Confluent's revenue growth has remained extremely robust, even as the business has scaled. They are guiding for a significant slowdown in 2022 though (40% growth). This is likely conservative, but the question is how conservative.
GBA Presents: THE BARE ESSENTIALS
- Thread starter stonedinvestor
- Start date
Athabaska, Baytex look good and Gear looks promising for a surge here.
Hhahaah. You must have driven to Jersey this AM and got some chronos." ONE OF THE GREATEST CALLS EVER "
12 days later and the QQQ's are below where they were when you said it. You're a legend Stoney!
The greatest call ever was my market top call in late December. I still get fan-mail about that one. The only top call on ET that was ever right. And I only made one.
Near term, what did I say on Tuesday? They ran up tech in anticipation of TSLA's earnings to sell calls on all the high fliers at huge premiums. And look! TSLA is way up, but all the high fliers are red. Where's Upstart today? Twilio? All red.
Stoney, like I always say, you're a distant second at best. Only a select few truly possess the gift. It takes more than just doing this daily for 30 years like you said you have. It takes savantness.
Watch and learn Stoney!
Buy more Twilio!
IDEAS)))))))
Two ideas from last week that we want to keep in mind. 1 is the IPO that is LNG related.
Won't a bunch of initiations come shortly?
EE- That IPO
The other angle is a shortage of aviation fuel. This is getting bigger and bigger. some airports like Logan in Boston near out. Shhhhhhhhh. Unfortunately the North East seems most affected.
So- We need to find a air fuel from Bio play a Green alternative here, a stock like that GEVO.
(GEVO)
4.34+0.04(+0.93%)
As of 10:28AM EDT.
New stock To watch- Description
Gevo, Inc. operates as a renewable fuels company. It operates through four segments: Gevo, Agri-Energy, Renewable Natural Gas, and Net-Zero. The company commercializes gasoline, jet fuel, and diesel fuel to achieve zero carbon emissions, and reduce greenhouse gas emissions with sustainable alternatives. Its products also include renewable gasoline and diesel, isooctane, isobutanol, sustainable aviation fuel, renewable natural gas, isobutylene, ethanol, and animal feed and protein. Gevo, Inc. has a strategic alliance with Axens North America, Inc. for ethanol-to-jet technology and sustainable aviation fuel commercial project development. The company was formerly known as Methanotech, Inc. and changed its name to Gevo, Inc. in March 2006. Gevo, Inc. was incorporated in 2005 and is headquartered in Englewood, Colorado.
Two ideas from last week that we want to keep in mind. 1 is the IPO that is LNG related.
Won't a bunch of initiations come shortly?
EE- That IPO
The other angle is a shortage of aviation fuel. This is getting bigger and bigger. some airports like Logan in Boston near out. Shhhhhhhhh. Unfortunately the North East seems most affected.
So- We need to find a air fuel from Bio play a Green alternative here, a stock like that GEVO.
(GEVO)
4.34+0.04(+0.93%)
As of 10:28AM EDT.
New stock To watch- Description
Gevo, Inc. operates as a renewable fuels company. It operates through four segments: Gevo, Agri-Energy, Renewable Natural Gas, and Net-Zero. The company commercializes gasoline, jet fuel, and diesel fuel to achieve zero carbon emissions, and reduce greenhouse gas emissions with sustainable alternatives. Its products also include renewable gasoline and diesel, isooctane, isobutanol, sustainable aviation fuel, renewable natural gas, isobutylene, ethanol, and animal feed and protein. Gevo, Inc. has a strategic alliance with Axens North America, Inc. for ethanol-to-jet technology and sustainable aviation fuel commercial project development. The company was formerly known as Methanotech, Inc. and changed its name to Gevo, Inc. in March 2006. Gevo, Inc. was incorporated in 2005 and is headquartered in Englewood, Colorado.
I remember this-
Gevo to supply Delta Air Lines with 75M gallons of SAF per year for seven year 03/22 GEVO, DAL Gevo (GEVO) has signed a "take-or-pay" agreement with Delta Air Lines (DAL) to supply 75M gallons of sustainable aviation fuel, SAF, per year for seven years. Based on current assumptions, including those around future pricing of commodities and the future values of certain environmental benefits, Gevo estimates that the Agreement should generate approximately $2.8B of revenue, inclusive of the value from environmental benefits, for Gevo over the seven-year term of the Agreement. "On behalf of the entire team at Gevo, I want to congratulate our partners at Delta for their leadership in continuously pushing the aviation industry towards net-zero emissions. Delta makes for a great customer,
It would be very hard to come up with a bad earnings trajectory for an alt aviation fuel idea right now. I think we should add GEVO TO THE BARE ESSENTIAL PORTFOLIO.
Gevo to supply Delta Air Lines with 75M gallons of SAF per year for seven year 03/22 GEVO, DAL Gevo (GEVO) has signed a "take-or-pay" agreement with Delta Air Lines (DAL) to supply 75M gallons of sustainable aviation fuel, SAF, per year for seven years. Based on current assumptions, including those around future pricing of commodities and the future values of certain environmental benefits, Gevo estimates that the Agreement should generate approximately $2.8B of revenue, inclusive of the value from environmental benefits, for Gevo over the seven-year term of the Agreement. "On behalf of the entire team at Gevo, I want to congratulate our partners at Delta for their leadership in continuously pushing the aviation industry towards net-zero emissions. Delta makes for a great customer,
It would be very hard to come up with a bad earnings trajectory for an alt aviation fuel idea right now. I think we should add GEVO TO THE BARE ESSENTIAL PORTFOLIO.
Tech is gonna drop like a rock. Today's run is in anticipation of TSLA's earnings.
The whales just wanted to sell lots of calls on tech stocks at a premium.
Memo to GBA's board:
Add above quote to VZ's xmas roast ceremony for 2022.
You know Van I used UPST as a test and you failed. And the Ha ha ha each time another fail. Just be real man. Come on enough already of the games. Yes I see UPST is down No I don't know why.
You are not adding to the intellectual prowess here-- I called the bottom for the market it was plunging. Nice Job! That's the reply.
Maybe highlighting tech was wrong. Who knows. I was at zero weight at the time it looked weird to the HF... Whatever... I'm just trying to entertain & educate folks in a really scary time. Last week I had seasoned professionals on the ledge me of all people had to talk them down. Here I am on my vacation working for free as usual. Smiley face dagger thru
IDEA # 1 GEVO-
You are not adding to the intellectual prowess here-- I called the bottom for the market it was plunging. Nice Job! That's the reply.
Maybe highlighting tech was wrong. Who knows. I was at zero weight at the time it looked weird to the HF... Whatever... I'm just trying to entertain & educate folks in a really scary time. Last week I had seasoned professionals on the ledge me of all people had to talk them down. Here I am on my vacation working for free as usual. Smiley face dagger thru
IDEA # 1 GEVO-