Week's (Sep 14-18) Metrics and Notes New Stock Purchase, Closed Covered Call

 Here is the week's activities. 

RevGen Trading

- There were no trades made last week. 

KDK Fund

Metrics

Security/ Project	Type	Date of Purchase/Sale	Cost of Investment	EOW Value	Return %
Fuel Cell Energy	Stock	8/3/2020	$2.05	$2.62	27.80%
Silvergate Bank	Stock	8/5/2020	$13.99	$15.98	14.22%
Kintara Therapeutics	Stock	8/21	$1.21	$1.50	23.97%
Microvision	Stock	9/18	$1.67	$1.76	5.39%

Notes

- The September Fuel Cell calls that were sold expired worthless. We now own the stock again and plan to sell another call next week. We are 3 for 3 in the covered call arena and plan to continue using this process to build wealth. 

- A new position in Microvision has been started. We know the company is in a moment of figuring out its direction, with a sale of part or the whole of the company likely. With over 400 patents, and being a leader in the LIDAR space, the current valuation seems low. 

Charity

- The charity will be distributing funds in the next two weeks. 

** This blog is used for opinions and ideas and should not be used as a direction to act without doing your due diligence. As always, we are on Facebook, Twitter, and email through keanevcc@gmail.com**

Week's (Aug 31-Sep 4) Metrics and Notes

 Here are this week's metrics and notes.

Metrics

Security/ Project	Type	Date of Purchase/Sale	Cost of Investment	EOW Value	Return %
Fuel Cell Energy	Stock	8/3/2020	$2.25	2.56	13.78%
Fuel Cell Energy	Sep 18 $4.00 Covered Call	8/21/2020	-$0.17	-0.06	64.71%
Silvergate Bank	Stock	8/5/2020	$13.99	$14.43	3.15%
Kintara Therapeutics	Stock	8/21	$1.21	$1.28	5.79%

Notes

- Fuel Cell Energy releases earnings on September 10. 

- There are 2 weeks (9 trading days) left on the Fuel Cell call. 

- Kintara Pharmaceuticals just closed its $25 million private placement. The story is here. 

**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog, kdkfund@gmail.com, or on twitter @kdkfund.

Week's (Aug 24-28) Metrics and Notes (Fuel Cell, Silvergate Bank, Kintara Therapeutics, more)

Here is this week's metrics and notes. 

Metrics

Security/ Project	Type	Date of Purchase/Sale	Cost of Investment	EOW Value	Return %
Fuel Cell Energy	Stock	8/3/2020	$2.25	2.99	32.89%
Fuel Cell Energy	Sep 18 $4.00 Covered Call	8/21/2020	-$0.17	-0.1	41.18%
Silvergate Bank	Stock	8/5/2020	$13.99	$14.98	7.08%
Kintara Therapeutics	Stock	8/21	$1.21	$1.15	-4.96%

Notes

- The covered call trade has gained 40 percent this week while the stock has stayed put. 

- Virgin Galactic is on the menu in the next month or so. 

**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog, kdkfund@gmail.com, or on twitter @kdkfund.

Week's (Aug 17-21) Metrics and Notes

 Here is the week's metrics and notes. 

Metrics

Security/ Project	Type	Date of Purchase/Sale	Cost of Investment	EOW Value	Return %
Fuel Cell Energy	Stock	8/3/2020	$2.09	2.92	39.71%
Fuel Cell Energy	Sep 18 $4.00 Covered Call	8/21/2020	-$0.17	$-.0.18	-5.88%
Silvergate Bank	Stock	8/5/2020	$13.99	$14.76	5.50%
Kintara Therapeutics	Stock	8/21	$1.21	$1.17	-3.31%

Notes

- The fund bought back the August $3.00 call for $0.05 on Friday as the price of Fuel Cell was hovering around $3.00. The September $4.00 call was sold for $0.17. The fund still owns the shares at a cost basis of $2.09. The max profit between now and September 18 is $191.00 for each 100 shares that calls have been sold. 

- The fund purchased shares of Kintara Therapeutics. We now have equity interests in companies pertaining to areas of Climate Change, FinTech, and DNA Therapeutics. We are also currently looking at areas of exploration and tech.  

**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog, kdkfund@gmail.com, or on twitter @kdkfund.

Week's (Aug 10-14) Metrics (Fuel Cell, Silvergate Bank, Covered Call)

 Here is this week's metrics and notes.

Metrics

Security/ Project	Type	Date of Purchase	Cost of Investment	EOW Value	Return %
Fuel Cell Energy	Stock	8/3/2020	$2.19	2.73	24.66%
Fuel Cell Energy	Aug 20 $3.00 Covered Call	8/3/2020	-$0.11	-0.08	27.27%
Silvergate Bank	Stock	8/5/2020	$13.99	14.85	6.15%

Notes

- Fuel Cell continues to show strength. We hope it stays put this week so the shares committed for the covered call trade don't get taken away. 

- Speaking of the Covered Call, it finally is starting to break down price wise. 5 more days. Contingency plans are continuing to be formulated for a week from today. 

- Silvergate Bank is in a strong position to benefit from the growing strength in cryptocurrency market. 

**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog, kdkfund@gmail.com, or on twitter @kdkfund.

Weekly (Aug 3-7) Metrics and Notes (Redesigned Portfolio, Fuel Cell Energy, Silvergate Bank, etc.)

 We had a bit of a makeover this week. Below are some metrics and some notes.

Metrics

Security/ Project	Type	Date of Purchase	Cost of Investment	EOW Value	Return %
Fuel Cell Energy	Stock	8/3/2020	$2.19	2.68	22.37%
Fuel Cell Energy	Aug 20 $3.00 Covered Call	8/3/2020	-$0.11	-0.15	-36.00%
Silvergate Bank	Stock	8/5/2020	$13.99	14.58	4.22%

- The fund used some of the money received from selling the call to purchase stock in Silvergate Bank.  


- The fund reorganized in a way where it has now purchased enough shares of Fuel Cell Energy to be able to sell covered call options on a portion of that portfolio. 

**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog, kdkfund@gmail.com, or on twitter @kdkfund.

June 1-5 Metrics and Notes (Fuel Cell Energy, Hannon Armstrong, Hive Blockchain, more)

Below are some metrics and notes for the fund during the past week.

Security/ Project	Type	Date of Purchase	Cost of Investment	Current Value	Return %
Hive Blockchain	Stock	4/16/2020	$0.22	0.29	31.82%
Social Capital	Stock	5/1/2020	$10.20	11	7.84%
Hannon Armstrong	Stock	6/5/2020	30.76	30.18	-1.89%
Microvision	Stock	5/18	$0.93	1.02	9.68%

- The fund sold its position in Fuel Cell Energy. The stock has moved up into a resistance area and provided a profit over 30%. The post for the trade can be found here.

- The fund purchased and equity stake in Hannon Armstrong (symbol HASI). The company's focus on climate change and financial statistics has shown them to be a leader in the space. The post for the trade can be found here.

- The fund purchased more shares in Hive Blockchain (symbol HVBTF). The company continues to increase its mining capacity using clean energy. The post for this can be found here.



**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog, kdkfund@gmail.com, or on twitter @kdkfund.

Stock in Fuel Cell Energy Sold For Profit

On June 5th, Fuel Cell Energy reached a price where the fund sold its stake for a 35 percent profit. Reasons for the trade are below. We will likely revisit Fuel Cell as financials and partnerships become clearer as the technology has the opportunity to have a sizable effect on climate change.

- The price has increased over 35% in the last month
- There is a sizable resistance at the 3.00 range
- The fund is looking to diversify its holdings in regards to climate change


**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog, kdkfund@gmail.com, or on twitter @kdkfund.

May 25-29 Perforance and Notes (Hive Blockchain, Social Capital, more)

Here are some metrics and notes on the fund's holdings.

Security/ Project	Type	Date of Purchase	Cost of Investment	Current Value	Return %
Hive Blockchain	Stock	4/16/2020	$0.16	0.27	68.75%
Social Capital	Stock	5/1/2020	$10.20	10.63	4.22%
Fuel Cell Energy	Stock	5/3	$2.01	2.13	5.97%
Microvision	Stock	5/18	$0.93	0.88	-5.38%

Notes

- No purchases or sales during the week.
- No earnings were released during the week.
- Microvision has regained Nasdaq value requirement while still working on the $1.00 price per share requirement.
- Microvision is the subject of a dispute as to a possible SEC investigation on Seeking Alpha. It is in regards to possible NDA with Microsoft.


**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog, kdkfund@gmail.com, or on twitter @kdkfund.

May 18 - 22 Performance (IBio Inc., Microvision, Fuel Cell Energy, more)

Here are some metrics and notes for the fund's activity during May 18 - 22.

Security/ Project	Type	Date of Purchase	Cost of Investment	Current Value	Return %
Hive Blockchain	Stock	4/16/2020	$0.16	0.26	62.50%
Social Capital	Stock	5/1/2020	$10.20	10.6	3.92%
Fuel Cell Energy	Stock	5/3	$2.01	1.98	-1.49%
Microvision	Stock	5/18	$0.93	0.98	5.38%

- The fund sold its stock in IBio as the value of the investment increased over 60%.

- A position has been started in Microvision again at $0.93. A link to the story is here.
- More shares of Fuel Cell Energy have been purchased.



**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog, kdkfund@gmail.com, or on twitter @kdkfund.