GBA's "2021 Stock Phantasma"

i don't know if this is worthy of the GBA thread, but i like the look of Shaq's SPAC, Forest Road Acquisition Co. I seem to recall the importance of management when looking at a gummy. here's the team at Forest Road (FRX):

"The Forest Road team includes three former Disney senior executives — Staggs, Mayer and Salil Mehta, its chief financial officer. Other directors, officers and strategic advisors include Shaquille O’Neal, Peter Schlessel, Keith Horn, Sheila Stamps, Teresa Miles Walsh and Martin Luther King III."

the abovementioned Mayer, is Kevin Mayer, the former CEO of TikTok

here's the info:

upload_2021-2-11_12-25-6.png


and Beachbody is looking forward to a 30% CAGR.

upload_2021-2-11_12-25-53.png

i like it
 
Beachbody is a diet? Or a workout? When I look I see all these washed up exercise shows from the 90's there like PX 40 or whatever.... This looks like a tired formula.



XPO Logistics EPS beats by $0.52, beats on revenue
Feb. 10, 2021 4:19 PM ETXPO Logistics, Inc. (XPO)By: Akanksha Bakshi,SA News Editor2 Comments
  • XPO Logistics(NYSE:XPO): Q4 Non-GAAP EPS of $1.19beats by $0.52; GAAP EPS of $0.91beats by $0.15.
  • Revenue of $4.67B (+12.8% Y/Y)beats by $420M.
  • Provides 2021 guidance for 24% to 29% year-over-year growth in adjusted EBITDA to $1.725B to $1.8B.
 
Sonos jumps 9% after full-year guidance impresses
Feb. 10, 2021 4:18 PM ETSonos, Inc. (SONO)Sonos(NASDAQ:SONO)rallies afterFQ1EPS tops estimates on revenue growth of 15%.
  • The company reports an adjusted EBITDA pop of 78% compared to a year ago to $166.3M.
  • Gross margin increased 590 bps 46.4% from 40.5% last year; excluding the effect of tariff duties and refunds.
  • Free cash flow increased 97% during the quarter to $203.2M.
  • "Based on our outstanding first quarter performance, the momentum in our business, the exciting products we have planned for the future, and the power and profitability of our unique business model, we are raising our outlook for fiscal 2021."
  • Sonos guides for FY21 revenue of $1.525B to $1.575B vs. $1.46B consensus and adjusted EBITDA of $195M to $225M.
 
eGain Communications EPS beats by $0.05, beats on revenue
Feb. 10, 2021 4:13 PM ETeGain Corporation (EGAN)By: Gaurav Batavia,SA News Editor1 Comment
  • eGain Communications(NASDAQ:EGAN): Q2 Non-GAAP EPS of $0.06beats by $0.05; GAAP EPS of $0.05beats by $0.06.
  • Revenue of $19.2M (+5.7% Y/Y)beats by $0.73M.

IRobot soars 14% after earnings smasher, strong guidance
Feb. 10, 2021 4:11 PM ETiRobot Corporation (IRBT)By: Clark Schultz,SA News Editor7 Comments
  • IRobot(NASDAQ:IRBT)rallies after reporting Q4 revenue, operating income and EPS that surpassed the plans that company outlined at theend of October.
  • Premium robot revenue grew 55% in Q4. Growth outside of the U.S. was led by 39% expansion in Japan and a 26% increase in EMEA.
  • IRobot estimates online orders grew by approximately 70% and represented approximately 60% of Q4 revenue.
  • CEO outlook: "Our outlook for 2021 reflects our confidence that the growth drivers for our business will remain largely intact over the coming quarters. We believe that our success in continuing to drive solid top-line expansion in 2021 will also enable us to fund investment into key areas of our business and help mitigate the impact of tariffs on our 2021 profitability."
  • For the full year, iRobot anticipates revenue of $1.635B to $1.675B vs. $1.48B consensus and EPS of $3.00 to $3.25 vs. $2.34 consensus.
  • Shares of IRBT areup 13.62%in AH trading
 
Coke
stonedinvestor said:
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...
More...

Coca-cola just announced they are moving to 100% recycled plastic bottles (rPET). They seemed to have picked this over their bioplastic PlantBottle. Sound like consumers liked the recycled plastic over bioplastic:

“We have pivoted our plans in 2021 to focus on 100% rPET for sparkling and water brands in response to consumer testing, which showed a clear preference for 100% recycled content packaging over other choices, including renewable material.”

https://www.packworld.com/issues/su...brands-to-100-rpet-unveils-new-sipsize-bottle

Right now rPET comes from plastic bottles, but will there be enough plastic bottles to recycle for increase in beverage container use and also clothes (some clothes are being made with recycled plastic bottles). The takeaway is that way more plastic polyester clothes ends up in landfills and someone needs to figure out how to recycle that for clothes and plastic bottles. Is there money in this?
 
Slow News Day) ) ) ) These 2 caught my eye-

--Northern Dynasty price target raised to $1.20 from 80c at H.C. Wainwright
3rd largest copper producer? Lots of gold....

--Brookfield weighing IPO for battery maker Clarios this year, Bloomberg says 13:47 BAM Clarios is said to be worth about $20B in a potential public offering, according to Bloomberg. Show Related Items >>


One in three cars on the road globally use a Clarios battery and the company produced 153 million of them in 2019, according to Brookfield.

Brookfield has set out to improve its annual earnings by about $300 million and Clarios has already achieved about one-third of that, Brookfield Business Partners management said in a conference call last week.

The gains were made by improving the efficiency of its manucturing and battery recycling programs, as well as its transportation and supply chain management.
 

ToprPET Companies
  • Phoenix Technologies. Private Company. Founded 1979. USA. ...
  • Resinate Materials Group. n/a. Founded 2007. USA. ...
  • GR8 ENGINEERING LTD. n/a. Founded date unknown. United Kingdom. ...
  • Closed Loop Recycling. Private Company. Founded date unknown. ...
  • ECOPlastics(Waste) Private Company. Founded 2000. ...
  • PTP Group Ltd. Private Company. Founded 2002.

Part of wider trend
Indorama’s latest move comes as a growing number of virgin plastics producers have joined the recycling sector. LyondellBasell, one of the largest plastic and chemical companies worldwide, last yearentered a joint partnershipin a Netherlands plastics recycling operation. In July, virgin resin giant Borealisannounced its purchaseof a European reclaimer.

Indorama has taken a two-prong approach when it comes to recycling, investing in both chemical and mechanical recycling technologies. To advance depolymerization of scrap PET, Indorama has partneredwith a Dutch startup, Ioniqa, andsigned a partnership dealwith Quebec company Loop Industries. In July,it signed a dealto acquire French PET and HDPE reclaimer Sorepla.

Indorama Ventures Public Company Limited (INDOY)
Other OTC - Other OTC Delayed Price. Currency in USD
Thailand company! <------

LyondellBasell Industries N.V. (LYB)<- maybe the best way janes.
NYSE - NYSE Delayed Price. Currency in USD

$95.47+0.76 (+0.80%)
 
Good Morning Stoned Investors! Things have gotten more interesting! I think I may rattle some nerves today at the hedge fund.

I have heard through the farming & flower community of Ct that there is a big seed shortage.... 1st computer chips now seeds!

S&W Seed raises FY21 total revenue view to $92.5M-$95.5M from $88M-$94M
SANW

Turtle Beach price target raised to $37 from $23 at Oppenheimer 08:03 HEAR

Draganfly, Windfall Geotek advance testing of drone-based AI solutions 08:00 DFLYF Draganfly announced that it has advanced field testing of the EagleEye land mine detection solution with Windfall Geotek.<-- FEEL GOOD STOCK SAVE ONE LEG and it's worth it!

Morgan Stanley upgrades Advanced Drainage to Equal Weight, nearly doubles target
WMS<-- Stony's pipe/plumber stock..... have not bought yet...

Rover to go public via merger with Nebula Caravel Acquisition Corp. ? what is Rover?
NEBC

Pacific Biosciences price target raised to $62 from $45 at Cantor Fitzgerald
PACB

AppHarvest appealing to food and water investors, Cowen starts with Outperform 07:56 APPH As reported previously, Cowen analyst Jeff Osborne initiated coverage of AppHarvest with an Outperform rating and $42 price target. The analyst believes the company will appeal to both ESG investors as well as food and water oriented theme investors. The company is in the Controlled Environment Agriculture (CEA) space integrating the best of breed tech in lighting, integrated pest management, rain water collection, and other variables that lead to a higher yield from its acreage.

Clean Energy price target raised to $27 from $9 at Lake Street

XPO Logistics reamins a top pick following results, says Cowen 07:52 XPO Cowen analyst Jason Seidl noted XPO Logistics reported a beat and raise quarter and said the company remains well positioned to benefit from commerce e-commerce tailwinds, technology initiatives, and its planned second half spinoff. Seidl said the company remains a top pick and he reiterated his Outperform rating and $148 price target on XPO Logistics shares.

Azek raises FY21 sales growth view to 14%-18% from 10%-14%, consensus $1.03B 07:41 AZEK
 
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