GBA Presents: THE BARE ESSENTIALS

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Upside Breakout-!
 
stonedinvestor said:
Sunnova NOVA

US investors are looking to take advantage of this energy independence goal, driving sustainable clean energy play to the top of many investors’ buy lists. Sunnova (NOVA), a leading residential provider of residential solar energy services, is racing off its lows following a blowout Q4 report at the end of February. Analysts are getting exceedingly bullish on this perfectly positioned (recently) discounted energy independence play.

Sunnova’s solar panel and energy storage operations have been driving record revenues on a seemingly quarterly basis, on accelerating topline growth which breached 50% in 2021 and is expected to continue. NOVA is yet to turn a profit, but its path towards this goal is clear, with management projecting (adjusted) EBITDA growth of 60% in 2022.

NOVA is also curiously enough a play on rising rates, as much of its business is done through flexible financing options (loan programs), which makes up about 50% of the company’s EBITDA, and provides this stock with a rare margin expanding tailwind in this rising rate environment, despite its bottom-line deficit (most of its operations are fund by its exploding operating cash-flows).

The existential threat of mortality that the pandemic incited had the world looking towards sustainable investment opportunities in the past 2 years of trading, but the excessively hawkish price action in recent months sent this entire future-focused sector tumbling.

NOVA is now trading at less than half the value it attained in late October and nearly 1/3rd of the market cap it had reached in January 2021. Now, following a slew of analyst upgrades, NOVA is exhibiting a robust fundamentally fueled bid in its post-earnings reversal, with a ton of room left to rally.

Analysts are giving this $20 stock massive upside price targets between $45 and $65 a share following its Q4 results. WTI’s jump to over $120/barrel (13-year high) has accelerated this sustainable energy revolution, further propelling this business’s outlook.
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THERE SHE GOES!

Sunnova Energy International Inc. (NOVA)
NYSE - Nasdaq Real Time Price. Currency in USD
26.41+0.78 (+3.04%)
As of 12:06PM EDT.
 
Sunnova Energy price target lowered to $36 from $45 at Piper Sandler 03/14 NOVA Piper Sandler analyst Kashy Harrison lowered the firm's price target on Sunnova Energy to $36 from $45 and keeps an Overweight rating on the shares. Exiting Q4 earnings for the renewables sector, the market is operating with the uncertainties of war, Harrison tells investors in a research note. However, it is apparent that European demand for non-Russian energy supply will "skyrocket," adds the analyst. However, for now, the risk is pricing-related with inflation and disruptions across the value chain, writes Harrison. Nonetheless, he believes the Ukraine crisis increases demand for renewables/alternatives and is positive for the group.
 
vanzandt said:
Yeah it was a done trade.
You can't mess with these kind of stocks too long.
We rode it from $98 down.
It's a manipulated stock obviously.
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Van said it was a short at $103, two short sellers like Muddy and Citron been hammering it hard. If Facebook is complaining AAPL and Google are killing their ad pricing power is DWAC a subscriber based or Ad?
TrailerParkTed said:
You found it at $2, rode it to $7 in Fall 2020!
I am still holding the IQ $3s(.30).

SDC $3Calls high volume.

QUAD $6.50 heading to a high?

Missed trading today except for dumb luck with 20 WFC $50C. I paid $3 two weeks ago, out $5.2-.5. , surgery consult now. trying to save my vision, almost legally blonde.
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IQ the $4-$5c were crazy, $3.4 to $5. Quad and SDC grind slower, SDC had excellent volume yesterday and last week.
 
Van these guys probably are going to report any day Do You Have a date?
Last report 1/25? Long time ago....


Daseke reports Q4 adjusted EPS 18c, consenus 8c 01/25 DSKE Reports Q4 revenue $394.3M, consensus $378.52M. "We are pleased to report seasonally strong results for the fourth quarter, as a capstone to a record-breaking year, marked by decisive execution in the backdrop of a strong freight environment," said Jonathan Shepko, CEO of Daseke. "Our unique operating model, coupled with our unrivaled scale and differentiated capabilities, in support of the industrial end markets we service, have enabled our valued customers to more successfully navigate the global supply chain challenges amidst continued tightness within the transportation market. As we look ahead this year, we expect to extend our track record of performance, with a continued emphasis on best-in-class operational execution, while leveraging our 'asset-right' fleet model to drive value for our employees, customers and shareholders."
 
TrailerParkTed said:
Van said it was a short at $103, two short sellers like Muddy and Citron been hammering it hard. If Facebook is complaining AAPL and Google are killing their ad pricing power is DWAC a subscriber based or Ad?

IQ the $4-$5c were crazy, $3.4 to $5. Quad and SDC grind slower, SDC had excellent volume yesterday and last week.
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SHORT BRCC- UP ON TRump yahoo's love....

Gross profit increased 3.0% to $24.7 million compared to $24.0 million in the fourth quarter of 2020. Gross margins decreased 570 basis points to 34.3% from 40.0% million for the fourth quarter of 2020. The decrease in gross profit was due to inflationary pressures on product and shipping costs (not yet offset by price increases) as well as product mix shift from our higher margin DTC channel into our Wholesale
 
I picked up some AUID yesterday while sitting around the docs office, $4.20 average. Woke up and IQ and AUID were on fire, the volume on AUID was not something Stoney or Van allow on Granny Picks. Probably should have mentioned it anyway?

Edited: To add Stoney's ADM, MOS and NTR I bought along with Van's HRL and TSN as well.
 
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