GBA's "2021 Stock Phantasma"

Discussion in 'Stocks' started by stonedinvestor, Jan 1, 2021.

  1. Atos Shares Surge After Walking Away From $6.5 Billion Rival DXC-OOOOOO THIS IS GOOD WE HAVE A SELL OFF LAST MONDAY TO RECAPTURE!!!
    WE WERE AT $28.70 AND NO DEAL WHOOSH DOWN TO A LOW OF $24.30 THEN GOOD ENOUGH EARNINGS.....<--- CLASSIC COILED SPRING...

    (Bloomberg) -- Atos SE shares jumped the most in more than nine months as investors cheered its decision to walk away from a deal to buy U.S. rival DXC Technology Co.

    Atos’s board of directors “unanimously determined not to pursue” the deal with DXC Technology, the company said in a statement Monday, confirming a Bloomberg News report. DXC’s board decided the Atos offer was inadequate and lacked certainty, the U.S. company said separately.

    A deal with DXC would’ve been transformational for Atos, creating an IT giant with scale to better compete with the likes of SAP SE and Accenture Plc. But investors were taken aback by the size of the combination, people familiar with the matter had said. DXC may have been valued at more than $10 billion in a deal, Reuters had reported previously.<-- ULTIMATELY GOOD NEWS...
     
    #1391     Feb 6, 2021
  2. Time for a freezing cold walk outside. I think we have some good new ideas for next week.

    Cheers~stoney
     
    #1392     Feb 6, 2021
  3. vanzandt

    vanzandt

    That's only because I don't want anyone to listen to me, then me be wrong, and they lose money.

    You know damn well my opinion on SNAP.

    That said, I do think it will pull back this week at some point. Volume was actually a little light compared to the last earnings report.
    Does that matter? Ahhhhhhh.... maybe not.

    It was awful damn strong yesterday.
    But there's the whole option thing too.
    Pegging that thing to $63 cost every damn call buyer AT LEAST 60%.
    Across all strikes.
    The put buyers went to zero, but in comparison, they were few and far between.

    I think it'll pull-back though.

    Here's the thing for the buy and hold types (the truly smart folks... who see this game we play for what it really is... ) if there ever was a stock for the grocery list... this is it.

    Lets see another March 2020 dip across the board. Or even something halfway close.
    Then you buy this thing with every penny you can scrounge.
    For swing trading....if you wake up and see CNBC's "Markets in Turmoil".... take a slow breath, give it a little thought.... and then buy this thing hand over foot.

    (I love it when they run that)

    [​IMG]

    And they change the background score too. The music.
    Too funny.

    D# minor: Feelings of the anxiety of the soul's deepest distress, of brooding despair, of blackest depression, of the most gloomy condition of the soul. Every fear, every hesitation of the shuddering heart, breathes out of horrible D# minor. If ghosts could speak, their speech would approximate this key

    http://www.gradfree.com/kevin/some_theory_on_musical_keys.htm
     
    Last edited: Feb 6, 2021
    #1393     Feb 6, 2021
  4. vanzandt

    vanzandt

    Oh and btw Mr Stoney, I also pointed this out Weds:

    It closed right at $58.50 on Thursday.... the straddle @$4.10/side held on both sides.
    Yesterday's close was $63.64.
    Pretty much balls on perfect.

    Not bad for 85MM shares traded.

    fwiw o' GBA CEO
    ;)
     
    Last edited: Feb 6, 2021
    #1394     Feb 6, 2021
  5. Van I'm going to drive this stock into the ground. SELL SELL SELL I will scream, why ? I have no idea. Somehow I must prove myself correct, this stock must drop. A bunch of snot nosed kids saying don't sell won't work once I get a bunch of my Hedge Fund buddies together and we all decide to punish SNAP this week...

    I like your idea of an Instacart list... or shopping list- we should put one together. To do that we have to have a theme going out from here and I think that's where I am going to differ from most...

    I want an account that can handle sharply higher inflation.
     
    #1395     Feb 7, 2021
  6. What is EXO-CD24-?

    Grain Of Salt News-
    Israel hospital says new COVD-19 therapy cured a majority of patients within days
    Feb. 06, 2021

    • A Phase 1 trial has demonstrated that a new coronavirus treatment helped patients with moderate-to-serious COVID-19 to recover within days,Tel Aviv’s Ichilov Medical Center said on Friday, according to The Times of Israel.
    • Out of 30 patients with moderate or severe COVID-19, who received EXO-CD24, 29 have recovered within three to five days. The recovery took “a few days” longer for the other patient, said professor Nadir Arber, the lead researcher.
    • “The new compound is inhaled once a day for a few minutes, for five days,” Arber said, adding that the trial led to a success rate of 96%. It fights the cytokine storm, an overreaction of the immune system against the virus, which can, eventually, lead to death.
    • EXO-CD24 uses exosomes - important for intercellular communication and function - to deliver a protein named CD24 to the lungs. According to Shiran Shapira, a researcher in Arber’s research team, CD24 located on the surface of cells ‘has a well-known and important role in regulating the immune system,’ helping to control the cytokine storm.
    • “The preparation is directed straight to the heart of the storm — the lungs — so unlike other formulas… which selectively restrain a certain cytokine, or operate widely but cause many serious side effects, EXO-CD24 is administered locally, works broadly and without side effects,” commented Arber.
    well, I have had my share of false alarms out of Israel on a number of these bios-- so big grain of salt here-- but those numbers are impressive if real (with Plasma it was the same and it fizzled) BUT where I get interested being a Atossa holder... Could Atossa's spray therapy contain exosomes?
     
    #1396     Feb 7, 2021
  7. KaChing!

    I came up with an idea but I'm forgetting the name... In this thread there is a 3D printing sort of play that was chugging along... I have to find that...

    Rolling With Yoav.... a Special report.

    • Yoav Stern, the CEO of 3D printing company Nano Dimension(NASDAQ:NNDM), told Globesthat SPACs are raising the prices of privatecompanies and making it harder for companies like his to get acquisitions done.
    • Nano Dimension has raised over $1B in new equity in recent months, and has hired investment banks Needham and CarlSquare to help it find acquisitions in the U.S. and Europe respectively.
    • Mr. Stern described Nano Dimension's acquisition strategy as follows: "We are now focusing on two kinds of acquisition targets: Companies which are able to expand our go-to-market channels and give us exposure to vertical markets, and companies that have transformative technologies and products which are complementary to our product roadmap."
    • The increase in company valuations driven by SPACs is making it harder for Nano Dimension to acquire companies at an acceptable price, he said. As a result, Nano Dimension is increasing its investment in organic growth, specifically in technology and product development.
    • Mr. Stern's complaints about rising valuations should be taken in context. Nano Dimension's stock (NNDM) has risen 893% in the last year and 74% in the last month, resulting in its current enterprise value of over $1.6B (based on the share count and net cash reported in its latest investor presentation). Since the company generated only $3.4M of revenue in the trailing 12 months, the stock therefore trades at an enterprise value to sales multiple of over 480. LOL
    • Nano Dimension's stock has attracted aggressive growth and "story stock" investors like ARK Invest's Cathie Wood. Nano Dimension is the tenth largest holding in the ARK Autonomous Technology & Robotics ETF ARKQ, according to the fund's latest report. It owns over 7 million shares of Nano Dimension, accounting for over 3% of assets under management. ARKQis up over 25% so far this year.<-- That's it! we are killing her!!!!!
    Find that stock for it may be a target for this NNDM.... & view this NNDM as a SPAC an entity that could buy someone with all that cash...
     
    #1397     Feb 7, 2021
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    #1398     Feb 7, 2021
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    #1399     Feb 7, 2021
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    #1400     Feb 7, 2021