GBA's "2021 Stock Phantasma"

[janes]

Man I just read this thread backeards al the way to page 60 before I found what i wanted...
In doing so I came across a few stocks that we most certainly should of bought. So they should be the first for the Instacart List...

DNMR-! Man VAN nailed that and I screwed up.... we had all day to buy between $34 and $39 and I failed us somehow. My attitude to these SPACs is the problem....

I've done a little reading on DNMR and will post on that soon...but I also read backwards on this thread about DNMR and around this time you mentioned this SPAC:

Queen's Gambit Growth Capital
GMBTU
10.89

They just went public in January. Haven't acquired anything yet. All female. Looking for a sustainability/disrupter company. Reading a lot about bioplastics, one takeaway is that a lot of bioplastic companies are private and are struggling to build out (build factories, etc) as there's not a ton of money yet. That's what happened to DNMR. They were retrofitting a factory to fill bioplastic orders, then COVID struck and they needed money to help retrofit and fill the orders. So they joined with SPAC Live Oak Acquisition Corporation and the rest is history. What about getting into something like Queen's Gambit before they pick their company?

GMBTU: "The Company was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with a target whose business provides disruptive solutions promoting sustainable development, economic growth and prosperity. These include clean energy, emerging technology, mobility, financial technology, healthcare, and industrials."

 

[janes]

janes thisis the one that caught my attention-----
Avantium upgraded to Hold from Reduce at Kepler Cheuvreux 01/27 AVTXF Kepler Cheuvreux analyst Patrick Roquas upgraded Avantium to Hold from Reduce with a EUR 6.20 price target.

6.20 EUR =
Currency Converter
6.2Euroequals
$7.44United States Dollar

Ok, so I did some looking at Avantium (OTCMKTS: AVTXF). It's hard for these bioplastic companies unless they're going to merge or do the SPAC thing as they are not profitable yet, though that seems to be improving for everyone. Still, Avantium is having trouble building a factory. They work on PEF, a biodegradable form of PET/petroleum plastic. Big market possibilities for PEF. They are also big into FDCA plastic. All these abbreviations are confusing.

(Side note re DNMR: Danimer Scientific's big product, Nodax PHA (tech that they acquired from Proctor and Gamble in 2007, and then later they also got P&G's top PHA scientist), I don't think that works well with carbonation, so PEF is for that, I think. As for what makes DNMR's Nodax so special, it's the only one to get the highest score for biodegradability, amongst other things.)

Avantium had a partnership with chemical company BASF to help build out, but that dissolved in 2018. They are now trying to build factory on their own. They expect to update on the Factory decision on 24 March 2021, the publication date of its 2020 Annual Results. So I'll track them and see if things are looking good or not so good.

 

[stonedinvestor]

Well you nailed the problem and or opportunity-- Do you have to be a SPAC to make this work.

DNMR I have no proof of this but they remind me of a stock I used to own I can't remember the name but it was a biotech heavy into seeds and somehow greater yields on crops... That thing went up and up and up and Then got bought.

DNMR has that feel. First off horrible name, nobody you talk to will know this symbol or name of co or even the idea... YET that doesn't seem to stop it does it? That's a special stock.

Maybe Repack gets a McDonalds contract? Maybe Avantium gets bought.... I think they have a certain value and a be there first angle....

Safest thing might be to buy all three.

 

[stonedinvestor]

The other thing that peaks interest here is Avantium’s FDCA flagship plant which is planned to start up in 2023.<---

That's a long time away I know but a significant step towards profitability will be this new plant...

 

[stonedinvestor]

Way back in I believe 2018 or so these guys signed a deal with Coca Cola... My drink.
Nothing really came of it. Coke felt better about themselves for pretending to to research a new coke bottle...

Did I mention that new factory???

Ok It's darn right ugly. I would never drink out of that. Has a safe sex feel.


Have you ever gone to a public event and seen the trash cans filled to burst with plastic bottles and experienced a little anxiety over the knowledge that a large amount of it will end up in landfills?

Now, major food and beverage companies are getting behind a new startup of “plant plastics” that could spell the end of this problem once and for all.

The Guardian recently hailed an innovation out of The Netherlands as possibly marking “the end of plastic.” And the biochemical startup Avantium has weathered through COVID-19 slow-downs well, partially because the potential of its plant-based plastic to solve ocean and landfill pollution is so promising.

The Dutch company is partnering with the ‘biggest fish’ in the sea of bottling companies—Coca-Cola. Food company Danone which sells 24.6 billion in food products every year (as Dannon in the U.S.) has also come on board. They two giants have invested in construction of a world-leading bioplastics plant in The Netherlands.

Carlsberg, the 173-year-old multinational brewing company, has already thrown its support behind Avantium’s design of bottles made from plant sugars.

Trials have shown that Avantium’s design is durable enough to contain carbonated drinks. When placed in a composter they will biodegrade over the course of one year, and over three when left in the natural environment.

Photo by Avantium
“This plastic has very attractive sustainability credentials because it uses no fossil fuels, and can be recycled—but would also degrade in nature,” Tom Van Aken tells The Guardian. Van Aken is the CEO of Avantium and plans to announce additional partnerships in support of its project this summer.

LOOK: Gummy Gummy Gummy!

The bio-refinery will break down waste from corn, wheat, and beets and create 5,000 metric tons of plant-plastic in the first year.

Products packaged in Avantium’s plant plastics could be on the shelves in 2023, with high expectations of increased market demand to come quite soon after.

janes Lets Do it Together if we do it.... ! ~stoney

 

[stonedinvestor]

Of curse it has like six letters and numbers in it's symbol and the average volume I shit you not is 1,304 shares. = Complete unknown.

It traded like 44 shares Friday. Of course I do wonder who in the would bought those 44 shares... Or were they a seller?

 

[janes]

DNMR I have no proof of this but they remind me of a stock I used to own I can't remember the name but it was a biotech heavy into seeds and somehow greater yields on crops... That thing went up and up and up and Then got bought.

Was this it? had found it in my plastics research:

Yield10 Bioscience Inc
NASDAQ: YTEN
14.88
Stoney this Used to be Metabolix. 2016: 'The company announced its intent to wind down its biopolymers business in July, noting it will now focus on its Yield10 Bioscience business, which will focus on developing disruptive technologies for step-change improvements in crop yields to enhance global food security.'

 

[janes]

Of curse it has like six letters and numbers in it's symbol and the average volume I shit you not is 1,304 shares. = Complete unknown.

It traded like 44 shares Friday. Of course I do wonder who in the would bought those 44 shares... Or were they a seller?

Avantium. Yah, I'm getting close to being ok to buy some. I do think that March earnings report/ factory update is important to have in mind. Let's maybe look to see if there's any more info on expectations on those. I also think this stuff is going to be a long play unless suddenly a splashy thing happens for them. companies like coke, amazon, etc. are starting to look towards the future and are wanting to be seen as looking towards the future, but I'm not sure how long until there will be actual real deal profit in it.

with that in mind, i'm trying to pick some bioplastics stocks that i don't mind being patient with, and trying to be willing to buy more shares than my usual small amounts as long as I've researched it enough. Right now I have small amounts of DNMR which is obviously splashy, but i also bought small amount in:

Secos Group Ltd
ASX: SES
0.32 AUD

Don't know a ton about them yet, but I liked their chart and the idea of getting a heap of shares really early in an expanding market and hoping they turn into something.

 

[vanzandt]

DNMR-! Man VAN nailed that and I screwed up.... we had all day to buy between $34 and $39 and I failed us somehow. My attitude to these SPACs is the problem....

...

Hot for now....
.....$19 by October.

Buy value stoney.
Buy real companies, not pipe dreams.

In the end.... a business is a business is a business.

Write that one down too.

A correction is coming....

 

[stonedinvestor]

I've done a little reading on DNMR and will post on that soon...but I also read backwards on this thread about DNMR and around this time you mentioned this SPAC:

Queen's Gambit Growth Capital
GMBTU
10.89

They just went public in January. Haven't acquired anything yet. All female. Looking for a sustainability/disrupter company. Reading a lot about bioplastics, one takeaway is that a lot of bioplastic companies are private and are struggling to build out (build factories, etc) as there's not a ton of money yet. That's what happened to DNMR. They were retrofitting a factory to fill bioplastic orders, then COVID struck and they needed money to help retrofit and fill the orders. So they joined with SPAC Live Oak Acquisition Corporation and the rest is history. What about getting into something like Queen's Gambit before they pick their company?

GMBTU: "The Company was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with a target whose business provides disruptive solutions promoting sustainable development, economic growth and prosperity. These include clean energy, emerging technology, mobility, financial technology, healthcare, and industrials."

Filed by: ADAGE CAPITAL PARTNERS GP, L.L.C.
Total Shares: 2,000,000
Subject Company: Queen's Gambit Growth Capital Unit - View Complete Ownership History
Filed as of Date: 02/01/2021
Event Date: 01/22/2021
Overall % Ownership: 5.8