Reddit Posts
Sunset on the solar bubble - ENPH FSLR puts
Newmont posts Q1 earnings beat but revenues hit by lower volumes (NYSE:NEM)
Newmont expected to post a fall in earnings per share and revenue for Q1 (NYSE:NEM)
2023-04-06 Wrinkle Brain Plays - In the style of Buzz Lightyear
2023-03-28 Wrinkle Brain Plays - In the style of Edgar Allen Poe
Newmont plunges after $17B bid for Newcrest Mining by analysts positive (NYSE:NEM)
2022-12-02 Wrinkle-brain Plays (Mathematically derived options plays)
2022-11-22 Wrinkle-brain Plays (Mathematically derived options plays)
2022-11-21 Wrinkle-brain Plays (Mathematically derived options plays)
Someone’s comment about ENPH on SeekingAlpha
2022-10-06 Better Tasting Crayons (Mathematically derived options plays)
How to Fight Russia with Gold and Oil
Some of you gards have been DM'ing me asking for an update and offering to send me rope so here, still in the hole but crawling back slowly on all fours.
Benchmark Metals (OTCQB:$BNCHF) Announces Board Refreshment and Enhanced Governance Framework
$BNCH Benchmark Metals Announces Board Refreshment and Enhanced Governance Framework
Senior Gold Producers Report (NYSE: NEM and GOLD / TSX: NGT and ABX) - Gold Stocks Likely to Outperform Gold in a Rally.
Senior Gold Producers report (NYSE: NEM and GOLD / TSX: NGT and ABX) - Gold Stocks Likely to Outperform Gold in a Rally.
Quick Gamma analysis of $SPY
Solar stocks are struggling, but analysts are saying relief may come by the end of the year
What's the best way to diversify your portfolio?
Mining companies and engaging with communities and environmental advocacies
Looking into some junior mining stocks
Companies are capitalizing on the ongoing gold trend
[GOLD THREAD] Inflation Gooroos and Fiat Permabears Set Me Straight. What Gold Stocks Are Currently Tickling Your Fancy?
[GOLD THREAD] Inflation Gooroos, YOLO Apes, and Fiat Permabears Set Me Straight. What Gold Stocks Are Currently Tickling Your Fancy?
NEWMONT - Is this a good long term buy? (Versus Barrick)
High inflation? higher interest rates? what is your play? I picked $TRQ
Barrick Gold ($GOLD) lagging competitors YTD. Short term opportunity?
Barrick Gold ($GOLD) lagging competitors YTD. Short term opportunity?
Barrick Gold ($GOLD) lagging competitors YTD. Short term opportunity?
High inflation? higher interest rates? what is your commodity play? I picked $TRQ
Looking into copper and gold stocks that have potential
Y’all should go check out material stocks. Because of the inflation it’s been going up since last month. For example NEM
DD - The Case to Buy Gold (XAU, $GOLD, $NEM)
DD - The Case to Buy Gold (XAU, $GOLD, $NEM)
KGC - Kinross Gold Corp - seems highly undervalued
Mentions
Brooooo my calls are down over 70% idk wtf is going on with NEM I’m just riding it 0 at this point. Earnings great and the shit thanks I will never understand
NEM 
Confident that I think it’ll move, yes, by as much as NEM did, no. Watching and waiting. Apparently some big money got put into HL puts, yahoo had an article about some big fish getting into positions before earnings
you feel as confident with Hecla as NEM?
Can I get a +5% on NEM today please. Just this once can get a win lol
You guys are prob gonna see a guy post some insane NEM profits. We got to see him in the weekly play before it worked for him yesterday. 100k down to 35k last i saw he was over 200k profit yesterday
NEM yolo it. Tomorrow will decide if I'm done trading or not.
Nice call on NEM. Didn't see your post. OI mostly you for 5c 5/10 lol.
Guy that called the NEM earnings yolo, 20x baggers. Kicking myself in the nuts so hard for not dropping 100 bucks on it
https://preview.redd.it/9jggewbbynwc1.png?width=1406&format=png&auto=webp&s=26425aa0b6a0fd8a9da256841a7e7e328844adb7 $NEM yolo update 2
My NEM 40$ 4/26 calls that I bought for 22 cents are PRINTING
https://preview.redd.it/b0n0sixbfnwc1.png?width=1404&format=png&auto=webp&s=d87c02c691fa4cea6349f3a7c226175a9728f3dc $NEM yolo update 2
https://preview.redd.it/1eyqc50z1nwc1.png?width=908&format=png&auto=webp&s=c638cd107e2091c94f68ecafaf99709d33c7a15f $NEM yolo update
Anyone else making these sweet NEM gains with me this morning?
2 years ago when gold was 2000 NEM was 80. Gold is now 2300 and NEM is 41.
What is the stock? I can’t see anything under NEM
https://preview.redd.it/gqpav6ww4jwc1.png?width=1170&format=png&auto=webp&s=4528b1bc7bb559fae295504d0f44a4bf7812f24d One day the mining sector will get the love it deserves. For now it’s full of boomers holding since 1995. When this sector rips, it will fuckin rip imo. The most concerning thing is that the C suite hasn’t bought any NEM…. all they do is sell
I do like NEM… but I sold my calls for a nice profit. I prefer not to play earning with options. US dollar strength is a big headwind… keeping a lid on the price of gold.
$HL and $NEM <- earnings tomorrow, see my discussion post
We are loading up on Hecla Mining Calls, ($HL) massive player in mineral and precious metal mining, pairs with Newmont ($NEM) who’s earnings are tomorrow, HL earnings on May 9 Hop in fellow degens
At OP, I’ve got almost the exact same amount of money in rn too. Loaded up on 07/19 $37.5 NEM calls rn, may the best man win
NEM and GDX are going to rally tomorrow
Should have kept my NEM puts. Oh well, made 35% on them Friday.
https://www.iborrowdesk.com/report/NOVA Fintel matches that but I have tell you that solar is not doing well in the US. Someone mentioned SPWR which is also heavily shorted and I thought awesome company that's been around since the 80s no way it could fail. Look up NEM 3.0. NEM 3.0 will ensure no one gets solar panels in CA or any state that adopts that energy policy. They are shorting these solar companies because they are dying with no chance to rebound.
VOO? Well, SPLG it is for me in that case. I did get some NEM a few weeks back. But we'll see. Thanks
44b PHO, 44b BANH MI, 44b BUN CHA, 44b COM TAM, 44b BUN BO HUE, 44b GOI CUON, 44b BANH XEO, 44b CAO LAU, 44b BUN RIEU, 44b BANH CUON, 44b MIXED BUN, 44b BANH BOT LOC, 44b HU TIEU, 44b CHE, 44b BANH BEO, 44b NEM RAN, 44b BANH CANH, 44b BANH KHOT, 44b BANH TRANG TRON, 44b BANH CHUNG, 44b BANH KHOAI MI NUONG, 44b BANH IT TRAN, 44b BANH TAM BI, 44b CHAO TOM, 44b BANH TOM CO NGU
Han Chinese have always been gold bugs and their obsession with silver was an underlying cause of the Opium Wars. Another huge factor in the current mania is the lack of convertible currency and their structural trade surplus. That said, precious metals are for suckers. If you want a piece of the action, invest and hold RTZ (RIO) or NEM.
Gotta say NEM is second fiddle to AEM, which is best in class.
Miners are very cheap relative to gold and have been for a while. Long term you want the best assets - that’s NEM
https://preview.redd.it/hg23izpfgltc1.jpeg?width=1284&format=pjpg&auto=webp&s=eadfa2c03ed68f145ed467d4f6f7409806c761b4 These are total % change figures on my plays. NEM and GDX are my nearest positions. Tuesday was a great day for PAAS. Bringing my account value to a new high $9656. CPI TOMORROW!
Yo get on NEM easy swing calls for next day open.
Mineral and metals crisis. Buying back into miners today. NEM and GOLD
Getting NEM and GOLD calls. Cheap money
I’m thinking about opening positions on GROY and rolling options in NEM
True. I opted to get in pre-catalyst on a Friday. SunPower is an industry leader. Do your DD but this isn't a company that needs to sell shares to pay for SEC fines, they don't make AI dildos, and they aren't an automaker who already had bankruptcy for failed EV in 2012 who just so happened to be failing and trying to sell another EV. I don't even think a pump is needed. I am cool with just holding the bag on this one. The shorts are just an opportunity to get in low. Worst case scenario, I sell it for quick gain when a catalyst hits and best case I hold until it gets back to $13. I think I will get MAXN as well next week. I think once AB 2619 reverses NEM 3.0, there will be a surge in stock prices from solar companies. And it looks like they are meeting on that topic on 4/17 1:30 PST. (Sorry for the random jargon. I did some DD and learned a law was put in place in April of 2023 in CA that negatively impacted the industry and solar panel owners. I was looking at the numbers and wondered why in the hell would the company that had been industry leader for 40 years suddenly become a loss leader in 2023.) https://fastdemocracy.com/bill-search/ca/2023-2024/bills/CAB00032093/
Buy miners. GOLD and NEM. NEM is going to challenge upper 40-45s as earning looms closer. Calls are relatively cheap and it looks like they’re waiting to pop off soon.
Been green all week. WMT and NEM
I played NEM on earnings. When I read your post I couldn’t think of that ticker but I knew I had done a miner!! Thank you! I did the WPM this morn and it’s doing well!!!
The good news is, the rally isn't over, there will be plenty of more chances to hop on this train. $NEM is likely the best play for options as it's held in the biggest indexes and index ETF. I just think if FNV and WPM get upgraded to a few better indexes.
Idk but there’s some things I’m watching other than rate cuts and Biden win. NEM 3.0 appeal going to California Supreme Court plus another introduced house bill to repeal it. Hopefully a climate filled summer with heat waves and very strong hurricane season to rail some of the deniers.
$NEM and $GOLD are very cheap. The future earnings estimates haven't adjusted to the increased gold & copper commodity prices yet. People forget that copper prices have been increasing as well, and Newmont and Barrick also mine a ton of copper.
\+11% on NEM in less than a month and my basis isn't even that great.
"Wrong one" is debatable. Sure, you could have bought SCCO and been up 40% in 6 months, but you could have also bought NEM which has been red for 5 years lol
NEM: the biggest gold miner is priced about the same as 5 years ago when gold was $1,300 / oz
In my opinion NEM has as much of an effect on sales as interest rates.
Yes I posted about the power companies here in Ca and NEM 3.0. If you ask any solar company, what their residential sales pipeline looks like in the state, they’ll tell you there is no pipeline. Fence sitters (like myself) all signed contracts prior to April 15 deadline to get grandfathered into NEM 2.0. Until the state or fed intervenes between PGE and consumers, it will be a bad day for solar. Too bad Pelosi, PG&E, Newsom are besties.
I had the same class in personal finance and won with amd. I think it was around 3-4$ when I bought it for the class competition. Mabye NEM, BITO, CRML, CREV
Ok your post is long and confusing but since I am one of the larger primary solar investors I’ll explain the enphase situation. I hold about 6k shares. Enphase revenue has dropped in the solar slowdown, but its increased its margins. Why? Solaredge used to have majority of the world’s marketshare but had horrible service, and dealers hated their products. Their US marketshare tumbled to around 4% in US and Enphase took over. Then enphase moved into the rest of the world and has been monopolizing the market. Even by lowering prices solaredge is unable to compete. Solaredge uses third parties to manufacture many of its products and its batteries are just repacked lg/samsung batteries that it took large orders for at zero margin and come as a loss. Its third party manufacturers on its own equipment had a volume structure element. At high volume they had lower price per unit and made a killing in the boom. When market fell off they were left with a huge backlog of product to unload and the new products its manufacturing are low volume, low margin so with opex its operating on margins of ~1-5% where enphase builds all its products in house is running on close to 60+% margins since it’s not dependent on volume. There is a huge battery boom going on for virtual power plants and because NEM and enphase and Tesla power wall dominate here and make decent margins though not sure how much. Enphase also has about $700b in buybacks left. When solar boom picks back up it’s going to be very different than last boom where it was a solaredge / enphase competition. Solaredge will really be a small market product whereas enphase will be the major monopoly. Think more Apple/htc over Apple/samsung. It will have some smaller competition on the inverter front with power wall3 having integrated inverter but the preference for all is enphase inverters with either enphase or powerwall battery. Anywhere buying now is great since enphase has large battery and commercial presence. Great buying opportunity here.
1 and #2 are mostly the same as they were. The biggest factor you’re missing is customer acquisition costs. They’re very high in the solar industry, usually 2X the cost of panels or more. #3 energy costs- yes it drives value in the alternative. Residential Solar isn’t a need, as it’s a redundant power on a homeowners roof. It’s a want that should save money. #4- NEM 3.0 is California only policy FYI. #5- This is the biggest driver. There’s a lag because companies procure materials for sales after sale but before install. Install timelines can easily be 1 to 2 quarters out. Also, solar financiers secure large tranches of financing. There may have been plenty of money in low interest rate buckets to fill up prior to rates rising. Higher cost of capital lowers the overall proceeds installers get from the system. That’s because they’re competing with electricity rates. Monthly payments to the homeowner must remain competitive/lower with the utility. There’s no elasticity in the price. If the homeowner needs to see a $100 payment and now $30 of that is eaten up by interest rates, then the installer has to lower prices, or not sell the system at all. This reduces the amount of other soft costs that can be baked in, you can’t pay for SG&A when there’s not meat
#1 and #2 are mostly the same as they were. The biggest factor you’re missing is customer acquisition costs. They’re very high in the solar industry, usually 2X the cost of panels or more. #3 energy costs- yes it drives value in the alternative. Residential Solar isn’t a need, as it’s a redundant power on a homeowners roof. It’s a want that should save money. #4- NEM 3.0 is California only policy FYI. #5- This is the biggest driver. There’s a lag because companies procure materials for sales after sale but before install. Install timelines can easily be 1 to 2 quarters out. Also, solar financiers secure large tranches of financing. There may have been plenty of money in low interest rate buckets to fill up prior to rates rising. Higher cost of capital lowers the overall proceeds installers get from the system. That’s because they’re competing with electricity rates. Monthly payments to the homeowner must remain competitive/lower with the utility. There’s no elasticity in the price. If the homeowner needs to see a $100 payment and now $30 of that is eaten up by interest rates, then the installer has to lower prices, or not sell the system at all. This reduces the amount of other soft costs that can be baked in, you can’t pay for SG&A when there’s not meat.
NEM with their buyback program is solid.
Why NEM not mooning when gold so high?
NEM has nothing to do with uranium. You'd wanna long CCJ and LEU for that.
I’ve been picking up NEM for a week now because I read that the Biden Administration was putting sanctions on Russia uranium
Miners like Newmont (NEM) still trading at multi year lows. Solid opportunity
Probably not bonds quite yet. Interested in commodities though, in particular metals and the equity of miners. NEM has been on a tear the last week
caught the near bottom of NEM last week, and sold two days later. 
What creates this type of inverse correlation? Any analysis or terminology to help us learn a bit more about the sector? I like NEM and am trying to justify the price and buy, but I'm confused about it at the moment.
NEM is green. Calls on IRL buttcorn.
Haha! DCA the wrong things! NEM and PFE has been devastated!😬
I need NEM to drop a little more, need my puts to come thru
Is this u/Green-Corgi3945 's alt account? $W was up for half a fucking second and the calls from yesterday were already down due to theta? If you bought these, you no doubt lost money today. $NOVA puts barely printed and weren't worth the investment to begin with? A 20% drop led to a 50% gain, these are fucking chickie nugget SCRAPS you dumb shit. I'll give you $NEM, those printed, but getting 1/4 right does not a genius make. We all played $RIVN because the risk/reward was far greater than these other calls. Go sit on Daddy E-slong's tiny pp while we market participants actually make this money.
I played all NEM and NOVA puts. That had the most convincing markers for a downtrend. Hopefully NEM continues to shit today.
NEM in SHAMBLES rn tho that's why yall gotta selectively believe these posts
If you regards played the 4 calls yesterday evenly none of you cumdumptruck driving dildos would be upset. W - up 15% at open - dildos and dollars NOVA - Drove your cumtrucks too close to the sun and is burning red - more dildos and dollars NEM - dinosaurs are dead buddy - more dildos and dollars The only loser that all you regards hopped on the train for was Rivian...I don't know what to say other than to eat your spicy dildo sandwiches for fucking with Elon like that. Cmon now regards fight back! 👊
What are we thinking about NEM? Think it continues to beak downward or will it surge back to where it started?
I think you got a chance with NEM
NEM worked out, RIVN not so much 
Will NEM be my first bi curious success as a gay bear? Only market open will tell. Tune in at 8:30 central.
NEM just keeps going up lmao
bought some ETSY 60p for Friday... it's down at 70 now, hope it goes down more lol. NEM still waiting for tomorrow's earnings. SMCI 400p 3/15, not sure anymore, maybe Nvidia will burn my puts..
Jesus Christ, all we have is NEM I guess? This was bad. Lol.
tailing NEM, feels like a lock let’s get rich 😈😈
Bought puts on NEM 100 c 0.03 for $29
Be warned I just bought puts on NOVA and NEM. Record being what it is I just guaranteed the bols take this one.
They do say assumptions are the mother of all fuck ups, I thought you were referring to Stell aka NEM crypto. Thank you good sir
My apologies, i thought ou were referring to NEM, the crypto shit coin.
You missed the important part. Legendary investor Stanley Druckenmiller trimmed his tech exposure and bought GOLD and NEM. “ Follow the Smart Money “
looks like a Druckenmiller effect....same with NEM.
NEM - I'd let it bottom out a bit more first. Gold never goes out of style.
I like ALB, solid company, but headwinds in EV sales and NEM3 may continue to punish the stock unfairly even if they meet or exceed expectations.
NEM. Mining giant with some of the largest gold and copper reserves in the world after the acquisition of Newcrest. Gold is floating near all time highs while NEM sits at 5 year lows. Absurdly cheap right now and paying nearly a 5% dividend
Not only are electric utilities regulated as everyone else has been discussing, they’re also beginning to see disruption from solar plus storage. Every customer who buys solar panels for their home or business is not only buying less electricity from the utility, they’re also shrinking the pool across which to share fixed costs. As solar + storage costs continue to fall, those who can afford to will try to opt out of paying electric utilities for service, which makes them raise rates on remaining customers to compensate, which gives even more customers incentive to flee. Also, over time as we transition to renewables, peak power will still be expensive, but off peak will likely trend towards zero cost due to over-supply. Look at California’s duck curve and resulting NEM 3.0 to see what’s coming. So, the regulatory angle isn’t just a profit cap… utilities will need to adjust their business models to survive, and regulators need to approve those changes before they can be implemented. Utilities are facing higher risks going forward, but without the possibility of higher rewards due to monopoly status.
BUY.....................HL, NEM, PLG, ASM............silver, gold, copper...........the Magnificent 7 will be crucified before the end of the year.
NEM looks super cheap here...........gold play
I'm torn between calls and puts.. Enphase has a significantly better product than SolarEdge (I'm in the Solar industry). So while SEDG is dumping hard, I don't believe ENPH will get hit as badly. SEDG is also based in Israel (war) while ENPH is not. I'm not so much focused on earnings as much as guidance. ENPH is already expected to post a third of the revenue from the last ER, so there is a chance they will beat it. Also, laying off a handful of employees and closing 2 factories could actually have a positive impact on the guidance. SEDG on the other hand, is expecting an absolutely abysmal report which means that they too have a chance to beat and issue better than expected guidance. The bars have been set so low, there is a good possibly these companies beat expectations. Same for NOVA.. Since dealer fees have been plaguing the market, so many sales reps have been pushing NOVA leases where I would expect them to gain traction over traditional Solar lenders. But the industry has taken a hit and CA NEM 3.0 has caused a pretty large exodus of Sales reps toward other states where it is a harder sale because energy is cheaper (such as FL). There has also been a significant number of installers which are facing insolvency or closing their doors. I guess this is why buying options is gambling- could go either way lol
Will be a disaster. Power companies are changing the game for solar. Look at PG&E in CA. The end of NEM 2.0 and implementation of 3.0 for anyone who in contract prior to April 16 2023. Solar became incredibly less attractive to the average homeowner. This coupled with interest rates…yikes.
Imma need -2% at least on QQQ at close to make up for flipping in and out of SQQQ and NEM all day
As a general rule, I believe in the Efficient Market Hypothosis. That said, I believe there are times when specific markets get overbought or oversold. When emotion has become so one-sided that markets become irrational. I think these occurrences are short-lived and markets return to efficient pricing. If you can identify when a market has become inefficient, you can gain an advantage. ​ I screen the market looking for large-cap stocks that are oversold in the short run. I look for stocks where the risk / reward ratio is skewed in my favor. Specifically, I'm looking for stocks that I believe will move solidly up during the next 20+ trading days. Today, Newmont Corp (symbol: NEM ) met my selection criteria. ​ I post on Wall Street Bets just before the market opens. You can find my suggestions (latest and past) by searching for WS\_Wizard on WSB.... ​ Rules of the road: 1) Do your own analysis 2) protect your position with stop loss orders Never1) Do your own analysis 2) protect your position with stop-loss orders our stop loss 4) never speculate with money you can't afford to lose 5) if you speculate, use small amounts (1-5% of your risk capital)stop-loss ​ Trading contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Risk capital is money that can be lost without jeopardizing one's financial security or lifestyle. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results. ​ When you lose money, don't blame me..