GBA Presents: House of Gummy-!

Big News out of Main>>>>>

Gulf of Maine Floating Offshore Wind Research Array
The Governor’s Energy Office has submitted an application to the Bureau of Ocean Energy Management to lease a limited, 15.2-square-mile site in the Gulf of Maine for the nation’s first floating offshore wind research site in federal waters.

Maine%20BOEM%20Application%20Map.jpg
 
I heard on the radio that 300,000 homes would be powered by this wind farm that just got the go ahead in Main. There are huge European players but they are going to have to sub contract out some of the work and that's when our dear Friend BWEN comes into play.

Broadwind, Inc. (BWEN)
broadwind-stock.png


Broadwind is a manufacturer specializing in high-precision mass manufacturing. One of its key markets is the pillar and other components like gearboxes required by wind turbines.

Since a push for diversification beyond wind power in 2018, Broadwind is also active in other sectors that require large machinery, like mining, power generation, shipbuilding, power generation, and oil & gas. By far, wind is still its largest segment, representing half of the company's revenues.

Its manufacturing sites are located in the USA, in 5 different states.

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Source: Broadwind

In Q1 2023, the company grew its revenues by 17% year-to-year. The company also received a “transformational” new order for wind turbine towers worth $175M, more than twice the company's early 2023's valuation, to be fulfilled in 2023 and 2024. The company also estimates that the passing of the IRA (Inflation Reduction Act) should bring it up to $30M in gross profit beginning in 2023.

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Source: Broadwind

Broadwind is a stock that will benefit from the relocation of the industrial supply chain in the USA. It is also still a very small market capitalization, with plenty of space to grow, or maybe also a potential target for acquisition by a larger wind turbine manufacturer willing to integrate vertically Broadwind’s expertise in precision manufacturing.
 
BWEN $3.85

NASDAQ:BWEN) share price has soared 176% in the last 1 year. Most would be very happy with that, especially in just one year! And in the last month, the share price has gained 15%. Unfortunately the longer term returns are not so good, with the stock falling 15% in the last three years.
 
--Vicor upgraded to Buy from Hold at Craig-Hallum » 07:42 VICR

--Vicor price target raised to $75 from $65 at Needham » 08:10 VICR, NVDA

--Logitech price target raised to $80 from $63 at Wedbush » 08:00 LOGI

--Polaris price target raised to $140 from $125 at Baird » 06:49 PII

--Zurn Elkay Water price target raised to $34 from $26 at Mizuho » 06:43 ZWS

--Humacyte completes enrollment in Phase 2/3 trial of HAV » 08:05 HUMA

--Datadog price target raised to $130 from $110 at BofA » 06:37 DDOG



 
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I STILL HAVE TWO OARS IN THE WATER :sneaky:

STEM & AUR

I MADE A PROMISE TO THE BIG MAN UPSTAIRS THAT I WOULD STOP AFTER I HIT MY NUMBER.... AND I BELIEVE THE GOAL WAS EIGHT 40% WINNERS AND A 70% GOBSTOPPER...

WE ARE SO VERY CLOSE.//

WILL I BE CLOSING THE THREAD AFTER?-- MOST LIKELY //THIS PERFORMANCE WILL NEVER BE BEATEN! JUST LIKE ALL THE OTHER GBA THREADS>>>>>

ELITE TRADERS ARE VERY LUCKY INDEED... COMPARE MY WORK TO CRAMERS MORNING MEETINGS... HE HAS ZERO 40% WINNERS AND ZERO 70% WINNERS :p:p:pHAHAHAHAHAHAHAHAHAHA

:cool: I GO ON VACATION AFTER THURS CLOSE. ~STONEY
 
I asked my girl at the gym if she had ever heard of flow water and she said she hates the taste of the cardboard container. (she's like that-- I find it cute- hates everything)

But she did say find a stock with water filtration.

These work out warriors like their BPA free water bottles or they take their own tin cans (she doesn't like the taste of the metal containers either) -- she wants a filter. Is it on her tap of actually on her bottle?<--- I'm digging. On a large scale we have:

Company Profile
ZWS

Zurn Elkay Water Solutions Corporation engages in design, procurement, manufacture, and marketing of water management solutions in the United States, Canada, and internationally. It offers water safety and control products, including interceptors, water control and backflow, fire protection, PEX pipings and tubings, valves, fittings, and installation tools under the Zurn and Wilkis brand names. The company also provides flow systems products, comprising point drains, hydrants, fixture carrier systems, chemical drainage systems; and interceptors and separators, acid neutralization systems, and remote monitoring systems under the Zurn and Green Turtle brands. In addition, it develops, manufactures, and markets remote tank monitoring devices, alarm, software, and services. Further, the company offers sensor-operated flush valves under the Aquaflush, AquaSense, and AquaVantage brands; heavy-duty commercial faucets under the AquaSpec brand; water conserving fixtures under the EcoVantage and Zurn One brands; stainless steel products under the Just Manufacturing brand name, which include stainless steel sinks and plumbing fixtures, and various types of sinks, as well as drinking water products, such as dispensing and filtration products. It serves higher education, healthcare, retail, restaurant, hospitality, education, government, and fire protection markets. The company was formerly known as Zurn Water Solutions Corporation. Zurn Elkay Water Solutions Corporation was incorporated in 2006 and is headquartered in Milwaukee, Wisconsin.
 
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