GBA's "2021 Stock Phantasma"

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

  1. vanzandt

    vanzandt

    50 plus brands of quality pellet grills Stoney.
    And probably 100 gourmet pellet brands.
    I like the mesquite-apple myself. 1/2 the price of of Traeger's, and less "lumber by-products".

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    ASMOKE

    The ASMOKE pellet grill/smoker brand first appeared in 2020. The background of the brand is a Chinese manufacturer who previously produced products for Danson LLC who owns the Country Smoker’s, Louisiana Grills and Pit Boss brands below. Hence, you will notice similarities between several of the designs of the components across the products offered by these brands. While ASMOKE is offering full-sized pellet grills/smokers it is their AS300 portable tabletop pellet grill/smoker which has been getting most of the attention.

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    While the current main focus of ASMOKE is on their portable tabletop pellet grills they are also starting to offer full-sized units: Images – Homedepot.com
    Blaz’n Grill Works
    A small US-based pellet grill/smoker manufacturer based in South Nebraska. Blaz’n Grill products are made in the US from American steel, using 12 gauge steel for their lids and 16 gauge steel for the cooking chamber. They currently produce two pellet grills, the smaller Grand Slam and the larger Grid Iron. The latest models are available with PID and WiFi technology as well other desirable features such as direct-flame access and stainless steel cooking grates.

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    Currently, Blaz’n Grill Works produce just two full-sized pellet grills the smaller Grand Slam (left) and the larger Grid Iron (right): Images – Blazngrillworks.com
    • Product Range: Two full-sized domestic pellet grills/smokers
    • Made In USA: Yes
    • Price Range: $1,400 to $1,750
    • Availablity: Blazngrillworks.com
    Broil King
    A very established player in the world of gas and charcoal grills, Broil King now has their own line of pellet grills/smokers. In my article on the Broil King pellet grill range, I discuss how their 16 and 14 gauge pellet grills are made from pretty heavy-duty steel for their price point. Their ash management system is also quite unique and they are one of only a few rotisserie pellet grills you can currently get.

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    On the left are the cheaper Crown 400 & 500 and on the right the more premium Regal 400 & 500 models: Images – BBQGuys.com
    • Product Range: Two full-sized models availale with and without a rotisserie
    • Made In USA: No
    • Price Range: $999 to $1,600
    • Availablity: BBQGuys.com
    Camp Chef
    One of the current market leaders alongside Traeger and Pit Boss. Camp Chef has an extensive range of domestic pellet grills/smokers under their SmokePro and Woodwind models. The Camp Chef range also includes portable pellet grills as well as vertical pellet smokers. They also provide market-leading propane attachments in the form of their Sear Box and SideKick. All Camp Chef models now feature PID temperature controllers and many units feature WiFi integration via the Camp Chef Connect App.

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    Camp Chef currently offers one of the most extensive ranges of domestic pellet grills/smokers: Image – CampChef.com
    • Product Range: Portable, vertical and horizontal domestic pellet grills/smokers
    • Made In USA: No
    • Price Range: $550 to $1,600
    • Availablity: CampChef.com & BBQGuys.com
    Char-Griller
    A pretty well-known budget/value brand when it comes to charcoal, kamado and gas grills but not a significant player in the pellet grill market as yet. In fact, on their own website, there is no reference to pellet grills/smokers at all. So why are Char-Griller on this list!? Well, Home Depot is selling a Char-Griller branded pellet grill, though its currently not available at any other big box store. It doesn’t have any notable features, with the appearance of a previous generation Pit Boss and a first-generation basic time-based temperature controller.

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    The Wood Fire Pro is the only Char-Griller pellet grill I’m currently aware of: Image – Homedepot.com
    • Product Range: Just one full-sized pellet grill/smoker
    • Made In USA: No
    • Price Range: $499
    • Availablity: Homedepot.com
    Cookshack
    With a background in electric smokers that goes back to the 1960’s, the Cookshack brand is well established in the BBQ world. In the mid-1990s with the help of multiple BBQ competition winner ‘Fast Eddy’ Cookshack started to develop a couple of high-end premium stainless steel pellet grills to be manufactured in the US. Cookshack produce both horizontal pellet grills, a vertical pellet smoker and even a commercial pellet pizza oven.

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    The Cookshack domestic range includes two horizontal pellet grill/smokers as well as a vertical pellet smoker: Images – BBQGuys.com
    • Product Range: Horizontal & vertical pellet smokers along with a commercial pellet pizza oven
    • Made In USA: Yes
    • Price Range: $2,000 to $24,000
    • Availablity: BBQGuys.com
    Country Smoker’s
    The Country Smoker’s brand is part of the Danson LLC group who also own the Pit Boss and Louisiana Grills brands. While the Country Smoker’s brand has offered full-sized domestic pellet grills their main claim to fame is their ultra-compact tabletop pellet grill.

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    While you may come across a full-size Country Smoker’s pellet grill, its their tabletop model which the brand is best known for: Image – BBQGuys.com
    • Product Range: Portable/tabletop pellet grill and a few full-sized pellet grills/smokers
    • Made In USA: No
    • Price Range: $225 to $500
    • Availablity: BBQGuys.com, Walmart.com & Lowes.com
    Coyote Outdoor Living
    Offering high-end outdoor kitchen gas grills since 2011, in 2020 Coyote Outdoor Living introduced their first pellet grill models. Made from 304 stainless steel which is the best quality stainless steel currently used on domestic grills Coyote is trying to offer premium products at a reduced price to their direct competition from Memphis Grills and Twin Eagles. Making them one of the cheapest full stainless steel pellet grills for an outdoor kitchen.

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    All Coyote pellet grills are made from 304 stainless steel and are available as either freestanding or built-in units: Images – BBQGuys.com
    • Product Range: Full stainless steel freestanding and built-in pellet grills/smokers
    • Made In USA: No
    • Price Range: $2,500 to $3,800
    • Availablity: BBQGuys.com
    Cuisinart
    A well-known value-focused brand for a wide range of kitchen accessories/appliances Cuisinart also offers its own range of pellet grills/smokers. The first Cuisinart pellet grills were identical to models sold under the Z Grills brand. However, later models such as the Woodcreek/Twin Oak and the later Clermont were unique to the Cuisinart brand. The Twin Oak is a gas/pellet combo grill which is growing in popularity.

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    The current two most popular Cuisinart pellet grills are the Woodcreek (left) and Twin Oaks (right): Image – Walmart.com
    • Product Range: Full-sized horizontal pellet grills/smokers and a combo gas/pellet grill
    • Made In USA: No
    • Price Range: $320 to $600
    • Availablity: Walmart.com
    Direct Wicker
    I only recently became aware of this brand while browsing the Home Depot website. Direct Wicker (a really odd brand name if you ask me) appears to be just a rebranding of existing Z Grill pellet grills/smokers. Its a brand that only appears at Home Depot that also sell Z Grills products, so I must admit I’m not sure of the purpose of this rebranding. From a consumers point of view, Direct Wicker pellet grills are simply more expensive Z Grills models.

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    The images for Direct Wicker products even still have the Z Grill branding on them: Images – HomeDepot.com
    • Product Range: Full-sized horizontal pellet grills
    • Made In USA: No
    • Price Range: $580 to $800
    • Availablity: HomeDepot.com
    Even Embers
    A value/budget-focused brand with a background in gas grills and a recent entrant into the world of pellet grills/smokers. Their first product was a pretty standard replication of a first-generation Pit Boss product with a round cooking barrel and large steel wheels. However, their second model is much more interesting, a ceramic egg pellet grill/smoker, with a ceramic body providing benefits to cooking performance and reduced pellet consumption.

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    The Even Embers barrel pellet cooker (left) doesn’t really interest me, but I’ll likely be writing an article on their ceramic egg pellet cooker (right): Images – HomeDepot.com
    • Product Range: Full-sized pellet grills including a ceramic egg pellet cooker
    • Made In USA: No
    • Price Range: $400 to $900
    • Availablity: HomeDepot.com
    Expert Grill
    Expert Grill is another value/budget brand that appears to be exclusive to Walmart. In my article on Expert Grill while I state the branding of ‘Expert’ is quite ironic for the very low price point they do have a notable feature, PID temperature control. However, you wouldn’t know it by the Walmart sales page, I only found that out while reading the manual. Put simply then, at the cheapest end of the market, the Expert Grill models are worth looking into.

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    The Expert Grill products are currently some of the cheapest/most affordable pellet grills/smokers on the market: Images – Walmart.com
    • Product Range: Full-sized pellet grills including a gas/pellet combo grill
    • Made In USA: No
    • Price Range: $400 to $900
    • Availablity: Walmart.com
    Green Mountain Grills (GMG)
    This brand has been selling pellet grills since 2014 and their portable pellet grill the Davy Crockett has for many years been the market leader with PID & WiFi integration. However, as I discuss in my article on the Best GMG reviews, they have now carried out a complete product rebranding, and the Davy Crockett is now called ‘The Trek’. GMG also sell two full-sized pellet grills featuring PID/WiFi functionality within the mid-range price bracket.



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    The current GMG range consists of the Trek (right), Ledge (centre) and Peak (right): Images – Greenmountaingrills.com
     
    Last edited: Aug 29, 2021
    #8341     Aug 29, 2021
  2. vanzandt

    vanzandt

    Grilla Grills
    The company behind Grilla Grills has over 40-years of background in manufacturing components for the automobile industry. While Grilla Grills do manufacture some of their stainless steel accessories for their products in the US, they are not a full made in the USA brand to keep their products in a more affordable price bracket. What their products do have is twin-wall insulated construction, one of the best PID/WiFi control panels in their price bracket (The Alpha Connect) and they are also now offering a pretty cool stainless steel outdoor kitchen setup.

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    The smallest Grilla Grill is the Chimp (far left) and they also have a couple of full-sized models: Images – GrillaGrills.com
    • Product Range: Portable and full-sized domestic pellet grills/smokers
    • Made In USA: No (some components made in the US)
    • Price Range: $599 to $1099
    • Availablity: GrillaGrills.com
    GrillFest
    A budget/value brand that I’ve only come across at Walmart offering a single model the 445. A typical example of what many people in the BBQ world refer to as a ‘Traeger clone’ as its fitted with a previous generation time-based control panel that used to be fitted to Traeger grills. With only a 450-degree maximum temperature setting and no PID temperature control, there are better options for around $400 the GrillFest is priced at.

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    Just a single GrillFest model is available currently with no outstanding features/specs/price: Image – Walmart.com
    • Product Range: Full-sized domestic pellet grills/smokers
    • Made In USA: No
    • Price Range: $400
    • Availablity: Walmart.com
    Kamado Joe
    I’ve previously discussed the pros and cons of pellet vs kamado grills, and Kamado Joe is one of the leading charcoal kamado BBQ manufacturers. However, they have now produced the Pellet Joe which as I discuss in my linked article I’m pretty impressed with the engineering that has gone on to produce it. The Pellet Joe is currently the only pellet cooker from the Kamado Joe brand and its not cheap at around $2K.

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    The Pellet Joe is currently the only pellet cooker to come from the Kamado Joe brand: Image – BBQGuys.com
    • Product Range: Ceramic pellet grill/smoker
    • Made In USA: No
    • Price Range: $2,000
    • Availablity: BBQGuys.com
    Lifesmart
    Pellet grills/smokers with the Lifesmart branding first started to appear in late 2019, and many people noticed that they had a similar appearance to RECTEQ (formally REC TEC) pellet grills. Some of the first customers of Lifesmart pellet grills even found RECTEQ product manuals. Basically, the same Chinese manufacturing company is making both brands of pellet grills. However, as I discuss in my Lifesmart pellet grills article, RECTEQ branded products are made to a much higher standard and price point.

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    Lifesmart pellet grills/smokers are widely available at the big box stores: Images – Walmart.com
    Louisiana Grills
    A member of the Danson LLC group, Louisiana Grills is positioned and priced as their premium brand. Offering a wide selection of pellet grills/smokers from small/portable models to larger full-sized models, vertical pellet smokers and even some built-in stainless steel offerings. I have an article on the Louisiana Grills range if you would like to learn more.

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    Most of the key models within the current Louisiana Grills pellet grill lineup: Image – Louisiana-Grills.com
    MAK GRILLS
    After the 2008 financial crisis, the US company behind MAK GRILLS decided they needed to diversify their business away from purely manufacturing automobile parts. The result was MAK GRILLS, a made in the US brand offering premium pellet grills/smoker mostly from 304-grade stainless steel. Please check out my article on the MAK GRILLS range to learn more.

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    The One, Two and Three Star General models which make up the MAK GRILLS range: Images – Bigpoppasmokers.com
    • Product Range: Full-sized premium stainless steel pellet grills/smokers
    • Made In USA: Yes
    • Price Range: $500 to $2,000
    • Availablity: Bigpoppasmokers.com
    Memphis Grills
    The first fully stainless steel pellet grill manufacturer to enter the market, Memphis Grills have been the staple of premium outdoor kitchen setups since 2016. Memphis Grills offer their pellet grills as either freestanding or built-in variants from both 430-grade and 304-grade stainless steel. Memphis Grills were previously a US-made brand, however, that’s no longer the case. Please read my Memphis Grills article to learn more.

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    The Beale Street (far left) is the cheapest Memphis Grill with larger Pro and Elite models: Images – BBQGuys.com
    • Product Range: Full-sized premium stainless steel pellet grills/smokers
    • Made In USA: No (previously was)
    • Price Range: $2,000 to $4,000
    • Availablity: BBQGuys.com
    Monument
    A budget/value-focused brand that offers a range of smaller full-sized pellet grills/smokers using control panel technology from previous generations of Traeger/Pit Boss models, hence, no PID or WiFi technology. Perhaps worth considering when on sale as a basic/cheap option, but no standout features overall.

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    The current Monument range of pellet grills use the previous generation Traeger/Pit Boss control panels: Images – HomeDepot.com
    • Product Range: Full-sized pellet grills/smokers
    • Made In USA: No
    • Price Range: $330 to $550
    • Availablity: HomeDepot.com & Lowes.com
    Oklahoma Joe’s
    The Oklahoma Joe’s brand was originally started in the 1980’s by Joe Davidson in, you guessed it, Oklahoma. Then in the late 1990’s, the brand was purchased by Char-Broil. In early 2020 the Rider pellet grill range was launched, and while being a low cost/budget offering they have some interesting features. For instance, as I discuss in my Oklahoma Joe’s article, I’m a big fan of their pellet hopper dump/storage solution.

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    The Oklahoma Joe’s Rider pellet grills range: Images – HomeDepot.com
    Pit Boss
    Another member of the Danson LLC group, the Pit Boss brand has been around for many years focusing on offering small and large budget pellet grills/smokers with notable features such as porcelain-coated cast-iron cooking grates and direct-flame searing. The Pit Boss Pros Series and Platinum Series are some of the brands most popular products, with the Pro Series exclusive to Lowes and the Platinum Series exclusive to Walmart.

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    The Pit Boss brand how one of the most extensive pellet grill/smoker range currently on the market: Images – Pitboss-grills.com
    Pitts & Spitts
    A made in USA brand based in Texas producing large domestic pellet grills/smokers with unique pivot lids. All their products feature some amount of stainless steel, with some full stainless models also available. Pitts & Spitts also offer some unique horizontal grill and vertical smoking cabinet combinations.

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    Just a few of the Pitts & Spitts pellet grill/smoker lineup: Images – Pittsandspitts.com
    • Product Range: Portable, vertical smokers and full-sized pellet grills/smokers
    • Made In USA: Yes
    • Price Range: $1,200 to $5,500
    • Availablity: Pittsandspitts.com
    Prime Pellet Grills
    The Prime range of pellet grills can be found at Home Depot and Lowes. They are a range of budget full-sized pellet grills featuring time-based temperature controllers. Not to be confused with the Prime range of pellet grills from Green Mountain Grills (GMG).

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    Prime is a budget brand of full-sized domestic pellet grills/smokers: Images – Lowes.com
    • Product Range: Full-sized pellet grills/smokers
    • Made In USA: No
    • Price Range: $400 to $600
    • Availablity: Lowes.com & Homedepot.com
    RECTEQ
    Previously branded as REC TEC, they are now branded as RECTEQ pellet grills/smokers. Since 2008 these pellet grills have been known to be one of the most affordable means to own a pellet grill featuring a stainless steel cooking chamber. RECTEQ were also one of the first companies to include PID temperature control and WiFi/App integration. Their products should not be confused with Lifesmart pellet grills, though there appears to be some link with the manufacturer in China. To learn more, please read my RECTEQ pellet grills article.

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    The domestic lineup of RECTEQ pellet grills/smokers: Images – Recteq.com
    • Product Range: Portable, full-sized domestic and commercial pellet grills/smokers
    • Made In USA: No
    • Price Range: $400 to $10,000
    • Availablity: Recteq.com
    Royal Gourmet
    The Royal Gourmet brand first appeared in 2015 and they sell quite a wide range of gas and charcoal grills. Their current presence in the pellet grill/smoker world is pretty small with a single model appearing at Home Depot and Walmart featuring earlier generation temperature controller technology. On the Royal Gourmet website, there is no reference to their pellet grill/smoker products, so it doesn’t appear they have plans to expand their pellet offerings further.

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    The current Royal Gourmet pellet grill range consists of a single 600 sq.in model: Image – Walmart.com
    • Product Range: Full-sized domestic pellet grill/smoker
    • Made In USA: No
    • Price Range: $450
    • Availablity: Walmart.com & HomeDepot.com
    Smokin Brothers
    A US-based brand and manufacture of domestic and commercial pellet grills/smokers from Missouri. Their product range starts with their Traditional line which used time-based temperature controllers with a maximum temperature of around 400 degrees. They also have a Premium PLUS line which provides more accurate PID temperature control, WiFi connectivity and a unique higher temp grilling area (HeatWave) that can reach around 500 degrees.

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    The Smoking Brothers Traditional (left) and their Premium PLUS (right) models: Images – Smokinbrothers.com
    • Product Range: Full-sized domestic pellet grill/smoker and commercial products
    • Made In USA: Yes
    • Price Range: $800 to $2,000
    • Availablity: Smokinbrothers.com
    Spider Grills
    Currently, Spider Grills are not exactly a pellet grill brand, but a pellet cooking accessory brand. Through a crowdfunding campaign, they were able to develop a bolt-on pellet burner to turn a Weber kettle into a pellet cooker, its pretty cool. Here’s an interesting fact, the engineering company behind the Spider-22 attachment (Atlas PMG) also developed the Kamado Joe Pellet Joe. I have an article on Spider Grills if you would like to learn more.

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    The Spider-22 can turn a Weber Kettle into a pellet grill/smoker: Images – Spidergrills.com
    • Product Range: Pellet cooking attachment for a Weber Kettle
    • Made In USA: No
    • Price Range: $280
    • Availablity: Spidergrills.com
    Traeger
    We finally get to where this pellet cooking idea started with Traeger in the 1980’s. Modern Traeger’s such as the Pro Series, Ironwood and Timberline are far more advanced than previous Traeger models. With their WiFire enabled pellet grills Traeger has been building one of the most extensive interactive experiences. Though Traeger has now also narrowed their line up, focusing purely on the premium end of the domestic market.

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    The current line-up of Traeger pellet grills/smokers: Images – Traegergrills.com
    Twin Eagles
    Here we have currently the most elite/expensive brand when it comes to pellet grills/smokers, Twin Eagles pellet grills are fully stainless steel and come with the best specifications/features on the market. PID/WiFi color touch screen control panel, the highest grilling/searing temps found on any pellet grill and the option of a rotissieri. Check out my Twin Eagles article to learn more.

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    Twin Eagles are currently producing the pinnacle of domestic pellet grills/smokers: Image – BBQGuys.com
    • Product Range: Freestanding and built-in luxuary stainless steel pellet grills/smokers
    • Made In USA: Yes
    • Price Range: $6,500 to $8,500
    • Availablity: BBQGuys.com
    USSC Grills
    The USSC brand or to give them their full name United States Stove Company is a brand I was previously aware of due to my background in pellet manufacturing equipment and pellet stoves/boilers. Unfortunately, as I discuss in my article on USSC Grills I think they have failed to produce a range of pellet grills/smokers that stand out on any particular feature/specification that takes advantage of the established USSC brand in the pellet world.

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    There are currently three different sizes of USSC Grills of similar appearance/features: Image – Lowes.com
    • Product Range: Mid range full-sized pellet grills/smokers
    • Made In USA: No
    • Price Range: $500 to $900
    • Availablity: Lowes.com & HomeDepot.com
    Weber
    Here we have the biggest name in BBQ who are pretty much the first brand anyone thinks of when it comes to charcoal and gas grills. Well, Weber have now thrown their hat into the pellet grill ring with their range of SmokeFire products. Now, as I discussed in my first SmokeFire article there is a lot to like about these pelllet grills, but there have also been a few bumps in the road. In my second article on the SmokeFire Gen 1 vs Gen 2 I discuss that there are still aspects of these products I think Weber needs to work on. However, as I conclude in that article, I think they are excellent pellet grills, its the smoker side of things Weber needs to do more work on.

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    The Weber SmokeFire EX4 (left) and the larger EX6 (right): Images – BBQGuys.com
    Yoder Smokers
    An American manufacturer of premium domestic and commercial pellet grills/smokers. What Yoder are well known for is their use of very thick gauge steel, for instance using 10-guage steel on their cooking chambers. However, they also feature some top-end PID/WiFi technology provided by FireBoard.

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    The Yoder domestic range starts with the YS480s (left) up the Cimmaron S Competition: Images – YoderSmokers.com
    • Product Range: Premium full-sized pellet grills/smokers
    • Made In USA: Yes
    • Price Range: $1,800 to $10,000
    • Availablity: YoderSmokers.com
    Z Grills
    One of the most well known brands of budget pellet grills/smokers offering some of the most affordable means to enter the world of pellet grills/smokers. Recently Z Grills have started to update their control panels, there are now several PID Z Grills models.

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    Z Grills offers an extensive range of budget/affordable domestic pellet grills/smokers: Images – ZGrills.com
    • Product Range: Budget full-sized pellet grills/smokers
    • Made In USA: No
    • Price Range: $400 to $800
    • Availablity: ZGrills.com
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    Click above for our suggestion tool to help you find a pellet grill/smoker within your budget
     
    #8342     Aug 29, 2021
  3. Oh my I am depressed. So many manufacturers it's mind boggling. I see a couple have BBQ.guys attached to them wasn't that an IPO recently? -- Do they sell all of these models?

    I wonder if just one or two companies provide the pellets for everyone?<---

    I'm a little shook up I thought this was a 2 company ball game Weber Vs Tredgear.
     
    #8343     Aug 30, 2021
  4. Weber initiated with a Neutral at Citi 06:01 WEBR Citi analyst Wendy Nicholson initiated coverage of Weber with a Neutral rating and $18 price target. The analyst sees a "long runway with lots of whitespace for growth" for the company. However, despite a "favorable long-term outlook and a relatively undemanding valuation," Nicholson is "much less certain about what the short-term holds," particularly as Weber faces tough compares and a "very tough" inflationary commodity environment.

    BofA starts 'market share gainer' European Wax Center at Buy 08:20 EWCZ
     
    #8344     Aug 30, 2021
  5. Apple may use Iridium connectivity 'down the road,' says William Blair 08:08 IRDM, GSAT, AAPL, GRMN

    IRDM<---- I have always loved this Company. $40.50. Relatively expensive vs it's history.

    It feels dangerous but a former Gummy may be Today's Gummy!- NRXP
    NRx Pharmaceuticals reports new finding from Phase 2b/3 trial of ZYESAMI 08:08 NRXP NRx Pharmaceuticals announced an additional finding in its phase 2b/3 clinical trial investigating ZYESAMI for the treatment of patients with acute Respiratory Failure due to Critical COVID-19. Previously announced results have focused on survival and recovery from respiratory failure at 60 days, and ZYESAMI's apparent role in preventing rise in the inflammatory cytokine IL-6, known as "Cytokine Storm." NRx's new analysis shows that patients treated with ZYESAMI demonstrated improvement in blood oxygen, indicative of improved lung function, within a day of starting treatment. The average difference in Respiratory Distress Ratio between those treated with aviptadil and placebo was both clinically meaningful and statistically significant. Moreover, the difference is comparable to that reported a year ago from an open label study at Houston Methodist Hospital by Dr. J Georges Yousef.

    NRXP Possible gummy-$14.00
     
    #8345     Aug 30, 2021
  6. vanzandt

    vanzandt

    For you and your furry friend. You can turn your old school kettle into a smoker for $100.
    upload_2021-8-30_8-31-23.jpeg

    upload_2021-8-30_8-24-25.jpeg
     
    #8346     Aug 30, 2021
  7. Affirm price target raised to $120 from $73 at Morgan Stanley 07:44 AFRM, AMZN Morgan Stanley analyst James Faucette raised the firm's price target on Affirm (AFRM) to $120 from $73 and keeps an Overweight rating on the shares after the company announced that its BNPLservice would become an accepted payment method for Amazon (AMZN). He expects that Amazon's roughly 150M U.S. Prime customers will help accelerate growth and he now estimates Affirm can grow its number of active U.S. consumers to about 18M by the end of 2023 versus a previous estimate of 11.4M. He expects Amazon will directly add about $296M in net revenue for Affirm in FY23 and would expect that the incremental profits will be reinvested, Faucette added.

    Amazon deal could add 35%-40% to Affirm contribution profit, says Credit Suisse 07:27 AFRM, AMZN, WMT, SHOP Credit Suisse analyst Timothy Chiodo notes that Affirm (AFRM) and Amazon (AMZN) are now partnering on offering "Buy Now, Pay Later" to U.S. customers on orders of $50 or more. Affirm is now working with Amazon, Shopify (SHOP), and Walmart (WMT), which Chiodo believes will bolster Affirm's network effects, supportive of Affirm's relative competitive positioning for future merchant and user additions ahead. Illustratively, under a scenario of 2% contribution profit take rate, this deal could add an incremental 35%-40% to Affirm's contribution profit versus current Credit Suisse estimates, the analyst adds. Further, Chiodo points out that Affirm stands to benefit from resultant off-Amazon sales from users acquired on-Amazon, alongside the increased brand awareness associated with being positioned on Amazon's U.S. site, and the potential for loans with consumer paid interest.
     
    #8347     Aug 30, 2021
  8. REC TEC has been in the pellet grill game for over a decade now, as it was founded in 2008. Based in Georgia, USA, just outside of the city of Augusta REC TEC focus on making Practical/Premium Class pellet grills with notable features such extensive use of 304-grade stainless steel and PID controllers. You will quickly know if you’re looking at a REC TEC pellet grill with their unique bull horn lid handles,-- They appear to make alot of pellets including that bag of Bear Mountain-- Not public.
     
    #8348     Aug 30, 2021
  9. vanzandt

    vanzandt

    Put one out on your deck Stoney and slow cook some ribs for a day; your little bear friend and all his buddies for miles around will be stopping by the pool for a swim.

    [​IMG][​IMG]
     
    #8349     Aug 30, 2021
    stonedinvestor likes this.
  10. vanzandt

    vanzandt

    Ted,
    Remember RAIL? You found it at $4.75 and rode to $6. Well I never took that thing off my watchlists so I look at it everyday. Last week they did a shelf registration for $100M and the damn thing didn't budge. It may be a buy down here at $5.50.
     
    #8350     Aug 30, 2021
    TrailerParkTed likes this.