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Has anyone exercised their UUUU+ warrants or have a game plan?   

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Energy Fuels Inc Warrants, exercisable for one common share until September 20, 2021 at an exercise price of $2.45

 

I know @chet was in these.  Others? 

 

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HOOD clause in their S1 triggering a secondary sell of 97.9M shares looks like a smart move to capture on this insanity.  Even if it seems a bit shady or manipulated?  Still not sure about this Vlad guy either.  He totally looks like a pawn or fall guy.    

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37 minutes ago, msudaisy26 said:

What is up with SCR? Up 64 percent after hours. 

A few posts up:

2 hours ago, McBokonon said:

Not sure if you’re still in this but looks like they’re ($SCR) getting taken out by $PENN for around $34 in cash and stock.

 

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😢 sold about 10% of my SE at $305 this morning. Not a bad quick $45 gain per share. 

Coincidentally, I had a free consult with a CFP yesterday. He looked at my holdings and asked "what's this SE? it's your largest holding..." 🤔

Edited by -OZ-
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I know some people followed me there, so FYI:

I'm kicking around the idea of exiting WPC. And possibly SPG.

I'm more likely to leave WPC than SPG at this point, as SPG knows what's going on and still just increased guidance for the year. But if Delta variant starts to see people back in their homes more than going out, I'd think the headline fear alone is enough to see them retreating. I'm up 17% and 66% + dividends respectively. I can live with those takes from REITS in 7+ months.

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On 2/17/2021 at 9:51 AM, 2Squirrels1Nut said:

Honestly, IMO, put anything long term into AAPL.  Nice dividend, safe AND great price appreciation.  Dabble in some of these spacs.  

I was adding NVDA and DIS last year.  There's a chip shortage, wouldn't surprise me to see NVDA hit $900 by the end of the year.  DIS has been awesome but moved too far too fast IMO.

Also really like and own AMZN, SBUX, ATVI Iand GOOGL. The last one for obvious reasons but a lot of people think that it will be chopped up making it even more valuable. 

Have owned NFLX forever and happy with it but not sure I would buy at these levels. 

EXAS as a gamble but potential grand slam. 

Pretty good calls. :coffee:

Just doubled up on EXAS, it has been lagging. Still, the legitimate prospect of a blood test to detect cancer is something we all hope comes to fruition. 

ETA

Was really just looking for when I mentioned EXAS,not humble bragging. At least not this time. ;)

Edited by 2Squirrels1Nut
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3 hours ago, McBokonon said:

Not sure if you’re still in this but looks like they’re ($SCR) getting taken out by $PENN for around $34 in cash and stock.

 

I am!

Just woke up and (of course) checked my stocks first thing.

Up 73% today!

Thanks gb!

Edited by identikit
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53 minutes ago, -OZ- said:

 

Coincidentally, I had a free consult with a CFP yesterday. He looked at my holdings and asked "what's this SE? it's your largest holding..." 🤔

If he doesn’t know what SE is then you need a new CFP

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1 hour ago, McBokonon said:

If he doesn’t know what SE is then you need a new CFP

I don't need a CFP :)

I wanted a second set of eyes. The only things he really suggested was to increase my midcap and international funds. For midcap, VBR actually works well. I've been using AVUV but that is more true small cap while VBR has like 40% mid.  I don't think his equivalent to the TSP S fund is accurate as the S fund contains a more mid cap than the equivalent he was using (it's a completion fund, everything in the Wilshire 5000 except what's in the S&P 500, ergo includes midcap). 

it was worth having the conversation but I wouldn't hire him. And he didn't even ask. 

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On 7/25/2021 at 2:39 PM, KGB said:

LESL  -  I'm in this industry.

Something to think about...  The stores im going into have empty shelves.  The main distributors for pool companies are out of stock in alot of things.  Pool service companies are going to leslies to buy supplies, most for the first time.

I'm hopping in tomorrow.

Current price LESL - $24.65

 

Leslies is for residential customers mostly.  

https://www.marketwatch.com/investing/stock/pool is for commercial.  I think they also blow it out

 

What's up with this one, KGB?

Everyone looks to be getting out of the pool...

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18 minutes ago, Leeroy Jenkins said:

The dogs of my portfolio are nearly 100% what was recommended by Motley Fool  That free subscription through American Express has not been free AT ALL.

They do a lot of growth so I imagine you started your subscription over the last 3-6 months or so (or stocks like Sam Adams more recently that got shelled)? Growth across the board got hammered pretty often in that window. Don't ignore their 3-5 year time horizon mantra. Their calls are not for people who don't like wild swings.

Edited by McBokonon
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1 hour ago, Leeroy Jenkins said:

The dogs of my portfolio are nearly 100% what was recommended by Motley Fool  That free subscription through American Express has not been free AT ALL.

I mentioned to someone a while back to be careful with MF. They and Seeking Alpha are trash, B. 

Edited by 2Squirrels1Nut
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1 hour ago, Leeroy Jenkins said:

The dogs of my portfolio are nearly 100% what was recommended by Motley Fool  That free subscription through American Express has not been free AT ALL.

 

It has been a while since I have updated my tracker, but a lot of these stocks were beat up in the first half of the year.

It is very concentrated into high growth tech names that are pretty volatile. I'll probably renew, but I feel like a lot of the content from them I most enjoy are the podcasts and those are free.

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1 hour ago, McBokonon said:

They do a lot of growth so I imagine you started your subscription over the last 3-6 months or so (or stocks like Sam Adams more recently that got shelled)? Growth across the board got hammered pretty often in that window. Don't ignore their 3-5 year time horizon mantra. Their calls are not for people who don't like wild swings.

Agreed, I am not a big MF fan because of their constant advertising/sales hits but I signed up for a free subscription as well thru AMEX. Everything they’ve recommended so far has been about 90% tech/growth and that has been seeing “market rotation” for a while now. I haven’t actually bought any of their rec’s yet since I signed up.

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16 minutes ago, 2Squirrels1Nut said:

I mentioned to someone a while back to be careful with MF. They and Seeking Alpha are trash, B. 

I don't want to get into a whole thing but...SA can definitely be trash because it's just basically retail investors submitting articles. Some are good, some are bad. I tried their premium service free trial and it wasn't really any different than that. Didn't find the actual SA produced content (as opposed to user submitted content, which is the bulk of what SA is) like quant ratings to be much better.

Full Disclosure: I do a very small amount of contract work for the Motley Fool and part of that comes with getting access to everything they offer. I also am part of the employee Slack, etc. I'm no shill or anything but I have seen them from all sides as a result.

Marketing: Annoying - they know it, I know it, the whole world knows it. But it must work so they keep doing it. 

The Free Articles - a lot of people confuse these with being official MF picks. They're not. They are often written by staffers, many of them contractors, but ultimately are just one person's opinion. I'd put as much faith into them as an SA article - some contributors are better than others.

The Paid Services - The complaints come from people who sign up, buy a few stocks, and then the stocks go down. If you don't actually do what they recommend over and over and over again - which is buy 25 stocks, minimum, possibly using a DCA method, and then hold for 3-5-10 years, you shouldn't sign up. Most people in this thread have time horizons that last weeks or months at best. Most people in this thread should absolutely not use MF services because they will fail. Their selections are risky, volatile, and their goal is to hit 2-3 ten baggers that more than make up for the losers. Their track record, if you invest how they guide you, is really good and well-documented. 

I don't actually follow their guidance completely myself - I do think their overall philosophy on investing is sound, though. I have a long time horizon, so volatility doesn't bother me. I track the company more than I track the stock, which is ideal. I keep some money aside for short-term trades because I'm a degenerate, but mostly I buy for the long haul.

So, I disagree they are "trash" based on empirical data that contradicts this - but they are definitely not for everyone and definitely not for most that post here.

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Big green day so far.  Biggest holdings are TNA, SOXS, and MVST

Holding TNA for $100 or end of month.  SOXS should play back towards $8 and I have no idea what to do with MVST.

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5 hours ago, pecorino said:

Wow, I owned it in the sixes and sevens but just traded it, never owned it for more than a week or two. What's the scoop?

Slower than expected sales after Eysuvis product launch.  It's not dead but near term things don't look that good.

I'm holding all my shares at this point.  I do anticipate it could be a while before any good progress.  I was anticipating second half of year things would ramp up but seems to be moving slower than that

Analysts still seems to like the product and the company is definitely a buyout candidate

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$AXON crushed it.

International revenue up 60% y/y and they're just starting out there. Overall revenue up 55% and gross margin grew to 63%. 

"Quarterly Adjusted EBITDA grew 83% year over year to $51 million, representing a 23.4% margin on revenue and highlighting our ability to demonstrate leverage while also investing to scale"

Beat all analyst expectations, raised guidance, and they have no debt.

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3 hours ago, identikit said:

 

What's up with this one, KGB?

Everyone looks to be getting out of the pool...

Wish I knew.  They smashed it like I thought.  I'm still holding and we'll see tomorrow.  I'm down bigly

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55 minutes ago, Nugget said:

Big green day so far.  Biggest holdings are TNA, SOXS, and MVST

Holding TNA for $100 or end of month.  SOXS should play back towards $8 and I have no idea what to do with MVST.

No complaints here.  Slightly better than the DOW, almost 1% overall. Of course this is largely due to small cap which is down slightly for August. 

Remember, 1% better every day is 3800% for the year. 🤔

 

 

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26 minutes ago, McBokonon said:

$AXON crushed it.

International revenue up 60% y/y and they're just starting out there. Overall revenue up 55% and gross margin grew to 63%. 

"Quarterly Adjusted EBITDA grew 83% year over year to $51 million, representing a 23.4% margin on revenue and highlighting our ability to demonstrate leverage while also investing to scale"

Beat all analyst expectations, raised guidance, and they have no debt.

 

So down 12%? 

I didn't look, it's a joke :lol: 

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On 8/2/2021 at 10:54 AM, 2Squirrels1Nut said:

WAS way up on CGC but just doubled up with the recent nose dive. I think weed gets legalized at the federal level sooner than later

 

On 8/3/2021 at 12:46 PM, 2Squirrels1Nut said:

Doubled my DKNG position with NFL right around the corner. 

Speaking of, so is winter.  Natural gas went crazy last year.  Any recommendations on a play there? 

 

Canopy Growth (CGC) – The Canadian cannabis producer’s shares rose 1.9% premarket after it posted an unexpected quarterly profit on rising marijuana demand and cost cuts. The gain comes even as revenue falls short of Wall Street forecasts

 

DraftKings (DKNG) – The sports betting company’s stock jumped 3.5% premarket after it reported better-than-expected quarterly profit and revenue and raised its revenue forecast for the full year. DraftKings saw significant gains in a number of key metrics, including a 26% jump in monthly revenue per user

 

:towelwave:

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15 hours ago, Steeler said:

 

So down 12%? 

I didn't look, it's a joke :lol: 

Shockingly, it’s hanging in there up a few percent!

$AXON is still pretty under-appreciated and under-covered - I do see a couple price target raises this morning (Baird - $220, Needham - $250) but they’re just chasing. It’s grown into a Top 5 sized position for me and I haven’t added any since my initial buys so I likely won’t be adding unless there’s an unwarranted pullback in the future. Market Cap under $13 billion so lots of room to grow still.

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Will be sitting in on the BLDP earnings call.

BLDP up 7.75% today. 

loss of 7 cents per share on 25MM in revenue.

113MM backlog of orders at the end of the quarter. 

Long term hold.

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I assume all of us MUDS shareholders got this 'Voluntary Corporate Action' notice?

'Tender offer for MUDRICK CAPITAL' is the header

I've never seen one of these before.

Unsure of how to proceed.

Clear as MUDS to me

Anyone know the gist of this thing?

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24 minutes ago, identikit said:

I assume all of us MUDS shareholders got this 'Voluntary Corporate Action' notice?

'Tender offer for MUDRICK CAPITAL' is the header

I've never seen one of these before.

Unsure of how to proceed.

Clear as MUDS to me

Anyone know the gist of this thing?

Recently?  TD didn't send me anything unless I missed it.  

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1 hour ago, identikit said:

I assume all of us MUDS shareholders got this 'Voluntary Corporate Action' notice?

'Tender offer for MUDRICK CAPITAL' is the header

I've never seen one of these before.

Unsure of how to proceed.

Clear as MUDS to me

Anyone know the gist of this thing?

Got tons of them when I owned SPACs that hadn’t merged yet. It’s basically an offer to buy back the shares but you just ignore if you want to keep them because most times the stock is over the tender offer. I always ignored.

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3 minutes ago, stbugs said:

Got tons of them when I owned SPACs that hadn’t merged yet. It’s basically an offer to buy back the shares but you just ignore if you want to keep them because most times the stock is over the tender offer. I always ignored.

 

I paid much more (because I'm lame) than what their offer price is.

So I'll ignore and see what happens.

Thanks....

 

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I do not get BAND. Last year 50% growth, this year on plan for 40% growth and a P/S of 6. In the tech space, there’s tons of stocks growing at that pace with much larger P/S ratios. Seems like they continue to hit their numbers well including new customers and a good dollar retention rate but they must be getting ignored. It’s weird. I own NET too and that’s extended a bit. Last quarter was 53% growth but their forward P/S is like 50. BAND’s quarterly growth was 57%. The premiums are ridiculously different and actual revenue wise NET is on pace for $600M+ and BAND is on pace for $500M. Market caps are $36B to $3B. What in the heck am I missing?

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2 minutes ago, identikit said:

 

I paid much more (because I'm lame) than what their offer price is.

So I'll ignore and see what happens.

Thanks....

 

I assume the tender offer is less than the current price.

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23 hours ago, nysfl2 said:

Stock has gone straight down from $7 the last few months.  Believe there’s more here then just disappointing earnings.  

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