GBA's "2021 Stock Phantasma"

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

  1. Coupang, Inc. (CPNG)
    NYSE - Nasdaq Real Time Price. Currency in USD

    $42.47+0.57 (+1.36%)
    As of 9:43AM EDT. Market open.
     
    #4421     May 3, 2021
  2. COPT Executes 55,000 SF Lease with Rekor Systems at 6721 Columbia Gateway


    New World Headquarters for Rapidly Growing Roadway Intelligence Company

    April 29, 2021 04:30 PM Eastern Daylight Time
    COLUMBIA, Md.--(BUSINESS WIRE)--Corporate Office Properties Trust (NYSE: OFC) (“COPT” or the “Company”) executed a 55,000 square foot lease with Rekor Systems, Inc. (“Rekor”), a provider of real-time roadway, customer, and public safety intelligence to enable AI-driven decisions. Rekor is the largest tenant in COPT’s recently repositioned 6721 Columbia Gateway Drive, which will serve as Rekor’s new global headquarters.
     
    #4422     May 3, 2021
  3. vanzandt

    vanzandt

    REKR is setting up for a short squeeze.
    Buy it.
     
    #4423     May 3, 2021
    Centuria100 likes this.
  4. vanzandt

    vanzandt

    Stoney!
    RBLX to $90 by Friday in front of earnings?
     
    #4424     May 3, 2021
    stonedinvestor likes this.
  5. Van I think the trade is from $72 -> $78.

    I learned from AFRM to take some off at the PT which was $77 for AFRM I sold half and it's crashed all the way back! Now Motley Fool hates them! Talk about finicky.

    BofA starts Roblox at Buy with $78 price target 04/05 RBLX Before the open, BofA analyst Ryan Gee initiated coverage of Roblox with a Buy rating and $78 price target, contending that the company has a "blend of business models unlike anywhere else in mobile." Roblux combines the communication utility of social networks such as TikTok or Snap (SNAP) with the monetization and engagement of AAA gaming franchises like Fortnite, Call of Duty, or GTA Online along with the "democratized content creation" seen with the likes of Unity (U), YouTube (GOOGL) and Twitch (AMZN), all while standing apart from gaming peers with economics of online marketplaces like DoorDash (DASH), Airbnb (ABNB) and Etsy (ETSY), Gee argues.
     
    #4425     May 3, 2021
    Centuria100 likes this.
  6. Cameco call volume above normal and directionally bullish 12:25 CCJ Bullish option flow detected in Cameco with 22,242 calls trading, 1.4x expected, and implied vol increasing over 4 points to 53.45%. Sep-21 20 calls and Jun-21 25 calls are the most active options, with total volume in those strikes near 6,800 contracts. The Put/Call Ratio is 0.16. Earnings are expected on May 7th.

    --Cameco restarting Cigar Lake mine in April
     
    #4426     May 3, 2021
    • Mazda U.S. sales surged 184.4% in April
      • Mazda (OTCPK:MZDAY) reports unit sales increased 184.4% Y/Y to 31,117 in April.
      • Car sales jumped 137.3% to 6,621 units while Truck sales expanded 200.6% to 24,496 units.
      • CPO sales expanded 187 % to 6,880 units for the month.
      • YTD Mazda U.S. sales +45.5% to 114,375 units.




      |Today, 11:48 AM
     
    #4427     May 3, 2021
    • AnSEC filingfor UK startup Rockley Photonics, which has a wearable sensor platform for continuously monitoring biometrics like blood glucose and hydration, lists Apple(NASDAQ:AAPL) as one of its "few large customers."
    • Rockley says that only two customers accounted for all of its 2020 revenue and 99.6% of 2019 sales. Apple wasn't specifically mentioned as one of those customers, but it seems likely since Apple was mentioned in the filing at all.
    • The UK startup, which is prepping to go public through a SPAC merger, says its technology will appear in consumer products by 2022. Glucose monitoring is a long-rumored feature for future Apple Watch models.
     
    #4428     May 3, 2021
  7. Vanguard expects value to outperform growth over the next 10 years
    • A recent report was put out for market participants going over the outlook of both value and growth-related investments and what the future potentially holds for both.
    • In the note, Vanguard stated: “We expect value to outperform growth over the next ten years by five to seven percentage points, annualized, and perhaps by an even wider margin over the next five years.”
     
    #4429     May 3, 2021
  8. eBay edges higher as CEO says looking at NFTs, cryptocurrency for payments
    • eBay(NASDAQ:EBAY)gained 1.2% partly as the CEO said the company is looking at non-fungible tokens or NFTs.
    • "We're looking at it and exploring opportunities as for how we can enable it on eBay in an easy way," CEO Jamie Iannone said in aninterview on CNBC.
    SPAC target Enjoy called the next big thing in retail
    • SPAC target Enjoy is called one of a few companies well-positioned to capitalize on experiential commerce at home in a glowing profile published by Loup Ventures.
    • "It's no coincidence that brands like Peloton, Carvana, Tesla, and Apple are excelling at experiential retail at home. Premium brands seek to deliver a premium experience, because that’s what their customers want. Enjoy is a pure play on the theme, unlocking that opportunity for premium retailers at scale, driving customer engagement, increasing customer satisfaction, pushing average order values higher with accessories, and ultimately increasing a customer’s lifetime value. Eventually, we believe all premium brands will offer an in-home experiential commerce strategy, which we believe could eventually account for up to a third of these brands’ revenues."
    • There is also an interesting Apple(NASDAQ:AAPL)angle to the Enjoy story.
    • "Every 25 years there's a paradigm shift in retail. The next one is experiential commerce in the home. Enjoy is a commerce at home pure play, founded by Apple's retail visionary, Ron Johnson," notes analyst Gene Munster ina follow-up tweet.
    • The Loup team thinks fair valuation on Enjoy today should apply a 5.6X revenue multiple on 2022 sales estimates to yield a $1.4B level. "Looking out two years from now, valuation will likely be based on 2024 revenue estimates, which should be around $700m. Applying a 4x revenue multiple to 2024 sales, which is more conservative than the current comp group’s multiple, yields a $2.8B valuation," reasons the firm.
    • SPAC Marquee Raine Acquisition(NASDAQ:MRAC)confirmed its deal to take startup Enjoy public last week. The transaction values the combined company at an implied pro forma enterprise value ofapproximately $1.2B, representing 4.8X the company's estimated 2022 revenues.
     
    #4430     May 3, 2021