Market Talk
Although markets have climbed, stocks are still chopping sideways as they trade based on factors and dynamics tied to each sector and each company. But on the equity side, a few names continue to stand out.
Stock Talk
KGC & HL – Gold and silver miners remain front and center, each with their own strengths in a world of growing demand. Back-of-the-envelope math points to the real possibility of both stocks doubling from here.
Ramaco (METC) – METC brings a combined met coal and rare earths angle. METCB tracks the rare earth progress directly, while METCI offers an 8.25% preferred dividend — a steady yield to complement the growth side. Maybe "some" - feel like mainstays for these times.
Spec Stock Corner
ONCY – A different kind of story. It feels deal-dependent. The Trinity Approach that's been missing a piece to increase the odds of surviving cancer.
https://stockstowatch.blogspot.com/2025/09/the-trinity-missing-puzzle-piece-to.html
The recent KRAS update has renewed visibility, and the Trinity Approach notion — with ONCY’s Pela as the lead immune agent — highlights why, one of several big Phama's - Merck could be the natural fit. Merck already owns the world’s top checkpoint inhibitor (CI) in Keytruda and has built a serious pipeline of antibody–drug conjugates (ADCs). Pela could slot in as the missing immune leg to strengthen their regimens — and with Merck’s infrastructure, a fast track into Phase 3 becomes realistic.
Some will say maybe, some will say no — but who really knows what goes on in the backrooms of big pharma. What’s clear is that one major player could be first to step up, fill the missing piece, and make the Trinity Approach stand out as a real cancer treatment. A buyout value north of $6/share isn’t unreasonable — maybe even better than a 5x gainer. But when it comes to spec — maybe some, maybe none, but not too much is a way we think here.
Another Spec: MOJO – As a footnote, Equator Beverage Company (MOJO) stock. Thinly traded, under-a-buck OTC issue tied to a no-frills, refreshing coconut water drink. They’ve reported positive earnings and even bought back stock. We keep a case or two here (and just a few shares) simply because we like it.
Spec stocks are viewed here as “maybe some or none” — not too much, just enough to keep it fun. Keep an eye on all your stocks, invest and trade according to your own game plan and appetite for risk, and always stay aware.
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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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