Here is the big question with Wallbox-- A) I came up with the idea of reverse poles and sending the juice into the house in times of emergency blackouts. I did not patent this. Did wallbox? So the advantage to WBX is they have this really neat feature-- Who makes bidirectional EV chargers? Wallbox Quasar 2 allows homeowners to charge and discharge their EV, home, and export to the grid. It also enables the use of a charged EV battery to isolate and power the home during blackouts. I don't know how tight the patent is... It seems to me Ford is working on the same thing, maybe in a slightly different way. To me it Does Not seem exclusive... But if it was... I'd be all in.
Van would you say Mattaport is your favorite SPAC. I am trying to come up with a super tight list. - What do you think of Ginko Bio?
Every day I look at my board and everything is red except shoo stocks.... It is impossible to walk around without shoes in a city.
Of course, there's a reason RH is down so much. On the recent earnings release, RH missed revenue expectations, but more importantly, Friedman issued very cautious guidance, projecting only 5% to 7% growth for 2022 -- a big deceleration from the 32% growth seen in 2021. Friedman noted on the conference call with analysts that inflation is very high and RH's costs are going up, especially for shipping... There is the question is the brand trying to do too much: RH is set to open its first design gallery in Europe. The Gallery at the Historic Aynhoe Park will open this year, in what's being billed as a "17th-century, 73-acre estate in the English countryside." Along with this year's opening, RH has also secured sites in France and Germany, and it's in negotiations for other sites in Italy, Spain, and Belgium. The reason Buffett's investment in Coca-Cola in the 1980s was so successful was that Coke was about to spread very far internationally, which was something investors underappreciated at the time. With the opening of RH England this year, RH may be on the cusp of doing the same. Perhaps even more audacious, RH is expanding its brand from furniture into hotels, restaurants, and private yachts and jets. This year, the company will open its first RH Guesthouse in New York; will have two new restaurant concepts across San Francisco, New York, and England; will make its two private Gulfstream jets available for charter; and will christen RH3, its luxury yacht available for charter in the Mediterranean or Caribbean.
At the end of 2021, RH had 459,000 members. And in just two years, revenue has taken off. But perhaps more importantly, the operating margin hasdoubled-- a sign of brand strength that company's luxury bet is working. Either Buffett or one of his lieutenants, Todd Combs or Ted Weschler, bought 1.2 million shares of RH(RH2.43%)back in 2019, when prices were well under $200 per share. March 11 rallied from $325 April 1st rally from $321 April 7 rally from $317 In my view the stock is attempting to bottom in the $320-$330 range> The stock is being split 3-for-1 <--- Van do you have an in by date?
The satellite, called Amber-1, is a partnership between the Catapult and Horizon Technologies. Built by AAC Clyde Space in Scotland, it will be launched by Virgin Orbit’s LauncherOne on its historic flight from Spaceport Cornwall this year – a mission that is expected to mark the first ever orbital launch from a United Kingdom spaceport. The objective of the mission is to demonstrate for the first time how launch from the United Kingdom can benefit the rapidly growing UK space sector and can enable organisations to rapidly deploy new technologies to orbit, with a complete end-to-end capability coordinated from UK soil. Amber-1 is expected to be the first of 20+ planned Amber™ satellites to provide Maritime Domain Awareness (MDA) data to users. Using unique, patented technology, the system will geolocate and demodulate radio frequency (RF) data from ships around the world. Horizon Technologies’ data will be used by governments to provide information on the tracking and prevention of illegal fishing, smuggling, trafficking, piracy, and terrorism. Information collected through the programme will be provided to the United Kingdom’s Joint Maritime Security Centre (JMSC). "We are delighted to work with the Catapult and Horizon to launch Amber-1 on this planned historic flight, the first to bring domestic launch capability to the United Kingdom. We believe tracking shipping from space is vital to keeping the seas safe and that Amber-1 is a key technology that will aid this endeavour. This important technology, and Virgin Orbit’s collaboration with the Catapult are the latest signs of the growth we are seeing across the UK space economy. This is galvanized by our planned capability to launch straight from the United Kingdom to orbit," said Virgin Orbit CEO Dan Hart.