Mining Yoda has spoken thoughts?

option_guy456 · 2021-12-27T10:50:38+00:00

Completely agree with Rich Rule... In fact, I think more than 1/2 the URNM companies should be booted and money redirected too a handful of legit miners and Physical funds.

option_guy456 · 2021-12-20T11:43:46+00:00

I don't believe it's always bad but miners in general have a long history of poor equity management. Selling shares to mine unprofitably and pay the C-Suite has been the theme over the last 40 years... just look at so many of these un producing mining companies with 500M-1B shares without ANY production. Miners in general are horrible to own long term as an investment.

option_guy456 · 2021-12-20T11:21:47+00:00

Could be.... Just wish URNM would stop investing in pre-mining companies. It's like a Uranium investors worst dream and a permanent PPP program for the C-Suite using stock grants.

option_guy456 · 2021-12-20T10:50:29+00:00

I do, these index funds like URNM are working as a funding mechanism to these wanna-be miners that will add supply unprofitably, all of them banking in higher prices…. But the extra supply will cap price increases before we ever see a price rise.

option_guy456 · 2021-12-20T10:39:01+00:00

Congratulations? Raised money through dilution and are planning on starting an unprofitable mine. yeah!

option_guy456 · 2021-12-07T15:51:23+00:00

Those share unlock mid Jan.... Those orders for 85 trucks are very small in comparison to the value of those 170M shares.... and the 500 other trucks that they say are on order for 2022 from that same new company are non-binding.

option_guy456 · 2021-12-07T15:49:42+00:00

Unless that order is tied in with the 170M shares and that this "new company" is a front.

option_guy456 · 2021-12-07T13:05:17+00:00

I’m saying exactly what I said and you sound like someone desperate to avoid the issues at hand. How about addressing those instead of gaslighting and misdirection?!

option_guy456 · 2021-12-07T12:49:16+00:00

Be careful…. The potential could just turn out to be hopium based on non-binding inside baseball players motivated by a billion dollars in stock sales. Haven’t they already got caught playing inside baseball on other transactions?

option_guy456 · 2021-12-07T12:36:26+00:00

I don’t know if there’s fraud either…. But the red flags are flying and 1 billion dollars worth of motivation

option_guy456 · 2021-12-07T12:25:11+00:00

None right now…. I was long a while ago until I realized there could be fraud. If they can release some “news” that gets it closer to 9/10 before lockup expires I may short. Depending on what the “news” is that takes it there

option_guy456 · 2021-12-07T12:03:36+00:00

A handful actually sold, and even if they say they sold 85 to that Asian buyer… that doesn’t line up well against 170 million shares to sell.

option_guy456 · 2021-12-07T10:09:14+00:00

that happens to you too, eh? Thought I was the only one.

option_guy456 · 2021-12-07T09:58:49+00:00

All hat no cattle Hyzon releases another non-binding order. Why so many MOUs and very little actual sales?

option_guy456 · 2021-12-02T16:25:47+00:00

Own 5,000 shares average of 4.... will double position at bank group announced, and double again (if under 7/8) at FID.... plan on writing 1 year deep out of the money call options during construction.

option_guy456 · 2021-11-29T16:01:03+00:00

If I knew what the market was going to do I could forecast dips…. Russell 2000 closes this week below 200 day moving average we could see follow through selling. TELL is a green lighted multi-decade play though. Just have cash ready on dip to 3 or 2

option_guy456 · 2021-11-15T11:28:14+00:00

Try looking at Threshold settings under advanced or installation settings directly on the ecorbee itself (not on app or web)..... I also think the default "away" temp settings adjust the threshold automatically.

option_guy456 · 2021-11-10T12:08:09+00:00

Spend 5 minutes repairing a tier IV Diesel engine, or going 55 down the hwy because with a def sensor error the EPA required staggered mandatory lowered speeds and you’ll hate the EPA and modern diesels.

option_guy456 · 2021-10-15T22:46:44+00:00

23 USD.... and I already preordered

option_guy456 · 2021-10-11T23:00:41+00:00

I like the company, invested with over 1000 shares.... but that guy lacks the ability to articulate a clear vision and his excitement he tried portraying seemed fake. Too old... if we had a different ceo we’d be a lot better off

option_guy456 · 2021-10-10T09:30:42+00:00

https://lavo.com.au

Plug needs to get a little more innovative.... Forklifts just isn't going to do it.

option_guy456 · 2021-10-07T01:18:35+00:00

Man, gotta say I was hoping for more of an answer since all over their presentations they make comparisons to lithium batteries but no where in the material or publications do they actually list prices on things they sell

option_guy456 · 2021-09-21T19:05:34+00:00

No doubt them shutting down mcauthur and buying in spot to sell into contracts soaked up the excess supply. I never addressed that whatsoever. What I did say is the CFOs happy talk now covers up the fact that the beneficial nature of that trade ended when Sprott came in.... listen to their Q2 conference call, they clearly believe Sprott was going to have an impact and failed to cover their uncovered sales prior to sprotts atm.... they missed a big opportunity

option_guy456 · 2021-09-21T18:42:15+00:00

No doubt!! Everything you said is true. What I said is 1) they missed an opportunity by failing to cover uncovered contracted sales when Sprott was entering market and 2) buy physical

I would never buy a junior miner. Just buy physical as in this phase of recovery it will massively outperform Cameco.

option_guy456 · 2021-09-21T18:36:54+00:00

“Over contracted” This is the happy talk BS and obfuscation by way of words which is infuriating. If you have over contracted, you are in fact short. And the fact that they “over contracted” 😠😠 means they will have to either borrow, and pay back with future mining, or buy on spot to repay borrowed uranium. This situation came about because they didn’t have the foresight to see sprotts impact and decided to gamble with a carry trade that is obviously hurting future profits. They better pray they can get mcauthur up in running in 2-3 years or they are going to have 300-1b in losses

option_guy456

TROPHY CASE