| From: Cogito Ergo Sum | 4/2/2021 11:32:53 AM | | | | | | From Message 33265687
As an aside but related.. bought CP Rail last week..
Message 33260423
And excerpt from a PM to SI buddy
Snip
So I looked at the network map for KC southern that CP is taking (hopefully).. Mexico is nice I guess.. but they run right along the Gulf coast through Houston .. So thinking that Keystone XL is dead.. long enough to be of value.. rail might work..
Creel the current guy liked this when still Hunter's protégé.. but Hunter was adverse because of course the tank car investment is poof if a pipe goes through .. Now I see no pipe... and I see the the oil companies will need to go longer term commitment so CP order book will be stable.. (Hunter's fear of pipe going in gone.)
thoughts
Snip
Looking ok so far |
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| From: Julius Wong | 4/3/2021 7:29:38 AM | | | | | | Uranium, lithium names rally on clean energy optimism
Apr. 01, 2021 2:44 PM ET Uranium Energy Corp. (UEC) By: Carl Surran, SA News Editor 63 Comments
Investors hunting for a way to capitalize on President Biden's big plans for clean energy infrastructure are latching on to uranium names, which are moving broadly higher in today's trading.
While nuclear energy is not specifically mentioned in the $2T infrastructure proposal, its federally mandated "energy efficiency and clean electricity standard" would seem difficult to achieve without it.
Presidential climate advisor Gina McCarthy says nuclear energy should be one of the power sources eligible for a national Clean Energy Standard mentioned in the Biden plan.
After posting gains yesterday, shares are accelerating higher: UEC +9.9%, DNN +7.3%, URG +7.3%, UUUU +5.1%, OTCQX:FCUUF +5%, NXE +4.7%, CCJ +3.9%, OTCQX:WSTRF +3.8%.
Two new research reports from BMO Capital and Morgan Stanley say today's uranium prices mark a floor and predict a rally in prices over the next few years to ~$50/lb. by 2024.
Most lithium names are stronger too: LTHM +8.9%, ALB +3.6%, SQM +2.5%.
ETFs: URA, URNM, LIT |
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| From: Julius Wong | 4/3/2021 7:35:15 AM | | | | | | Semiconductor stocks gain after Micron earnings beat, TSMC's $100B capacity plan
Apr. 01, 2021 12:05 PM ET Brooks Automation, Inc. (BRKS) By: Brandy Betz, SA News Editor 9 Comments
The Philadelphia Semiconductor Index is up 2.3% compared to the 1.5% gain for the broader tech sector (NYSEARCA: XLK) after a positive earnings report from Micron, rumors of a Kioxia deal, and TSMC's $100B capacity expansion investment.
Micron reported upside fiscal Q2 results driven by particularly strong demand in mobile, industrials, and automotive. The company forecast a strong FQ3 as DRAM demand continues to outpace supply and NAND stabilizes.
Despite the current "severe" DRAM shortage, Micron plans to stick with its "conservative" capex strategy for the year.
Micron and memory peer Western Digital were at the center of one support saying the companies were considering separate bids for NAND giant Kioxia. But another report said Kioxia would prefer to pursue an IPO.
Foundry giant TSMC plans to spend $100B over the next three years to expand its fab capacity. TSMC had already forecast 2021 capex of $25-28B.
Top semiconductor movers today include semi equipment and adjacent names Brooks Automation ( BRKS +6.9%), Entegris ( ENTG +5.6%), Teradyne ( TER +3.6%), Lam Research ( LRCX +5.2%), Applied Materials ( AMAT +4.7%), KLA ( KLAC +3.4%), and ASML ( ASML +1.4%).
Related: Yesterday, semi stocks got a boost after President Biden unveiled a $2T infrastructure plan that requested a $50B investment in domestic semiconductor manufacturing. |
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