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The Boeing Company (BA)

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204,32-5,59 (-2,66%)
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  • K
    $BA conversation
    UBS today set its price target on Boeing $BA at $300 with a Buy rating
  • C
    $^IXIC conversation
    $TSLA Got PUMPED by 30% in the last 3 trading days FOR NO REASON! It added $200 Billion Out of thin air, which is 2 Boeing $BA Market Value, 8 Ford Market Value in just 3 trading days!
  • N
    Fyi. How undervalued is the entire uranium sector at the moment?

    The entire market cap of uranium sector (17 billion$) =
    - 2% of the market cap of Tesla $TSLA (834 billion$)
    - 39% of the market cap of Barrick Gold $GOLD (43 billion$)
    - 34% of the market cap of Newmont $NEM (50 billion$)
    - 9% of the market cap of Exxon Mobil $XOM (192 billion$)
    - 10% of the market cap of Chevron $CVX (175 billion$)
    - 14% of the market cap of Boeing $BA (118 billion$)

    - Demand for uranium is price inelastic!
    - The uranium demand and supply need a +-60$/lb uranium price in the long term to get back in equilibrium (today uranium price sits around 30$/lb)
    - A lot of long term supply contracts of western utilities need to be renewed in coming years==> price discovery is coming, because uranium miners will not restart existing mines and surely not take the risk in building a new mine without the cover of signed off take agreements before the start
    - A lot of new reactors are build in China, India,… New reactor cores need 3 times the normal fuel renewal of an existing reactor

    The question isn't IF it (uranium price go back to at least 60$/lb) will happen, but WHEN it will happen

    Not suggesting to sell positions on other stocks, just mentioning this for those looking for new opportunities at the moment

  • N
    Resources Investment funds and groups entering the U market!

    First. Remember, the total uranium sector market cap today is only +-17 billion USD. That's a very tiny sector!!

    To put this into in perspectif.

    The entire market cap of uranium sector (17 billion$) =
    - 2% of the market cap of Tesla $TSLA (810 billion$)
    - 40% of the market cap of Barrick Gold $GOLD (42 billion$)
    - 34% of the market cap of Newmont $NEM (50 billion$)
    - 8% of the market cap of Exxon Mobil $XOM (205 billion$)
    - 9,5% of the market cap of Chevron $CVX (180 billion$)
    - 14,5% of the market cap of Boeing $BA (117 billion$)

    In 2007 the total uranium sector market cap was 150 billion USD in USD of 2007.
    Add to this the inflation between 2007 and today, and you have a easy multi-bagger sector here!

    Second. It's a mathematic fact that the global uranium supply and demand needs a sustainable 60+$/lb U3O8 to get back in equilibrium in the long term.

    At 30$/lb U3O8 only 40% of global annual U3O8 demand can be met by uranium miners!!

    ==> This is not an IF question, this is a WHEN question!

    Third. There are multi signals that the uranium sector fundamentals are getting the attention from professional resources investors now.

    Some signals:

    "Soon we'll be sending private letters to many natural resource investment funds and groups, globally. Our letters, to new groups who might not be aware of the uranium supply debacle, will outline the broken status of the uranium business and the key points for them to perform their own work to see if we reach similair or differing conclusions. We'll offer each group networking opportunities and ways that we believe they can most effectively participate in recapitalizing a broken mining sector and supply chain" Andrew Weekly, CEO SmithWeekly Research

    Larry McDonald on uranium:
    "I am also looking for financial players to get more serious about throwing weight around in this sector. A group with decent capital at a multi-strat HF or a medium sized fund could allocate a few hunderd mill and create their own reality in this sector, IMO. The order of operations would be to buy up positions in call option like U miners, then buy the U trusts trading at discounts and then hit the spot market hard. I think you would make money on all legs of that if you committed a few hunderd mill to it"

    ==> An other investor spending a lot of time in macro and micro due dilligence work on this sector like me, "intercepted" a strategic chats a few weeks ago between professional traders of different financial institutions talking about preparing themself to come in action in the uranium sector. And like Larry McDonald saying to first buy the uranium company stocks and related financial instruments, second buying the U trusts (Uranium Participation, Yellow Cake) and then buying Uranium in the spotmarket (Professional investors with 3000000 million USD (100000lb x 30$/lb) on hand can buy physical uranium --> the minimum buying is 100000lb U3O8!)

    In the meantime the uranium etf's need to buy more underlying uranium company stocks and issue additional etf shares to keep up with the demand from investors ==> That's a big upward pressure on all those underlying uranium companies in which those etf's invest today and in the coming months (and couple of years).

    For instance:

    - "Investors were piling into 100% Pure-Play "North Shore Global Uranium Mining ETF" $URNM on NYSE yesterday, adding another 175,000 ETF shares - Now at 1,325,000 & AUM US$60.3M, over 20X higher than its US$3M inception just over a year ago"

    - "Global X Uranium/Nuclear ETF $URA on NYSE added another 300,000 shares yesterday to bring their issued to 17.1M with US$276M in Net Assets - A 160% increase from its March low"

    Conclusion: A lot of money is coming into a very tiny sector to invest into. Multi-bagger moves higer coming.

    Be prepared and be patient.
    Don't try to swing trade uranium stocks. If you do, you will miss the biggest part of the bull trend

    $DNN $NXE $UEC
    Fission Uranium Corp, Forsys Metals, UEX Corp, ...
    Energy Fuels, UR-energy, Cameco, Paladin Energy,...

  • C
    Tesla, Inc.
    i know its early, but futures are up, hope for more upside tomorrow $TSLA $BA $WIMI
  • E
    You guys don’t get it. The airlines need to stay afloat. We are not ready to see the death of $BA and the rest of the airlines.
  • W
    W Bruce
    $GE conversation
    Sorry Yahoo. I should have read the guidelines and I would have known that posting a link to an article is not permitted. My comment is still relevant. I became bullish on GE yesterday for two reasons: the NYT article on $GE development of A Monster Wind Turbine, and second, the reawakening of $BA that should help $GE.
  • V
    $BA conversation
    $LMT $BA — Israel wants to purchase a full squadron of F35 / 15 jets per Reuters
  • C
    $INTC $NFLX $WIMI $BA most of the tech stocks sitting on strong support level and they have strong earnings coming up. Chart is also setting up very nicely, wouldn't be surprise to see strong price action upwards for the next few weeks.
  • J
    Foley Trasimene Acquisition Corp. II
    Im feeling good about the letter "B". Bills to win the superbowl and #BFT, #BA, #BAC to print money.
  • V
    $BA conversation
    Alaska Air outsized large order. Ryanair same. Delta is next. China airlines too. NOW is the time to write off old fleet and replace with more fuel efficient aircraft. Let's also just ignore the 800B USD defense budget, to which $LMT and $BA are top beneficiaries. $LMT and $BA -- don't delay -- when it makes the move to 326.78, I will repost here for you lovely souls to enjoy. Until then, all the best, lover4virginia
  • P
    2.5 billion for fraud against $BA and it here is no move on the stock! Back in the days I mean a year ago .... news like this would’ve tank at least 12-15% after hours! We are doing great I guess! Hahaha
  • D
    $^IXIC conversation
    $TSLA Market Value is 650% greater than Boeing, $BA.....
  • N
    Nasdaq Composite TULIP MANIA
    $^FTSE conversation
    INFLATION IS SKYROCKETING as the FED continues to PUMP the Price of everything, stocks, oil, gold, home, land, commodities, utilities, food prices and everything!
    The World Economy is Collapsing, people are starving, but the US Market Makers are too busy in printing money and PUMPING the Stock prices Artificially to make insiders trillionaire without working!
    Enjoy Free Capital Gains in the US Stock Market while the Corporate Revenues are tanking and the Economy is Collapsing! US Stock Market is a “GET QUICK RICH” Scheme!
    Dow Jones Industrial Average (^DJI) was 17,000 in 2016, with better economic fundamentals and higher corporate earnings. However, thanks to the Collapsing Economy, Coronavirus Pandemic, Tanking Corporate revenues and earnings, Skyrocketing unemployment, Trade Wars, Record INFLATION levels, and Heavy Stock Dilutions, Dow Jones Industrial Average (^DJI) BUBBLE has almost Doubled!
    S&P 500 (^GSPC) was at 1600.00 with better fundamentals and higher corporate earnings in 2016. Now it is sitting at ABSURD 3700.00 with TERRIBLE Fundamentals, Collapsing Economy, HEAVIER Corporate and National Debt and way lower corporate revenues and earnings!
    The World Countries are refusing to accept the US Dollar as international reserve currency due to the HEAVY Dollar PRINTING!
    US Stocks are INSANELY OVERVALUED and OVERBOUGHT! US Stock Market is a MEGA BUBBLE right now!!!
    “The long, long bull market since 2009 has finally matured into a fully-fledged epic bubble,” says GMO’s Jeremy Grantham.
    “The long, long bull market since 2009 has finally matured into a fully-fledged epic bubble,” says GMO’s Jeremy Grantham.
  • S
    Snoopy with Money
    $TSLA conversation
    OMG Happy Happy!!!!!!!
    Thank you Lord!
    $nio, $QS, $BA
  • F
    Citigroup Inc.
    the FED resumes bank share buybacks due to a better stress test results. Bank stock are flying monday. $wfc, $ba. Rotation into banks will continue.
  • F
    Felice, Inc.
    expected to be explosive today and tomorrow! $BABA $BA $WIMI
  • K
    $BA conversation
    $BA Upgraded at UBS from Neutral to Buy. Price target doubles: From $150 to $300.
  • M
    Back to pre COVID-19 days!!!

    Buy the Airlines!!!

  • n
    $BA conversation
    No doubt $BA will fly to the $400 a share EOY 2021 minimum.