CMC

OxRedOx

Someone told me to buy CMC, bought it and lost a bit of money but got out before it crashed hard. Now it’s at 61.7, which makes it seem a lot better of a deal. Should I get it, wait for it to go lower, or just get COPX?

OxRedOx

Someone suggested CMC to me and I bought it, then got out after it seemed to not be as good a play as I thought at the current price. Now it’s down $10 and I’m wondering if it’s a good idea to get back in, wait until it’s sub 45, or just avoid it in general?

ptexpat

Yes, in CMC. Been a steady eddy types. Hope it stays that way!

ptexpat

# CMC Reports Third Quarter of Fiscal 2026 Results PR Newswire Thu, June 25, 2026 at 3:45 AM PDT 28 min read * **Third quarter net earnings of $173.0 million, or $1.55 per diluted share and adjusted earnings of $193.0 million, or $1.73 per diluted share** * **Consolidated core EBITDA increased 78.6% year-over-year to $353.6 million** **due to strong market conditions, increasing benefits from Transform, Advance, Grow ("TAG")** **initiatives, and the contribution of the recently acquired precast businesses** * **Consolidated core EBITDA margin of 14.2% increased by 440 basis points compared to the prior year period**  * **Reduced net leverage; clear visibility to <2x well ahead of the stated goal of mid-2027** IRVING, Texas, June 25, 2026 /PRNewswire/ -- CMC (NYSE: CMC) (the "Company") today announced financial results for its fiscal third quarter ended May 31, 2026. [](https://mma.prnewswire.com/media/382643/CMC_Logo_NEW_2023.html) [www.CMC.com](http://www.CMC.com) **CEO Commentary** "During our fiscal third quarter, we continued to make great progress on our strategic agenda across a number of fronts," said Peter Matt, President and Chief Executive Officer. "We substantially grew Core EBITDA, and made meaningful progress deleveraging our balance sheet. Our early-stage construction portfolio is benefiting from solid demand, along with strong booking and backlogs at attractive prices. The commercial and operating rigor that define CMC, together with the growing benefits of our TAG program, position the Company to deliver strong results in the fourth quarter and beyond."

Beneficial_Spot_4661

Ignore the hate. CBBI at 32, CMC fear and greed at 16… this is a good play short-term. And it’s already paying off!

flipper6900

CMC link?

Icy_Jelly_315

CMC Magnetics (Taiwan) still make 1.44mb floppies. Invest accordingly

Not69Batman

Thanks. St George Directshares (CMC Stockbroking)

Far-East-locker

# ndustrials (8 stocks)Equal-weight: +28.53% |Ticker|Name|Dec 22, 2025|Apr 28, 2026|% Change|JPM Target| |:-|:-|:-|:-|:-|:-| |**BA**|Boeing Company|$216.84|$231.33|\+6.68%|$240.00| |**CAT**|Caterpillar Inc.|$579.95|$828.79|\+42.91%|$730.00| |**CMC**|Commercial Metals Company|$70.08|$69.53|\-0.78%|$78.00| |[**CP.TO**](http://CP.TO)|Canadian Pacific Kansas City|$102.00|$119.09|\+16.76%|$124.00| |**GEV**|GE Vernova|$660.92|$1120.23|\+69.49%|$1000.00| |**UAL**|United Airlines Holdings Inc|$116.02|$91.90|\-20.79%|$156.00| |**VMI**|Valmont Industries|$414.97|$497.99|\+20.01%|$480.00| |**VRT**|Vertiv|$166.21|$322.43|\+93.99%|$230.00| |**Category Average**|—|—|**+28.53%**|—|

Far-East-locker

# Industrials & Materials |**Ticker**|**Dec 22, 2025 Price**|**Apr 28, 2026 Price**|**% Change**| |:-|:-|:-|:-| |**BA**|$217.12|$223.38|\+2.88%| |**CAT**|$345.20|$830.05|\+140.45%| |**CRH**|$85.40|$105.20|\+23.19%| |**VMI**|$285.00|$312.40|\+9.61%| |**VRT**|$92.40|$125.60|\+35.93%| |**AVY**|$220.40|$245.10|\+11.21%| |**CMC**|$55.30|$68.20|\+23.33%| |**PPG**|$145.20|$158.40|\+9.09%| |**Category Average**|||**+31.96%**|

Prestigious_Bee69

My approach is pretty simple and repeatable. I choose only clear, near-dated catalysts with real endpoints, clean financing (runway, no toxic ATM activity); sane float/liquidity, EV vs assets sanity check; and tape that isn’t brittle. PoA is a weight, not the driver I still read the prior class readouts, and watch for AdCom/CMC landmines. I’m mostly event-driven, size small, like the run-up window, and usually de-risk before the binary unless I’ve got a real edge.

Cataclyzm7

I feel that DRTS is the safest biotech play due to having PMDA approval and it having Q2 catalysts. If uw riskier but higher rewards. I would say CING due to pdufa at end of May but FDa required more info for its CMC but the drug is safe. Reminds me of RCKT but hopefully its not sell the news due to the ADHD market being worth billions. If uw non pharma. Im looking for an entry into PLSR and QIMC after a pullback from their recent spike. PYR looks interesting because of their recent development for their plasma torches. Im also keen on FLT and esp KRKNF for their upcoming earnings and their plans for their battery factory.

markazeahan

Solid thesis — the DC buildout angle for steel is real, especially for rebar and early-stage structural demand where CMC is positioned well. The margin advantage via micro mills is a strong edge. That said, I’d be cautious assuming a straight demand tailwind — steel is still highly cyclical, and if hyperscaler capex slows or gets phased, it could hit volumes fast. Tariffs help domestically, but they can also distort pricing. Feels like CMC is a higher-upside, higher-risk play vs NUE being the more stable, already-priced-in option.

plshelpmebuddah

So has deeply purged the CMC and other top generals. Their military readiness ATM is very questionable.

PositionJournal

CMC reported earnings today Happy shareholder, more reasons to hold than trim 🔴 Adjusted EPS: $1.16 - missed the $1.30 consensus. The gap came from after-tax charges tied to acquisitions plus interest expense on the outstanding litigation judgment. 🟢 Revenue: $2.13B - beat the $2.09B estimate, up 21.5% year over year 🟢 Core EBITDA: $297.5M - up 114% year over year, margin expanded 6% to 14% 🟢 Secured contract awards - data centers, energy, institutional, and public works explicitly called out as the awarded segments driving backlog. The backlog signal is the most important number in this report. CMC is turning away projects below their margin floor while simultaneously growing backlog to its highest level since Q3 FY2023 and achieving the first year over year increase in average backlog pricing in nearly three years.

WhatsNewPu55ycat314

TipRanks giving TMC, BTGO, and CMC as "Strong Buys"

Athena_Gold

I've seen stock prices plunge even after receiving FDA approval. So I agree, it really comes down to your risk tolerance. This upcoming decision is interesting because it's CMC related rather than efficacy. RCKT initially received a CRL solely due to CMC deficiencies.

Embarrassed-Fact105

lol fair, I actually threw a small chunk into CMC last week just to see how it plays out. it’s kinda nerve-wracking watching steel moves, but the margins got me curious enough to dip in.

Thane90

CMC at 11x forward PE with better margins than NUE is honestly the more interesting entry here, tariffs just make it cleaner.

PositionJournal

I don’t work in construction and I’m curious to learn more on the root of what you’re trying to say Data centers are planned years ahead and steel/rebar is a classic long-lead item ordered during design and early permitting (12–24 months before groundbreaking) to lock in tight supply and avoid shortages. CMC’s own reports already show rising data-center bidding and backlog right now, while projects are still in the planning phase. What is the real bear case you’re trying to make? That they’ll never see these funds?

PositionJournal

President and CEO of CMC has a different viewpoint “Performance was supported by a solid domestic market environment for both our North America Steel Group and Construction Solutions Group, characterized by stable demand and expanding margins. Steel products metal margins increased sequentially for the third consecutive quarter, reaching their highest level in nearly three years, and have the potential to move higher based on favorable market dynamics. Based on what we see today, and the developing economic trends that should drive construction activity well into the future, we are excited about the long-term outlook and believe CMC’s strategic focus positions us to reap significant benefits.”

PositionJournal

Good question. Vast majority of rev is within the NA steel group. International sales is about 11-12% of net sales and even there they’ll have tailwinds because of renewed EU focus on infra . The tarrifs help because it protects CMC from cheaper importers

seeking-health

How would tariff be good ? Doesn't CMC export ?

ai-moderator

#TLDR --- **Ticker:** CMC **Direction:** Up 📈 **Prognosis:** Buy Shares or Calls (Anticipating a multiple re-rating) **Catalyst:** Hyperscalers are dropping up to $700B on data centers. Every single one needs 20,000+ tons of foundational steel before a GPU even touches the site. **Why not NUE?:** Too fat, lower margins (5%), and priced to perfection. CMC is the lean, high-margin (8.4%) play. **Reality Check:** You can't plug an NVIDIA chip into the dirt. 🏗️

Scquwer

They don’t announce on the weekend so we can expect Friday after hours. It’s possible they announce early up to a few days and a CMC scenario for a CRL has the highest possibility of having an early announcement that said it’s still a low chance and I would expect it after hours Friday.

PositionJournal

In terms of other bets I’m looking at $CRSR and $CMC but haven’t yet written up the DDs on them yet I doubt I’ll be adding Nebius but the only thing I’ll be trimming are the Nebius calls $27B meta deal is expected and they could have gone higher if they could. Physics is the constraint for Nebius at the moment

ClearEconomics5062

Ah ha. I tried buying through WB initially as I use them for options trading, and wasn’t able to. I’m in Australia and their support team told me that WBAU doesn’t allow for OTC trading, which it’s listed as under them. No issues using CMC which I bought my position through which goes through the TSX market. Good luck!

Scquwer

I think we’re mostly aligned on the FDA probability side: procedural/CMC CRL, strong efficacy and safety, which is why I personally lean 70–80% for a clean approval. Your 65% conservative take makes sense too. Where I’d expand on the longer-term picture is that it’s not just about this one therapy. Approval here is a signal that Rocket can execute: get a complex gene therapy through the FDA, demonstrate robust science, and address operational hurdles. That optics effect matters for the next programs in their pipeline; it validates the company’s approach and opens doors for subsequent rare disease assets. Even if this particular patient population is small, the market will likely view RCKT differently as a company that gets things done, which can support future value creation beyond the one therapy. So while short-term trading post-approval is always uncertain given the tiny population, the broader story is more about credibility, pipeline momentum, and the proof that they can deliver on science and regulatory execution.

Scquwer

March 28 is the FDA’s action (PDUFA) deadline. In most cases, the decision comes on that date or very close to it. Occasionally you’ll see approvals come a few days early, and less commonly you’ll see a delay if the FDA needs more time. In RCKT’s case (Rocket Pharmaceuticals), the prior CRL was tied to limited CMC/manufacturing issues rather than efficacy or safety concerns. Since the clinical endpoints were met and this resubmission is focused on addressing those manufacturing items, that arguably reduces scientific uncertainty. That said, manufacturing reviews are still procedural and inspection-driven, so there isn’t a strong structural reason to assume it comes early. Statistically speaking, I’d expect the decision on or around March 28 unless we hear otherwise.

Ok_Specialist1911

Never did. Look at the Max Supply on coingecko or CMC. https://preview.redd.it/ln8ndkwpejkg1.jpeg?width=846&format=pjpg&auto=webp&s=63439714d259d0c5d2643577d480fbacb3c94bdc

Imaginary-Scheme-896

lol same they used to say with Hurts or CMC 1+ TD

_hiddenscout

Wanted to buy some CMC this morning, but missed my window, now I have to wait. I swear patience is a hard thing.

KingOfTheQuails

I’m biased that it will appreciate but that’s what’s unique about biopharma. Future valuation (discounted for risk, but still) is often significantly based on assets that may or may not actually come to market. AMDs next gen chips for example will come to market (could be delays etc). A phase 3 asset with stellar prior readouts could easily still fail or even if approved not be commercially viable (access, CMC issues, regulatory, etc). So I definitely acknowledge that risk and hence wondering if leaps may be more efficient in a catalyst heavy year

moxyte

No they're not, MCX and CMC SILVER both down 27% lol

fact_not_salty_tears

Hey, I'm guessing you're in North America. Okay, you'll need to be with a brokerage that lets you buy from the Australian Stock Exchange (ASX). These do: Charles Schwab, WeBull, eToro, MooMoo, Interactive Brokers, CMC Markets, Tiger Brokers, IG.

Wide_Neighborhood_49

Not watching game, is CMC out for remainder?

crazybutthole

You know you don't have to start with the most expensive companies in the world. If you are looking at individual stocks maybe you start with something that hasn't already achieved most valuable company in the history of the universe Look at a company like APG or CMC

Almighty1Wow

I caution you to be careful when it comes to that kind of corporate verbiage that talks a lot but says nothing. I’ve been following this company closely and I happen to agree with your optimism, but you need to be realistic and focus on the main thing which in this case would be a positive phase 3 outcome. >SELLAS Life Sciences Receives Favorable FDA Type C. Meeting Feedback on Chemistry, Manufacturing, and Controls (CMC) Biologics License Application (BLA) Filing Strategy for Galinpepimut-S (GPS) That’s great, but none of that guarantees a positive phase 3 result / FDA approval. The FDA is essentially saying “hey you got really nice handwriting”, but in reality that doesn’t exactly mean that the book you are trying write will be any good. If it’s a truly blind study, then everyone including the FDA don’t yet have access to the data or results. Like I said, I am optimistic about this one, and will continue to accumulate - with the understanding that this is a high risk, high reward situation and very far from a sure thing.

Run4theRoses2

Hey inch thick, https://ir.sellaslifesciences.com/news/News-Details/2023/SELLAS-Life-Sciences-Receives-Favorable-FDA-Type-C-Meeting-Feedback-on-Chemistry-Manufacturing-and-Controls-CMC-Biologics-License-Application-BLA-Filing-Strategy-for-Galinpepimut-S-GPS/default.aspx Ps you don’t have a clue, obviously.

crazybutthole

Buy a nice mix of Adobe and CMC and FCFS and MPWR (THANK ME IN DECEMBER)

jemicarus

You don't need more micron at this point, you needed more micron a year ago. I sold mine a little too early but don't regret it. CMC I would be more positive on at this point.

crazybutthole

I may sell half mine. Take the gains and move the money to my top stock picks. I'm sick of watching the precious metals market pogo stick every other day. I need more micron and CMC

retzulian

Pretty big, their product passed all tests, they had CMC failure instead. Obviously it can still fail, but odds are leaning heavily towards approval

ANJR2

I have 145 contracts. It's worth mentioning that they tried getting approved in March of this year, but the FDA served them a complete response letter. From my understanding, they didn't have an issue with clinical trails, but more so, quality control issues. Soon after, MIST met with the FDA with potential solutions. It was a fairly quick response which tells me it was a quick 'fix' in terms of their CMC issues. I'm sure MIST knows there's a lot riding on this. If they get another delay, it hurts their reputation. I think they'll get the approval, but we shall see.

TomatoSpecialist6879

CMC options are cheap for a reason, that dog shit stock is worse than INTC

Avish_Golakiya

My approach is pretty simple and repeatable. I choose only clear, near-dated catalysts with real endpoints, clean financing (runway, no toxic ATM activity); sane float/liquidity, EV vs assets sanity check; and tape that isn’t brittle. PoA is a weight, not the driver I still read the prior class readouts, and watch for AdCom/CMC landmines. I’m mostly event-driven, size small, like the run-up window, and usually de-risk before the binary unless I’ve got a real edge.

DKDamian

Oh, sure, and I have thought about it. I use CMC and occasionally buy single US stocks. Didn’t buy Nvidia. Oh well. I did buy Google quite cheap, which was nice

blalah

It's wild. Market sentiment in the toilet on CMC while most bagholders are up over 100% and more

BeneficialSort9477

About time to jump into $MIST, superb price right now PDUFA in Dec, last round CRL with only CMC issues, highest approval likelihood that we've seen in a while

blalah

still way too much confidence that CMC fear/greed index has got to be broken. I would say extreme fear would start to exist if it consolidated back near 50k

Current-Friend-3943

Could be a few reasons, for me it was my broker. By broker's chart was severely delayed since it is primarily an AUD broker, so while my sell order was set at lets say .50c the chart showed .80c but the actual price was like .40. I now have both CMC up and a more accurate live chart to track the price more accurately. I have never heard of Etrade, and with how many options of brokers out there that are more reliable why can't you change? Could also be volume, if you are selling at a downward trend on something where no one is buying then you might get stuck holding until buying interest returns. Doesn't matter how cheap something is, if no one wants it it may as well be worthless. Don't amend your sell order. Set it at something and be happy with the loss. Don't try to catch the knife on the fall, by cancelling your sell order and re selling you essentially rejoin the queue and have lower sell priority. Ways to mitigate this issue is to - like you said sell in increments or set up a trailing stop loss like a few percentages behind the price. Sure the price might drop and buy your shares then take off and it does suck knowing you could have been up such and such but learn to be happy with profits no matter how small. Your win is someone else losing, may as well win.

Phyrodox

Posted yesterday, but MIST is a great option for those into swing trading. Very high likelihood of FDA approval on the 13th December after addressing CMC issues causing their CRL. Unmet clinical need in a rare pathology. I've got 2,500 shares and picking more up on this week's dip. NFA

WickedDeviled

Just snagged some $CMC 65's - see where it goes.

Stocks_N_Bondage

Calls: UAL TSM INFY CMC Puts: TRV JBHT

the_snook

> I live in Australia, and use Revoult to invest You will probably find it much easier at tax time if you use an Australian platform that provides the correct tax statements for your investments. Do a search on /r/AusFinance for suggestions (CMC Invest and Betashares Direct are popular low-fee options, but there are a number of others).

No_Weakness_5888

Well, average price estimate is 50$, I guess 10x is a great upside.  Also, it is likely the company gets the approval. The CRL has only CMC issues and nothing regarding the drug, so I think the rejection in Dec is an unlikely event. Or what is your opinion?

ConsistentCherry9519

Guys I have £1500 to try to change mine and my toddlers life. Where should I invest? I use CMC. I would sooo appreciate you guys feedback ❤️

PreludeTilTheEnd

Buy the stock get warrant. Each REGISTERED SHAREHOLDER as of the Record Date will receive one (1) warrant for every ten (10) shares of GameStop common stock held, rounded down to the nearest whole warrant. The warrants will be distributed on October 7, 2025, tradeable on the NYSE under ticker GME WS, and allow holders to buy one share of GameStop stock at $32 until October 30, 2026. --List of broker that support warrants-- Robinhood: No, does not support warrants. * Updated - call to RH confirms support of warrants Wealthsimple: No, limited to stocks/ETFs, no warrants. * updated- will soon support warrants Fidelity: Yes, supports receiving and trading warrants as part of corporate actions. Charles Schwab (including TD Ameritrade): Yes, handles warrants trading and distributions. E*TRADE (Morgan Stanley): Yes, supports warrant purchases and corporate action distributions. Interactive Brokers: Yes, advanced support for trading warrants globally. Webull: Yes, allows trading of listed warrants. Ally Invest: Yes, supports warrants as part of options-like trading. Firstrade: Yes, enables warrant trading. Questrade: Yes, Canadian brokerage that discusses and supports warrant exercises. CapTrader: Yes, specializes in warrant trading access. CMC Markets: Yes, offers warrant trading platforms.

Delicious-Fan-2539

$CMC is far better option than $sg. Its trading at lows and doing aggressive share buyback

Unterhund70

Sorry for the long response... Your comment covers a lot of ground in few words! This should probably go out as a post, but maybe for another day. CD388 is the first clinical proof-point for drug-Fc conjugates (DFC) on the Cloudbreak scaffold. The value isn’t just the influenza asset; it’s the repeatable toolkit—Fc-engineering, targeting domains, linker chemistry, and manufacturability—that can be retargeted to new pathogens/indications. Once the chassis is validated in humans (which Phase 2b just did), it is reasonable to expect follow-ons to be faster and cheaper to advance than the first one. I certainly agree that Cidara isn’t getting credit for this at this time. I am looking forward to seeing what they do with their oncology asset now that this proof point has passed with flying colors. Do they not have more of a moat than you suggest? Saying “any big pharma could copy it” assigns no value to: • IP stack depth: composition-of-matter, method-of-use, and manufacturing claims across Fc variants, linkers, and targets. • Know-how + CMC: reproducible large-scale Fc conjugation with preserved effector function is non-trivial, I expect; tech-transfer takes time even for a major pharmaceutical. • Data moat: real-world human efficacy/safety on the same scaffold is proprietary and compounds over time. Even if a big company can build a similar architecture, the economically rational path is usually partnering or acquiring the validated platform. For a single asset, sure: (1) does it work, (2) who pays, (3) runway makes sense. For a platform, I would also look for: • Repeatability: how quickly can the engine generate the next asset? • Option value: what’s the TAM across multiple pathogens/indications? • Partner pull: are strategic partners engaging now that human proof-point exists? Those are the drivers behind platform multiples (and why markets should re-rate after platform PoC, IMO). In my valuation analysis, I’ve focused on CD388 only because the valuation disconnect is already big enough to question without looking at the broader platform. For influenza prophylaxis in high-risk cohorts (transplant, elderly, immunocompromised), payers already reimburse high-value prevention (e.g., mAbs, high-dose vaccines). A long-acting, pre-exposure DFC with strong efficacy fills a real gap and is economically attractive compared to hospitalizations and lost capacity in peak season. That’s a market design question—not a binary “will anyone will pay” question, and I would have thought should deserve a more measured risk discount. Investors seem still to be pricing for binary risk. Runway extends via grants, BARDA/NIH programs, and partner capital—the standard playbook for platform biotechs post-PoC. The next catalyst (EOP2 → Phase 3 design) is exactly what unlocks those pools. Again, not binary but risk discounted, sure. I agree with your comment about ATYR: when the drug doesn’t work, sentiment breaks. With CDTX, the drug apparently works and a platform POC was successfully demonstrated. Sentiment? Meh… INSM got its re-rating when it proved it could execute repeatedly and expand its addressable market. That’s the path I'd expect a platform play to follow post-PoC. I agree that CDTX is just getting started down that path and that the re-rating to a platform play will happen over time as proof points emerge. Right now, I am just questioning why the market is discounting the value of just their flu asset by what seems to be an excessive amount. Bottom line: On the question of moat, I have a different take; Calling Cloudbreak “copyable” and Cidara “a single-drug bet” I believe under values the technical/IP/CMC/data that are the moat and the fact that CD388 validates the chassis. The investment case now, IMO, is whether management converts that PoC into (a) Phase 3 execution, (b) partner pull, and (c) pipeline repeatability. That’s a platform thesis—not a one-asset story.

Avish_Golakiya

As some of you asked about how I pick up, my approach is pretty simple and repeatable, clear, near-dated catalysts with real endpoints; clean financing (runway, no toxic ATM activity); sane float/liquidity; EV vs assets sanity check; and tape that isn’t brittle. PoA is a weight, not the driver. I still read the prior class readouts and watch for AdCom/CMC landmines. I’m mostly event-driven, size small, like the run-up window, and usually de-risk before the binary unless I’ve got a real edge.

jcrulez143143

Puts on CMC

Zealousideal-Ear569

get it on CMC Invest.

JaySavy

I’d just stay away from CMC. Go get your RB’s early

TheXamYel

Puts on CMC

Purple_Bearkat

CMC’s backup 💪

Best-Bodybuilder9015

Initial FDA review and setback Outlook Therapeutics initially submitted a Biologics License Application (BLA), but the FDA issued a Complete Response Letter (CRL) in August 2023. Key issues cited included deficiencies in chemistry, manufacturing, and controls (CMC), preapproval inspection findings, and the need for additional confirmatory clinical data

Crazy_Willingness_96

The reality is that as a retail investor with no direct access to management or KOL you can’t do real due diligence. You have no idea what the FDA feedback has been in meetings with the company. You don’t have access to CMC prep that the company has done with its ph3 You don’t know if the trial has been designed to be powered adequately, or if the endpoint is deliverable / approvable. Look at ixhl which is being trumpeted about on this forum. Supposedly moving to oh3, supposedly good ph2 data. They have no data comparing to CPAP. No clear path to delivering data that meets an unmet need.

Avish_Golakiya

I tends to with 70-30. 30% high risk high rewards and the rest commercial biotechs. Also I some time buy 52-week low on CRL basically FDA rejection if the reason is not scientific rather operations or CMC

kent_chambers

You can trade them with CMC Markets. Margin requirement is $2,000 to get started. Some people have said invest in West Fraser, I’d run. I’m fact I’d run from trading futures too. The cost to hold contracts on CMC is very expensive so any long term trades are counterproductive. You need to trade quick in and out on volatile days to make money. If you want to go long at the bottom of the market somewhere in the low 500’s on an actual contract through interactive brokers with 30,000 margin requirement then go for it. I’d go short at 700.

statitica

I've been looking at this option, and CMC Markets. I did see some mentions that IBKR's interfaces are not super user friendly but that's not a huge hurdle for me. I also saw some mention that it is geared towards "very active" investors, which I don't imagine I will be - at least to begin with. Do I need to be making a lot of trades to reap the benefits of the platform, or will the benefits just get multiplied at higher trade volume?

Ga_glovo

Not true, all phases for PSVT were completed and were successful, FDA found no safety nor efficiency issues for the drug - only minor CMC, furthermore more phase 2 was completed for afib. They are very near approval for PSVT treatment - btw today NDA resubmission is accepted and I think we have much bigger chances of approval than on 28 March.

VlkXai

Would anyone know any UK brokers that have SYNX? Checked CMC market, trading212 but nada, thanks.

doroknoth

CMC calls or puts? feels like calls because steel

blalah

Partially. The other half was crypto, which kind of doesn't belong here, but the price swings are almost scripted. Pick literally anything in the top 50 of CMC that is down 10 to 10% for the day and you can immediately recoup that difference within the next week. There must be black swans but I haven't found one yet.

DecisionNo1902

A lot of platform are already doing it CMC have around 80 (top stokes). Personally I don't use CMC, its got awful reviews, and working for them is worse. IG .com have had all session trading for a few years and they have about Robinhood as well

Helios330

WBD: Trading under book value, I like the IP, and I like HBO Max GOOGL: AI Trade RDTL: AI Trade and hoping numbers get pumped in the upcoming quarter with the recent changes to google search WRB, CMC, NOMD: stock I like, but don’t really care to buy more than a share of rn (just don’t wanna forget about them completely lol) TSLA, LYFT: Waymo is going to be the nail in the coffin for both of these. I am shorting both. Also, all recent global Tesla sales info looks horrendous

1UpUrBum

It depends what you need from the brokerage. QTrade, Ninga, AMP, CMC are probably the best in their respective areas.

KAY-toe

>China has the National People’s Congress system, where the head of state is elected by people’s representatives, yet you say China is not democratic. A friend who used to be a low-ranking CCP member and is now a US citizen explained the basic mechanics of China’s political machine to me. NPC is a party-controlled system, again “representatives” is not the same as “chosen representatives“, citizens have no say beyond county-level deputies and at the highest level are represented by whoever the party wants representing them. On Election Day I receive a ballot with presidential candidates’ names on it, no Chinese citizen does, nor for NPC, Central Committee, or any other position of consequence. Xi eliminated term limits, then was nominated by near-unanimous votes ever since - in 2023 he won by nearly 3,000 votes to precisely 0 - does that sound like a healthy democracy? It’s not competitive voting, it’s not like there’s an alternative candidate he competes against who got the 0 votes, it’s just Xi who was nominated and NPC members (also not on any citizens ballots) can vote for or against. The presidency is a moot point anyways, his being GS of CCP and CMC Chair are what give him his power. Again, those positions are not chosen by real elections either, but rather more near-100% agreement by the Central Committee and NPC. I’m not even clear why you want to call China’s system democratic or say I’m wrong saying it’s not - the system is what it is and has its strengths and weaknesses, citizens voting for their national leadership is simply not one of its features. The US has its own unfortunate spins on this as well, such as the electoral college. But China’s culture is far more collectivist, in my experience this doesn’t seem to bother their citizens to the extent it would Americans. >In my view, the prerequisite for democracy is that the public has access to correct information. Without this prerequisite, all so-called democracy is fake democracy. I agree about democracies requiring truth to function correctly, this is why seeing hyper-polarized Western news outlets is so disturbing, they effectively act like state-run media for a single party. >In this world, the control of media by capital and governments can distort the normal functioning of democracy from its very source. Yes, Xinhua, RT, or any single-party news source is bad for democracies because they give the public propaganda under the guise of journalism. Fox and CNN today will both dry your brain and are far less healthy for the US than they were 20 years ago as both have moved further and further from center. >For example, although most Americans have never been to China or Russia, they can believe all negative information about China, and vice versa. Most Chinese have never been to the U.S., but in China, due to media guidance, a considerable number of Chinese believe the U.S. is a paradise on earth, while many others inexplicably hate Americans. Many Americans also have little grasp of other countries’ actual living conditions and tend to assume everywhere else is poor. Xenophobia is influenced by many other cultural factors also, unfortunately we recently saw very clearly that there are Americans who hate not only Chinese people but Asians broadly. The spike in violence here against Chinese- and other Asian-Americans during COVID was sickening. >This passage perfectly illustrates how an American who knows nothing about China can easily make their own judgments. If you can find a source of credible data for COVID deaths in China I’d give it an honest look and am quite familiar with epidemiological sampling and studies, but the state-released numbers I’ve heard were not defensible.

bluetuxedo22

On a side note to anyone reading this, I've never traded in puts or calls before. What and where is the safest way to learn the basics? I buy shares on CMC markets, but I don't understand much beyond the basics of buying and selling.

Maxcharged

Anyone see a steel importer more at risk than CMC? CMC has factories in EU and US, Will they be cooked if the EU retaliates?

Independent-Theory10

CMC invest is not a bad way to go :)

dtaromei

How are you so sure that they will get approved? It could be like the MIST situation where the FDA issues a complete response letter and that caused their stock to crash more than 60% in a single day. It was not even that they were not approved, it was due to two key Chemistry, Manufacturing and Controls (CMC) issues

Impossible-Hair1343

MONTREAL and CHARLOTTE, N.C., March 28, 2025 (GLOBE NEWSWIRE) — Milestone® Pharmaceuticals Inc. (Nasdaq: MIST) today announced the U.S. Food and Drug Administration (FDA) issued a Complete Response Letter (CRL) regarding its New Drug Application (NDA) for CARDAMYST™ (etripamil) nasal spray, a prescription medication in development for the conversion of acute episodes of PSVT to sinus rhythm in adults. The FDA did not raise any concerns regarding etripamil clinical safety or efficacy data and highlighted two key Chemistry, Manufacturing and Controls (CMC) issues to be addressed: Company to submit additional information on nitrosamine impurities based on new draft guidance issued after the NDA submission; and An inspection is required at a facility that performs release testing for etripamil, to ensure it is in compliance with Current Good Manufacturing Practices. The facility changed ownership during the review of the NDA.

Ga_glovo

me too but I am not selling - this is not a rejection - no safety and efficiency issues the drug works - CMC resolved this goes back over 2.25 and hist at least 3-5 USD a share

Ga_glovo

if you have free money, buy more - I do not have and will wait for recovery. They have enough cash at least until end of the first half of 2026...CMC is minor issue here

Ga_glovo

They were expecting to be liquid even with approval all until the end of 2026 - now with delay, they will have no selling nor RD costs so liquidity should not be an issue and CMC are not big issues in this case...

GeorgeTran1999

The FDA did not raise any concerns regarding etripamil clinical safety or efficacy data and highlighted two key Chemistry, Manufacturing and Controls (CMC) issues to be addressed: Company to submit additional information on nitrosamine impurities based on new draft guidance issued after the NDA submission; and An inspection is required at a facility that performs release testing for etripamil, to ensure it is in compliance with Current Good Manufacturing Practices. The facility changed ownership during the review of the NDA.

GeorgeTran1999

The FDA did not raise any concerns regarding etripamil clinical safety or efficacy data and highlighted two key Chemistry, Manufacturing and Controls (CMC) issues to be addressed: Company to submit additional information on nitrosamine impurities based on new draft guidance issued after the NDA submission; and An inspection is required at a facility that performs release testing for etripamil, to ensure it is in compliance with Current Good Manufacturing Practices. The facility changed ownership during the review of the NDA.

Ga_glovo

CRL...small CMC issues but nothing big, not rejected; they will have to resubmit again...3-6 months

Ga_glovo

only small CMC issue, this is not a decline

Ga_glovo

3-6 months probably. this is only a minor CMC issue because new rules were introduced during NDA review

stevenryl866

# FDA Issues Complete Response Letter for Etripamil for PSVT **Friday, 28****^(th)** **March at 7:00 am** *CRL focused on CMC; no clinical issues relating to etripamil raised* *$69.7M in cash, cash equivalents and short-term investments as of December 31, 2024*  MONTREAL and CHARLOTTE, N.C., March 28, 2025 (GLOBE NEWSWIRE) -- [Milestone^(®) Pharmaceuticals Inc.](https://www.globenewswire.com/Tracker?data=7gxsVOROaxXrGEykWxyYWBq-s7627-LHbAtQJfJmuLqnACRpPBmXS2-rTepWkKjvfhrMpjd6tLfQb4oMuyB4TZfyEouK-oU9BjEFPcm2RRTJufEk16viL2u0Xu5r3Lig) (NASDAQ: MIST) today announced the U.S. Food and Drug Administration (FDA) issued a Complete Response Letter (CRL) regarding its New Drug Application (NDA) for CARDAMYST™ (etripamil) nasal spray, a prescription medication in development for the conversion of acute episodes of PSVT to sinus rhythm in adults. The FDA did not raise any concerns regarding etripamil clinical safety or efficacy data and highlighted two key Chemistry, Manufacturing and Controls (CMC) issues to be addressed: * Company to submit additional information on nitrosamine impurities based on new draft guidance issued after the NDA submission; and * An inspection is required at a facility that performs release testing for etripamil, to ensure it is in compliance with Current Good Manufacturing Practices. The facility changed ownership during the review of the NDA. "We are deeply disappointed by the CRL but remain committed to the potential of CARDAMYST as a novel treatment option that can help patients with PSVT. Our team is evaluating the feedback provided and intends to request a Type A meeting to discuss the issues raised in the CRL," said Joe Oliveto, President and Chief Executive Officer of Milestone Pharmaceuticals. "We are appreciative of the FDA's efforts and are confident we can collaborate with the agency with the goal of addressing these issues in a resubmission." Milestone Pharmaceuticals had $69.7M in cash, cash equivalents and short-term investments as of December 31, 2024.FDA Issues Complete Response Letter for Etripamil for PSVT

Puzzleheaded_Soil275

For God's sake at least roll to January in case they get CRLed for CMC reasons and Pdufa ends up being delayed a few months.

ai-moderator

# **TLDR** --- **Ticker:** X, STLD, CMC, TX, MT **Direction:** Up **Prognosis:** Long positions in all tickers due to bullish outlook on steel market driven by Trump tariffs and global factors. Potential for significant upside, especially in X due to acquisition possibilities. **Risk Factors:** China's steel exports, inflation, broader market downturn. **Author's Sentiment:** Very Bullish ( bordering on delusional) **Bonus:** Author is clearly long calls on STLD and other plays. Proceed with caution.

ai-moderator

# **TLDR** --- **Ticker:** X, STLD, CMC, TX, MT, CLF (and maybe SPY if you're feeling bullish) **Direction:** Up (mostly) **Prognosis:** Long positions across multiple steel companies. Author sees potential for significant gains driven by tariffs, global events, and industry consolidation. CLF is a high-risk, high-reward bet. **Trump Card:** Trump's return to power is a significant bullish factor for the steel industry according to this post. **China Factor:** China's steel exports are a major risk. **Additional Info:** The author provides detailed valuation ranges and considerations for various acquisition scenarios for X (a steel company). Includes charts and graphs supporting the analysis.

rerailed

+1 for CMC, largest rebar producer in the US with new mills coming online which have been under construction the last few years.

sirsplat

From a business perspective, they're the one I'm watching the most. They have a lot of plans for growth in the future with acquisitions and dipping into other metals such as aluminum, copper, and brass, which is much needed domestically. From a day to day perspective, they're actually the most reliable and easiest to deal with in my personal experience. They're not as established as NUE (the largest steel producer in North America) or CMC, but I think they're the better of those three. Not financial advice.

sirsplat

I'm a purchaser for a steel distributor out of Tennessee. Friday at the end of the work day, the steel tubing mills increased prices in the largest single jump since Covid. And they had already increased prices TWICE since the New Year. I was actively purchasing truckloads of steel when the websites for those companies shut down while they adjusted. If you're a small business or fabricator who uses a lot of steel, buckle up. Check out NUE, CMC, and STLD for some steel stocks to watch. The US gets a vast amount of steel coil and slabs for production from Mexico, Canada, and Brazil. We do not have the domestic capacity to keep up with current demand in the market. Supply will drop, and even if demand stays the same, prices are going to keep going up. If the pace continues, we will hit pandemic level prices again. If you are a fabricator and you have the space, stock up now. It's only going to get worse.

crazybutthole

You can argue that on the NFL subreddit but on an investment subreddit he seems to have done fine. If they didn't trade away CMC and Bryce Young turned out slightly better than he's shown - they might have won a couple more games.... but they are no where near a playoff caliber team with that roster.