GBA's "2021 Stock Phantasma"

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

  1. Rayonier beats on revenue
    Aug. 04, 2021 4:45 PM ETRayonier Inc. (RYN)Rayonier Inc. (RYN)
    • Rayonier(NYSE:RYN): Q2 Non-GAAP EPS of $0.22; GAAP EPS of $0.41.
    • Revenue of $240.7M (+26.8% Y/Y)beats by $29.37M.
    • Second quarter operating income of $84.4 million, pro forma operating income of $52.5 million and Adjusted EBITDA of $95.3 million
    • Year-to-date cash provided by operations of $164.6 million and cash available for distribution of $110.8 million.
     
    #7431     Aug 5, 2021
  2. Our make up play nailed it!

    e.l.f. Beauty EPS beats by $0.13, beats on revenue
    Aug. 04, 2021 4:41 PM ETe.l.f. Beauty, Inc. (ELF)e.l.f. Beauty, Inc. (ELF)
    • e.l.f. Beauty(NYSE:ELF): Q1 Non-GAAP EPS of $0.27beats by $0.13; GAAP EPS of $0.15beats by $0.08.
    • Revenue of $97M (+50.3% Y/Y)beats by $17.48M.
    Kimball Electronics EPS beats by $0.15, beats on revenue
    Aug. 04, 2021 4:25 PM ETKimball Electronics, Inc. (KE)Kimball Electronics, Inc. (KE)
    • Kimball Electronics(NASDAQ:KE): Q4 Non-GAAP EPS of $0.58 beats by $0.15; GAAP EPS of $0.57beats by $0.14.
    • Revenue of $329M (+15.0% Y/Y)beats by $9M.
     
    #7432     Aug 5, 2021
  3. vanzandt

    vanzandt

    There is a huge short interest. This thing is the one that could become a meme stock. Surprised its not already actually.

    Hey G4G portfolio member Berry had a good report. Raised guidance. 5% organic growth. That's pretty good for that type of operation. Slow and steady....
     
    #7433     Aug 5, 2021
  4. vanzandt

    vanzandt

    Stoney!!!!!
    The Bicycle is on the move!
    ----------------------------


    CAMBRIDGE, England, & BOSTON--(BUSINESS WIRE)--Bicycle Therapeutics plc (NASDAQ: BCYC), a biotechnology company pioneering a new and differentiated class of therapeutics based on its proprietary bicyclic peptide (Bicycle®) technology, today reported financial results for the second quarter ended June 30, 2021 and provided recent corporate updates.

    “We have made significant progress executing on our ongoing company-sponsored clinical programs over the first half of the year and, looking forward, intend to announce interim clinical data from the Phase I portion of our Phase I/II clinical trials of BT5528 and BT8009, along with the expected Phase I/II BT7840 trial initiation, in the second half of the year,” said Kevin Lee, Ph.D., Chief Executive Officer of Bicycle Therapeutics. “Additionally, we believe our recent license and collaboration agreement with Ionis provides further validation for our contention that Bicycles have the potential to become a leading technology for the development of precision medicines. We remain well-funded and look forward to announcing multiple upcoming key clinical milestones in the second half of the year.”

    Second Quarter 2021 and Recent Highlights

    Entered into an Exclusive License and Collaboration Agreement with Ionis Pharmaceuticals to Develop Targeted Oligonucleotide Therapeutics. In July 2021, Ionis exercised its option under the terms of a December 2020 evaluation and option agreement and entered into an exclusive worldwide license and collaboration agreement for tissue-targeted delivery of oligonucleotide therapeutics using Bicycles with high affinity to the transferrin receptor (TfR1). Bicycle received $45 million upfront, which included a license fee, an option fee, and an $11 million equity investment. Bicycle is also eligible to receive development, regulatory and commercial milestone payments and royalties for programs developed under the collaboration.
    Continued to Strengthen the Balance Sheet in the Second Quarter of 2021. The Company recognized gross proceeds from Bicycle’s at-the-market (ATM) offering program during the second quarter of 2021 totaling $14.4 million as of June 30, 2021, with an additional $30.8 million received in July 2021. Cash as of June 30, 2021 does not include $42 million of proceeds from the Ionis license and collaboration agreement or net proceeds from the ATM offering program received subsequent to the end of the second quarter of 2021.
     
    #7434     Aug 5, 2021
  5. Tile Shop Holdings reports Q2 results
    Aug. 05, 2021 7:26 AM ETTile Shop Holdings, Inc. (TTSH)Tile Shop Holdings, Inc. (TTSH)
    • Tile Shop Holdings(NASDAQ:TTSH): Q2 GAAP EPS of $0.11.
    • Revenue of $96.19M (+42.0% Y/Y)
    • Datadog(NASDAQ:DDOG) shares are up 10.6% in pre-market trading following the company's upside second-quarter earnings report, strong third-quarter guidance and raised full-year outlook.
    • Revenue was up 67% year-over-year to $233.5M, topping analyst estimates by $21M. Adjusted earnings of $0.09 per share beat consensus by $0.06.
    • Customers with annual recurring revenue over $100,000 grew to 1,610 from 1,015 in last year's quarter.
    Etsy slides after pandemic letdown quarter sees growth decelerate. Hummmmmm. Starting to see a theme here....
     
    #7435     Aug 5, 2021
  6. Nervous about Chewie suddenly might bail.... Seems like you better be a reopening play now....
    Things that did well for the stay home crowd are not looking good.

    Come Sept when nobody comes back to work this relationship will swap again...
     
    #7436     Aug 5, 2021
  7. vanzandt

    vanzandt

    Stoney!!!!!!!!!!!!!!!!!!!!!!

    If you own Score Media in your hedge fund account....
    You are gonna be one happy camper today.

    Penn National is buying them out.

    Up 67%........... !!!!!!!!!!!!!!!!!!!!!!!!!!
    $SCR
     
    #7437     Aug 5, 2021
  8. Upland Software EPS misses by $0.01, beats on revenue- Yikes cutting it close boys! stk is up in the pre!!!!!!!
    Aug. 04, 2021 4:05 PM ETUpland Software, Inc. (UPLD)Upland Software, Inc. (UPLD)
    • Upland Software(NASDAQ:UPLD): Q2 Non-GAAP EPS of $0.41misses by $0.01; GAAP EPS of -$0.63misses by $0.09.
    • Revenue of $76.3M (+7.0% Y/Y)beats by $1.06M.
    This is really fascinating.

    Zoom shares surge nearly 7% as conferences get cancelled and workers stay home....
     
    #7438     Aug 5, 2021
  9. ARE YOU KIDDING! :wtf:
     
    #7439     Aug 5, 2021
    vanzandt likes this.
  10. vanzandt

    vanzandt

    Dead serious. Check it out.
    Good job Stoney!
    Yulia is bitchin'.... "why didn't you listen to Stoney!?"

    "because he likes DriveShack and Slinger.".
     
    #7440     Aug 5, 2021
    stonedinvestor likes this.