Kevin
11.6K posts
@jawnzilla
NFA|Tier1: $NKTR $IRDM, Tier2: $SGMO $OUST $ABVX, Tier3: $SHMD $ASTI $PRME $QS $BKSY $BAER $FLY $ASPI $LUNR, Tier4: $ASTS
Legitimately have never been this alarmed about the market, people are just completely sleepwalking into a 10/10 energy crisis Note - any pumps higher stand a decent chance of creating the kind of structure that has historically led to the worst markets What I’m talking about is what do things look like by the summer
WOW! China Has Deployed $120B+ Into Global Mining and Mineral Processing Since 2023 $MP $UAMY $USAR $AREC This is insane… China has invested over $120 billion in overseas mining and mineral processing projects since 2023, Australian think tank Climate Energy Finance (CEF) has reported. The investments primarily targeted lithium, copper, nickel and rare earths, critical minerals essential for clean energy and decarbonization technologies. However, whereas these investments have helped boost clean energy industries in developing countries, they have raised serious concerns, including debt risks. Chinese firms are aggressively investing in overseas resource processing and infrastructure such as ports, rail and energy infrastructure, securing long-term resource access and controlling key supply chains while reducing China's reliance on traditional suppliers. China is the global leader in processing key clean energy minerals, including 90% of rare earth refining, 90% of battery components and 60% of lithium processing. oilprice.com/Energy/Energy-…
.@IFC_org is collaborating w/ @LanzaTech to support #Oman’s 1st Sustainable Aviation Fuel plant. The project aims to turn waste gases into sustainable alternative jet fuel, supporting @2040_om through sustainable manufacturing, economic diversification, & job creation.
🚨PITCH ALERT🚨 $NKTR Currently at $0.676, representing a ~0.45x cash multiple and approaching an atopic dermatitis (AD) readout that has a legitimate chance at success, $NKTR represents one of the most compelling risk/reward profiles I have ever seen in small cap biotech. This thread provides a very basic overview of the setup. For greater depth, I have provided a link to a much longer pitch at the end of this first "slide". Although I am clearly bullish (and long) $NKTR at its current prices, I am NOT arguing that their AD readout has an atypically high probability of success (POS). Rather, I argue that its POS is being underwritten as *zero* in spite of encouraging P1b proof of concept (POC) data. I will analyze NKTR's MOA, existing data, competitor data, financial position, and the (much larger) valuations that have recently been ascribed to similar AD readouts that clearly had much weaker rationale than $NKTR going into data. For those looking for greater depth than this thread provides, here is the link to the pitch (via Google Doc): docs.google.com/document/d/1r0…
