GBA's "2021 Stock Phantasma"

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

  1. ALRIGHT I have to shovel the cars out got snowed on again.

    Van- A name we were talking about before we switched threads-- Opko. You probably didn't see but they had a very nice large commercial during the NY Giant game and I'm thinking this is how they probably took their money from the NFL and it's pretty damn smart if they also get a free ad in each playoff game & Super Bowl commercial. This is all conjecture on my part but they didn't pay for that commercial yesterday i don't think. My spidey sense is slightly alive here with...
    OPK

    $4.17
    0.22(+5.57%)<---------------
    12:31 PM 01/04/21
     
    #21     Jan 4, 2021
  2. Van what the hel did you do to my market? Shovel some snow, clean off some cars and come back to complete free fall. What gives?

    My opinion: The market is setting itself up for a sell off if the Dem's win both seats in the Georgia run off. And I didn't think it could happen until the most recent phone call by Trump. You have to ask yourself why would Trump endanger what was a pretty easy win a few weeks ago? What's the end game. If he's willing to lose the Senate then his endgame is to splinter the Republican party and create a new third party- it will be Freaky Q-Anon stuff.

    Biden though would then come in and be able to instantly pass huge amounts of dollars to get the vaccine rolled out properly and that will set the market right back up.

    So I don't think it's enough of a reason to start a correction- this Georgia race.

    Note to self- This AMRS will not die. Certainly i sold too early but what is going on? They do skin cares stuff sold to China... The syk just keep extending in little ways.

    Note To Self-- I had written all this chicken scratch about a company called SPRO>
    a biotech working on a new class of anti-biotics...-- " It's a pill with the power of an IV ">
    Company Profile
    [​IMG]
    Spero Therapeutics, Inc., a clinical-stage biopharmaceutical company, focuses on identifying, developing, and commercializing novel treatments for multi-drug resistant (MDR) bacterial infections and rare diseases in the United States. Its product candidates include tebipenem pivoxil hydrobromide (HBr), an oral carbapenem-class antibiotic to treat MDR gram-negative infections for adults; SPR206, a direct acting IV-administered agent to treat MDR Gram-negative infections in the hospital; and SPR720, an oral antibiotic for the treatment of pulmonary non-tuberculous mycobacterial disease. Spero Therapeutics, Inc. has license agreement with Meiji Seika Pharma Co., Ltd. to support the development of tebipenem HBr; collaboration agreement with Everest Medicines to develop, manufacture, and commercialize SPR206 in Greater China, South Korea, and Southeast Asian countries; collaboration agreement with Bill & Melinda Gates Medical Research Institute to develop SPR720 for the treatment of lung infections caused by Mycobacterium tuberculosis; and license agreement with Vertex Pharmaceuticals Incorporated for patents relating to SPR720, as well as SPR719, an active metabolite. The company was founded in 2013 and is headquartered in Cambridge, Massachusetts.>>

    Good entry point today... Around $18 will go back to $22 after news releases they just started dosing...WATCH SPRO
     
    #22     Jan 4, 2021
  3. --jack ma is missing

    --my F*ing up 9% in XPING IS MISSING!!!
     
    #23     Jan 4, 2021
  4. Inflatable Costume May Be Behind Outbreak at California Hospital
    An employee at a hospital in San Jose wore an “air-powered” costume on Christmas. Within days, 44 staff members had tested positive for the coronavirus and one had died, the hospital said.



    [​IMG]
    [​IMG]
    Fan-equipped, inflatable costumes have been banned at Kaiser Permanente San Jose Medical Center after one was blamed for a coronavirus outbreak among staff members.
    BAD NEWS FOR BARNEY
    • PublishedJan. 3, 2021UpdatedJan. 4, 2021,10:33 a.m. ET
    An air-powered, inflatable costume, worn by a staff member on Christmas to spread holiday cheer, may be to blame for a coronavirus outbreak that infected dozens of workers in a hospital in San Jose, Calif., a hospital spokeswoman said.

    An employee wore the costume “briefly” in the emergency department at Kaiser Permanente San Jose Medical Center, the spokeswoman, Irene Chavez, said in a statement. The hospital began an investigation after 44 staff members tested positive for the coronavirus between Dec. 27 and Friday, she said.

    One staff member who was working in the emergency room on Christmas Day has died from Covid-19 complications, the hospital said in a statement on Monday. While the exact cause of the outbreak is under investigation, the costume is “a likely source,” it said.

    Inflatable costumes are usually powered by a battery-operated fan that sucks air into the suit, helping it keep its shape. T. rex and sumo wrestler models are among the more popular. Some costumes cover the wearer’s face while others leave it exposed.


    Ms. Chavez declined on Sunday to say what kind of air-powered costume the hospital employee wore, but she described it as “holiday themed.” NBC Bay Area reported on Sunday night that it was a Christmas tree costume, with a red nose, a smile and a large pair of eyes.

    YOU CAN'T MAKE THIS SHIT UP VAN....
     
    #24     Jan 4, 2021
  5. WHAT DID GUMMYBEAR ADVISORS DO FOR YOU TODAY!!

    Arcturus Therapeutics Holdings Inc. (ARCT)

    48.90+5.52 (+12.72%):)
    At close: 4:00PM EST

    IMAGINE THAT!
     
    #25     Jan 4, 2021
    mac likes this.
  6. Van if you see this run!
    Covid Covid Covid
     
    #26     Jan 4, 2021


  7. BOARD MEETING TOMORROW VAN!
     
    #27     Jan 4, 2021
    vanzandt likes this.
  8. Have you seen " Killing Eve " yet....
     
    #28     Jan 4, 2021
  9. Spero Therapeutics Inc (SPRO) Stock Loses -15.79% This Week; Should You Buy?-- YES!
    Monday, January 4, 2021 10:46 AM|
    [​IMG]
    Spero Therapeutics Inc (SPRO) stock has gained 95.15% over the last 12 months, and the average rating from Wall Street analysts is a Strong Buy.InvestorsObserver’sproprietary ranking system, gives SPRO stock a score of 76 out of a possible 100.

    That rank is chiefly influenced by a long-term technical score of 91. SPRO's rank also includes a short-term technical score of 78. The fundamental score for SPRO is 58. In addition to the average rating from Wall Street analysts, SPRO stock has a mean target price of 25. This means analysts expect the stock to add 35.14% over the next 12 months.

    SPRO has an Overall Score of 76.

    Over the past year the S&P 500 is up 14.99% while SPRO has gained 95.15%. SPRO lost -$4.21 per share in the over the last 12 months.
     
    #29     Jan 4, 2021
  10. Chinese EV demand continues to rise, with a strong triple digit gain in November pushing NEV sales to a YTD gain, while sales in traditional vehicles remain down. CAAM reported that total auto sales rose 12.6% YoY for November, although "sales of new-energy vehicles, the bulk of which are electric cars, more than doubled to 200,000 units." NEV sales now are showing 3.9% growth YoY to 1.1 million units from January to November, representing the demand resilience from the pandemic-related slump in sales in the beginning of the year, as well as an acceleration of EV adoption as manufacturers continue to ramp up production to meet demand.

    [​IMG]

    XPeng continues to show rapid growth in deliveries through Q4, with November's 4,224 units delivered representing a 342% growth rate YoY, after the company successfully finished a rapid production of 10,000 units of the P7 (shown above) in just 160 days by late October. With October's 3,040 units delivered (for YoY growth of 229%), deliveries for Q4 so far have hit 7,264, just 1,000 shy of Q3's total, as XPeng heads for another very strong quarter of deliveries growth. XPeng has delivered 21,341 units so far this year (87% growth YoY), with December possibly pushing that above 26,000 units.

    Q3's deliveries of 8,578 generated RMB1.99 billion in revenues (USD293 million) due to the sharp rise in deliveries associated with XPeng's successful rapid scalability of manufacturing. Aside from this heavy triple digit revenue growth, XPeng's growth in deliveries (and continual growth through Q4), has led to positive margins, even though net loss widened a bit to RMB864.9 million. Gross margin rose 1470 bp YoY and 630 bp QoQ to 4.6% while vehicle margin rose 1400 bp YoY and 880 bp QoQ to 3.2% during the quarter, as both metrics were boosted by delivery growth offsetting production overhead costs.

    For Q4, revenues should grow at a solid clip QoQ, rising to RMB2.67b to RMB2.87b (USD410-440 million) should December show near 5,000 deliveries (for quarterly deliveries above 12,000); this would exceed internal guidance of 10,000 units and RMB2.2b in revenues. That would lead to a 12-month forward revenue estimate at/above RMB10.0b, or USD1.49b, by Q2 '21.

    Revenues should continue to rise significantly as capacity extends to its full amount during 2022 and will be aided by new production in Guangzhou in 2023; XPeng noted that "in addition to its wholly owned plant in Zhaoqing, Guangdong province, which has an annual production capacity of 100,000 units, XPeng’s new Smart EV Manufacturing Base in Guangzhou will significantly expand the Company’s production capacity and accelerate XPeng’s momentum to achieve its goals in innovation, technological advancement and growth." Zhaoqing's capacity of just over 8,000 units per month still hasn't been fully translated into deliveries, which sit at about half of that figure; however, there's much more room for growth in monthly deliveries and quarterly revenues as deliveries start to rise closer to that max capacity level. Future capacity expansion will only aid revenues as higher delivery potential will be unlocked.

    For 2021, strong revenue growth to a potential RMB14.5b will be aided by the large, 100+ physical store footprint and margin expansion, with vehicle margin possibly rising another 400 to 600 bp to just under 10%, with gross margin about the same; this would mean that XPeng's margins could remain weaker than peers Li (19.8% vehicle and gross margin for Q3) and NIO (14.5% vehicle and 12.9% gross margin for Q3).// A neg-- XPeng's cost of production could remain a very significant (80+%) of revenues moving forward through 2021 as the company is dedicated to heavy R&D investment.<---

    XPeng is also taking tentative steps into European expansion, a market which provides a significant amount of room for growth. An initial 100 units of the G3 model had begun delivery to Norway just over a week ago, kicking off XPeng's international expansion plans ahead of a slated P7 launch in Europe within the next 12 months.

    Yet the R&D investment picture already looks promising, and could potentially allow XPeng to start grabbing more market share in the mid to high-end market, as its two models compete with other EVs for top-of-the-line specs and features while offering a longer range per change, beating out foreign imports based on price. XPeng announced in November that it "has significantly upgraded its autonomous driving software and hardware systems for the 2021 production models," introducing Lidar systems to new vehicle production.<-------

    XPeng also received the "Car of the Year 2021 by the Xuanyuan Awards, China’s most prestigious badge of auto quality and innovation" for the P7, highlighting XPeng's prestige status in creating and elevating a "superior human-car experience that breaks the stereotype of an electric sports car." This recognition of quality and status could lead to more sales through 2021, although it's no guarantee.<---- Hello Apple....

    XPeng has the cash and desire to continually push R&D standards higher, so combining that with capacity expansion paints a positive outlook, even in a fragmented market. XPeng had nearly RMB20 billion in cash and equivalents at the end of Q3, and raised another RMB16.3 billion (US$2.5 billion) from the recent share offering.<----

    VAN I ASK YOU TO GET ON BOARD WITH ME-- I HAVE CUSTOM ORDERED A P-7 !!!!
     
    #30     Jan 4, 2021