shhughes1116 Posted October 15, 2020 Share Posted October 15, 2020 Started in CINR....has anyone done work on this? There was a decent write up on VIC. Looks interesting at these prices as long as they stay liquid (which they seem to be doing). Soda Ash consumption seems to be increasing globally. A few catalysts would be EVs and increased Solar panels. CINR seems to be positioned very well long term. If I had to guess the and some other subsidies will all be brought under the umbrella of We Soda (which has discussed IPO). CINR has no baggage like GEL which is also tied to O&G. Divy also seems like it will come back at some point. Unfortunately there is a K-1. Sorry a bit of a ramble. They have a nice asset in Wyoming, which is cost-advantaged relative to synthetic production, and cost-advantaged relative to other trona miners. However, I don't trust management. Didn't take a rocket scientist to figure out they inflating annual production through deca rehydration, and eventually production would drop off significantly. The manner in which they disclosed this made them appear either dishonest or incompetent. Happy to chat more about this one on a dedicated thread for CINR. Link to comment Share on other sites More sharing options...
kab60 Posted October 15, 2020 Share Posted October 15, 2020 More BRK... It has lagged the rest the portfolio, now back at 25 pct. I think it looks like a pretty safe 8-12 pct. annual return with inherent tax advantages for a schmuck like me that pays 27-42 pct. taxes on realized gains. Link to comment Share on other sites More sharing options...
winjitsu Posted October 15, 2020 Share Posted October 15, 2020 Started in CINR....has anyone done work on this? There was a decent write up on VIC. Looks interesting at these prices as long as they stay liquid (which they seem to be doing). Soda Ash consumption seems to be increasing globally. A few catalysts would be EVs and increased Solar panels. CINR seems to be positioned very well long term. If I had to guess the and some other subsidies will all be brought under the umbrella of We Soda (which has discussed IPO). CINR has no baggage like GEL which is also tied to O&G. Divy also seems like it will come back at some point. Unfortunately there is a K-1. Sorry a bit of a ramble. They have a nice asset in Wyoming, which is cost-advantaged relative to synthetic production, and cost-advantaged relative to other trona miners. However, I don't trust management. Didn't take a rocket scientist to figure out they inflating annual production through deca rehydration, and eventually production would drop off significantly. The manner in which they disclosed this made them appear either dishonest or incompetent. Happy to chat more about this one on a dedicated thread for CINR. Read the same VIC pitch and I'm in too. Lets start one :) Link to comment Share on other sites More sharing options...
Spekulatius Posted October 15, 2020 Share Posted October 15, 2020 Started in CINR....has anyone done work on this? There was a decent write up on VIC. Looks interesting at these prices as long as they stay liquid (which they seem to be doing). Soda Ash consumption seems to be increasing globally. A few catalysts would be EVs and increased Solar panels. CINR seems to be positioned very well long term. If I had to guess the and some other subsidies will all be brought under the umbrella of We Soda (which has discussed IPO). CINR has no baggage like GEL which is also tied to O&G. Divy also seems like it will come back at some point. Unfortunately there is a K-1. Sorry a bit of a ramble. They have a nice asset in Wyoming, which is cost-advantaged relative to synthetic production, and cost-advantaged relative to other trona miners. However, I don't trust management. Didn't take a rocket scientist to figure out they inflating annual production through deca rehydration, and eventually production would drop off significantly. The manner in which they disclosed this made them appear either dishonest or incompetent. Happy to chat more about this one on a dedicated thread for CINR. Read the same VIC pitch and I'm in too. Lets start one :) This entity still has 50% IDR’s. Automatic pass for me. Link to comment Share on other sites More sharing options...
rkbabang Posted October 15, 2020 Share Posted October 15, 2020 Just bought the FSLY shares I sold 3 days ago for $127.70 back for $88.50. Link to comment Share on other sites More sharing options...
Gregmal Posted October 15, 2020 Share Posted October 15, 2020 Why MX now Thanks Little more GEOS edit: also added some MX The September asset sales closing is still under appreciated IMO. This is now a pureplay on OLED, should be generating reasonable FCF for a growth tech co, balance sheet now pristine, and a focused management. I like tech overall, but think the big boys will have headwinds because beating them up is a bipartisan issue, and some of the other stuff is insanely priced...MX has huge growth ahead of it and the valuation is reasonable. Link to comment Share on other sites More sharing options...
Gregmal Posted October 15, 2020 Share Posted October 15, 2020 Added a little bit to V. Link to comment Share on other sites More sharing options...
nspo Posted October 15, 2020 Share Posted October 15, 2020 INMD, OTCM Link to comment Share on other sites More sharing options...
valueinvestor Posted October 15, 2020 Share Posted October 15, 2020 Small tracker positions in 3-5% port allocation to fastly and pow.to Link to comment Share on other sites More sharing options...
Castanza Posted October 15, 2020 Share Posted October 15, 2020 WFC - started a position again....just hard to not have a position at these prices.... Link to comment Share on other sites More sharing options...
Lance Posted October 16, 2020 Share Posted October 16, 2020 Added to PGRE Thanks Lance Link to comment Share on other sites More sharing options...
Viking Posted October 16, 2020 Share Posted October 16, 2020 SU Link to comment Share on other sites More sharing options...
fareastwarriors Posted October 16, 2020 Share Posted October 16, 2020 Added to EQC. Open GTC order got filled. Link to comment Share on other sites More sharing options...
Castanza Posted October 16, 2020 Share Posted October 16, 2020 PM, ATCO, small basket of ET, KMI, WMB, ENB Link to comment Share on other sites More sharing options...
sleepydragon Posted October 19, 2020 Share Posted October 19, 2020 Brkb Link to comment Share on other sites More sharing options...
Charlie Posted October 19, 2020 Share Posted October 19, 2020 "Brkb" + 1 The earnings in 2 weeks should be pretty good and the share price is attractive. :) Link to comment Share on other sites More sharing options...
CorpRaider Posted October 19, 2020 Share Posted October 19, 2020 AIV, JBGS, BRK.B, DIS, TD Link to comment Share on other sites More sharing options...
fareastwarriors Posted October 19, 2020 Share Posted October 19, 2020 "Brkb" + 1 The earnings in 2 weeks should be pretty good and the share price is attractive. :) Y'all got me excited too. Added to BRK.B Link to comment Share on other sites More sharing options...
Castanza Posted October 20, 2020 Share Posted October 20, 2020 RTX at open Link to comment Share on other sites More sharing options...
CorpRaider Posted October 20, 2020 Share Posted October 20, 2020 BAC, WFC :o Link to comment Share on other sites More sharing options...
Castanza Posted October 21, 2020 Share Posted October 21, 2020 AG small position Silver to gold ratio is currently 77:1. Historically it trades closer to 50:1. Current global consumption is 1b oz annually and production is 800m oz. Silver use in the auto sector from 2002-2020 has grown from 2m oz to over 40m oz. This is mostly outside of EV production which would increase demand even more. Solar panel production has seen similar demand increases 2m oz - 85m oz over the same time period. This is trending down from 100m in 2017 due to increased efficiency in solar panel technology. I think the electric vehicle boom is starting to kick off. Add in solar panels and the demand for silver is going to grow from an industrial perspective over the next decade. I'm not a gold/silver bug by any means, but the current situation seems interesting enough to take a small position. Link to comment Share on other sites More sharing options...
nspo Posted October 21, 2020 Share Posted October 21, 2020 NTDOY Link to comment Share on other sites More sharing options...
SleepyCapital Posted October 22, 2020 Share Posted October 22, 2020 Joyy, Inc (YY), BRKB, BAC, FFXDF Link to comment Share on other sites More sharing options...
Gregmal Posted October 22, 2020 Share Posted October 22, 2020 Starter in TSCO. Link to comment Share on other sites More sharing options...
valueinvestor Posted October 23, 2020 Share Posted October 23, 2020 SRL Link to comment Share on other sites More sharing options...
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