GBA Presents: THE GREEN MARKET

stonedinvestor · Nov 5, 2021

PLANT GRID @ $29

Grid Dynamics price target raised to $45 from $30 at Needham 08:36 GDYN

stonedinvestor · Nov 5, 2021

vanzandt said:
It dropped 7% yesterday on heavy volume. It's going lower Stoney.
More...

It's nothing specific. They were all lower on heavy vol.

stonedinvestor · Nov 5, 2021

A) GDYN

B) PSTG

C) FLR

stonedinvestor · Nov 5, 2021

FLR
Fluor Corporation
20.29
0.47(+2.37%)
4:00 PM 11/04/21
Pre-Market:$21.55+1.26(+6.21%)<----------------

This is so embarrassing Ugh. What is my problem Total tail between the legs time. I bawled out these guys yesterday for not geting $77 on CFLT and now

NASDAQ |Pre-Market:$80.00+6.40(+8.70%)<-------

stonedinvestor · Nov 5, 2021

Van I have a really busy day-- take us home.

I should get up to Ct by 3:30 ish.....

Watch that GOOSE if it comes in........

vanzandt · Nov 5, 2021

vanzandt said:
Yeah we covered this already Stoney.

The ipo will go right back to the current shareholders and it'll be reflected in a decrease of ABB class A's price, offset with the addition of some fractional ownership of the new ipo shares. So it'll be a wash out of the gate, but the bet will be on the ipo'd stock taking off from there.
It's a good move.

The rest of their divestiture is less than 17% of existing revenues, so not quite "divesting everything".
As I pointed out, grid is still a huge part of their operation.

Now, the grid is one thing, but power-plants are another. We need more capacity. It won't be hydro, kills fish. It won't be coal, kills the atmosphere. Natty works, but it still has an atmospheric footprint.
Solar, wind, wave action are all good... but I don't see them providing what we'll need by 2035 when 70% of our vehicles will be electric.

That leaves nuclear. How long does it take to build a nuclear plant? 10 years easy.

So who knows. If we build power-plants then we need to look at the big E&C companies for the granny portfolio. Fluor is a good one for that.

$FLR

Historically its been a dog, but I wonder if its time has finally come.
That's another one that needs to divest things.
Its needs some new blood in management.
I bet it happens.

$FLR at $17 is in the G4G portfolio bull-pen.
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Granny portfolio member FLR gives loyal VZ readers 25% in 4 months.

FLR--------> $21.52 pre-market!

vanzandt · Nov 5, 2021

stonedinvestor said:
It's nothing specific. They were all lower on heavy vol.
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And?
That doesn't mean it won't keep dropping.
Why buy into a sector that's dropping?

unconventional wisdom · Nov 5, 2021

no mention of FNKO yet? I'm shocked!

NASDAQ | Pre-Market: $19.30+1.88 (+10.79%)8:33 AM

one quote from the release:

"Launched multiple Digital Pop! NFT Collections, all of which sold out in minutes."

Funko NFTs for Christmas!

vanzandt · Nov 5, 2021

unconventional wisdom said:
no mention of FNKO yet? I'm shocked!

NASDAQ | Pre-Market: $19.30+1.88 (+10.79%)8:33 AM

one quote from the release:

"Launched multiple Digital Pop! NFT Collections, all of which sold out in minutes."

Funko NFTs for Christmas!
More...

I think $19 will hold on Matterport btw.
If it dips below it, I don't think it will stay there long.

janes · Nov 5, 2021

vanzandt said:
I think $19 will hold on Matterport btw.
If it dips below it, I don't think it will stay there long.
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i'm sort of buying the dip in phases. bought a small amount at 20, will buy a few more if it goes to 19, a few more at 18. won't buy a lot more unless the thing really drops--which i agree, it probably won't.