GBA Presents: RADIO SAVANT-!

Another glass play!

Man, BLL Corp/ CCK Crown Holdings./ OI Glass /& Ardagh Metal Beverage

I HAVE FOUND A BULL MARKET-! ALL ALONG HAVE I NOT BEEN TALKING ABOUT PACKAGING
Packaging packaging packaging.... Fast Food problems this is why! Amazon ruining the earth this is why! Packaging and packaging solutions Green solutions<--- I can create a whole packaging portfolio and it will be all green baby!!!

How do I bring this idea to the HF without sounding crazy..
 
stonedinvestor said:
I HAVE FOUND A BULL MARKET-!
More...


You got a theme, ok, there could be worse themes I suppose, now you have to do some legwork.

But since you've been so nasty to me lately because I've had like 10 perfect timing calls in a row, unheard of across any social media outlet, the part where I do the legwork will now be replaced by me only providing guidance.

First of all, I'd read the transcripts of Inbev, Pepsi, Bud, etc. What did they say?
And if any CC would have addressed it in depth lol, it would be my favorite crazy CEO of FIZZ. They use a lot of cans.
So see if this came up in the cc's.

Now lucky for your theme, Aluminum like all the other metals has dropped nicely. I'm unfamiliar with the business. Do end users purchase and sign contracts for future dates? If so, and they signed when AL was at a top.... these can companies will make bank.
OR>>> are cans purchased on a just in time basis?
These are the questions you need to research.

I'd be willing to bet those can companies fire their smelters with natural gas.
That will sting.
But was it priced in?
again, back to the cc transcripts.

There's a lot to a theme Stoney.
Investing takes work.
Research.

Throw us some picks if you just want to fly by the seat of your pants.
Include the entry price.
That way I can return the nastiness when you're wrong.
IF... you're wrong.
I think it's a good theme... I really do.
But that said... have at it. :cool:

EDIT:
stonedinvestor said:
How do I bring this idea to the HF without sounding crazy..
More...

You do the homework yourself... and then bring it.
~vz
 
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Good First Day Of June---

Yes I need to firm up my thesis but I will be presenting my " CAN " PORTFOLIO IDEA TO THE HF Friday. It's kind off funny because IBD used to have a CAN SLIM rating years ago. No idea what it meant.

Perfume makers can't get their bottles, Ice Tea makers can't get their bottles that all = more Cans... and more bottles. But I had been entirely focused on the glass because refreshments taste better out of glass... Then it hit me-- Can's. Try ice tea in a can and I ordered two cases.
 
Great News! Biden has ok'd missals that can go far enough to wipe out Russians out of artillery range. The US must have received a promise that they would not be used to attack Russia inside her boarders.

This is huge-- now we have to get them in country.
 
Rivian Automotive director buys $1.17M in common stock 17:44 RIVN In a regulatory filing, Rivian Automotive disclosed that its director Jay Flatley bought 40K shares of common stock on May 26th in a total transaction size of $1.17M.

CHINA)

Xpeng delivers 10,125 Smart EVs in May 05:07 XPEV XPeng announced its…

Li Auto delivers 11,496 Li ONEs in May » 05:12 LI Li Auto announced that…

NIO delivers 7,024 vehicles in May 05:37 NIO Nio announced its May…
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Etsy resumed with an Outperform at JMP Securities 05:34 ETSY JMP Securities analyst…

Nutrien initiated with an Overweight at Barclays 05:53 NTR Barclays analyst Benjamin…

Corteva initiated with an Overweight at Barclays » 05:54 CTVA Barclays analyst Benjam

Li-Cycle to receive $200M investment from Glencore 06:20 LICY, GLNCY Li-Cycle (LICY) has…
 
Ok couple words of warning.

- This was and is a SPAC

- This is a biotech.

- This biotech uses actual gold (which must be very expensive)

- I of course fell for them early on.... and have kept updated for a year....

Clene to present new data from RESCUE-ALS study at ENCALS meeting 07:11 CLNN Clene announced the presentation of new data from the company's Phase 2 RESCUE-ALS study at the European Network to Cure ALS Meeting 2022 taking place June 1-3 in Edinburgh, Scotland. Data being presented include: Preclinical evidence for neuroprotection by CNM-Au8, using both human induced pluripotent stem cell and primary neural-glial models of ALS, indicate that catalytically-active gold nanocrystals of CNM-Au8 target energy metabolism by a novel mechanism holds promise as a new therapeutic strategy for the treatment of ALS. Newly released interim survival data from the long-term open label extension study demonstrate that early treatment decreased risk of mortality by 62% when compared to delayed treatment; and decreased mortality risk by 64% when participant survival is compared to individual participant ENCALS predicted median survival. The results from the RESCUE- ALS study provide evidence of safety and suggest efficacy of CNM-Au8 in patients with early ALS. The 36-week blinded period of RESCUE-ALS suggested efficacy benefits with CNM-Au8 treatment versus placebo: slowing ALS disease progression, decreasing the proportion of participants with a 6-point decline in the ALS Functional Rating Scale Revised and improving quality of life as measured by the ALS Specific Quality of Life questionnaire.

I have no idea what the market's appetite is for such a long dated idea....

I don't see many gummies today.....

POSSIBLE GUMMY MATERIAL- CLNN
 
I can't believe this stock is still around. many many years ago I owned this name for a second.

Singing Machine announces new karaoke assortment across Walmart stores 07:18 MICS, WMT The Singing Machine Company (MICS) announced its new line of karaoke products are now available at approximately 3,200 Walmart (WMT) stores nationwide. Announced earlier this month, the new 4-foot program will include suggested retail price points from $9.99 to $149 and include a wide range of karaoke machines, microphones, portable Bluetooth microphones, and a streaming computer microphone featuring new proprietary PitchLab vocal processing technology which will provide pitch-correction and dazzling vocal effects.

Gracell initiated with an Overweight at Cantor Fitzgerald 07:30 GRCL Cantor Fitzgerald analyst…

Draganfly announces new heavy lift, high endurance drones 07:40 DPRO Draganfly announces the…
 
  • NIO (NYSE:NIO) delivered 7,024 vehicles in May 2022, representing 38% growth sequentially and +4.7% Y/Y.
  • May deliveries consisted of 5,317 premium smart electric SUVs, including 746 ES8s, 2,936 ES6s and 1,635 EC6s, and 1,707 ET7s.
  • On YTD basis, deliveries grew 11.8% Y/Y to 37,866 vehicles.
  • During the month, vehicle production had been gradually recovering from the impact of COVID-19 outbreaks in certain regions in China while vehicle deliveries were still constrained to a certain extent by the corresponding preventive measures.
  • The company plans to further ramp up the production capacity to a higher level by working closely with supply chain partners and to accelerate the delivery recovery starting from June, in light of the recent supportive developments in the COVID-19 situation and the strong order inflow.
  • Earlier today the company announced that it added 34 battery swap stations, 37 supercharging stations, 20 destination charging stations and 10,000 third-party charging piles to its charging map in May despite lockdown and shutdown.
  • Shares up2% premarket but lost48%since the start of 2022.
 
I have profiled this Co a few times but never bought-

5/9 The analysts Prediction.)
DoubleVerify price target lowered to $31 from $35 at RBC Capital 05/09 DV RBC Capital analyst Matthew Hedberg lowered the firm's price target on DoubleVerify to $31 from $35 and keeps an Outperform rating on the shares. Hedberg expects DoubleVerify to deliver "solid" Q1 results, but expects Q1 guidance to remain conservative given the macro uncertainty, with momentum building in 2H22 with company specific drivers in 2023, the analyst tells investors in a research note.

What Happened)

DoubleVerify reports Q1 EPS 3c, consensus 2c 05/10 DV Reports Q1 revenue $96.7M, consensus $89.87M. "We came out of the gate exceptionally strong in 2022," said Mark Zagorski, CEO of DoubleVerify. "Our investments in innovation and global scale have delivered record Q1 revenue and growth rates that exceeded our expectations. Revenue and volume on both activation and measurement grew as advertisers continued to embrace and expand their relationship with DV based on our essential, unbiased solutions. Our product innovation success, industry-leading accreditations in fast growing sectors such as programmatic and CTV and broader international footprint have yielded new enterprise client wins and meaningful expansion opportunities within our existing blue-chip customer base. We have raised our full year outlook and remain confident in our ability to sustain strong growth in 2022 and beyond."

--> DoubleVerify sees Q2 revenue $101M-$103M, consensus $99.29M 05/10 DV Sees Q2 adjusted EBITDA $27M-$29M.

--> DoubleVerify raises FY22 revenue view to $439M-$445M from $429M-$437M 05/10 DV Consensus $432.86M. Raises FY22 adjusted EBITDA view to $131M-$137M from $126M-$134M.

Ok so company did what the analyst said they would not.... They boosted guidance not conservative -so what do the other analysts do? Cowards pile on...

DoubleVerify price target lowered to $35 from $40 at Canaccord 05/11 DV Canaccord analyst Michael Graham lowered the firm's price target on DoubleVerify to $35 from $40 and keeps a Buy rating on the shares. The analyst said the company's strong results and outlook are impressive in this market environment and should continue to attract investors looking for high-quality growth.

Show Related Items >> DoubleVerify price target lowered to $26 from $30 at JPMorgan 05/11 DV JPMorgan analyst Mark Murphy lowered the firm's price target on DoubleVerify to $26 from $30 and keeps a Neutral rating on the shares. The company reported a solid quarter with both revenue and adjusted EBITDA coming in significantly ahead of consensus estimates, Murphy tells investors in a research note. The analyst cites lower peer multiples for the target drop.<---:vomit:

This is why these guys are punks-- I've been watching them all reduce their sky high hype induced price targets for two months now and I am sick of it. WHEN HAS AN ANALYST SAID I AM WRONG! Punk behavior..

I don't want to be the only guy buying this stock!

DV is a BUY

DoubleVerify (NYSE:DV) went public in April 2021, raising approximately $359 million in gross proceeds in an IPO that was priced at $27.00 per share.

NOW $ 22.25/


The company's primary offerings include:

  • DV Authentic Ad - quality tracking

  • DV Authentic Attention - predictive digital ad performance

  • Custom Contextual - programmatic ad enhancement

  • Supply-Side Solutions



In the past 12 months, DV's stock price has fallen 36.3 percent vs. the U.S. S&P 500 Index's drop of 1.7 percent, as the chart below indicates:

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