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Thursday, November 5, 2026

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@StableBread 2 clicks

Fajasy on X

Energy Fuels $UUUU, the largest U.S. uranium producer, fell 10% to $8.34 on October 14, a new 52-week low, the day after it filed to sell another $500M of stock through its at-the-market offering (ATM). Energy Fuels had already sold ~$300M of stock through the program, and at $8.34, another $500M would be ~60M more shares, or ~22.6% of the 264.8M outstanding. On October 13, Energy Fuels also amended its deal for VAC, the German magnet maker it agreed to buy in June, over a dispute at VAC's U.S. plant. VAC's Sumter, South Carolina plant "was constructed in connection with an offtake agreement," and that customer sent a termination notice on July 1, eight days after Energy Fuels signed the deal. VAC started arbitration on July 7, arguing the termination was wrongful and seeking the payments left on the contract. Energy Fuels says it knew about the dispute during negotiations and built in a purchase price adjustment. VAC itself lost €87.9M (~$99M) in 2025 and €57.4M (~$67M) in H1 2026, even as H1 revenue rose 34.8%. In June, my bear case was $8-10/share: The ATM keeps diluting and the rare earth premium drains out. At $8.34, the stock already sits in that range, while Energy Fuels still plans to pay $718M of cash, 65.9M shares, and up to $135M of preferred stock for a magnet maker in arbitration with the customer its U.S. plant was built for.
@junkbondinvest 3 clicks

junkbondinvestor on X

Six Flags' stock is trading at its LOWEST level since the GFC...and its bonds are yielding as much as 13%. We're approaching $CRWV territory This is all on the back of the fatal coaster accident in Georgia in what was an already fragile situation. Don’t forget, legacy Six Flags filed for bankruptcy during the last financial crisis in 2009 My thoughts on how this situation could play out, what the docs allow, and cross cap stack rel val $FUN https://t.co/iIISfHsXSg

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Trading Post November 5, 2026

MercadoLibre’s logistics expansion cut margins by 60 basis points, while Mercado Pago grew credit 62% with 7% NPLs.

MELI $77B
Cassandra Unchained 2 clicks

Intel: The CPU Comeback, Discounted

Intel's Q3 2026 results were hit by memory costs and an Israel shutdown, but enterprise AI inference could lift CPU demand as server…

INTC $287B
Monte Independent Investment Research 2 clicks

Problems at Twist Bioscience (TWST)

Twist Bioscience’s $200 rebound followed an Anthropic-linked short squeeze, yet its DNA and protein services face broad competition while…

TWST $8B
Hunterbrook 4 clicks

VSH Earnings Review

Vishay reported record Q3 revenue of $979 million, up 24%, and guided Q4 to about $990 million as rising backlog and margins contrast with…

VSH $3.6B
Cestrian Capital Research 3 clicks

Thursday Tailwinds #13: Nov 5, 2026

Florida marinas are 92% full as boat counts rise and permits constrain new supply, creating pricing power for existing operators such as…

SUI $14B
Trade Ideas Flow 6 clicks
CHWY · long

Chewy INC

Chewy (CHWY) is presented as a long opportunity after a prior 2022 short thesis played out.

CHWY $9.2B
Value Investors Club 5 clicks

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