GBA PRESENTS- the public games

Discussion in 'Stocks' started by stonedinvestor, Jul 22, 2024.

  1. Moncler just upgraded at Bernstein, » 05:15 MONRY

    Eos Energy resumed with a Buy at Stifel » 05:12 EOSE

    Mizuho upgrades Corning on optical review, share pullback » 05:08 GLW

    EPR Properties just upgraded at Raymond James, » 04:59 EPR

    <<<<<<<<<<<<<<<<<<<<>>>>>>>>>>>>>>>>>>>>>>

    Take-Two pipeline clarity de-risks FY26 estimates, says BofA » 07:26 TTWO

    We'll see how 10:00 treats us--- this is the one name I'm hot for buying.
     
    #1901     Aug 21, 2024


  2. This thing has been acting like it wants to take off! I have been watching closely for purchase.
     
    #1902     Aug 21, 2024
  3. I'll put Jack Henry on the watch list-- don't know him.

    Just Jack Daniels. ;)
     
    #1903     Aug 21, 2024
  4. Company Profile
    [​IMG]
    Jack Henry & Associates, Inc., a financial technology company that connects people and financial institutions through technology solutions and payment processing services that reduce the barriers to financial health. It operates through four segments: Core, Payments, Complementary, and Corporate and Other. The company offers information and transaction processing solutions for banks ranging from community to multi-billion-dollar asset institutions; core data processing solutions for various credit unions; and specialized financial performance, imaging and payments processing, information security and risk management, retail delivery, and online and mobile solutions to financial services organizations and corporate entities. It also provides a suite of integrated applications required to process deposit, loan, and general ledger transactions, as well as to maintain centralized customer/member information; and complementary products and services that enable core bank and credit union clients to respond to evolving customer/member demands. In addition, the company’s core banking platform offerings include SilverLake system, a robust system primarily designed for commercial-focused banks; CIF 20/20, a parameter-driven, easy-to-use system for banks; and Core Director, a cost-efficient system with point-and-click operation, as well as core credit union platform under the Symitar name. Further, it provides digital products and services and electronic payment solutions; purchases and resells hardware systems, including servers, workstations, scanners, and other devices; implementation, training, and support services; and software licensing and related services, professional services, and data centers. Jack Henry & Associates, Inc. was founded in 1976 and is headquartered in Monett, Missouri.
     
    #1904     Aug 21, 2024
  5. [​IMG]
    Target may have solved one of retail's biggest problems: Theft

    Target (TGT) is hitting its goals on inventory shrink.

    On a call with reporters, Its CFO and COO Michael Fiddelke told Yahoo Finance the company has hit a plateau when it comes to shrink, including retail theft.

    "[Inventory shrink] was one of the tailwinds to profit in the quarter, and as we stepped into the year, our aim was to have shrink plateau, and so to improve from the deterioration we've seen over the last couple of years, two quarters in — we're achieving that and then some," Fiddelke said.


    Shrink can be the result of theft, damage, or poor record keeping, among other factors.

    In its second quarter report, Target's 28.9% gross profit margin beat estimates, up from 27% a year ago.

    Target said shrink increased by more than $500 million last year compared to 2022, "representing about 50 basis points of incremental rate pressure," Fiddelke said on the company's Q4 earnings call in March.

    Profits took a $700 million hit from the issue in 2022. From 2019 to 2023, the company said shrink costs reduced its operating margin rate by a "cumulative 1.2 percentage points."

    Collaboration with local officials, expanding locked cases
    [​IMG]
    Target, on a limited basis, implements tools such as locking cases for merchandise categories that are prone to theft. This Target store located in Jersey City.
    "The things that we feel good about are the progress we're seeing in our partnerships at the federal and state and local level," Fiddelke said.

    But the work is ongoing, and the company is hoping to keep making progress in the quarters ahead.

    Part of the strategy included closing nine stores at the end of last October.

    "We cannot continue operating these stores because theft and organized retail crime are threatening the safety of our team and guests, and contributing to unsustainable business performance," the company said in a statement at the time.


    The closed stores included one in Harlem, New York City; two in Seattle; three near San Francisco and Oakland; and three in Portland, Ore.

    At some hard-hit stores, Target also installed locking cases for "prone to theft" merchandise.

    Other tactics include investing in additional security members and third-party guard services and training store leaders and employees to "protect themselves and de-escalate potential safety issues associated with organized retail crime incidents," the companysaid at the time.

    It also planned to partner with the investigations division of the US Department of Homeland Security to develop cyber defense technology. The tech could create custom tools that analyze fraud and other crimes.


    Other retailers have also shared progress on solving the issue.

    Last week, Walmart (WMT) CFO John David Rainey told investors on its earnings call that in its "core merchandise mix," the company saw "a little bit of benefit from improved shrink in the quarter," a trend that started in Q1.

    Dollar General (DG) converted 12,000 of its stores away from self-checkout this year.

    "While this represents a significant change in our stores, we believe this is the right course of action to drive increased customer engagement while also better positioning us to begin reducing shrink in the back half of '24 with a more material positive impact expected in 2025," CEO Todd Vasos said during its Q1 earnings call.

    TJX Companies, Inc. (TJX), the parent company of TJ Maxx, Marshall's, and Home Goods, said during Q1 that it plans for shrink to be flat year over year.

    At the end of 2023, the discount retailer introduced body cameras for its loss prevention associates.

    "When somebody comes in, it's sort of — it's almost like a deescalation where people are less likely to do something when they're being videotaped, so we definitely feel that that's playing a role," CFO John Klinger told investors.



    >>>>>>>>>>>>>>>>>>>>

    This article misses CVS. I saw the CEO on Cramer and she too has a plan and it was interesting
    I was so angry because I had been working on solutions for this problem using cell phones and I tuned out.. another multi million dollar idea that i will not benefit from despite thinking of it first.....
     
    #1905     Aug 21, 2024
  6. Speaking of million dollar ideas:

    I was preparing a peanut butter & jelly sandwich and unbeknownst to me I had some goldfish crackers on the plate typical cheddar variety, I laid the bread on top and the goldfish stuck into the white bread.

    So when I took my bite there was scary crunch I thought was a tooth falling out followed by a pleasing flavor of cheddar in my peanut butter...

    YUM!!!!!
     
    #1906     Aug 21, 2024
  7. I'll be back later BE VERY CAREFUL TODAY!-:



     
    #1907     Aug 21, 2024


  8. EOSE Eos Energy Enterprises, Inc.

    I'm going to have to do a search/ Believe we used these guys once--maybe insider driven...


    $1.89-0.09(-4.55%)4:00 PM 08/20/24
    NASDAQ |$USD |Pre-Market:$1.97+0.08(+4.23%)8:18 AM
     
    #1908     Aug 21, 2024
  9. Eos Energy Enterprises, Inc.

    HAD AN INSIDER BUY AUG OF 23' @ $2.04 36,500 SHARES CEO

    IT'S RARE TO SEE AN INSIDER SO WRONG...

    EOSE Eos Energy Enterprises, Inc.
    $1.13-0.03(-2.59%)4:00 PM 02/12/24
    NASDAQ |$USD |Pre-Market:$1.12-0.01(-0.88%)9:11 AM

    #13574 Feb 13, 2024 Report
    Reply Share

    [​IMG]
    stonedinvestor
    REV 2023 17.95M

    REV 2024 169M <----------------------

    GBA BUY EOSE*************************************

    A MINI FLNC!!!!!!

    Eos Energy Enterprises Achieves “Power On” Status of all Motion Systems on its First State-of-the-Art Manufacturing Line and Provides Preliminary Results

    Eos Energy Enterprises, Inc.
    Tue, Feb 13, 2024, 8:30 AM EST8 min read
    [​IMG][​IMG]
    Eos Energy Enterprises, Inc.
    Figure 1:

    [​IMG]
    Expected Q4 and Full Year 2023 Revenue
    EDISON, N.J., Feb. 13, 2024 (GLOBE NEWSWIRE) -- Eos Energy Enterprises, Inc. (NASDAQ: EOSE) (“Eos” or the “Company”), a leading provider of safe, scalable, efficient, and sustainable zinc-based energy storage systems, today announced that it achieved “Power On” status of all motion systems on its first state-of-the-art manufacturing line and expects to record revenue of $6.6 million for the fourth quarter, a 148% increase versus fourth quarter 2022. Full year 2023 revenue is expected to be $16.4 million as the Company transitioned manufacturing to the Eos Z3TMCube and ramped up its semi-automated manufacturing facility. As a result of this transition, full year 2023 gross margin is expected to improve by 30% to 50% over the prior year. The Company had an ending cash balance (excluding restricted cash) of $69.5 million and an orders backlog of $534.8 million as of December 31, 2023.


    The Company also provided further details on its first state-of-the-art manufacturing line and its preliminary fourth quarter and full year 2023 revenue.

    State-of-the-Art Manufacturing Line Update
    At the end of January, the Company, and its automation partner, ACRO Automation, achieved a significant milestone towards Factory Acceptance Testing in ACRO’s Wisconsin facility. ACRO recently fully powered on the core Eos Z3 battery assembly section of the state-of-the-art manufacturing line. This begins equipment commissioning, along with controls configuration and uploading software into programmable logic controllers (PLCs) to operate conveyors, indexers, robots, and pneumatic devices. During the week of February 5, the Company successfully powered on the second half of the line that performs final Eos Z3 battery module assembly and testing, achieving “Power On” of all motion systems on the line. The Company is on track for the first state-of-the-art manufacturing line to be installed and commissioned in Eos’s Turtle Creek facility in Q2 2024.

    Fourth Quarter 2023 Revenue
    Q4 2023 Revenue is expected to be $6.6 million, up 148% compared to Q4 2022 revenue of $2.7 million and up 866% compared to Q3 2023 revenue of $0.7 million. The year-over-year growth in revenue was a result of the Company’s transition from Gen 2.3 to the Eos Z3 Cube while the sequential growth was driven by higher production volumes off its semi-automated production line. The Eos Z3 Cube has higher power density than Gen 2.3 with a streamlined manufacturing process driven by the Eos Z3 battery module design that incorporates 50% fewer cells, weighs 79% less and has 98% less welds that takes current manufacturing cycle time to below 4 minutes versus the Gen 2.3 which took 90 minutes to fully manufacture. The Company shipped its first Eos Z3 Cubes at the end of September to two different customers and is currently in the process of delivering a project owned by a large North American Infrastructure Fund in Orchard, Texas.


    THERE IT IS!
     
    #1909     Aug 21, 2024
  10. I KNEW IT! the memory of a drunk elephant.

    The growth here is large.

    Dec 24' rev $64 mil

    Dec 25' rev $287 mil estimate<-------:caution:

    We are growing at 55%-58% clip.

    Last 3 months EOSE +163% :wtf:

    1 year down 36%<-----
     
    #1910     Aug 21, 2024