GBA's "2021 Stock Phantasma"

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

  1. Shame on me I came within a whisker of selling REKR two times over the past week or so.
     
    #4721     May 10, 2021
  2. My antenna was up but I was hoping for contracts.
     
    #4722     May 10, 2021
  3. Damn -! This ruins my whole qtr.

    MYT Netherlands Parent B.V. (MYTE)- Best Idea Now.
    But nobody cares.


    $28.19+0.11 (+0.39%)


    Sprouts Farmers Market, Inc. (SFM)-

    $26.99+1.18 (+4.57%)<-----:thumbsup:
     
    #4723     May 10, 2021
  4. vanzandt

    vanzandt

    Yeah right.
    :rolleyes:

    Lots of action on HydroFarm (HYFM) $65 calls, all buys.

    Your DriveShack is down another 5%.
    Cathie might have sold that too.
     
    #4724     May 10, 2021
  5. vanzandt

    vanzandt

    SAN MATEO, Calif.--(BUSINESS WIRE)-- Roblox Corporation(RBLX) , a global platform bringing millions of people together through shared experiences, released its first quarter 2021 financial results today and separately posted a letter to shareholders and supplemental materials on the Roblox(RBLX) investor relations website at ir.roblox.com.

    First Quarter 2021 Financial Highlights

    Revenue increased 140% over Q1 2020 to $387.0 million
    Net Loss for Q1 2020 was $134.2 million
    Net cash provided by operating activities increased nearly 4x over Q1 2020 to $164.5 million (including one-time direct listing expenses of $51.9 million). Exclusive of one-time expenses related to our direct listing, net cash provided by operating activities would have been $216.4 million.
    Bookings increased 161% over Q1 2020 to $652.3 million
    Free Cash Flow increased 4.1x over Q1 2020 to $142.1 million
    Average Daily Active Users (DAUs) were 42.1 million, an increase of 79% year over year driven by:
    87% growth in DAUs outside of the US/Canada
    111% growth in DAUs over the age of 13
    Hours Engaged were 9.7 billion, an increase of 98% year over year primarily driven by:
    104% growth in engagement in markets outside of the US/Canada
    128% growth from users over the age of 13
    Average Bookings per DAU (ABPDAU) was $15.48, an increase of 46% year over year
    April 2021 Key Metric Estimates

    Daily active users were 43.3 million, up 37% from April of last year and up sequentially from 42.3 million in March 2021
    Hours engaged were 3.2 billion, up 18% year over year and flat sequentially from March 2021
    Bookings were between $242 million and $245 million, up 59% - 61% year over year and up sequentially 7% - 9% from March 2021 when bookings were $225.3 million
    Average bookings per DAU were between $5.59 - $5.66, up 16% - 17% year over year and 5% - 6% sequentially from March 2021
    Revenue was $143 million - $145 million, up 136% - 140% year over year and 5% - 7% sequentially from March 2021
    “A fundamental part of being human is connecting with others, and we’re inspired by the way in which the Roblox(RBLX) community creates and shares experiences to play, work and even learn together,” said David Baszucki, Roblox(RBLX) CEO. “The opportunity of what we’re building at Roblox(RBLX) is massive, and we will continue to make long-term investments as we build a human co-experience platform that enables shared experiences among billions of users.”

    “Our first quarter 2021 results enabled us to continue investing aggressively in the key areas that we believe will drive long term growth and value, specifically hiring talented engineering and product professionals and growing the earnings for our developer community,” said Michael Guthrie, Chief Financial Officer of Roblox(RBLX). “We believe we must continue to innovate and so remain focused on building great technology to make progress on our key growth vectors, primarily international expansion and expanding the age demographic of our users.”

    Earnings Q&A Session

    Roblox (RBLX) will host a live Q&A session to answer questions regarding their first quarter 2021 results on Tuesday, May 11, 2021 at 5:30 a.m. Pacific Time. The webcast will be open to the public at ir.roblox.com.
     
    #4725     May 10, 2021
  6. vanzandt

    vanzandt

    Short the $66.50
    Posts Q1 Revenue $387M, vs. Street Est of $572.3M
     
    #4726     May 10, 2021
  7. vanzandt

    vanzandt

    Look at that cnbc bump.
    $67.50
    I say short it AH's here.

    Edit: its a good report. The analysts must have set that top-line number way way high.
     
    Last edited: May 10, 2021
    #4727     May 10, 2021
  8. Vtechno

    Vtechno

    Thanks for the tip. Made a quick 10% trade :thumbsup:
    upload_2021-5-10_20-9-54.png
     
    #4728     May 10, 2021
    vanzandt, Centuria100 and janes like this.
  9. Good AM:

    Rumors were swirling yesterday that there was some forced liquidation by a fund was it Cathy Wood's? Or someone else.. the second shoe to drop after the first fund blow up appears to have happened.

    Portfolio Position MIME reports-
    Mimecast sees FY22 revenue $569.7M-$579.7M, consensus $563.56M
     
    #4729     May 11, 2021
  10. Mimecast sees FY22 revenue $569.7M-$579.7M, consensus $563.56M

    L Brands to split off Victoria's Secret instead of sell it, NY Times reports »

    Portfolio Position PLTR reports-
    Palantir sees FY21 adjusted free cash flow over $150M

    Palantir sees Q2 revenue $360M, consensus $344.31M »
     
    #4730     May 11, 2021