GBA's "2021 Stock Phantasma"

The9 Limited (NCTY)-Too sexy for me but. damn.
NasdaqCM - NasdaqCM Real Time Price. Currency in USD
$30.65+5.85 (+23.62%)<------
As of 11:00AM EST. Market open.
 
ON THE HUNT!!! -PLAYTIKA

Shares of mobile game maker Playtika (PLTK) are on the rise on Tuesday after several Wall Street analysts initiated coverage of the stock with Buy-equivalent ratings. Credit Suisse analyst Stephen Ju expects the company to be able to continue to drive high-single-digit percentage organic revenue growth, while his peer at Goldman Sachs is forecasting Playtika's revenue to grow annually at 8% through 2024. More cautious on the name, Bank of America analyst Ryan Gee started coverage of Playtika with a Neutral rating, saying he is concerned about concentration to social casino games and cautious that its "history making new games is limited."

HIGH-SINGLE-DIGIT ORGANIC GROWTH:Credit Suisse analyst Stephen Ju initiated coverage of Playtika with an Outperform rating and $35 price target. The analyst expects the company to be able to continue to drive high-single-digit organic growth, solely from its existing franchises without any new game contributions. He also sees incremental monetization opportunity through advertising.

Voicing a similar opinion, Goldman Sachs analyst Michael Ng started coverage of Playtika with a Buy rating and $35 price target. The analyst forecasts the company's revenue to grow annually at 8% through 2024, despite tough comps in 2021, with further upside potential driven by growth in its core portfolio, synergies from recent acquisitions and the launch of new games annually starting in 2022.

Noting that he is "particularly bullish on the category," Stifel analyst Drew Crum initiated coverage of Playtika with a Buy rating and $38 price target. The analyst sees the company benefitting from the favorable backdrop for mobile gaming. Platika's expertise in live ops, along with "a proven M&A track record," give him added confidence in his assumptions, Crum added.

Morgan Stanley analyst Brian Nowak also started Playtika with an Overweight rating and $35 price target. The analyst noted that the company operates in the largest and fastest growing segment of video gaming, the $100B mobile gaming market, which Nowak sees growing in size to $170B by 2024. Playtika has established itself as the leader within social casino and while he expects continued social casino leadership, he sees its non-casino games becoming a larger part of the mix. The analyst expects 9% revenue growth through 2024, with a path to $1.1B 2024 EBITDA.

Meanwhile, UBS analyst Eric Sheridan initiated coverage of Playtika with a Buy rating and $40 price target. The analyst told investors that is positive on the company offering a "unique mix" of mobile revenue growth, "industry-leading" margins, and an "established" capital allocation track record.
 
ADDING 300 HEAR TO THE Phantasma-! THIS IS A MINI CORSAIR WITHOUT A LOT OF HYPE-

Turtle Beach Corp. (HEAR) - Get Report. If you're going to own a name in the consumer space that will benefit from demand for headphones/headsets, then go with one that has seen revenue skyrocket to $330 million in 2020 from $235 million in 2019. And rather than a company fighting to break even year in and year out, you get one that is looking at $1.80 earnings per share for FY2020.

Last quarter, revenue for HEAR grew 141% as consumer demand far exceeded expectations. Management noted the company is benefitting from new gamers, existing gamers and lapsed gamers rejoining the market, as well as non-gamers buying headsets for work-at-home and at-home schooling. These are all things KOSS pumpers will say are potential benefits for KOSS, but they are benefits HEAR has actually been experiencing for a year now. And this is another name that will benefit from the new Xbox and PlayStation Consoles.

HEAR does compete with Corsair in the accessories market, with HEAR owning the headset market and Corsair leading the way in keyboards, streaming gear, computer cases, cooling systems and power supply units. Both do well with mice sales.
 
stonedinvestor said:
Take away the " U " which stands for unit and you get-

Matterport to be listed through Gores SPAC business combination
Feb. 08, 2021 7:24 AM ETGores Holdings VI, Inc. (GHVI)<-- No U!
  • Matterport, spatial data company leading the digital transformation of the built world, inked adefinitive agreementwith SPAC, Gores HoldingVI (GHVI) for becoming public and to be listed on Nasdaq under symbol, 'MTTR'.
  • On closure, the combined company is estimated to have an implied pro forma enterprise value of ~$2.3B and an equity value of ~$2.9B.
  • Existing Matterport stockholders will roll their equity holdings into the combined company and are expected to hold ~75% of the issued and outstanding shares of common stock of the combined company.
  • Matterport monetizes its data primarily under a recurring revenue Software as a Services model and grew its subscriber base by more than 500% in 2020.
  • In 2020, revenue surged 87% Y/Y to $85.9M while subscriber lifetime value-to-customer acquisition cost ratio was up 4.7x to 11.7.
  • Gores Holdings VI cash balance of ~$345M and ~$295M in PIPE proceeds will be used to support continued growth of the combined company's business across key verticals.
  • Transaction expected to close in 2Q21.
More...

It appears to be trading under both symbols.

The one with the "U" at the end was the one I used for Gummy of the Day.

It was $14.25 at the open.

It's $16.13 now.

Up 14% on the day.
Not a bad gummy if I do say so meeeeself.
 
unconventional wisdom said:
Stoney, it's time to spill the beans on that penny stock you loved at 19 cents per share, the one with a sizable stake in HYFM. today's the start - we're up 50% !!! still trading with a market cap under the stake in HYFM! I love you guys!
More...

Hey Stoney, you checked on this one lately?
Hope you didn't sell. ;)
 
No I haven't sold and I haven't checked! Love your gummy but i wonder about voting rights with the" units " smells fishy-- why not go with the Apple guys?

InterPrivate Acquisition Corp. (IPV)-??
NYSE - Nasdaq Real Time Price. Currency in USD

$20.00+1.52 (+8.23%)
As of 12:54PM EST. Market open.
 
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