GBA Presents: THE GREEN MARKET

stonedinvestor said:
Super tough question. Right now these companies are hurting because of Apple's changes it made to their (I'll be honest i don't understand) the give and take between these developers and selling at he Apple store and what Apple skims etc.

Initially I went through this problem and found a rather modest hit to everyone's earnings. FB, SNAP etc. BUT SOMETHING BIG CHANGED the metric companies that measure the ads and target placement they got jittery and advertising came into question- and down the stocks went. It's a 1,2 punch. So what next.

RBLX we have shorted at $90 for Granny and it bottomed at $70. The stk is acting like it is somewhat insulated from this... Does RBLX sell more through their own channel> right and not rely on the ap store<--- That's my thinking as I have been looking at going long RBLX. Even if all the kids in China can't play.

stonedinvestor said:
Look Out Below Granny!

Roblox Corporation (RBLX) $82----> 78

77.92-2.65 (-3.29%)
At close: 4:04PM EDT
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So my approach would be twofold. Buy RBLX over SNAP for now and wait for any news about Apple changing this new policy... I think they just might and then SNAP would go up $10.~
More...
Yeah I don't think Tim Cook is gonna back-track on that. The stuff sold in the I-Store is a different issue. This is about allowing SNAP, FB etc to access certain features in IOS that Apple has deemed to be the user's private information.

SNAP may get in a range here for the next 3 months, I suspect the big money will want at least another Q to see where the dust settles. The question is where are we, at the moment in that range? Bottom, middle, top? Somewhere else? This the the question for now.

I think you called out granny's short at $82 on RBLX. It went to $90 after that, dropped to $70, back at $82 now. It is different in the fact that they can mine data on the user within the app. They make their revenue off in-app purchases using Robux.
 
Proterra, Komatsu collaborate to electrify underground mining machines 09:05 PTRA, KMTUY

Berkeley Lights says GSK acquires third Beacon Optofluidic system 08:52 BLI, GSK

SPAC ALERT***** This explains it--)

Shapeways initiated with a Buy at Craig-Hallum 08:36 SHPW Craig-Hallum analyst Greg Palm initiated coverage of Shapeways with a Buy rating and $13 price target. With a strong balance sheet post-SPAC transaction, Shapeways is primed for accelerated growth, the analyst contends. Palm notes that the company offers a "compelling value proposition" for companies and customers that are procuring parts and should "meaningfully outgrow" the market due to company-specific drivers.

Kratos Defense awarded new US Air Force program of $17.6M 08:22 KTOS

Ocugen up 25% in pre-market trading at $11.67 per share 08:13 OCGN<--- I Believe we havce some OCGN fans here!
 
What a joke-

Mogo launches 'green' bitcoin 07:46 MOGO, BTC, $BTC Mogo (MOGO) has launched 'green' bitcoin (BTC), an initiative which makes all bitcoin purchased on the Mogo platform climate positive. For every bitcoin purchased through its platform, Mogo will plant enough trees to completely offset the CO2 emissions produced by mining that bitcoin. This initiative, believed to be the first of its kind, also includes all bitcoin currently held by members on the platform.
 
I am going to make a last spurt of buys here-- mostly because my guy is leaving the HF at the end of the month and things are going to get dicey for a few weeks as the HF realizes I'm leaving as well... And my brother who has a lot more money. So....

Anyway LOGISTICS is the big question about everything and I have been having this problem with running out and buying logistics stocks because if the stadium is never built they will never come. Meaning if stuff just cannot get loaded onto trucks fast enough and if there are no human drivers available than all these great logistics are for not. And earnings are about VOLUME and voulme is WAY UP! Internet sales/ And WAY BELOW where it shoud be so earnings expectations alredy in the system may not be met<-- and that's a big prblem.

Still GXO is a BUY

GXO Logistics initiated with a Buy at Jefferies 07:42 GXO Jefferies analyst Hamzah Mazari initiated coverage of GXO Logistics with a Buy rating and $103 price target. As the number two global contract logistics provider and largest pure-play in the space, Mazari believes GXO can see organic growth toward the higher end of 8%-12%, driven by secular tailwinds in outsourcing and e-commerce. Continuing to grow margins at the same time should result in multiple expansion for the shares, contends Mazari, who also views the company's M&A opportunity in the fragmented logistics marketplace as underappreciated.

IDEA #4->) GXO $86
 
ARAY-

RBLX-

SHPW (former SPAC)

FIVN-

PRFT-

GXO-


Global-e Online 12M share Secondary priced at $64.00 09/10 GLBE The deal priced below last closing price of $64.50. Goldman Sachs, Morgan Stanley, Jefferies and BofA are acting as joint book running managers for the offering.

Aug 17->
Global-e Online price target raised to $80 from $75 at KeyBanc 08/17 GLBE, SHOP KeyBanc analyst Josh Beck raised the firm's price target on Global-e Online (GLBE) to $80 from $75 and keeps an Overweight rating on the shares. The analyst notes Global-E posted a strong beat derived from 95% gross merchandise volume growth with momentum across existing and new customers. Positive trends included momentum with premier customers, "encouraging" NDRR commentary, and progress toward a new Shopify (SHOP) checkout integration slated for later this year, Beck adds.

Boy that Shopify integration caught my eye<-----

Then they do the secondary and so basically at that point still....

Global-e Online initiated with a Buy at Needham 06:24 GLBE Needham analyst Scott Berg initiated coverage of Global-e Online with a Buy rating and $75 price target.

I think these guys in the long run are more at risk than GXO. I've been comparing the two.
So I think you IRA GXO and you wait for a whiff of an announcement about the SHOP news for GLBE.....

Description

Global-E Online Ltd., together with its subsidiaries, provides a platform to enable and accelerate direct-to-consumer cross-border e-commerce. Its platform enables international shoppers to buy online and retailers to sell from, and to, worldwide. The company was incorporated in 2013 and is headquartered in Petah Tikva, Israel.
 
We'll pass judgement on SNAP in a few hours. See what it does here. I think it'll start back up though, weak hands from Friday need to be shakin' out first.
 
stonedinvestor said:
I really dig the idea of making our own parts using computers, software and 3D printing.

Today--> Shapeways initiated with a Buy at Craig-Hallum 08:36 SHPW

Yesterday down 12% to $7?

What happened? This feels manipulated it should rock today.

IDEA 1-> Shapeways Holdings, Inc. (SHPW)

7.14-1.09 (-13.24%)<--------YEST
At close: October 25 4:00PM EDT
7.91+0.77 (+10.78%)<------TODAY
Pre-Market:08:44AM EDT
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Shapeways Holdings, Inc. (SHPW)

8.34+1.20 (+16.81%)<--------------------
As of 9:37AM EDT. Market open.
 
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