More Stock Talk on meme stock OPEN - It's now Retail Vs shorts.

 

Stock Talk 

In our last post, some dynamics of the way institutions and whale's buying and selling of stocks can affect share prices.  This is a follow on to watching how a recent meme stock OPEN is trading and possible near term bullish view.

At the initial meme run on OPEN stock, it was surging to the $5 mark.  That's about when Blackrock sold about 35 mil shares while still holding about 12 mil shares.  Subsequently over just two days of the high-volume meme run, those sold shares have since been absorbed. Thus, with a big seller out of the way - it could result in a further surge with action being retail vs shorts. It remains to be seen -- however the investor Eric Jackson who recognized Carvana as a screaming buy before it recovered has taken a long and bullish view of OPEN.  He believes the fundamentals will evolve in the next few months to support a much higher share level with an $82 target!  The bullish take of a respected analyst and buyer carries weight in the meme crowd.

Who are we to argue with retail sentiment? The Jones way is just to say, if dabbling in a meme stock- it's "spec" and -- some not too much are words we use here. That said, some could be a fun ride if retail sentiment prevails over the shorts. A key word is always "if" in spec stocks.

Scroll back to view various takes on some interesting Stocks to Watch.

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.

___________

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

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.

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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.
________