Tuesday, July 29, 2025

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... 



__

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.

______________

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.
________

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.
________

Tuesday, July 22, 2025

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.
________

Monday, July 21, 2025

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. 
_____


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. 

____
 


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.
________

Tuesday, July 15, 2025

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.


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.
________

Friday, July 11, 2025

The updated and estimated Value Behind Ramaco's (METC and METCB) Rare earth Brook Mine and other Stock Talk

 

 



Stock Talk 


Update: Here at the Jones report, it was estimated a $75 Billion value of Ramaco's Brook Mine with Rare Earth elements. After yesterday's update by Fluor of $50 K per ton- we can raise the estimated value from $75B - to $85 B!

Most investors saw Ramaco’s $1.2 billion valuation from the Preliminary Economic Assessment (PEA) and assumed that’s the full story. But that number represents just about 4% of the total rare earth resource at Brook Mine. Ramaco recently confirmed that the total deposit is now estimated at 1.7 million tons.

Using the same NPV-per-ton from Phase 1 (~$50,000/ton), the full deposit could be worth as much as $85 billion after extraction and processing costs. Even if only 25–50% of the deposit is developed, that still translates to $20–40 billion in long-term value.

The market is currently pricing METC and METCB as if Phase 1 is all there is. But this mine could span multiple decades and development phases. With a pilot plant expected in mid-2026, and over 95% of the deposit still untapped, this story will reveal itself.

Note: The $85 billion projection is based on Phase 1 economics applied to the full deposit. Actual costs can and will vary — either way, up or down — as refining methods evolve and scale. The upcoming pilot plant will help determine how efficient and profitable future phases can be.

Ramaco's Brook Mine - "America's Treasure"








Some METC and METCB sure seems like a smart investment.  Note, the word "some" keeps us reasoned over time. Exactly "how and when" the market gets the full flick and how things play out can take some time. Yesterday's snap back higher could be just the beginning.

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) - 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.


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.

Two spec stocks to watch:

BBAI and ONCY -see past views but stay reasoned on the word "spec". some or none - but not too much is a way we roll here on speculation.
_____


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.
________

Wednesday, July 2, 2025

Stock Talk and Jones Report comments: "misunderstood" Ramaco Resources REE study (METC and METCB) - HOLD or "BUY some" opportunity?

 

 



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)

Altria Group (MO)

British American Tobacco p.l.c. (BTI)

Rocket Labs (RKLB)

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.
_____

Ramaco Resourses (METC and METCB) - Jones comments on yesterdays' sell off-   Hold or Buy some opportunity.

Let's pause for a moment to look at something going on with Ramaco Resources.  A brief comment - per favore?  Yesterday, the long awaited Preliminary Economic Assessment (PEA) Study by Fluor was released on the METC web site along with a letter to shareholders from CEO Randal W. Atkins.

Let's cut to the chase as far as the market knee jerk and what the report REALLY means in the view of this Jones report.

The Fluor study is just for ONE small initial cut in 4,500 permitted acres.  It's like one rather shallow "dig " of about 24,000 tons with estimated worth $1.2 Billion after extraction costs. Important to critical thinkers (not knee jerks) phase 2 is projected for 150,000 tons that can add $7.5 Billion net value. and the kicker?  That is STILL only 10% of a total estimated 1.5 Million tons in the deposit

Here is the reality.
 $1.2 Billion is just what they modeled from one small section of the already permitted land - and they've still got thousands of untouched acres with REEs in them. This could result in subsequent phases being set forth in parallel creating opportunity at 50% of development about a $37.5 B value and at 100%- a staggering $75 Billion value according to one AI modeling tool 

This market "knee jerk" misunderstanding seems to have created a "buy some " and be cool opportunity in the view of the Jones Report.  An important note - we use the word "some" and not too much on any one stock here. who knows how long the shorts and knee jerks will take to "get the flick" but very real value to America's own resources appears to be present at Ramaco's Brook Mining region. Thousands of acres in already permitted land for mining - right here in the good ol' USA!

The preliminary view here:  Yesterday was an unwarranted market knee jerk - The preliminary report is one shallow sample in thousands of minable acres making it a potential $75 Billion value REE treasure of America.

______

Two spec stocks that could be worth watching, but when we say spec the word caution should follow and not too much, if any at all.
 
BigBear.ai Holdings, Inc. (BBAI)  - AI contractor company with no earnings yet but the market likes the AI advancements at the moment- anyway.

 
Oncolytics Biotech Inc (ONCY) may be about to break out in the next two months from penny stock status for higher "if" the stars line up with their new CEO on a mission to sell or partner in advancing lead immune/ viral therapy Pelareorep that targets cancer cells with the mission of activating T fight and memory cells.  The reported data in pancreatic cancer and breast cancer have some impressive results against aggressive cancers.  However, this spec stock should be watched carefully with no more than one can afford to lose as nobody knows for sure exactly what is going on since Jared Kelly took the helm recently.  It is duly noted he has an impressive track record on deal making history and potential.  He was instrumental in orchestrating the $2 Billion sale of Ambrx Biopharma to Johnson & Johnson demonstrating strong capability in closing major biotech deals.  If a trader, what the heck? maybe holding a few hundred ONCY shares would be an interesting move to see how the story unfolds but only with fun money may be the prudent way to gamble on a moonshot.  Or to the risk adverse, just sit the whole thing out.

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.
________