GBA's "2021 Stock Phantasma"

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

  1. vanzandt

    vanzandt

    I did.

    47X sales.

    This ain't Twilio or Roblox Stoney.
     
    #4521     May 5, 2021
  2. Looks like a Break Out-

    VRRM
    Verra Mobility Corporation
    $14.96
    0.32(+2.19%)
    4:00 PM 05/04/21
    Pre-Market:$15.00+0.04(+0.27%)7:21 AM
     
    #4522     May 5, 2021
  3. Since Dec 24 CHRISTMAS TIME this stk has been zipping along a flatline...

    $13.25-->$15.00 No big Ups No Big Downs a channel stk with a tight range

    $12.90 // $13.50 Bottom channel<-- That looks to be your downside.

    Risk Reward Here Looks Very Favorable!
     
    #4523     May 5, 2021
  4. Verra Mobility Corporation (VRRM)
    Summary
    • Verra has a virtual monopoly on managing red-light cameras and school zone speed enforcement cameras in the United States.
    • Assuming a similar multiple to FleetCor of 35X FCF, Verra would trade at $22-26 <----
    I think a theme we are going to have at some point... is some SPACS wil work.

    This was a SPAC! ->
    unglamorous entrance to public markets via a Special Purpose Acquisition Company (SPAC). The company was formed via multiple acquisitions in the traffic management space, incurring numerous transaction and transformation charges, as well as large goodwill amortization expenses. In addition, the company incurred sponsor fees via the process of going public using a SPAC. The depreciation and amortization charges on the income statement add up to a whopping $80 million per year, yet capital expenditures have stayed below $20 million per year for multiple years in a row. When depreciation and amortization, transaction and transformation expenses, and nonrecurring sponsor fees are backed out of the income statement, and maintenance capital expenditures are assumed to be $20 million going forward, one can unearth a company with normalized operating margins north of 40% per year, which is on par with some of the greatest businesses of all time.

    The large operating margins reflect the wide moat of the business. Verra has a virtual monopoly on managing red-light cameras and school zone speed enforcement cameras in the United States. It is also the leading provider of toll management, violation management, and title and registration services for fleet vehicles and rental car companies in the United States. The company offers parking management solutions in Europe and is looking to expand its toll management operations in Europe, with a pilot program in France ongoing and a recent acquisition of Pagatelia, a small toll management company based in Spain.
     
    #4524     May 5, 2021
  5. Monday))))


    BTIG ups Verra Mobility target to $19 after additional NYC school zone cameras 14:14
    VRRM
    BTIG analyst Mark Palmer raised the firm's price target on Verra Mobility to $19 from $18 and keeps a Buy rating on the shares. The analyst notes that Verra Mobility announced that it has received authorization to proceed with an order of 720 additional school zone safety cameras for the New York City Department of Transportation. Palmer believes success of Verra's New York City school zone safety camera program has put a spotlight on the efficacy of such programs that should help it to gain traction with other states and municipalities. He also views the announcement as supportive of management's assertion that Verra is likely to fully collect on the $99M in past-due accounts receivable stemming from school zone safety cameras installed in New York City during 2020.
     
    #4525     May 5, 2021
  6. We have to bring this show back- Such a good idea
     
    #4526     May 5, 2021
  7.  
    #4527     May 5, 2021
  8. An American Hero-
     
    #4528     May 5, 2021
  9. Weird Stk Not moving. Not a good sign.. Should be up a lot more this is what those options were betting on.....

    Verra Mobility subsidiary inks multi-year deal with Transport for London-
    VRRM
    Verra Mobility Corporation
    $15.11<----------WTF?
    0.15(+1.00%)
    9:31
     
    #4529     May 5, 2021
  10. Facebook Oversight Board upholds Trump's suspension from social-media network
     
    #4530     May 5, 2021