GBA's "2021 Stock Phantasma"

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

  1. 7/7---> One Stop Systems initiated with a Buy at Lake Street 07/07 OSS Lake Street analyst Eric Martinuzzi initiated coverage of One Stop Systems with a Buy rating and $8 price target. Since CEO David Raun replaced founder Steve Cooper in 2020, the company is pursuing a smaller portion of the high performance computing edge market, called AI Transportables, where it could establish itself as the market leader and achieve better margins, said Martinuzzi. He believes One Stop's new management and more-narrowly focused strategy have it positioned to outperform, the analyst tells investors.

    I found this name browsing Seeking Alpha-- I like it's niche.

    One Stop Systems(NASDAQ:OSS)is a small, profitable company situated in a high-growth part of the economy. The enterprise designs and builds high-speed computer systems for onboard data environments and rugged uses far from a stable, fixed spot on your office desk or kitchen table. While the big tech leaders are battling each other for cloud and data center supremacy, OSS is focused on military computing in the field, autonomous vehicle data collection, AI decision making, and handheld technologies for harsh outdoor settings.

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    #6851     Jul 19, 2021
  2. California's NCTD exercises option to add 50 more NFI Xcelsior CNG buses 07:43 NFYEF

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    NFI, via the BYD ADL partnership, signs framework agreement with Ireland’s NTA for the potential purchase of up to 200 battery-electric single deck buses; Ireland’s largest ever zero-emission bus order
    NFI Group Inc
    Mon, July 19, 2021, 7:30 AM//// Hummmmmmmmm.

    Description

    NFI Group Inc., together with its subsidiaries, manufactures and sells buses in North America, the United Kingdom, Europe, the Asia Pacific, and internationally. It operates through two segments, Manufacturing Operations and Aftermarket Operations. The company offers heavy-duty transit buses under the New Flyer name; single and double-deck buses under the name Alexander Dennis Limited; motor coaches under Plaxton and MCI names; low-floor cutaway and medium-duty buses under the ARBOC brand; and aftermarket parts under the NFI Parts name. It also provides zero-emission vehicles, including battery-electric buses and coaches, hydrogen fuel-cell buses, and electric trolleys. The company was formerly known as New Flyer Industries Inc. and changed its name to NFI Group Inc. in May 2018. NFI Group Inc. was founded in 1930 and is headquartered in Winnipeg, Canada.

    Freakin Inclusive as heck. Canadian company.... Seems to have kicked BUSXF off the radar....
     
    #6852     Jul 19, 2021
  3. Good Morning. Holy Cow the last few weeks have been crazy as our portfolios melt down at least we have had three big winners here. Phew!

    Lots of analyst coverage on CFLT today. Mixed. I like. Although, why they can't turn a profit I don't get....

    Confluent (NASDAQ:CFLT) is a big data analytics provider that spun off of LinkedIn back in 2014. The technology that supports the Confluent platform is Apache Kafka, an open-source solution that was developed inside LinkedIn, which is owned by Microsoft (NASDAQ:MSFT). Businesses such as Shopify (NYSE:SHOP), Airbnb (NASDAQ:ABNB), Cloudflare (NYSE:NET), Datadog (NASDAQ:DDOG), and many others are powered by Kafka. Confluent's S-1 filing stated, "Our open source roots are a key driver of our go-to-market success. Apache Kafka has become the industry standard for data in motion. It is one of the most successful open source projects, estimated to have been used by over 70% of the Fortune 500."

    The company's revenue climbed to $236.8 million last year, which was a 58% increase. However, the company is still not profitable, and it recorded a net loss of nearly $230 million last year.

    The company competes and partners with big names such as Amazon (NASDAQ:AMZN), Microsoft, and Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google. Several legacy products from vendors such as Cloudera (NYSE:CLDR), IBM's (NYSE:IBM) Red Hat, and Oracle (NYSE:ORCL) have also pivoted into Confluent's space. Even smaller companies such as MongoDB (NASDAQ:MDB), Elastic (NYSE:ESTC), and Databricks, which may go public in 2021, should be mentioned. Without question, competition is fierce in this arena.

    That said, the total addressable market (TAM) for Confluent is over $50 billion. The compounded annual growth rate (CAGR) is expected to grow at 22% through 2024, which would increase the TAM to over $90 billion.
    1. Analytics and business intelligence
    2. Application infrastructure and middleware
    3. Data integration tools and data quality tools
    4. Database management systems
    Confluent completed an IPO in late June. Since then, the stock has rocketed to $58, over 75% above the high end of the initial projected range of $29 to $33. The stock has since retreated to the mid-$40 range,-- Make that$40!
     
    #6853     Jul 19, 2021
  4. #6854     Jul 19, 2021
  5. Confluent initiated with an Overweight at Piper Sandler 06:13 CFLT Piper Sandler analyst Rob Owens initiated coverage of Confluent with an Overweight rating and $50 price target. Confluent offers a real-time data streaming platform based on open source Apache Kafka, Owens tells investors in a research note. The analyst sees "strong business fundamentals and a large" total addressable market supported by digital transformation trends.

    More)


    Confluent initiated with an Overweight at Wells Fargo »06:30
    CFLT
    Wells Fargo analyst…


    Confluent initiated with a Neutral on valuation at BofA »06:27
    CFLT
    BofA analyst Brad Sills…


    Confluent initiated with a Neutral at BofA »06:20
    CFLT
    BofA analyst Brad Sills…


    ShowRelated Items >>

    Confluent initiated with a Sector Weight at KeyBanc »05:33
    CFLT
    KeyBanc analyst Michael…


    Confluent initiated with a Neutral at Goldman Sachs »05:12
    CFLT
    Goldman Sachs analyst…


    Confluent initiated with an Outperform at JMP Securities »04:43
    CFLT


    Don't know if I have ever seen so many on one day. ? Long quiet period?
     
    #6855     Jul 19, 2021
  6. Now serving 26 cities across the United States, the company continues to make its new platform available to customers who want to digitize their space quickly and easily

    SUNNYVALE, Calif., July 15, 2021 /PRNewswire/ -- Matterport, Inc., the leading spatial data company driving the digital transformation of the built world that has entered into a definitive agreement for a business combination with Gores Holdings VI (NASDAQ: GHVI, GHVIU, and GHVIW), today announced the expansion of Matterport Capture Services™ On-Demand to 14 new U.S. cities in Texas, Illinois, Washington, Colorado, Florida, Georgia and Idaho. Last month, the company launched the service in 12 cities in California, New York, New Jersey and Pennsylvania, and has now made the service available to customers in a total of 26 cities across the country.

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    As simple as ordering an Uber®, Capture Services On-Demand lets Matterport customers within a 35-mile radius of these cities quickly schedule a highly-trained Matterport Capture Technician to digitize any commercial or residential property or unique space, such as a yacht or an aircraft. Once captured, the space is transformed into an immersive and precise 3D digital twin and delivered to the customer's account to access, manage and share the space more effectively than ever before.


    >>>> I believe the new I phone will eliminate the need for the Capture Technician to visit your house-- I have not seen anyone validate that thought but drawing the lines in my head I take LIDAR ---> and I don't need that technician or that fancy camera./
     
    #6856     Jul 19, 2021
  7. NRx Pharmaceuticals, Inc. (NRXP)

    8.52-1.00 (-10.50%)
    At close: July 16 4:00PM EDT
    12.21+3.69 (43.31%)<---------- + 43% but what of little partner?
    Pre-Market:09:03AM EDT

    Deep Digging)

    Relief Comments on Certain Statements Made by NeuroRx, Inc. in the Amended Form S-4 Filing of Big Rock Partners Acquisition Corp.

    • April 19, 2021


    NeuroRx has elected to make statements in the Amendment with respect to pending disputes between Relief and NeuroRx under the terms of the Collaboration Agreement. As a result, Relief has concluded that it must inform the public about the nature of the pending disputes and its views regarding the positions regarding these issues taken by its collaboration partner. The issues currently in dispute include the following:

    1. NeuroRx has refused to share clinical trial data from its recently completed Phase 2b/3 trial with Relief, which data are required to be provided to Relief under the Collaboration Agreement. Further, NeuroRx has refused to allow NeuroRx's contract partners dealing with issues relating to the development of aviptadil to share information with Relief that Relief requires to develop its aviptadil product in its territories (including the E.U. and the U.K.). As a result, Relief believes that NeuroRx is in default under the Collaboration Agreement, and that NeuroRx's failure to provide this data is impairing Relief's ability to develop and execute a clinical and regulatory strategy for its territories.

    2. NeuroRx states in the Amendment that Relief owes it approximately $4,000,000 in unpaid invoices. Unfortunately, many of these alleged expenses have not been substantiated by valid, verifiable invoices that support that these expenses are reimbursable under the Collaboration Agreement. Further, there are disputes between the parties over whether expenses exceeding the budget established in the Collaboration Agreement are reimbursable. With respect to this information, Relief has been seeking information from NeuroRx in order to establish what may be due to NeuroRx under the Collaboration Agreement, and, accordingly, Relief intends to exercise its rights under the Collaboration Agreement to conduct a forensic audit of NeuroRx's books and records in order to determine the accuracy of the expense information that has been provided.

    3. NeuroRx has alleged in the Amendment that Relief has elected not to fund the recently initiated clinical trial evaluating inhaled aviptadil for the treatment of patients with moderate to severe COVID-19. In fact, Relief has requested certain information required for it to determine whether or not to fund this trial, and NeuroRx has refused to provide the requested information that is needed by Relief to make a decision on whether or not to fund this trial. It is Relief's position that until it is provided with sufficient information to make this decision, NeuroRx cannot bring in another source to specifically fund this trial.

    4. NeuroRx has stated in the Amendment that Relief's failure to fund expenses may result in a dispute with Relief over whether Relief's share of the net profits from sales of aviptadil in NeuroRx's territory should be less than that set forth in the Collaboration Agreement. Relief believes that the net profit splits between Relief and NeuroRx that are set forth in the Collaboration Agreement are not affected by any of these funding issues (including the recent warrant exercise reported in the Amendment by GEM Yield Bahamas Limited, a significant stockholder of Relief).

    5. NeuroRx makes allegations in the Amendment that raise questions about the formulation of aviptadil that Relief has contributed to the parties' collaboration. Relief notes that while there are stability issues with the formulation that Relief brought to the collaboration, all of these problems were understood by all parties at the time of the execution of the Collaboration Agreement and that efforts to resolve those issues were contemplated by the Collaboration Agreement. In all respects, Relief believes that the version of aviptadil which is in evaluation in NeuroRx's clinical trials is, in all respects, the drug product covered by the Collaboration Agreement.
    Relief intends to continue its efforts to resolve amicably the pending disputes with NeuroRx over the Collaboration Agreement. However, if such disputes are not resolved amicably, Relief intends to take all necessary actions to enforce its rights under the Collaboration Agreement. While there can be no assurance, Relief believes that it will prevail in any such actions to enforce its rights under the Collaboration Agreement.
     
    #6857     Jul 19, 2021
  8. Splash Beverage Group sees Q4 revenue reaching $5.78M 09:19 SBEV
     
    #6858     Jul 19, 2021
  9. Confluent, Inc. (CFLT)- Possible gummy watch overall mkt.
    NasdaqGS - NasdaqGS Real Time Price. Currency in USD
    $39.59
     
    #6859     Jul 19, 2021
  10. Two reasons to add One Stop Systems to your watch list
    1. One Stop Systems is a supplier of hardware solutions for the high-performance computing market. This market is continuously growing with the technological advancement of machine learning and artificial intelligence as well as with data center demands. However, investors need to note that One Stop Systems is a microcap company that can experience high volatility.
    2. One Stop Systems has exceptional fundamentals when you look at its trailing 12 months (TTM). The company has profitable earnings, positive cash flow from operations, and more cash and short-term investment than debt.
     
    #6860     Jul 19, 2021