GBA Presents: THE GREEN MARKET

Discussion in 'Stocks' started by stonedinvestor, Sep 13, 2021.

  1. THRM-

    The Chart is one of my favorite patterns! Sell off at earnings clawed right back- shook sellers out right near an all time high.

    I think the company successfully lowered the bar to clear in the future.

    Van I am locked out of the Baron's article maybe you can post it?
     
    #3011     Dec 1, 2021
  2. vanzandt

    vanzandt

    Yes. Call the fund.

    Had I seen Ebay at $67 yesterday I would have bought a little for the long haul. Absolutely. Something is gonna happen with Ebay. I actually thought Dorsey leaving Twitter might be some kind of sign. We'll see.

    Back to our airplanes, I agree, this is a dumb idea. What if I'm out there in a sailboat? Who has the right of way? I do. Under maritime law at least. So they have to alter their flight paths?


    I wanna see the one that carries 100 people lol. How much do the batteries weigh in that thing?

    But this is the best line in the whole press release....

    with the convenience, maneuverability, and affordability of a boat.
    :banghead::banghead::banghead: :rolleyes:

    Obviously these MIT engineers missed the day they covered docking in 20 knot winds, and Saltwater 101 as applied to all-electric behemoths kicking up spray like the Maid of the Mist.
     
    #3012     Dec 1, 2021
    stonedinvestor likes this.
  3. American Lithium intersects Lithium-bearing claystone at TLC North 07:26 LIACF American Lithium announce…

    LIACF-@$4.24 <-----

    American Lithium initiated with a Buy at Roth Capital 11/09 LIACF Roth Capital analyst Joe Reagor initiated coverage of American Lithium with a Buy rating and C$7.50 price target. The analyst believes the company is poised to advance its lithium projects toward construction decisions while offering investors a "unique mix" of leverage to lithium and uranium.



    Simon Clarke, CEO of American Lithium states, “We are excited to have started this exploration drilling program with the successful discovery of thick lithium claystone on new targets at TLC North. Once complete, this exploration program will morph into our larger development drill program with the approval of the PO expected shortly. We are also excited for the start of drilling at Quelcaya near Falchani, which should commence very soon.

    The Company continues to advance its projects in both Nevada and Peru with a maiden PEA for TLC anticipated by end of Q1 2022 and updated PEAs at both Falchani and Macusani projects targeted for Q2 and Q3 2022, as American Lithium continues to evolve into a leading lithium developer focused on the Americas.”
     
    #3013     Dec 1, 2021
  4. I don't want to get too cute here but CFLT fell right back into that support.

    Confluent, Inc. (CFLT)

    78.02-6.42(-7.60%)
    At close: November 30 04:00PM EST
    80.00+1.98(+2.54%)
    Pre-Market:08:16AM EST

    - signed TopTick
     
    #3014     Dec 1, 2021

  5. Took off at Noon! on that Jana report!

    Zendesk, Inc. (ZEN)

    $102.11+7.00(+7.36%)
    At close: November 30 04:00PM EST
     
    #3015     Dec 1, 2021
  6. I would like to stress that SNAP is not a good chart-

    Jan 14 SNAP has low of $48

    Jan 27 SNAP has low of $48

    March 29 SNAP has al ow of $48

    5/13 low of $49.90

    7/16 low of $59<--------

    recent break down zone $55.

    If I just look impartially at those plot points I would say a trade to $55 is virtually guaranteed from $48... and you probably have a one in four chance of it keeping going.

    It would SEEM stress the SEEM that $48 level is a safe(ish) place to buy SNAP.
     
    #3016     Dec 1, 2021
  7. A) SNAP

    B) EBAY

    C) LIACF

    D) THRM

    E) INVZ
     
    Last edited: Dec 1, 2021
    #3017     Dec 1, 2021
  8. vanzandt

    vanzandt

    Granny's shorts.

    This is like last year when anything with blockchain in the name quadrupled overnight. Now it's Lithium.
    Miners are miners are miners. Capital expenditures, labor, environmental issues.... Lithium is a commodity in plentiful supply where the big operators already are and have been. SQM and ABQ.
    And their elephants.
    GBA will let the clueless fish in those waters.

    BACK TO THESE AIRPLANES...
    This intrigues me lol... I can't help it. The whole saltwater thing.
    I mean do you realize the amount of electronics these things are gonna have?!
    There is no way on gods green earth they can build something that waterproof.
    These things will fly 2 days, and then spend 3 weeks in whatever repair facility they have in store for them.
    Who is this airline anyway speaking of granny's shorts? Did they get bailout money? Because they sure are wasting $200M on this one. It's the dumbest idea of all time.
     
    #3018     Dec 1, 2021
  9. I follow the swimming pool stocks.

    Yesterday Latham was up quite a bit in the face of the carnage and that was due to an M&A situation-

    Took off at Noon.
    Latham Group, Inc. (SWIM)
    NasdaqGS - NasdaqGS Real Time Price. Currency in USD

    25.77+2.32(+9.89%) :wtf:
    At close: November 30 04:00PM EST
    26.01+0.24(+0.93%)
    Pre-Market:08:00AM EST


    Latham Pool Products
    Tue, November 30, 2021, 7:00 AM
    Complements Latham’s Existing Portfolio and Expands Its Addressable Market

    LATHAM, N.Y., Nov. 30, 2021 (GLOBE NEWSWIRE) -- Latham Group, Inc. (“Latham” or “the Company”), the largest designer, manufacturer, and marketer of in-ground residential swimming pools in North America, Australia, and New Zealand, today announced that it has acquired Radiant Pools for approximately $90 million. The acquisition expands Latham’s product portfolio into vinyl-lined, aluminum-walled swimming pools, which are an affordable option that allow consumers to create the ultimate backyard experience, and which provide solutions for a variety of backyard pool applications.

    Based in Albany, NY, Radiant Pools was formed in 2005 following its acquisition of Trojan Pools, who invented the vinyl-lined, aluminum-walled category in 1957. Radiant Pools uses patented technology, derived from aerospace engineering, to make structurally insulated wall panels, which makes its products a durable and aesthetically pleasing option for homeowners. Vinyl-lined, aluminum-walled pools can be installed fully in-ground or fully above-ground, depending on homeowner needs. They can also be installed on slopes and be partially in-ground and partially above-ground.

    “Radiant Pools is an excellent addition to Latham’s product portfolio since it complements our existing business and enables us to expand our addressable market,” said Scott Rajeski, President and Chief Executive Officer of Latham. “Radiant Pools primarily serves the Northeastern U.S., giving us the opportunity to roll its outstanding products across North America in partnership with Latham’s industry-leading dealer network. We are excited to welcome Radiant Pools to the Latham family and look forward to working with Tony Sirco, Radiant Pools’ prior owner, who will stay on as a partner and oversee its integration into Latham.”

    “Radiant Pools pioneered the vinyl-lined, aluminum-walled swimming pools category with a premium quality product. Latham has been a long-standing partner of ours, and we share a dedication to providing superior products to dealers and homeowners,” said Tony Sirco, President of Radiant Pools. “As part of the Latham family, we believe that we can accelerate our strong growth, and we look forward to a bright future together.”

    Radiant Pools generates approximately $35 million in annual sales. The acquisition was funded through a combination of Latham’s existing cash and incremental borrowing under the Company’s revolving credit facility, which was amended to provide for incremental term loans in an aggregate principal amount of $50 million. The acquisition is expected to have no material impact on Latham’s fiscal 2021 outlook.

    About Latham Group, Inc.
    Latham Group, Inc., headquartered in Latham, NY, is the largest designer, manufacturer and marketer of in-ground residential swimming pools in North America, Australia and New Zealand. Latham has a coast-to-coast operations platform consisting of over 2,000 employees across 32 facilities.

    About Radiant Pools
    Headquartered in Albany, NY, Radiant Pools is the market leading manufacturer of vinyl liner aluminum swimming pools that can be built completely in-ground, semi-in-ground, or above ground. Radiant Pools products are sold directly to swimming pool dealers throughout North America.


    It is strange to have a buyout that is not positive to earn right away move a stk this much>
     
    #3019     Dec 1, 2021

  10. Innoviz Technologies(INVZ)

    Last up is Innoviz, another tech stock – but this one has a much more hands-on approach. Innoviz is a producer of LiDAR systems for the automotive market. These advanced sensor systems (LiDAR stands for ‘light detection and ranging’) were originally developed for cartographic applications, allowing aircraft and satellites to create highly accurate topographic maps – but they have been adapted by automobile manufacturers as the ‘eyes’ of the cars, and are now a vital technology in the autonomous vehicle niche.

    Innoviz’ products, InnovizOne and InnovizTwo, are solid-state LiDAR sensors specifically designed for automotive applications. They are rugged, light-weight, and are compatible with Level 3-5 autonomous vehicles. InnovizOne is on the market now, and InnovizTwo is scheduled for launch before year’s end. The products have market applications in a range of niches, from trucking to robotaxis to consumer vehicles, and even in industrial drones, sidewalk delivery tech, and heavy machinery.

    The company reported its 3Q21 earnings on November 10, and since then the stock has started reversing its year-long decline. The quarterly report showed continued progress on key automotive programs. Importantly, InnovizTwo, which boasts higher performance than the InnovizOne, can now be provided directly to customers with Innoviz as a Tier 1 supplier. Engineering samples of InnovizTwo will be available before the end of this year. On the financial end, the company reported $2.1 million in total revenues, a modest sum that reflects the company’s ‘ramping up’ status – but the top line was up 106% from the year-ago quarter.

    As for Cathie Wood, she was impressed enough by Innoviz to buy up 352,816 shares in the company in Q3. This stake has a current value of $2.36 million.

    Wood isn’t the only INVZ fan. Covering the stock for investment banking firm Cantor, analyst Andres Sheppard takes up coverage of this stock with a bullish attitude.

    Management noted in Q3 call that they are in late stages negotiations with another large automobile manufacturer and competing only with one other supplier. We think landing this opportunity would result in significant upside," Sheppard opined.

    "While management appears more focused on applying their LIDAR solutions primarily to passenger vehicles, we believe the technology could also complement other applications such as radar, traffic lights, cameras, agriculture, etc. Overall, the total market opportunity continues to be quite large (Cantor previously calculated a $4B TAM…) and we continue to believe this is conservative,” the analyst added.

    To this end, Sheppard puts a $9 price target here, implying a 12-month upside of 33%, along with an Overweight (i.e. Buy) rating. (To watch Sheppard’s track record,click here)

    All in all, Innoviz has a unanimous Strong Buy consensus rating based on 3 positive analyst reviews. The shares are priced at $6.8 and the $10.33 average price target suggests ~52% upside from that level.

    [​IMG]
     
    #3020     Dec 1, 2021