Business Owner (retired) Real estate investor with finance background. Fundamental trader that dabbles occasionally in small caps and momentum. DYOR 🙌🏿
Joined January 2021
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$DKI Been in since 9am. I don't move tickers I just play them. Have to say joker n crew did good moving this. Plenty of dips for people get in cheap and they stuck with it and got it done. spam a bit much but this one gave everyone not just frontloaded opportunities. Good job!
Trading indeed hard. But hardest thing in life was to "heal" the generational traumas. Then being a parent. Then trading yes. But those two easier once the hardest part done..."healing" being a degen trader can get huge gains 💯 but gotta know when it's enough n time to heal.
$SOS are you the new resident pumper spamming tagging new sheep dog!? I promise u it will have the opposite outcome u are trying to achieve.... But my eyes more on @offdutti now...😁🥰🙌🏿
$SOS
Added the dip. With fresh company results out + the 500MW Indonesia AI data-center catalyst still in play, I’m watching for ANY new announcement. One strong PR + volume could change the setup quickly.
$NVDA $PLTR $SOUN $RKLB
@StockMKTNewz @MarketRebels @InvestorsLive
YES! @frankyboyz @PlayBookTrades @TyroneLopez_ u guys built an excellent diverse trading community. The guidance. Experience and success you guys bring is unmatched! On my small cap trading days I spend in there full. You guys made it easy to switch back n forth. Thank you🙏🏿
$ARTL PBT is da🐐
$ARTL currently untouched at $4.70 with news this morning;
Artelo Biosciences Files New Provisional Patent Application Covering ART27.13 for Obesity, Alone and in Combination with GLP-1 Receptor Agonists, Following Unexpected Nonclinical Findings.
Market is shifting away from the morning movers and chopping things up there so I would prefer to avoid trading those.
Let's see if market finds this now since nothing else is really moving.
$5.65+ for further moves and $6.35+ to fully open up on the daily chart.
Under $4.30 invalidates structure.
Don't get to spend a whole lotta time in his discord but I subscribe. Anytime I do I will say each step of the way with full disclosure and guidance he's calling and guiding. This dude is a 🐐 for real. Doubters n haters subscribe n see for yourself. Great discord as a whole too!
$RETO
$4.46 NHOD, up over 480% now.
Got my $3/5, let's see how far we can go now, all for fun now. 💯
There's no technical levels or reason to properly trade over here now, this is a pure illogical move. 🔥
But it helps if you're in early because you're forced to make big profits. 💰
This company doesn't do oil. It's real estate does advisory on oil assets for folks. As well as oil small caps not running with large cap. Not a theme yet kids. Gimme sum meat I can chew plz..🙌🏿 Oh and nah not personal.wont destroy (That's only one person I will do that to)
$GBR
Built by a trader! For traders .... I just subscribed. Like all I see. It's helped me add to my existing trades and see things I won't! I'm on $SPY $QQQ $IWM and can't always focus on individual tickers. Miss opportunities. Great tool to help me catch additional trades 🙌🏿
TheScanner.Ai I built a sick tool that retail can fish on their own, and not have to follow someone’s every move.
$SPY $IWM $QQQ
$uuuu lmao u are a tool. There's about 5 different factors u not accounted for. Let's do this. 10k challenge. will set up a 10k account trading this long scaling next 7 days and 6-8months let's see where it is based off your toolery! Bet u it's up. Deal? If not up 20-30% I give u the 10k
Wow this @Energy_Fuels deal is expensive.
Not “looks a bit expensive.”
Expensive.
VAC is a real company. Real customers. Real tech. Real magnet business.
But based on 2025 numbers, Energy Fuels is not buying some beautiful cash machine.
VAC did $28.6M in adjusted EBITDA and lost $50.6M on a net income basis.
Energy Fuels is paying about $1.9B equity value.
That’s roughly 66x VAC’s 2025 adjusted EBITDA.
Add the $140M of adjusted net debt and you’re at about $2.04B enterprise value.
That pushes the valuation to roughly 71x adjusted EBITDA.
In plain English:
If you only look at what VAC earned last year, the deal looks extremely expensive.
So management does not want you focused on last year.
They want you focused on Sumter.
Sumter is VAC’s rare-earth magnet facility in South Carolina.
That is where the future math is supposed to come from.
Energy Fuels says Sumter could generate:
2,000 tonnes per year: $65–75M EBITDA
4,000 tonnes per year: $130–140M EBITDA
12,000 tonnes per year: around $400M EBITDA
Now you see the bet.
At 2025 EBITDA, the deal looks brutal.
If Sumter reaches 2,000 tonnes, the math looks less insane, but still not cheap.
If it reaches 4,000 tonnes, the deal starts to look more interesting.
If it ever reaches 12,000 tonnes with real customers and real margins, Energy Fuels could look smart in hindsight.
But that is the whole issue.
A lot still has to go right.
Sumter has to ramp.
Customers have to sign.
Margins have to hold.
ASM has to work.
White Mesa has to feed the chain.
And shareholders need cash flow per share, not just a bigger company.
I’ll need a few more days to finish my research and give you my full summary and opinion on the deal and on the company Energy Fuels is trying to become.
Stay tuned.
And if you don’t want to miss it, subscribe to my Substack for free. I’ll send the full article straight to your inbox. Link is in the Bio or in the post below 👇🏼
There's a third one US counting on. Just announced last week. China free...😁
$uuuu leggo 🙌🏿
CHINA JUST BLACKLISTED THE TWO COMPANIES AMERICA IS COUNTING ON TO ESCAPE CHINESE RARE EARTHS
WHAT'S IN THE ORDER
· China's Ministry of Commerce added 10 US entities to its export control list, effective immediately from the date of publication.
· The order prohibits Chinese export operators from sending dual-use items to any of the 10 entities, and separately bars any organization or individual in any country from transferring China-origin dual-use items to them; ongoing exports must stop now.
· An export can still happen only if the operator applies to the Ministry of Commerce and the case qualifies as a genuine special circumstance, there is no standing exception otherwise.
· The 10 entities span drone and aerospace/defense suppliers, Aveox, Red Cat Holdings, Teal Drones, IMSAR, Jaia Robotics, Ball Aerospace (listed under its common name as BAE Systems' Space and Mission Systems business), Oshkosh Defense, and L3Harris Maritime Services, plus two rare earth producers, MP Materials and USA Rare Earth.
OE READ: The drone and defense names read like a routine entity list addition. MP Materials and USA Rare Earth land differently, those two are the backbone of the US push to build rare earth and magnet capacity outside China. Cutting their access to Chinese-origin dual-use inputs looks less like a blanket retaliation list and more like a pressure point aimed at the build-out itself.
Retaliation, or China protecting its leverage before the alternative gets built?
$MP $USAR $LHX
