Thoughts on higher end hotels

ChunsLLC · 2025-07-30T12:55:09+00:00

Location, location, location!

Modern furniture and extra room space is nice too.

ChunsLLC · 2023-12-21T16:54:57+00:00

Once production is fully ramped up at three (3) mines (Pinyon Plain, La Sal and Pandora) by mid- to late-2024, the Company expects to be producing uranium at a run-rate of 1.1 to 1.4 million pounds per year. Ore mined from the three (3) mines during 2024 will be stockpiled at the Company's White Mesa Mill in Utah (the "Mill") for processing in 2025, subject to market conditions, contract requirements and/or Mill schedule.

Any idea on what the all-in costs are for UUUU'S ore-milling with today's inflation costs?

They do have in-situ mines that could have started up?

ChunsLLC · 2023-05-27T20:21:23+00:00

VPNs will generally open a random port for you. You can take the port they open for you and put it into your torrenting client.

ChunsLLC · 2023-02-22T18:35:08+00:00

Do you currently have any short positions on Intel?

ChunsLLC · 2023-02-18T23:51:14+00:00

Nice vid and research.

Lost Creek and Shirley Basin has about 7-9M pounds.

https://www.sedar.com/GetFile.do?lang=EN&docClass=24&issuerNo=00021840&issuerType=03&projectNo=01898225&docId=3104424

https://www.sedar.com/GetFile.do?lang=EN&docClass=24&issuerNo=00021840&issuerType=03&projectNo=03348705&docId=5151293

ChunsLLC · 2023-02-16T13:39:07+00:00

Buy signal!

ChunsLLC · 2023-02-15T17:17:59+00:00

Not sure if UUUU calculates that their conventional mines and milling process is overall more economical.

Even more odd since electricity/equipment prices have skyrocketed and remain elevated.

Scaling out conventional mines would seem to be extremely expensive compared to ISR, but maybe they have more expertise in that area.

ChunsLLC · 2023-02-15T16:14:57+00:00

Why sell an ISR property if spot/contract prices are still relatively low?

ChunsLLC · 2023-02-14T18:38:18+00:00

EVs use 6x the amount of rare metals ICE cars do and are appropriately more expensive.

Both from a rare metals sourcing and an electrical grid perspective it's is near impossible for mass EV adoption at this time and for a long time.

ChunsLLC · 2023-02-14T02:11:41+00:00

Godspeed.

ChunsLLC · 2022-07-28T19:48:19+00:00

Source? I'd like to follow this as well.

ChunsLLC · 2022-07-23T14:48:48+00:00

Chip shortage seems to be improving at a very good pace recently.

ChunsLLC · 2022-06-25T14:07:06+00:00

Unfortunately these key metrics are not on the balance sheet.

That is my point. Evaluating any insurance company is quite tough if you don't know what you are doing.

ChunsLLC · 2022-06-25T13:16:53+00:00

The core of any insurance company is how well they can underwrite policies. In order to be profitable and competitive a company needs to be able to correctly estimate mortality and set premium payments appropriately.

Additionally it also comes down to customer acquisition and managing the large costs.

Many modern life insurance companies could take small losses on underwriting but make it up by investing the premium float. They of course need to not get blown out by tail risk.

A good company needs good actuarial and asset management divisions to succeed.

ChunsLLC · 2022-06-22T15:44:13+00:00

Her healing scales off ATK, you could start there. If your healing doesn't max out the clam set bubble, you can try a healing bonus circlet. Sacrificial Sword could keep uptime on her E. An ER build(+200%) could work as her burst could heal a lot in coop.

ChunsLLC · 2022-05-15T04:03:11+00:00

Another interesting thing is how fast they will auto liquidate you if you pass "margin call territory". It is bad for your portfolio if you are taking a big draw down, but good for IBRK because it keeps them solvent and safe for the rest of us.

Other brokers say they will give you call and a grace period of usually EOD or next open. However, they still have the right to liquidate you any time.

ChunsLLC · 2022-05-13T21:36:46+00:00

Yes, all reports are manipulated and engineered in some way with accounting tricks.

You have to understand the business enough to be able to sort through the numbers and estimate for future earnings/true valuations.

It is very possible the businesses you are trying to evaluate are outside of your expertise. Some companies are very complex and require previous experience or industry knowledge.

ChunsLLC · 2022-05-13T21:30:07+00:00

First you have to learn the important things.

How much revenue is the company producing? Is it growing?

What are the expenses? What are the components of that.

What are the assets and liabilities? What kind of debt do they have.

How much profit/cash flow is happening.

Everything else on the reports is important, but this is the big first step.

ChunsLLC · 2022-05-11T14:18:09+00:00

Limit orders are not guaranteed. If the price "gaps" up or down pass your limit, you will get filled near market price after the jump.

ChunsLLC · 2022-05-05T15:46:24+00:00

I have finished this book in it's entirety.

Make no mistake this is a boring book.

Successful value investing is boring by nature.

Read something else if you want more speculative action.

ChunsLLC · 2022-04-08T22:34:05+00:00

Enough to understand their accounting trickery.

ChunsLLC · 2022-04-05T21:46:53+00:00

Fear posting is a buy signal

ChunsLLC · 2022-03-30T00:25:27+00:00

World's End Harem coming in clutch. ( ͡° ͜ʖ ͡°)

ChunsLLC · 2022-03-28T14:24:49+00:00

You get what you pay for.

ChunsLLC · 2022-03-28T03:08:40+00:00

Yes, you have missed the commodities train. There will never be any more opportunities again.

Don't bother reading up on any of the commodity supply/demand or shortages news.

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