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In our community we students of the market openly discuss our various market insights and thoughtful opinions in support of a wider understanding of price behavior. Join us and share your thoughts!

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goldbug58
goldbug58
September 22, 2021 7:19 pm

Building positions in green energy: PLUG, BE, CSIQ, BLDP; some years out from full potential, but expect they will pay off. PMs portfolio continues flat, was looking good earlier today until Fed meeting at 230PM and it reversed.

baz22
baz22
September 22, 2021 4:23 pm

What if ??…. what if Editas brought the two people in the very first LCA 10 in vivo crispr editing trial, to the September 29 presentation… ??… and they were functionally cured of blindness.. ?… That moment would equal the day that Steve Jobs revealed the I Phone on stage at the company presentation- he waited till the very end of his talk… had not even mentioned the ‘ secret ‘ that people had speculated on for months… he Thanked all in attendance, and turned to leave……. Apple’s stock started sliding sharply ( as CNBC was live broadcasting the event… Read more »

Last edited 3 hours ago by baz22
goldbug58
goldbug58
September 22, 2021 4:22 pm

CL_F which is the NY Merc. price finished at $71.98 (US); some US production still offline in GOM, and the crude draws continue for 7th straight week; offsets from SPR releases not helping all that much; its still volatile tho’; daily winners in the #energy portfolio:
IMO +5.5%
SU +4.22%
MRO +5.35
MEGEF +3.10%
TRMLF +2.54%
CVX +2.96%

skyler
skyler
Reply to  goldbug58
September 22, 2021 5:09 pm

very nice, your largest $$$ holding is cvx? broke out of its ‘wedge-‘down’ pattern, technical analysts might say. CVX Chevron Corporation Stock Quote (finviz.com)

goldbug58
goldbug58
Reply to  skyler
September 22, 2021 7:15 pm

CVX and XOM been lagging; all you hear is ESG; good div. stocks; by next summer crude will be to US what nat. gas is to Europe now; good leverage with Canada so I hold; exited CLR and DVN with profits but think I sold too early.

baz22
baz22
September 22, 2021 2:54 pm

Dats just plugging along.. up 18% from Monday

Last edited 5 hours ago by baz22
baz22
baz22
September 22, 2021 2:40 pm

Cool Crispr company from San Francisco… GRPH … love the name….Graphite… awesome leadership.

Last edited 5 hours ago by baz22
Alexx
Alexx
September 22, 2021 2:26 pm

Solid Biosciences (SLDB) mentioned by baz22 a few days ago is down 8%.

I initiated a position @ 2.89

baz22
baz22
Reply to  Alexx
September 22, 2021 2:42 pm

Not to bad…. after a 30% run up from Monday… 😇… Data this week.. hedges ???

Last edited 5 hours ago by baz22
baz22
baz22
Reply to  baz22
September 22, 2021 8:14 pm

9 am. Thursday, September 23, 2021… in 13 hours… 💥

skyler
skyler
Reply to  Bill Cara
September 22, 2021 2:52 pm

$usd jumped . . shake down?  😦 

kaimu
Reply to  skyler
September 22, 2021 3:15 pm

Aloha!
Popped and dropped again! I have bought the hell out of the most beat up sector in all the markets YTD.

I buy Mene(jewelry). I buy Kitco and Vaultchain(gold and silver) and I have been accumulating XAU(TSX) XAUMF, many tens of thousand of shares.

Waiting for the XAU gold based storage totenpass.

Alexx
Alexx
September 22, 2021 2:09 pm
skyler
skyler
Reply to  Alexx
September 22, 2021 2:18 pm

ah kool i have a few shares, thanks alexx.
looking for Bill’s thoughts on the Fed.

skyler
skyler
September 22, 2021 11:26 am

sibanye stillwater $13.80 up 4%, rbc has a price target of $28.00 More than double it’s current price. tough to find earnings listing though? investing.com has . . .
$0.58 vs 0.62eps estimated?
SBSW Earnings Date & Report (Sibanye Gold) – Investing.com

goldbug58
goldbug58
Reply to  skyler
September 22, 2021 4:26 pm

$0.58 GAAP is correct on Rev. of $6.18 Billion; S. Africa, as well as Australian co.’s typically report semi-annual results vs. quarterly; I usually just read the company Press releases for Earnings numbers…

skyler
skyler
September 22, 2021 10:36 am

QuantumScape “solid-state lithium-metal batteries for electric vehicle”. small position, at low of day?? QS QuantumScape Corporation Stock Quote (finviz.com)

Last edited 9 hours ago by skyler
skyler
skyler
September 22, 2021 10:34 am

gm eia crude report: “crude oil inventories . . . decreased by 3.5 million barrels from the previous week. At 414.0 million barrels, U.S. crude oil inventories are about 8% below the five year average . . motor gasoline inventories increased by 3.5 million barrels last week and are about 3% below the five year average.” gas production 9.6M per day
Weekly Petroleum Status Report (eia.gov)

baz22
baz22
September 22, 2021 10:17 am

Who will be left standing….. ?

Alexx
Alexx
September 22, 2021 9:08 am

Cassava Sciences Announces Top-line Results of 12-month Interim Analysis from Open-label Study Evaluating Simufilam in Alzheimer’s Disease

https://finance.yahoo.com/news/cassava-sciences-announces-top-line-123000408.html

Alexx
Alexx
Reply to  Bill Cara
September 22, 2021 11:03 am

It’s now down 7%.

???

baz22
baz22
Reply to  Bill Cara
September 22, 2021 7:57 am

Look for PLUG…. * Bloom Energy- BE – would be the Power Plants…. Restarted SPWR yesterday. With their spinoff of MAXN , Sunpower is ultra-efficent in design and installation . A complete system can be designed online in less than 5 minutes .. With the Biden initiative and best in class panels, the future looks pretty good…

BillCara
BillCara
September 21, 2021 10:45 pm

Big night for Copper

To this point at least

Let’s see what tomorrow brings

Big report to come from the Fed/FOMC

skyler
skyler
September 21, 2021 5:15 pm

api crude report: “inventories decreased by about 6.1 million barrels . . . also showed that gasoline inventories declined by about 432,000”
Oil Inventories Fell by 6.1M Barrels Last Week: API By Investing.com