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KeysPhoneWallet

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Everything posted by KeysPhoneWallet

  1. Until we get somebody better Sent from my iPhone using Tapatalk Pro
  2. Excited about some mfkin football!!!! Sent from my iPhone using Tapatalk Pro
  3. I’d go all in for November/December. And I’d be looking for red days between now and then to chunk my way in Sent from my iPhone using Tapatalk Pro
  4. I also have a dream of being a BMD!!!! Sent from my iPhone using Tapatalk Pro
  5. Yea but that’s the cynical view, right? And I mean it’s fun to discuss amirite?… and there are fundamentals at play some times..and we aren’t really just random internet posters. I don’t feel personally like a random person, I’m me and I assume you feel similarly. I figure I’d probably like most of y’all iRL if I knew you, and vice versa bc I’m dope and I do dope things. We’re all probably actual people behind our handles on a small longhorn centered board, so not that random. Sent from my iPhone using Tapatalk Pro
  6. 5.5b is a reasonable estimate for fy21 earnings. And it will probably be higher in 2022. That’s how I figure they’ll make $10b by ye22. That’s around their current market cap. That’s why I think it is undervalued. I think there has been a show me attitude on this company bc it’s never made money like this. And I believe they will show analysts the money. I think the whole sectors multiple should go up. It’s like the whole popularity contest vs weighing machine thing, just gotta be patient Plus as long as clf is playing fairly reliable patterns, it seems easy for some swing trading on top of the long term hold.
  7. What I don’t get is how is it rich relative to peers? It’s nearest peer is Nucor and the clf multiple is lower. I think the whole steel sector multiples are low bc the analysts keep thinking hrc is going back to $600, but it isn’t. I figure it will be worth $40 by next year end Sent from my iPhone using Tapatalk Pro
  8. What do y’all think of wkhs as a squeeze candidate???? Sent from my iPhone using Tapatalk Pro
  9. I hope so bc I’m still bagholding shares and 1/22 calls on uuuu. I’m praying for a ibrx miracle too bc I’m bagholding on those with pure stubborn determination. I held mrna right up until it exploded and I regret exiting, so I’m sticking with my instincts and being patient.
  10. It’s full of uncertainty but clf checks a lot of boxes for me. Also I bought 1/23 calls when the stock was like $22.50 so I’m fairly confident they’ll perform well over the next 12 months, I got time is what I’m saying. Lower p/e than other companies Chad ceo that is going to improve the balance sheet by paying off debt. Demand booming, Supply constrained, and China is fundamentally changing their role in global steel, so the macro is right Mostly fixed expenses so the company prints money when hrc >$600, and I believe new “normal” hrc will be >=$1200 so the long term models are consistently understating which means it will continue to print earnings and the long term DCF valuations are understated Company takes care of its people and has a quality product I believe inflation is a problem and companies that make money during inflationary periods will eventually be rewarded. Sent from my iPhone using Tapatalk Pro
  11. I bought some 1/23 calls when it dipped to 22.5 a couple of weeks ago so I’m still in. It’s hard to believe a company that may earn their entire market cap by 1/22, supplies 1/3 of the us auto’s steel needs , and will have zero net debt by that point is going to go down from here because he named his son cfo, is he unqualified? Sent from my iPhone using Tapatalk Pro
  12. On tapa every time I try to refresh the unread or timeline view I get a memory allocation error. What’s up with that? I can’t find any cache to clear. Fuck Sent from my iPhone using Tapatalk Pro
  13. Weed Sent from my iPhone using Tapatalk Pro
  14. My account is with one broker but I have an old Rh account I use just to check my watchlists, that way I don’t have to see my positions just to see what’s going on…it’s working pretty well… Sent from my iPhone using Tapatalk Pro
  15. My 1/22 17.5c ibrx call sucks. My 1/22 15c uuuu calls suck. These suck. I sold my clf calls last week when it was doing good. Missed the top a bit but holding cash hoping to buy some spy calls in this dip. I figure tomorrow will be red too, but I’m too scared to buy a put. Hoping to buy tomorrow eod. We’ll see. Sent from my iPhone using Tapatalk Pro
  16. Uuuu is in a good spot if the spot of u goes up. But I haven’t seen the spot of u going up yet. So it may be better to buy shares and forget about em. Sent from my iPhone using Tapatalk Pro
  17. Me too. Get rid of him. Let Rodgers be a player coach Sent from my iPhone using Tapatalk Pro
  18. I’d like Aaron Rodgers to spurn the pack and come to Dallas. Sent from my iPhone using Tapatalk Pro
  19. Wait, so you mean to tell me… (1) Connor Williams is looking good playing backup center??? Lol (2) randy Gregory smokes a pack of cigarettes a day, has never really played bc of suspension, and was named to the team’s “leadership council” ??? Lol (3) deshaun Watson has 10s upon 10s of women saying he did what against them?? Sent from my iPhone using Tapatalk Pro
  20. Clf Looking good for you! Sent from my iPhone using Tapatalk Pro
  21. I think tech tcu osu and Iowa at have been fun teams to play. Not as much fun as new teams. Kinda feel bad for tech.
  22. Fify Sent from my iPhone using Tapatalk Pro
  23. I don’t see og being shown the door for jimbo. One of the best parts of this not being discussed is all of the new much more bad ass road games that we’ll get to go to. No more Ames, Lubbock, Lawrence. Going to new joints to play these teams will be a lot of fun. The aggy tears are very rejuvenating Sent from my iPhone using Tapatalk Pro
  24. The way this is impacting aggy makes it absolutely beautiful. The football will be great, playing aggy again will be great, and getting to fuck their bitch feeeeeeeells so good man! Sent from my iPhone using Tapatalk Pro
  25. What is the witching shit? Sent from my iPhone using Tapatalk Pro
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