WWR with a little green move. Baby steps.
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Last: 21 min ago by confucius_ag
Bob Knights Paper Hands
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Feel like Apple will pull truth social from the app store, and DWAC will tank on that headline...............
Seeing that screenshot of the interface that looks remarkably like Twitter's, I think they have a problem there too.McInnis 03 said:
Feel like Apple will pull truth social from the app store, and DWAC will tank on that headline...............
McInnis 03 said:
Feel like Apple will pull truth social from the app store, and DWAC will tank on that headline...............
Certainly feels like a real possibility, but man that would almost have the opposite effect. Big tech censorship is already a hot button issue, I think Apple will try and stay out of the limelight after seeing Zuck get matched in front of Congress. They don't need that drama
Bob Knights Paper Hands
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I've added to some 2/18 SPY, SPX, and TSLA butterflies targeting their max pain. Everything at lotto size now and I'll be quick to go net free using sell orders and leave runners. I also added a few VIX $24P for next Wednesday. Also setting sell orders for net free plus a runner or two. Small portion sizes, but I feel relatively confident we get back up towards those Max pain ranges at some point this week.
Was afraid to play GNRC earnings.
Should have.
Should have.
RGS on the rally horse. Broke 1.80 (finally!) and now up to almost 1.90.
Rounded base/cup forming. Have not added further shares but strongly resisting the urge….
Rounded base/cup forming. Have not added further shares but strongly resisting the urge….
Bob Knights Liver said:
WWR with a little green move. Baby steps.
$5 yet?
Not sure who this guy is ... he has over 42K followers on Twitter and has sent out at least 5 tweets on WWR this morning.
https://twitter.com/beach_trades/status/1493973756481609728?s=20&t=uuwDaXDjXazfyNcFVFoUOg
https://twitter.com/beach_trades/status/1493973756481609728?s=20&t=uuwDaXDjXazfyNcFVFoUOg
TTD with a pretty strong reversal...lets just get her back to $90 where she belongs and we will pretend this dip never happened.
what a move by TTD! big boys just shaking the tree, lol. I noticed the put volume dissppearing on reversal and premiums on puts dry up.
Bob Knights Paper Hands
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No, but man it wants that $2.31 50-day by July 4th.
Bob Knights Liver said:
WWR with a little green move. Baby steps.
Don't jinx it!
that account retweeted OA. Be interesting to watch.H-town ag said:
Not sure who this guy is ... he has over 42K followers on Twitter and has sent out at least 5 tweets on WWR this morning.
https://twitter.com/beach_trades/status/1493973756481609728?s=20&t=uuwDaXDjXazfyNcFVFoUOg
Bob Knights Paper Hands
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That's me guys.
No it isn't.
No it isn't.
followed you on the VIX, when BKL speaks I listen! I still laugh every now and then when I think about that bad trade you had and you said you wanted to go down the street to fight the neighbor's MMA kid (and give yourself a good butt whipping) LOLBob Knights Liver said:
I've added to some 2/18 SPY, SPX, and TSLA butterflies targeting their max pain. Everything at lotto size now and I'll be quick to go net free using sell orders and leave runners. I also added a few VIX $24P for next Wednesday. Also setting sell orders for net free plus a runner or two. Small portion sizes, but I feel relatively confident we get back up towards those Max pain ranges at some point this week.
Bob Knights Paper Hands
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Will QQQ get back to that 355-356 range here? Please?
Let's go R2G today. Okay?
I'm long Fri 355c's from the W formation.Bob Knights Liver said:
Will QQQ get back to that 355-356 range here? Please?
I think the term kids use is LFGGGGGGGGGGGGGGGGGGGGGGGGGG
However, in reality, cue some crazy ass Putin headline.
Praying for a safe delivery!Carlo4 said:Carlo4 said:This is fitting. I was married on 2/22/20... and the market started crashing 2/24/20.ProgN said:More via @nickschifrin : Defense officials anticipate a horrific, bloody campaign that begins with two days of bombardment and electronic warfare, followed by an invasion, with the possible goal of regime change. The North Atlantic Council was briefed on this new intel today.
— Geoff Bennett (@GeoffRBennett) February 11, 2022
I'm guessing my first daughter will be born the day they invade as my wife will be induced 2/15.
No war… that's good.
No child…. That's pending.
My wife and I arrived for induction at midnight as an open spot came up at the hospital. They even took our picture as we are the first couple to use a new wing of the labor and delivery.
Can't wait to meet my first born!
Carry on you degenerates!
My wife and I welcomed our 1st born 2 years ago today. Best 2 years of my life! I hope you enjoyed your sleep!
#SuperBearishjbeck3487 said:Praying for a safe delivery!Carlo4 said:Carlo4 said:This is fitting. I was married on 2/22/20... and the market started crashing 2/24/20.ProgN said:More via @nickschifrin : Defense officials anticipate a horrific, bloody campaign that begins with two days of bombardment and electronic warfare, followed by an invasion, with the possible goal of regime change. The North Atlantic Council was briefed on this new intel today.
— Geoff Bennett (@GeoffRBennett) February 11, 2022
I'm guessing my first daughter will be born the day they invade as my wife will be induced 2/15.
No war… that's good.
No child…. That's pending.
My wife and I arrived for induction at midnight as an open spot came up at the hospital. They even took our picture as we are the first couple to use a new wing of the labor and delivery.
Can't wait to meet my first born!
Carry on you degenerates!
My wife and I welcomed our 1st born 2 years ago today. Best 2 years of my life! I hope you enjoyed your sleep!
Bob Knights Paper Hands
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The WWR put selling fiasco. Yes, I remember that one well. It wasn't a huge percentage loss, but failure in portion sizing strategery.
Are you still in CENX?$30,000 Millionaire said:
So to give a readout of where we are:
- APA closed at $32.3, our basis is about $33 after the covered calls. Going to keep this one, I think. The energy bull market is not dead in my opinion. I may reduce to 100 shares instead of 200
- DKNG had a good day. Let's see if we get assigned on the 26C
- KO is flopping around and consolidating. Premium is not worth selling calls. I want 65 or more
- NEM we are -1%. Gold looks good, we will keep as long as gold is good
- SHOP - close to B/E. If you're nervous, sell now. I'm holding because our position is small
- PLTR - don't need to do anything
- TTD - biggest risk with earnings. I am going to hold through
- XSP - I stopped on this with that spike. Oh well.
thanks for these updates!
Someone showed the world my in-depth analysis...BREwmaster said:
what a move by TTD! big boys just shaking the tree, lol. I noticed the put volume dissppearing on reversal and premiums on puts dry up.
Sold dvn this morning for a quick profit.
I have too much exposure to the price of oil so I will slowly start unloading the oil companies.
I have too much exposure to the price of oil so I will slowly start unloading the oil companies.
$BA bull flag.
I sold $CENX yesterday above $20
Euro close in a few minutes. No surprises. If anything is going to happen, it will be post euro close or at 2pm.
volume still very bad.
well, I'm gonna go walk the dog.
$WWR "0" debt. Hasn't even began production of materials that sector is moving upward. I buy diamonds that look like dirt. I let all the "dog" and "bag holder" banter signal bottoms. pic.twitter.com/oykVkoIHYs
— NIL Participant - Sorry Kiffin (@oldarmy1) February 14, 2022
I usually agree w OA - but this take is missing some project finance nuance IMO. WWR is going to have debt, and soon. They keep saying $198-$202MM to build the upgrader. $115MM cash on hand. Where does the $83MM+ (assume they don't use up all their cash to keep working cap) funding come from?
12/31/21 they have $47MM remaining w/Cantor ATM agreement to sell equity. So at least $40MM to go. Ouch for equity holders if they have to use it all.
Debt will enter the equation at some point, cost will likely be high as they don't have large sales commitments yet and no (zero) other business to cover it.
IMO you gotta conservatively assume they obtain a debt facility w covenants to sweep the most of expected (2024+) $24MM in project FCF to pay off high cost principal, leaving little to nothing for equity holders for a while.
Might be missing something here but I think it's still a long road ahead for WWR.
ETA: this says nothing about future (10+ yr) valuations of WWR after they get off the ground, get the plant commissioned, and find their customer base. Great potential especially once they can assign some value to the Coosa mine reserves of graphite. Was simply a commentary on the "0" debt thing.
10-4.
great post here, thanks for the knowledge dropping!
already nice and green on the VIX puts. VIX may roll over here soonBob Knights Liver said:
I've added to some 2/18 SPY, SPX, and TSLA butterflies targeting their max pain. Everything at lotto size now and I'll be quick to go net free using sell orders and leave runners. I also added a few VIX $24P for next Wednesday. Also setting sell orders for net free plus a runner or two. Small portion sizes, but I feel relatively confident we get back up towards those Max pain ranges at some point this week.
good call, nice looking W. lower second dip on the W can actually be super bullish. of course as long as msm doesn't shell us with a fake headline.McInnis 03 said:I'm long Fri 355c's from the W formation.Bob Knights Liver said:
Will QQQ get back to that 355-356 range here? Please?
I think the term kids use is LFGGGGGGGGGGGGGGGGGGGGGGGGGG
However, in reality, cue some crazy ass Putin headline.
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