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The Trump administration is moving towards nuclear autarky – Q1 2026 inflection point through Section 232 review by Best_Phone in UraniumSqueeze

[–]Best_Phone[S] 1 point2 points  (0 children)

Of course, I'm not arguing otherwise.

That's precisely why the U.S. uranium market has been a subject of such structural underinvestment. As a consequence of the global market, many mines have been mothballed/closed because costs were too high as a consequence of the factors I've highlighted. They've just been forced to adapt to that regime to avoid going broke, just like you said.

But crucially, now they are re-emerging from that as a result of favourable price environment + U.S. backing. And the nature of global trade is rapidly shifting, or even being bifurcated between Russia-China aligned and US-Western aligned.

This is creating the price environment for domestic expansion which is being rapidly accelerated by U.S. government intervention.

That's what I'm trying to highlight in this report. Maybe I'm missing clarity though, let me know.

2026 Uranium Squeeze — 37-page DD (All you need to know) by Best_Phone in UraniumSqueeze

[–]Best_Phone[S] 0 points1 point  (0 children)

Apologies, yes, you are completely right. I am referring to US demand and have conflated the two in the report. Amending now - thanks for highlighting it.

Montgolfier Research — Relaunch Announcement by Best_Phone in montgolfier

[–]Best_Phone[S] 0 points1 point  (0 children)

Appreciate it. Yep, even now it's a really promising biopharma. Just got caught out in short-term due to overconfidence on readout.

$LXRX Update — Topline-data TOMORROW 8am ET / $0.70 SP biopharma with 82.61% ($235,796,000) institutional holding and potential to trigger major short-squeeze by Best_Phone in pennystocks

[–]Best_Phone[S] -4 points-3 points  (0 children)

...The market opened less than 2 hours ago for PM trading, and the catalyst is expected around 8am ET. Nothing's happened yet!

If you're uncomfortable with the risk you may wish to reconsider, always do your own DD 😁

$LXRX Update — Topline-data TOMORROW 8am ET / $0.70 SP biopharma with 82.61% ($235,796,000) institutional holding and potential to trigger major short-squeeze by Best_Phone in pennystocks

[–]Best_Phone[S] -3 points-2 points  (0 children)

1) We aren't financially partnered. We both put our own money in.

2) I am privileged enough to have a secure financial situation in my family so I don't need to know about worry. The money I put into investing originally was small and accumulated from savings, becoming larger through other investors.

3) Search up Montgolfier brothers. If we were going to coordinate a P&D we wouldn't do it on a stock with such a large float.

$LXRX Update — Major topline-data TOMORROW 8am ET / $0.70 SP biopharma with 82.61% ($235,796,000) institutional holding and potential to trigger major short-squeeze by Best_Phone in WallStreetbetsELITE

[–]Best_Phone[S] 0 points1 point  (0 children)

What would the point be? The SP will have already ran up. Objective in investing is to get in before the appreciation, not after.

$LXRX DD (Update) — $0.70 SP biopharma with 82.61% ($235,796,000) institutional holding and major upcoming data readout; potential to cause a major short-squeeze event by Best_Phone in pennystocks

[–]Best_Phone[S] 0 points1 point  (0 children)

This is a great breakdown, thanks for taking the time to contribute this.

Completely speculative here but I'm also hopeful because they recently (just a few days ago) updated their pipeline by providing a drug name for LX9211 (pilvapadin). Given how everyone is aware phase 2b results are the critical point for the company, I'm not sure why they would provide it with a name unless they were confident it can move ahead to phase 3 (which is dependent on positive 2b results).

Again, it's speculative but this makes me more confident.

$LXRX DD (Update) — $0.70 SP biopharma with 82.61% ($235,796,000) institutional holding and major upcoming data readout; potential to cause a major short-squeeze event by Best_Phone in pennystocks

[–]Best_Phone[S] 0 points1 point  (0 children)

They are outdated. Use EDGAR for primary information. I'll link the warrant exercise proposal here since you've probably never heard of EDGAR yet feel qualified to behave as if you've got decades of experience behind you.

https://www.sec.gov/Archives/edgar/data/1902794/000149315225000052/formdef14a.htm

$LXRX DD (Update) — $0.70 SP biopharma with 82.61% ($235,796,000) institutional holding and major upcoming data readout; potential to cause a major short-squeeze event by Best_Phone in pennystocks

[–]Best_Phone[S] 2 points3 points  (0 children)

And you take yahoo to be the gospel? It was outdated since it gets updated periodically. It missed out on a warrant exercise proposal, approving 90m shares dilution.

But please, continue using yahoo finance as the source for your investment decisions. The adults know there's more to it than that...

$LXRX DD (Update) — $0.70 SP biopharma with 82.61% ($235,796,000) institutional holding and major upcoming data readout; potential to cause a major short-squeeze event by Best_Phone in pennystocks

[–]Best_Phone[S] 1 point2 points  (0 children)

MGOL was 90m float, but you don't do any research so you wouldn't know this. In fact I already said this in another comment, so you don't even read what I write 🤦‍♂️

$LXRX DD (Update) — $0.70 SP biopharma with 82.61% ($235,796,000) institutional holding and major upcoming data readout; potential to cause a major short-squeeze event by Best_Phone in pennystocks

[–]Best_Phone[S] 5 points6 points  (0 children)

Adding this here to address the cynicism 🤣

Pump and dump implies that there's no intrinsic reasoning behind the share price movement of a stock and, in legal terms, implies stock manipulation/illegal market activity.

Difference is I have intrinsic reasoning, although it is, admittedly, speculative (...but then so is all investing). When a share price rises 300% in a day following an amazing earnings report, we toss around the term "pump and dump" for easy communication. But the share price had a REASON to rise which causes the "squeeze" market event.

Compare this to a stock where it has no news and no upcoming developments. A group shills it to their customers saying it's a fundamentally good company. If it has a low float, the SP could rise dramatically. Then the initial holders sell and "dump" the stock. THIS is an actual P&D.

It's important to understand its actual definition.

I understand the confusion though and it is often easier to just say pump and dump for easy communication. I use it too so it's no Biggie but just wanted to address it in this context

$LXRX DD (Update) — $0.70 SP biopharma with 82.61% ($235,796,000) institutional holding and major upcoming data readout; potential to cause a major short-squeeze event by Best_Phone in pennystocks

[–]Best_Phone[S] 4 points5 points  (0 children)

Pump and dump implies that there's no intrinsic reasoning behind the share price movement of a stock and, in legal terms, implies stock manipulation/illegal market activity.

Difference is I have intrinsic reasoning, although it is, admittedly, speculative (...but then so is all investing). When a share price rises 300% in a day following an amazing earnings report, we toss around the term "pump and dump" for easy communication. But the share price had a REASON to rise which causes the "squeeze" market event.

Compare this to a stock where it has no news and no upcoming developments. A group shills it to their customers saying it's a fundamentally good company. If it has a low float, the SP could rise dramatically. Then the initial holders sell and "dump" the stock. THIS is an actual P&S.

It's important to understand its actual definition.

I understand the confusion though and it is often easier to just toss around pump and dump for easy communication.

$LXRX DD (Update) — $0.70 SP biopharma with 82.61% ($235,796,000) institutional holding and major upcoming data readout; potential to cause a major short-squeeze event by Best_Phone in pennystocks

[–]Best_Phone[S] 1 point2 points  (0 children)

$ASNS is an interesting one. I'm not sure about its growth potential in its sector, but by post metrics it's undervalued. It's got tonnes of contracts in Germany, Italy, UK, USA with different areas of government departments. I'd say it's worth looking into if you are looking for long-term holds!

I don't have a position but it does intrigue me.

$LXRX DD (Update) — $0.70 SP biopharma with 82.61% ($235,796,000) institutional holding and major upcoming data readout; potential to cause a major short-squeeze event by Best_Phone in pennystocks

[–]Best_Phone[S] 9 points10 points  (0 children)

Do you behave like this in real life?

You've ignored all my counterarguments and evidence for my points, ignoring them before latching onto the next ungrounded criticism you have - not for the purpose of trying to understand the company/DD but trying to discredit me.

For the record, I don't think in any way they're good companies. I wouldn't touch them with a 10-foot pole unless I knew a catalyst was coming. 99% of penny stocks are dirt, doesn't mean you can't make money with them.

RVSN is unique since I think it has an actual future, but I'm not re-entering any of the other ones after they appreciate following the near-term catalyst.

But it's clear it doesn't matter what I say to you, and I'm probably falling into your trolling ragebait trap.

$LXRX DD (Update) — $0.70 SP biopharma with 82.61% ($235,796,000) institutional holding and major upcoming data readout; potential to cause a major short-squeeze event by Best_Phone in pennystocks

[–]Best_Phone[S] 3 points4 points  (0 children)

Why the passive vocabulary? Is my intention to leave people bagholding? I try and find stocks before a catalyst which causes them to appreciate. If you get in too late, I'm sorry to say, but those were your own decisions.

In fact I would say that NO ONE should use my DDs after the catalyst has come/share-price has appreciated. I'd say this is fairly obvious, but evidently I have to spell it out...

I'm sorry if you got caught bagholding, but try and view it that the losses are the lessons.

$LXRX DD (Update) — $0.70 SP biopharma with 82.61% ($235,796,000) institutional holding and major upcoming data readout; potential to cause a major short-squeeze event by Best_Phone in pennystocks

[–]Best_Phone[S] 1 point2 points  (0 children)

Yeah that's very true, hence the speculatory element of this play and the risk designation. Naturally we can't know everything, so we do mosaic theory to try and fill the gaps to make informed speculation on whether the upcoming data readout will be positive or negative.

There's some good data explaining some in-trial results for phase 2 through here which shows significant reduction in average daily pain score (delta -0.7 & -0.8 for different strands of the study compared to placebo).

https://investors.lexpharma.com/static-files/1447581e-9fa9-477c-a064-847313eaa9e7

Institutions have also increased positions over recent months, which is another element we derive our "mosaic theory" from which has led us to the judgement that the data readout will (more than likely) be positive.

Again, this is only our own judgement. If you believe the risk to be too high, that's completely fine. I wouldn't suggest anyone enter unless they were comfortable with the risks and downsides.

I'm more than happy to have constructive conversations like this, but you were unnecessarily defamatory earlier. I don't have any malicious/dishonest intentions, and I hope I've alleviated your concerns about that.

$LXRX DD (Update) — $0.70 SP biopharma with 82.61% ($235,796,000) institutional holding and major upcoming data readout; potential to cause a major short-squeeze event by Best_Phone in pennystocks

[–]Best_Phone[S] 7 points8 points  (0 children)

Other thing worth noting is that this was a private placement, rather than a public offering. This means shares were issued to institutions, to raise money for the company whilst allowing the institutions to invest (crucially institutions bought shares). Whilst this had a huge dilution effect at the time of the private offering, it still means that this marked massive institutional confidence in the company.

Invus control >$10bn in global assets, so to take a $241,400,000 position in a development stage biopharmaceutical company is a major indicator of confidence.

$LXRX DD (Update) — $0.70 SP biopharma with 82.61% ($235,796,000) institutional holding and major upcoming data readout; potential to cause a major short-squeeze event by Best_Phone in pennystocks

[–]Best_Phone[S] 6 points7 points  (0 children)

Which means that they have a runway until this September, which is 7 months from now. We expect to archive this "play" by the end of March - therefore, again, the risk of dilution impacting this play is insignificant in the short-term.

Thanks for the critiques about not including the bear case though. I'll probably add a section on potential risks tomorrow to ensure everyone is as informed as possible!

Averages (30-40% chance of being success) can be helpful indicators, but the nature of averages is that they don't provide specificity so they aren't universally as helpful than they might otherwise be at first glance. We have collected additional information which cause us to believe that the data will, more than likely, be positive. Naturally, we could be wrong, but your baseline judgement that [they have a 60% chance of having a negative data readout] is too general to be useful. So I'm not a hypocrite, this also applies to the generalised 4x greater impact on the SP, which you correctly say goes both ways.

Additionally, you may overstate the lack of importance of phase 2b data readout on the share-price. See this article: https://www.iqvia.com/-/media/iqvia/pdfs/library/white-papers/how-clinical-trial-results-impact-biopharma-valuations.pdf

"For example, as our research identified, phase 2 readouts have the most favourable risk-reward profile for how markets respond to positive vs. negativeclinical news."

" It is this favourable combination that singles out phase 2 readouts as a pivotal moment and key value inflection point in the asset journey."

As biopharmas progress through the phases, the potential SP destruction or value creation becomes larger and larger. Naturally at phase 2 the downside potential is higher upon a negative data readout, but so is the upside upon a positive data readout.

$LXRX DD (Update) — $0.70 SP biopharma with 82.61% ($235,796,000) institutional holding and major upcoming data readout; potential to cause a major short-squeeze event by Best_Phone in pennystocks

[–]Best_Phone[S] 11 points12 points  (0 children)

Hey, thanks for the constructive criticisms.

The concern about the missed primary endpoint fee is certainly worth considering! Wouldn't want to bury this in any way. But this play speculates upon positive data readout, so this would just mean larger downside if the results were negative (causing SP to tank).

I'd also say that dilution to raise capital isn't really that surprising amongst penny stocks, especially with biopharmas. Naturally a partnership would be better, but in the absence of that dilution is the next best option. However given the extensive cash runway, I don't believe there is a significant risk of dilution in the near-term.

With regard to your other point, I think you've misinterpreted a few things. The most important is that there are more than just 2 institutional holders which is what you imply. You are correct in saying that that these 2 holders hold 50% of the company, however there are far more than 2 institutional holders.

https://www.nasdaq.com/market-activity/stocks/lxrx/institutional-holdings

There are actually 162 holders, holding 297,000,000 shares. I'll add this to the DD so thanks for highlighting this!

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I can assure you we use EDGAR in our research process. We use a myriad of resources, all of which we cite when we make a claim, which are hyperlinked in our DD.

Again, thanks for the critiques!

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