GBA's "2021 Stock Phantasma"

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

  1. vanzandt

    vanzandt

    What do they do Stoney?
    Price/book?
    Price/sales?
    CEO's pedigree?
    Competition?
    Shares outstanding?
    Shares in the float?
    Enterprise value?
    Market cap?
    EV/Ebidata?
    Patents?
    Institutional ownership?
    # of analysts following?
    Their moat?
    Their edge(?).... in one or two sentences or less?

    Explain this company to me.
    Try not to cut and paste Seeking Alpha.

    Who are they and why do they get posted in our thread?!
     
    Last edited: Jul 8, 2021
    #6531     Jul 8, 2021
  2. Van they do cloud stuff I could try and explain it but it would be confusing. There is nothing from seeking alpha there! You seem to have it out for them! I simply dug up the two different hedge funds that have taken 9% passive stakes. That is unusual for a new IPO which they could of gotten in on the last round of financing... Unusual = opportunity. I'll comeback and explain it as best I can but it has to do with keeping data moving, in motion.

    Now lets go deep dive time. The new toilet paper is ammunition. People are hoarding Ammo. Ammo is very hard to find. Police are not taking practics shots and their back orders are long. The delay is long. There is a shortage of Ammo.

    Yesterday among the carnage was an announcement by AMMO that they see Q1 rev at $44 mil.
    No real coverage here... but the one out there had an estimate of 41.3 mil. So a beat of roughly 3 mil. Nobody cared. But i do because on NPR this morning they did a piece about the ammo shortage. Now we don't want a gun manufacturer because those sales are going down post Trump takeover attempt. Apparently everyone who armed themselves out of fear of Black Lives Matter or Antifada have all the guns they can store in their closet. However they have been firing off rounds like there's no tomorrow.

    So--> I posture AMMO.

    AMMO sees Q1 revenue $44M, one est. $41.3M 08:35 POWW "AMMO anticipates reporting $44 million in revenue for the first quarter of the Company's 2022 fiscal year on or before August 16, 2021. We also plan to report our first positive net income quarter," noted Fred Wagenhals, AMMO's Chairman & CEO. Mr. Wagenhals continued, commenting that "the Company's growth trajectory is a testament to the hard work of our dedicated team of professionals working in Wisconsin, Georgia and Arizona. As a result, we are poised to report a 354% year-over-year revenue increase with the anticipated reporting of $44 million in revenue for the first quarter. We are excited about the impact of consolidating our manufacturing operations in Wisconsin and look forward to providing financial reporting to the market through the balance of our fiscal year as we continue to integrate the GunBroker.com platform into the AMMO family. And our manufacturing team will continue their tireless work to ensure we exceed production expectations needed to address the continuing high consumer demand for our products," concluded Fred Wagenhals.

    I think if yesterday was quieter this stk may have moved.

    AMMO is an $8 stock with a good chance of going to $11 in 2 Qtrs time.

    AMMO is my gummy of the day
     
    #6532     Jul 9, 2021

  3. If you had wanted to you could of taken the research from here. Kafka is an open source platform that a ton of businesses really like. It was developed by these geniuses one is really a genius who worked at LinkedIn. The aspect of Confluent that matters to me is the free customers... by smoothing over Kafka interface and merging Kafka users to the paid for Confluent they have a steady stream of potential customers. I guess it's kind of like Red hat in the old days which did this. But of you can start from something that is open and free and then get folks to pay for more while enjoying all the pluses of the open and free model... that's a neat trick.

    Confluent opens at $44, IPO priced at $36 per share 06/24 CFLT Confluent says its cloud-native offering is the "foundational platform for data in motion - designed to be the intelligent connective tissue enabling real-time data, from multiple sources, to constantly stream" across organizations.
    -Kafka is now in use at 80% of Fortune 100 companies.

    -the founders of Confluent, Neha Narkhede, Jay Kreps, and Jun Rao, were the creators of Kafka which they developed while they were senior software engineers at LinkedIn

    -Confluent has penetrated less than 1% of the potential market.

    -Competition is very robust.

    I think this is an earnings play perhaps. Buy it right before earnings.~si
     
    #6533     Jul 9, 2021
  4. vanzandt

    vanzandt

    All-time high.
    America's gonna need these guys, because our grid as it exists today can't handle 100 million cars plugging in nightly.

    https://global.abb/group/en
     
    #6534     Jul 9, 2021
    janes likes this.
  5. Well I don't like the amount of options that AMMO gives away. I have decided to go with GVA.

    ADDED GVA GRANITE CONSTRUCTION @ $40.24
     
    #6535     Jul 9, 2021

  6. Van ABB is spinning off and getting rid of their power stuff but the remaining bizz is strong. Also they should receive alot of cash!

    Is this a buy today? I get a little confused. Sometimes you say buy then short. Is this a BUY BUY BUY? I will do it if you mean it!

    DJ ABB Is Becoming a Wall Street Darling. Its Shares Can Gain 50%. -- Barrons.com
    11:48 AM ET 7/8/21 | Dow Jones


    Swiss industrial giant ABB is becoming a Wall Street darling not only because the global economy is improving, but because the company has some opportunities unique to its business. If one analyst is right, its shares could gain 50% in the coming months.

    Thursday, Goldman Sachs analyst Daniela Costa put stock of Buy-rated ABB (ticker: ABB) -- the maker of automation, robots and electrification products -- on her firm's European conviction list, reserved for Goldman's best ideas.

    The call is helping shares a little. ABB stock is down about 0.3% in early trading, while the S&P 500 and Dow Jones Industrial Average are falling sharply on renewed Covid fears.

    "ABB is not being credited for its self-help or organic opportunities," wrote Costa in a Thursday report. Self-help is what Wall Street calls things a company can do to boost earnings regardless of what's going on in the broader economy. In the case of ABB, Costa believes the company can boost profit margins by up to 5% by turning around underperforming divisions and by selling businesses with below average growth. Better profit margins translate into faster earnings growth.

    ABB trades for about 21 times estimated 2022 per-share earnings, a discount to other stocks she covers, despite faster-than-expected growth.

    ABB has announced plans to spin or sell three businesses -- turbocharging, power conversion and mechanical power transmission. The company also plans to list its EV charging business. Those events can also unlock some value in ABB shares.

    When she looks at ABB on a sum-of-the-parts basis -- valuing all of the business held and being spun off separately -- Costa sees 50% upside. Her official price target, however, is about $48.40 (or 44 Swiss Francs) per share, up about 38% from recent levels.

    Costa isn't the only one feeling better about the stock. On July 2, Kepler Cheuvreux analyst William Mackie upgraded ABB to Buy from Hold. His price target is about $40 a share.

    On July 6, Deutsche Bank analyst Gael de-Bray upgraded ABB as well, but only to Hold from Sell. de-Bray's target price moved to about $32 a share from $29.

    Overall, ABB isn't widely loved, it's just picking up analyst momentum. Today about 40% of analysts covering the stock rate shares Buy and 15% rate shares Sell. The average Buy-rating ratio for stocks in the S&P 500 is about 55%. The average Sell-rating ratio is about 7%. A month ago, 36% of analysts rated ABB shares Buy and 17% rated them sell.
     
    #6536     Jul 9, 2021
  7. vanzandt

    vanzandt

    Stoney!

    Check this out.
    You going?


    [​IMG]




    [​IMG]


    ABB New York City E-Prix to showcase the future of e-mobility in USA
    Group press release | Zurich, Switzerland | 2021-07-02

    Global technology leader to strengthen long-standing commitment to all-electric series by becoming race title partner for New York E-Prix on July 10 and 11.

    The ABB FIA Formula E World Championship returns to New York City for the fourth time to compete on the tough concrete of the Red Hook Circuit in Brooklyn. Next weekend’s double-header event will follow strict COVID-19 protocols, created under guidance from the relevant authorities, to enable it to take place in a safe and responsible manner.

    Winding its way around the Brooklyn Cruise Terminal in the heart of the Red Hook neighborhood, the track has views across the Buttermilk Channel towards lower Manhattan and the statue of Liberty. The 14-turn, 2.32 km course combines high-speed turns, straightaways and hairpins to create a thrilling street circuit on which the 24 drivers will put their skills to the test.

    ABB’s title partnership of the New York City E-Prix builds on its existing title partnership of the all-electric FIA World Championship and will be promoted across the city, including on billboards in Times Square, where a Formula E car will also be taking to the streets in the run-up to the races.

    Theodor Swedjemark, ABB’s Chief Communications and Sustainability Officer, said: “The U.S. is ABB’s largest market, where we have 20,000 employees across all 50 states. ABB has significantly expanded the company’s US footprint since 2010 by investing more than $14 billion in plant expansions, greenfield development, and acquisitions to accelerate the adoption of e-mobility and electrification. Our involvement in the ABB New York City E-Prix is more than a race, it is an opportunity to test and develop e-technologies that will accelerate the transition to a low-carbon economy, create well-paying American jobs, spur innovation, and mitigate the impacts of climate change.”
     
    #6537     Jul 9, 2021
  8. vanzandt

    vanzandt

    Or better yet...
    ...you know something's up when Stoney makes AMMO "gummy of the day". :wtf:


     
    #6538     Jul 9, 2021
  9. vanzandt

    vanzandt

    So Stoney... is there an angle here to play?
    Maybe we should see if we can pick up an old Space Shuttle and a bunch of trawler nets at some GSA auction, write up a business plan where we estimate our future revenues in the 100's of millions.... and then SPAC it.
    GBA's Space Junk Removal.
    1-800-GOT-SATS?
     
    #6539     Jul 9, 2021
    stonedinvestor likes this.
  10. I know I know but this is police ammo.

    Something is going on up the road. Ct is so weird... it can go from zero to life saving situation in a blink. I've seen it happen before. it happened last Aug... I barely got us out of here driving under fallen trees and live power lines.

    Up the hill comes a giant truck with rocks and then a flatbed and then two dump trucks and then seven pickups and then a firetruck and then more tractor trailors some without there back load. It's as if a general call of distress went out for all large sized trucks. In total twenty or so trucks in a row. In the pouring rain... what is going on!

    Apparently the sirens went off down in the town we did not hear it... something big happened.

    We have issues in this same dpt. our land is falling off into a stream and our house is right there... it's an issue... but like everything else I'm afraid to tackle it for the red flags it will set off. Nobody is allowed to build this close to the stream we are grandfathered in being an 1840 schoolhouse... But repairs... could be an issue. Then they condemn your house and you're out of everything.It's scary. CT IS SCARY!!!! Its WILD...and now up the road what? Did the swamp overtake the road? and if so what's that doing to the backside of my property where it descends into a another steam... It's pouring outside...

    Ugh
     
    #6540     Jul 9, 2021