GBA's "2021 Stock Phantasma"

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

  1. #7591     Aug 7, 2021
    Zwaen likes this.
  2. vanzandt

    vanzandt

    Shssssssssh!!!!

    We want the RobinHood Mafia to short this thing you dummy.
    Sometimes I wonder.... :rolleyes:
    Good gracious gravy.....
    ....who put you in the catbird seat at GBA?

    Mrs Stoney has good taste in music.


    I feel ya.
    He's incorrigible. But whatever.
    Pretty sure someone left Stoney's....
    .... "cake out in the rain".

    Queued for Stoney.



    I heard 2.5 octaves there Stoney.
    1:17
    Try that at home.

    If it gets Mrs Stoney on the Peleton.... what's the problem?
    Upping the bpm is easy.
     
    Last edited: Aug 7, 2021
    #7592     Aug 7, 2021
  3. [​IMG]

    When will MQ take off?- THIS WEEK! - Banks are looking up/ financials in general
    • Marqeta was the first company in the issue processing space to create an open API software for issuing physical credit and debit cards as well as digital cards.
    • Marqeta is poised to benefit from secular growth trends, as digital wallets are expected to be worth $4.5 trillion by 2025 and Marqeta enables these types of services.
    • Marqeta grew its revenues by over 100% the past two years to $290 million in 2020 and is on pace to do $500 million in 2021.
    • Marqeta offers a sticky platform

    [​IMG]
     
    #7593     Aug 8, 2021
  4. Van you must be so proud of me! Not only did I come up with a pretty darn good buy sheet for next week I just found another company. Check this address out....

    1, rue Peternelchen
    Howald 2370
    Luxembourg

    ... Yup... There at that mysterious address 1,900 workers work!!! What if I told you this was an European Last Mile Electric Van company!<---- Cue the music-!


    Arrival (ARVL)
    NasdaqGS - NasdaqGS Real Time Price. Currency in USD

    $12.19+0.23 (+1.92%)>>>

    Stock was $18 and retreated with the rest.

    Autonomous vehicle manufacturer Arrival(NASDAQ:ARVL) announced on Monday a successful test run of its automated driving system (ADS) at a fully functioning parcel facility. It's the first time one of its Arrival Vans has driven around a facility without a driver in tow, performing all daily operations of a commercial fleet driver. The driverless vehicles are intended to boost both safety and efficiency in depots.

    The Arrival Van is the most recent addition to the company's Robopilot project, intended to increase market knowledge, functionality and public perception of its ADS. Other iterations of the project, including the Arrival Bus and the Arrival Car, can be rolled out using the same technology as the Arrival Van.

    "At Arrival, we are building supplementary technologies that will help drivers. Depot maneuvers are the most accident-prone parts of a worker's shift and with our technology, we hope to introduce greater safety by removing human driving errors happening in confined environments," said Max Kumskoy, head of advanced driver assistance and automated driving systems.

    >>>>>>>>>>

    Sounds like these guys are a bit more on the driverless side. Maybe more out in the future.

    What Happened: I saw this header:
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    3 EV Stocks to Sell Before You Lose Everything

    and I got real nervous ELMS would be on there (it wasn't) but I read the article...
    And in a section discussing Workhorse I read this:
    But Workhorse lost that contract, and when you combine that loss with the fact the UPS walked away from Workhorse just a few years prior to work with Arrival, it becomes crystal clear that Workhorse’s technology must not be very good. Indeed, after the USPS contract loss, my team and I took a deeper look at the Workhorse team and the underlying tech. Long story short, as engineers, we were very underwhelmed. We believe Arrival will dominate the electric last-mile delivery market, and that Workhorse will get squeezed out.

    Arrival?

    Upon closer look it's a terrible chart! Was $20 went to $15 and now $12.

    These guys have bitten off more than they can chew planning 4 vehicles in short order. The first being a bus? That's a mistake. But since this watcher of the space highlighted the name and since their business model is interesting... Micro factories<-- Customizing these on the fly... they are competition to ELMS with a European bent and have partnerships with MSFT and I think Uber.

    ELMS is my play. With an eye for the future and Europe with this Arrival. The number of employees tells us that there is something here worth watching.
     
    #7594     Aug 8, 2021
  5. Just saw a nice piece on CBS with the remaining DOORS. Interesting Jim did not write Common Baby Light My Fire...but he did add the line Try To set The Night On Fire. The best part.

    Looks like a big book out- put together by his sister.
     
    #7595     Aug 8, 2021
  6. Arrival Van is ugly. Sorry. The bus is better looking.This micro factory angle is somewhat interesting...

     
    #7596     Aug 8, 2021
  7. What stands out for me with ELMS is their cost of production and their strong team. These guys are taking the correct rout, using already tested parts and re assembling this Frankenstein Van... Remember Mayor Pete likes these guys... and he's buried somewhere in the Biden administration... it all adds up.

     
    #7597     Aug 8, 2021
  8. Bulls Just Aren't Sold on Coupang's Charts
    [​IMG]


    The technical picture is ugly.
    Coupang
    South Korea's top online retailer has been public for less than five months, but it's already given early investors a wild ride. Coupang stock nearly doubled during its first day of trading, only to give most of those gains back. The shares have plummeted 47% since its intraday peak in its debut, including a 13% decline in July.

    There's a lot to like in Coupang. It was doing well before the pandemic, but like many leading online businesses it packed years of growth into 2020. Revenue skyrocketed 91% last year, and that's with South Korea faring better than most of the planet through the crisis. Revenue is still running strong with a 74% top-line surge in this year's first quarter. It reports again next Wednesday, giving investors a great chance to get on if they expect another blowout financial performance.

    Coupang is in better competitive shape than you think. It has a fleet of drivers and 100 distribution centers across South Korea, placing it within seven miles of roughly 70% of its potential customers. In short, place an order for groceries of mainstream goods by midnight and it will be at your front door before you wake up. Returns are just as easy as leaving the rejected merch on your porch....Coupang has an important earnings report that could win back the bulls next week.

    Coupang to Announce Second Quarter 2021 Results on August 11, 2021
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    #7598     Aug 8, 2021
  9. There is some good conspiracy stuff here as well.

    I'm betting Coupang sees the need to shake things up. Some form of announcement.
    Could it be news about entry into another country? Maybe.

    But follow me here)

    Mid July-- Rumor company applied for trademark for Coupang Biz.. A new biz?
    • Coupang Inc (CPNG+3.3%), sometimes referred to as the "Amazon of South Korea," jumps as speculation arose that it was in the process of acquiring the trademark for "Coupang Biz."
    • Reporters speculate that Coupang may soon launch an online business specializing in office supplies and other consumer products.
    • Inews24 reported (without sources) that Coupong will launch a B2B brand concentrating on small businesses.
     
    #7599     Aug 8, 2021
  10. vanzandt

    vanzandt

    How Graze Mowing’s self-driving mower is disrupting the $100 billion commercial landscaping industry


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    Although the U.S. commercial landscaping industry is worth $100 billion, it’s trapped in dire financial straits. Its outdated equipment depends on manual labor, whose high turnover results in rising staffing costs. Even the industry’s top-rated companies scrape along on profit margins of 10 percent or less. But Graze’s AI-driven mowing systems appear poised to revolutionize this technologically stagnant sector.

    Many landscapers would welcome tech innovation as most of today’s commercial mowing equipment has seen surprisingly little evolution over the past century. For example, many riding mowers are still powered by costly diesel engines, which can generate more than 34 times the carbon emissions of an average car.

    Squeezed between the high costs of fuel and manual labor, and with few carbon-neutral equipment options, a growing number of commercial landscapers are confronting bleak financial futures—a stark reality that has created clear and urgent demand for disruptive solutions.

    Graze’s autonomous mowing systems may provide the disruptive answers this industry has been seeking—potentially saving many landscaping companies from financial ruin while reducing environmental impact and attracting thousands of investors along the way.

    An Industry in Search of Innovation

    Even before COVID-19, America’s commercial landscaping businesses were facing significant financial challenges. In 2019, a full 13% reported no profit at all, while the vast majority said their profits had dropped over the past year.

    Much of the blame for these problems rests on outdated technology. Although commercial landscaping represents a $98.7 billion nationwide market, it has attracted startlingly little tech innovation. Today’s landscapers remain reliant on inefficient diesel-driven mowers, which guzzle expensive fuel by the gallon and cough out far more atmospheric carbon than cars do.

    Plus, these mowers require manual operators—whose wages consume, on average, 45% of a landscaping company’s revenue and counting. Rising wages and labor shortages slice these profit margins even thinner—leaving many commercial landscapers desperate for solutions that will deliver immediate bottom-line impact.

    An AI-Powered Lawn Mowing Solution

    As the commercial landscaping industry remains trapped between thin profit margins, high labor costs and tightening environmental restrictions, a tech startup called Graze Mowing might provide an escape hatch—in the form of a self-driving electric-powered lawn mower that can slice labor costs by as much as 50 percent while eliminating a full 75 percent of fuel expenses.

    In fact, Graze currently manufactures the world’s only commercial-size autonomous mower—designed specifically for golf courses, country clubs and the landscaping companies that service them. Equipped with ultrasonic and sensors, odometry sensors and computer vision, Graze’s mowers safely and precisely navigate commercial job sites.

    [​IMG]

    Each Graze mower can be controlled from a computer, tablet or smartphone. With the push of a button, the mower navigates around the boundaries of the area it will service, tracing the borders and interior in a series of parallel paths. One initial run is all it requires for the mower to map the space and take note of all obstacles, like trees and bushes. From then on, it will automatically mow that same area at the push of a button.

    [​IMG]

    What’s more, Graze mowers actively collect real-world data every time they mow. They feed this information into a central analytics console, where machine-learning algorithms analyze performance, pinpoint inefficiencies and plot more-effective pathways for the next run. That means each mower’s performance automatically improves over time—without any need for human feedback.

    A Glimpse Into Landscaping’s Future

    Graze’s current generation of mowers has already raised $5.5 million in capital from more than 4,000 investors—including backing from Wavemaker Partners, a global venture capital fund managing more than $500 million in assets. Led by John Vlay, CEO of Graze Mowing and a landscaping veteran with a vast network of industry connections, the company has already secured $19.35 million in preorders from landscapers and country clubs.

    Riding this wave of support, Graze has already developed a second-generation mower—equipped with laser imaging, detection and ranging (LIDAR), which enables it to spot and avoid smaller and/or faster-moving objects. The Graze V-2 also comes with a 7-hour battery system as well as a customizable mow deck, which can be fitted with specialized attachments for trimming, edging, snow blowing, mulching and more.

    And that’s just the beginning of Graze’s overall vision. Leveraging the real-world data its mowers collect every day, Graze is hard at work building an integrated AI system that will manage entire fleets of autonomous mowers—detecting and treating plant diseases, balancing workloads and even tracking weather data to coordinate and direct automated mowing services where they’re needed most.

    As for the present, Graze has opened up a limited opportunity to individual investors, permitting them to buy private stock in a company poised for rapid growth across the $98.7 billion commercial landscaping market as well as the $14.16 billion golfing market. Last time Graze offered company stock for sale, it quickly sold out $3.88 million in shares. More than 3,300 investors have already bought up 50 percent of this round’s offerings—and the number of available shares is shrinking every day as the round close approaches on June 30.

    Self-driving vehicles and electric power have already transformed the automotive industry—and the commercial landscaping sector may well be next. Graze’s specialized machine learning, computerized vision and zero-emission electrical drive systems are paving the way for a fully autonomous future, in an industry that desperately needs new solutions.

    As labor costs continue to rise, and staff shortages keep increasing, many landscaping companies may soon be left with no choice but to follow its forward-looking competitors and to invest in Graze’s promise for a more sustainable future.
     
    #7600     Aug 8, 2021