GBA Presents: RADIO SAVANT-!
- Thread starter stonedinvestor
- Start date
Its down 30% in just over a month.
The tech crash is long gone Stoney but these keep falling.
Think the bottom's in?
Can we call this a fresh idea?
Up until now every stock we have been buying recently has had a lot of cash flow. Even if they have EPS issues.
Except biotech of course. We have to ask ourselves what happens Friday?
In my view if we do go up it's going to be risk on UP all of these scary stocks-- CFLT among them... I don't see any kind if industrial/cyclical big broad based rally based on shrinking growth all over the world right? it has to be risky tech.
That's my view.
<--------- We may just swoon Friday and of course that would take CFLT out of the picture so it's when to buy and for that stay tuned.///
Except biotech of course. We have to ask ourselves what happens Friday?
In my view if we do go up it's going to be risk on UP all of these scary stocks-- CFLT among them... I don't see any kind if industrial/cyclical big broad based rally based on shrinking growth all over the world right? it has to be risky tech.
That's my view.
<--------- We may just swoon Friday and of course that would take CFLT out of the picture so it's when to buy and for that stay tuned.///
Motly Fool write up)
Enabling real-time analysis
(Confluent): The traditional standard for processing data is that a company sends it to a data warehouse, where it gets processed in batches daily. However, there are plenty of businesses that need to analyze their data immediately, like a bank that needs to ensure that transactions are not fraudulent. Real-time data analysis has been underserved in a market where data is growing rapidly, but Confluent is making real-time data analysis more commonplace so that businesses operate faster, more accurately, and more efficiently.
Confluent has seen stellar adoption. The company's customer count soared 62% year over year to 4,120 in Q1 2022, which helped it reach $126 million in quarterly revenue. Its remaining performance obligations -- which are contracted future revenue -- also shot 96% higher year over year to $551 million. This shows that the idea of real-time data analytics is becoming more popular, and Confluent is seeing the lion's share of this adoption.
NASDAQ: CFLT
Confluent, Inc.
Today's Change
(2.50%) $0.56
Current Price
$23.00
CFLT
Key Data Points
Market Cap
$6B
Where the company shines is with Confluent Cloud. It is cloud-native and fully managed by Confluent, whereas its on-premise software is managed by the customer. Confluent Cloud revenue skyrocketed 180% year over year to $39 million, and the retention on its cloud product is much stronger than its core solution. Cloud's net retention rate was over 150% in Q1, much higher than the overall retention rate of 130%, and Cloud customers represented more than 50% of new bookings' annual contract value. Both of these platforms, however, are incredibly sticky, and the company is seeing customers use Confluent more at a much faster rate than customers are leaving.
Confluent's lowlights are its unprofitability and cash flow. In Q1, the company lost $113 million and it burned $58.4 million in free cash flow. The company has almost $2 billion in cash and securities on the balance sheet to fund these losses for a long time, but if a long-term recession were to hit the business and these losses accelerated for multiple years, Confluent could be caught between a rock and a hard place.
That being said, Confluent looks like a great company to own right now. The stock has been beaten down nearly 80% from its all-time high, and it now trades at 12 times sales -- a reasonable valuation for a company growing as rapidly as Confluent is. With digitalization trends in the business world at its back, Confluent is nicely positioned to succeed over the long term.
Enabling real-time analysis
(Confluent): The traditional standard for processing data is that a company sends it to a data warehouse, where it gets processed in batches daily. However, there are plenty of businesses that need to analyze their data immediately, like a bank that needs to ensure that transactions are not fraudulent. Real-time data analysis has been underserved in a market where data is growing rapidly, but Confluent is making real-time data analysis more commonplace so that businesses operate faster, more accurately, and more efficiently.
Confluent has seen stellar adoption. The company's customer count soared 62% year over year to 4,120 in Q1 2022, which helped it reach $126 million in quarterly revenue. Its remaining performance obligations -- which are contracted future revenue -- also shot 96% higher year over year to $551 million. This shows that the idea of real-time data analytics is becoming more popular, and Confluent is seeing the lion's share of this adoption.
NASDAQ: CFLT
Confluent, Inc.
Today's Change
(2.50%) $0.56
Current Price
$23.00
CFLT
Key Data Points
Market Cap
$6B
Where the company shines is with Confluent Cloud. It is cloud-native and fully managed by Confluent, whereas its on-premise software is managed by the customer. Confluent Cloud revenue skyrocketed 180% year over year to $39 million, and the retention on its cloud product is much stronger than its core solution. Cloud's net retention rate was over 150% in Q1, much higher than the overall retention rate of 130%, and Cloud customers represented more than 50% of new bookings' annual contract value. Both of these platforms, however, are incredibly sticky, and the company is seeing customers use Confluent more at a much faster rate than customers are leaving.
Confluent's lowlights are its unprofitability and cash flow. In Q1, the company lost $113 million and it burned $58.4 million in free cash flow. The company has almost $2 billion in cash and securities on the balance sheet to fund these losses for a long time, but if a long-term recession were to hit the business and these losses accelerated for multiple years, Confluent could be caught between a rock and a hard place.
That being said, Confluent looks like a great company to own right now. The stock has been beaten down nearly 80% from its all-time high, and it now trades at 12 times sales -- a reasonable valuation for a company growing as rapidly as Confluent is. With digitalization trends in the business world at its back, Confluent is nicely positioned to succeed over the long term.
And yet you say "Buy Magna" this morning.
Go to SA and see which sector its in.
AMTX--
SAVING THE WORLD THRU COW FARTS! >>
HOW CAN YOU NOT LOVE THIS CO.?
Aemetis, Inc.
Ahlem Farms Jerseys Now Operational and Connected via Biogas Pipeline to the Aemetis RNG Gas Cleanup Hub
CUPERTINO, CA, June 09, 2022 (GLOBE NEWSWIRE) -- via NewMediaWire -- Aemetis, Inc. (NASDAQ: AMTX), a renewable natural gas and renewable fuels company focused on below zero carbon intensity products, today announced that its wholly owned subsidiary, Aemetis Biogas LLC, connected its third anaerobic digester via pipeline to the company’s main RNG gas cleanup unit located at the Aemetis Advanced Fuels Keyes facility in Keyes, California. Aemetis remains on track to complete an additional five digesters by the end of Q4 2022, with five more digesters under construction in the same timeframe.
“Connecting our growing network of dairy digesters will accelerate the pace of Greenhouse Gas reduction in California,” said Andy Foster, President of Aemetis Biogas. “Because dairy-based Renewable Natural Gas (RNG) has a negative Carbon Intensity (CI), capturing unmitigated methane from dairies such as Ahlem Jerseys accelerates our ability to provide negative carbon transportation fuel to RNG customers in California to replace diesel in trucks and buses,” added Foster.
The Aemetis Central Dairy Digester project is designed to capture and convey conditioned biogas from more than 60 dairies to the Company’s centralized gas cleanup facility which is operational at the Aemetis Advanced Fuels Keyes ethanol plant. The RNG is either delivered into the PG&E utility pipeline located onsite at the Aemetis ethanol plant, or dispensed to trucks at the RNG fueling station being built at the Aemetis plant, or used as process energy in the Aemetis facility to replace petroleum-based natural gas.
The Ahlem Farms Jerseys dairy digester was funded in part by a $1.4 million grant from the California Department of Food and Agriculture (CDFA). The $12 million biogas cleanup facility was funded in part by a $4.2 million grant from the California Energy Commission (CEC).
SAVING THE WORLD THRU COW FARTS! >>
HOW CAN YOU NOT LOVE THIS CO.?
Aemetis, Inc.
Ahlem Farms Jerseys Now Operational and Connected via Biogas Pipeline to the Aemetis RNG Gas Cleanup Hub
CUPERTINO, CA, June 09, 2022 (GLOBE NEWSWIRE) -- via NewMediaWire -- Aemetis, Inc. (NASDAQ: AMTX), a renewable natural gas and renewable fuels company focused on below zero carbon intensity products, today announced that its wholly owned subsidiary, Aemetis Biogas LLC, connected its third anaerobic digester via pipeline to the company’s main RNG gas cleanup unit located at the Aemetis Advanced Fuels Keyes facility in Keyes, California. Aemetis remains on track to complete an additional five digesters by the end of Q4 2022, with five more digesters under construction in the same timeframe.
“Connecting our growing network of dairy digesters will accelerate the pace of Greenhouse Gas reduction in California,” said Andy Foster, President of Aemetis Biogas. “Because dairy-based Renewable Natural Gas (RNG) has a negative Carbon Intensity (CI), capturing unmitigated methane from dairies such as Ahlem Jerseys accelerates our ability to provide negative carbon transportation fuel to RNG customers in California to replace diesel in trucks and buses,” added Foster.
The Aemetis Central Dairy Digester project is designed to capture and convey conditioned biogas from more than 60 dairies to the Company’s centralized gas cleanup facility which is operational at the Aemetis Advanced Fuels Keyes ethanol plant. The RNG is either delivered into the PG&E utility pipeline located onsite at the Aemetis ethanol plant, or dispensed to trucks at the RNG fueling station being built at the Aemetis plant, or used as process energy in the Aemetis facility to replace petroleum-based natural gas.
The Ahlem Farms Jerseys dairy digester was funded in part by a $1.4 million grant from the California Department of Food and Agriculture (CDFA). The $12 million biogas cleanup facility was funded in part by a $4.2 million grant from the California Energy Commission (CEC).
And yet you say "Buy Magna" this morning.
MAGNA IS A BACKDOOR EV PLAY.
MAGNA IS A BACKDOOR EV PLAY.
Well its down 75% off its high and 50% below its ipo price.Motly Fool write up)
Enabling real-time analysis
(Confluent): The traditional standard for processing data is that a company sends it to a data warehouse, where it gets processed in batches daily. However, there are plenty of businesses that need to analyze their data immediately, like a bank that needs to ensure that transactions are not fraudulent. Real-time data analysis has been underserved in a market where data is growing rapidly, but Confluent is making real-time data analysis more commonplace so that businesses operate faster, more accurately, and more efficiently.
Confluent has seen stellar adoption. The company's customer count soared 62% year over year to 4,120 in Q1 2022, which helped it reach $126 million in quarterly revenue. Its remaining performance obligations -- which are contracted future revenue -- also shot 96% higher year over year to $551 million. This shows that the idea of real-time data analytics is becoming more popular, and Confluent is seeing the lion's share of this adoption.
NASDAQ: CFLT
Confluent, Inc.
Today's Change
(2.50%) $0.56
Current Price
$23.00
CFLT
Key Data Points
Market Cap
$6B
Where the company shines is with Confluent Cloud. It is cloud-native and fully managed by Confluent, whereas its on-premise software is managed by the customer. Confluent Cloud revenue skyrocketed 180% year over year to $39 million, and the retention on its cloud product is much stronger than its core solution. Cloud's net retention rate was over 150% in Q1, much higher than the overall retention rate of 130%, and Cloud customers represented more than 50% of new bookings' annual contract value. Both of these platforms, however, are incredibly sticky, and the company is seeing customers use Confluent more at a much faster rate than customers are leaving.
Confluent's lowlights are its unprofitability and cash flow. In Q1, the company lost $113 million and it burned $58.4 million in free cash flow. The company has almost $2 billion in cash and securities on the balance sheet to fund these losses for a long time, but if a long-term recession were to hit the business and these losses accelerated for multiple years, Confluent could be caught between a rock and a hard place.
That being said, Confluent looks like a great company to own right now. The stock has been beaten down nearly 80% from its all-time high, and it now trades at 12 times sales -- a reasonable valuation for a company growing as rapidly as Confluent is. With digitalization trends in the business world at its back, Confluent is nicely positioned to succeed over the long term.
Pretty sure you can throw a dart at any similiar tech story and any rally will take them all up.
These are useless picks. You can say the same with DOMO, TWLO, FLYW, and a dozen others.
Useless picks.
Will there be a rally or not?
The readers need timing calls.
I think I counted 6 houses who took PT down for Magna. So that's al out of the way.
Magna price target lowered to $72 from $85 at Goldman Sachs 06/01 MGA Goldman Sachs analyst Mark Delaney lowered the firm's price target on Magna to $72 from $85 and keeps a Buy rating on the shares. In U.S. Autos and industrial technology, he is broadly lowering estimates and price targets to better reflect additional supply chain constraints in the near-term and weaker demand in the intermediate-term, Delaney tells investors. He now expects global auto production of 79M and 84M units in 2022 and 2023, respectively, versus a prior view of 82M and 86M units and is lowering his sales forecasts with his U.S. SAAR forecasts for 2022 and 2023 now at 14.5M and 15.75M, respectively. Show Related Items >> Magna price target lowered to $84 from $90 at Morgan Stanley 06/01 MGA Morgan Stanley analyst Adam Jonas lowered the firm's price target on Magna to $84 from $90 and keeps an Overweight rating on the shares after he updated his supplier models following Q1 earnings season. Overall for the group, he sees improved supply chain availability as a trigger for the "transfer of value" from auto dealers to auto suppliers, Jonas added
Magna price target lowered to $72 from $85 at Goldman Sachs 06/01 MGA Goldman Sachs analyst Mark Delaney lowered the firm's price target on Magna to $72 from $85 and keeps a Buy rating on the shares. In U.S. Autos and industrial technology, he is broadly lowering estimates and price targets to better reflect additional supply chain constraints in the near-term and weaker demand in the intermediate-term, Delaney tells investors. He now expects global auto production of 79M and 84M units in 2022 and 2023, respectively, versus a prior view of 82M and 86M units and is lowering his sales forecasts with his U.S. SAAR forecasts for 2022 and 2023 now at 14.5M and 15.75M, respectively. Show Related Items >> Magna price target lowered to $84 from $90 at Morgan Stanley 06/01 MGA Morgan Stanley analyst Adam Jonas lowered the firm's price target on Magna to $84 from $90 and keeps an Overweight rating on the shares after he updated his supplier models following Q1 earnings season. Overall for the group, he sees improved supply chain availability as a trigger for the "transfer of value" from auto dealers to auto suppliers, Jonas added