GBA's "2021 Stock Phantasma"

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

  1.  
    #3451     Apr 2, 2021
  2. It will be interesting if SPAC's stabilize here due to the good news. Would note two IPOs price over yesterday for the fist timei n a while...

    Motley Fool takes aim at 2 of the stks we follow-- says they will double quickly... Or could double quickly not sure...

    Gores Holdings VI-
    Special purpose acquisition company (SPAC) stocks were wildly popular not long ago. That's changed quite a bit. Gores Holdings VI(NASDAQ:GHVI)serves as a great example: The SPAC's shares skyrocketed more than 120% year to date by mid-February but are now down over 40% from those highs.

    Gores Holdings VI and spatial data company Matterport announced on Feb. 8 that they plan to merge in a deal that will take Matterport public at an equity value of around $2.9 billion. But Matterport should be able to grow much larger than that relatively quickly.

    Matterport pioneered the spatial data market a decade ago. The company's technology can create a 3D "digital twin" of any physical space. Consulting firm Accenturerecently picked digital twin technology asone of its top five tech trends of 2021.

    The company already has over 250,000 customers, including 13% of the Fortune 1000. However, less than 1% of the more than 4 billion buildings across the world are currently digitized. This represents a $240 billion opportunity for Matterport. The company expects to nearly double its revenue in 2022 with growth accelerating in subsequent years.

    Skillz
    Skillz(NYSE:SKLZ) stands as the biggest loser of these three beaten-down stocks. Shares of the mobile game platform provider soared nearly 120% by early February only to give up all of those gains and then some. The stock is now down over 5% year to date.

    Like DermTech and Gores Holdings VI, Skillz was negatively impacted by the market rotation away from growth stocks. However, the company's decision to sell 17 million shares in a public offering also hurt.

    Skillz's competition-focused approach keeps users more engaged than other leading online platforms. It's also driving tremendous growth. The company's revenue nearly doubled in 2020. Skillz is especially making inroads in converting users to paying customers.

    The mobile gaming market totaled $86 billion last year and continues to grow rapidly. Skillz should be able to increase its market share as it expands internationally and adds new genres of games to its platform. The company's multi-year agreement with the NFL could also provide a big boost.

    Skillz looks like a stock that could easily double your money and perhaps deliver much greater returns than that over the next couple of years.
     
    #3452     Apr 2, 2021
  3. U.S. equity futures have extended early gains :thumbsup:
     
    #3453     Apr 2, 2021
  4. Thinking About IMAX- The theaters are bigger. If you are going to risk it why not risk it in large screen format.

    $20.97<------
    0.87(+4.33%)
    4:00 PM 04/01/21
     
    #3454     Apr 2, 2021
  5. Stoney I found a IPO on VR like VUZI and can’t find the ticker. It was a story about MSFT huge contract had VUZI included. Think it started with a J? I think the $800 Calls was Schwab because I recognize the interface. Hope you, Van and everyone on GBA has a wonderful weekend off. You all deserve it!
     
    #3455     Apr 2, 2021
  6. I believe MVIS nabbed a big one
     
    #3456     Apr 2, 2021
    TrailerParkTed likes this.
  7. vanzandt

    vanzandt

    Hey Stoney.
    I'm not patting myself on the back here, but you know how I have said before I'm very selective of the stocks I pick here vs throwing dozens out per week? Talent for spotting talent and ico stocks, future trends.

    From the yesterday's MF article:

    Matterport pioneered the spatial data market a decade ago. The company's technology can create a 3D "digital twin" of any physical space.

    Fortune 500 consulting firm Accenture (NYSE: ACN) just put digital twin technology on its list of the top five tech trends in 2021.

    The company already has over 250,000 customers, including 13% of the Fortune 1000. However, less than 1% of the more than 4 billion buildings across the world are currently digitized. This represents a $240 billion opportunity for Matterport.

    The company expects to nearly double its revenue in 2022 with growth accelerating in subsequent years.


    --------------------------------------------

    Accenture huh?

    From Feb 9th on this thread:

    vanzandt said:
    A TUESDAY GUMMY FOR ET

    $GHVIU
    $14.50

    New SPAC

    3D imaging.

    Since opening up our platform, leading companies like Autodesk, Procore, and others are helping us extend the customer value propositions across industries and verticals. We offer choices when it comes to digitizing physical spaces with a robust selection of capture devices including the Matterport Pro2, 3rd-party digital and LIDAR cameras, and the smartphone in your pocket. Our Capture Services team delivers scalable digitization as a service all over the world for customers large and small.


    https://matterport.com/sites/default/files/media-files/Matterport Presentation 2021_1.pdf

    edit:
    For real, just looking around their website, this stuff is pretty cool.
    Not sure about their financial status yet, but since when does that matter anyway?
    I can see a huge market for this. Possible buyout early on.
    Gotta check the patents.


    ________________________________________________

    It made it to $23 before it pulled back, but that's not the point.

    Moving on.....

    Now I'm gonna throw out another potential winner. And its funny because that article you just posted actually mentions them. I have been watching this one for awhile now, I found it while trying to figure out a backdoor on the whole sports betting thing.
    https://www.sportradar.com/about-us/our-partners/

    Now this SPAC $HZON that dropped on this NFL announcement by $DYMD, I don't think they are even doing a deal with Sportsradar. They just filed their 10K and there was not one mention of this company. They are still on the hunt. They even list the types of potential acquisitions they are looking for.
    https://www.sec.gov/Archives/edgar/data/1817071/000110465921044857/tm214066d1_10k.htm

    So here's where we're at.
    Sportradar is obviously looking for a SPAC to buy it out.
    There's only two major companies in the world that do this.
    Sportradar is bigger and better.

    When they find a SPAC to take them over, that's the one to own.
    As it stands now, we have no idea who that might be.
    Probably too small for Ackman.
    We shall see, but an RSS feed off Twitter that updates on any mention of this company, that would be the way to go.
    I mean I may be wrong about HZON not doing a deal, but there was no mention at all in their most recent (3/31) 10K.

    If $HZON does in fact get them, then that'll be a good SPAC to own in the sports betting space.
    -vz
     
    Last edited: Apr 2, 2021
    #3457     Apr 2, 2021
    TrailerParkTed likes this.
  8. vanzandt

    vanzandt

    Sports data and digital
    content services
    from the market leader

    Sportradar is a global leader in understanding and leveraging the
    power of sports data and digital content for its clients around the
    world. We provide cutting-edge solutions and services to media
    companies, bookmakers, sports federations and state authorities.

    Sportradar is a truly international organization, employing over 2,000 people in more than 30 locations around the world. Our rapid growth is driven by technological innovation and a deep understanding of our clients’ business needs. Our commitment to excellent service, quality and reliability makes us trusted partners to more than 1,000 companies in over 80 countries. We occupy a unique position at the intersection of the sports, media and betting industries.


    upload_2021-4-2_12-42-8.jpeg

    Stoney, this tennis girl looks like Nasstassia.

    upload_2021-4-2_12-39-45.jpeg
     
    Last edited: Apr 2, 2021
    #3458     Apr 2, 2021
  9. But she hits harder. That Sportstrader sounds great was it public before? Sportrac was the big boy in stats and these guys have stolen their thunder!

    Don't forget about Score SCR-- Joe Terranova's pick -- they have a say in this as well....
    Did Sportstrader save the SPAC market and is now the time to look at GHVI?

    I say prove it I want to be up in both of my SPAC investments before I buy a third!

    Next Week Folks It's all about Water!!! Finally we buy our water play!!!

    - ROAD // VMC

    - AQUA <---------

    Aggregates and construction materials supplier Vulcan Materials(VMC) would be a beneficiary of spending on roads and bridges. Other winners include Astec Industries(ASTE) and Construction Partners(ROAD), according to Ben Phillips, a government-policy expert and chief investment strategist at Savoie Capital. He also likes Evoqua Water Technologies(AQUA) and Great Lakes Dredge & Dock(GLDD). Water stocks still look relatively cheap, he says, and would benefit from clean-water initiatives, including Biden’s plans to replace all lead pipes.

    Our Plumbing stock as well!!!!

    TPIC>

    TPI makes wind turbine blades and is expanding into ultralight bodies and components for electric buses and trucks. Morgan Stanley calls Sunrun a “best in class” solar installer and says SolarEdge has “cutting edge” technology with an expanding market in energy storage and EVs. Both trade at steep market premiums.

    For income investors, three ways to play the green theme areNextEra Energy(NEE), Atlantica Sustainable Infrastructure (AY), and Clearway Energy (CWEN). NextEra is one of the largest renewable-power companies in the U.S. and a utility operator in Florida, yielding 2%. Atlantica and Clearway each own portfolios of assets such as wind and solar farms, yielding 4.4% and 4.0%, respectively.

    << Buys >>

    AQUA--YES

    TPIC-- YES

    ROAD-?

    VMC-?
     
    Last edited: Apr 3, 2021
    #3459     Apr 3, 2021
  10. Loser Of The Week, Month and maybe year...

    Palantir CEO Karp Discloses $10.3 Million Stock Sale. That’s the Tip of the Iceberg.
    April 1, 2021 8:44 am ET

    Palantir Technologies CEO and co-founder Alex Karp this week sold $10.4 million worth of the data analytics company’s shares in a transaction intended to cover the tax liability tied to the vesting of certain restricted stock units. The trades were disclosed in a filing with the Securities and Exchange Commission late Wednesday.

    Karp sold 461,534 Palantir (ticker: PLTR) shares at prices ranging from $21.55 to $23.54 a share from March 29 through March 31.


    Palantir CEO Karp Discloses $10.3 Million Stock Sale. That’s the Tip of the Iceberg.

    [​IMG]
    Don't invest in PLTR I don't care I get these options for nothing and just keep
    selling , it's all a big joke. To make certain people on the inside rich. Oh hey Van!
     
    #3460     Apr 3, 2021