AndrewMills

AndrewMills

Now looks like a smart time to be investing in MNKD. Not only is Afrezza a better insulin than many available, not only does the technosphere eliminate a lot of potential unnecessary needles... the technosphere is the potential gold mine here. Imagine the FLU SHOT being a thing of the past... for the new, improved delivery system of a FLU INHALER. FDA can fast...

AndrewMills

Taking a long position here. This is the only unhedged uranium miner in the industry. They had halted production during the low U prices, but prices are on the upswing and they will capitalize from it. Their in-situ recovery method is established, they have reserves, and they own a ton of property in the USA. The best part of the story... the CEO is Iranian...

AndrewMills

EXXI is a terrific buy. Kyle Bass increased his position... of which he bought at much higher prices. This company has free cash flow, spends a lot on CAPEX, and with their recent acquisitions, they will save 80M a year just in consolidating these synergies...

AndrewMills

Home prices are falling, less and less applications for homes, and rising interest rates... nothing is going well for the housing hangover...

AndrewMills

With the strong dollar affecting foreign profits, and other cigarette companies showing lower profits, plus the continued negative sentiment towards the industry, this retest of the high is a good place to go short.