RCM Forecast + Trading Strategies


Bullish Case: A buyout/major strategic deal remains feasible given RCM fundamentals and sector positives. Helium volatility being lower than market in key areas suggests reduced downside risk.


Bearish Case: Ongoing uncertainty from accounting issues, lower recent price action, and potential further disruption from market conditions pose significant headwinds.


Potential Outcomes:

1) Buyout/major deal boosts price to $18 (40%).

2) Persistent issues, price at $9 (20%).

3) Status quo, price stabilizes around $11-$13 (40%).


Trading Oracle: Bearish bias: trade bearish debit spreads (e.g., October puts), hedging against continued soft price action and high anticipated volatility. Time horizon: 3-6 months for optimal exposure.


July 03, 2024


R1 RCM Forecast

RCM      R1 RCM











Correlated Assets

Assets that tend to move strongly with RCM



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MLI Forecast + Options Trading Strategies   MLI  Mueller Industries (0.87)


LSCC Forecast + Options Trading Strategies   LSCC  Lattice Semiconductor (0.85)


ESTA Forecast + Options Trading Strategies   ESTA  Establishment Labs (0.83)


CFLT Forecast + Options Trading Strategies   CFLT  Confluent (0.82)



Uncorrelated Assets

Assets with little price relationship to RCM



WGMI Forecast + Options Trading Strategies   WGMI  Valkyrie ETF Trust II - Valkyrie Bitcoin Miners (0.0)


HASI Forecast + Options Trading Strategies   HASI  Hannon Armstrong Sustainable Infrastructure (0.0)


CRUS Forecast + Options Trading Strategies   CRUS  Cirrus Logic (-0.0)


KNX Forecast + Options Trading Strategies   KNX  Knight-Swift Transportation (0.0)


EWQ Forecast + Options Trading Strategies   EWQ  BlackRock Institutional (0.0)



Anticorrelated Assets

Assets that tend to move strongly against RCM



X Forecast + Options Trading Strategies   X  United States Steel (-0.69)


AFRM Forecast + Options Trading Strategies   AFRM  Affirm (-0.7)


PDD Forecast + Options Trading Strategies   PDD  Pinduoduo (-0.72)


CWCO Forecast + Options Trading Strategies   CWCO  Consolidated Water (-0.72)


UVIX Forecast + Options Trading Strategies   UVIX  VS Trust - 2x Long VIX Futures (-0.78)





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