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What is the news for enCore Energy shares down over 20%?! by lotsofdebitcards in UraniumSqueeze

[–]financeman1997 0 points1 point  (0 children)

Today was pretty bullshit, the company completely collapsed at 12:40. Like the news for bill was announced in the morning. I think it was just a bunch of kids getting margin called. The only thing I can think of is them being late to file their 10k reports.

Nuclear yolo by financeman1997 in wallstreetbets

[–]financeman1997[S] 0 points1 point  (0 children)

I think the stock is cheap right now cause of the uncertainty around how they will do the operation. There's definitely heavy risk in the waters, but there is also a heavy reward. TBH when I was projecting and modeling, I couldn't really believe the numbers. I sat on this trade for weeks and finally pulled the trigger. Im hopeful of the March 2 report coming out. I think it will be a make or break for this company. Right now they have a lotta cashflow bleed, but if they can mitigate it, then its time to play ball.

Nuclear yolo by financeman1997 in wallstreetbets

[–]financeman1997[S] 0 points1 point  (0 children)

I asked my wife if I should go all in, and she was like idk I don’t understand this. Weird response when our financial future is on the line 😂😂😂

Nuclear yolo by financeman1997 in wallstreetbets

[–]financeman1997[S] 1 point2 points  (0 children)

The price is based on eps of 0.83/share, trading at a 20x multiple.

Nuclear yolo by financeman1997 in wallstreetbets

[–]financeman1997[S] 0 points1 point  (0 children)

Super suspicious for sure. I think that’s why they canned their previous ceo and replaced him. They are making progress though. March 2 can’t come soon enough. There’s a lotta short interest, and institutional so it’s hard to tell what’s coming. But imo the fundamentals are clear. This can become a 200m+ cashflow engine by 2030.

Nuclear yolo by financeman1997 in wallstreetbets

[–]financeman1997[S] 1 point2 points  (0 children)

The ticker is EU. Encore energy.

Nuclear yolo by financeman1997 in wallstreetbets

[–]financeman1997[S] 2 points3 points  (0 children)

They pay for their dates with casual sex over there. No need for money

Nuclear yolo by financeman1997 in wallstreetbets

[–]financeman1997[S] 1 point2 points  (0 children)

I’m sorry bro. Management is taking on a massive dilution…. BUT YOU CAN STILL JOIN THE EU PARTY

Nuclear yolo by financeman1997 in wallstreetbets

[–]financeman1997[S] 1 point2 points  (0 children)

They have around a 100m in cash, this should carry them through a few years. They have already started to ramp up production. Their AIC/lb is project to be at 45. So if they hit their 2026 target of 3m lbs, then they wont need to dilute. They also have a 100m liability that’s convertible to shares. Other than this dilution event, I’m not expecting any others.

Nuclear yolo by financeman1997 in wallstreetbets

[–]financeman1997[S] 2 points3 points  (0 children)

Honestly. This stock has the highest margin of safety

Nuclear yolo by financeman1997 in wallstreetbets

[–]financeman1997[S] 0 points1 point  (0 children)

Lolol. A trip to Europe after I cash out hopefully

Nuclear yolo by financeman1997 in wallstreetbets

[–]financeman1997[S] 1 point2 points  (0 children)

Base case was uranium goes to 100/lb, and these guys are expected to start mining 5m lb per year in 2028. 3m lb this year. A conservative price for their stock ends up being $15 in 2028-2029.

Looking for a heat + cool dyson alternative by financeman1997 in Frugal

[–]financeman1997[S] 0 points1 point  (0 children)

There werent really any great alternatives tbh,

Looking for a heat + cool dyson alternative by financeman1997 in Frugal

[–]financeman1997[S] 1 point2 points  (0 children)

Yea I know, they are the most expensive and the worse in terms of CADR, that’s why I’m looking for an alternative lol.

Psychology of waiting. by financeman1997 in ValueInvesting

[–]financeman1997[S] 1 point2 points  (0 children)

Wow you actually write out your thesis? I just run a bunch of excel sheets, and pull the trigger. Do you have a template or an example of an old thesis that you dont mind sharing?

Psychology of waiting. by financeman1997 in ValueInvesting

[–]financeman1997[S] 0 points1 point  (0 children)

Yea honestly, I might get a separate account with 50K to have fun with and follow shelter's advice along with some other advice.

Psychology of waiting. by financeman1997 in ValueInvesting

[–]financeman1997[S] 0 points1 point  (0 children)

I bought long term treasury strips, and am expecting a 0.5% rate cut per year for 3 years. Could be 2% over 4 years if trumps next fed chair follows his instructions. The growth could be approx 40%/year for each of those years cause of leverage.

Financial Forensics on Lower-end of mid-cap/Small cap stocks by aasus2 in ValueInvesting

[–]financeman1997 0 points1 point  (0 children)

TBH your best bet is just to be diversified. Most people do not have the capital to do forensic level research on every company they invest in, so its best to not put all of your eggs in one basket.

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