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simpleguy123 Elite	22-Mar-2021 18:35        simpleguy123 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I consider this good news, i' m not sure why some people think its shareholder dilution  . mrsherman      ( Date: 22-Mar-2021 18:20) Posted: https://cnevpost.com/2021/03/22/nio-li-auto-and-xpeng-reportedly-hire-investment-bank-to-prepare-for-hong-kong-listings/ what about them going to HK market? simpleguy123      ( Date: 22-Mar-2021 15:27) Posted: There will be benefits to this, the China Government will likely have some say in this i feel. Nio will be reporting their delivery numbers next week
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mrsherman Member	22-Mar-2021 18:20        mrsherman About Contact  Quote this Post! Style: Technical   Mood:
x 0   x 0  Alert Admin	https://cnevpost.com/2021/03/22/nio-li-auto-and-xpeng-reportedly-hire-investment-bank-to-prepare-for-hong-kong-listings/ what about them going to HK market? simpleguy123      ( Date: 22-Mar-2021 15:27) Posted: There will be benefits to this, the China Government will likely have some say in this i feel. Nio will be reporting their delivery numbers next week  Flyingtask      ( Date: 22-Mar-2021 14:09) Posted: Any possibility that xpeng and nio merge? https://m.youtube.com/watch?v=aezJYABWJWo
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cheongweevictor Supreme	22-Mar-2021 16:50        cheongweevictor About Contact  Quote this Post!
x 0   x 0  Alert Admin	OMP is a definite buy,, PE 5 next yr earning,, and pay 11 % div,, i think can easily double from here,, even PE 10 is still cheap.
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cheongweevictor Supreme	22-Mar-2021 16:46        cheongweevictor About Contact  Quote this Post!
x 0   x 0  Alert Admin	After i go thro all those ticker shr,, i like all,, so buy a few K for all,,and i forgotten to shr  TPL and ESTE,, TPL one shr more expensive than TSLA,, 1674,,, but u see the return is 4X for last 6 mths,,
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Piston88 Supreme	22-Mar-2021 15:57        Piston88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yeah nice 👍 DexterT      ( Date: 22-Mar-2021 15:21) Posted: I think it will look green for tech stocks as Dow futures is down still. cheongweevictor      ( Date: 22-Mar-2021 15:06) Posted: Tonite likely a green one,,
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simpleguy123 Elite	22-Mar-2021 15:27        simpleguy123 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	There will be benefits to this, the China Government will likely have some say in this i feel. Nio will be reporting their delivery numbers next week  Flyingtask      ( Date: 22-Mar-2021 14:09) Posted: Any possibility that xpeng and nio merge? https://m.youtube.com/watch?v=aezJYABWJWo
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DexterT Veteran	22-Mar-2021 15:21        DexterT About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think it will look green for tech stocks as Dow futures is down still. cheongweevictor      ( Date: 22-Mar-2021 15:06) Posted: Tonite likely a green one,,
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cheongweevictor Supreme	22-Mar-2021 15:06        cheongweevictor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tonite likely a green one,,
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cheongweevictor Supreme	22-Mar-2021 14:23        cheongweevictor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sorry brother ,, shd be POTX,,  iamanooblearning      ( Date: 22-Mar-2021 11:11) Posted: I cant find the symbol POTAX cheongweevictor      ( Date: 22-Mar-2021 10:17) Posted: stock on my watchlist. pls dyodd. AR  SM  ( oil play) DAC  NMCI ( covid recovery) HIMX ( semiconductor shortage)  POTAX( cannabis) all short term trade,
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Flyingtask Supreme	22-Mar-2021 14:09        Flyingtask About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any possibility that xpeng and nio merge? https://m.youtube.com/watch?v=aezJYABWJWo
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bigbrother33 Senior	22-Mar-2021 11:43        bigbrother33 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "what can't kill you will make you stronger!"
x 0   x 0  Alert Admin	Seems to me they are all in the precious mineral industry but each is strong in their respective mineral, MP is strong in NdPr magnets (for EVs motors), AREC in infrastructure materials like metal, steel, alloy while UUUU participate in uranium. All probably will come into play when these resources gets tight. Flyingtask      ( Date: 22-Mar-2021 06:17) Posted: Thanks, have you heard about AREC? I had seen this ticker frequently too. They are converting coal mines to valuable resource mines. cheongweevictor      ( Date: 21-Mar-2021 14:13) Posted: I took this from reddit..about UUUU... it seen UUUU is a better buy. than MP.   Catalysts: - the US wants to remove its dependence on China for rare earths. it wants a supply chain that does not require China for processing, separation, etc. of rare earth metals - climate change has made the environmental left take a second look at uranium, and people on the left are now supporting nuclear energy as the most powerful carbon-free source of energy - energy needs are set to grow rapidly over the next two decades just as many uranium mines are shutting down, resulting in an impending supply crunch. - due to renewed interest in uranium, U companies have restarted purchasing in the spot market, which led to the largest single-day rise in some time just a few days ago:  https://numerco.com/NSet/ UUUU: First, as a comparable, MP Materials is the biggest rare earths miner in the US/North America. They had great earnings yesterday, have a share price in the ~$43 range, and a market cap of about $5-6B. They mine bastnaesite and still ship their rare earths to China for processing. UUUU, a year ago, embarked on a program to process rare earths of its own. They are not a rare earths miner. They contractually purchase (2500 tons as of right now) monazite ore from Chemours, from Chemours' mine in Georgia. They separate uranium from the monazite ore, then send it to Neo Performance Materials in Estonia, Europe, for the final stage of processing. Monazite ore is richer in rare earths.   Monazite Bastnaesite Neodymium Praseodymium (NdPr) 22.6% 16.3% Samarium Europium Gadolinium (SEG) 14.4% 1.1% 4. UUUU' s rare earths value chain is completely non-China, where MP' s still goes through China. 5. As of now, MP produces significant quantities of rare earths, while UUUU is at the beginning. 6. MP cannot mine the richer monazite, as it contains radioactive uranium. 7. Price action: after significant run-ups recently, UUUU has taken a breather. It' s dipped low. 8. UUUU is currently an $800-900m market cap with share price in the $6-7 range. Conclusion: UUUU' s current share price is massively undervalued. While MP currently produces significant rare earths, UUUU' s impending production (up to 15,000 tons per year, equal to 50% of US rare earth demand) will be both higher quality and non-China. Putting together the superior REE play, plus its participation in the broader Uranium bull cycle, in my view, the price has significant upside.
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iamanooblearning Veteran	22-Mar-2021 11:11        iamanooblearning About Contact  Quote this Post!   Yells: "Just a clueless man yelling"
x 0   x 0  Alert Admin	I cant find the symbol POTAX cheongweevictor      ( Date: 22-Mar-2021 10:17) Posted: stock on my watchlist. pls dyodd. AR  SM  ( oil play) DAC  NMCI ( covid recovery) HIMX ( semiconductor shortage)  POTAX( cannabis) all short term trade,
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cheongweevictor Supreme	22-Mar-2021 10:57        cheongweevictor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Adam Fayed · Updated  December 26, 2018   Founder of Global Online Financial Advisory Firm   How can I safely invest in stocks? Originally Answered:  what is the safest way to invest in stock market? To be long-term Not short-term 2. To always interest Invest lump sums when you have them Add monthly for dollar cost averaging But don&rsquo t dollar cost average on lump sums 3. Don&rsquo t buy individual shares It doesn&rsquo t work for almost all DIY investors compared to low cost funds Stock pickers get excited because there are just a few extreme winners, but nobody knows who those winners will be, in a world of open information 4. Don&rsquo t time markets Another behavioral issue that affects investors 5.Be diversified But not too much Especially when young, focus on equities
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cheongweevictor Supreme	22-Mar-2021 10:44        cheongweevictor About Contact  Quote this Post!
x 0   x 0  Alert Admin	amongst those,, i think AR and SM will be a longer play for me,, oil set to recover, next HIMX,, semiconductor shortage will benefit this one,, their product are use in every electronic product in the mkt, cheongweevictor      ( Date: 22-Mar-2021 10:17) Posted: stock on my watchlist. pls dyodd. AR  SM  ( oil play) DAC  NMCI ( covid recovery) HIMX ( semiconductor shortage)  POTAX( cannabis) all short term trade,
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cheongweevictor Supreme	22-Mar-2021 10:17        cheongweevictor About Contact  Quote this Post!
x 0   x 0  Alert Admin	stock on my watchlist. pls dyodd. AR  SM  ( oil play) DAC  NMCI ( covid recovery) HIMX ( semiconductor shortage)  POTAX( cannabis) all short term trade,
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DexterT Veteran	22-Mar-2021 10:07        DexterT About Contact  Quote this Post!
x 0   x 0  Alert Admin	Do you think we can ask him to postpone his speeches until the market recovers for some? Haha. He keeps talking. Flyingtask      ( Date: 22-Mar-2021 05:59) Posted: 3 more Powell speech for this new week. Monday- central bank innovations 9am Tuesday- 12pm Wednesday-10am
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Flyingtask Supreme	22-Mar-2021 06:17        Flyingtask About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks, have you heard about AREC? I had seen this ticker frequently too. They are converting coal mines to valuable resource mines. cheongweevictor      ( Date: 21-Mar-2021 14:13) Posted: I took this from reddit..about UUUU... it seen UUUU is a better buy. than MP.   Catalysts: - the US wants to remove its dependence on China for rare earths. it wants a supply chain that does not require China for processing, separation, etc. of rare earth metals - climate change has made the environmental left take a second look at uranium, and people on the left are now supporting nuclear energy as the most powerful carbon-free source of energy - energy needs are set to grow rapidly over the next two decades just as many uranium mines are shutting down, resulting in an impending supply crunch. - due to renewed interest in uranium, U companies have restarted purchasing in the spot market, which led to the largest single-day rise in some time just a few days ago:  https://numerco.com/NSet/ UUUU: First, as a comparable, MP Materials is the biggest rare earths miner in the US/North America. They had great earnings yesterday, have a share price in the ~$43 range, and a market cap of about $5-6B. They mine bastnaesite and still ship their rare earths to China for processing. UUUU, a year ago, embarked on a program to process rare earths of its own. They are not a rare earths miner. They contractually purchase (2500 tons as of right now) monazite ore from Chemours, from Chemours' mine in Georgia. They separate uranium from the monazite ore, then send it to Neo Performance Materials in Estonia, Europe, for the final stage of processing. Monazite ore is richer in rare earths.   Monazite Bastnaesite Neodymium Praseodymium (NdPr) 22.6% 16.3% Samarium Europium Gadolinium (SEG) 14.4% 1.1% 4. UUUU' s rare earths value chain is completely non-China, where MP' s still goes through China. 5. As of now, MP produces significant quantities of rare earths, while UUUU is at the beginning. 6. MP cannot mine the richer monazite, as it contains radioactive uranium. 7. Price action: after significant run-ups recently, UUUU has taken a breather. It' s dipped low. 8. UUUU is currently an $800-900m market cap with share price in the $6-7 range. Conclusion: UUUU' s current share price is massively undervalued. While MP currently produces significant rare earths, UUUU' s impending production (up to 15,000 tons per year, equal to 50% of US rare earth demand) will be both higher quality and non-China. Putting together the superior REE play, plus its participation in the broader Uranium bull cycle, in my view, the price has significant upside.
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Flyingtask Supreme	22-Mar-2021 05:59        Flyingtask About Contact  Quote this Post!
x 0   x 0  Alert Admin	3 more Powell speech for this new week. Monday- central bank innovations 9am Tuesday- 12pm Wednesday-10am
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simpleguy123 Elite	21-Mar-2021 20:37        simpleguy123 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Yep, with the exception being ThaiBev which is a ti-Kam for me. Everything else in my Portfolio is the US, and are long-term plays. Of course with the once-in-a-while re-adjustment of counters, especially when i realised that one counter had too much weightage  Flyingtask      ( Date: 21-Mar-2021 20:30) Posted: Thaibev? I had exit last year with some profit before joining eagle thread for US stock. I do not think that I will go back anymore. simpleguy123      ( Date: 21-Mar-2021 20:22) Posted: True that, although NanoFilm IPO was the latest one to go IPO and it broke the bad streak. IPOs in SGX are traditionally hit or misses, depends on the quality of the company. This ThaiBev Recommendation is more a " play" on their IPO
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simpleguy123 Elite	21-Mar-2021 20:30        simpleguy123 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	In essence, its a " ti-Kam" counter, although I must admit nothing beats the adrenaline of AMC & GME. This " ti-Kam" is for those who want to try but may want something less scarier in price movements  simpleguy123      ( Date: 21-Mar-2021 20:22) Posted: True that, although NanoFilm IPO was the latest one to go IPO and it broke the bad streak. IPOs in SGX are traditionally hit or misses, depends on the quality of the company. This ThaiBev Recommendation is more a " play" on their IPO. iamanooblearning      ( Date: 21-Mar-2021 16:58) Posted: Yup I actually read this before selling it. IPO doesnt mean rally in SGX not being negative but just saying.
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