume spike to ~700,000 on 10/20.  I'm sure the kids and close cronies were front running this thing.  Except Eric, he found out when the rest of us did.
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Don’t believe for a second that info wasn’t leaked. How many companies go public before they even have a web site? This is a big money grab. The SPAC is handing the Don a bunch of money he’ll line his family/friends’ pockets and they drum up some marketing and the SPAC folks make out on the spread.

How many SPACs ho public and have a deal in a few weeks?

 
stbugs said:
Don’t believe for a second that info wasn’t leaked. How many companies go public before they even have a web site? This is a big money grab. The SPAC is handing the Don a bunch of money he’ll line his family/friends’ pockets and they drum up some marketing and the SPAC folks make out on the spread.

How many SPACs ho public and have a deal in a few weeks?
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Is there any other kind?

We are, after all, in a casino

 
Search Twitter for $dwac there are tweets like "let this be a message to you @jack don't mess with Trump supporters"

This train isn't stopping, this is just the beginning.  This is ideological.  Glad I'm in before $100.

 
Punxsutawney Phil said:
Search Twitter for $dwac there are tweets like "let this be a message to you @jack don't mess with Trump supporters"

This train isn't stopping, this is just the beginning.  This is ideological.  Glad I'm in before $100.
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I hope his supporters save some money so they can still donate something to his PAC (established to help with legal fees) when this thing eventually explodes. 

Good thread from a SPAC guy I follow (this guy is anything but political):

Link to Twitter thread

So let's quickly recap here:

1) Company launched today 
2) Based in a WeWork with no known employees
3) Sketchy CEO and CFO with ties to China
4) CEO and CFO's previous SPAC deal blew up
5) CEO and CFO bought $10 million in insider shares in $DWAC a month before announcement

 
identikit said:
Is there any other kind?

We are, after all, in a casino
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We absolutely are and that’s fun to watch. I honestly don’t care who steals money from who on these type of stocks. I enjoy watching it, but not my cup of tea. It’s funny because I’m pretty aggressive stock wise but I just can’t into that hot potato game where you know the price is far beyond the fair value.

Might make a good book in a few years. There are going to be some spectacular crashes. I mean this Trump social media seems like you are bordering on the tipping point of insanity, like the four horseman of the apocalypse for Bible folks. Trump is one, Ryan Cohen or Roaring Kitty is another. Who else we got signaling the end of times?

 
I was dubious of Zillow, but invested anyway.  Very concerned that I-buying would hurt them.  Read this today...

Why did Zillow stop buying houses?

Many experts were taken aback by Zillow's surprise statement this week that it is temporarily suspending its home-buying activity. Some believe that more worrying developments are on the way.

The business, Zillow Offers, is an "iBuyer" - it buys and sells properties directly to clients, often remodeling them in the process.

Following a Bloomberg story, Zillow announced that its Zillow Offers subsidiary will not sign any new contracts to acquire properties until 2022.

In justifying the decision, Zillow stated that the corporation was contending with a backlog of repairs as well as operational capacity concerns.

Zillow's competitors continue to grow their businesses.

"We're working in a labor- and supply-constrained economy — inside a competitive real estate market, particularly in the construction, renovation, and closure spaces," Zillow's chief operating officer, Jeremy Wacksman, said in the statement.

She went on to say that the delay would allow the firm to "concentrate on sellers who are already under contract" as well as the company's current inventory of properties.

As of currently, no other iBuyers have followed suit. In fact, most of Zillow's rivals, including Redfin and Offerpad have re-emphasized their growth ambitions in response to the news.

Scarcity of labor and materials

However, several analysts and industry professionals have observed that the difficulties Zillow claims to be under are quite genuine.

According to a recent study by the National Association of House Builders, construction businesses are still encountering significant challenges in completing new home development, particularly a lack of building supplies and manpower. The same difficulties arise during remodeling initiatives.

"Labor shortages in the economy are genuine, and they are likely to result in bottlenecks along the supply chain," Truist analysts stated in a research note. "In such a scenario, the present halt, in our opinion, reduces inventory risk to Zillow."

Zillow's position in the iBuying environment differs from that of some of its competitors. Zillow, like Redfin, has other revenue streams on which it may rely.

"Because Zillow's business model is much more focused on aggregating eyeballs across the spectrum of real-estate transactions, it may make sense for them to periodically de-emphasize the riskiest or most capital-intensive parts of their business," said Michael Greene, co-founder and CEO of ResiShares, a residential real-estate investment company.

Rising Home Prices Have Made Margins Tight

According to an August analysis by independent real-estate expert Mike DelPrete, Zillow, Offerpad, and Opendoor were all paying considerably over the value of homes in 2021, but in 2019 they were generally purchasing properties at a discount.

Today, iBuyers are paying more for houses than they are worth, but the median price they paid in 2019 indicated a bargain.

Margins for iBuyers are quite narrow, especially when remodeling costs are taken in. And the longer a corporation has a house, the greater the danger.

According to data from real-estate firm Attom Data Solutions, the average home-flip generated just a 33.5 percent return, the lowest since the first quarter of 2021.

"While flipping has not turned into a losing venture on deals that typically take around six months to turn around," said Todd Teta, chief product officer at Attom, "trends are showing signs of potentially heading in the opposite direction, which is likely influencing decisions by home-flipping businesses across the country."

Can Zillow Predict the Future?

Zillow's other business lines provide it with a massive amount of data about the U.S. Housing Market – between their real-estate site, which purchasers use to begin their search, and its Zillow Premier Agents division, Zillow has a pulse on buyer demand and the direction of house prices.

Some experts speculated that the corporation might not like what they were seeing.

“Is it possible that Zillow is seeing something in their data…that maybe on the margin makes them a little bit nervous about holding inventory right now?” said Tom White, an internet research analyst with D.A. Davidson.

If Zillow does expect house values to fall — maybe as a result of rising mortgage rates — it may be taking a step back to let the market to settle and avoid incurring too many losses, especially considering the lengthy turnaround periods on remodeling projects nowadays.

Is it possible that regulatory monitoring is to blame?

Zillow's home-buying services aren't for everyone. Last month, a series of TikTok videos from a Nevada real-estate agent went viral, accusing Zillow and its competitors of manipulating the housing market.

Those assertions were soon debunked by real-estate specialists, who pointed out that no iBuyer has a large enough market share to actually tilt the needle in terms of property pricing. But that doesn't mean the businesses aren't being scrutinized.

Zillow is currently being sued for antitrust violations by tech-based real-estate broker Real Estate Exchange (Rex), and the Federal Trade Commission has allegedly renewed its investigation into Zillow's acquisition of real-estate listings provider ShowingTime.
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stbugs said:
We absolutely are and that’s fun to watch. I honestly don’t care who steals money from who on these type of stocks. I enjoy watching it, but not my cup of tea. It’s funny because I’m pretty aggressive stock wise but I just can’t into that hot potato game where you know the price is far beyond the fair value.

Might make a good book in a few years. There are going to be some spectacular crashes. I mean this Trump social media seems like you are bordering on the tipping point of insanity, like the four horseman of the apocalypse for Bible folks. Trump is one, Ryan Cohen or Roaring Kitty is another. Who else we got signaling the end of times?
Click to expand...


David Dodds is the fourth.

 
McBokonon said:
I hope his supporters save some money so they can still donate something to his PAC (established to help with legal fees) when this thing eventually explodes. 

Good thread from a SPAC guy I follow (this guy is anything but political):

Link to Twitter thread

So let's quickly recap here:

1) Company launched today 
2) Based in a WeWork with no known employees
3) Sketchy CEO and CFO with ties to China
4) CEO and CFO's previous SPAC deal blew up
5) CEO and CFO bought $10 million in insider shares in $DWAC a month before announcement
Click to expand...
Short it

 
The General said:
The interwebs saying PHUN is another scam stock to cash in, related to DWAC.
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I saw that on the Yahoo trend list. If you want to buy some, just don’t look at their financials. Like most of the meme stocks, the trend is well, let’s say really bad. They bought a company for $3M a few days ago and that is going to increase their market by $400M. Lol. They are on pace to have 20% of the revenue they had 3 years ago and yet their P/S ratio is now as if they are growing like SNOW. Growing 100%+ is a wee bit different than decreasing revenue by 80%. Spectacular crash. One thing I’ve noticed on these small meme stocks (GME and AMC can’t play this game) is that they announce every deal and make some tiny acquisition and announce that all the time. These acquisitions could be dead/shell companies but it’s just meant to keep news going and prop up the price so the bag holders have some glimmer of hope. The early guys have already bailed with their money but they’ve instructed the bag holders to HODL. I really can’t wait to see the end result of some of these train wrecks, they will be amazing. 

 
McBokonon said:
No way. Don’t mistake my opinion on fundamentals for a lack of awareness on trading activity. I might dabble for a few hours myself.
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I know AMC is a terrible investment and way overvalued but I'd never short it because predicting pricing movements has nothing to do with fundamentals. 

 
stbugs said:
I saw that on the Yahoo trend list. If you want to buy some, just don’t look at their financials. Like most of the meme stocks, the trend is well, let’s say really bad. They bought a company for $3M a few days ago and that is going to increase their market by $400M. Lol. They are on pace to have 20% of the revenue they had 3 years ago and yet their P/S ratio is now as if they are growing like SNOW. Growing 100%+ is a wee bit different than decreasing revenue by 80%. Spectacular crash. One thing I’ve noticed on these small meme stocks (GME and AMC can’t play this game) is that they announce every deal and make some tiny acquisition and announce that all the time. These acquisitions could be dead/shell companies but it’s just meant to keep news going and prop up the price so the bag holders have some glimmer of hope. The early guys have already bailed with their money but they’ve instructed the bag holders to HODL. I really can’t wait to see the end result of some of these train wrecks, they will be amazing. 
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Yup buy and sell with my casino fund, sell when I get that rush filled.

The bad part for me is these can double, I sell, and then I feel bad when they continue to run up and I “missed out” on more :lol:  

 
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