GBA Presents: House of Gummy-!

Description

Intuitive Machines, Inc. designs, manufactures, and operates space products and services in the United States. Its space systems and space infrastructure enable scientific and human exploration and utilization of lunar resources to support sustainable human presence on the moon. The company offers µNova, a lunar rocket-fueled drone, lunar surface rover services, fixed lunar surface services, rideshare delivery services, lunar access services, lunar orbit delivery services, and lunar data network services, as well as content sales and marketing. It also offers aerospace engineering services to NASA and the aerospace industry. Intuitive Machines, Inc. was founded in 2013 and is based in Houston, Texas.


$2.55
 
Travel tech is rapidly taking the reins of the planning stage, according to Expedia’s Fish. Generative AI platforms, like ChatGPT, grabbed a lot of headlines in 2023 but not many people used them to plan travel.

“We predict that in 2024 half of travelers will use (AI) to plan their next trip when apps like Expedia incorporate ChatGPT into the experienced,” Fish said. “You can ask questions and the AI recommendations are saved for you to come back to later and book the trip.”


Could EXPD be a YEAR24 stock?
 
ETSY stock currently trades around 14.1x the 2024 consensus EBITDA of $791.4 million and about 12.5x the 2025 consensus of $889.1 million.

It trades at a forward PE of nearly 14x the 2024 consensus of $4.80 and just over 13.2x the 2025 consensus of $5.53.

Revenue growth is expected to be nearly 6% in 2024, and then grow around 9-13% a year over the next few years thereafter.

ETSY trades at towards the middle of the pack vs other marketplace stocks, trading at a premium to the likes of eBay (EBAY) and at a discount to Amazon (AMZN).
 
In BIotech ITCI would be a top pick for me. based mostly on the buyout possibilities.

This name has been bantered around so many times I think big drug co's must be kicking the tires.

Intra-Cellular is already a success. They got Caplyta approved to treat Schitzophrenia in 2019.

That may interest a certain Schitzo. :D This same Caplyta was also approved for bipolar disorder in 21'.

Which may interest Van.

$126m in Q3 2023, sales up 75% year-on-year, with prescriptions increasing 71% year-on-year. Across the first nine months of 2023, Intra-Cellular earned $331m of revenues, although the company recorded a net loss of $(125m).

The forecast for 2024 is for revenues of $460 - $470m, with SG&A expenses of $405m - $420m, and $R&D expense of $185 - $200m.

Alright granted those are not encouraging numbers so much expenses! If you back out R&D things look a lot better.

Those expenses are being used to take the base ingredient in Caplyta " lumateperone " and try and use that for Major Depressive Disorder.

There are 2 Phase 3 studies ongoing in MDD, and Intra-Cellular expects to report results in "the first and second quarters of 2024, respectively."

That's a huge market. Everyone is depressed.

If all goes well Caplyta could eventually generate peak sales of >$4bn per annum.
 
"There is a lot of concern about China's growing military confidence," says Jay Van Sciver, a partner at research firm Hedgeye. He says the two-decade war on terror focused less on heavy armaments – so-called "consumables" such as bullets, grenades and tactical gear – but now the focus is on big-ticket capital equipment such as fighter jets and aircraft carriers. "We are in the position where these platforms are 40 or 50 years old and now need to be refurbished or replaced," Sciver says.

Most of the buying action will come from other countries, not the U.S., says Sciver. He likes Huntington Ingalls Industries (HII), a shipbuilding company that also produces water-based drones, along with broad-based defense giants General Dynamics (GD) and RTX (RTX).
 
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