I may watch this to get a better understanding of the competitive landscape for WWR.

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CENTENNIAL, Colo.--(BUSINESS WIRE)-- Wes****er Resources, Inc. (NYSE American: WWR), an energy materials development company, today announced it will be presenting at the Planet MicroCap Showcase: VIRTUAL on Thursday, April 22, 2021 at 12:00 PM EDT. Chris Jones, CEO of Wes****er Resources, will host the presentation and answer questions from investors.

To access the live presentation, please use the following information:

Planet MicroCap Showcase: VIRTUAL 2021
Date: Thursday, April 22, 2021
Time: 12:00 PM Eastern Time (9:00 AM Pacific Time)
Webcast: https://www.webcaster4.com/Webcast/Page/2059/40749

Wes****er Resources (NYSE American: WWR) is focused on developing battery-grade graphite. The Company's projects include the Coosa Graphite Project the most advanced natural flake graphite project in the contiguous United States and the associated Coosa Graphite Deposit located across 41,900 acres (~17,000 hectares) in east-central Alabama.

If you would like to book 1-on-1 investor meetings with Wes****er Resources and/or watch the Wes****er Resources presentation, please make sure you are registered for the virtual event here: https://planetmicrocapshowcase.com/signup.

1-on-1 meetings will be scheduled and conducted via private, secure video conference through the conference event platform.

The Planet MicroCap Showcase: VIRTUAL website is available here: https://planetmicrocapshowcase.com/. If you can't attend the live presentation, all Company presentations ("webcasts") will be available directly on the conference event platform on this link under the tab "Agenda": https://planetmicrocapshowcase.com/agenda

TA filters are a joke. Because t w a t is buried in West water the word gets edited.

Also, here's a podcast with the CEO, Chris Jones, on the Coosa project in Alabama.

https://podcasts.apple.com/us/podcast/coosa-conversations-with-chris/id1534288297

Monday Macros

: Expect Rate Challenges This Week... Resistance Versus Massive Supply...Fed BO

We expect challenges to Treasuries this week as the short covering and bearish bounceback happened last week... JPM set a record bank issuance on Thursday of 13 billion, only to be broken by Bank America Friday with 15 billion... Will Citi be next? Banks understand that higher rates are coming , regardless of the 20 basis bounce move we just saw where 10 years moved from 1.75 to 1.55...Fed meetings tend to be turning points or trend reversals... And we have another Fed meeting next week, so the Fed speech black out is in place until Powell speaks a week from Wednesday. JPM asset management put out a piece that the Fed will start talking about tapering middle of the year to start at the beginning of 2022... We tend to agree...Atlanta first quarter GDP is now around 8.3%

Rates...before we start talking about the next big move in rates we have to handicap the week... Last week we saw shorts partially throw in the towel... They were looking for strong US economic numbers, and they got them across the board, but they did not get the price action they expected...CTA's are still short with about 10-15 basis on profit, so the question becomes could we push rates down to the 1.40 ish level for 10 years to get the last big short base to punt?... We do not think so, but for today we see resistance on 10 years at 1.52 and long bonds at 2.21... We need to push levels through that to reach the next range of 1.45-1.47 10 years and 2.125 long bonds... We do not think we get there... If rates start to back off then we have all the levels as we just went through last week, 1.58 10 years, 1.62, then 1.68... Similarly with bonds 2.29, the auction level of 2.32, and then 2.40... We still think the bigger moves come with a Fed catalyst next week... So be prepared to be range bound this week... Action should still be in spread product, but that is getting increasingly expensive.

Equities... No great insight until mid May... We still think the record closes are masking weakness underneath the markets and a topping out... But records continue to be set, but unfortunately the small cap sector has been going the other way. According to Barron's "the under-performance by small caps and weakness in cyclical sectors constitute a pretty decisive risk-off signal beneath the surface as the S+P continues to make all-time highs. "... We could have just said of the 150-200 stocks and mutual funds we follow, we have seen some chunky losses lately, as we focus primarily on smaller caps... Overnight equities have been marginally negative, but no big moves except in Bitcoin, which collapsed yesterday and is making a mild comeback this morning.

Fed and inflation... The Fed last week made another big pitch that inflation and the stronger economic numbers are transitory, and the market bought the argument... Not here, not us... Inflation is massive and is not subsiding anytime soon. Lumber , as measured by 2 by 4s, hit 1260 for every 1000 board feet, up 50% in just a month, and triple what it went for early last year. Steel futures have jumped 41% . Iron ore up 10% higher and copper up 20%. Lumber's rise in cost has added more than 24,000 $ to the average price of a new home according to the National Association of Home builders... And we still had a 19.4% increase in housing starts in last weeks number... Inflation is not going away and it will be a problem for the Fed... We doubt they address it next week, but the way we see it, Jackson Hole, whether live or virtual, would be the next be about the right time to show concern.

Corporate spreads seem more and more priced to perfection... With CPI inflation at 2.6-2.7% and prices moving higher, IG at an average of 2.18%, HY back under 4% and CCC at 6.5%, there is more room for error than profit.


Bitcoin... We don't like to talk about it because it is not a currency and not something we trade or would recommend... But living and working at home, with my son playing the markets daily, it is something I can not help but here about...especially when his "doge coin" went up 400% in the last week or two... Meanwhile Bitcoin went from 62000 Saturday to 51,707 overnight to 57000 now... Our friend made some great points on Bitcoin and how it trades... That all the bad boys of the world have sizable positions in Bitcoin, so they do not have to clear through US clearinghouses... Hence when sanctions are put on, selling occurs as the countries sell to get needed cash... Also when there are cyber attacks the price of bitcoin soars as those attacked have to buy bitcoin to pay... All make sense, but we have never thought through how bitcoin works.

We think we are on the verge of another change in trend... Vaccines are still being given out at about 3mm a day, covid cases will reverse... Economic numbers will still be strong and higher rates and wider corporate spreads will be the next big move...have a good week.

look at that move by CLOV

just rocketed past 10

irish pete ag06 said:

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SNDL up 12% already. Planning to sell some CCs today.

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It's because tomorrow is 4/20...

CastleRock said:

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Good morning friends /nantz

All of my ugly April red calls have disappeared from my positions list, and I'm feeling great.

Have we had any OA discussion on WWR? We have dipped back into the low 4s. Are we still feeling great about $15-$18 by early Q4?

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No change. It's a 2022 trade and use 2021 to accumulate. Most are net free and have to make a decision if they want to add another round. I did using naked puts and shares with 50% covered calls close to what I outlined last week for consideration of new people looking to enter.

Kampfers said:

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look at that move by CLOV

just rocketed past 10

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Expect CLOV to continue and hit Model T $11.20 area.