RE: RE: China to Cut Nuclear GoalWenzhou Stir-Fry comes to mind.
The Wenzhou investment technique consists of a method call “Wenzhou Stir-Fry”. This investment method utilizes their local family connections and village relationships. They combine their resources and create a flash mob of buyers.
The Wenzhou technique may have been applied to U stockpiling. I suspect all the rare earth manipulation is bearing fruit in their solar and wind farm roll-outs, but that's a different but related question.
At 40 GW (worst case scenario), that would give them four full years of supply; lets take the midpoint, 60 GW, so six years full year supply. What's the net-net for UUU? Since UUU has existing contracts, but changed their sales management staff, this tells me their sales targets for the quarter were not being reached. Let's assume, 50% of revenue is ensured for the quarter, but the remaining 50% target is in flux; what is their new EPS? PEG would be a different story; guidance will definitely go down.
Off hand, UUU targets may have to take a 40% hit, so $3.9 target ???
LouE's sell/ short at $4 is actually making sense.
Will get 308U's data and try more scenarios later.
https://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=UUU&t=LIST&m=29502553