The Trinity: The Missing Puzzle Piece to Fight Cancer — Update: Watch ONCY

  

Part 2:  The Trinity Approach 

New colorectal results — backed by pancreatic and breast cancer signals — show how Pela may be the missing piece that makes checkpoint inhibitors finally work where they’ve fallen short.

Top Line – Quick Read

ONCY’s new colorectal data may be exploratory, but the impact is hard to miss. KRAS-mutant MSS colorectal cancer is one of the toughest oncology populations, making up roughly 35–40% of all colorectal cases — about 50–60,000 patients every year in the U.S. and nearly 700,000 worldwide. Using just checkpoint inhibitors has fallen short here without the immune agent that Pela fits into like the missing puzzle piece. Pela changes that equation: flipping tumors from cold to hot, opening the door for checkpoint inhibitors to finally work. Seeing PFS nearly tripled and OS more than doubled isn’t just numbers — it signals improved and longer life, and within the Trinity framework — CI, ADC, and Pela — perhaps even the possibility of durable remission, or even a cure...

The Trinity Mechanisms Explained

Yesterday’s PR on new colorectal (KRAS-mutant MSS) results adds weight to the Trinity Approach, alongside earlier pancreatic cancer signals and supportive breast cancer data. We’ve been tracking this framework — three mechanisms that big pharma could already be sketching on their planning boards, waiting for more validation. Here’s how each part works, and why today’s data matters:

• Checkpoint Inhibitors (CI): block certain proteins (like PD-1) that tumors use as a shield to suppress the T-cell attack. This opens the doors for Pela to attack.

• Antibody–Drug Conjugates (ADCs): deliver precision-targeted antibody and chemo payloads, less harshly than traditional chemotherapy.

• Pelareorep (Pela): infiltrates cold tumors, replicates inside cancer cells, and triggers their death. At the same time, it flips the immune switch — multiplying T-fight cells, building memory T-cells, and turning the tumor from invisible to inflamed. This priming effect is what makes checkpoint inhibitors and ADCs hit harder.

The new colorectal results just announced add more validation that Pela has something real.

Stock Talk – Combo Power

As we outlined in the last report, the Trinity isn’t just three lanes running parallel — it’s about the combos:

• CI + Pela: immune shields removed, tumors primed, stronger immune attack.

• ADC + Pela: payloads delivered into tumors already sensitized, hitting harder with less collateral damage.

• CI + ADC + Pela: the full integration — immune priming, checkpoint release, and precision kill.

What’s different now is that Pela’s role just got more validated with the new colorectal results just announced. That shifts it from “hypothetical partner” to “credible force multiplier” for the big pharma players we already highlighted.

Investor Lens – Odds Reset

The new colorectal data just announced comes from a subgroup exploratory trial, so it isn’t the final word. But even at this stage, seeing PFS nearly tripled and OS more than doubled is a signal with potentially huge impact — especially in a population where using just checkpoint inhibitors has fallen short without the immune agent that Pela fits into like the missing puzzle piece.

That moves Pela up a notch. For investors, the angle isn’t ONCY proving it can stand alone — it’s that the data raises the odds of buyout or partner interest from big pharma. ONCY now carries somewhat less speculative risk with potential upside, possibly significant if the stars line up.

It remains a “maybe” — to see if ONCY management can maximize potential or languish in the old-guard ways of the past.

Why the New Colorectal Results Matter

KRAS-mutant MSS colorectal cancer is one of the hardest-to-treat groups in oncology. Roughly 40–45% of all colorectal cancers are KRAS-mutant, and most of those are MSS. That works out to about 35–40% of all CRC cases — or 50,000–60,000 new patients every year in the U.S. and ~700,000 worldwide. Using just checkpoint inhibitors has fallen short here without the immune agent that Pela fits into like the missing puzzle piece.

Pela changes that equation. By flipping tumors from cold to hot, Pela can make checkpoint inhibitors work in this population for the first time. That’s why PFS nearly tripling and OS more than doubling isn’t just numbers — it’s impact. It is not hyperbole to say the potential is improved and longer life, and within the Trinity framework — CI, ADC, and Pela — maybe even the chance for durable remission, or even a cure.

The new data makes ONCY’s Pelareorep harder to ignore — and seems to put ONCY at square one directly on center stage.  Large pharma is on the hunt for missing pieces that fit into current regimens safely — and Pelareorep now looks more like one that may deliver relative safety and synergistic effectiveness.

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If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
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Special Report: The Trinity Approach: Combining What Big Pharma Has - With What It Needs - and Watch ONCY

  

Market Talk 

Inflation is proving sticky and new tariffs add uncertainty, while the Fed has also signaled concern about rising unemployment. That mix makes it likely the Fed will reduce interest rates, even as growth softens — the kind of backdrop that carries the early signs of stagflation. In that environment, hard assets shine. Gold historically outperforms when inflation runs hot and stocks stumble, while silver, the high-beta cousin, delivers bigger swings once the bid shows up.

HL and KGC remain at the forefront in this cycle — steady names in the metals space, less speculative, and still positioned to benefit

Stock Talk

Sometimes special situations arise where it can pay to stay aware — smaller, riskier names with the potential to deliver outsized reward. One such idea is newly described here: the Trinity Approach — combining what big pharma already has with what it still needs. That’s where ONCY comes into focus.

The Trinity Approach: Combining What Big Pharma Has - With What It Needs

Pelareorep, from Oncolytics Biotech (ONCY), is an oncolytic virus that can flip cold tumors hot — drawing in T-cells and expanding immune clones.

Johnson & Johnson paid $2B to acquire Ambrx for its ADC (Antibody–Drug Conjugate) pipeline, but they still lack a checkpoint inhibitor. Pela could be the missing ignition switch of this story — and J&J remains the natural name investors focus on first, given their recent moves and position in the field.

But here’s where the story widens. Roche, AstraZeneca, Pfizer, and even both Merck's already control the full CI (Checkpoint Inhibitor) + ADC arsenal. Add Pela, and suddenly the Trinity Approach comes into view: checkpoint inhibitor + ADC + pelareorep.

That’s a three-part cocktail with the potential to change the game — and the pharma that moves first could own the space.

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Pelareorep: The Add-On Platform for CI + ADC Regimens

Pelareorep, from Oncolytics Biotech (ONCY), is an oncolytic virus that can turn cold tumors hot — boosting PD-L1 (programmed death-ligand 1), drawing in CD8 T cells, and expanding tumor-specific clones. Pelareorep is a clinically manufactured form of reovirus, delivered by IV. It seeks out cancer cells, which often have weakened antiviral defenses, and replicates inside them until the cells burst. That not only kills the tumor cells directly but also releases signals that call in the immune system — flipping ‘cold’ tumors into ‘hot’ ones that immune T-cells can now attack. More than a single drug, it functions as an immune ignition switch.

J&J’s $2B Ambrx buyout gave them ADC assets, but without a CI, Pela would be one way to strengthen their franchise. J&J remains the natural name investors focus on first. Think Pela paired with Ambrx’s assets:

• Pela + ARX517 (PSMA, prostate)

• Pela + ARX788 (HER2, breast)

• Pela + ARX305 (CD70, kidney/lymphoma)

And yet another case can be made for a Trinity Approach with those who already hold both CIs and ADCs under one roof. That’s where Pela could become the ignition switch for an entire class of regimens:

Combo Map:
(Examples current as of 2025 — based on publicly available pipelines and marketed drugs)

• Roche → Tecentriq (CI) + Kadcyla/Polivy (ADCs) + Pela

• AstraZeneca → Imfinzi (CI) + Enhertu/Dato-DXd (ADCs) + Pela

• Pfizer/Seagen → Bavencio (CI) + Padcev/Adcetris/Tivdak (ADCs) + Pela

• Merck US → Keytruda (CI) + ADC pipeline + Pela

• Merck KGaA (Germany) → Bavencio (CI) + ADC programs + Pela

• Johnson & Johnson → On paper they look like the odd one out without a checkpoint inhibitor. But add Pela to their Ambrx ADCs, and suddenly they’re holding the ignition switch in this story — what looks like a gap today could become tomorrow’s advantage, and they might move before rivals even notice.

ONCY’s long road has frustrated investors and raised eyebrows, but that persistence also means Pela is one of the few immune primers with both safety and early efficacy signals established.

Here’s the potential synergy: ADCs deliver the guided strike, CIs release the immune brakes, and Pela lights the tumor on fire to rally T-cells. Together, that’s a natural triple play: precision kill + brake release + immune ignition. And Pela isn’t limited to these pairings — its immune ignition can be layered onto almost any treatment, from chemo to radiation, making it a modular plug-in across oncology.

In engineering, a triangle is the strongest shape — three points form a stable structure where two alone can wobble and fail. By analogy, combining all three may cover the weaknesses of each, and this Trinity could be the way — with the combined strengths overcoming the wages that cancer takes, offering greater hope where single agents have fallen short.

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Investor Lens

ONCY trades around a buck — priced as if nothing matters. After decades of slow roll, some investors remain skeptical, and dilution risk is real. As for a buy? There’s a saying we use to handle risk: “Maybe some, but not too much.” And sometimes, in this game, some turns out to be more than enough if the story plays out.

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Conclusion

Pelareorep has lived a long and frustrating journey, leaving some investors skeptical. Years of trials, dilution, and slow progress have made the proof process painful. Yet the Trinity Approach reframes Pela not as a standalone hope, but as the missing piece that could complete what pharma already has in checkpoint inhibitors and ADCs. The logic is straightforward: three points form strength where two can fail.

This doesn’t erase the risks — biotech always carries them — but it does give the story shape — a kind of blueprint for how these tools might fit together. It’s about how these agents work together — the kind of integration that could define the next big thing in oncology, worth multiple billions over time to whichever company takes the lead. After years of endurance, the question may not be whether the Trinity can be proven, but who will be first to take action.

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If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

GOLD and SILVER in the Spotlight and :STAY TUNED for a Special ALERT Report on yet another early opp - coming soon !

  

Market Talk 

Inflation is proving sticky and new tariffs add uncertainty, while the Fed has also signaled concern about rising unemployment. That mix makes it likely the Fed will reduce interest rates, even as growth softens — the kind of backdrop that carries the early signs of stagflation. In that environment, hard assets shine. Gold historically outperforms when inflation runs hot and stocks stumble, while silver, the high-beta cousin, delivers bigger swings once the bid shows up.

Stock Talk

Now add in AI. As noted in our previous post, the new AI data centers are electricity hogs, and to keep regulators happy they’re being paired with massive solar farms. Every solar panel uses silver paste hardened into grid lines and contacts — and silver is the most conductive metal of all. Each gigawatt of solar consumes about 750,000 ounces of silver. Meta’s Louisiana project alone adds over 1M ounces a year, nearly 1% of global demand from a single site. Scale that across the global AI build-out and silver has a structural new tailwind just as stagflation pressure builds.

Two stocks stand out. Hecla (HL) is the largest U.S. silver producer, with low costs thanks to gold, zinc, and lead by-products. Every $5 move in silver flows straight into EPS, and at $45–50 silver HL could top $1/share versus pennies a year ago. Kinross (KGC) is a gold cash-flow machine, with all-in costs near $1,300–1,400/oz. Every $100 rise in gold feeds directly into profits, and if gold grinds toward $3,700–4,000/oz, KGC looks cheap relative to peers.

BOTTOM LINE: With the Fed likely to cut rates into sticky inflation, gold and silver look set to regain the spotlight. HL is the silver lever, KGC the gold engine — both undervalued if this setup plays out.

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Special Alert  

The Jones Report has a new opportunity "of some" being described on the drafting table with the potential for BIG impact. Sometimes the next big wave isn’t obvious until the pieces line up. As soon as the ink is dry, you’ll read it here first. Coming soon — don’t miss it.

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If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Jones Report NEWS FLASH- AI Center growth will be a Silver HOG - Put a Watch on Hecla Mining (HL)

    

Market Talk 

The economic data of inflation and employment is making the market believe a high probability of an interest rate cut by the Federal Reserve in September.  It is the view of the Jones report the Federal Reserve should maintain independence from politicians as mandated by congress.  However, in the real-world politics and economics are closely related. This can make it difficult to project the impact of policy in the long run, but in the short run? It is up for YOU to watch and decide impacts, if any, on your own stocks.  For example, today "they" are saying that the government may invest in defense stocks.  Could this trend help KTOS get off the mark again?

Below, is a new Jones Report projection where the fancy pants on Wall Street are missing.  That could create opportunity in a certain stock being quite undervalued.  If interested, continue reading.

Stock Talk

Hecla Mining Company (HL) has various gold, silver, copper mines in Canada , Alaska and Idaho as well as lead and zinc mining. HL also has exploration sites in Montana, Nevada, Colorado and Washington state. Northwest Mexico.  HL is added as a Watch stock now  in the 7's and still under $10+.  HL recently increased their Gold by- product estimates at Green Creek mine as well, 

News Flash! AI data centers are some of the hungriest power users ever built, and to satisfy regulators and investors they are being paired with huge solar projects. That matters because every solar panel depends on silver paste, which is heated and hardened into the fine grid lines and contacts that carry electricity. Silver is the most conductive metal of all, and nothing else works as well at scale. Each gigawatt of new solar capacity requires roughly 750,000 ounces of silver, so Meta’s Louisiana AI project alone could add over a million ounces of annual demand — about 1% of the global total — from just one site. Multiply this trend across the rapid build-out of AI campuses worldwide and silver faces a steady new draw from the solar sector layered on top of already tight supply.

That’s why Hecla Mining (HL) stands out. It is the largest U.S. primary silver producer, with low costs thanks to gold, zinc, and lead by-products that subsidize production. Every $5 move in silver translates almost directly into earnings growth, and with gold output adding stability, HL offers both safety and powerful leverage to rising silver prices. If AI expansion keeps driving solar demand, it is the Jones report view that HL is positioned as possibly the best low-priced stock to capture that upside.

Kinross Gold (KGC) mining reported a large quarterly earnings beat with an eps of 44 cents. This is a 33% earnings beat over average analyst expectations and shows an increasing earnings trend over previous results. It is the Jones report view that KGC is a real deal stock and currently quite undervalued and "should be" in the 20's. Guess what?  Today, KGC is breeching the 20's and still undervalued in the "by and by" Jones report view.

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If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Two Stocks to keep an eye on: Kinross Gold (KGC) and Hecla Mining (HL) and one Spec stock not to be "memetioned"- ha

   

Market Talk 

The economic data of inflation and employment is making the market believe a high probability of an interest rate cut by the Federal Reserve in September.  At the same time, after rising, many stocks are being perceived as being "priced to perfection".  When this happens, stocks can trade down due to such things as insider selling, the "tutes" following on perceived valuation concerns and just plain old profit taking.  If you have a stock, perhaps smartly in an IRA, one tenet of this site is to maintain more greens the reds and don't marry a stock when the price seems to be cascading down for no apparent reason except that insiders are selling.  To a small investor, that can feel like a betrayal and to institutions, they may follow in selling as well.  Understanding such market dynamics can be helpful as a small investor to stay in the game and not take a loss, especially when a nice gain is there for the taking. Sometimes trimming some shares is a good move to keep the powder dry for better opportunity.

Stock Talk

Some of the key stocks watched and noted months ago have gone up quite a bit, some even more than four times.

While the bullish thesis put forward back then still may apply, some stocks like KTOS and METC as examples have seen share price pullbacks.    This means that market has already taken the stock higher on future projections but then says - let's let them earn the valuation before the next leg higher. During this phase of waiting, the market can grow impatient, and conviction falls when things seem to take too long. The limbo phase can be subject to whipsaws lower and that is something that the small investor, if aware, may say hmmm - maybe it's time to trim some shares and wait out limbo or look for new opportunity.

One area of notice is that high dividend stocks are gaining market interest and valuations are moving higher in stocks like Altria Group MO.  The Jones report had MO in the 40's and 50's and sold BUT kept the shares that were reinvested from the dividend. MO is now in the 60's and the market likes the cheek ON pouches as taking market share from the Vapes.  Rather than jumping back in MO for a 6% divy, maybe watching the new Ramaco high-interest rate convertible preferred shares -METCI with the 8.25% annual dividend rate based on its $25 par value is something to consider with a "some - not too much" investment.  As far as Ramaco shares METC or METCB, the METCB shares pay a higher dividend and have a royalty base on the rare earths projected on the Wyoming Brook Mine. Watching the recent trading - METCB and METCI (just for the divy) seem like a better pick if dabbling in Ramaco shares. Of course, this is all dependent on Ramaco mining staying vibrant and profitable.

LRCX has had resistance above 100.  They have an advantage that is worth watching but we had it here in the 60's and that is a tempting gain while the next limbo phase trades itself out.

As often can happen - NO stock is safe from a whipsaw when the "tute" decides to bail for whatever reason they may see or pick.  For this reason, play your game as you see fit for your own situation and risk tolerance.  Make some money and lock some in is one way to go to ride the wave and save yourself before "the tutes' " profit taking - takes your own gain.  At some point, the excess inventory logged in by the building inventories - will wind down and tariffs will likely kick into the future inflation reports.  Stay watchful and circumspect but have fun in the by and by.

Kinross Gold (KGC) mining reported a large quarterly earnings beat with an eps of 44 cents. This is a 33% earnings beat over average analyst expectations and shows an increasing earnings trend over previous results. It is the Jones report view that KGC is a real deal stock and currently quite undervalued and "should be" in the 20's.

Hecla Mining Company (HL) has various gold, silver, copper mines in Canada , Alaska and Idaho as well as lead and zinc mining. HL also has exploration sites in Montana, Nevada, Colorado and Washington state. Northwest Mexico.  HL is added as a Watch stock now in the $7 ish range to start tracking and maybe transitioning into as a "some stock " long position.

One spec stock that we said don't mention has to be mentioned:

OPEN :   With the Fed now taking about cutting rates is September?

 the volume is taking it higher today. OK it's a meme stock - power to the people. Ok- we won't "memetion " it but if somebody was in for 100 or so shares as a spec stock - The Jones way could not blame them.

__

If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Jones Stocks in the by and by. - holding their own.

  

Market Talk 

The economic data of inflation and employment is making the market believe a high probability of an interest rate cut by the Federal Reserve in September.

Stock Talk

Some of the key stocks watched and noted months ago have gone up quite a bit , some even more that four times.

The bullish thesis put forward back then STILL applies to stocks like KGC, KTOS, LRCX, METC, METCB,  HPE.  The large institutions have loaded up on some of these and still appear to be bullish.  However,  as it often can happen - NO stock is safe from a whipsaw down when the "tute" decides to bail for whatever reason they may see or pick.  For this reason, play your game as you see fit for your own situation and risk tolerance.  make some money and lock some in is one way to go to ride the wave and save yourself before "the tutes' " profit taking - takes your own gain.  At some point, the excess inventory logged in by the building inventories - will wind down and tariffs will likely kick into the future inflation reports.  Stay watchful and circumspect but have fun in the by and by.

Kinross Gold (KGC) mining reported a large quarterly earnings beat with an eps of 44 cents. This is a 33% earnings beat over average analyst expectations and shows an increasing earnings trend over previous results. It is the Jones report view that KGC is a real deal stock and currently quite undervalued and "should be" in the 20's.

KTOS, LRCX , METC, METCB remain "in play" as "some shares"  in the current view of the Jones report.  The Ramaco Resource stocks of METC and METCB seem in play as long as the rare earth's projected at their Brook Mine in Wyoming progresses with vibrant activity and positive developments. And, possibly even some of the new Ramaco high interest rate convertible preferred shares -METCI with a 8.25% annual dividend rate based on its $25 par value.

__

If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

One Stock Today- Kinross Gold (KGC) - the real deal

   

Market Talk 

It's funny how a weekend can clear out the sentiment of a Friday storm followed by clear skies of a Monday morning.  We saw the downward jobs revision by the Bureau of labor statistics of over 200,000 less jobs than previously announced.  That is a LOT less jobs than they reported!  Now President Trump was" annoyed" and in Trump style declared the revision as politically motivated by democrats and fired the lady at the head of the statistics gathering agency.  Now the President has been publicly berating the Federal Reserve Chairman J. Powell for not bringing down interest rates.  The irony is that the one of the roles of Fed Policy is to monitor jobs as a factor in making rate decisions.  So, the very reason he fired the lady is actually a fairly GOOD reason the Federal Reserve would lower rates!  That's kind of ironic.  However, one caveat: There are prior reports of announced labor statistics and then later revisions coming out that favored democrats, timed for elections. We'll leave it to the reader to make what they may out of it.

Stock Talk

Sometimes the trading action calls us to organize the portfolio to weigh the positions according to the outlook. On Friday, the market was dumping in fears of a slowdown because of the lower jobs' numbers. Today, the market is looking and thinking about a rate cut on September 17.

Without opining too much on various stocks that we already have good gains on and maybe trimmed some, perhaps in an IRA, I'll offer an update on a few stocks we watch.

Kinross Gold (KGC) mining reported a large quarterly earnings beat with an eps of 44 cents. This is a 33% earnings beat over average analyst expectations and shows an increasing earnings trend over previous results. It is the Jones report view that KGC is a real deal stock and currently quite undervalued and "should be" in the 20's.

The above result of increasing earnings by KGC is cause enough for notice that this particular post will forego noting of other stocks.

__

If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

The market meanders on the Fed and hey - this HEAT ! wow - TRY a "MOJO" - just The DRINK - on Spider J Jones (and see for yourself).

   

Market Talk 

Today, the market meanders about in a curious way. no clear direction before the Fed meets tomorrow. It is kind of anticipated that no change in rates is coming.  A major factor why is because housing and rent costs are high and still showing inflation. If the Fed lowers rates an immediate effect is that rents tend to go higher. Good God - people pay enough and available discretionary spending by many is not the greatest.

Stock Talk

Sometimes the trading action calls us to organize the portfolio to weigh the positions according to the outlook.

Today, we see KTOS selling off a bit.  KTOS works on critical needs of America's defense like advanced drones as highlighted in previous posts here and critical defense test beds and Communicatons that will be key to bringing together the Iron dome for the US.  However, there is one bugaboo as far as share price. Since it was highlighted here in the teens, it's moved to the high 50's. The bugaboo is that the earnings (eps), although positive like 9 cents last quarter, appear kind of lackluster for a stock in the 50's.  The stock seems to be peaking at a natural resistance level.  Will big orders come in and fuel a further rise?  That hope will keep us in "some" KTOS.  As far as being overloaded on KTOS?  Not at this juncture.

Another stock we liked was Rocket Labs.  Some whales and "tutes" have bailed.  It could be because RKLB has no earnings yet. Resistance is a real thing and as Blackrock and Cathy Woods bailed? Maybe RKLB has a rough patch ahead while they still have to report earnings and also try to get permits to float a giant rocket through narrow canal pathways to a launch pad. yikes?

Tomorrow, Kinross Gold (KGC) mining will report quarterly earnings.  KGC shares closed at $16 today  Gold prices have a bullish trend - so it seems that earnings should be ?  We will see... 

https://finance.yahoo.com/news/kinross-gold-stock-smart-buy-115400368.html

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In other areas, let's close with a comment about the HEAT wave here in the East.  If you have to go out, stay hydrated!  If you have to work outside, it's not healthy to be out there.   Personally, there is a drink I like and typically have two cans a day. It's pure coconut water distributed by a very small company called ...

EQUATOR Beverage Company (MOJO)

This is a thinly traded OTC stock, under 50 cents at the moment.

I have been drinking this MOJO drink for about two years. I regularly purchase a case, at a local grocery store, of twelve cans for about a buck a can. 

 MOJO Original Coconut Water

 MOJO Original Coconut Water+ Mango

 MOJO Original Coconut Water+ Pineapple -* Spider's favorite

To add to this, I will offer the following suggestion.  Don't buy the stock (yet).  But if you happen to see it stocked in your local grocery store where I buy it.  Try it! It's pure juice, low calorie and packed with natural electrolytes and natural vitamins B & C.

All in all -- a cold can of MOJO - is quick way to get hydrated with a natural tasty drink that is not made up with a bunch of chemicals!

and for a Buck? I'll take one - thank you - and give one to anybody around that has a thirst

So, if you happen to pass it in the grocery - grab a case or look in the cold dept as they may have ONE can for a buck.   TRY IT.

If you like, buy a case and take one home.  After a while? IF you find yourself regularly stocking your fridge like me?  Look on the side of the can.  There will be blurb about Produced for the Equator Beverage Company with stock symbol: MOJO.

It's a Jersey City company with the founder, Glenn Simpson.  I once called him cold to see for myself what's up with his business.  He did not know me from Adam.  However, Mr Simpson was generous and cordial to entertain a few questions from a nobody.  I found him to be very interesting and knowledgeable about the beverage industry with much experience from working in the big well- known companies.  To summarize, I found MOJO Company is run as a streamlined business to synergize years of top-quality experience to the advantage of a quality drink to distribute to the people at a great price point and the Mojo company is showing a profit to top it all off. The packaging and quality of the drink is testament.

Well, I'm not going to note further about it for now - I'll close with - give the MOJO drink a try and see for yourself- To me? Mojo drink has a kind of simple elegance as a daily pick me up to replace soda or other less healthy drink.  After a while?  - maybe you'll decide to buy a few hundred shares of MOJO as a spec stock - and put them away to see what may or may not happen. I bought 600 shares today at 0.49 on the OTC market.  IF YOU do, the stock is thinly traded on the OTC market. DO NOT put in a market order, just a limit order and if I may suggest, just some. This MOJO has some Mojo in my world, just for the drink.  AS far as stock? who knows but they say - buy what you use.  

If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

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More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

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ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
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Back to the "Basics" - no more "meme talk".

   

Stock Talk 

Back to the basics - may be best to forget the meme stocks. Big money is on a short jihad of the stocks they named "the Dork" stocks. And the meme crowd can be like paper tigers, no - just make it like fickle cats. No group conviction like back in the original "days of meme".

Here's a few brief trading notes on some stocks we watch:

Lam Research (LRCX) - Chip foundries in America would be great for Lam Research.   Etching and deposition, nobody does it better and right here in America. Yes, ASML guided cautiously but it's a foreign Dutch company and concerned about tariffs. Lam Research is based in America.  Suggested here in the 60's and looking good to find a new range above $100.   Holding some LRCX makes sense based on performance.

Kratos Defense & Security Solutions, Inc. (KTOS)

Europe wants in on KTOS with Airbus to develop a European variant of its KTOS XQ-58A Valkyrie drone. The collaboration aimed to deliver a combat-ready version of the uncrewed combat aircraft for the German Air Force by 2029. The Valkyrie is a low-observable drone designed for long-range missions.

Kinross Gold (KGC) - Watching KGC for coming market impact of higher gold and lower interest rates on the table by the September time frame.  Who is to say that that KGC can't find the 20's as a next level if KGC can continue their trend of higher earnings and reducing debt at the same time?  They did it last quarter- so ...?

METC and METCB- some whales and institutions are in as well as insiders holding.  Perhaps they are thinking about a govt grant to spur the REE development at Brook Mine.  Also, met coal price surged in China last week with jumps in futures as well.

Hewlett Packard Enterprise Company (HPE) - The need for AI servers has room for HPE with their adversity to use all kinds of chips like from AMD and Nvidia and others.

Rocket Labs (RKLB)  has seen some selling pressure from institutions and whales raising some caution flags on near term share levels.

Oncolytics Biotech Inc. (ONCY)  -  After the Key Opinion Leader (KOL) event highlighting the mechanism of action on Pelareorep to combat various serious cancers, the market seemed to be asking - Ok well, is the new CEO waiting for partnerships and/or buyout deals to come to him OR is he proactively seeking deals with multiple big Pharma's?  An open question here that remains to be seen how things may play out. Here, ONCY is now just a spec stock, only some stock or none.  The market may be saying a partner is not so close to happening as we hoped.  We don't have more than we can afford to lose in spec stocks.

If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Gotta watch the "Blackrock Effect" - and does it favor METC and METCB and maybe not so much some others in the near view?

 

Market Talk 

The market indices are running at all-time highs.  Perhaps there are signals that point to being mildly circumspect.  For traders, let's look at one signal that can affect our stocks- Blackrock, Inc with CEO Larry Fink. 

Here is a benign and gentle description of Blackrock:

Blackrock is the world’s largest asset manager, quietly shaping global finance while profiting in every market direction.

Here is a more real-world description for us small traders and investors:

Blackrock is like a giant hedge fund that can take a huge stock position and manipulate the hell out of it long and short - and leave you high and DRY or a bag holder if not aware.   And conversely, if Blackrock is accumulating your favored company stock- traders will not argue!  Just be aware Blackrock can be a two-sided coin in the near view.

In a nutshell, here is a way that Blackrock can roll with their positions. They may take a massive position in your stock, perhaps a lower cap stock it can manipulate - driving the shares higher. Then, suddenly reverse position, taking gains like pulling the rug out from under the stock as it seems like it's suddenly crashing (and it often is). Then after it fades, and retail investors confidence is shaken- Blackrock will lend remaining shares out to Brokers for guess what?  Yep - lending to SHORT SELLERS.  They then make about 12 % interest from that lending shares to brokers to short sell.

So, be aware about Blackrock - if you are on the wrong side of a Blackrock trade - they can feel like a nefarious dark force on your stock position as a small investor.  The Jones report here tries to foster awareness. Again, if on the right side and Blackrock research agrees.  Oh man - the stock can start flying- until they decide to take a gain, see something coming like challenged earnings or who knows? 

So, you may not see buy / sell recs here.  But when trading in an IRA, preserving a gain is a key to success.  If Blackrock is dumping shares, then lending out their remaining shares to short?  Just watch and make a note to sometimes preserve a gain and try to stay ahead or at least keep up with "the Finks" out there. Yikes!

Stock Talk 

Yesterday, Blackrock dumped a lot of shares of meme stock OPEN as it was just starting to run to $5.  Blackrock also dumped a lot of RKLB.  One wonders what they may do with KTOS?  We have some real nice gains in both.  

hmmm sometimes trimming some shares and taking a well-deserved gain is a win, especially in a trading IRA account.

On the other hand, there is a 13G form filed by Blackrock on July 17 disclosing that they now hold over 5% of Ramaco Resources, METC. So, some digging or due diligence (dd) shows that Blackrock holds about 5.6% of METC shares and less, about 3.5% of the METCB shares and started buying in about the April time frame.

As a side note here - The Jones report does not "brag".  One of the hallmarks of smart investing fostered here is to stay humble, never become arrogant. That can lead to a downfall.  With the above well noted- If you've been a reader and watching METC since at a single digit? - 'nuff said.  So, for now?  perhaps METC and METCB are still looking good? - as holds or maybe even start taking a small position for a $ cost average rank on the prospects of increasing met coal for steel made in the US and the Rare earths being developed in their Brook mine in Wyoming and is starting to be called a National treasure of the USA.

Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

What's going on with OPEN? meme action is.

 

 

Stock Talk 

The following are some stock symbols on the watch list.  All have been covered in prior posts and remain worth watching and even holding some in the Jones report view:

Lam Research Corporation (LRCX)

Kratos Defense & Security Solutions (KTOS)

Kinross Gold Corporation (KGC) - upgraded price targets

Ramaco Resources (METC and METCB)

Rocket Labs (RKLB)

Hewlett Packard Enterprise Company (HPE)

It seems that alliances with NVDA and the AI server market are lifting market sentiment on HPE. 

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Some interesting" spec stocks" on the watch list: 

Oncolytics Biotech Inc (ONCY) - on way to regaining NASDAQ compliance (in spite of KGaA trying to puppet master them).

Opendoor Technologies Inc. (OPEN) - catching big whale and Meme buy side interest. 

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Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

The $17 Billion Deal Behind ONCY and their Pelareorep that No One’s Talking About - (YET)

 

 

Stock Talk 

Today, lets headline "Spec stock" to watch :

 Oncolytics Biotech (ONCY)

It may be about time something came out of the closet.

A $17 Billion Move… and ONCY Is in the Middle of It

If you’ve followed this site, you know we occasionally circle back to ONCY. It’s been a long road of trials with their lead cancer therapy, Pelareorep — a viral immune booster designed to activate the patient’s own T-cells to fight tumors.

The results have been promising — especially in breast cancer and aggressive pancreatic cancer. The latest pancreatic trial has been approved to expand in Germany, and past responders have lived more than twice as long as patients on standard of care — with better quality of life.

ONCY is at an inflection point.
At this stage, a partnership or acquisition seems like the natural path forward.

Now here’s the breadcrumb most have missed:

The lab that manufactures Pelareorep is part of SAFC Pharma — a company owned by Merck KGaA of Darmstadt, Germany.

And Merck KGaA?
They paid $17 billion to acquire the parent company that owns that lab.

That’s not rumor. That’s fact.

And the pancreatic trial?
It’s being conducted across Germany — Merck’s home turf — giving them regional proximity and likely logistical influence.

So to Merck KGaA:

• You’re already producing Pelareorep and getting paid by ONCY.

• You’re based in the country where the trials are expanding.

• You’re not on the sidelines — you’re already in the room.

Maybe it’s time to make it official… and put a ring on it?

A $17 Billion Move… and ONCY Is in the Middle of It.

One wonders: Nobody puts that kind of money into the supply chain by accident. Can only imagine what they’d pay to own the therapy too.

— The Jones Report.

The following are some stock symbols on the watch list.  All have been covered in prior posts and remain worth watching and even holding some in the Jones report view:

Ramaco Resources (METC and METCB) - see previous post, scroll down.

Lam Research Corporation (LRCX) - chips need Lam .

Kratos Defense & Security Solutions (KTOS) - The defense department has the flick on the need for drones to defend.

                                    Kratos UTAP Mako

Kinross Gold Corporation (KGC) - upgraded price targets

Ramaco Resources (METC and METCB) - see above

Altria Group (MO) - just some with a reinvest dividend policy

British American Tobacco p.l.c. (BTI) - same as MO.

Rocket Labs (RKLB) - the HASTE program means defense of America by strength.

https://news.satnews.com/2025/04/14/rocket-lab-on-ramped-to-multi-billion-u-s-u-k-defense-contracts-for-hypersonic-haste/

Another stock capturing market interest is

Hewlett Packard Enterprise Company (HPE)

It seems that alliances with NVDA and the AI server market are lifting market sentiment on HPE. Also, HPE servers are AMD friendly too.

A spec stock to watch: 

Oncolytics Biotech Inc. (ONCY)

If you've been following this site, you may know we watch this ONCY stock from time to time. It's been a long quest of trials with their lead cancer treatment, Pelareorep - a virile immunity booster that is geared to target cancer with an army of T fight cells to reduce tumors from the patient's own immune system. Results have been very positive against breast and a most aggressive form, pancreatic cancer with the latest trial approved to expand in Germany. Patients that respond to an additional Pelareorep treatment are now known to live more than twice as long that the standard of care.

ONCY is at an inflection point. It seems a partner or a buyout to merge as a subsidiary of a large Phama would be the option for progressing Pela.  The following is a tid bit that not a lot of investors are aware of.  Either was the Jones Report until the breadcrumbs were followed back.  Back to where?  The Puppet Master!

Some digging has determined that the Lab that ONCY uses to manufacture is owned by the same company that resides next to the ongoing Pancreatic trial in Germany. Yes Merck KGaA of Darmastadt Germany paid $17 BILLION for the company that controls manufacturing Pelareorep.

So Merck KGaA?  The Jones report asks a simple question. YOU have been taking fees from ONCY to produce their very own Pelareorep.  Maybe it's time to step up and put a ring on it! ?

 

Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________