GBA's "2021 Stock Phantasma"

Top biodegradable plastic companies


The biodegradable plastic industry continues to attract more investments as the market opportunity expands and there's more pressure to protect the environment. As a result, the number of biodegradable plastic companies is growing. The top companies in this space include Germany’s BASF SE, UK’s Biome Bioplastics, Japan’s Mitsubishi Chemicals, and America’s NatureWorks. <---????

The other notable bioplastic companies are Bioamber, Avantium, Genomatica, Novamont, Solvay, Danimer Scientific, and Total Corbion PLA, which is a subsidiary of French oil major Total SE. <-----

The global biodegradable plastic market is on track to grow from $4.6 billion in 2019 to$9 billion by 2025. There's a massive revenue opportunity for biodegradable plastic companies and investors in this space.

janes we are listed there with the big guys!
 
stonedinvestor said:
janes-- Have you noticed that the one we liked Avantium has been pretty steady. It's $6.80 and it was only $7 when we were looking. I don't know if it's relative strength or just unknown. I remember this was the one where there's anew factory coming or not depending on the research...

Description

Avantium N.V., a chemical technology company, provides catalysis services and systems to the oil, gas, chemical, and renewable industries in the Netherlands. The company operates through three segments: Catalysis, Renewable Chemistries, and Renewable Polymers. It offers catalyst testing systems, including Flowrence XD that provides catalyst testing for the early discovery stage, when customers need to find out what catalyst works for their chemical process; Flowrence XR system that enables research into optimizing the catalysts; Flowrence XP that provides testing of catalysts in the process development stage; and Flowrence XC that offers testing of catalysts in the commercialization stage, as well as provides R&D services and refinery catalyst testing services. The company also develops and commercializes products and processes in the renewable and chemistries space. In addition, it develops ray technology to produce mono-ethylene glycol from industrial sugars; and dawn technology which convert non-food plant-based feedstock to industrial sugars and lignin. Further, the company produces furandicarboxylic acid, a building block for polyethylene furanoate (PEF); and PEF, a plant-based recyclable plastic for use as packaging material. Avantium N.V. is headquartered in Amsterdam, the Netherlands.
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yah, i was relooking at everything last night...hence the cereplast note. i've become convinced that if one sees a penny stock in bioplastics/ biochemicals that one should immediately buy it because, as long as it is a legitimate company, that's a great entry point. that stuff is going to go up 200% in my opinion once someone finds it. no company is making money yet, so the pricier stocks still come with risk. that market got too high in february.

i dug into avantium last month and wish i made better notes on it. i'm pretty sure it's the company where i listened to one of those phone call things, and it didn't sound great, sounded like investors were frustrated they weren't sealing the deal on anything yet. plant update is supposed to be March 24. one thing in the phone call, they thought a lot of the profit would be in selling licences not product: “Let me comment on that, Wim. I think in the past we said that the FDCA plant will be cash positive in operations and out of there the real value will come out of selling licenses.” The plastic they're doing, PEF, i think is well thought of in regards to the future.

braskem is another one i'm tracking. traditional chemicals company in brazil but they seem to be branching out well into sustainable. amyris is a good one but they have to come back down.

I don't know. I do know it's not a sure bet yet. right now the only thing i feel really bullish on is those things you can scoop up for pennies...they're still there but i don't think that will be the case for long. kicking myself still on cereplast. i had dug and put in the work and found the penny stuff. they just had such a shoddy website.
 
janes said:
yah, i was relooking at everything last night...hence the cereplast note. i've become convinced that if one sees a penny stock in bioplastics/ biochemicals that one should immediately buy it because, as long as it is a legitimate company, that's a great entry point. that stuff is going to go up 200% in my opinion once someone finds it. no company is making money yet, so the pricier stocks still come with risk. that market got too high in february.

i dug into avantium last month and wish i made better notes on it. i'm pretty sure it's the company where i listened to one of those phone call things, and it didn't sound great, sounded like investors were frustrated they weren't sealing the deal on anything yet. plant update is supposed to be March 24. one thing in the phone call, they thought a lot of the profit would be in selling licences not product: “Let me comment on that, Wim. I think in the past we said that the FDCA plant will be cash positive in operations and out of there the real value will come out of selling licenses.” The plastic they're doing, PEF, i think is well thought of in regards to the future.

braskem is another one i'm tracking. traditional chemicals company in brazil but they seem to be branching out well into sustainable. amyris is a good one but they have to come back down.

I don't know. I do know it's not a sure bet yet. right now the only thing i feel really bullish on is those things you can scoop up for pennies...they're still there but i don't think that will be the case for long. kicking myself still on cereplast. i had dug and put in the work and found the penny stuff. they just had such a shoddy website.
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i guess the working thesis is we're not looking for the winning company yet in biochemicals. it's too early to tell and they're not cheap enough to guess. i could be wrong. probably am wrong, but until things ramp up, to me it's a search for low hanging fruit.
 
stonedinvestor said:
And Best of All........ To All My Fellow Fisherman!!!!!

SailPoint Technologies Holdings, Inc. (SAIL)
NYSE - Nasdaq Real Time Price. Currency in USD

$60.74+4.36 (+7.73%)
As of 12:06PM EST.
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$55
-7%


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As Nasstassia and I quietly oar off into the night.
 
VAN WTF-- THE STREET.COM DID A HIT PIECE ... I'M IN THEIR NOW TY-- I HAVE A ST PT OF $74 DON'T AGREE WITH THIS AT ALL -- BASED OFF MACD I THINK.... CHART READ AT REALMONEY... BASTARDS... I'M BUYING NOW.

Volkswagen price target raised to EUR 300 from EUR 200 at UBS 12:54 VWAGY UBS analyst Patrick Hummel raised the firm's price target on Volkswagen to EUR 300 from EUR 200 and keeps a Buy rating on the shares.


Gentherm Incorporated (THRM)

$74.47+2.04 (+2.82%)
As of 2:44PM EST. Market open.
 
We expect that lodging recovery will be further bolstered by a healthy U.S. economy as massive amounts of fiscal stimulus and accommodative fit continue to support the economy, including the $900 billion plan Congress passed in December and an additional $1.9 trillion recently put forth by the President, with the possibility of a significant infrastructure spending bill to follow as well. Additionally, the U.S. personal savings rate has soared to almost 14%, equating to over $1 trillion saved over the last 12 months, while GDP growth is forecasted to be near 6% for 2021.

Against this backdrop, we believe there is significant pent-up demand, which should lead to accelerated growth beginning in the second half of 2021 as both business and leisure travelers seek to reclaim all that was lost in 2020. As more of the population is vaccinated, travel restrictions eased, corporate offices reopen, demand trends will undoubtedly improve, and we believe Park is incredibly well positioned to successfully lead our industry through this expected recovery phase. By and large, demand recovery is projected to follow recent trends, with drive to leisure continuing to lead during the early phases of the recovery, with over 45% of our rooms located in drive to markets, we believe Park remains very well positioned for this early phase of the recovery. We've been very encouraged with the improvement in demand since the beginning of the year, with portfoliowide occupancy is improving sequentially over the last several weeks.

We have witnessed particularly strong results at several of our drive to and leisure markets, including Key West, Miami, New Orleans, Seattle and Southern California. The next phase of the recovery, which we anticipate may begin to take shape during the third and fourth quarter of 2021 is expected to be fly to leisure, a disproportionately high U.S. savings rate and pent up desire for travel should help to support demand trends across several of our key markets, including Hawaii, Orlando, Miami, Southern California and even San Francisco as restaurants and local attractions reopen. On the corporate side, however, there remains very limited visibility, with many companies remaining more focused on when to bring workers back to the office full-time and less focus on booking travel at this point.
 
...SailPoint's valuation multiple is 11.6x EV/FY21 revenue.(For perspective - if we assume an 18% y/y growth rate next year instead, SailPoint's valuation would dip by half a turn to 11.0x EV/FY21 revenue).

This certainly isn't a cheap multiple, but for a mid-20s grower in a very unique software segment that isn't densely populated by large-cap competitors, and is also generating positiveGAAPoperating income (a true rarity in the software sector, especially at SailPoint's relatively smaller scale), it's not out of line with where the broader market is trading.

As more and more companies take the pandemic as an opportunity to beef up their IT infrastructure - especially in areas concerning security and data protection - I think SailPoint's tailwind and growth opportunity is still large. In addition, the company's private equity heritage and its already-existing profitable operations give it an edge over other software peers.

Stay long here and buy on any near-term dips.
 
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