GBA Presents: THE GREEN MARKET

[newbie463]

You guys hear why its up 38%.... ?




It was all about IOS.
Now... I think we can all agree once and for all.... who GBA's top savant is.
You're welcome.

well i was in too early and out too early. but a quick +5. Thanks VZ!

 

[vanzandt]

tell me you kept all your shares. i bought a few early today based on your call and held them. thanks van!

I did. I wasn't too worried, but I wanted to put it out there, because I'd hate to see anyone lose money on something I had sounded so confident about. That's why I deliberately caveated it with "perhaps just lighten up a little". I felt pretty confident about the trade though, and even with the worst case, I didn't think it would drop that much, but I have no idea if some of the folks here are young and can't take a big hit to the downside. But I'm glad you bought some.

 

[vanzandt]

Unity Software is up 14% ah's here I see.
That might bode well for The Matterhorn tomorrow.
Metaverse stuff... in a way.

The key at this point regarding MTTR is how defensible their patent moat is. I think.

TWLO down here at $180... its a good deal if you have some patience.

 

[vanzandt]

Did GOOS not report? Odd.
LESL beat top and bottom.

 

[vanzandt]

sold SNAP just now, 34.80

 

[vanzandt]

I'd be really surprised if $34 holds during the first few hours or so of regular trading.
It would be a very strong sign going forward if it does.

 

[stonedinvestor]

Beautiful trade Van!!! Atta boy.

 

[vanzandt]

Beautiful trade Van!!! Atta boy.

Good morning Stoney!
What's today's gummy?

 

[stonedinvestor]

Sneaky LESL report some negs in there--

Leslie's jumps 9% on revenue estimates beat, raised 2022 guidance
Feb. 03, 2022 6:38 PM ETLESL

• Leslie's(NASDAQ:LESL)trades 8.6% higher after hourson reporting FQ1 sales increase by 27% to $184M and comparable sales too increased 20.5%.
• Gross marginincreased70 bpsto 36.4% compared to 35.7% in the prior year period.
• Operating loss improvedto $(12.5)M compared to $(25.8)M in the prior year period.
• Adjusted EBITDA improvedby $1.3M to $1.1M compared to $(0.2)M in the prior year period.
• Cash and equivalents totaled $53.3M as of Jan. 1, 2022 compared to $102.8M as of Jan. 2, 2021, a decrease of $49.5M.
• During the Q1 2022, the Co. repurchased 7.5M shares of common stock totaling $151.9M, excluding offering costs.
• Inventories totaled $244.6M compared to $174.5M, an increase of $70.1M, or 40.2%, reflecting a continued investment in inventory to meet heightened consumer demand.
• Raises2022 Outlook:Sales raised by $20M to $1,495 to $1,520M vs. consensus of $1.50B, gross profit by $10M to $665 to $675M, Adjusted EBITDA by $5M to $300 to $310M, and Adj. earnings per share by $0.03 to $0.97 to $1.03 vs. consensus $0.98.

 

[Zwaen]

I'd be really surprised if $34 holds during the first few hours or so of regular trading.
It would be a very strong sign going forward if it does.

Shouldn't there be a spike up first because of some short covering? Although trading outside rth can negate that probably.