GBA Presents: RADIO SAVANT-!

stonedinvestor said:
ZOOM reports tonight Van.

We could do a DIPSY DUE Trade.

Buy ZM now... sell tomorrow/ rotate into Splunk and then out....
More...



BOUGHT 1/2 ZOOM POSITION @$86.75
Took a small piece of ZOOM.

Trading volume has increased since March and the On-Balance-Volume (OBV) line has been in a decline from July but the pace of the decline has slowed down with the May low only slightly lower than the March low.

The 12-day price momentum study in the lower panel of this chart shows that momentum levels have improved from December while prices have continued lower. This difference between what prices are doing and the indicator is doing is a bullish divergence and can at times foreshadow a rally. This could be the time with earnings coming out this evening.

dc5b960e-da93-11ec-b437-01cbd89af715.gif


In the weekly Japanese candlestick chart of ZM, below, we can see a potential bullish hammer bottom pattern the second week in May. The most recent candlestick pattern is a spinning top so this week we need to see some bullish confirmation of a bottom. A white real body this week will do it.

The weekly OBV line is still pointed down but like the daily momentum study, the weekly momentum study shows improvement and a slowing in the decline.
 
EVERYTHING CHINESE SHOULD GO UP WITH HE TARIFF RELIEF.!

But Zoom Video aims to stay in the contact center market with its own products and services. And artificial intelligence software will likely play a role. Zoom Video has invested in Observe.AI, a startup that transforms contact center functions via AI.

At Zoom's recent "Work Transformation Summit," it showcased IQ for Sales. The product provides conversation intelligence add-on tools for business meetings.

ZM Stock: Customer Retention Key
In the business market, Zoom rivals include RingCentral (RNG), Cisco Systems (CSCO), LogMeIn and Fuze.

While paid consumer subscribers are important, the company's roots are in the enterprise market. Growth in annual recurring revenue for business customers with contracts topping $100,000 is one metric to monitor.

Zoom stock has created a $100 million fund for app developers.

In addition, Zoom Video on June 29 hired former Microsoft executive Ricky Kapur as the head of Asia Pacific marketing. The same day, it acquired German startup Karlsruhe Information Technology Solutions. The startup provides real-time language translation tools that use artificial intelligence.

According to Morgan Stanley, Zoom garners about 50% of revenue from monthly payers. Zoom aims to convert monthly business subscribers to annual contracts.

Zoom Stock: The Ma Bell Of Video Calls?
A "Zoom Meeting" refers to a videoconferencing session hosted on its cloud infrastructure. During the Covid-19 crisis, Zoom upped investments on computer servers as demand surged.

One key to Zoom's success has been a "freemium" business model. Zoom's basic video-calling package is free.

Zoom puts limits on the number of participants in a group call and the length of meetings. Often company management learns about Zoom's software after an employee reports a positive experience. Zoom software gets high ratings for ease of use and simplicity following earlier video services that provided jerky images and out-of-sync audio.

Many companies like Zoom tools because they usually don't require support from tech staff.

At the Zoomtopia user conference in mid-October 2020, Zoom management introduced "OnZoom." It's an online event platform with paid admission. In late 2021, Zoom acquired assets —event production tools — from startup Liminal.

Zoom Phone A Potential Market Disruptor?
Paid Zoom business plans cost $15 or $20 per employee and require minimums of 10 or 50 seats. Early on in the coronavirus crisis, Zoom offered online coupon codes with discounts.

The company's privacy policy notes that consumer data is shared for targeted advertising.
 
I wonder if these guys will benefit in any way by tariff relief. you would think China may also
do this on their side... SEED already sells a ton of seed to China but is their a tariff>?

This was back in Feb. Co announced a huge purchase order from China today)


Origin Agritech sees FY22 revenue growth over 300%, expects to be profitable 02/07/22 SEED Origin Agritech announced that it expects revenues to grow in excess of 300%, to over 150M RMB, and expects to turn a profit for fiscal 2022. The expected revenue growth is driven by both growth in its existing hybrid seed business and the addition of a new revenue stream of selling nutritionally enhanced crops to feedstock companies. Due to increased pre-orders, Origin is already sold out of its hybrid seeds for this year's planting season. The company is increasing its production capabilities for the next planting season as it expects this trend in demand to continue as climate change continues to pose increasingly significant challenges to farmers. Additionally, Origin expects its partnership with BaoDao Feed Ltd to provide sizable revenue growth. Its nutritionally enhanced corn varieties are able to eliminate the need for costly additives and are estimated to double the gross margins for the feedstock companies. Origin is currently in discussions for similar partnerships with other feedstock producers with the goal of creating bespoke crops for each customer, which Origin plans to achieve through its GMO and CRISPR technologies.
 
GBA BUY ALERT SEED *** 1000 @$6.90

NSDQ
SEED ORIGIN AGRITECH LIMITED SHS NEW
ORIGIN AGRITECH LIMITED SHS NEW selected

Last Price by Size over Exchange Last Price x Size / Exch
Last price:
6.90
Size and net change:
x1000shares,Dup+0.3900up(+5.99%)
Bid x size
Bid price by size
6.90xby1000sharesP

Order preview details
Action Quantity Description Price type Price Duration
Buy 1000 ORIGIN AGRITECH LIMITED SHS NEW (SEED) MKTMarket
 
stonedinvestor said:
BOUGHT 1/2 ZOOM POSITION @$86.75
Took a small piece of ZOOM.

Trading volume has increased since March and the On-Balance-Volume (OBV) line has been in a decline from July but the pace of the decline has slowed down with the May low only slightly lower than the March low.

The 12-day price momentum study in the lower panel of this chart shows that momentum levels have improved from December while prices have continued lower. This difference between what prices are doing and the indicator is doing is a bullish divergence and can at times foreshadow a rally. This could be the time with earnings coming out this evening.

dc5b960e-da93-11ec-b437-01cbd89af715.gif


In the weekly Japanese candlestick chart of ZM, below, we can see a potential bullish hammer bottom pattern the second week in May. The most recent candlestick pattern is a spinning top so this week we need to see some bullish confirmation of a bottom. A white real body this week will do it.

The weekly OBV line is still pointed down but like the daily momentum study, the weekly momentum study shows improvement and a slowing in the decline.
More...

stonedinvestor said:
BOUGHT 1/2 ZOOM POSITION @$86.75
Took a small piece of ZOOM.

Trading volume has increased since March and the On-Balance-Volume (OBV) line has been in a decline from July but the pace of the decline has slowed down with the May low only slightly lower than the March low.

The 12-day price momentum study in the lower panel of this chart shows that momentum levels have improved from December while prices have continued lower. This difference between what prices are doing and the indicator is doing is a bullish divergence and can at times foreshadow a rally. This could be the time with earnings coming out this evening.

dc5b960e-da93-11ec-b437-01cbd89af715.gif


In the weekly Japanese candlestick chart of ZM, below, we can see a potential bullish hammer bottom pattern the second week in May. The most recent candlestick pattern is a spinning top so this week we need to see some bullish confirmation of a bottom. A white real body this week will do it.

The weekly OBV line is still pointed down but like the daily momentum study, the weekly momentum study shows improvement and a slowing in the decline.
More...
I dunno Stoney. It's risky.
A forward PE of 25 and projected 5 year growth annually at 15% gives it a PEG of 1.67.
That scares me in this market.
Option volume today is very bearish.

Don't yell at me tomorrow if I'm wrong, but I think you should get on the sidelines.
Unless they announce they're buying something.
They do have a lot of cash.
Do they have a buyback in place?
They might announce one if not.

Is it a glorified one trick pony?
It kinda is.

Those options wouldn't be this pricey if it was a slam dunk to the upside.
21% move in one direction or the other being priced in.
At $108 that would give this thing a trailing PE of about 27 if they come in at the top of estimates.
Is it worth that for 15% growth?
Not really.
But like I said, maybe they'll do something with that cash hoard.
 
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