GBA's "2021 Stock Phantasma"

stonedinvestor said:
Shares of Pfizer hit all-time high today, besting previous high from 1999... and amazingly that's only $48
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DBI up 7% today Stoney.
$15.21
Funko down .7%

I don't know why you don't listen to me.

vanzandt said:
Hey Stoney!!!!!

This is a good call I think.
AQUA that is.

Check out this company... $PNR.... they are very similar to AQUA, Brits, and they reported yesterday with a blow-out quarter. All time high now.

Evoqua reports on the 3rd so, all things being equal with regards to the greater tide, Evoqua could easily take out $35.
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$37.50 today.


GVA gets another contract, but all these contracts have already been recorded on the books.

++++++++++++++++++

Granite Awarded $64 Million Road Separation Contract in Southern California

Granite (NYSE:GVA) has been awarded a $64 million contract for the Jurupa Road Grade Separation project by the Riverside County Transportation Department in Jurupa Valley, California. The contract award was included in Granite’s second quarter committed and awarded projects (CAP).

The scope of work includes separating Jurupa Road and the Union Pacific Railroad by constructing a grade separation and relocating existing rail spurs. As the daily vehicle traffic and train count continues to grow, the grade separation will improve community safety by mitigating traffic congestion, decreasing emergency vehicle response time, and reducing air pollution.

“We are happy to continue our long-established relationships with both the Riverside County Transportation Department and the Union Pacific Railroad,” said Granite Regional Vice President, Brad Williams. “We look forward to enhancing safety and improving the roadway conditions for community members and the driving public.”

Construction is expected to begin in August 2021 and anticipated for completion in August 2023.

I dunno about this one Stoney.
What's the encore for Q3?

Fluor hit $18 today though. ($17.99)
:sneaky:

When's that GBA board meeting?
 
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Beyond Air Xair reported earnings and did a conference call today.

Transcript of call: https://seekingalpha.com/article/44...i-on-q1-2022-results-earnings-call-transcript

I tried pulling out some useful dates:

1) They anticipate hearing about the FDA approval for lungfit use on newborns end of September. They sound really confident about this.
If approved: "The first major conference following the expected timeline for FDA approval is the AARC or American Association for Respiratory Care in Phoenix in early November. And so, we are targeting that meeting as the first introduction of LungFit PH to the world."


2) Currently in pilot trial for lungfit use for acute viral pneumonia (including Covid) in adults. Have released some findings, plan to release further findings in upcoming, as yet unnamed, scientific meeting. Have data as well on a trial for young children with bronchiolitis (that trial is currently suspended due to covid).

The plan moving forward with these trials:
"Once this pilot trial is complete, our plan is to submit the entirety of the data at 150-160 parts per million NO in both hospitalized adult and infant viral pneumonia patient populations as one comprehensive data package to the FDA. We would like to move to a pivotal all-common [ph] trial for LungFit Pro in patients hospitalized with acute viral pneumonia and anticipate starting this study in the fourth quarter of calendar year 2022, the timing of which is due to the seasonality of most respiratory viruses."
 
Thanks so much janes I really appreciate it. I'm going to copy your notes and send them without your name to a bunch of folks I have involved in this name at a major brokerage. Thanks again.
 
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Van you said retail was out of your portfolio! A whole bunch of mall based retail broke out yesterday Design Brands was among them! But it was nothing special about Design. I wouldn't chase retail but I will cover the space more since you are interested. Retail used to be one of my specialties along with biotech. A bunch of names I championed in the old days Clairs, Buckle, Children's Place I think a half of them don't even exist anymore. That ole' Amazon came...

I am so distressed by the unusual sell of in CPNG yesterday. I don't think it was Quants I think it was far east money-- do they know something? God I hope not... more likely there's another fire burning somewhere... that needs to be put out. I am sitting here praying with my mala...

It looks like we have that6infrastructure bill doesn't it but Nancy has said she will not pass it until this big other spending bill is pushed through... Pressure should build on her but this is like birthing a baby... over and over...
 
Clene enters into two leases to expand manufacturing capacity of CNM-Au8 07:25 CLNN Clene, along with its subsidiaries "Clene" and its wholly owned subsidiary Clene Nanomedicine, announced the completion of two lease agreements that will more than quadruple the company's manufacturing capacity for its lead asset, CNM-Au8, a gold nanocrystal suspension. The first of these agreements is a ten year lease for a manufacturing space located at 100 Chesapeake Boulevard, Elkton, Maryland. The 74,210 sq. ft. building will be redeveloped to support Clene's proprietary electrochemical processes for manufacturing CNM-Au8 and will materially increase its manufacturing capacity in advance of the expected H1 2022 data release from its Phase 3 registration trial evaluating CNM-Au8 as a treatment for amyotrophic lateral sclerosis. Clene expects redevelopment to commence within weeks and plans on partial occupancy with a few months and Phase 1 of production to be underway in the first half of 2022. Simultaneously, Clene entered into a seven year lease to further expand its existing manufacturing capacity at its site located at 500 Principio Parkway West, North East, Maryland to a total of 32,229 sq. ft. This expansion enables additional R&D and manufacturing capacity for CNM-Au8 and further positions Clene to address its potential long-term needs in its efforts to treat the neurodegenerative diseases of ALS, multiple sclerosis and Parkinson's disease.
 
Van- Bentley Systems price target raised to $74 from $70 at RBC Capital 06:34 BSY

IRA stk- Folks -BLI-I have not made a cent on Berkley Lights but I am holding this! I think anyone who holds this stock will ultimately be rewarded in a big way. I make that assumption off who they work with on a constant basis... Already some very big names in the drug biz and now..

Berkeley Lights announces multi-year agreement with Bayer 06:05 BLI, BAYRY Berkeley Lights (BLI) announced a multi-year agreement with Bayer (BAYRY) to develop and perform high-throughput functional screening workflows aimed at accelerating and expanding the discovery of novel traits. Terms of the agreement were not disclosed. Berkeley Lights will leverage its platform to screen individual variants of bioactives for Bayer in a massively high-throughput manner. The outcome will be a significant acceleration of the agricultural leader's pipeline for discovery and development of novel traits. This agreement marks the first application of Berkeley Lights' technology for use in the agricultural sector.

Van Put This Your Portfolio!
 
--GXO Logistics initiated with an Overweight at Wells Fargo 05:45 GXO

--Beyond Air reports Q1 EPS (31c), consensus (21c) 16:21 XAIR Reports Q1revenue $0, consensus $260,000. "Our commercial team is ready to introduce the LungFit PH system to hospitals across the United States, with FDA approval anticipated to be received at the end of next month. I am confident in our ability to successfully bring to market what will be the first-ever FDA approved generator and delivery system that produces NO from ambient air. LungFit PH is designed to offer a simple, safe, cost effective and convenient alternative to the NO delivery systems that are currently available to treat PPHN," said Steve Lisi, Chairman and CEO of Beyond Air. "We are making progress in our other programs and anticipate reporting interim data from our at-home NTM pilot study using LungFit GO in the fall. Our LungFit PRO acute viral pneumonia study in adults, which includes COVID-19 patients, remains open and we expect to discuss our progress with FDA this fall in order to plan next steps. We also expect to receive regulatory clearance to start human studies in our solid tumor program using ultra-high concentration gNO around the end of calendar year 2021 and begin enrolling patients in early 2022."

--CuriosityStream sees FY21 revenue 'at least' $71M, consensus $70.98M 16:20 CURI

Using some common sense... CURI will be bought out.>
Nicely down from past mentions.>
Content is king and they have a bunch of content.>

-- Very sexy stk- Upstart Holdings options imply 17.5% move in share price post-earnings 14:49 UPST Pre-earnings options volume in Upstart Holdings is normal with calls leading puts 5:4. Implied volatility suggests the market is anticipating a move near 17.5%, or $23.83, after results are released. Median move over the past eight quarters is 46.0%.

--Van-
BioCryst recovers amid social media buzz after canceled stock offering<---
Aug. 11, 2021 8:14 AM ETBioCryst Pharmaceuticals, Inc. (BCRX)http://www.fotogestoeber.de/iStock via Getty Images
  • BioCryst Pharmaceuticals(NASDAQ:BCRX)has recovered from a brief decline to rise ~8.5% in early trading after the company pulled its previously-announced underwritten public offering of $200M of shares.
  • BioCryst (BCRX) cited the strong financial position, the rising revenue from ORLADEYO, and not-so-favorable current market conditions as reasons for its decision.
  • The mentions on the company have picked up on social media platforms such as StockTwits, WallStreetBets, and Twitter.
  • The clinical-stage biotech company has more than 10% of its float on loan, down from 18% in January. However, the stock has more than doubled in value in the year

--Texas governor asks hospitals to delay elective procedures, Texas Tribune says
 
stonedinvestor said:
Thanks so much janes I really appreciate it. I'm going to copy your notes and send them without your name to a bunch of folks I have involved in this name at a major brokerage. Thanks again.
More...
hold off on sending anything for a sec--i want to add the dates for the at-home trial
 
  • EV battery company Microvast(NASDAQ:MVST)has recently topped the mentions list for the WallStreetBets subreddit, according to Quiver Quantitative. But its moves, while big, have been choppy rather than straight up.

  • TuSimple Holdings(NASDAQ:TSP)is higher in early trading after ARK Invest swoops back in with more buying action on the autonomous truck stock.
  • Cathie Wood's firm picked up another 690,523 shares of TSP for the ARK Innovation ETF and 220,111 shares of TSP for the ARK Autonomous Technology & Robotics ETF.
  • Insider still hold a 26% stake in TuSimple (TSP) even with IPO lockup period expired.
GUMMY OF THE DAY- CURI

CuriosityStream jumps 9% after revenue beat, 40% paying sub growth
 
VAN-

  • Planet Fitness(NYSE:PLNT)CEO Chris Rondeau said Tuesday that "unseasonable growth" in its membership additions drove revenue expansion in Q2, even though the company's profit came up short of expectations.
  • Looking ahead, Rondeau told CNBC that a "fitness boom" was on the way, as people look to "get off the couch" after putting on weight during the COVID restrictions.
  • Planet Fitness announced aquarterly profit that missed analyst expectations. However, revenue jumped more than 240% to reach $137M, exceeding the projections of market experts.
  • The earnings report was initially met with selling on Tuesday, but PLNT found buyers during intraday trading and eventually finished the session modestly higher.<-- GOD SIGN
 
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