The call up of OF Kjerstad has me intrigued by the Orioles path to the MLB team for HS versus college players based on games played in the minor leagues.
High School Gunnar Henderson - 246 gms, debut at 21 Jackson Holliday - 155 gms, 20 Coby Mayo - 318 gms, likely 22
Lithium Americas Corp. begins construction at the Thacker Pass mine after years of lawsuits.
The mine has an NPV valued above the current market cap of the stock using lithium prices far below current market prices.
The Lithium Americas Corp. stock dip due to Chinese EV demand fears is a gift to long-term investors.
In no huge surprise, Lithium Americas Corp. (NYSE:LAC) appears to have pushed through all of their legal issues preventing the mining of lithium in Nevada. Lithium is a hot commodity due the use in batteries made for electric vehicles ("EVs"), and the courts never appeared supportive of the plaintiffs' claims attempting to block the mining in the U.S. My investment thesis remains ultra-Bullish on the lithium stock due to surging demand and a general lack of supply despite some general market weakness recently.
Aurora Cannabis was left out of the major deal making in 2018. The cannabis company updated FQ2 guidance to revenues of $50 to $55 million with a continued focus on pure production growth. The stock is down as the market is becoming less impressed with commodity farming operations due to the prime Oregon example. The stock is below key resistance at $5.40 as medical cannabis patient totals failed to impress. As the end of 2018 came and went, Aurora Cannabis ( ACB ) was a notable absentee from the deal making in the cannabis market. Just about all of the other major Canadian cannabis players got large investments or signed up powerful partnerships, but the related stocks didn't generally maintain rallies following the deals. Based on the early legalization data in Canada and Oregon, the best option for Aurora Cannabis might actually be selling production capacity while the Canadian market remains hot. Read the full article on Seeking Alpha. Disclosure: No
This idea was discussed in more depth with members of my private investing community, Out Fox The Street. Learn More » Update - June 23, 2023 C3.ai has fallen back to earth after the Investor Day meeting. The Deutsche Bank analyst call on the meeting suggests the company still isn't ready to produce actual numbers from the generative AI demand. C3.ai ( NYSE: AI ) shares fell more than 8% on Friday after investment firm Deutsche Bank reiterated its sell rating on the enterprise software company after it held its investor meeting. Analyst Brad Zelnick said the event "left a lot to be desired" as there were no details on financials, "limited" updates on the company's operations and investors did not really attend the event, despite it being positioned as for them. "While we appreciate the vast opportunity presented by AI, the event did nothing to ease our skepticism on the true differentiation of the company's platform, its traction with custome
Update - June 12, 2023 Archer is finally in the midst of a breakout on the positive FAA news. -The acting administrator of the Federal Aviation Administration, Billy Nolen, is in talks to join Archer Aviation (NYSE:ACHR), per a report from Reuters. -Citing sources familiar with the situation, the report indicates Nolen will depart his current position atop the FAA in the next few weeks and will then look to transition to a role at Archer (ACHR). Archer’s rival Joby Aviation (JOBY) previously appointed former FAA chief Michael Huerta to a position on its board in March. Original article posted on Jan. 19 This idea was discussed in more depth with members of my private investing community, Out Fox The Street. Learn More » Archer Aviation Inc. jumped to $3 on the excitement of small insider purchases. The eVTOL manufacturer recently announced several major developments towards FAA certification and production of the Midnight aircraft. Archer Aviation stock is interesting, with a $70
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