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🍗 Most Important Earnings from Before the Bell Today
🍗 Most Important Earnings from Before the Bell Today
2022-11-03 Wrinkle-brain Plays (Mathematically derived options plays)
BLDP, PTRA, FLR, FSLR (8-25-22) daily trendline test: 3 ops (options) present; call/put/straddle. There is also an option to wait for a clear breakout of up TL.
"Jim Cramer Doesn't Like These 10 Stocks", let's get some inverse Cramer action folks
Compete For Over $45,000 In Prizes
Fluor Corporation (FLR) ready for the next leg up. ENERGY PLAY
FLR - an infrastructure (ECP) company that has exposure to nuclear Small Modular Reactors
FLR - an infrastructure (ECP) company that has exposure to nuclear Small Modular Reactors
FLR - an all-in-one stock with exposure to infrastructure, energy (oil, gas, lng) and probably the only one that retail can invest on Small Modular Reactors, what do you guys think? This could be a great investment thesis that warrants a serious and a deep-dive DD
I don’t like the stock $FLR shorting Afghanistan construction dod contractors
Anybody know where I can buy $FLR? TO THE MOON 🚀🚀🚀
$CLOV = $LOVE AND 💰💰WE DONT NEED LOWER AGE FLR MEDICARE THIS INSANE. 38% short interest can also help. 😁
FLR - Commercially Viable Small Modular Reactor
All in on $FLR with my paltry $6,658 savings
Mentions
TT? Okay got it. What about MTZ and FLR for construction?
$FLR owns a big chunk of SMR and has more room to run imo
Reposting from another comment... >It was stolen. When you talk to your grandkids, tell them that we needed democracy and all indications are that we were robbed of it. some of these are borrowed from other Redditors, and are not from my own investigations. https://www.dcreport.org/2020/12/19/mitch-mcconnells-re-election-the-numbers-dont-add-up/ Interview with statistician Elizabeth Clarkson https://youtu.be/WOQ-GxJyJN4?si=VQHKVgV_2jpcNFrF Election truth alliance report on Clark County Nevada https://electiontruthalliance.org/clark-county%2C-nv Newsweek is the only place I’ve seen covering this https://www.newsweek.com/2024-election-rigged-donald-trump-elon-musk-2019482 Multiple investigations in Clark county nv https://news3lv.com/amp/news/local/four-investigations-launched-in-connection-with-2024-nevada-general-election-francisco-aguilar Rachel Maddow well before the Election Day discussing the quotes below, so you know I’m not taking them out of context. https://youtu.be/of9OP_a6MNg?si=U0-Wk_RKBTgGT8s1 Jessica Denson video on election https://www.youtube.com/live/JkmSXcHLjLE?si=4djsdNmmEMYARfeg Nathan from previous video on election https://youtu.be/QDWwLDejg8Y?si=ZWnzvlGg7OdL2Qf9 More Nathan on election https://youtu.be/3l8vWfaFVMU?si=ks1uLOKd3LFasP8a Nathan and lady from Smart Elections https://www.youtube.com/live/PgXOkfVVtbk?si=DsCDh2FLR3CvDwgW The canary suggesting we need a forensic audit (I agree) https://www.thecanary.co/global/world-analysis/2024/11/19/forensic-audit-us-presidential-election/ Greg Palast interview https://youtu.be/0LN65qFUDDo?si=s-Dchsh0_bgK2zvJ Greg Palasts Vigilantes inc https://youtu.be/P_XdtAQXnGE?si=3ywIUkugAEu1tEH7 Trump quotes: “You don’t have to vote, don’t worry about voting. The voting—we got plenty of votes.” 10.23.23, Derry NH rally “Listen, we don’t need votes. [...] We don’t need votes. We have to stop — focus, don’t worry about votes.” 06.15.24, Turning Point Action Convention in Detroit MI “I tell my people, I don’t need any votes. We got all the votes we need. We don’t need the votes.” 06.21.24, Faith & Freedom Coalition Conference in Washington DC “We don’t need the votes.” 06.28.24, Chesapeake VA rally “My instruction: We don’t need the votes, I have so many votes” 07.25.24, Fox & Friends “You won’t have to do it anymore. Four more years, you know what? It’ll be fixed, it’ll be fine. You won’t have to vote anymore, my beautiful Christians,” 07.26.24, Turning Point Summit in West Palm Beach FL “This time, vote. I’ll straighten out the country, you won’t have to vote any more, I won’t need your vote any more, you can go back to not voting.” 07.29.24, Fox News “Our primary focus is not to get out the vote, it is to make sure they don’t cheat.” 08.21.24, Asheboro NC rally “He’s great but if we don’t have good results by the 6th of November, I will never say that about him again. [...] He’s working mostly on ‘stop the steal’ because we have a lot of votes, we have plenty of votes. [...] make it ‘too big to rig.’” 10.05.24, Meridian PA rally “I think with our little secret we’re going to do really well with the House, right? Our little secret is having a big impact. He and I have a little secret — we will tell you what it is when the race is over.” 10.27.24, Madison Square Garden rally “We’re way ahead. I’m not supposed to say that. My people say ‘please don’t say that, sir.’” 11.03.24, Macon GA rally “He looked at some that were just shipped in, some of these vote counting computers. He knew it before it even came in the door, he looked like in the back of it, ‘oh I know that one’. I mean he knows this stuff better than anyone.” 11.04.24, Pittsburgh PA rally If you wish to dive into this further, watch this insightful documentary on fraud by Georgia politicians (replicated in other states). https://youtu.be/3l8vWfaFVMU?si=9mInZy4blljah-Qs https://sdvoice.info/trump-lost-vote-suppression-won-here-are-the-numbers/ 4,776,706 voters were wrongly purged from voter rolls according to US Elections Assistance Commission data. By August of 2024, for the first time since 1946, self-proclaimed “vigilante” voter-fraud hunters challenged the rights of 317,886 voters. The NAACP of Georgia estimates that by Election Day, the challenges exceeded 200,000 in Georgia alone. No less than 2,121,000 mail-in ballots were disqualified for minor clerical errors (e.g. postage due). At least 585,000 ballots cast in-precinct were also disqualified. 1,216,000 “provisional” ballots were rejected, not counted. 3.24 million new registrations were rejected or not entered on the rolls in time to vote An audit by the State of Washington found that a Black voter was 400% more likely than a white voter to have their mail-in ballot rejected. According to the Brennan Center for Justice, since the 2020 election, “At least 30 states enacted 78 restrictive laws” to blockade voting.
FLR has some room to grow from all times highs as well and climbing back up. Power plant construction company
Take a look at FLR sum of the parts (Nuscale), underlying business becomes picks and shovels for any major industrialization and nuclear buildout. You'll get a lot from the investment of hate on margins & interest rate sensitivity but they do the heavy lifting.
I've been buying uranium/NE stocks for 2 years. They've had a good run already. This Friday I added to my FLR position . This stocks is not on everyone's radar but should benefit from the NE infrastructure buildup.. On a side note, platinum stocks is another developing story and could have a decent run/breakout this year..
For a longer call, I’m talking 2026 2027, MUFG and FLR. Donnie is most likely going to want to continue the Alaska crude oil MFG and sell it to south kore and Japan, and if they do that, MUFG will be a major investor/buyer and FLR is the construction company that would most likely take up the project
That’s why I’m a big buyer of Lennar and Flour right now (LEN / FLR)tickers
HAHA HOW IS NOBODY ARRESTED FLR WHAT HAPPENED WITH RDDT TODAY 
my FLR fluor calls absolutely cooked since jan. when are you guys investing in infrastructure again 
What about this trade? >>43700 VIX Apr25 16th 20.0 Calls $2.36 (CboeTheo=2.34) ASK CBOE 13:09:49.826 IV=98.7% +1.6 +1.6% 2316 x $2.32 - $2.37 x 48 SPRD/LEG/FLR Detail (Premium=$10.3m) Delta=53% (2.31m/$44.8m) Gamma=0.059 (260k/$5.03m) Theta=-0.030 (-$129k) Vega=0.027 ($116k) VIX=19.38 Fwd >>22724 VIX Apr25 16th 19.5 Puts $2.57 (CboeTheo=2.59) BID CBOE 13:09:49.826 IV=94.2% +1.4 +1.5% 1000 x $2.56 - $2.60 x 4812 SPRD/LEG/FLR OPENING Detail (Premium=$5.84m) Delta=-44% (998k/$19.3m) Gamma=0.062 (140k/$2.72m) Theta=-0.028 (-$63k) Vega=0.026 ($60k) VIX=19.38 Fwd There’s 3 of these where a trader sold puts and bought calls. This is the biggest though.
Ask yourself about his last presidency, he got elected with a booming economy (yes, from Obama), the economy collapsed due to a large part because of the pandemic, now he is inheriting a stock market at record highs and stabilizing economy and low unemployment (thanks Joe). We live in a cyclical world, I only see a recession coming probably in year 2 of this presidency for which he will blame Biden (but the debt burden he will be placing on the country due to tax breaks to the high net worth individuals and corporations (15% tax rate) will disproportionately hurt lower income earners - driving inflation then recession. Why two years, our system of government allows for 90-180 day comment period on new regulations (except tariffs) followed by reviews (~90 days), then implementation. Add in cost of things he can do by executive action - I see our deficient ballooning. Remember he is already responsible for 25% of our total deficient and has run numerous businesses into the ground. Now I am hunting for opportunities to make some cash in the interim, focusing on established companies with significant assets - HON, INTC, FLR, BRK, ZTS and others. I hope I am wrong for our future generations.
Ask yourself about his last presidency, he got elected with a booming economy (yes, from Obama), the economy collapsed due to a large part because of the pandemic, now he is inheriting a stock market at record highs and stabilizing economy and low unemployment (thanks Joe). We live in a cyclical world, I only see a recession coming probably in year 2 of this presidency for which he will blame Biden (but the debt burden he will be placing on the country due to tax breaks to the high net worth individuals and corporations (15% tax rate) will disproportionately hurt lower income earners - driving inflation then recession). Why two years, our system of government allows for 90-180 day comment period on new regulations (except tariffs) followed by reviews (~90 days), then implementation. Add in cost of things he can do by executive action - I see our deficient ballooning. Remember he is already responsible for 25% of our total deficient and has run numerous businesses into the ground. Now I am hunting for opportunities to make some cash in the interim, focusing on established companies with significant assets - HON, INTC, FLR, BRK, ZTS and others. I hope I am wrong for our future generations.
wonder if FLR selling their SMR stake is priced-in. They sold near ATH too.
FLR, utilities, etc. anyone who builds power plants or runs/operates power plants will benefit.
Man what an absolute demolition on infrastructure stocks like FLR, STRL, and PWR. Thoughts on entering here?
My unsolicited opinion: Nuclear: Hell yes. The buildout has already begun and is absolutely going to play an undeniable role in our technological future. (OKLO, SMR, CCJ, FLR, RYCEY, etc) Space: Is there money to be made by going to Mars? Quantum: Insanely cool. Insanely early. EVs: Definitely, but the biggest opportunity is in China (BYDDY, GELFY, XPEV). AVs: see above AR/VR: 🤷🏻♂️ Drones: Definitely Crypto: Definitely
Theres already 200 stable coins Songbird went nowhere FLR went nowhere No one is using the XRP mainnet, and XRP still hasnt even cracked its 2018 ath. People are just excited cause they been underwater for 7 years & its finally moving
It has very high volatility on earnings, which wasn't priced in. Could've gotten 2.5x on my strangle when it fell 13% in the early morning, but I forgot about FLR while doing another trade.
Anyone in FLR (Fluor)? They’re an engineering/construction play. They sold off on earnings but have record backlog on the books right now
And on a related industry, the construction of these SMR will be regulated and specialized, with FLR being a leader.
From chatgpt Thorium salt reactors, more specifically known as liquid fluoride thorium reactors (LFTRs), are a type of nuclear reactor that uses thorium as a fuel instead of uranium or plutonium. The reactor works by dissolving thorium into a molten salt mixture, which serves both as fuel and coolant. This technology has potential advantages over traditional nuclear reactors, including: Inherent safety features: LFTRs operate at atmospheric pressure and can shut down safely without external power. Efficiency: Thorium fuel is more abundant than uranium and produces less nuclear waste. Proliferation resistance: Thorium-based reactors are less suitable for creating weapons-grade materials. However, thorium reactors are still in the experimental stage and have not yet reached widespread commercial development. As for US publicly traded companies involved in thorium salt reactors, the technology is still in its early stages, and no major companies are solely dedicated to LFTRs. However, some companies involved in nuclear technology and research may have an interest in or be exploring thorium reactor technology: 1. Fluor Corporation (FLR): Fluor is a large engineering and construction company that works in various energy sectors, including nuclear. They have been involved in advanced nuclear technologies. 2. Westinghouse Electric (a subsidiary of Brookfield Business Partners - BBUC): Westinghouse is a well-known player in the nuclear power industry and could be positioned to take part in thorium reactor technology as the industry develops. 3. Lightbridge Corporation (LTBR): While primarily focused on advanced nuclear fuel designs, Lightbridge has been researching and advocating for advanced reactor technologies, including thorium-based systems. Though not currently large sectors in the stock market, thorium and advanced reactor development may become more prominent as the demand for clean energy increases.
URA, SMR, FLR. NNE is BS but if you're looking for a ride... :D
FLR and possibly PCG (if California gets off it's ass and cancels it's decommissioning of Diablo Canyon)
FLR is one of the handful of publicly traded ones. Most are private.
Good question. Here’s what it says: If the Russian economy collapses, it could strain Russia’s ability to continue the war in Ukraine, potentially hastening an end to the conflict. The subsequent rebuilding of Ukraine would offer significant opportunities for American businesses across various sectors. **Companies Likely to Benefit:** - **Construction and Engineering Firms:** Companies like **Caterpillar Inc. (CAT)** and **Deere & Company (DE)** could see increased demand for construction machinery and equipment. **Fluor Corporation (FLR)** and **Jacobs Solutions Inc. (J)** might secure contracts for large-scale engineering and infrastructure projects. - **Infrastructure and Materials Suppliers:** **Nucor Corporation (NUE)** and **Vulcan Materials Company (VMC)** could benefit from supplying steel and aggregates needed for rebuilding roads, bridges, and buildings. - **Energy Companies:** Firms specializing in energy infrastructure and renewables, such as **NextEra Energy, Inc. (NEE)** and **General Electric Company (GE)**, might participate in overhauling Ukraine’s energy systems. - **Technology Providers:** **Cisco Systems, Inc. (CSCO)** and **Microsoft Corporation (MSFT)** could be involved in restoring and upgrading Ukraine’s telecommunications and digital infrastructure. **Commodities Likely to Benefit:** - **Steel and Copper:** The reconstruction efforts would increase demand for steel and copper, benefiting companies involved in mining and production of these metals. - **Cement and Lumber:** Suppliers of cement and lumber would likely see heightened demand as rebuilding efforts commence. These companies and commodities stand to gain from contracts and increased demand associated with rebuilding Ukraine’s infrastructure, energy grids, and urban developments, presenting potential growth opportunities for investors.
FLR is perhaps the most plugged in company that no one's ever heard of. It's technically a holding company with lots of subsidiary companies that handle a lot of construction projects. Yes, it's exposed to hurricanes, but in terms of rebuilding infrastructure it's a prime player. https://en.m.wikipedia.org/wiki/Fluor_Corporation
How does FLR make their money? Do they make more, if there is more damage?
I'm in on CCO.TO & FLR for the same reasons. Cameco has one of, if the largest, uranium mines in the world. Fluor is the majority owner of Nuscale; the only SMR startup with design approval from the US Nuclear Regulatory Commission.
I've been researching this company for the past 2 weeks to see what the hell is going on. So here's some extra DD from actually reading their fillings...AMA. SMR is owned by Fluor ($FLR) The company has no debt, instead financed by selling equity - ATM agreement to sell $150M worth of shares at any time at-the-market prices. (~8.5M sold in Q1 '24) With 9.7M more available to sell at a max price of $9.92 per share. - The company has a bunch of public/private warrants (18.4M) with an exercise price of $11.50. The company has an SDA for a particular SMR design, but this isn't expected to pass technical review until July 2025 at the earliest. The company has no binding contracts, and only describes being in the "taking stage" with potential customers. As far as I can see the company is kept alive by massive share dilution. The run up recently I think has been a bit of a short squeeze after a short-seller released a report on Nuscale in Oct 2023 and the company having up to 30% short interest. (https://iceberg-research.com/2023/10/19/nuscale-power-smr-a-fake-customer-and-a-major-contract-in-peril-cast-doubt-on-nuscales-viability/) Whether or not the company can commercialise SMRs is entirely up in the air. I have long positions in Cameco, Yellow Cake plc. and Uranium Energy Corp (CCJ, LSE:YCA, and UEC).
FLR owns a part SMR and does EPC work. I think that will be the safe bet.
SMR Small modular nuclear reactors are the future and this company is well on their way to commercialization. Majority owned by FLR who are well known in the industry and have deep pockets.
FLR when it gets back down
Download coinbase invest in $FLR flare network
FLR , civil engineering firm with government contracts, subsidiary in SMR technology. Multinational. Land sea mine experts.
FLR Construction company that has exclusive rights to build NuScales advanced small modular nuclear reactor. They're also big in LNG, mining and infrastructure.
$FLR crushed earnings, jumped 20% but has pulled back a bit. Might be worth looking at as a longer term hold
FLR has a lot of stuff going on with decarbonization and nuclear. BAER is an aerial firefighting company. Anything interesting coming up in your search that you’d recommend?
I have owned Fluor Corp $FLR as a reshoring play. Its a construction company winning new projects from semiconductor companies (eg fab plants in the USA), energy companies (eg clean energy transition), government (eg highways and other infrastructure). The backlog of projects is rising. They have legacy contracts that are hurting financials (basically old obligations) but the new business they are winning is being structured such that the company stays profitable. Valuation deep discount to leaders like Jacobs Engineering.
> Yup. I remember it having some large industrial holders that were not likely to sell. That's correct. Unless something changed since the last time I looked, FLR owns something like 70% of SMR.
FLR: seems neutral to AI 0JOI: market might think it's ai related, old school customers might increase ai demand, competitors irrelevant. Overall neutral Same for WSP (side note, this and all my comments are taking the 1-2 year perspective. I think over the 2+ year timeline things start to get weirder, but I'll hold my judgement on that until we're closer to that time)
Dam, 100k gone. Im 3 mins , and a lot of people would have gone crazy losing 100k in 3 mins. We all learn from our mistakes. We aren't perfect humans, but good luck to you. Hopefully, that lost didnt effect living lifestyle. I try my best to put extra money from every paycheck I get from work to cryptocurrency. A lot of people don't like cryptocurrency because 1# they may had try it and invested on the wrong crypto #2 they being hearing bad rumors about it or #3 they are too busy on their life that they haven't heard about cryptocurrency. When you're going to invest on something, always make sure they do research and read the watepaper from the project or company they are going to invest. If your new to cryptocurrency my recommendation are XRP,XDC,XLM,FLR,TRX,CSCXRPL those are my recommendations but remember if your trying to make money really fast and be Rich then please don't invest in cryptocurrency you may be luck If you invest in a random.and it makes you money fast but that never lasts for so long. So just be careful on what you invest
NuScale power group ($SMR) could be a good nuclear buy. They Specialize in small modular reactors, mostly for off grid applications using fission not fusion. As far as i know theyre the industry leader in their field and will surely adopt fusion tech if its ever widely available. From what I understand there aren’t too many public companies focused on fusion (for the simple reason that its still far from profitable, despite recent breakthroughs). Most fusion technology is being researched by government organizations and private companies. For now, your best bet is probably investing in the companies that will one day build fusion reactors like Fluor Corp. ($FLR) or utility companies that will utilize them.
I think we should all start pumping FLR. It’s at .03-.04 atm and the ath is like 2.40. It just dropped because everyone sold the airdrop, we could pump it up past 50x!
That makes more sense. Credit spreads aren’t my strong suit but you might actually want to avoid ITM credit spreads due to assignment risk. The technical setup llook much better to me on FLR, where SMR is relatively low float, low vol, low open interest for your spread, and will face resistance at its SMAs above. Resistance at 10.50 if breeched and held could be a positive sign. Nuclear is interesting as it waxes and wanes, but there are some negatives to keep in mind; oversupply of energy post Ukraine, recession and less draw from industry, ever stagnating litigation. It sounds like you are familiar with the industry however and sometimes that serves as an edge. Best of luck
Thanks for your response. If nuclear kicks off SMR will blow up like a balloon, but it will be slow to start. Bought credit spread ($15 and $17.5 strikes) for about $2 credit. 2/0.5 = 4 upside for 1 downside. Risk a dollar, potentially make 4. I’m in for 600 options right now. In answer to the $25 strike, this is FLR, who owns the majority of SMR. If SMR balloons, so will FLR
That’s why I bought and hold PRIM. Electric infrastructure needs major investment to support EV autos. Nukes are the cleanest way to generate this energy (FLR).
I'm up about 12% YTD in my portfolio. I'm highly concentrated in a few stocks, and I focus on turnarounds and restructuring my positions below. $FLR is a construction company that builds LNG terminals, bridges, mines, highways, semiconductor fabs, petro chemical facilities, small modular nuclear reactors (NuScale) and more. They've been doing really well due in part to the high price of commodities. It's the primary driver for my performance (up 35% ytd). $DXC is a IT services company with two businesses. IT infrastructure and custom software they've hit a bump in the road, and I'm down 6% YTD after averaging down. But I think DXC is legitimately undervalued their software buisness is very similar to $EPAM but it does 2x the revenue, while the company as a whole is only valued at $6 billion vs EPAM at $20 billion. They had a very large buyback program, but it was recently paused because they were approached for a potential buy out of the company. Hence, I still feel pretty confident. Even if they buyback doesn't go through, I still see this company as a 10x opportunity. PGNT is a small illiquid micro cap that I own it up about 9%. My position isn't that big compared to FLR and DXC, so it hasn't really moved the needle much. I like it because of its CEO and it's cheap on a pe basis, LOL.
It's a shame you're getting downvoted since you provided a list of quality projects. I think it's the hive of Reddit that barely knows anything other than BTC, ETH or Doge so they assume anything else is shit or a scam. I don't necessarily think all of the ones you mentioned will have long-term growth/adoption potential, but some will for reasons you've mentioned: better technology than BTC or ETH. Are they going to reach insane valuations like BTC? Likely not, but they aren't built without utility (like BTC). I think another aspect of crypto assets and technology is that most that are unfamiliar just assume anyone involved in crypto is a douche bro following other douche bros and their douche bro videos. There is an element to that (I personally do not follow or bother watching any of the crypto YouTube media as it's embarrassing and light, at best, with constructive content). However it's the ones who aren't making noise, the financial institutions and developers working behind the scenes on the Blockchain technology that give utility to the projects you listed. (For the record I hold a bit of those you've mentioned, except for HBAR. And very intrigued with the impending launch of FLR which is ambitious.)
Been holding FLR since 2020 and been very happy. Buying DXC.
# Tickers of Interest - TL;DR **Gamma Max Cross** * [AMGN](https://options.hardyrekshin.com/#AMGN) 12/16 265P for $6.45 or less * [PSX](https://options.hardyrekshin.com/#PSX) 12/16 100P for $3.60 or less * [STNG](https://options.hardyrekshin.com/#STNG) 12/16 49P for $2.85 or less * [DD](https://options.hardyrekshin.com/#DD) 12/16 60P for $1.95 or less * [FLR](https://options.hardyrekshin.com/#FLR) 12/16 27.5P for $0.90 or less **Delta Neutral Cross** * [MS](https://options.hardyrekshin.com/#MS) 12/16 82.5P for $2.25 or less * [NU](https://options.hardyrekshin.com/#NU) 12/16 4.5P for $0.25 or less * [XLP](https://options.hardyrekshin.com/#NEE) 12/16 71P for $1.30 or less * [TGT](https://options.hardyrekshin.com/#TGT) 12/16 155P for $5.95 or less * [HD](https://options.hardyrekshin.com/#HD) 12/16 285P for $8.75 or less # Trading Thesis - Why These Crayons Taste Better Technical analysis and indicator based trading tend to use past price performance in order to predict important price levels today. This analysis is based on the current option open interest. With that option open interest, it calculates portfolio-level greeks--notably Delta and Gamma. More importantly, once the portfolio level greeks are established, I can now simulate the change in greeks at different price points. From there, I can find the price levels where portfolio-level gamma is the highest, and the portfolio-level delta is close to 0. For some tickers, the underlying price reacts strongly off of delta neutral, gamma max, and sometimes both. It's the reaction off of these price levels in the past that is being used to drive trading signals. The plays and target entry prices given are calculated using a binomial option pricing model that reflect the expected size and duration of the reaction from gamma max or delta neutral. A lot of these plays are profitable by underlying moves in stock. The best plays benefit from the directional move as well as the increase in IV. # Notes - Something to give you a new wrinkle * If the price has moved past the entry price, exercise caution. Something changed between the time these plays were generated and market open. * Look to sell half your position on a double, and freeroll the rest to exit at your discretion. * I tend to risk up to 1% of my total capital on any trades I take. If my conviction is lower, I'll only allocate 0.5% or even 0.25% of my capital to the trade, and dollar cost average in. * The trades were calculated before market open, and so are based on information up to yesterday. Keep that in mind when deciding to enter well after the fact. # FAQ - Because others have already asked. * These plays are mostly puts. Are you a gay bear? * No. It so happens that the companies have had some recent run-up which implies they are overextended. These trades are primarily some form of mean-reversion either toward or away from an important price level. * Are you entering all these plays? * No. There have been a dearth of plays in the WSB morning talks, and so I opened up my bag of tools slightly wider to point out more plays with a probable edge to help lead apes to more gain porn. Go through this curated list of plays, pick the ones you like based on whatever additional analysis you use, and get that gain porn. * You mentioned a new play on the same ticker in the past. What does that mean? * The new play should replace the old play. The old play is likely now invalid and if you haven't entered in, don't chase the price. Remember that a new day's worth of data has been produced and the newer play reflects that data, the older play does not. * Where are the crayons? I only see words. * Click the links above. * Have you back-tested this? * Yes. Results show a moderate Sharpe Ratio (1.7), with an expected win rate of 63% of trades (7% margin of error) * What is the historical performance? * The realized Sharpe Ratio is 1.85 with a 67% win rate. Based on the trade performance so far, there is a 95% chance the expected win rate will be between 49% and 72%. (Stats as of 2022-10-28)
Should have bought calls on ECL/FLR/XYL
Construction company Fluor (FLR) owns 57% of NuScale Power (SMR). Interestingly enough FLR only has a slightly higher market cap than SMR despite being the largest publicly traded construction & engineering company in the United States with revenues in excess of $10 billion a year. During the Q2 earnings call Fluor CFO Joe Brennan had this to say about their investment in SMR: >*Finally, after the successful listing of NuScale shares last May, we have been asked about our ownership strategy for NuScale, one of Florida's largest assets.* ***Since the beginning of 2021, we have been clear that our intention long term is to own approximately 20% to 25% of NuScale****. Currently, we are under a dispatch related lockup period that started in early May. As such, we feel that is premature to provide additional detail on our plans at this time. Any plans for our investment in NuScale would be considered with all other sources of cash, including cash from operations, and proceeds from Stork and AMECO. In total these sources provide the financial flexibility we need to invest in our people, maintain our solid capital structure and unlock value for our shareholders.* I think it is clear that Fluor will be looking to reduce their stake in SMR once lock-ups expire, the question is how long will they wait and how much will they look to sell. Lock-ups for Fluor expire 180 days after the closing of the business combination on May 2nd which would mean Monday the 31st October is the earliest they can sell. Spring Valley (the sponsor) has a 12 month lockup on their founder shares although after 150 days, the lockup expires if the share price trades above $12 for 20 out of 30 trading days. I'd expect some selling pressure towards the end of the year and into early 2023, especially if SMR heads into November still trading >$12.
u/Sad_Molasses_6753 u/hardyrekshin mic wouldn't connect, So on the Hurricane play. There is Invest 98L(future Hermine) in the SE Caribbean models have been very consistent the last few days on pulling this through Cuba/Yucatan Pen. into the Gulf of Mexico and strengthening it into a potential Major Hurricane hinting at a landfall between Louisiana to Tampa FL. The set up is interesting because of a trough of Low pressure sitting over the E coast potential for a flood event Central/FL even Southern GA south of Savannah. Plays I'm watching would be GNRC. ACM/FLR(rebuilding) in the event it is a strong hurricane. PG potential for prep batteries and ECL/XYL- water treatment in event of a major flood event to the South. No particular strike but ATM or near the money 10/21's would play well imo. Estimated Landfall to the CONUS would be between 9/29-Oct 1st. Also Insurance companies which Hardy touched on a while back....-Thanks guys
For Nuclear $UEC (Uranium mining) seems like the way to go most of the world's Uranium comes frome Kazakhstan but is mined by a Russian company. There is already a minor uranium shortage and if Russia wants to make the pain worse they'll interfere with the uranium supply. Under such a senerio UEC will probably be able to profitably restart production at their mines. $SMR has 2 nuclear projects in FEED right now. The U.S department of energy gave their first customer $1 Billiom to build a small modular reactor. Supposedly the plants come online by 2030. Obiously still quite a ways away but I do think that their Romanian plant will probably get accelerated depending on how long the situation in Europe lasts. Then there's $FLR which I have a large position in. They do engineering, procurment, construction and project managment. It should be solid if you think more LNG production. Needs to be built/accelerated Fluor notably is building the only LNG export terminal on Canada's west coast. Royal Dutch Shell will probably go with the option to expand the facility given where prices are and since Fluor already has the equipment and workforce in place they seem like a shoe in to win the project. Theres also the mozambique LNG project Fluor won. Exxon canceled it due to terrorism but I expect it should restart and hopefully FLR will win the rebid too. Other than that $FLR does EPC in Oil, Gas, hydrogen, chemicals, mining, infrastructure and more. They also own 50% of $SMR and have first right of refusal on all $SMR EPC projects. Seems like good stuff considering the Russians are big players in many of these.
Rate my picks: WBD X FLR MT CAT
Compare it with FLR. I am not an expert in this sector, but yeah, check out FLR's ratios
Still up 17% YTD basically only because of FLR. Still love the stocks that I own tho.
FLR finished up 3% on an earnings miss and no news. Sort of sums it up
[NuScale finished its spinoff from FLR and its SPAC merger yesterday](https://www.businesswire.com/news/home/20220502005796/en/). The SPAC ticker SVAC (Spring Valley Acquisition Corp) is retired; the new ticker is SMR, which describes the product, a small modular reactor to create nuclear power. Market cap is $1.9B and they got about $380M in financing from the transaction. Ticker is optionable. Lot of y'all were asking me about it in a thread about energy investments so there ya go. Interesting how quiet it was, the press release barely got picked up. I only noticed because I didn't remember buying any ticker SMR and yet it was in my account.
FLR, SV, and SVSVW will all moon. Jim Cramer just came out and said dont buy FLR under any circumstances bullish.
What do you guys think about FLR? Nuclear SMR builder $29.02 at typing. Up 36% on the month.
UUUU Energy fuels. I believe in nuclear as the future. SV Spring Valley. Blank check company partnering with an oregon SMR that has cleared a lot of regulatory hurdles. FLR Fluor. Contracted with said SMR team to actually build the reactors. Admittedly it is not the bull of their business by any means but I’m all for the cause and believe the cause to be profitable.
Lets all hope that is the case, for a multitude of reasons. If there is one thing the US is good at (in concept at least), its nation building. Ive been looking to companies like Fluor - $FLR due to their contracts in Iraq. Lots of infrastructure work
FLR for microscale, DNN for duh mines. Off we go.
The play here is FLR their subsidiary NuScale power has the only approved Small Modular Nuclear reactor and has inked three deals so far.
> Didn't know I could invest in literal world ending rockets! $NOC, $LDOS, $BAH, and some private companies own the consortium that administers Y12 and Pantex. $FLR, $HII and $HON control the LLCs that form the partnership that administers Savannah River site. $HON is the parent company that administers the Kansas City NSC and Sandia. $BW, $ACM, the University of California, and some private companies administer Lawrence Livermore. You'd have to get into bonds to invest in Los Alamos because Triad is run by Batelle (private), the University of Texas, and the University of California. So, $NOC, $LDOS, $BAH, $FLR, $HII, $HON, $BW, and $ACM. *The more you know!*
Definitely time for me to step on a bull trap. FLR here I come
So would your buy FLR or SV
I have been in FLR since I learned about NuScale, which they recently announced they would spin off via SPAC. The SPAC's ticker currently is SV and it is an empty SPAC as the transaction has not occurred yet. NuScale is a small, modular nuclear reactor built with modern technology and can fit in a small warehouse or the ground floor of any building. They don't melt down, are designed to be unattractive targets for terrorists, and you can pick them up with a forklift and haul them away on a semitruck if you don't want them anymore. Do your own DD
I think FLR does some of that shit
Going all in on Uranium. CCJ, DNN, FLR. Did put some into TCRT for other darker related reasons. Whether or not Russia takes Ukraine or not, sanctions will remain in place. Germany and other European countries are going to have to come up with a better energy source and get as little from Russia as possible. Hello Nuclear energy.
Caught my triple on FLR, even though it turned out there was no meaningful infrastructure bill for its main lines of work. Cashed out last week when I learned that they're spinning off NuScale via a SPAC called SV. Hasn't happened yet. Might be worth a look - if NuScale can get over the NIMBY thing, they potentially are in line to be bigger than FLR ever was.
Calls on $FLR while we’re at it
FLR ay 21.04 when i posted...........FEB 1 morning @ 21.75. woody
So I’ve followed a few of these massive sweeps in the past and I’ve noticed some have panned out for pretty big gains like $FLR a while back. Someone swept a bunch of $25 leap calls and I followed that one in and 100%’d my gain. I keep an ear out for massive leap buys. I have noticed that a lot of the shorter term massive buys tend to expire worthless. IMO there is t a way to tell a big buyers intentions. They could be selling covered calls for a massive premium or they may know something we don’t. No way to really tell. Sometimes you’ll see tons of puts come through but it could be because they think they’ll collect the premium, pick up the shares at a discount or they think the bottom may fall out. I’ve followed a lot of these massive sweeps and the end result is a mixed bag. When you see them come through I’d take notice and look at the charts but don’t go fomoing into the trades without research. Again Ive seen more success with Leaps than any of the others. This is just my experience, hope it helps.
It’s a stock pickers market. If you dig correctly you can align yourself with the industries needed to dig ourselves into the next industrial economy. I’ll give a few freebies but ppl should dig for the reasoning . XRX, UEC, UUUU, E, FLR AMSC. At the current prices and yields with DRIPs . These are the touches of a winning portfolio that you could set and forget without much risk of downside . And all have 10x upside min. (ET 4x) . If you’re index investing you’re right … keep in mind the index isn’t always comprised of the same equities through time . So the entire paradigm differs. Those drawdowns in an index are when the darlings of that cycle disappear , get reweighted ( the drop ) and then the ones above rise in market cap and bring up the index . So there is a lot to take into account when asking the question above . So yes you’re right if all u buy is the SPY or FAANG. I just tossed u a retirement folio. It’s a market for those paying attention rn
Some additional ideas in the nuclear space that would benefit but not leveraged to the commodity itself: BWXT, RYCEY, FLR. All involved in small modular reactors in some way.
USA building new Molten salt reactors. BWXT and FLR are teaming up to build government contracted uranium operations
FLR is still riding high 👍🏼👍🏼, solid long term
If FLR goes up to $26 I’ll post a picture of my poop in the toilet
I don’t know if I’d say ‘safe’ but I would say a good bet. I see a lot of big civil construction taking place coming out of the pandemic. I think there is a perception that there is still quite a lot of risk related to cost of and procuring materials due to the never ending supply chain issues. For me these companies are a buy. AECOM is doing the new JFK, a $9B project. Also add FLUOR (FLR) to that group
Lol. They’re roasting you saying your five years too late when FLR peaked near $100. 🤦🏼♂️
$FLR Just won a 2B a year contract to manage the Pantex and Oak Ridge NNSA sites. You want Nuclear? I would invest there
>\*Fluor-Backed NuScale Power Signs Agreement to Accelerate Small Modular Reactor Commercialization $FLR ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2021-12-14 ^06:58:53 ^EST-0500
Jan 2023 FLR 23, 25, 30 and 50 calls ratio 25/40/20/15 infrastructure bill passing + management reform + improvement of lines of credit means secular bearish cycle on this stock may be over. Also end of secular bearish cycle on Uranium in general which FLR has some exposure to since they usually get the construction contracts for nuclear plants and enrichment facilities.
NuScale (a divison of FLR) for the generation, EVGO for the distribution. For an example of an orderly winding down of an entire American industry while making sure no one loses money, check out MO. But don't invest in it.
FLR MINI RUN UP up 60% so far on calls
FLR mooning this morning once again ! Gained 13% on friday and up 3.5% pre-market Thanks papa Biden for the trillions in infrastructures !!! Jacked! Jacked to the TITS !!! ​ 🚀🚀🚀 Calls are printing money 🚀🚀🚀
Maybe companies that have been designing and building infrastructure for decades? FLR and ACM come to mind.