Portfolio Position: Paysafe raises FY21 revenue view to $1.530B-$1.550B, from $1.520B-$1.550B 07:01 PSFE Consensus is for FY21 revenue $1.54B. Sees FY21 adjusted EBITDA $930M-$970M, and gross profit $480M-$495M. I think this is big news because the estimate was out there but nobody believed it now it's FACT.
Paysafe reports Q1 revenue $377.4M, consensus $366.4M » may Have Found My Wind Play! U.S. Silica price target raised to $12 from $3 at Barclays 06:57 SLCA Barclays analyst J. David Anderson raised the firm's price target on U.S. Silica to $12 from $3 and keeps an Equal Weight rating on the shares. The company is the sole supplier to most of the facilities of the largest U.S. producers of composite fiberglass for wind turbine blades, and management estimates that its products are used in "greater than 80%" of U.S. produced fiberglass composites for wind turbine blades today, Anderson tells investors in a research note. Show Related Items >>
Wynn Interactive to become public company via merger with Austerlitz Acquisition Helios Technologies updated guidance above previous range, says Baird 06:23 HLIO Utz Brands to acquire Festida Foods for $41M » 06:02 UTZ Big Buy For UTZ! I wish I had more of this stk! Very slowly $21-$27
Well Van this got downgraded today I've learned my lesson. We'll take the $13. Believe you bought with me- just letting you know. I'm scarred. You wouldn't think it's a Cathy Wood stock but you never know. LYB LyondellBasell $113.44 -0.63(-0.55%)
Yikes we are down to 1,000 share lots! Will her fund blow up? Cathie Wood's ARK Investment discloses 1.36K shares of Palantir bought today ! WTF
Porch.com initiated with an Overweight at Stephens 16:24 PRCH Stephens analyst John Campbell initiated coverage of Porch.com with an Overweight rating and $27 price target. He argues that Porch's model "infuses the best of SaaS" - such as a sticky customer base and highly controllable sales channel - with marketplace's large addressable market and offline-to-online secular trends with "each side essentially offsetting the weakness of the other." Campbell sees Porch having "several growth levers" on the way to $2B in revenue at a 25% EBITDA margin. Vuzix CEO sees 2021 revenue growth "significant" 16:15 VUZI Consensus for 2021 revenue is $21.75M. "The reopening of global economies is waking-up segments of our business that went dormant over the past 14 months due to COVID, specifically within logistics, warehousing, retail picking and e-commerce. At the same time, we continue to see acceleration of our business across healthcare, manufacturing and field service. Our balance sheet is the strongest in our company's history and we believe that we are well-positioned to continue to achieve significant year-over-year comparative revenue growth throughout the balance of 2021, thanks to the growing success of our M-Series and Vuzix Blade Smart Glasses," said CEO Paul Travers. My HF Bought back in yesterday to AFRM!!!! Turns out I was right! > back In The Portfolio just in time for correction! At least they liked my idea! Affirm sees FY21 revenue $824M-$834M, consensus $783.26M 16:15 AFRM >
I saw the same thing on REKR when it was $23 a week or so ago, the borrow was like 25% and there were no shares available, I thought it would squeeze. The damn thing plummeted.
Affirm sees Q4 revenue $215M-$225M, consensus $210.43M » Blink Charging initiated with a Buy at Needham 16:09 BLNK Needham analyst Vikram Bagri initiated coverage of Blink Charging with a Buy rating and $39 price target. Just digging on REKOR fiasco- and I do think it is the contracts I was waiting for that did not materialize. In Florida the budget bill did not move our preferred use of language. We understand that the Florida Department of Highway Safety Expressed concerns to legislative and administrative officials that they are in the middle of a department technology modernization program and did not want to stand up a unit program in isolation from the technology modernization program. The result is that we now offered a high level meeting with the department director to talk through what can be done to advance things and integrate both. This will bring additional opportunities for us to discuss Rekor One with the department and the States CFO. In Tennessee legislature amended and decided to conduct the summer study session on UVED. This study session will help flush out any complications before the legislation gathers back in. In Texas we still don’t know what is happening as there are few more weeks of session there. We did determine that the larger cities in that state are interested and have the ability to [inaudible] the legislation on their own through the process of Home Rule. In sum, we are on a path and have a solid strategy no matter how the political sands shift. >> There may be a glimmer of hope by going city by city instead a of state by state in some cases. Some cities appear to be designated Home Rule cities I'm still looking into this... Well, we were approached by a city in Texas that has Home Rule, you can imagine it's one of the larger cities and they recently passed an ordinance where if they, through the law enforcement identified uninsured motor vehicle on the road, they can pull over and they can impound it, and then you have to pay the impound fees and do a whole host of other things and they did this because it's such a problem down there. Frankly, we hadn't thought about Home Rule and we hadn’t thought about cities like that. We were trying more the approach of you know going the state route, which we're going to continue to do, this is our first year at it. But it's opened up a whole new mindset for us with respect to cities with Home Rule. So our Government Affairs Groups is hard work at that. We've identified a number of cities where they have the right type of Home Rule, where they can be able to do that, and there's plenty of them. We just never thought about it. So it’s something that came to us and we are looking at it. And I would imagine that plenty of these cities need money to and it also plays into the contactless law enforcement, narrative, which I can't say enough about. I just think that that's something that's coming. The other side of employing REKER systems is it stops the inetreactions bewteen Police and regular folk over things as simple as a bad tag or busted rear tail light.> But the less you can have highway or traffic stops by our patrol vehicles, the better off everybody would be. And there's no reason in the 21stcentury to have a police officer pulling over a vehicle for an expired tag an uninsured motor vehicle or lapsed inspection or registration, and we just see it coming that way, so. And can there be a sustainability angle-? So for those of you who are on the call that are going to be at the meeting, you'll see it, and I think when folks see it and understand the amount of data that we collect and the different data points from sustainability to greenhouse gases to you know smart scores to counting electric vehicles to you know weight and tonnage and all the different things that we built this platform to do, I think everyone will understand the value of this platform to you know where we're headed with regard to intelligent roadways, so you know that's where the focus is. It's a boondoggle I grant you. But the world of tomorrow will have massive change on the roadways if these cameras can detect the weight of a truck it does away with alot of weigh stations, if we can count electric cars we can aid in that transformation and if we can keep interactions between the police and the public to a minimum on dumb stuff that's a positive. Eventually a few of these states will come through. The politics of everything are crazy but the cat is out of the bag on this particular technology-- you can raise revenue and lower police interactions with the public... That's a good thing in any State. HOLDING!
Read a interesting article in the NYT. The CDC may of over estimated the risk of catching Covid outdoors by alot. They say it's 10% & it may be around 1%<----- Using studies from Singapore they included a bunch of construction workers who all caught it working together in a situation that had both indoors and outdoors.-- they ate and socialized indoors where they could of caught Covid but they were classified as outdoor workers! <-- this tilted their study. So what is going on?