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Harrison Stafford

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Everything posted by Harrison Stafford

  1. So, I just posed the question to my wife regarding her aversion to Arby’s and her beef is with Arby’s roast beef. She started talking about the meat structure, phosphates, blah, blah, blah…..and I spent the rest of the conversation fantasizing…..until the end when she compared Arby’s roast beef to McDonald’s chicken nuggets. She won’t eat those either. Having said all this, she’s cool with me getting a McDonald’s double quarter pounder with cheese >once< a month as a treat. Eating that burger is glorious. Her take is it’s okay to indulge from time to time, but if it becomes a mainstay, you’re on your way to a heart attack ack-ack-ack-ack-ack. Regarding McDonald’s coffee, as a senior (55+) you get a small cup of Joe (I think it’s 8 ozs) for less than a dollar with free refills. If you don’t qualify as a senior and/or you prefer a larger coffee, 12 ozs/small, 16 ozs/medium, or 20 ozs/large, download the McDonald’s app as they usually have an app exclusive deal of $.99 for any size premium roast or iced coffee.
  2. The wife has her Master’s in Nutrition Science and she refuses to let us eat at Arby’s. Oh, and McDonald’s has good coffee…plus, I get their senior discount.
  3. Thank you, Lord, for not letting us blow that game and, yes, I did say I’d sit in the front pew on Sunday if we won. Desperate times call for desperate measures.
  4. UUUU + 1.12 to 10.72. A 52 wk high.
  5. UUUU closes +.19 to 9.92. EOSE +.30 to 6.51.
  6. UUUU earnings Wednesday after the close. If you read their last few reports, it appears the next 6-12 months should show quite an acceleration in revenues and earnings. The second half of this year is already seeing an increase in uranium oxide and they have started producing pilot quantities of rare earths with a decision in next 12 months-ish to go to full commercial scale. By their estimates, if Energy Fuels has no issues in scale up from pilot to commercial, the quantities produced for some of the most important rare earths would amount to about 1/3 of the US demand. I expect the stock to be much higher as it becomes clear they are succeeding in ramp up. The vanadium market should go up with increase in domestic steel production, and the medical isotopes should follow. For a company with no appreciable debt and a few hundred mill in cash with the only functioning uranium mill in the US, I think their future looks bright. These catalysts are what I have been waiting for and have no plans to trade this in the short term if they continue on the plan they have put forward. If something changes, I might change my mind and do some option writing on a part of it. But with only 216 million shares outstanding, these guys could also be a takeover target for a larger entity and I would like to have my shares uncovered should that happen.
  7. UUUU closes +.88 to 9.73. EOSE +.70 to 6.21. Thank you, may I have another?
  8. 🚨ARREST UPDATE: More details re: Dalton Brooks, a football player for Texas A&M University, and his hit-and-run arrest by College Station police. The incident happened on the night of Wednesday, June 25. Police say Brooks was driving a U-Haul box truck and collided with another vehicle in the intersection of Harvey Road at Highway 6. The report says Brooks told police he briefly stopped after the crash, looked in the mirror, saw the driver of the other vehicle wasn't seriously hurt, and then "proceeded to panic" and drove away. Witnesses followed Brooks and called 911, and stayed behind the U-Haul until police arrived and stopped it. Brooks said he was trying to return the U-Haul to the business. The report says there was significant damage to the U-Haul truck, including the driver's side headlight removed and hanging by wires and the bumper was dented, and both the front driver and passener airbag was deployed. The car he allegedly hit also had significant damage. The vehicle was declared a total loss with the cost being $19,191, said the report. Police said nearby cameras captured the crash on camera, and it shows Brooks leaving the scene of the wreck after it happened. Brooks is expected to be a key contributor in the Aggies' secondary this season after playing in all 13 games while making eight starts as a sophomore in 2024, finishing second on the team with 59 tackles and ranking in the top five with 5.5 tackles for loss. He posted a career-high 10 tackles in the regular-season finale against Texas and recorded at least five stops in six different games. Brooks also had one interception. Oh, silly aggy.
  9. As we used to say back in the day, “Dick Nixon before he dicks you.”
  10. “There is no starvation in Gaza” - Bibi Netanyahu
  11. So, you’re buying more?
  12. EOSE earnings after the market closes today. Holding 15,100 shares @ 5.79.
  13. Yes, IBRX has to do an efficacy trial for each cancer. They don't have to do a Phase 1 as it is already an approved drug and getting a label expansion for Anktiva's use is a bit lower bar than a brand new drug candidate....and the Quilt trials were a test on about every major cancer that hasn't had meaningful survival improvement in the past 20 years. Their website shows you where they are on each candidate. Anktiva's use as Bio-Shield has a much lower hurdle and FDA guidance as well, and it already has been granted EAP approval. Remember, checkpoint inhibitors hit receptors on lymphocytes (T-cells) to prevent cancer cells from evading them and are often given with chemo and or radiation. That leads to lymphopenia which leads to check point failure. Anktiva regenerates lymphocytes and thus rescues checkpoint inhibitors. Patrick Soon-Shiong suggests they don't even need the checkpoint inhibitors. So, yes, you could argue as @Blotto did that big pharma (and, Merck, in particular) could certainly want Anktiva, but Patrick and affiliates control 72% of IBRX. If he doesn't want to sell, then it ain't happening as long as he’s alive. Looking at his history, he owned 80% of the biotech that came up with Abraxane which resulted in him selling for over $4 billion many years ago. One more thing regarding the Merck-ImuunityBio connection. Some cancer patients are, currently, being treated with a combination of Keytruda (Merck) and Anktiva (ImmunityBio). This combination is being explored, particularly in patients with non-small cell lung cancer (NSCLC) who have not responded to previous checkpoint inhibitor therapies. The Lung-MAP clinical trial is investigating this combination as a potential treatment option.
  14. UUUU spiked to 10.41 this morning. Another 52 wk high.
  15. Queen and Mott the Hoople partying down.
  16. Trump and the EU just reached a trade agreement. Tomorrow, we rise.
  17. Little Richard, Tammy Wynette, George Jones 1975
  18. No stop here. I’ve waited a long, damn time for UUUU to finally move and hope to bask in the glory of its continued ascent next week. Do you have a trailing stop?
  19. I disagree. PSS has a lot of skin in the game indicating his strong belief in the company's future prospects. However, it takes a buyer and a seller to make a market. In the long run, somebody’s right and some body’s wrong. Holding 32,800 shrs of IBRX at a cost basis of 8.85. My money’s where my mouth is.
  20. I know nothing about ALPP. I do know Patrick Soon-Shiong has put over $500,000,000 of his own money into ImmunityBio.
  21. There is a road to positive cash flow and earnings. The more approvals for more indications in more locations increase the opportunity. Increases in adoption once approved grows the revenues. One advantage is that the Quilt studies showed that Anktiva showed positive effects in a variety of cancers. So, you don't have to come up with a new drug for each. It also aids in additional approvals because Anktiva is already an approved drug. Looks like this mornings revenue report was good and institutional investors putting $80 mill more into the company bodes well. The Saudis wanted the Bio-Shield to be up and ready in 90 days if I recall. We should be at that 90 day target by late August. I remember Patrick on a podcast saying they wanted to be operational in 90 days and he was headed there the next week to work on getting stuff set up.
  22. I think they probably had to share some of that information with the institutional guys that were putting up the $80 million, so they needed to disclose it to everybody. It’s encouraging that since they got their J-code for billing and pricing, sales are up 246%. This was a sales and regulatory update with the 8K regarding the institutional investment. There should still be a full earnings report in a few weeks.
  23. We all need to say a prayer for good health and longevity for the Undertaker as he’s a huge ‘Horns fan, 60, who lives in Austin. He’s married to female wrestler, Michelle McCool, who played a significant role in getting him the necessary medical care, including several nights in the hospital and visits with cardiologists treating his AFib after WrestleMania 41. A good woman will add years to your life and the wicked witch of the west will send you to the…..undertaker.
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