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. 

_____

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.
________

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.
________

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"

 https://finance.yahoo.com/news/wyomings-first-coal-mine-decades-101237705.html

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.

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.

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.
________

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.
________

"Stock watch " symbols and add HPE to the watch list and two spec stocks to watch cautiously

  

 

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)

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.

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.
________

Stocks to Watch: Defense, Gold, Steel and more ...

 

 

Market Talk

Russia bombs Ukraine with the strategy to break their soul into submission.  But Russia failed to realize that with the Ukrainian's having their back at the wall - just what they brought upon the Russian motherland.    The Ukraine army infiltrated Russia and decimated the Russian bomber air force. Launched from trucks, the Ukrainian drones used AI to target and take out over 40 Russian aircraft and infrastructure as well.  Nobody feels safe there, BUT a big difference is Ukrainian's target the Putin war machine, whereas the Russians are indiscriminately targeting civilians.

Today, we hear of "peace talks" in Turkey but there is all but faint hope for an agreement soon with these latest hostilities and Putin seeking revenge.  But "Putin's people" are growing alarmed as the war is now coming back to them.

As far as the market - the one thing we should not be surprised on is a continued choppy market. Let's talk - Stock Talk...

Stock Talk

Today, let's talk Defense and Gold and more ...

Kratos Defense & Security Solutions (KTOS):  If the Ukrainian's had some of our country's KTOS drones - such a risky operation could have been carried out much simpler with subsonic, even stealth drones, with range of 3,000 miles made by KTOS.  These drones are so advanced that production, testing and eventual deployment will continue "as a secret" for a while.   But our adversaries like China and Russia are already building arsenals of deadly drones.  The Jones report urges the US government to step up their plans, whatever they are, on multipurpose cost savings drones like KTOS offers.  It's actually a matter of for National defense and should be a top priority. The one important issue is that KTOS drones are so advanced that we have to be careful about their use. However, the KTOS advanced surveillance drones can also be for monitoring and keeping peacekeepers informed

Kinross Gold Corporation (KGC):  reported earnings of $0.30 eps in the recent quarter and beat the expected by whopping amount.  With the gold surge to over the $3k resistance.  Lots of worry over overblown budgets, and inflation and even US bonds.  If bitcoin can rally as a pseudo currency based on stored "bits in the ether" what can real GOLD be valued at in the future?  It seems about time that Gold soon finds itself heading to the $3500.  Indeed, Golman was projecting about $3700 by year end.  why not?   maybe higher.  Kinross is preforming quite good with higher gold and cutting costs as well as buying back shares and even paying a dividend to patient shareholders

Ramaco Resources (METC and METCB):  Steel made in USA is taking front and center action by the Trump administration.  The Jones report views this as Bullish for holding some Ramaco shares. Steel in America requires metallurgical coal.  Also, the rare earth reserves reported in their Brook Mine have attracted market attention.  some METC and METCB is a smart set of stocks to watch. It may take some patience for the Brook Mine report to come to fruition, but the market could get the flick sooner with visibility that a new high- level member brings on the Board of Directors, former U.S. Senator Joseph Manchin.

Lam Research Corporation (LRCX):  has enjoyed a nice ride from the 60' to the 80's since starting a watch here. This is one stock that could pay off holding some as a buy "some' on dips. Even if it takes a while for new foundries to be built in America, Lam still gets nice income from service contracts and upgrades on the tools needed to keep on putting out the volume of high-powered chips needed in a growing world of AI and automation. Bullish on holding some LRCX, maybe buying some on dips.  But don't go crazy on the stock in the 80's even if the 90's look closer to the 70's.  Sometimes getting too greedy makes one lose the conviction in the long view. If you have some shares at a nice gain, well - maybe holding some could see the 90's but it may take some time.  Bottom line, be cool.

Altria Group (MO):  remain bullish on holding "some "MO shares. Still a great dividend rate and the guidance was positive. The new pouches are trending due to a relatively safer and more pleasant smokeless and flavorable way for users to get nicotine with less risk and concealed use with no need for inhaling or chewing and no need to spit.  If MO backs off some in share price it may be a good chance to buy some to get an even better interest rate point.

British American Tobacco p.l.c. (BTI):  Starting to get notice here from the other side of the pond. Pays a great dividend around 6.6% at the current share price in the 45 range.  Starting with a small amount of shares and accumulating strategy over time seems like a possible theory to test.  Both MO and BTI look like fair game in a "some, not too much" strategy for exposure to a high- interest rate dividend stock.

 

ASP Isotopes (ASPI):  just a watching stock or maybe a small some stock with a cautious optimism but aware it's a relatively new issue on the scene.  A loan from Bill Gates involved TerraPower LLC for ASPI producing enriched uranium for their Small Modular Reactor (SMR) is in the news.  Also, a helium company is a target for acquisition by ASPI. This indicates a very real agenda for being a driver in cutting edge technology in several areas of major significance and need of the future.  ASPI is back on the watch list. Possibly a "some stock" but it had a good run recently so watch it for dips. stay tuned..

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.
________