Orioles missed horribly with the Baby Birds this year. Norby is tearing up the NL with the Marlins while Kjerstad, Holliday and Mayo have all struggled.
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.
Though oil continues plunging, the oil giants continue producing more. For Q4, Occidental Petroleum (OXY) had roughly flat production. The worst part is that OXY plans to grow production by 2% to 4% in 2016. The stock has held up somewhat strong, but the inability to turn off the spigot remains troubling. Disclosure: No positions mentioned. Please review the disclaimer page for more details.
ChargePoint beat FQ2'22 revenue estimates, but the losses are mounting. The company guided up FY22 numbers partly due to acquisitions. The stock still trades at an estimated 21x FY23 number leaving limited upside for the stock and reinforcing why venture funds sold 13.8 million shares. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our model portfolio. Learn More » After solid FQ2'22 earnings , ChargePoint Holdings ( CHPT ) has seen a nice bump in the stock. Now investors have to confront the valuation divide and deal with the past insider sales likely leading to future sales on any stock rallies. My investment thesis remains very Bearish on the EV charging station stock on any rallies into the mid-$20s. Read the full article on Seeking Alpha. Disclosure: No position mentioned. Please review the disclaimer page for more details. Update - Sept. 8 Be cautious when analysts struggle to make the bullish case on expen
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
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