GBA's "2021 Stock Phantasma"

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

  1. Missed it Van. But I don't watch Cramer he's a fool. Really has lost his touch in a big way. Buying Crypto now... sad sack.
     
    #4771     May 12, 2021
  2. I've got some contacts down South who tell me there is massive hoarding of gas going on if this runs through the weekend with any set back we are looking at a serious serious situation.

    There is a play here Scorpio tankers and such. Believe the symbol is STNG I own it in some account I have to track it down. But gas will have to be shipped rather than pipelined very expensive but good for the shippers.

    FireEye could benefit.
     
    #4772     May 12, 2021
  3. There is a trend developing in the EV market " Battery Swapping " I noticed in that electric motorcycle stk... that in their ads a guy leaves the house with a battery in his hand. They don't show him removing the other but it's implied. He's leaving the house with his battery...

    Renault makes a key EV decision: To battery swap or not
    • As it looks to deepen its presence in the electric car market, Renault(OTC:RNSDF)is considering introducing battery-swapping capabilities, which would significantly cut waiting times at recharging stations. "It's not decided, but I see it as an interesting opportunity," CEO Luca de Meo told the FT. "We need to find a pragmatic solution, but from a business point of view, there's a point separating the battery from the car." The French automaker is part of the Renault-Nissan-Mitsubishi Alliance, which is one of the biggest car manufacturers in the world and a leader in EVs (think the pioneering Leaf and best-selling Zoe).
    • Backdrop:Interestingly enough, Renault was once a trailblazer in battery swapping technology for electric vehicles. Starting in 2010, the carmaker became the primary partner for Better Place, an Israeli startup that hoped to revolutionize the e-mobility industry. The company initially set up shop in Israel, Denmark and Hawaii, but was plagued by financial difficulties and mismanagement, and eventually went bankrupt in 2013.
    NIO is the clear leader in this area... and it interesting to note NIO has stabilized as other EV stocks continue to fall... LI, etc.

    So all these charging plays... they could be big time shorts if this Battery Sharing breaks out, this could be equally bad news for the environment & good news for battery makers? <----
     
    #4773     May 12, 2021

    • Enter NIO:
      The Chinese EV maker just recorded a milestone of 2M battery swaps to date and plans to double its Chinese network to more than 500 stations in 2021. Each NIO(NYSE:NIO)battery swap takes only a few minutes (and comes with a full charge), compared to the 35 minutes it takes a Supercharger to load a Tesla battery from 10% to 80% (its even slower at home). Besides quicker turnaround times, battery swapping technology also allows EV makers to decouple the cost of batteries from their vehicles, meaning drivers aren't worried about depreciating battery capacity or the value of their cars.
     
    #4774     May 12, 2021
  4. vanzandt

    vanzandt

    Easy Stoney. He's far from a fool. Yeah I know all the "real" traders here roll their eyes, but one, its not easy to do a show like that 5X a week, and two, the man has damn near every major ceo's # in his speed-dial.
    If you ever see him in an interview where he's being serious, his depth of knowledge is unparalleled. I don't care what anybody says. Its easy to cast stones, but lets see any of them, yourself included, accomplish what this man has. He's an entertainer second, most people miss the brilliance behind the facade.
     
    #4775     May 12, 2021
  5. #4776     May 12, 2021
  6. vanzandt

    vanzandt

    Stoney, its Wednesday. This was news Monday and Fireye took off already. Duh.

    Hey I heard some blurb about three NY Yankees that had the vaccine and tested positive again.
    Uh-oh.
     
    #4777     May 12, 2021

  7. What are you smoking? Jesus he's a clown prince fool. The real story he's so afraid of Twitter and the bad shout outs that he changes his view on Robin Hood Investors. No spine. No face. NoBody. All this man has is his dollars and little Eddie Lampert living under his staircase.

    I've watched Jimbo for years-- he's totally lost it... I do have a grudge with him long story-- he stole a T shirt from me but I won't get into it.

    Listen, I feel the same way even more so about the morons on at noon. I've watched them flip back and forth on the market telling the viewers to buy more tech even as value was screaming to them. Their frozen faces in fear as Apple descends down 10% it's hard to watch. We need some new blood in the CNBC lineup... If they would meet my demands I would be willing... I just don't think anyone wants to hear the truth. We called this market out ages ago Van- the very first top.. While they ALL said Buy Buy Buy!
     
    #4778     May 12, 2021
  8. vanzandt

    vanzandt

    Right again.
    :rolleyes:
    Gotta pay attention to those options Stoney!
     
    #4779     May 12, 2021
  9. vanzandt

    vanzandt

    I wanna hear the T-shirt story! :D
     
    #4780     May 12, 2021