GBA's "2021 Stock Phantasma"

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

  1. vanzandt

    vanzandt

    VTech....

    I don't know if you caught this post of mine from a week or so back, but IAA is on the radar.
    Maybe Copart is buying them out. (?)


    EDIT:
    Now if there was a deal in the works, again just pure speculation really, but if there was... inevitably, 9 times out of 10, the acquirers stock price goes down on the announcement. For whatever that's worth.
     
    Last edited: Aug 22, 2021
    #8051     Aug 22, 2021
  2. vanzandt

    vanzandt

    Stoney!!!!!

    I know what I want under the office Xmas tree this year!
    (Besides my bonus check of course... for keeping GBA afloat and out of dumb stocks...)

    I gotta have one!!!!!

    upload_2021-8-22_14-11-43.jpeg

    https://www.streetstrider.com/
     
    #8052     Aug 22, 2021
  3. My Lord that is ugly... That's No Slinger Bag that's for sure.

    I think gift of the year is either Slinger Bag or one of these new Grills.

    To support my premise that such opportunistic acquisitions can well serve our shareholders and now bondholders, you will hear about Seequent from both a financial standpoint from David Hollister and as to its strategic synergies. And to introduce Seequent, a Bentley business, may I now introduce Bentley Systems’ Chief Product Officer, Nicholas Cumins, to whom the Seequent organization report.

    Nicholas Cumins

    Thank you, Greg. The world above ground is largely known and well described. The world below ground is uncertain because it is designed by nature and we cannot see it. Here, you need specialist expertise to understand nature's curves, grade, shade, anomalies, and exceptions. According to report by the Institution of Civil Engineers, the largest element of technical and financial risk lies in the ground. Studies have shown that unexpected problems related to ground conditions account for more than a third of product overrides.

    But imagine if you can see what lies beneath, you can derisk product delivery, you can greatly increase the resilience, the sustainability of the infrastructure. Seequent is a unique and truly innovative company in the subsurface. Seequent translated algorithm that originated in medical sciences into geology to create a paradigm shift in how the subsurface is interpreted. This capability, hone in the minerals industry where Seequent is very strong today has gone on to evolve into multiple industry verticals. This deep competence is well aligned with Bentley.
     
    #8053     Aug 22, 2021
  4. The Numbers- Slinger Bag
    For the 9 months ended January 31, 2021, the company did $7.3 million in sales, produced $1.5 million in gross profit, and had an operating loss of $2.66 million. The company's net loss was around $5.2 million.

    Growth was certainly impressive in the last quarter with revenue jumping to $4.12 million from $2.62 million the quarter before.

    [​IMG]This puts the company at a revenue run-rate of $16.48 million annually, but I find it likely the company could do well over $20 million in revenue over the next 12 months as they should see sales continue to increase quarter over quarter due to rapidly increasing product awareness and execution of existing (and potentially new) distribution deals. Furthermore, this seems likely to be a business that has its strongest quarters in the northern hemisphere summer, so they could see a seasonal boost over the next couple of quarters.

    Takeaways
    Slinger Bag is a fascinating company with an interesting product in a large market, but it's still very early for the company. The stock is trading for a market cap of around $90 million. That's a little over five times run rate sales of $16.5 million. While that's not all that expensive for a business growing 57% quarter over quarter, there remains a tremendous amount of uncertainty with the business going forward. It seems too early still to say whether this product can reach mass adoption in the tennis world.

    Slinger Bag Inc with just $330,000 in cash on the balance sheet will have to raise more cash soon to invest in working capital and fund continued losses, likely through an equity raise rather than debt.
     
    #8054     Aug 22, 2021
  5. -->
    Slinger Raises $11M in Oversubscribed Round to Continue Growth
     
    #8055     Aug 22, 2021
  6. Zwaen

    Zwaen

    I don’t know about problems. It is a bit of an intuitive call, but I see some signs where I think a good trend up for PFE comes into play. I mean a longer bullmove like 1-2 years. Reasons:

    • Could get ‘monopolized’ profits in vaccins, or at least a very dominant player.
    • Q2 results where very good. What are they gonna do with all this money?
    • PFE has not moved up a lot like MNRA or BNTX. Off course there are reasons for that, but why shouldn’t there flow some money from BNTX to PFE (they share profits).
    • MNRA/BNTX have moved up already quite a bit. If a period of money flow out of growth and into more ‘safe assets’ materializes PFE is a candidate for that ( this flow @vanzandt described)
    • I see a lot of calls in the option chain. Could be speculation for a move up.
    • Last, PFE is not a popular name on trading sites ( high popularity is a bad thing in my opinion)

    I’am not really a fan from TA but looking at a really long-term chart (1985-now) the level of 1999 is about the be broken/is broken:
    pfe3.jpg


    But please take what I say with a grain of salt, I certainly have not studied balance sheets and specific company information.

    Thinking about to really build a position for this (already started last week). What do you guys think?
     
    #8056     Aug 22, 2021
  7. It's Time-

    [​IMG]
     
    #8057     Aug 22, 2021

  8. I am mad at these guys. And Moderna

    But there is no doubt the money is there.

    Our shots should of been spread out months (Countries that did that are not needing boosters)
    Why did these drug co's make that 2 week recommendation. - Now we need Boosters.

    I think you will do well in health related names and Pfizer.
     
    #8058     Aug 22, 2021
    Zwaen likes this.
  9. The need for masks is back. Doesn't that mean buy Etsy ?--

    APT-?
     
    #8059     Aug 22, 2021
  10. This chart pattern is very much like REEDS-

    APT-- 5 year chart.. $3 stk. Jump to $21. Feb 2020. <-- was there!

    Double Top 21---> Long skid down with one recovery. Vol picks up at the ed of the chart...

    Alpha Pro Tech, Ltd. (APT)
    NYSE American - NYSE American Delayed Price. Currency in USD

    $7.89+0.04 (+0.51%)
     
    #8060     Aug 22, 2021