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Jourdan Resources a key beneficiary of Sayona Mining’s lithium development (TSXV: JOR, OTCQB: JORF)
💰💰💰Good morning! #premarket #watchlist 10/19 $KTRA -Pauses REM-001 Program to Conserve Funds to Support VAL-083 International Registrational Study, $RDHL -RedHill's Oral Broad-Acting Antiviral, Opaganib, Granted New COVID-19 Treatment Patent, $SOBR -Secures Large Industrial Customer
💰💰💰Good morning! #premarket #watchlist 10/19 $KTRA -Pauses REM-001 Program to Conserve Funds to Support VAL-083 International Registrational Study, $RDHL -RedHill's Oral Broad-Acting Antiviral, Opaganib, Granted New COVID-19 Treatment Patent, $SOBR -Secures Large Industrial Customer
6 high-risk, high-reward stock bets with upside & 5 stock picks for the long-term: ($PINS $CRWD $EQT $UNH $ZS $VAL $OXY $ASND $AMT $BTU) DD
Investing in 1 global index fund vs 1 global + 2 additional funds
KTRA ready to go, what do you think guys!!!
My university research work about Influencers and Financial markets.
$VAL $$VAL.AX probably the only ASX listed company with the most U projects at HOT Zone Athabasca Basin Canada look how undervalued it is now 🤯🤯🤯
Mentions
Watchlist up \~12% in 10 days. Big movers (>10%): [$FTI](https://x.com/search?q=%24FTI&src=cashtag_click) [$SBMO](https://x.com/search?q=%24SBMO&src=cashtag_click) [$BKR](https://x.com/search?q=%24BKR&src=cashtag_click) [$TS](https://x.com/search?q=%24TS&src=cashtag_click) [$RIG](https://x.com/search?q=%24RIG&src=cashtag_click) [$VAL](https://x.com/search?q=%24VAL&src=cashtag_click) [$TDW](https://x.com/search?q=%24TDW&src=cashtag_click) [$NE](https://x.com/search?q=%24NE&src=cashtag_click).
IMO VAL isn't a useful earnings play, look at the chart after the acquisition was announced... RIG on the other hand maybe.
VAL is under acquisition, resulting in the extended price right now. As a result, it's too hard to guess how earnings will play, and likely priced in due to the pending sale.
What do you think of VAL? I agree on LMND
Sold all my VAL for 89% gain (I bought January 2025) and my CROX for break-even (bought between 2023-4). I clearly got the CROX thesis wrong and the growth has remained much worse than I hoped.
What effect would VAL holders getting RIG shares have on the value of RIG in the long term
I remember a year ago there was this dude who purchased a shit ton of $VAL with his Wendy's salary. He must be smiling today if he didn't have paper hands.
Nice small win on VAL after prospective acquisition from RIG. I have shares at $46
Transocean to but valaris (VAL) in all stock deal. VAL up 20% on the news. Looks good for offshore broadly as we're seeing some value get recognized. Did not have this one in the cards.
VAL , Valterra, platinum mines have hardly moved compared to the PT price
There's some really good long form write-ups on Substack if you want to learn about the industry and the players. I'm long NE. They pay a dividend, but I own it in a tax advantaged account so I'm fine with that. Helps if I have to hold a year or two before I see other gains. They recently did an acquisition so there's not much chance of another, which I like. Management is highly regarded, so there's less downside risk, but probably lower upside (though I still think 3-4x is reasonable over the cycle ). VAL is popular, but there's a big risk right now of management making a.stupid acquisition instead of buying back shares. If not, it's probably got more upside than NE. RIG, SOC are so e other popular names. Any good writer will cover a breadth of the names.
Offshore drillers: $RIG, $VAL Uranium miners.
VAL earnings: Financial and Operational Highlights Total operating revenues of $615 million, with revenue efficiency of 96%; Net income of $114 million; Adjusted EBITDA of $201 million; Cash from operating activities of $120 million and Adjusted Free Cash Flow of $63 million; Strong safety performance, including no Lost Time Incidents (LTI) through the first half of 2025; Secured over $1.0 billion of new contract backlog since April's fleet status report, including attractive contract awards for 7th generation drillships VALARIS DS-15, DS-16 and DS-18, increasing total backlog to approximately $4.7 billion; and Agreed to sell jackup VALARIS 247 for cash proceeds of approximately $108 million. Also, rumors continue that VAL might try to make an acquisition, which is why they halted buybacks. It's also why I switched to holding NE recently.
Offshore oil production is where most growth is coming from currently (I own some $VAL)
VAL got two more contracts announced? I'm surprised I'm finally in the green on it.
Not sure why, but offshore drillers are having a fantastic day. NE, VAL, TDW, RIG.
Solid foundation with the S&P 500 For a 20-30 year timeline, I’d build a ‘barbell strategy’ using just three funds from your options: 1. SP 500 INDEX (50%)– Keeps your core large-cap exposure. 2. SP MID CAP IDX CL F (30%)– Mid-caps historically outperform long-term (+9.5% annualized vs. S&P’s 7.5% since 1992). This is your upside engine. 3. MGL SM CAP VAL INST (20%)– Small-cap value is the ultimate recession hedge (outperformed S&P by 18% during 2000-2002 and 2008 downturns*). Why this works: - Growth + Defense Mid-caps chase growth while small-cap value stabilizes volatility. - Automatic Rebalancing Your 401(k) contributions will naturally buy more of the underperforming assets over time (dollar-cost averaging on steroids). Pro tip: Set quarterly reminders to rebalance back to these ratios—it forces you to ‘buy low’ systematically. (Note: Avoid the ‘blue chip growth’ funds—they overlap heavily with your S&P 500 base and charge higher fees.)
Yes. Also they did an acquisition recently so are less likely to do another. VAL is on the perspective list to buy something. That said, in a taxable account I'd go with VAL because it probably has higher price upside.
Rolled my VAL into NE for what its worth. Better management and owning it in my ROTH I don't get hit by taxes on the dividend. Still think either is a great play.
EIA projecting US crude oil production to fall in 2026, the first time since 2021, and ignoring Covid impacts, since 2016 and then 2008. [Wood Mackenzie today is predicting](https://i.imgur.com/JSTMtCJ.png) slight growth, but that the majority of it is going to come from offshore oil production in the Gulf of Mexico. This year, half the growth from offshore, next year, all of it. [Article on offshore](https://www.bloomberg.com/news/articles/2025-06-10/trump-s-energy-dominance-push-helped-by-gulf-oil-output-revival?srnd=phx-industries-energy) from Bloomberg, and [article on EIA prediction](https://www.bloomberg.com/news/articles/2025-06-10/us-sees-oil-output-falling-in-2026-in-blow-to-trump-s-agenda?srnd=homepage-americas) here. We've dropped 50 oil rigs in 2 months. Steel/aluminum tariffs at 50% now. Price stuck in the mid $60s. OPEC bringing back barrels. Recipe for disaster in the shale patch. Have had a starter position in VAL that I'm basically break-even on today. Slightly more bullish on these news.
PHAT. Going back to $18 quick now that the FDA cleared up the exclusivity period. DOW. Going back to $50 this year. VAL. I see $70 in short order.
VAL and SDRL should double within 12 months
ASTS earnings thoughts? Calls way too expensive, I bought shares in 401k. Also bought tons of SDRL shares - look at the action on VAL, NE, and TDW this week post earnings. Calls were pretty cheap too. June 20 $20c were 4.40 when the stock was at 23.95. Won’t be a 10 bagger though
>How serious in relative terms do you think this downturn is going to be? No idea. Oil is so cheap we're seeing production come offline. That's usually a sign that a bottom is near. Personally, I'm in the offshore drillers (VAL, but there's others). Offshore tends to have very low break even prices and the drillers are trading below NAV. There's a lot of good work online about the sector. Harrison Kupperman did a great fund letter about offshore a quarter or two ago. Great reading.
Valaris Limited (NYSE:VAL) ("Valaris" or the "Company") announced today that it has been awarded a five-well contract offshore West Africa for drillship VALARIS DS-15. The contract is expected to commence in the third quarter 2026. The total contract value, based on an estimated duration of 250 days, is approximately $135 million, including upfront payments for rig upgrades and mobilization. The total contract value does not include the provision of additional services. The contract includes priced options for up to five wells with an estimated total duration of 80 to 100 days.
Both NE and VAL reported strong bookings in offshore and increasing revenues. Both are trading at or below 7x earnings. VAL is shredding their share count, NE is paying a 10% dividend. As terrible as oil is doing, offshore is actually holding up well. If there's another run-up in oil (let's be real, probably at least 2026 on that now) these names will explode.
Hate it when Yahoo Finance glitches with the percent gains/losses. It has this bug where if I say am down $115 on a stock, it will show -11.5%. And in this market, that's completely possible. Also LOL at crude oil in the $58. Granted I have some portfolio bets that would very much gain from higher energy prices (VAL, XOM, BTU), but at the same time, this is negatively impacting all the actors that deserve nothing better: OPEC, Russia, MAGA oil bros who vilified Biden, Iran. (Sorry if I've offended any warm water port enjoyers). This is not just because a bad GDP print, btw. [Saudi Arabia said today it's giving up on supply cuts](https://www.reuters.com/business/energy/saudi-arabia-signals-it-can-live-with-lower-oil-prices-sources-say-2025-04-30/). This is 100% a lie, that sid--they need $90 to balance their budget and they are spending like crazy. This is real Art of the Deal negotiations to degrade the economies of other OPEC cheaters + shale.
I read a fair amount on my research for the field. Ended up with VAL, but there's several interesting names. I'm actually rooting for some low oil prices for awhile to take production off line. It just cools the spring further in the rebound. Harrison Kupperman (Kuppy) did some good writing on the subject.
I would love it if you could tell me! Ha! I have VAL and RIG
Added VAL at $30. Energy is oversold.
# **TLDR** --- **Ticker:** MP Materials (MP), UUUU, LAC, ABAT, VAL (and others) **Direction:** Up **Prognosis:** Buy calls on the above tickers, focusing on domestic US mining and refining of critical minerals. This is a long-term play, tied to the current US administration's policies. **Portfolio Value:** ~$500k **Important Note:** This is highly speculative and concentrated in a single sector. DYOR!
# **TLDR** --- **Ticker:** MP Materials (MP), UUUU, LAC, ABAT, VAL (and others) **Direction:** Up **Prognosis:** Long positions in US-based mining, refining, and processing of critical minerals and metals; leverage used. Focus on companies with government contracts, strong institutional backing, and those positioned to benefit from the trade war. **Portfolio Value:** $500,000 (excluding HSA) **Additional Note:** Author anticipates continued government actions to bolster domestic supply chains and views current market sentiment as a misunderstanding of the emerging sector rotation. **Funny Note:** Author's portfolio looks like a shopping list for a post-apocalyptic survival kit.
TDW and other offshore are very cyclical. I've been building a position in VAL. NE another interesting name. There's some really good value write ups on the sector if you browse Substack.
Valaris (VAL) said Monday it has been awarded a two-year contract offshore West Africa for its drillship Valaris DS-10, with a total contract value for the firm term of $352 million. The contract is set to start late in Q2 or in Q3 2026, Valaris said. The contract value doesn't include the provision of additional services, the company said. It also said the contract includes two unpriced options, each with a one-year duration.
>Bought some VAL because offshore drilling is set to have a great 2026. Is it? If global oil demand falls off a cliff due to a major economic downturn, and Saudi continues with their planned output cuts, the price of oil will drop below $60 a barrel which would put tons of US producers out of business.
Bought some VAL because offshore drilling is set to have a great 2026. Bought UFPT because it's reasonably priced. AMTM LEAPs because it's silly cheap after it's spin off.
I’ve been burned on offshore many times so would also echo advice here to tread carefully. If you’re into this sector thematically also look at VAL TDW RIG and some servicing like SLB and HAL
Pracap writes about this regularly (more VAL) but this is included. John Fredriksen has upped his stake in VAL to 9% and I think the Maersk family recently filed close to 20% on Noble. Thesis is market value is trading at a tiny fraction of replacement rates so no new ships. The rates required to stimulate new ship builds would see existing players earn obscene returns for a few years before competition can come online (at levels where divies are greater than the share price). When you have zero supply for a long period of time then any short demand shock for whatever reason will see enormous inflecting. Might take some while so need companies with the balance sheets to allow them to be patient.
Wow, NBIS down 55% off the recent highs. Still moderately interesting at $20, but it's still kinda popular. THRY now below $13.50. I'm really liking the risk reward here. We're getting closer to 1x SaaS revenue plus the remaining cash flow from their print business. Have to redo my math over the weekend. I've been buying VAL, but leaving a lot of room to buy more. The offshore names are too cheap and with insider buying and contract renewal pending I'm happy to just wait. Plus the whole oil is too cheap for the Permian thing. I still think we see a lot of selling in big tech/over owned names as the world pulls back from US markets.
Ok real talk guys. Bears give me your input. I’m very bearish, loaded on long puts and Tslq. What names are you looking to go long on, and when? I’ve dabbled in GOOGL and some offshore oil services (VAL/TDW) obviously most tech is nowhere near buy prices and I’m not interested in 5% dividend stocks. VAL and TDW are my highest conviction longs, 5% total size together. Target is +100% in 3 years or less.
I have something in my 401k Portfolio called "MELLON STABLE VAL M" that I don't seem to be able to do anything with. It isn't much, but it seems to have a value of $1/unit but it never changes and has no growth. It's just a static value of X dollars. I can't seem to trade that value or move that value anywhere. It's just a bunch of money that's just sitting there doing nothing. Any thoughts on what this is or how to manipulate it so that it's more useful?
Looks like the VAL earnings report might be the spark under offshore....TDW also up pre market.
> The mods removed it for "no spam or self promotion" for some reason, oh well, guess I'll just keep my thoughts to myself. It was the Twitter link. Preliminary thoughts: Based on the neural net data I've been perusing over the summer, I believe Permian shale production is going to roll over in 2025/2026. The massive increase in tight oil in the last decade has primarily come from drilling the most productive wells in Tier 1 regions - "high-grading" in industry parlance - and frontloading the gains. If my thesis is correct and high-grading was the driving force, we should see the Permian decline in a similar way to Eagle Ford and Bakken between now and 2030. Considering 90% of all non-OPEC production growth since 2015 has come solely from this region, it will reverse the dearth of capex in the oil & gas industry. "Capital discipline" and offshore investment are antithetical - no company will invest billions into a drilling rig that takes decades to pay off unless they believe oil prices will have a higher floor than current prices. We've seen the majors rely on M&A and partnerships in foreign countries instead of dedicating their own capital to projects. If the specter of tight supply gains a foothold in futures, offshoring becomes economically feasible again. On a company-by-company basis, VAL and RIG are dead in the water (pun intended). TDW and NE are the top choices. With a supply crunch in ships looming on the horizon, I slightly prefer TDW as the play on this subsector.
VAL is putting val in value stock. Going to rocket to 65. Doesn’t get any cheaper than it is. Buffet is looking for good company’s with sound financials, so should we.
All on VAL. Just hit its low, and trends show it always climbs back up to 70, company numbers and strong. Thank me later 🚀
Not a scam you just have to size down really hard and take advantage of volatility I trade mean reversion strategy try to get involved in the VAH and I get out at VAL when I lose I stop I am funded 6 accounts and have over 2k on each I literally make 50-100 sometimes I make the big 500-800 but thats how you trade it otherwise you are just resetting 24/7
Little late on the comment here, but imo, the debt is a feature, not a bug. It provides volatility/torque to the upside and to the downside. Especially given the stock will get a massive rerate to the upside on rate cuts and/or higher oil prices. VAL and BORR baggies will be wondering why they were left in the dust. If I'm RIG management, I'm not substantially paying down debt (they can't really do that anyways until 2025 at current projections) until the equity actually prices the rigs at EV, not at the 1/2 of EV or so, a substantial discount (and one of the drivers to a PT above $30) of equity valuation. Which speaking of stock, luckily for us, equity valuations does not incentivize company management to consider newbuilds until dayrates are above $700kish, and a stock price will be easily higher than $20, if not near $40 bucks. So, new builds ain't on the menu.
So to be specific, I am talking about offshore oil services companies like VAL and RIG and frackers. And I only like them during the early days of his presidency. I agree Trump may be bad for the price of oil (assuming he doesn’t start a war), but that will come on the back of a lot of drilling (both on and offshore). RIG almost doubled during the first months of his 2016 election.
//Rate my portfolio //Canadian investor //Age 53 //Target retirement age 58 //75/25 asset allocation //Canadian Stocks - //XIC - 10% //US Total Stock Market - //VTI - 40% //US SML CAP VAL - //AVUV - 10% //International stocks - //VXC - 15% //Portfolio Stocks = 75% //Canadian Bonds - ZAG - 25% //Portfolio Bonds = 25%
Where is OIL BULL guy? I need to know if he's in VAL
I will give you my experience here. I lost most of my capital in a lot of investing ways but i finally landed at investment platform called [VAL](https://val-investment.com) i invested 5k and i get paid 2k monthly returns ,they are great they talk to me any time the monthly withdrawals never been late. You should take a look and good luck.
6 leg parlay Seahawks spread, Jags ML,heat spread,( the fucking loser)Missouri ML, UNCG ML, and VAL spread
I don’t know. That’s not really my game. If you want growth, I think XBI and CIBR are good ways to play it. Unlike the FAANG, many cybersecurity names are still generating massive top line growth and the secular tailwinds are strong. I’m primarily a capital cycle investor. I like to buy really cheap stuff in sectors that have been starved of capital. Usually with the commodity prices near or below the marginal cost of production. Oil is an obvious play and should be bought aggressively on this pullback iMO. If you want risk and torque, look at the services stocks (VAL, NE). The Colombian and Canadian stocks are really cheap on a relative basis. Uranium, Tin and North American steel companies are also very interesting to my eye. I am heavily invested. ASTL is almost impossibly cheap. I also am looking to buy Europe at some point this winter. BASF, VW and Vonovia all super cheap.
XLE, even after the dip, is up 44% this year Some of the smaller cap O&G stocks were not that risky and have doubled. For example, TDW is up 161% YTD with a 1.5B market cap. Other OFS stocks like VAL and NE have also done well, but not as well as TDW.
Nice news today on possible 1st vaccine for Lyme: * Phase 3 [showing persistent elevated antibodies at 6 months](https://www.globenewswire.com/news-release/2022/12/01/2565538/0/en/Valneva-and-Pfizer-Report-Six-Month-Antibody-Persistence-Data-in-Children-and-Adults-for-Lyme-Disease-Vaccine-Candidate.html) * Valneva ($VALN IN USA, or $VAL in Europe) up 6% at moment, partner Pfizer ($PFE) up 1%
01 March 2020: 1 USD = 72.5330 INR; SENSEX VAL IN USD = 38,297 INR = 38,297/72.5330 = $527.99 24 Nov 2022: 1 USD = 81.72 INR; SENSEX VAL IN USD = 62,272.68 INR = 62,272.68/81.72 = $762 44.32% change
Owning diesel refiners is a decent play. I own MPC, but they are a diverse refiner rather than a pure play. I also own DAR. They're partners on a green diesel refinery (VAL is the other partner). There's basically no refining capacity coming online, other than biodiesel. High diesel prices are good for them.
VAL if you are interested in an offshore play that isn't a dumpster fire. RIG sold 90% of their assets in 2017-2019 do the franking boom
$ZS slashed almost 50% from ATH - great company to look at. $CRWD I know about the ticket nothing more seems legit good buy. $EQT great trends, natural gas, closing in on ATH, worth it. $VAL ?? ipo last year?) seems legit but. $UNH - yes!
Based af. NE, VAL & DO are solid as well, not to mention the Norwegian offshore drillers
$VAL(ASX) drilling in the Athabasca Basin results out soon could go 🚀🚀🚀
>Aussie Uranium stocks: $92E 0.37 -1.32% $ACB 0.06 -1.52% $AGE 0.05 -3.77% $DYL 0.71 -4.73% $EME 0.15 +10% $ERA 0.24 +2.08% $LOT 0.21 +0% $MHC 0.01 -10% $MN 1.72 -3.39% $TOE 0.01 -6.25% $VAL 0.01 +0% $VMY 0.19 +0% ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2022-08-22 ^00:05:31 ^EDT-0400
$KTRA one year high $2.85 coming off one year low $0.145. Something’s happening here. (NASDAQ:KTRA) surged 19.1% to $0.30. The FDA recently granted Fast Track Designation to the company’s VAL-083. Kintara Therapeutics (NASDAQ:KTRA) stock increased by 18.29% to $0.3. Trading volume for Kintara Therapeutics's stock is 6.1 million as of 13:30 EST. This is 157.5% of its average full-day volume over the last 100 days. The company's market cap stands at $19.5 million.
$KTRA you know this right? $0.265 Kintara Therapeutics Granted Fast Track Designation from the FDA for VAL-083 for Newly-Diagnosed Glioblastoma
09:37 AM EDT, 06/15/2022 (MT Newswires) -- Kintara Therapeutics (KTRA) said Wednesday the Food and Drug Administration has granted fast track designation to its VAL-083 candidate drug to treat people with unmethylated glioblastoma, an aggressive form of brain cancer. The designation eases the development and expedites the review of drugs to treat serious conditions and fill unmet medical needs, Kintara said. The company said it will have enhanced access to the FDA, including chances for more frequent meetings and written consultations throughout the development of the drug. The company said it expects top-line data from a phase 2/3 trial around the end of 2023. Price: 0.26, Change: +0.07, Percent Change: +39.13 http://www.mtnewswires.com Copyright © 2022 MT Newswires. All rights reserved. MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.
There’s your runner! SAN DIEGO, June 15, 2022 /PRNewswire/ -- Kintara Therapeutics, Inc. (Nasdaq: KTRA) ("Kintara" or the "Company"), a biopharmaceutical company focused on the development of new solid tumor cancer therapies, today announced that the United States Food and Drug Administration (FDA) has granted Fast Track Designation (FTD) to Kintara's VAL-083 for the treatment of patients with newly-diagnosed unmethylated glioblastoma (GBM). Fast Track is a process designed to facilitate the development, and expedite the review of drugs to treat serious conditions and fill an unmet medical need. Some of the significant benefits of FTD include: Enhanced access to the FDA, including opportunities for more frequent meetings and written consultation throughout the remaining development of VAL-083. Drugs with FTD are eligible to apply for Accelerated Approval and Priority Review at the time of a New Drug Application (NDA) submission, which may result in faster product approval. FTD also allows for 'rolling review', whereby Kintara may submit completed sections of the VAL-083 NDA as they become available, rather than at the end of development. "We believe Fast Track Designation is indicative of VAL-083's potential to improve outcomes for patients with GBM, the most aggressive form of brain cancer," stated Robert E. Hoffman, President and CEO of Kintara. "We look forward to announcing top-line data from the international registrational phase 2/3 GBM AGILE Study around the end of calendar year 2023. Fast Track Designation allows us to work closely with the FDA and may expedite our commercial launch of VAL-083, if approved."
>Aussie Uranium stocks: $92E 0.56 +4.72% $ACB 0.12 +4.17% $AGE 0.08 +8.11% $DYL 0.95 +4.49% $EME 0.22 +9.76% $ERA 0.35 +1.43% $LOT 0.36 +9.23% $MHC 0.01 +0% $MN 0.25 +10.75% $TOE 0.02 +10% $VAL 0.01 +10% $VMY 0.22 +4.88% ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2022-03-17 ^21:10:01 ^EDT-0400
>Aussie Uranium stocks: $92E 0.59 -3.36% $ACB 0.14 +2.14% $AGE 0.08 -2.53% $DYL 1.01 -2.91% $EME 0.26 +0% $ERA 0.37 -3.9% $LOT 0.36 +1.39% $MHC 0.01 +7.69% $MN 0.27 +0% $TOE 0.02 -4.35% $VAL 0.01 +0% $VMY 0.25 +6.52% ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2022-03-10 ^20:32:11 ^EST-0500
Aussie Uranium stocks: $92E 0.54 -6.14% $ACB 0.13 -7.14% $AGE 0.07 -10.81% $DYL 0.83 -11.7% $EME 0.21 -6.98% $ERA 0.36 +2.74% $LOT 0.26 -15.87% $MHC 0.01 +0% $MN 0.22 -12.24% $TOE 0.02 -5.26% $VAL 0.01 -8.7% Took this data like 4-5 hours ago
>Aussie Uranium stocks: $92E 0.54 -6.14% $ACB 0.13 -7.14% $AGE 0.07 -10.81% $DYL 0.83 -11.7% $EME 0.21 -6.98% $ERA 0.36 +2.74% $LOT 0.26 -15.87% $MHC 0.01 +0% $MN 0.22 -12.24% $TOE 0.02 -5.26% $VAL 0.01 -8.7% $VMY 0.22 +0% ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2022-03-03 ^19:49:55 ^EST-0500
I'll unironically fight in Ukraine if they let me take home an AS VAL
I've loaded up on Petrobas (PBR PBR.A) low entry, large divvy, big upside regardless who wins the upcoming Presidential election Consider the off shore driller rig companies now and be ahead of the herd RIG is my play... lowest buy in and largest risk-reward RIG VAL NBR
It is very difficult - especially if you are not int he space. Your best bet would probably to diversify a bit with $RIG, $VAL, etc...
buying VAL for that 17% dividend yield
OP, this is complex question and I take the question seriously. March 2021 I bought a shit ton of $VAL @.09. It is now $39.99. How it fits in? STET is setup as a SPAC. They are sea tanker managers. The merger and acquisitions that I forecast to take place include $VAL and others. Keep in mind that $VAL had filed bankruptcy and was going belly up. Then they restructured, lifted out of the debt and have succeeded to keep the badge of the worlds largest offshore drilling company. That said, there were/are other troubled sea tanker liner companies and drillers that are still titter totter. The repair and rise for these companies is seriously positive. Here's why: 1. Trump was for on-shore drilling and pipe lining. Killing the off-shore drilling and sea tankers. 2. Biden is anti pipe liner and anti on-shore drilling. Pro off-shore drilling. Hides spills better. Looks environmental. 3. Transitions: the fast move from on shore pipeline think to offshore think is expensive. The transition has started, in progress, and will not stop no matter who is next president now. 4. Just my opinion. This is what $STET will specialize on, mergers and acquisitions of this industry. Like most SPAC's that hit the market, questionable whether it will go up immediately or dump. The gamble lays on the shoulders of the boards. The boards are made up of the old industry knowledge. Yup, boomers.
>Aussie Uranium stocks: $92E 0.71 +1.41% $ACB 0.15 +0% $AGE 0.06 -1.64% $DYL 0.93 -0.54% $EME 0.26 +4% $ERA 0.37 +2.86% $LOT 0.31 -1.56% $MHC 0.01 +0% $MN 0.28 -1.72% $TOE 0.02 +0% $VAL 0.01 +7.69% $VMY 0.22 -2.22% ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2022-01-04 ^18:10:57 ^EST-0500
> anium stocks: $92E 0.71 +4.41% $ACB 0.15 +6.9% $AGE 0.06 +1.82% $DYL 0.93 +7.56% $EME 0.27 +1.85% $ERA 0.35 +2.94% $LOT 0.32 +4.84% $MHC 0.01 +0% $MN 0.29 +5.56% $TOE 0.02 +9.09% $VAL 0.01 -7.14% $VMY 0.22 +12.82% > > IGSquawk @IGSquawk at 2022-01-03 19:48:36 EST-0500 Nah dude that's 7% you will gamble away
>Aussie Uranium stocks: $92E 0.71 +4.41% $ACB 0.15 +6.9% $AGE 0.06 +1.82% $DYL 0.93 +7.56% $EME 0.27 +1.85% $ERA 0.35 +2.94% $LOT 0.32 +4.84% $MHC 0.01 +0% $MN 0.29 +5.56% $TOE 0.02 +9.09% $VAL 0.01 -7.14% $VMY 0.22 +12.82% ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2022-01-03 ^19:48:36 ^EST-0500
Sure! So for the energy sector, I'm mainly concentrated on the oil and gas industry. I started my position in all these stocks around May this year and dollar cost average every week with my paychecks from work. By coincidence, right now is an excellent time to start a position here due to the new COVID variant in Africa affecting oil prices. I feel that most smart people would realize this variant is temporary, as we saw this whole thing go down back in August with the Delta variant, and oil rallied to $85 a barrel for a month or so. My positions for oil/gas: $VAL - Offshore oil driller. Emerged from bankruptcy this year with no debt and a healthy fleet or rigs. By far the best way to play the offshore drilling area due to the other drillers having lots of debt and older fleets. $FTI - Heavily undervalued. They are a subsea operator within the oil industry, and this is an excellent value play. They recently announced they are starting dividends in 2023, and they have a slow earnings growth right now, but as the prices of oil picks up in the coming years, demand for subsea operations will skyrocket, and contract prices will go up along with their revenue and earnings. ​ So far as as shipping goes, the whole sector is critically undervalued, probably even more than oil/gas on pure fundamentals. If you believe high shipping rates are here to stay (possibly go even further?) then there are some excellent options. $ZIM - I actually don't have a position in this stock, but I still recommend it. They are in the shipping container industry, and prices on containers are through the roof. They pay a nice 18% dividend annually. $SBLK - This is my favorite shipping stock. They are the peak of the dry bulk shipping area, and are pulling in record profits. They pay a 23% dividend, have a share buyback program, and are increasing quarter-over-quarter profits by an insane amount. I would say this company is printing money, but that would be an understatement. ​ These are my highest conviction stocks. A few things I will say. First off, you won't find any of these stocks (besides maybe ZIM) on Reddit. This is a good thing, and don't be discouraged by this. 95% of stocks shilled on Reddit are absolute crap. Secondly, if you want to do options, (which I recommend because the leverage is great and useful at your young age) do LEAPS. These are options dated a year in advance. I also use a TD Ameritrade custodial account and have options trading enabled. If you ever decide to do monthly options just know you are taking an extremely high risk trade. Also, take this subreddit with a grain of salt most of the time. People on here are wrong about a lot of the stuff they post. For example, I posted about oil here months ago and people told me I was investing in a dead industry. Also people on r/stocks are very conservative with their money, and even though it's an individual stock subreddit, will constantly recommend ETFs (looking at this thread even). If you have any other questions, feel free to DM me, I tried to give my honest opinions.
>Aussie Uranium stocks: $92E 0.7 +0.43% $ACB 0.15 +6.9% $AGE 0.08 +1.33% $DYL 1.14 +9.13% $EME 0.35 +6.06% $ERA 0.43 +0% $LOT 0.35 +4.48% $MHC 0.01 +0% $MN 0.35 +2.9% $TOE 0.03 +6.45% $VAL 0.02 +5.56% $VMY 0.27 +3.85% ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2021-11-11 ^22:47:38 ^EST-0500
Dudes, I sold TSLA at 200s BEFORE the split, sold JD at 32, BABA at 85, bag holder of SUNE and VAL till they went bankruptcy. These were all between 2015 -2020, before I joined WSB this year. LoL One thing I learned in here is: be a retard, buy and forget about it:)
>Aussie Uranium stocks: $92E 0.69 -2.17% $ACB 0.14 -6.67% $AGE 0.07 -1.45% $DYL 0.98 +1.04% $EME 0.31 +2.04% $ERA 0.41 -2.44% $LOT 0.3 -1.67% $MHC 0.01 -8.33% $MN 0.31 -1.59% $TOE 0.03 -3.33% $VAL 0.02 +0% $VMY 0.24 +6.59% ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2021-11-02 ^20:33:01 ^EDT-0400
So I currently own a stock that is up 6% today, but the warrants are only up 0.75%. I was wondering why this is, and if I should expect the warrants to adjust soon? The ticker is $VAL in case anyone is curious.
>Aussie Uranium stocks: $92E 0.75 +3.17% $ACB 0.07 +1.47% $AGE 0.07 +2.86% $DYL 1.1 +4.76% $EME 0.4 +5.26% $ERA 0.44 +1.16% $LOT 0.31 +10.91% $MHC 0.01 +0% $MN 0.4 +8.11% $TOE 0.04 +9.38% $VAL 0.02 +6.25% $VMY 0.28 +7.55% ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2021-10-17 ^21:25:00 ^EDT-0400
>Aussie Uranium stocks: $92E 0.74 +10.45% $ACB 0.08 +14.49% $AGE 0.07 +18.03% $DYL 1.08 +19.34% $EME 0.38 +8.7% $ERA 0.42 +7.79% $LOT 0.29 +11.76% $MHC 0.01 +8.33% $MN 0.38 +26.45% $TOE 0.03 +13.79% $VAL 0.02 +13.33% $VMY 0.26 +12.77% ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2021-10-12 ^21:15:12 ^EDT-0400
damn. That sucks. Hopefully you made that loss back. Alot of oil companies went bust and then resurfaced. VAL was just run by crooked management, bankers and auditors who must have all been on it. ​ Scummy people. but ah well. we move and we learn.
$VAL -> Oil company that went Bankrupt. $7k in 2020 August. ​ $AMC ( Sold some bags). $28k ​ :/ Not my finest moments.