GBA PRESENTS- the public games

Discussion in 'Stocks' started by stonedinvestor, Jul 22, 2024.

  1. #9851     Mar 29, 2025
    stonedinvestor likes this.
  2. Sorry, that sucks!
     
    #9852     Mar 29, 2025
  3. A lot more old dirty cars on the road......

    NasdaqGS - Nasdaq Real Time Price • USD
    Mister Car Wash, Inc. (MCW)

    7.91
    -0.27
    (-3.30%)
    At close: March 28 at 4:00:01 PM EDT
     
    #9853     Mar 29, 2025
    TrailerParkTed likes this.


  4. I have a situation it happens usually twice a year. It's much more painful and annoying than anyone could imagine. When it gets to this state your teeth hurt and are numb when you wake up and you sleep weird and your neck is messed up, shoulder frozen.

    I have a lot of hair in my ears apparently. The Dr told me when Covid was at it's peak none of his regular afflicted people came in for anything EXCEPT the ear folk... it is destabilizing.
     
    #9854     Mar 29, 2025
  5. Description

    Valvoline Inc. engages in the operation and franchising of vehicle service centers and retail stores in the United States and Canada. The company, through its service centers, provides fluid exchange for motor oil, transmission and differential fluid, and coolant; parts replacement for batteries, filters, wiper blades, and belts; and safety services, such as tire inflation and rotation, bulbs, and safety checks. It offers its services for passenger cars, hybrid and battery electric vehicles, and light and medium duty vehicles. The company was founded in 1866 and is headquartered in Lexington, Kentucky.
     
    #9855     Mar 29, 2025
  6. Nine_Ender

    Nine_Ender

    Canada has some large auto parts firms that are likely getting killed on tariff talk but could be great buys once the auto carnage ends. Magna International, Linamar, and Martinrea. First two P/E around 10. Magna way down ytd.
     
    #9856     Mar 29, 2025
    TrailerParkTed likes this.
  7. A reader dedicated this to the Lizard King!






    upload_2025-3-29_6-58-58.jpeg
     
    #9857     Mar 29, 2025
  8. NYSE - Nasdaq Real Time Price • USD
    Valvoline Inc. (VVV)

    $35.10
    -0.18
    (-0.51%)
    At close: March 28 at 4:00:02 PM EDT
     
    #9858     Mar 29, 2025


  9. SMART! I know Magna is a good co. ///
     
    #9859     Mar 29, 2025
    TrailerParkTed likes this.
  10. GBA USED CAR IDEAS*******


    VVV--

    MCW--

    <<<<<<<<<<<<<<<< >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>


    The copper industry has been soaring as futures have surged 27% year-to-date. Many blame recent tariff fears for this rise, but copper has actually been increasing in price for a long time. If you zoom out, you’ll see that copper prices have risen by over 135% in just the past five years.

    [​IMG]

    This is a long-term trend that isn’t going to be reversed anytime soon, as there’s a copper shortage along with supply woes. And now, tariffs are making copper even more expensive. China’s stockpiles dropped by 9,000 metric tons in early March, and U.S. reserves on COMEX and the London Metal Exchange followed suit.

    If these trends hold, copper could be the golden ticket for early investors. Here are three copper stocks that could deliver blockbuster gains if copper keeps rising:

    Ero Copper (ERO)<------- NINE!
    xford Club]


    Ero Copper(NYSE:ERO) is a hidden gem in my opinion, and is primed for a significant breakout if current trends continue. This undervalued growth stock has all the ingredients for a jaw-dropping rally.

    This company operates out of Brazil, but it has a non-tier-one mining jurisdiction that often scares some investors away. This is exactly why Ero Copper’s assets have been off the radar and trading so cheaply compared to its peers. The stock is sitting at a dip right now, and Ero Copper has historically bounced back significantly from these cyclical downturns.

    [​IMG]

    From late 2023 to early 2024, the stock rocketed over 100% from its trough to peak as copper prices fueled a rally. Copper prices are rising again, so I believe the same could happen.

    Ero Copper trades at just six time forward earnings for 2025. Analysts seeEPS growing from $2.1 in 2025 to up to $5 in 2028. Moreover, revenue is expected to climb from $820.6 million to over $1 billion in the same timeframe.

    Tucumã’s ramp-up is on track to hit commercial production by mid-2025, and Caraíba’s new external shaft at the Pilar Mine will boost output by 2027. These projects could doubleconsolidated production to 95,000 tonnes by 2026-2027. Pair that with copper prices staying hot, and you could have explosive returns in the coming years.

    The consensus price target of $26.3 implies 101.6% upside potential.

    Taseko Mines (TGB)
    Taseko Mines(NYSEAMERICAN:TGB) has historically been quite volatile as it has gone through cycles that’d make anyone’s stomach churn. However, it’s making a sharp comeback from its lows many years ago, and it looks more solid than ever as copper prices keep rising.


    [​IMG]

    That could catapult it to multibagger territory in the next few years if the trends continue. The Florence Copper Project in Arizona makes me very bullish here. That project is 56% complete as of December 2024, and it is on track to start producing copper by late 2025.

    Florence will boost Taseko’s production by 70% and push annual output from around 120-130 million pounds at its Gibraltar mine to over 200 million pounds company-wide. Even better, it slashes C1 cash costs significantly. Analysts peg Florence’s all-in sustaining costs at around $1.11 per pound, compared toGibraltar’s $2.92 in Q3 2024.


    As a result, EPS is expected to grow from $0.16 this year (up 21% YOY) to as much as $0.77 by 2027. Revenue is expected to grow from $520.4 million to $916.5 million on the high end in the same timeframe.

    TGB’s a screaming buy if you’re a copper bull.

    Lundin Mining (LUNMF)
    Lundin Mining (OTCMKTS:LUNMF) is a profitable copper company that has weathered plenty of storms over the past two decades but hasn’t been a superstar for delivering consistent upside. The stock has spent most of its life hovering below $10.

    [​IMG]

    It has broken that ceiling multiple times but has always stumbled back below it. The current price is at $8.65, and I think it's a solid buy as the company has slashed its dividend by 69% to pivot toward share buybacks. I think this move could be the secret sauce to finally push it above $10 and keep it there once it breaks through.

    Technicals aside, the fundamentals here are rock-solid. It did miss Q4 earnings estimates, but it reaffirmed 2025 guidance, and increasing copper prices could push the stock up regardless. Analysts expect EPS to jump 18.7% to $0.45 in 2025, with some bold predictions pushing it close to $1 by 2028 if copper prices keep their upward trajectory.

    This is a stellar pick if you’re in it for the long haul. The near term carries some risk, though. Lundin is divesting two European mines for $1.52 billion, with the deal set to close in mid-2025. That’s a big shift, and it could rattle the stock short-term as the market digests the change.
     
    #9860     Mar 29, 2025