FiXu Research

Here to share my own research and investment ideas

[FiXu Research @FiXu_Research]

@iBladesi Any idea why there are trading at such a deep discount? Liquidation value seems to be $25 each

[FiXu Research @FiXu_Research]

$BHF At these prices I see very little downside. The directors and the CEO all own common shares, so we should all get a nice payout. At a bull market like this, their investments should do well, so also I expect a solid quarter. Tell me what am I missing?

[FiXu Research @FiXu_Research]

if you are wondering why $SVM is crashing:
- small miss in #silver
- big miss in byproducts(#gold , #zinc etc)
I'm bullish on silver and $SVM has a new upcoming mine in South America, so this could 2x by next year. The EV/FCF is still below <10 so I think it's still a bargain

[Bai, Xiaojun @oriental_ghost]

Silver cannot stabilize the market by increasing production like crude because it has no surplus production capacity. In this way, it will trigger a supply crisis, leading to further surge and attracting more speculater are entering the market. Then Supply further deteriorates.

[Peter Spina ⚒ GoldSeek | SilverSeek @goldseek]

Gold and Silver imports from Mexico and the EU to be tariffed at 30% starting August 1?

That puts imported Silver prices at $50/oz and Gold near $4,400/oz:

[FiXu Research @FiXu_Research]

The new tariffs will increase risk sentiment in the market and drive money into gold/silver at a time when inventories are already at all-time lows due to deficit.
It could be the spark that triggers an epic silver short squeeze.
#silver #gold $SLV $GLD $GDX $SIL $IAU $SGOL #SIVR

[Peter Schiff @PeterSchiff]

Despite Bitcoin's new high today, had you followed the advice to sell Bitcoin and buy silver in yesterday's post, you would be better off. Plus, you would have taken on a lot less risk.

[AIPAC 🇺🇸🇮🇱 @AIPAC]

So far, 96% of AIPAC endorsed Democrats have won their general election races!

Being pro-Israel is good policy and good politics!

[Megatron @Megatron_ron]

🇮🇱🇺🇲 Tucker: “AIPAC lobbies on behalf of Israel”

Cruz: “Wrong

Tucker: When was the last time AIPAC took a position that deviated from Netanyahu?

Cruz: “All the time”

Tucker: “Name one”

Cruz: …

@MyLordBebo

[Lawrence H. Summers @LHSummers]

It’s now clear that the @realDonaldTrump Administration computed reciprocal tariffs without using tariff data. This is to economics what creationism is to biology, astrology is to astronomy, or RFK thought is to vaccine science. The Trump tariff policy makes little sense EVEN if you believe in protectionist mercantilist economics.

[Ryan Grim @ryangrim]

A cosponsor of the TikTok ban said in a closed-door meeting that congress moved to ban the app because “you’re seeing how these kids are being manipulated” to oppose Israel’s war effort. We obtained audio:

[FiXu Research @FiXu_Research]

@RogerDiwan Is backwardation because of the recession expectation within a year?

[FiXu Research @FiXu_Research]

@ericnuttall I tnink something we don't know is going on. Maybe governments are planning windfall tax?

[FiXu Research @FiXu_Research]

https://t.co/DA1iy3cMAi

#OOTT

[Amena Bakr @Amena__Bakr]

Thank you for sharing this… and now the US can’t stop asking Opec to pump more oil which again will NOT solve the problem of high prices. Time to wake up and realize that investment in upstream is important. #OOTT

[FiXu Research @FiXu_Research]

Never thought I would buy $TSLA stock before(too expensive) but after adjusting my valuations and recent declines I think it is actually cheap now. Conservative fair value $1100.

[FiXu Research @FiXu_Research]

@ericnuttall @financialpost Opinion on this:
https://t.co/OjsYUtedy9

[FiXu Research @FiXu_Research]

@ItsVeryJerry Totally agree, be careful $VERU holders

[FiXu Research @FiXu_Research]

OPEC misses by 2.7 Million Bpd #OOTT

https://t.co/ZvB6nTvRtP

[Jim Lebenthal @jlebenthal]

Whatever this premarket move in $VIAC is, it has nothing to do with the value of company. Streaming subs is what matters. They beat and raised - really raised - subs guidance. Spending on content comes with territory. They have the cash. Way undervalued. Look for price reversal.