GBA Presents: House of Gummy-!

Discussion in 'Stocks' started by stonedinvestor, May 13, 2023.

  1. I'M IN LOVE-- THEY SPECIALIZE IN DAMS.

    [​IMG]
    Shimmick Corp (SHIM) Reports Solid Earnings Amidst Strategic Shifts

    GuruFocus Research
    Tue, December 19, 2023, 5:58 PM EST


    In this article:
    • SHIM
      -0.08%





    • Shimmick Corp (NASDAQ:SHIM) reports a net income of $35 million in Q3 2023, with a significant year-over-year increase.

    • Adjusted EBITDA rose to $42 million, marking a substantial improvement from the previous year.

    • The company's strategic shift towards higher margin projects contributes to a 260 basis point gross margin expansion.

    • Shimmick Corp (NASDAQ:SHIM) maintains a strong backlog valued at $1.2 billion as of September 29, 2023.
    On December 19, 2023, Shimmick Corp (NASDAQ:SHIM) released its8-K filing, announcing its financial results for the third quarter ended September 29, 2023. The company, a leader in water infrastructure, reported a net income of $35 million, a significant increase from $18 million in the same period in 2022. Diluted earnings per share also saw a notable rise to $1.58, up from $0.82 in the prior year.

    Financial Performance Overview
    Shimmick Corp (NASDAQ:SHIM) experienced a slight revenue decrease of 5% year-over-year, totaling $175 million for Q3 2023. This was primarily due to a decrease in revenue from legacy jobs awarded prior to the January 2, 2021 AECOM Sale Transactions. However, the company's strategic shift towards higher margin, lower risk jobs has paid off, with gross margin dollars reaching $17 million, or 10% of revenue, compared to 7% in the same period in 2022.

    Adjusted net income for the quarter stood at $37 million, a 70% increase from the previous year, while adjusted diluted earnings per common share reached $1.67. Adjusted EBITDA also saw a significant boost, climbing to $42 million, a 63% increase from Q3 2022. The company's backlog remained robust at $1.2 billion as of September 29, 2023.

    Strategic Initiatives and Market Position
    CEO Steve Richards expressed satisfaction with the company's performance, attributing the success to Shimmick's ability to self-perform complex water projects and a strategic shift in job-bidding. Richards highlighted the company's transition to higher margin projects, which has been central to its profitability growth.

    Shimmick has become more profitable, as evidenced by the year-over-year expansion of our gross margin in the third quarter of 260 basis points and increases in adjusted net income to $37 million, or 70%, and adjusted EBITDA to $42 million, or 63%, from the prior year quarter,"
    said Richards.

    Shimmick Corp (NASDAQ:SHIM) is recognized as a top builder in the water infrastructure sector, with a history of working on significant projects such as the largest wastewater recycling and purification system in California and the Hoover Dam. The company's expertise and strategic focus on high-margin projects position it well for continued growth and profitability.
     
    #11011     Dec 19, 2023
  2. SHIM Insider Activity

    2 insider buys @$7.00 and we are talking 52 week B/O

    142,857

    142,856

    Both exact same amount // bought non open market on 11/15
     
    #11012     Dec 19, 2023
  3. vanzandt

    vanzandt

    A red day is inevitable Stoney. Tomorrow? Maybe. The next day? Maybe. I mean what's your point? I asked you earlier to assign some numbers to that call. Like will the SPX drop 40 points? 10? 120?
    It's pretty obvious we're due for a slight pullback.... what's a correction? I thought your year end target was 4888. So in other words we'll have a normal day at the end of a 10 day run. Brilliant call.
     
    #11013     Dec 19, 2023
  4. Goooooood Morning. Everybody.

    -- My Overbought Indicators kicked in yesterday. /

     
    #11014     Dec 20, 2023
  5. I DON'T LIKE TO THROW OUT NUMBERS UNLESS I HAVE DONE TA WORK!

    Which I have not this is simply an overbought warning.

    --Opendoor Technologies just downgraded at BTIG

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    --Mirati Therapeutics downgraded to Neutral from Buy at Citi
     
    #11015     Dec 20, 2023
  6. MGNX Revisit)))))))))))))))))))) Hummmmmmmm.

    You know I tell you guys everything... watch this f*ing MGNX-- I had a real bad feeling inside the moment i sold it...

    MGNX MacroGenics, Inc. If I get back in it will stop...
    She's looking up.
    $7.11 0.42(+6.20%) :mad:

    #15590 Mar 21, 2023 Report
    Reply Share


    MacroGenics, Inc. (MGNX)
    NasdaqGS - NasdaqGS Real Time Price.
    9.23+0.55(+6.34%)
    At close: December 19 04:00PM EST
    9.56+0.33(+3.58%)<-------------------:caution:
    Pre-Market:04:56AM EST
     
    #11016     Dec 20, 2023
  7. That was a bad sell.

    It is a pleasure to report that the MacroGenics, Inc.(NASDAQ:MGNX) is up 74% in the last quarter. But that doesn't change the fact that the returns over the last three years have been disappointing. In that time, the share price dropped 66%. So the improvement may be a real relief to some. While many would remain nervous, there could be further gains if the business can put its best foot forward.
     
    #11017     Dec 20, 2023
  8. I was out and about yesterday and didn't follow our gummies. I will take a look at them again this morning...I never got in> Today I favor Blend Labs-

    Weds Gummy-->Blend Labs, Inc. (BLND)
    NYSE - NYSE Delayed Price. Currency in USD
    Follow

    2.2800+0.0800(+3.64%)
    At close: December 19 04:00PM EST
    2.4600+0.18(+7.89%)<--------------------
    Pre-Market:07:06AM EST
     
    #11018     Dec 20, 2023
  9. Starting to find some neat construction companies:


    BDT:CABird Construction Inc. Crazy good chart


    0.23(+1.61%)
     
    #11019     Dec 20, 2023