ImmunityBio is founded by Dr Patrick Soon-Shiong, who grew up as an ethnically Chinese person under apartheid South Africa- a real 'outsider' mentality Founder., whose success cannot be attributed to luck of birth. The company is at an inflection point: 1) Using AI to advance new therapies for cancer treatments (enormous total addressable market), whilst also drastically reducing costs. And removing/reducing surgical procedures. 2) Shares were out of favour due to lofty IPO expectations and lobby efforts to protect the enormous profits others are making from the USA healthcare sy

$GLD 20280121 725.0 CALL$ stay long calls on gold as an overlay to your stock positions.

Also $Soluna Holdings, Inc.(SLNH)$  $Soluna Holdings, Inc.(SLNHP)$   To follow on from my article on Soluna Holdings, the following points are relevant: 1. The company is controlled by a private equity firm, which makes a change of control almost inevitable in the end - this underpins the special situation nature of Soluna preferreds, who are entitled to receive $25 + accrueed interest (>$5 currently). 2. Further more, whilst the preferred dividend is not being paid currently, it is still accuring at $1.75/year, so one is earning >15% whilst we wait. 3. Insiders received 2m preferred shares in summer 2024 as part of incentive plans - this was after the dividend had been halted.

$Soluna Holdings, Inc.(SLNHP)$ Soluna Holdings preferred shares are a unique investment case, a hybrid of special situation and capital structure arbitrage. The management keep issuing common shares, which makes $Soluna Holdings, Inc.(SLNH)$ risky, but insiders are heavily invested in the preferred share, where the vaue from common share issuance accrues. The company builds and operates renewable powered data centers in the USA, used for crypto mining and AI compute power provi

$CRML 20260515 45.0 CALL$ I am long as part of a basket on Greenland natural resource names winning from the current situation- see my idea post for more details.

$SK Telecom(SKM)$ Sleepy Telco to AI Champion- back door Anthropic exposure for free !  Hidden value from a highly successful 2023 investment in Anthropic is turning SK Telecom from a boring no growth telco, to an exciting AI play, see below for how this is available for free at the current valuation. All numbers used here are in USD for easy comparison with the USD traded ADR, but the underlying figures are in KRW. SK Telecom is a mature, sleepy telco- analysts expect ~US3.4bn

Greenland Investment Theme - current developments suggest a win win for listed Greenland natural resource companies ! Greenland is rich in resources, many of them strategic minerals used for military purposes, where the USA and western counties are uncomfortably reliant on China. Likewise, it has an established mining code, a small population minimising NIMBY (not in my backyard!) objections. But investor rejection of 'dirty" industries has thus far restricted capital flows to develop such resources and needed infrastructure, as there is insufficient capital to fund all opportunities, meaning those investors able to invest in listed mining development companies are hesitant to take

$CRITICAL METALS CORPORATION(CRML)$ Critical Metals Corp has a large rare earths minerals project in Greenland, this is exactly the thpe of mineral that the USA military industrial complex is looking to find new supplies from in  friendly ally jurisdictions (e.g. not China or Russia etc). Likewise, it has a project in Saudi Arabia, which is trying to put itself on the map and diversify beyond oil, so both projects have good catalysts to get funded. If USA acquires Greenland or just obtaints first refusal over t's resources, companies like this should see their probability of getting funded jump enormously and/or perhaps the company acquired. Also, Critical Metals Corp was out of favor due to a short seller report - whilst this is a risk fin

$BUSYMING(01768)$ I have subscribed for this one!

$IBRX 20270115 15.0 CALL$ See my article for more info on the investment case for ImmunituBio

$IBRX 20270115 10.0 CALL$ See my article for more info on the investment case for ImmunituBio

$ImmunityBio, Inc.(IBRX)$ See my article for more details on the exciting investment case for ImmunityBio, sitting at the confluence of AI and cancer therapies development

$Soluna Holdings, Inc.(SLNHP)$ $Soluna Holdings, Inc.(SLNH)$   To follow on from my article on Soluna Holdings, two other points are relevant: 1. The company is controlled by a private equity firm, which makes a change of control almost inevitable in the end - this underpins the special situation nature of Soluna preferreds, who are entitled to receive $25 + accrueed interest (>$5 currently). 2. Further more, whilst the preferred dividend is not being paid currently, it is still accuring at $1.75/year, so one is earning >15% whilst we wait. 3. Insiders received 2m preferred shares in summer 2024 as part of incentive plans - this was after the dividend had been halted. Why would you issue a eff

This stock has a antimony a key strategic minerals the USA needs for defence industry purposes and where supply is highly controlled by China, Russia, Myanmar and Tajikistan. This is exactly the type of project Trump wants Greenland for and irs more likely to get funded now. The USA needs Antimony. It also holds gold, copper and tungsten exposure. It's part of my Greenland Investment Theme basket, please see my Greenland idea article for more details.

$ENERGY TRANSITION MINERALS LTD(ETM.AU)$ This stock has a rare earth minerals deposit in Greenland, just the type of resources the USA wishes to acquire Greenland for, or to secure supply of from Greenland. It's part of my Greenland Investment Theme basket, please see my Greenland idea article for more details.

$ECLIPSE METALS LTD(EPM.AU)$   I am long as part of a basket on Greenland natural resource names winning from the current situation- see my idea post for more details.

$GLD 20280121 725.0 CALL$ stay headed into gold via long term calls as an overlay to your stock holdings.

This stock has a rare earth minerals deposit in Greenland, just the type of resources the USA wishes to acquire Greenland for, or to secure supply of from Greenland. $ECLIPSE METALS LTD(EPM.AU)$  It's part of my Greenland Investment Theme basket, please see my Greenland idea article for more details.

$CRML 20260227 25.0 CALL$ I am long as part of a basket on Greenland natural resource names winning from the current situation- see my idea post for more details.