GBA's "2021 Stock Phantasma"

janes · Jul 8, 2021

GHVI matterport is down 5% today to $14. do we like it? think it will go lower?

vanzandt · Jul 8, 2021

vanzandt said:
Yes.
Usually on days like today, stocks like TSLA, and some of these other stupid super-high short interest stocks go up. Don't ask me why, but I've seen it a gillion times.

So TSLA at $627
AMC at $40
GME at $179

All pre-market quotes.
TSLA... maybe not. Its stale now.

My pick... AMC at $40
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There ya go Stoney...

TSLA $637
AMC $43.30
GME $187

You wanted gummies on "a day like today".
And as noted, AMC is doing the best.

TrailerParkTed · Jul 8, 2021

vanzandt said:
There ya go Stoney...

TSLA $637
AMC $43.30
GME $187

You wanted gummies on "a day like today".
And as noted, AMC is doing the best.

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Bought the $70 SNAP puts when you recommended shorting it, thanks! Holding AMC $45 Puts from yesterday and XELA(Purchased $2.70). Excellent work on SNAP, you are the F/A King!

vanzandt · Jul 8, 2021

TrailerParkTed said:
Bought the $70 SNAP puts when you recommended shorting it, thanks! Holding AMC $45 Puts from yesterday and XELA(Purchased $2.70). Excellent work on SNAP, you are the F/A King!
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I bet energy goes green today.
XLE
its down .20%

stonedinvestor · Jul 8, 2021

vanzandt said:
There ya go Stoney...

TSLA $637
AMC $43.30
GME $187

You wanted gummies on "a day like today".
And as noted, AMC is doing the best.

More...

Are these shorts or longs? Confused.

My wife tried the Old Fashoned Knob Creek mixed drink last night ans she said it was really good! Yes we need to get a SPAC going with Knob, I've already sent them an email. Good symbol KNOB-! I think these could sell like hot cakes this summer.

stonedinvestor · Jul 8, 2021

Biohaven Pharmaceutical Holding Company Ltd. (BHVN)
$115.63+3.38 (+3.02%)

Didn't pull back too far. Very Strong stk. I know some folks triggered in at $113. I'm still on the sidelines.

stonedinvestor · Jul 8, 2021

vanzandt said:
The tech
The company's ÑuSat satellites weigh just 42 kilograms (or 93 pounds) each to launch and are about the size of a kitchen dishwasher. Satellogic signed a multi-launch agreement with SpaceX earlier this year to launch the rest of the 300 satellites for its "Aleph" constellation – named in reference to a short story by Argentinian writer Jorge Luis Borges "about an object that allows you to see everything that is happening in the world," Kargieman said.

Satellogic is vertically integrated, which Kargieman emphasized is a "big differentiation that allows us to hit 60 to 100 times better unit economics than any other player in the small satellite market."

The current ÑuSats capture images at 70 centimeters per pixel and can cover 300,000 square kilometers of Earth in a day. Combined with a cost of $450,000 per satellite, Kargieman says his company has unit economics that "nobody" else in the Earth imagery market can match.

"You don't really have to focus on the unit economics so much for the defense market, as they are willing to pay a different price point for the data," Kargieman said. "If you really want to deliver to mainstream applications, as we plan to do, then you have to be able to deliver it at zero marginal cost."

The market
The Earth imagery marketplace is dominated by demand from defense and intelligence agencies, but is growing in applications for the energy, insurance, agriculture and forestry sectors. A report by space research firm Euroconsult estimates satellite imagery has an $140 billion total addressable market.

"We think this is a winner takes most or winner takes all market," Kargieman said. "This is a supply limited market – governments just can't get enough data today; there's not enough satellites out there."

Satellogic aims to be able map the entire planet weekly by 2023, and daily by 2025, to tap "over $40 billion" worth of opportunities in the market.

"We will also have the ability to revisit points of interest roughly every five minutes, so we will be able to do things like give you a two-minute long video of any event developing in the world," Kargieman said.

Satellogic's investor deck highlighted a use case example with oil pipeline monitoring, as Kargieman said the company did a pilot program with a major oil and gas corporation 18 months ago. The company needed to monitor about 1,800 miles of pipeline every other week, which cost about $750 per mile to check with aircraft. Satellogic "demonstrated similar detection capabilities at costs of less than" $60 per mile, the company said.

China
While Satellogic's presence around the world allows it to work with U.S. allies, and the company has a local subsidiary Satellogic North America to work with the U.S. government, it's also betting on China through its office in Beijing.

"We think the Chinese market for commercial applications will be very interesting and it's a nascent market for observation … it is growing from practically scratch because Chinese companies have not been allowed so far to build technology to deliver data to the commercial market," Kargieman said.

The CEO declined to comment on concern about the government ownership structure of many Chinese companies, saying instead that Satellogic is focused on private players.

"In China we're selling to commercial players in the market – information of what is happening inside of China for consumption inside of China – so we don't see any concerns," Kargieman said.

Growth goals
Satellogic booked $0 revenue last year, but expects to see that tick up to near $7 million in 2021 due to new contracts that began generating revenue in April.

"Up until last year we were testing more technology in orbit and improving the technology and validating the commercial model," Kargieman said.

The company has a backlog of about $38 million in signed contracts so far, and forecasts a "near-term pipeline" of $800 million in opportunities over the next two years, according to an investor slide deck. But Satellogic will need to generate over $100 million in annual revenue to meet its goal of profitability by 2023. The company then expects capital expenditures will remain relatively low as revenue soars, aiming to generate $255 million in free cash flow once it has its full Aleph constellation in orbit.

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CFV $9.90
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There's a bunch of these space locating plays coming out now the field is very crowded.
Contributing to space junk is a no no. We have a strong opinion about that.

A)The skyline should not change due to orbiting technology.

B) We don't need a shitload of floating dishwashers in space.

IRDM is a good stock in the same field. A guy was on TV this morning talking about this he said scatter shoot the sector most will fail. Easy for him to say who has that much money.

stonedinvestor · Jul 8, 2021

The winner of the contest will travel to the South American nation to spend a full 30 days traversing the country, including stops in Ouro Preto, Nova Olinda, Boa Vista, Aracruz, and a very dark cave filled with bats.

Beyond visiting destinations in all regions of Brazil, the winner will also receive a meeting with the nation's President. Then, to end the epic journey, the winner will be infected with the newest variant of Covid by said bats and attend the 2020 Carnival celebrations in Rio de Janeiro, a "super spreader event" and if that's not enough: Carnivals in Pernambuco, Bahia, and Sao Paulo.

The winner will not only get to travel around the nation but will also have the entire experience filmed for a reality television show.

"The winner will be filmed from the moment he leaves home in their country. To when he enters the South American Hospital.

Zwaen · Jul 8, 2021

vanzandt said:
And as noted, AMC is doing the best.

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+5.10% ...

stonedinvestor · Jul 8, 2021

TuSimple Holdings Inc. (TSP)Low was $52 something? I left the house. Chart says it can go lower but this maybe it.

$54.97-0.23 (-0.42%)

Russel Index has fought back.