Jun. 26 at 1:22 PM
$BATL $SOXS $SKYQ $TII $TYGO
BATL: Currently accepting offers on their holdings. It’s either a complete asset divestiture or a company sale… Valued at
$6-7 per share depending on the niceties, but total sale value could reach higher as the Permian basin is a hot commodity.
SOXS: No one wants it, but it’s here. The Semi bubble is likely nearing its end. This isn’t one to hold for a long period, but there’s an easy 10-15% tucked in here for the day.
SKYQ: This is going to move big. They just started up their refinery, and they have oil on hand. With the current crack spread, margins are going to be fantastic. This is a highly undervalued play. Enough said.
TII: This is the only graphite mine in the United States. It is active, and the US Army took notice. They just received their first contract, which is huge for a small company like this.
TYGO: Quite literally my favorite solar play around right now. The company operates well, even when margins aren’t the best. They are expanding, and I feel like we will continue to see growth.
DD and GLTY. NFA as always!
