AND that's why I'm really proud here-- because Van held that idea long after EVTOL week ended and the ARCHER dust settled. That type of buy and hold is great. Have faith. Fall in love with an idea... it's all the trappings of stonedinvesting.
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GBA Presents: House of Gummy-!
- Thread starter stonedinvestor
- Start date
Just in a general way of thinking: The fact that the FAA would grant another test flight now just after the sub to the bottom of the sea incident speaks volumes for the legitimacy of this air taxi idea.
That, and this:Just in a general way of thinking: The fact that the FAA would grant another test flight now just after the sub to the bottom of the sea incident speaks volumes for the legitimacy of this air taxi idea.
Best CEO out there.
If Bastion ever jumps ship to another company... follow him and bet the farm.
Not that he jumped ship obviously, but his level of commitment to this is certainly worth noting.
EOSE has been pumping, something about the Inflation Reduction Act makes it profitable? I have no idea, only riding the wave.
Stoney you selling the 300,000@$9.10 on Joby?EOSE has been pumping, something about the Inflation Reduction Act makes it profitable? I have no idea, only riding the wave.
I mentioned your IONQ at $11.00.
XPO is such a classic Van stock, he mentioned it $18 points ago.
Finally SOUN is up! $4.70. Russell inclusion buying.
Largest US Oil inventory drop in a while, despite constant SPR sales. Picked up some ATH at 2.65 Cdn as a day trade. ATH recent range roughly $2.60-$3. Watching my large LOU position to see if 0.52-0.54 area can be defeated; seems like a large seller to 0.52 is done and not a lot of sellers left. Will reduce at 0.64.
Out at $2.73 on extra ATH shares ( still have base position ); was hoping for 2.80-2.85. LOU still stuck at basically 0.52/0.53 but looks promising on level two.
Ted,Finally SOUN is up! $4.70. Russell inclusion buying.
Is there all sorts of chatter on the reddit boards about Blackberry? The $5.50 calls were selling like hotcakes today for about $0.15
That's a HUGE headline revenue beat, and it's up about 14% in the after hours.
$5.70 A lot of volume too. But I'll tell ya what, I think that headline is bs. The way I read it $217M of that revenue beat was a one-time gain from the sale of their patent portfolio.
These numbers don't make any sense. What kind of bs report is this?
•Total company revenue was $373 million.
•Total company GAAP and non-GAAP gross margin was 48%, both lower due to completion of the significant sale of the non-core portion of the patent portfolio in the quarter. Excluding the patent sale, the non-GAAP gross margin was 22 percentage points higher.
•IoT revenue was $45 million, with gross margin of 80%.
•Cybersecurity revenue was $93 million, with gross margin of 60% and ARR of $289 million.
•Cybersecurity billings were $122 million, increasing for the 4th consecutive quarter, with 14% sequential and 37% year-over-year growth.
•Licensing and Other revenue was $235 million, including $218 million relating to the patent sale.
•Non-GAAP operating profit was $35 million and GAAP operating loss was $11 million.
•Total cash, cash equivalents, short-term and long-term investments increased by $91 million to $578 million, with the first instalment of $170 million received from the patent sale.
•Net cash generated from operating activities in the quarter was $99 million.
I can't make any sense of that. Like it was translated from Chinese or something. Those numbers don't add up. But that's pretty heavy volume in the AH's, there were 20K blocks going at the ask so.... beats me. But if you subtract that $218M, that puts operating revenue at $155M, which is a $6m MISS.
Readers beware.
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I challenge anyone to take any combination of those numbers above, with or without that $217M sale, break out a calculator... and derive that $373M total revenue figure.
///// •Total company GAAP and non-GAAP gross margin was 48%, both lower due to completion of the significant sale of the non-core portion of the patent portfolio in the quarter.Excluding the patent sale, the non-GAAP gross margin was 22 percentage points higher./////
That makes absolutely no sense. How does the sale of their patent portfolio change their gross margins? Their gross margins last Q were 64%.
So is he saying "If we hadn't sold the portfolio we'd be 22% higher."?!
Well too bad, you sold it.
And this....
///// •Cybersecurity revenue was $93 million, with gross margin of 60% and ARR of $289 million.
•Cybersecurity billings were $122 million, increasing for the 4th consecutive quarter, with 14% sequential and 37% year-over-year growth.//////
So which of these #'s do we use?
$93M, $289M, or $122M
I mean wtf. It's like smoke and mirrors.
Is their CEO named Stoney?
///// •Total company GAAP and non-GAAP gross margin was 48%, both lower due to completion of the significant sale of the non-core portion of the patent portfolio in the quarter.Excluding the patent sale, the non-GAAP gross margin was 22 percentage points higher./////
That makes absolutely no sense. How does the sale of their patent portfolio change their gross margins? Their gross margins last Q were 64%.
So is he saying "If we hadn't sold the portfolio we'd be 22% higher."?!
Well too bad, you sold it.
And this....
///// •Cybersecurity revenue was $93 million, with gross margin of 60% and ARR of $289 million.
•Cybersecurity billings were $122 million, increasing for the 4th consecutive quarter, with 14% sequential and 37% year-over-year growth.//////
So which of these #'s do we use?
$93M, $289M, or $122M
I mean wtf. It's like smoke and mirrors.
Is their CEO named Stoney?