1. Welcome! Please take a few seconds to create your free account to post threads, make some friends, remove a few ads while surfing and much more. ClutchFans has been bringing fans together to talk Houston Sports since 1996. Join us!

STOCK MARKET: Let's talk stocks and investing

Discussion in 'BBS Hangout' started by SWTsig, Jun 2, 2008.

  1. Ziggy

    Ziggy QUEEN ANON

    Joined:
    Jun 11, 1999
    Messages:
    36,768
    Likes Received:
    13,157
    Is this... is this the end? Of growth stocks season? Oh lawd.

    SPCE hiring some outside the box people today BTW.
     
  2. jev5555

    jev5555 ¯\_(ツ)_/¯

    Joined:
    Oct 8, 2002
    Messages:
    4,353
    Likes Received:
    2,013
    Oof .. rough day. Rebound tomorrow.
     
    jayhow92 and Sajan like this.
  3. Dr of Dunk

    Dr of Dunk Clutch Crew

    Joined:
    Aug 27, 1999
    Messages:
    45,162
    Likes Received:
    31,126
  4. adoo

    adoo Member

    Joined:
    Mar 1, 2003
    Messages:
    9,576
    Likes Received:
    6,107

    did some extrapolation, goin on a limb.

    SDGR will trade up to 125 before the 4 March ERS
    [​IMG]

    sold a 115/110 PUT credit spread, collecting a premium of $2.65, defining my max risk of $2.35​
     
    saitou likes this.
  5. saitou

    saitou J Only Fan

    Joined:
    Jul 20, 2003
    Messages:
    3,490
    Likes Received:
    1,503
    @Dr of Dunk are you still invested in copper? Recommended tickers? Is fcx good? Projections look profitable at good price, but I'm a copper pricing noob.
     
  6. Dr of Dunk

    Dr of Dunk Clutch Crew

    Joined:
    Aug 27, 1999
    Messages:
    45,162
    Likes Received:
    31,126
    I bought FCX for long-term/infrastructure/recovery play with a small bit of gold thrown in last June around $11, I think. I'm still in it considering I'm still waiting for the infrastructure play to even get started. It's kind of like other stocks where anticipation has driven up price a lot already, though. I'm still staying in it until it gives me reason to dump it. They still run the 2nd largest gold mine on the planet and they're also in silver (I think). If you're interested in others in the sector, RIO, SCCO, and BHP all run in the same circles, although they each do a little something different. Like I think BHP or RIO is also into iron mines. SCCO throws out a dividend and is the largest publically traded copper company, I think. I didn't look into it as much back then because I've always been in FCX when I wanted to go for copper/gold combo. It's also oddly enough a good inflation hedge.

    Copper prices have skyrocketed the past month or so, so like I said - I'm not getting out yet. I also saw this from Goldman on ZeroHedge the other day : https://www.zerohedge.com/markets/goldman-warns-historic-shortage-copper-explodes-higher
     
    CCity Zero and saitou like this.
  7. saitou

    saitou J Only Fan

    Joined:
    Jul 20, 2003
    Messages:
    3,490
    Likes Received:
    1,503
    Thanks for the knowledge, will look into these, need to up my boomer stonks game.

    With exro, i see 3 potential outcomes down the road: (1) a big company (like a ford) partners with them, validating the moat/value of EXRO, share price rockets (2) a big company comes out with its own solution without infringing EXRO's patents. EXRO price tanks. EXRO's biz will still have value selling its tech to the smaller tier manufacturers it currently partners with, but the TAM would be a lot smaller if it isn't that hard for bigger companies reproduce. (3) they get bought out.

    My uneducated guess is that a big company could probably get the same results with enough time and $, but it isn't easy either or tsla wouldnt still be on a 2 motors system. Cap is below $500m, considering VW has a $14bn annual r &d budget, a $1bn buyout may be attractive to a bigger car company trying to get ahead/differentiate.

    Short term catalysts are tsx and nasdaq up listing. Tsx expected in 1q. Still a lot of risk and qn marks, but at current price the reward looks highly asymmetric and bigly to me.
     
    #15287 saitou, Feb 22, 2021
    Last edited: Feb 22, 2021
  8. Dr of Dunk

    Dr of Dunk Clutch Crew

    Joined:
    Aug 27, 1999
    Messages:
    45,162
    Likes Received:
    31,126
    Many of those have been climbing for months. So have the re-open stocks like cruise lines. But I'd watch for news this week about anything Jerome Powell says as he's being questioned by Congress this week. Inflation fears are big and any hint toward interest rate changes could wreck the market. Some say much of the recent selling has been because of inflation fears.

    This is one of those "wth, why not?" stocks for me. I can't find enough decent info about what they're really doing. On the surface, it seems like some hype like Nikola, but even less. I saw they were hooked up with a motorcycle company, but it's on a motorcycle that looks like it was built in somebody's spare time and only about 2000 units. I guess everybody's got to start somewhere. I may just buy a small piece just for the hell of it and see what it does, but I'm more eager to see what happens the rest of this week with Powell and the market in general.
     
    saitou likes this.
  9. saitou

    saitou J Only Fan

    Joined:
    Jul 20, 2003
    Messages:
    3,490
    Likes Received:
    1,503
    Cokebabies likes this.
  10. RKREBORN

    RKREBORN Member

    Joined:
    Jul 24, 2006
    Messages:
    9,838
    Likes Received:
    10,770
    Well this crash is going to take all my money
     
    Sajan likes this.
  11. saitou

    saitou J Only Fan

    Joined:
    Jul 20, 2003
    Messages:
    3,490
    Likes Received:
    1,503
    Woah super red. Cut now and time the re-entry or hodl?

    Edit: couldn't resist buying the dip on nndm. Recent offering was at $12.80. $10.50 seems too cheap...
     
  12. Sajan

    Sajan Member

    Joined:
    Apr 18, 2009
    Messages:
    8,289
    Likes Received:
    5,742
    Yikes.
     
    Ziggy likes this.
  13. saitou

    saitou J Only Fan

    Joined:
    Jul 20, 2003
    Messages:
    3,490
    Likes Received:
    1,503
    If anyone knows what's going on with the macro and rates I'm all ears. Is this going to be like an october 2020? March 2020?
     
  14. AWIN

    AWIN Member

    Joined:
    Oct 19, 2016
    Messages:
    513
    Likes Received:
    717
    Nice call, already creeping back up.
     
    saitou likes this.
  15. Sajan

    Sajan Member

    Joined:
    Apr 18, 2009
    Messages:
    8,289
    Likes Received:
    5,742
    Home Depot tops estimates as sales surge 25%, but shares fall on worries pandemic gains won’t last

    Don't these companies know it's better to not have a good earnings? Or revenue.
     
    Ziggy likes this.
  16. AWIN

    AWIN Member

    Joined:
    Oct 19, 2016
    Messages:
    513
    Likes Received:
    717
    Sajan did you get out of CCIV in time? Of course once the merger is confirmed it dumps...only speculation makes money these days.
     
  17. Sajan

    Sajan Member

    Joined:
    Apr 18, 2009
    Messages:
    8,289
    Likes Received:
    5,742
    I sold half when I was up 200% lol.
    Still up 110% on the rest.

    The deal is actually pretty good but some people read the valuation wrong, add in the market "crash", panic selling, "sell the news" monkeys and it's down a bit. I am holding onto the rest of my shares for a little while. Might even add.
     
    saitou and AWIN like this.
  18. saitou

    saitou J Only Fan

    Joined:
    Jul 20, 2003
    Messages:
    3,490
    Likes Received:
    1,503
    What's the valuation of the merged company at $40 a share? Tbh it's not easy to calculate; pipe contributing at different price from cciv shares
     
  19. Sajan

    Sajan Member

    Joined:
    Apr 18, 2009
    Messages:
    8,289
    Likes Received:
    5,742
     
    saitou likes this.
  20. saitou

    saitou J Only Fan

    Joined:
    Jul 20, 2003
    Messages:
    3,490
    Likes Received:
    1,503
    Thanks; so I guess at $40, it's a $64bn market cap for the post merger entity.
     
    Sajan likes this.

Share This Page

  • About ClutchFans

    Since 1996, ClutchFans has been loud and proud covering the Houston Rockets, helping set an industry standard for team fan sites. The forums have been a home for Houston sports fans as well as basketball fanatics around the globe.

  • Support ClutchFans!

    If you find that ClutchFans is a valuable resource for you, please consider becoming a Supporting Member. Supporting Members can upload photos and attachments directly to their posts, customize their user title and more. Gold Supporters see zero ads!


    Upgrade Now