GBA PRESENTS- the public games

stonedinvestor · Jul 21, 2025 at 8:29 AM

GM~~

I'm cleaning and hightailing to the city.

Fluence Energy price target raised by $5 at Susquehanna, » 07:49 FLNC

stonedinvestor · Jul 21, 2025 at 8:35 AM

Tectonic Therapeutic initiated with bullish view at Truist, » 06:25 TECX

stonedinvestor · Jul 21, 2025 at 8:37 AM

Interesting.. since GBA went neutral on markets...

stonedinvestor · Jul 21, 2025 at 8:39 AM

EU readies its reprisals as Trump pushes for higher tariffs

“If they want war, they will get war,” a German official told the WSJ, while noting there was still time to hammer out a deal.

stonedinvestor · Jul 21, 2025 at 8:40 AM

stonedinvestor · Jul 21, 2025 at 8:43 AM

stonedinvestor said:
This idea reminds me of Puretek. PTC. We had that idea when it was but a black blob of a stk and it did very well mostly without me. Concept stock and almost a build a market and they will come stk. Nothing established always forward concepts, breaking barriers. New ways of thinking.

None of that makes a good investment but I see the exact same set up here with Fluence. If the market materializes this is a +300% idea.

FLNC Fluence Energy, Inc.-YTD DOWN 64%

$5.70 0.03(+0.53%)1:35 PM 06/18/25
NASDAQ |$USD |Realtime

Earnings Call Insights Fluence energy revises FY2025 guidance to $2.7B amid tariff challenges and strategic product updates

Revised fiscal 2025 revenue guidance is set at $2.7 billion, reflecting a $700 million reduction due to paused U.S. contracts amid tariff uncertainties. Adjusted EBITDA guidance is revised to a midpoint of $10 million, reflecting anticipated tariff-related headwinds and operational adjustments.

Ok that's a terrible PR. $700 mln reduction I get it/ but the stk inched up that day (May 7). The stock did not go down on this news. This is the type of clues you look for when spotting bottoms. April 28 the tariff news came out HSBC downgraded and said the stk was in the ' eye of the storm ' of Trump tariffs. Stk wasa $4.20 that day... again we drifted up slightly...

Granted it's an uphill trek with anti-green sentiment and some battery storage is drawn of course off solar & wind fields and they may be reduced. But this tech is malleable and the Co could pivot to storing less green sourced power. And in the end power and remote on site power is the name of the game.

Maybe not lost in the earn reduction is the fact that $2.7 billion is a lot of revenue for any company. Especially a speculative energy idea.-

Company Profile

Fluence Energy, Inc., through its subsidiaries, provides energy storage and optimization software for renewables and storage applications in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company sells energy storage products with integrated hardware, software, and digital intelligence. Its energy storage products include Gridstack Pro, a large-scale front-of-the-meter application; Gridstack, a front-of-the-meter application; Sunstack, a DC-coupled energy storage product for DC-coupled solar and storage projects; Edgestack for smaller-scale commercial and industrial use cases; and Ultrastack for critical system requirements of distribution and transmission networks. The company also provides engineering and delivery services to support the deployment of its storage products; operational and maintenance services; and digital applications. It serves independent power producers, developers, conglomerates, utilities/load-serving entities, and commercial and industrial customers. Fluence Energy, Inc. was founded in 2018 and is headquartered in Arlington, Virginia.
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UPDATE- Up 54%

FLNC Fluence Energy, Inc.

$8.96 0.72(+8.74%)4:00 PM 07/18/25
NASDAQ |$USD |Pre-Market:$9.12+0.16(+1.79%)8:23 AM

stonedinvestor · Jul 21, 2025 at 8:45 AM

Have at it. I'll touch base @3:30.

stonedinvestor · Jul 21, 2025 at 8:47 AM

stonedinvestor said:
Tectonic Therapeutic initiated with bullish view at Truist, » 06:25 TECX
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TECX Tectonic Therapeutic, Inc.

$21.91-1.37(-5.88%)4:00 PM 07/18/25
NASDAQ |$USD |Pre-Market:$22.59+0.68(+3.10%)8:28 AM

Has trouble getting vol. Not in.

stonedinvestor · Jul 21, 2025 at 8:52 AM

If you can get this article I think it's wall st journal. I found it on my phone.

Prices on everything basic have skyrocketed on AMZN-

A can of Clam Chowder has gone from under $2 to $2.58

Stackable basket Ohio based co imports from China was $9.31 Now $19.99

the list goes on and on and on....

AMZN gonna get busted.

stonedinvestor · Jul 21, 2025 at 9:08 AM

stonedinvestor said:
Oh I see::: ANglo is now Valterra & stk moves better... Other symbol prob being phased out.

ANGPY Valterra Platinum Limited

$7.08 0.25(+3.69%)3:32 PM 06/23/25
Pink Current Info |$USD |Delayed
20,000 employees.

Company Profile
Valterra Platinum Limited engages in the production and supply of platinum group metals, base metals, and precious metals in South Africa, Asia, Europe, North America, and internationally. The company produces platinum, palladium, rhodium, ruthenium, iridium, and osmium; and nickel, copper, cobalt sulphate, and chrome, as well as gold and sodium sulphate. It also offers fuel cell electric vehicles. The company was formerly known as Anglo American Platinum Limited and changed its name to Valterra Platinum Limited in May 2025. The company was incorporated in 1946 and is headquartered in Johannesburg, South Africa.
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Now $8.77 inn pre break out phase.