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Mar 24 • 4 tweets • 3 min read
Great article by @toyoufromlee on @KoningCorp #breastcancer as many of you know im super excited about this revolutionary company and how its a game changer for breast cancer toyoufromlee.medium.com/why-im-joining…
detection with no compression and 3D accuracy. Lee Fan makes a compelling case for why its so revolutionary plus why their move into SAAS (screening as a service) will transform the industry and could catapult Koning as a market leader (existing cos like @Hologic have inferior
Technology and have an installed base so cant just mimic what koning is doing. This is super exciting and even though im beyond pumped on $btu #uranium and $panr (esp today), im even more excited about @KoningCorp and how big this could become. Hopefully many of you joined the
republic.co/koning to invest.

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More from @contrarian8888

contrarian 8888 Profile picture
Mar 25
$panr $pthrf i coudn't resist adding to panr here at 127p i think the markets myopic reaction to a low flow rate is silly. According to mgmt the flow rates averaged at times 150bls too. They collected more barrels than most of the operators testing as it was done over several
days and not just 1 hour where you can jack up the flow rate. I think by the time of the webinar, the reserve estimates are going to go up, and the upgrade wont be insubstantial. This is according to mgmt by far the biggest find in USA since Prudhoe bay & unlike conoco that needs
to spend $6bn in infrastructure to get to their 600m bls of oil, PANR is right off dalton highway. The upcoming webinar, Alkaid production testing & reserve upgrades are all massive catalysts. Happy to take advantage of the short term flippers that dont know better. After all
Read 4 tweets
contrarian 8888 Profile picture
Mar 7
$BTU $QQQ $AAPL. So lot of nervousness on btu today. For Pete’s sake the margin collateral is on 1.8m tons- they still have 8.7m uncontracted & px have gone nuts. newsfile.refinitiv.com/getnewsfile/v1…
You want them to lose more money on their hedges as that will mean they are making much more $$$$. That being said given the huge move last week, it wouldnt have mattered if there was any news or not- the stock was going to pull back. I haven’t sold a share and still see $Btu
Going much higher. And even though btu hurt, the rest of my book- my monster tech shorts (incl $aapl, tqqq puts, $tsla) & gold and silver calls etc etc offset much of the pain. On another point, i think we need to start discussing what multiple is fair for the largest coal
Read 7 tweets
contrarian 8888 Profile picture
Mar 5
$GLD $SLV
The US/EU could play the SWIFT sanctions card just once-just once and they chose to play it not with a pair ofAces but with a pair of 2s. - why? EVERY despot leader, China, Saudi Arabia all now know that if the US is not happy with you all your
wsj.com/articles/if-cu…
Assets can get frozen instantly. The implications are that they will now want to hold US treasuries (problematic with an ever increasing Current Acc deficit. BTC you saw? Nope-with the entry and exit off-ramp controlled by US sanctions what use is it to have BTC and not being
Able to convert it- hence the sell off this week in Crypto (which is really a NDX levered play anyway) vs Gold which is again shining (no pun intended lol). See with gold you can own it and transact it and there is no @contrarian8888 stamped on the gold bar. I can sell it
Read 6 tweets
contrarian 8888 Profile picture
Mar 4
@PauloMacro makes a ton of sense. This week ive added significant depth to my short book- adding tons of size to $tsla,$AAPL, Tqqq puts, $EWT. Think folks that are not long gold/commodities but long tech may as well put a fully loaded chamber and press the trigger. There is a
Ton of risk here- early in the wk i cut my $uso at 71. The risk of a super spike was too scary. Biden and Nancy Pelosi have no clue where oil and coal come from- Willy Nillly saying we dont need Russian oil?? Commodity prices can all super spike- and much worse than 2008 when the
World was at least not in a war. Long tech? God help you. This is a vix 50 environment not 30. Market is sleep walking into a crisis and part of the reason im not touching my commodity longs is i know from painful experience trying to short em in 2008 just how stupid things can
Read 4 tweets
contrarian 8888 Profile picture
Mar 2
Fantastic thread. For someone who got out of $RSX unscathed but then stupidly got back into $SBER on Friday and gotten a lot of private DM and public abuse since I respect 1 all that @LT3000Lyall has been so generously been willing to share.2.I agree if you could get a broker to
Allow you to buy Lukoy at < 1$, SBER at 2c, id sell my kidney to buy as much as possible given the asymmetric returns. Heads u become a billionaire, tails, you drink less lol. 3. Nature of going after asymmetric returns will by nature lead to not great outcomes once in a while.
-and the story hasn’t been set yet. Interestingly Bloomberg said that SBER in the end was not sanctioned- didnt matter stock went to 2c not because of fundamentals but because all the brokers only allowed a sale not a purchase. By default stocks wouldnt go down if many potential
Read 5 tweets
contrarian 8888 Profile picture
Mar 1
$TQQQ buying the dip mantra never fails. Looking at flows into tqqq again hitting records- this is not what u see at the bottom- what you see at a bottom is a full revulsion & “get me out”. I understand that the market wants to go full Monty to a Powell will go dovish tilt
Given the Russian/Ukraine sitn. I question if that is really possible with Inflation ratcheting up with us losing Russian & Ukraine as a reliable supplier for so many commodities- just look at whats going on with coal px Wheat etc recently. I also wonder how the Russian sitn can
Be resolved with Putin not losing face w/o a ratcheting up of tensions including threatening of Nukes. To me were in a vol 50 environment not vol 20. Finally removing swift access to Russian banks is far more complicated and with many cross currents to so many Financials that I
Read 4 tweets

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