Reddit Posts
District Metals (DMX / DMXCF): World’s Largest Undeveloped Uranium Deposit Positioning for Europe’s Nuclear Energy Shift
News may 29, Integra Resources ITRG permit valided !
$EVEX - Eve Air and its strong relationship with Embraer
Bootstrapped functional beverage startup (UK) SEIS/EIS approved, pre-revenue, looking for investment.
News strong on US miner Integra Ressources ITRG ! PERMITS is coming for the 2nd biggest Silver ressources of US
$NXE’s Rook I Moves Smoothly Into Part 2: Here’s the Breakdown
Rook I Enters Decision Phase: $NXE Kicks Off Federal Approval Hearings
ITRG strong news and potential 25/35$ up
Enterprise Investment Scheme (EIS)
GPHOF: 50x NPV-to-EV Leverage Anchored by DoD-Backed Feasibility and FAST-41 Acceleration
Prospectus: Strategic Positioning for a Potential Collapse of the Israeli Stock Market: Does this look ok? Am I overlooking anything?
Why Israeli stocks will outperform the US in the next decade
Can big crowdfunding companies be sued for their incorrect valuations of start-up companies which lead to failed investment? Seedrs and AllPlants
Investing 101 - Simple, jargon free guidance for investors.
Tech companies developed its edge-computing AI system to build an AI ecosystem
$TMC - Big news today which hasn't been noticed yet
USPS Selects Lumen for Network Modernization Contract
$LAC Lithium Americas / $TSLA | High Conviction Clues Leading to a Partnership.
New Lithium Stock Cornish Lithium Being Added To Trading 212 (Hopefully Today). Based on the LSE
Mentions
EIS is doing great along with the shekel but I want real estate and I'm got a feeling A. It's pretty cheap and B. It's going nowhere
pretty sure they dont have a market, you could go long on EIS or something i guess
speaking of goyim, $EIS is down 2% plus today. usually not a great sign for mid east conflict expectations.
pro tip, if $EIS is up in the morning, things aren't that bad in the iran conflict on that day. I don't make the rules.
Here’s my high level DD on TMC! $TMC — TL;DR: Only company in line for the first-ever US deep-sea mining permit. Decision \~Q1 2027. Trades at under 10 cents per dollar of its own NPV because one document is unresolved. The Pentagon has been deploying billions into minerals companies with equity stakes and price floors. I hold 3,100 shares @ $5.87 with exits pre-set at every level. AThe setup: One rock on the ocean floor contains copper, nickel, cobalt, and manganese. The US imports \~100% of its manganese and nearly all of its nickel and cobalt. China has restricted exports of 11+ minerals in three years, and the Hormuz closure just gave the world a live demonstration of what chokepoint warfare costs. Washington got the message: executive order, fast-track NOAA process, national security framing. The receipts: TMC filed its application the same week NOAA opened the fast-track lane. Every milestone since has landed on schedule. You don’t have a world-first application ready to file unless you knew the lane was coming. The board was built for access: Hess oil family money (the family patriarch gave $1M to the Trump super PAC weeks before the fast-track rule appeared — it’s in FEC records) and Elon Musk’s personal attorney, whom the company publicly credited with helping “work with the new Administration.” The Pentagon playbook already exists: $4.5B+ deployed into minerals companies. MP Materials got equity, a 10-year offtake, and price floors — and tripled. The DoD also owns 40% of the new refinery belonging to TMC’s own refining partner. Allseas — the company building the actual collection ships, and a \~14% shareholder — just accepted 7.3 million shares as payment for development work instead of cash. The contractor chose stock at $4.66 over invoiced dollars. The people building the machine are betting it works. Glencore has held rights to 50% of the flagship project’s nickel and copper for years. PAMCO in Japan has already smelted 2,000 tonnes of real nodules at a commercial facility. The customer chain exists before the mine does. Market cap: \~$2B. The company’s own project NPV: $23.6B. Under a dime per dollar, entirely because of one pending document. The bear case, stated honestly: The risk isn’t NOAA saying no — it’s the courts. Lockheed attempted this under the same statute and was stopped by litigation in 2015. Environmental groups have already signaled they’ll sue again. Filed lawsuits are expected and priced in; an injunction is the real kill shot. My honest odds of a permit that survives and works: 55–60%. This can go to zero with no soft landing. Size accordingly — I did. Position and plan: 3,100 @ $5.87. The ladder is set and non-negotiable: trim 10% at $6 (with tax-loss harvesting on my highest-cost lots), scale out at $15 and $18 — full cost basis recovered at $18, everything after is house money — sell a major tranche at $100, and hold \~1,000 shares permanently for the scenario where this becomes an established American industry with dividend potential. If it fails, I lose \~$18K at a size I planned for. Catalysts: 7/13 critical minerals trade report • 8/13 earnings + 8/14 13F filings (institutions hold only \~11% — if the permit lands, they build toward a normal 40%+ into a float that’s one-third locked by insiders) • Draft EIS in Q4 2026 — the one that matters most. For reference: the stock ran $1.72 → $11.35 on the executive order alone, with zero hard milestones achieved. The permit, a Pentagon deal, and the first production would each be larger events than the EO — landing on the same thin float.
Love this! Here’s my high level TMC DD **$TMC —** **TL;DR:** Only company in line for the first-ever US deep-sea mining permit. Decision \~Q1 2027. Trades at under 10 cents per dollar of its own NPV because one document is unresolved. The Pentagon has been deploying billions into minerals companies with equity stakes and price floors. I hold 3,100 shares @ $5.87 with exits pre-set at every level. **AThe setup:** One rock on the ocean floor contains copper, nickel, cobalt, and manganese. The US imports \~100% of its manganese and nearly all of its nickel and cobalt. China has restricted exports of 11+ minerals in three years, and the Hormuz closure just gave the world a live demonstration of what chokepoint warfare costs. Washington got the message: executive order, fast-track NOAA process, national security framing. **The receipts:** TMC filed its application **the same week** NOAA opened the fast-track lane. Every milestone since has landed on schedule. You don’t have a world-first application ready to file unless you knew the lane was coming. The board was built for access: Hess oil family money (the family patriarch gave $1M to the Trump super PAC weeks before the fast-track rule appeared — it’s in FEC records) and Elon Musk’s personal attorney, whom the company publicly credited with helping “work with the new Administration.” The Pentagon playbook already exists: $4.5B+ deployed into minerals companies. MP Materials got equity, a 10-year offtake, and price floors — and tripled. The DoD also owns 40% of the new refinery belonging to TMC’s own refining partner. Allseas — the company building the actual collection ships, and a \~14% shareholder — just accepted **7.3 million shares as payment** for development work instead of cash. The contractor chose stock at $4.66 over invoiced dollars. The people building the machine are betting it works. Glencore has held rights to 50% of the flagship project’s nickel and copper for years. PAMCO in Japan has already smelted 2,000 tonnes of real nodules at a commercial facility. The customer chain exists before the mine does. Market cap: \~$2B. The company’s own project NPV: $23.6B. Under a dime per dollar, entirely because of one pending document. **The bear case, stated honestly:** The risk isn’t NOAA saying no — it’s the courts. Lockheed attempted this under the same statute and was stopped by litigation in 2015. Environmental groups have already signaled they’ll sue again. Filed lawsuits are expected and priced in; an *injunction* is the real kill shot. My honest odds of a permit that survives and works: **55–60%.** This can go to zero with no soft landing. Size accordingly — I did. **Position and plan:** 3,100 @ $5.87. The ladder is set and non-negotiable: trim 10% at $6 (with tax-loss harvesting on my highest-cost lots), scale out at $15 and $18 — full cost basis recovered at $18, everything after is house money — sell a major tranche at $100, and hold \~1,000 shares permanently for the scenario where this becomes an established American industry with dividend potential. If it fails, I lose \~$18K at a size I planned for. **Catalysts:** 7/13 critical minerals trade report • 8/13 earnings + 8/14 13F filings (institutions hold only \~11% — if the permit lands, they build toward a normal 40%+ into a float that’s one-third locked by insiders) • Draft EIS in Q4 2026 — the one that matters most. For reference: the stock ran $1.72 → $11.35 on the executive order alone, with zero hard milestones achieved. The permit, a Pentagon deal, and the first production would each be larger events than the EO — landing on the same thin float.
His odds to retain PM position went down quite a bit, and the $EIS is down like 6% the past couple days. All is not well over there.
A fair point, but isn’t Poland part of NATO? So if Russia attacked Poland, every member of NATO would attack Russia in return. Even if the US refused to honor its NATO obligations, the remaining European countries would not let the invasion stand. I do understand what you’re saying though. I used to own an Israeli ETF called EIS, and the October 2023 terrorist attacks decimated it. After it recovered shortly thereafter, I sold it.
EIS Israeli weighted stock index been an absolute banger
Quite the opposite. What’s credible and unfortunately not mentioned above is this is far less invasive than traditional mining methods, and in a with the least density of life/organism. The EIS will detail the specifics later this yese
When top brass at NOAA publicly say they're not waiting on the environmental science to start the industry and the last pemiting phase yet to clear happens to be EIS 😂 Yeah I'm in
DGS 15% WisdomTree EM SC Div VNM 13% VanEck Vietnam ARGT 12% Global X Argentina GREK 11% Global X Greece EPU 10% iShares Peru COLO 9% Global X Colombia EPOL 9% iShares Poland EWW 8% iShares Mexico ASHR 5% Xtrackers CSI 300 EZA 4% iShares South Africa EIS 4% iShares Israel Yes Claude/Gemini/GPT helped with allocations %
It would appear that they have, but I'm going to repeat my most common mistake and assume institutional algo traders can't be that stupid. Unless it's the equivalent of EIS / SEIS baskets. Then that becomes frighteningly plausible.
Buy more, Regard! We’re going to ATH soon. I strongly recommend $EIS.
AINT NO WAY CNBC RECOMMENDED $EIS 🤣 Dawg you can’t make this shit up Like a rat to its cheese #🧀 🐀
ETFs are the way to go for sure, and then I use those same ETFs to stock pick just a few of their top positions in order to spice up my portfolio a bit. For instance, SPMO, SMH, I also hold URA, GDX, and EIS. As for individual stocks, I've got NVDA, ASML, ASTS, and some XOM
I don't get how it's up so much while EIS is up like 10% lol
EIS is up 3.5% YTD. The big thing about it is it’s 40% financials which is a way to play tech but it’s surprising that it’s so highly weighted. I don’t know how I feel about the dollar weakening story because the DXY was overbought in 2024 and it’s now back to a historically normal level.
Centers of Data Co has identified a commercial real estate site in citytownville in the state michihio. They do their business case, and say this works, funding is now secured. Now they have to permit it, that isn't just a building permit, it might need zoning, EIS, water use permits, noise abetment etc and yet the townfolk of citytownville might pitch a fit. You aren't spending a red cent on the steel for that facility until you have all your permits in hand. Better said, no contractor is buying a damn thing until they know that project is fully cleared for construction. What you should be looking at is, how many data centers are fully permitted, or in the last phase of permitting and clearly on track for approval. There might be 1,000,000 proposed data centers, but we are seeing clear push back from municipalities and states regarding new data center construction. Of that million data centers, you might only have a few hundred fully permitted and ready for construction.
I enjoy investing in only epic winners, so my question is, full port into EIS this week?
EIS exposure to defense/aerospace is 7%, the other main Israeli indexes are around 10% (so EIS is less exposed to the military side), that is still some pretty significant exposure. You also have to take into account the fact that most of Israel’s tech stocks are (obviously) not military, but somewhat military adjacent in terms of revenue flow. And to be clear, I don’t think that a capitulation of Iran would be bad for the Israeli economy or even the main Israeli indexes. But, I don’t think it would rally 20% in one day. It would likely be a reallocation of capitol and a massive sector shift before starting a cycle of long term growth.
If iran surrenders the it will be a +20% day to EIS
EIS is the Isreal stock index. Up a lot!
going to make a lot of money shorting $EIS overnight.
Buy EIS. When Iran surrenders we are going to see a +20 percent day to the israeli market.
$EIS (Isreal stock etf) absolutely loving this war
the gulf states' country etfs should bounce back pretty hard if and when oil price continues to lift $KSA $UAE $EIS (up bigly in premarket)
I full port EIS (israel etf) on monday, they are the real super power of the world
I buy $EIS occasionally, but the tel Aviv each age itself has an Adr that trades on US pink sheets. Hope it goes to 0 for you btw
I’m mainly in VT, but I also hold EIS (Israel) simply because I believe in a lot of their tech and pharma innovation. It’s a very tiny portion of my portfolio though.
$EIS is up. I knew it was going to be, but still funny given the context. might buy 1 share long so their entire market goes to 0.
$EIS, God's Chosen ETF, also still booming
Long $EIS on world events. Iykyk
It should be SPY ETF first Not EIS ETF first
I think XIC and VOO are winners. EIS is probably gonna do pretty well too.
Is there no equivalent of EIS / SEIS in the States?
You gotta look a bit harder I think. TGT under 90 was nice. .I still think its nice at 97 with that 5% divi which is safe at only 50 percent payout ratio. Kenvue starting to look good as well. Canadian banks still have some room to run. (Though I think I wouldnt jump on this trade unless I was ok with 5-8% yearly growth) TOL and some builders. HE is a steal if you can wait Heico is expensive but shows no sign of slowing down. Lastly Israeli ETF EIS has been on a tear, no reason it cant keep going with potential deals from SA opening up eventually
The EIS (Environment Impact Study) was positive. The first mine to be rejected a permit with a positive study. The rejection was political. The dam they worry about is a dry dam, meaning, it doesn't hold back water. And the mine is 150 miles away from the bay. This has a chance. If you read NAKs case they submitted, you'll see it is strong. Biden's EPA broke a few laws putting the veto in place. It's not an opinion. Laws are put in place for a reason. And they were broken.
can someone with money place a market order on EIS?
I think your assessment of the Moab route is too optimistic. Source: lived there for several years and have experience with the government, including UMTRA, DOI, and local planning 1. The UMTRA remediation infrastructure is getting mostly scrapped at the end of everything because of radioactive contamination. You’d have to look at the EIS to see exactly what the plan is, but IIRC all of the infrastructure that comes into direct contact with the tailings is going straight onto the top of the landfill afterwards. There is still rail activity there, but do not make the mistake of counting the remediation activity in its favor. 2. The UMTRA site is not returning to industrial use after it is remediated. The current plan (again, IIRC) is to restore it to a natural area in order to reduce exposure to residual radiation and provide flood control to Moab. In addition, any use besides a natural area will come with risks associated with the Colorado River and everyone downstream. Good luck getting permits for that for storing anything more dangerous than baking soda. Finally, even all stakeholders were cool with further development at the site, real estate is far too valuable for tourism infrastructure to make it economical for anything else - and thats it’s whole own set of issues. Look up the Kane Creek Project and Lions Back Resort to see what kind of can of worms that can be. You could turn the whole thing into an RV resort and make a fortune. 3. Highway 191 is not an economical transport route through Moab. The highway runs at more than max capacity for half the year all the way from I70 to Blanding. Additional infrastructure isn’t going to happen - town itself sits in a canyon surrounded for 100 miles in every direction by some of the most complex terrain in the country - half of which is protected by National Parks. And, from personal experience, local planning and permitting authorities aren’t interested in letting so much as a fence go up, let alone accommodate. Utah outside the interstate corridors is just a logistical nightmare.
GPHOF is anchored by an April 23, 2025, Bankable Feasibility Study that assigns the integrated Alaska‑mine‑plus‑Ohio‑anode project a post‑tax NPV of US$5.0 billion and a 27 % IRR at an 8 % discount rate, with payback in 7.5 years over a 20‑year life. The planned mine will process 10,000 t/day and deliver an average of 175,000 dry‑metric‑tonnes of graphite concentrate annually, positioning GPHOF as the largest future US source of battery‑grade feedstock. Against a current enterprise value of roughly US$0.10 billion, the NPV‑to‑EV leverage for GPHOF is about 50 ×, the widest in the North‑American critical‑minerals peer set. A US$37.5 million Department of Defense Title III grant funded 75 % of study costs and accelerated completion by 15 months, underscoring that federal backing for GPHOF is tangible rather than aspirational. Regulatory visibility improved when the project entered the FAST‑41 program in June 2025. The program requires the US Army Corps to publish a full federal review timetable no later than August 12, 2025, curbing the timeline uncertainty that typically discounts developers like GPHOF. Financing prospects brightened after the U.S. Export‑Import Bank issued a non‑binding LOI for up to US$325 million with a potential 15‑year tenor under its “Make More in America” initiative, covering roughly one‑fifth of the Ohio anode facility’s initial cap‑ex. Study economics rest on a US $7,500/t anode‑graphite price; every US $500/t swing shifts NPV by about US $0.9 billion, exposing GPHOF to Chinese export policy and EV‑demand cycles. Management projects US $43 billion in cumulative revenue and more than US $10 billion in after‑tax free cash flow, suggesting GPHOF can self‑fund later expansion phases without perpetual equity dilution. Execution risks include securing the remaining ≈US$1 billion of cap‑ex if EXIM terms fall short, possible Alaska environmental litigation that could delay the EIS, and the need to finalize binding offtakes before the 2028 first‑production target. Even after hair‑cutting the model for a one‑year schedule slip and a 15 % graphite‑price decline, the NPV stands near US$3.2 billion—still more than 30 × current EV—indicating the market is either over‑discounting GPHOF’s funding and permitting risk or undervaluing the premium for domestically sourced graphite anode material.
GPHOF is anchored by an April 23, 2025, Bankable Feasibility Study that assigns the integrated Alaska‑mine‑plus‑Ohio‑anode project a post‑tax NPV of US$5.0 billion and a 27 % IRR at an 8 % discount rate, with payback in 7.5 years over a 20‑year life. The planned mine will process 10,000 t/day and deliver an average of 175,000 dry‑metric‑tonnes of graphite concentrate annually, positioning GPHOF as the largest future US source of battery‑grade feedstock. Against a current enterprise value of roughly US$0.10 billion, the NPV‑to‑EV leverage for GPHOF is about 50 ×, the widest in the North‑American critical‑minerals peer set. A US$37.5 million Department of Defense Title III grant funded 75 % of study costs and accelerated completion by 15 months, underscoring that federal backing for GPHOF is tangible rather than aspirational. Regulatory visibility improved when the project entered the FAST‑41 program in June 2025. The program requires the US Army Corps to publish a full federal review timetable no later than August 12, 2025, curbing the timeline uncertainty that typically discounts developers like GPHOF. Financing prospects brightened after the U.S. Export‑Import Bank issued a non‑binding LOI for up to US$325 million with a potential 15‑year tenor under its “Make More in America” initiative, covering roughly one‑fifth of the Ohio anode facility’s initial cap‑ex. Study economics rest on a US $7,500/t anode‑graphite price; every US $500/t swing shifts NPV by about US $0.9 billion, exposing GPHOF to Chinese export policy and EV‑demand cycles. Management projects US $43 billion in cumulative revenue and more than US $10 billion in after‑tax free cash flow, suggesting GPHOF can self‑fund later expansion phases without perpetual equity dilution. Execution risks include securing the remaining ≈US$1 billion of cap‑ex if EXIM terms fall short, possible Alaska environmental litigation that could delay the EIS, and the need to finalize binding offtakes before the 2028 first‑production target. Even after hair‑cutting the model for a one‑year schedule slip and a 15 % graphite‑price decline, the stress‑tested NPV stands near US$3.2 billion—still more than 30 × current EV—indicating the market is either over‑discounting GPHOF’s funding and permitting risk or undervaluing the premium for domestically sourced graphite anode material.
Yes, that is a good thing because I'm a shareholder in $SHLD, $EIS, $EUAD, and when money goes into the pockets of defense contractors and to Israel, it goes into my pocket as well.
Yes there are etfs like EIS. Also some Israeli companies are dual listed on the nasdaq
I'm just buying broad Israeli etfs like EIS right now
EIS seems like a good buy, they get infinite money from the mango harvest.
israel country etf, EIS, up 42% yoy and at all time highs war, for lack of a better word, is good
https://metals.co/wp-content/uploads/2023/03/TMC_NORI-D_LCA_Final_Report_March2023.pdf https://www.globenewswire.com/news-release/2023/12/14/2796226/0/en/TMC-Subsidiary-NORI-Shares-Preliminary-Findings-on-Environmental-Impacts-of-Pilot-Nodule-Collection-System-Test.html https://www.globenewswire.com/news-release/2023/12/28/2801691/0/en/TMC-Subsidiary-NORI-Completes-Key-Offshore-Research-Campaign-Evaluating-Seafloor-Ecosystem-Function-a-Year-Post-Nodule-Collection-Test.html These are just a few. All their data (over a decade of research) is being assessed for completeness by noaa currently. If deemed ok then they will enter their EIS phase, which thanks to the EO and bipartisan support will be short.
https://metals.co/wp-content/uploads/2023/03/TMC_NORI-D_LCA_Final_Report_March2023.pdf https://www.globenewswire.com/news-release/2023/12/14/2796226/0/en/TMC-Subsidiary-NORI-Shares-Preliminary-Findings-on-Environmental-Impacts-of-Pilot-Nodule-Collection-System-Test.html https://www.globenewswire.com/news-release/2023/12/28/2801691/0/en/TMC-Subsidiary-NORI-Completes-Key-Offshore-Research-Campaign-Evaluating-Seafloor-Ecosystem-Function-a-Year-Post-Nodule-Collection-Test.html These are just a few. All their data (over a decade of research) is being assessed for completeness by noaa currently. If deemed ok then they will enter their EIS phase, which thanks to the EO and bipartisan support will be short.
!banbet EIS -5% 3 days
Based on old data. TMC has a petabyte of data over a decade which has been collated by independent scientists from all around the world. The EIS will pass because it’s so obvious that it’s better than traditional mining. It’s not even mining. It’s harvesting something that’s sat on top of the seabed, disturbing only 3cm deep
Media figures that are paid by Russia and China to FUD are against Pebble like Tucker Carlson. Jr was against it in service to a guy that owns a lodge there. In any case, the recent adjustments to the Clean Water Act, and quietly changing Alaska’s relationship to their own resources makes it much more likely and much less of a national issue. Obama made them do an exhaustive study of whether it would affect the salmon that are almost 200 miles away. The EIS came back clean after 5 years of blocking the project. The governor is on board and wants to diversify the jobs available for Alaskans. He spent a lot of time on Air Force One.
How do you explain EIS near record high? Don’t get wrong; what you said is true and will be factor down the line but in the meantime, I think geopolitics might trump market reality here. I could see the Trump Administration bailing out certain segments of the Israeli economy especially anything war related. Drones, shit like that. I’m bullish on short term gains on certain stocks but hey that’s me. I’ve been wrong plenty of times
Joby is a better bet IMO. All companies doing this are somewhat of a long shot due to overcrowded competition while the TAM is highly debatable. Joby is ahead in terms of funding, testing, and the pedigree of its team is top notch. Archer’s main advantage is a more traditional supply chain, which it expects will help it to clear FAA hurdles faster and allow for a robust supply chain. Both have some very solid partnerships. A few other companies are looking like they’ll fail, but then you have the later EIS competitors like Wisk (Boeing owned, doing well despite that), CityAirbus, EVE, Hyundai, and Honda. All of those companies will likely have high quality aircraft, with the disadvantage of being later to market. The plus side there is an infrastructure and regulatory environment that’s ideally already somewhat established – that will not be the case for Joby and Archer and it’s going to be a real challenge if they want to meet EIS targets. Aerospace suppliers, or at least the one I work for and the others I’m engaged with, largely view eVTOL as an opportunity to establish technological pedigree in electric propulsion, rather than the next big thing. Pick a horse or two, but don’t be afraid to take profit when you’re up and don’t be surprised if the floor falls out quick. Virtually every single one of these Archer posts significantly simplify the regulatory and infrastructure challenges. They also severely miss how large the range of outcomes is regarding demand. There’s a reason why many in the aerospace industry are skeptical. To be fair, disruption often starts that way.
I haven’t had time to read your full post and will come back to it this afternoon, but fwiw, the odds of EIS being delayed beyond 2025 are pretty high. A lot of risk factors in the eVTOL market.
EIS doesn't offer an options chain sadly. There are other ETFs that target Israel IZRL, ITEQ, and ISRA. Better option might be too short individual companies like AUDC or TEVA. Looks like the market has the destruction of Tel Aviv priced in already. I'll check it on Monday and watch the chain. If anyone has an Unusual Whales account setup alerts on Israeli companies for larger size orders. Remember someone always knows.
iShares MSCI Israel ETF (EIS)
Not sure what rule you’re referring to, but your selections look like the rough outline of a global stock portfolio. You could do that in one ticker with VT. Then add EIS or other focused funds as desired.
One on hand, some of these Israeli stocks are pretty good at making 💸 like ITRN or EIS. On the other hand, university endowments are loaded af and hardly need any help. 🤷
Long Hamas, short $EIS
Yeah, this is pretty accurate for the most part – though the parking space thing is sort of misguided, as it won’t be parking alonngside cars, but it’s moot bc the infrastructure they need isn’t set up yet… Aerospace is a large part of my work focus and I’ve commented on various Archer and Joby posts about the risks before and don’t have the time to expand atm, but these are long term lottery ticket plays. A few eVTOL platforms will likely *survive*, but the demand is very much tbd and the EIS targets are ambitious. Joby currently looks like it has a better chance than Archer but it’s still risky, though Archer’s more traditional aero supply chain may be beneficial. If you do calls, be prepared to roll them on cert delays or lose it all tbh. No guarantees here and OP severely downplays the risk.
Respectfully, I have to disagree with your conclusion as someone that does a fair amount of aerospace market analysis for work. Happy to expand if you’re interested, but I went back to some of my previous Archer comments and pulled the below. Formatting may suck as I am on mobile. - Despite having an EIS (entry into service) target close to Joby’s in 2025 (ambitious for both of them), Archer has reached significantly fewer milestones in terms of testing. It’s aircraft flew for the first time recently, however, it only completed a hover test… - Regulations for training requirements and commercial operations have not been finalized and there’s no guarantee that will be the case by 2025. - The market is going to be increasingly saturated with entrants, even though demand remains unclear. Despite being technologically more advanced in some areas versus some helicopters and small business jets, there has to be an economically viable reason to convince those customers to make the shift. Transportation to and from airports simply isn’t enough for this to become “the next Tesla” - While Joby and Archer will (allegedly) reach the market far before competitors, that doesn’t mean it will capture market share. The demand and infrastructure will take years to develop, giving time for competitors with higher pedigree and more advanced supply chains (Boeing’s Wisk, CityAirbus, EVE, Hyundai, Honda, etc.) to bring their products to market - The helicopter market you highlighted includes military rotorcraft… which eVTOL will not take any market share form. Companies like Joby have delivered a couple of aircraft to the USAF, but those would be for special use cases at most… - Somehow, Archer managed to “catch up” to Joby rapidly. I’m not trying to boost Joby here, as there are still risks, but it’s outright bizarre and at least moderately concerning given that it hasn’t really backed up it’s timeline estimates. - The orders Archer has received are not firm – customers can back out if the program doesn’t meet expectations in any facet. - Aerospace suppliers largely the eVTOL market as a chance to demonstrate pedigree for larger commercial MEA (more electric aircraft) initiatives. Most do not view it as an avenue for long term revenue growth. A [report](https://grizzlyreports.com/we-believe-archer-aviation-inc-nasdaqachr-is-a-lame-duck/) details some other concerning factors, though I can’t speak to the legitimacy of the firm that compiled it. I’d still encourage prospective investors to read it.
consider tax too - for e.g. in the UK you could invest in EIS-eligible schemes that will invest your money fort you in up and coming high risk high reward companies. Benefits include * Up to 30% income tax relief * Tax-free growth * Capital gains deferral * Inheritance tax relief * Loss relief on exit SEIS scheme are also available, for higher risk/reward plays: * Income tax relief. Up to 50% income tax relief on investments up to £200,000 per tax year. * CGT disposal relief. Any gain is Capital Gains Tax (CGT) free if the investment is held for at least three years. * Loss relief. * CGT reinvestment relief. Otherwise, QQQ inside an ISA or a focussed ETF in a sector you like (tech, semiconductors, healthcare, cannabis) But most of the fun of 'riskier' investments is reading about them, working out what suits you, and making investment choices - if you stick to major companies or ETFs and don't read wallstreetbets, you'll mostly be fine. But (outside FAANG and Nvidia) they are not set and forget.
Alright, so there’s a lot to the eVTOL market dynamics and Joby in particular. I could ramble on for hours about the pros and cons with throwing money down on Joby, but I’ll throw some thoughts below: • Joby remains the clear leader in the eVTOL space. The company has conducted the most test flights and has generally speaking shown that it has a functional aircraft. Aside from the corporate backed projects (i.e. EVE, Wisk, CityAirbus, Honda, Hyundai), it remains the best funded. Many of the corporate backed projects are taking a longer development approach. • Its leadership team is filled with top notch, reputable aerospace industry professionals. It also has also received solid investments from companies like Toyota. • Partnerships and non-firm orders with airlines like Delta have been established. • Deliveries to the military are encouraging, but it’s important to know that this isn’t the same as commercial production. • Its EIS (entry into service) target of 2025 is ahead of all competitors other than Archer. Archer is also aiming to enter service in 2025, however, the company has proven significantly less advancement and the rate at which it “caught up” to Joby has always been a bit suspicious to me. There’s a [report]( https://grizzlyreports.com/we-believe-archer-aviation-inc-nasdaqachr-is-a-lame-duck/) out there on Archer that is also concerning, however, it’s not exactly the most professional or thorough report. • The 2025 EIS is possible, but it’s still considered ambitious within the industry. This is largely because regulations for eVTOL have yet to be finalized. Any decisions pertaining to aircraft certification, training, or air space requirements have the ability to shift this timeline • Despite the technological advantages compared to light business jets and helicopters on some routes, its unclear whether these advantages are strong enough to convince its target market to shift away from other aircraft that already have infrastructure in place. • The infrastructure will take additional time and investment to build out Personally, I think it’s likely that a couple of eVTOL developers are able to create a sustainable market for themselves. Aside from that, many initiatives will fail. Joby is currently positioned very well relative to its peers, so it’s fair to speculate that its outlook shows promise. The other thing about any of these eVTOL companies is that they’re fairly prone to sudden spikes a couple times a year. This is largely because news outlets occasionally catch wind about an aircraft completing a stage of FAA certification, production plan announcements, a new flight testing milestone, or a sizeable investment from a reputable backer. This was much longer than I intended to write, but it’s far from comprehensive. I probably sound a bit bearish in my bullets, but I’d say there’s reason for cautious optimism with Joby. There’s a lot of potential there. If you’re interested to take a look at competitors, there’s a website called the [AAM (Advanced Air Mobility) Reality Index](https://aamrealityindex.com/aam-reality-index) that tracks developments in the eVTOL space and grades the feasibility of the project.
The large Techs lobbying to protect their turf, quite frankly, "a racket" that could be considered criminal in what it may end up doing to "society," remains part of the problem in addition to the "complexion of our underlying" owners which I have pointed out to Kate since arriving and moves directly towards your comment about "empty conduits" which I am fairly certain is wrong, that being, "they were starting to pull fiber through most of them." I stand by my comment that 2-3 conduits at most are filled with "fiber" today. These in fact are part of the "proprietary gifts" that KJ continues to opine about when she is not maddened to the point of "silence" with these rabble rousing analysts on her calls. If these analysts including Simon Sayz--always the FIRST in the classroom to jump up with his hand raised-- at MS weren't all "SELL SIDE," truly, I have never experienced a Company as large as Lumen with what is all SELL SIDE firms on their calls talking about the least important aspects of their business including "Mass Markets" and even FTTH today. Personally, I am waiting for Kate to command enough knowledge and confidence in where she is taking the puck because of her own gifts and talents to see the future with clarity in the the near term fully confident that her sales force will deliver appropriately, to deal with these SOB's like I used to witness Elon deal with those Doubting Thomas' putting them in their places--schooling them, and chiding them when necessary--on his calls! They are like the "disruptive" children in the classroom distracting the good kids from valuable learning experiences. Simon Sayz is prima facie acridness towards this fact. I want to take his firm's money in the end! Since they won't ask the questions about conduits and supply/demand factors around the Enterprise space, I will find out from the Company directly and get back to you with respect to "empty conduits" knowing that previously advancements in tech multiplied the capacity of a single strand dampening demand by increasing supply irrespective of the "savings" that continues to be harvested in "optical switching" and "distance spacing" to REGEN huts along the way. You may RECALL the recent California win in the "middle mile" connecting to my claims now being a specific inquiry, which is where the pedal meets Lumen's "BARE METAL" with respect to the massive TAM in Govt. Enterprise especially EIS, on top of "State" fiber needs identified here and the "Military" with the DOD and a BOD's historically stacked with Generals and others in the space. It only takes a few BILLION DOLLAR CONTRACT WINS to put all this "growth" debate to rest finally, and that is something that has continued to not make sense since the Days of Level 3 using Sean Connery, aka, James Bond or 007 to advertise their wares to government and military. <Lumen will be pulling new 288 count fiber into existing conduit on behalf of the state for the entire 1,900 miles. This will bring open-access middle mile connectivity by Lumen to “hundreds of California communities by the end of 2026,” according to a Lumen statement.> As for the regulatory put, Dr. Kleinrock and I discussed "ad revenue sharing" and "search revenue" proceeds as the "sharing is caring" method for encouraging and stabilizing infrastructure owners to continue making the mammoth investments beyond Lumen's state of the art network already in place. Earlier in our CYCLE, we had Crowe develop a "bit mile" pricing scheme that never took off nor is it ever spoken about any longer since "the status quo" continue to put a lid on pricing in grossly understated long term adverse "commodity status" that appears as bad as the energy space a couple of years ago where the price of crude including WTI went "negative," so that theoretically, producers would have needed to pay buyers to take it off their hands. ​ It seems like that's where Lumen continues to be today, doesn't it? This BAD BIZ MODEL must be INVERTED! Don't be afraid of "FAIR REGULATION" which levels the playing field for infrastructure owners versus their TECH TASK MASTERS cracking their whips over Congress, FCC, etc. to keep infrastructure owners from being able to charge them for their customers "playing games" over our backbone excluding "fair freight" or "carriage" charges. Not UNTIL that adverse "pricing scheme" is changed, will LUMEN BE BORN TO RUN like she was expected to do at her creation. ​ With respect to this concept of creation and The Level 3, err, Lumen's Network importance, I used to say, "there is no question about the Chicken or the Egg, which came first, because The Level 3 Network had to be BUILT or GOOGLE wouldn't EXIST!" Let's go, KATE!
PPTA: Rare precious metal mining during a restoration project. Just waiting on the EIS to finalize, or an administration that doesn't care about environmental regulations to gain power.
The UK is great for investing and the LSE along with UK brokers offer a lot of choice very cheaply. You can put £20k/yr into an ISA which all becomes completely tax free for life and can be withdrawn with zero age restrictions. You can also put £60k into a SIPP that gets marginal rate tax relief on the way in, no tax on any gains or dividends, and then 25% tax free cash on the way out, can’t be accessed until 55/57. I salary sacrifice into a SIPP and get 40% tax relief, 2% NI avoided, 9% student loan avoided and a 6.9% ENI rebate from my employer (50%). You also then have a world of huge tax incentives with VCT’s, EIS’, SEIS’, AIM shares etc. On top of these accounts the brokers themselves can be very cheap, HL are the biggest UK broker and they have no fee on regular investing via a direct debit, and a cap of £45 a year on anything exchange traded. You could have £20m in an account and have the platform fee only be £45. The LSE is also quite innovative and first to the punch with some of the products they allow, and they can virtually always be held in the tax efficient accounts previously mentioned. For example if I want to buy a 5x leveraged ETP of a single stock, or do something similar but short, I can. If I want to do so for an industry or commodity I can. These leveraged products have no negative balance risk at all, you can lose what you put in, but nothing more, and the ongoing charges on them are far less heavy than options. More importantly for me, I can buy a dev world Momentum ETF for a 0.3% ongoing charge from iShares, or any other form of factor ETF even cheaper, and get factor exposure. Or similar with fallen angel bonds. The opportunities and access are fantastic, the fees are cheap and the tax privileged accounts are incredible, it’s great. The best part is you never have to worry about how shit the UK stock market is, because you don’t have to touch it. UK investors are incredibly well served in a way most European investors really aren’t, sadly.
They shorted EIS etf because they did not have access to the TA stock exchange That is why the short position was only 2.5M because of lack of liquidity If it was in the TA stock exchange it was much larger bet (but it had to had access which i dont think the ones did it had)
They shorted EIS etf because they did not have access to the TA stock exchange That is why the short position was only 2.5M because of lack of liquidity If it was in the TA stock exchange it was much larger bet (but it had to had access which i dont think the ones did it had)
The following are not jargon free: >Invest tax efficiently >tax-efficient wrapper >individual savings account (ISA), pension, venture capital trust (VCT) or enterprise investment scheme (EIS)
> venture capital trust (VCT) or enterprise investment scheme (EIS) Most people would be well advised not to go anywhere near these. Not only are they very high risk but fees for retails investors are awful. E.g. I looked into VCTs are most of them had a "2 and 20" fee structure which was also front loaded
Puts on $EIS…calls on $GUSH
I don't expect the ISA to make the right call, I don't expect Bechtel to protect the environment, I trust them to help get the EIS approved to the standards of the ISA and the Legal and Technical Commission. That's pretty much the only reason they can actually deny the permit. People think it's a personal choice matter but the Legal and Technical Commission as well as the ISA have very clear mandates, and in general the bureaucracy is geared towards regulating mining rather than environmental protection if that makes sense.
The media, FT have had a few articles on it since covid as an easy way for the government to cover some of the expense. From a very quick google here an example if a little aged: https://www.investec.com/en_gb/focus/my-money/what-could-proposed-changes-to-capital-gains-tax-mean-for-you.html Also in the new tax year I’ve made a couple of EIS investments and both funds advised me not to crystallise gains to fund the investment (you can defer CGT gains with EIS) due to the real risk of rolling it into a higher CGT environment. So advisors are also certainly talking about it.
The components of XEQT are : XEF ITOT XIC and IEMG (Emerging Markets, or a cover for mainly Chinese stocks) so you could buy XEF ITOT and XIC seperate from IEMG, which would cut all or most of the Chinese exposer and if you want other 'emerging markets' do your research into what countries you want to be exposed to and the similar or other risks that come with that there are other country specific etfs like EGPT KSA EIS UAE EIDO. but I'm almost completely in US equities because I trade and don't want to be confused with foreign tax complication.
Companies IPO when they are far larger now, especially in the US and to a similar albeit lesser extent in the UK. This is because VC funding is far more accessible. Here in the UK a regular private investor can invest small or large amounts into EIS, SEIS and VCT companies or funds, and not only be directly investing in early stage high growth companies, but also be given gigantic tax breaks for the privilege. (There are caps on this that mean it’s pretty much useless for institutions though). Because of this companies stay private a lot longer. Monzo was sat at $5B last year, and despite banks pushing them, haven’t announced an imminent IPO. Interactive Investors who were heavily funded by the MMC EIS, were at $1.5B also with no IPO plans. The UK receives more VC funding than Germany, France, Spain and Italy combined, for scale America received almost 8x this figure. The UK is one of only three $1T tech markets on earth, America has singular tech companies worth double that. I don’t think most American investors appreciate the sheer scale of the money sloshing around their market, ready to fund any half decent growth style company there is.
MSCI USA Momentum- 12% EIS Funds incl tax relief: 14% Growth/Oligopoly stock picking for fun: 8%
I’m currently 99% IUMF (MSCI USA Momentum) and 1% Mercadolibre. I’m going to contribute heavily to IUMF for another 9-10 years, to hit the coast part of coastfi, and then sporadically throw money into EIS funds (basically venture capital with giant tax incentives).
Trump’s policies were better than Biden’s for energy hands down. Also it’s from the EIA not EIS…. You’re not a very smart person protecting a side just because it’s red or blue. You think I liked Bush….? Lmao
Oh I get it now. When Trump was President demand issues due to Covid were the problem however when Biden is President those things no longer matter- only his policies? Oh I see the EIS made those special reports just so I could prove you wrong? Oh and Biden is at fault for expensive gas right? Maybe that’s why the whole world’s gas prices went up, not just ours? Geniuses like you give me faith that the craziness in the country can’t persist for long. Surely more and more rational thinkers will see there is never any substance to anything you say - just impotent rage.
25% of my money is in structured products that aim to pay out around 7-11% non compounded annually. A lot of these have imbedded defensive features such as step down kick out targets, so if the mkt is weak/sideways for a few years I hope to achieve decent growth from these. The other 75% in a mix of real estate, tax efficient UK investments (such as EIS and VCTs), pension (which has great tax benefits in the UK). All in all, I can't predict or opt out of 'lean' years when I have a multi decade time horizon, but if the market is weaker in the coming decade at least I have a few widgets doing different things to provide growth. If the mkt rises 30% in the next year or two and I've capped 25% to lower levels of growth, that's fine. The 75% of the plan worked!!! :)
I have read extensively on this company it’s arrow deposit is evaluated to be one of the lowest cost and highest grade uranium deposits to be and a large volume to, recently their EIS has been accepted and are the public and federal review results are going to be concluded in this 3q of 2022
All that I explained too is before you pay lawyer to get permits EIS studies done contracts to build the roads and locations, plus then if it produces you either have to pay trucks to get it to a refinery or build a pipeline... we are talking millions of dollars in investment to hope you hit oil. All while knowing the govt could immediately back out and make you cap em without nothing more than the strike of a pen. That's literally what Biden did. My field is still booming but only because we have the biggest Indian res in the country and that's what funds their divs. So when Biden shut leases down on fed that included tribal lands. But the tribe (knowing that's their primary source of divs) immediately sent letters to the woke pres and he changed it for them. So yeah, I might know a thing or 2 about what's happening on the ground in O and G. Take it how you will but the TRUTH is still the TRUTH!!!!
Israel's economy has been on a roll for the past 2 years. Their main index was up 35% in 2021. I have a small position in EIS. A lot of the Israeli tech companies IPOed straight to nasdaq, so their index hasn't fallen a lot since the beginning of the year. Inflation there is about 3%, Their GDP had monster growth last Q, They manage to survive Covid well by the looks of it and have balanced budget now. Worth keeping an eye on it.
Limited-time deal: Action Camera 4K 60FPS 20MP WiFi 40M Waterproof Underwater Camera EIS X30 Sports Camera with 170 ° Wide Angle Ultra HD DV Camcorder with Touch Screen Stabilizer Helmet Camera https://www.amazon.ca/dp/B09HKDFRWD/ref=cm_sw_r_cp_api_glt_i_dl_MGC4EP9TT17K5K31JNEG?_encoding=UTF8&psc=1
More water info [here](http://www.gbrw.org/ftpgbrw/Thacker%20Pass/EIS-2020/DEIS/Bartell/Attachment%20E.pdf). And it is discussed 15min in on [this video](http://www.nevadanewsmakers.com/video/default.asp?showID=3430).