Stocks in Play - August 21st 2025

Stocks in Play: GRO

Welcome to today's Stocks in Play report. Below are the key stocks to watch, along with brief x-ray and analysis.

If you find this Newsletter helpful and ever want to say thank you then feel free to Buy Me a Coffee. It’ll inspire me to work faster….

I use Benzinga Pro (Essential) for 90% of my research each day. I have recently subscribed to a LIFETIME subscription for $1650. This is incredible value. If this is something you’d be interested in then shoot me an email ([email protected]) and I’ll put you in touch with the Rep to receive the agreed price. I couldn’t recommend it highly enough.

I’ve also made a Custom GPT for earnings. You can use it here for free on ChatGPT. BornInvestor Earnings Analyst. Happy to hear any feedback.

Honorable Mention to:

GRO: Brazil Potash Executes Definitive Offtake Agreement With Keytrade Fertilizantes Brasil. Binding Take-or-Pay Agreement represents second major offtake commercial milestone following AMAGGI contracts now totaling ~1.5 million tons annually, representing ~60% of planned production capacity. This is basically a guaranteed financing for the company. This was signalled in advance but the 60% level is higher than expected. Reasonable chart for a recent IPO and should be moderately disconnected from the overall market.

X-Ray GRO: Industry Group: Aerospace & Defense, Market Cap: 61.12M, Float: 6.52M Short Interest 0.76%, Days to Cover: 0.37, Exchange: NASDAQ

Delayed Reaction Watchlist (click here Tradingview)

Market Awareness

I’m not convinced we’re out of the woods here. I still have open risk but it’s way down from heavy margin on Monday. No delayed reactions look good to me yet. Market still looks weak. I was in no rush yesterday to buy the hammer candles.

A+ Setups are not showing up in the last few days, taking that as a signal to slow down and see where we are at the end of the week. For the record my remaining open positions are SPAI, HSAI, MTCH, EQX, DLO, AS, WULF.

I’m planning a weekend away with my family so depending on how today goes in the market I might take a short week. There will be no newsletter on Monday.

Stay safe out there and don’t be in a rush to jump into lots of trades. Let the market work itself out.

Sources & Services I Use in my Trading:

• Finviz - Short Interest, Float, Articles, Fundamentals (Free)

• Benzinga Pro - News Source + News Squawk + Earnings Data (Paid)

• Tradingview - Charting & Scanning (Paid)

• Koyfin - Fundamental Data (Paid)

• EarningsWhispers - Earnings Calendar (Free)

• Tradersync - Trade Journal (Paid)

_{PS: There are many ways to trade stocks in play. It does not have to be the one that keeps going straight up and sometimes it doesn’t even have to be day one of the catalyst. Everyone must find a setup, timeframe and method that works for them. This list is supposed to educate on the criteria I use and the methods in which I find Stocks in Play. Yours may differ and that is completely okay.}