I've been doing mucho research so I can present WBX to the HF without getting talked down. Just waiting for some of the war to hopefully regulate... WBX IS MY FAVORITE SPAC. DO ANY OF YOU HAVE A FAVORITE SPAC? They are easy to hate. I would love to get a list of Five names that are our absolute favorite in the SPAC universe and that's hard because these SPACE NAMES REALLY have me interested. Add one letter to SPAC and you have SPACE<---- If I did a space only portfolio on my etrade... undoubtedly it would have SPAC's THE SPACE RACE IS REAL --- Russia recently blew up one of their flying birds with I assume a laser... that was to show us the future when each of us take turns sabotaging satellites<-- A great deal of that will be Cyber<----- But The Space Force has other means and in 2018 by war time along time NASA teamed up with the US government's military research body, DARPA, to build robotic satellites that can be used to sabotage enemy satellites, as well as refuel and repair friendly satellites. These robotic satellites called "Service stations in orbit" also aim to reduce space pollution caused by broken satellites abandoned in the space. THAT my friends is the future in the very busy skies above... PLTR will have a roll here<--- I think and the first time we take out a Russian Satellite or vice versa it will be like the first shot of the revolutionary war... Bunker Hill<---In fact That's what I would call the new Service Stations in orbit... Bunker Hills! << To Boost Or Not To Boost >> “The vaccine market has moved from high demand and constrained supply, to lower demand with more choice and reluctance from populations to take repeated shots,” remarked Matt Linley, Airfinity’s director of analytics. “With Omicron variants causing less severe disease, people don’t have the appetite for more doses. Data from third and fourth dose programs in Israel and Chile shows uptake diminished by 25 percent for the booster and 50 percent for the fourth shot.” I am in that 25% Do Not Have The Boost.... I will probably do it in the fall or when they tweak the shot to be more specific to the current threat.... I will NEVER TAKE A 4th<---- EVER! Where do you all stand on this matter?
Sorry I'm mostly focused on a narrow band of Canadian stocks because in this environment Cdn$/US$ is neutral to bullish ( prob bullish ), and many valuations are cheaper in Canada. Once the cycle gets stretched I'll consider more choices ( like the lithium plays I did try ). Speaking of lithium, my random plays last week ended up badly late week. I didn't bail yet but I will reduce or sell if I get a window to do so. UNLESS Copper breaks recent highs. I made some decent money on them first try but slightly underwater now and on the wrong side of trend. Plus I usually don't play unprofitable companies unless it's clear they will likely be profitable soon. I still see Copper price as a good bell weather for general base metal sentiment. Copper miners took a drop as well but recovered some Friday. Cdn Nat Gas they all approached or broke 52 week highs Friday. Crew Energy and Birchcliff look really strong short term. Nat Gas reversals are always possible but no sign of them yet.
SCCO Southern Copper has been my go to Copper play in the past... Great Total Return stk worked Twice. You can make a lot of money in copper. Van I see you are desperately digging up age old posts about stocks that are long sold or never bought. Like Slinger Bag. ? And ridiculing WBX for being down when every SPAC is down. Like Mattaport! Hello.. Do I over and over talk about how you said MTTR was a screaming buy at $26 No! I don't say a peep. All I have to do is search your name and I could list a dozen flops here --I don't do that it serves no purpose. I would rather elevate the good if you wold just BRING SOME!!! I am doing all the hard work these days... And doing a pretty damn good job... vanzandt said: Buy DOMO here at $49 btw! Anyway YES!!! Exactly<------ I like DOMO at $48 here despite showing no signs of stopping it's free fall /// <<< Top 5 Tech Stocks >> ? More of a question // here are 5 I am liking.)))) DV-- Double Verify DOMO-- FFIV-- F5 WOLF-- Wolfspeed PLTR-
My main Copper play is Copper Mountain ( dual listed, low p/e ). I have also bought Ero Copper, Lundin Mining, Hudbay, Taseko, Surge Copper at various points. Hudbay, Ero seem to be in a funk this year.
I've been thinking about a battle plan for Ukraine. There has to be some high point to take. A high point that overlooks the narrowest section on the Black Sea... a section where ships come fairly close to shore for maritime reasons and there they need to set up a bunch of anti ship missal launchers- Then The Russian navy needs to be lured in or come closer on their own accord and in one fell swoop these ships could be attacked. Ukraine Asks US Navy For Anti-Ship Missiles April 7, 2022<-------- Ukraine’s latest request to the Pentagon includes land-based anti-ship missiles. “We’re not going to let anything stand in the way of getting Ukrainians what they need, and what we believe, to be effective,” Blinken said. He spoke of “new systems” that have so far not been provided by NATO allies, but declined to go into details.
Hudbay is interesting they have been mining the same holes for 90 years! They are closing a zinc mine and broadening another Snow Flake? something like that....
The only reason I do that is to help you. I'm pointing out the importance of valuations of companies Stoney. WBX for example. They had revenue of $33MM last year on 129K units sold. Lets say they multiply that by 10. 1.29MM units. $330 MM in revenue. Lets say after all the dust settles, they make 10% in pure profit. $33MM (and I'm being generous af). >>>They have a market cap of $2B. Now>>> WOULD YOU BUY A COMPANY THAT WOULD TAKE 60 YEARS TO PAY OFF?! I wouldn't. And we are making an incredible amount of assumptions here regarding profitability and amounts sold. It's a story stock dude. Just like Slinger, WRAP, DS, and a ton of others you get all excited about that eventually drop to the level of pink sheets. Sure it'll spike on some bs article, but in a year, this thing will be below $8 easy.
4.7MM forecast to be sold in the US by 2030. China will be 4X that, but they'll make their own boxes. Europe will be close that number, but VW and Volvo make their own boxes. As does Tesla. I already posted GM and Ford. I just don't see this company being worth $2B dollars let alone more. Wall Street agrees btw Stoney. Do you know what the borrow rate is now to short this thing? >>>>75%!! Are you playing it for the short squeeze? >>>You get mad at me, but I make these types of posts to keep young investors safe.
Speaking of Matterport One has to wonder if they're not next. Autodesk Goes Into the Wild With Latest Acquisition Autodesk has agreed to acquire The Wild, a cloud-connected, extended reality and virtual reality platform technology firm whose products are used by AEC professionals to make project decisions from inside a 3D model. The acquisition, whose terms were not disclosed, includes The Wild and IrisVR. the company's namesake product, which is an immersive and interactive virtrual reality/extended reality environment that allows building teams to present, collaborate and review projects together from anywhere. Teams can make changes to the model directly and share files within the cloud-based virtual environment. Executives from both Autodesk and The Wild said that working remotely through the pandemic increased the needs of designers and VDC teams. with interest in virtrual reality/extended reality up dramatically. "Our acquisition of The Wild reflects the rapid transformation taking place in the building industry, from the complexity of projects to the geographic diversity of teams who design, construct, and operate them," said Andrew Anagnost, Autodesk CEO and president, in a statement. The Wild already had data-rich integrations with Autodesk’s design programs such as Revit and Naviswork before the acquisition and with other design programs such as SketchUp and Rhino3D. "What we’re really trying to do with immersive collaboration is really create a new workspace for builders to collaborate together," said Gabe Paez, founder and CEO of The Wild. He and Nic Fonta, Autodesk general manager of AR/VR Products, both said they want that workspace to be integral to the tools that professionals use in their workflows. “We want them to collaborate on that content in a seamless way,” Paez said. While several AR/VR tools exist today to serve designers, keeping up with design and the headset hardware was a focus that made The Wild useful for Black & Veatch, which has used its technology for six years, said Brian Melton, chief technologist at the Kansas City-based design engineer. “It became very easy just to migrate the design data (over the last year),” he said. "Now, we can move VR data and model data into VR fast enough to keep up with design iteration. It’s become a very useful tool for the design team to talk about the current design, not the design they had last week." Once getting the model into a VR headset was easy enough for Black & Veatch’s workflow, Melton focused on process. Another step in the journey to full VR/AR collaboration with The Wild was speech-to-text comments becoming robust enough for the engineering firm's designers to make mark-ups in the virtual environment. Speech-to-text comments have been automatically converted into mark-ups in The Wild since 2019 and other engineers no longer needed to take notes in actual reality next to someone inside the model. "The next thing you want to do is make a comment and then be able to have a closed loop to follow that comment all the way through the design process,” Melton said. "When we started seeing the ability to get the model data into VR much more easily, that was pretty exciting for us." Autodesk first experimentied with VR in the 1990s, using an early version of AutoCAD, but made the investment now because of how remote work and improved VR technology have come together in recent years. "We see clear signals that things are different and the time is right," Fonta said. "We’ve never done a move like this one before, so it is proof that we really believe that this is now shifting and a new era is starting." Autodesk did not immediately disclose a date for the acquisition to close.