GBA's "2021 Stock Phantasma"

The thing about Beyond Spring as I am very new to the name A) Their compound is a BIG surprise to everyone. All the old research does not take it into account so what we have here is that rare Bio event a " re pricing " My hope is the Repricing starts here and goes higher and it should. B) This China deal, we all know the dangers of working with China they steal a lot of IP
but this deal seems very hammered out and in a way is the deal I was always hoping MYO would get with China.

Van I am out of Chewie since End of June. TG.
 
TrailerParkTed said:
Bought some too! Stoney use your magic touch on it! Can you comment on MYO?
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I really do not know why MYO has righted it's ship. They had some VA news a ways back. I've been waiting for big China news.... lots of these kids that can't play on the computer anymore during the week are now realizing they actually only have one arm.
 
Hey Van- Can you explain the ' placeholder ' part-- 100 mln for a $7B co??????? This could be a great deal or I have it wrong-

  • iFIT Health & Fitness, the owner of NordicTrack, filed plans for an IPO.
  • iFit aims to raise $100M through the initial public offering, although that’s likely just a placeholder, according to an S-1 filing.The company intends to apply to list its stock in the Nasdaq under the ticker "iFIT."
  • iFit, which competes with Peloton Interactive (NASDAQ:PTON), was recently valued at more than $7B in its most recent funding round late last year. Peloton's market cap is about $30.5B.
  • iFIT's revenue for the year ended May 31 rose almost 105% from the year earlier period, while the net loss widened to $516.7M from $98.5M.
  • In early March, Bloomberg was first to report that iFIT was working with Morgan Stanley and BofA on a potential listing this year.
  • Morgan Stanley, BofA and Barclays are lead underwriters on the deal.
  • iFIT in July agreed to acquire online fitness training platform Sweat for a reported priced of around $300M.
  • iFIT's competitors include Peloton, Nautilus(NYSE:NLS), Planet Fitness(NYSE:PLNT)and F45 Training, the Mark Wahlberg-backed training gym that recently went public.
 
Well the truth is out. Mask wearing is about 10-12% effective and for that we all have to change our lives, hide our faces and never get kissed.


  • Mask-wearing can limit the spread of COVID-19 infections and symptomatic form of the disease, according to a new randomized study which could be by far the largest of its kind designed to evaluate the impact of masks.
  • The researchers from Yale, Stanford, and the Bangladeshi nonprofit GreenVoice ran the study across 600 villages in Bangladesh, involving about 178K villagers in an intervention group and another 163K individuals in a control group.
  • In the intervention group, mask-wearing was increased by 28.8% after they were encouraged to wear masks.
  • When tracked, the group witnessed a 9.3% reduction in developing lab-confirmed COVID-19 infections and another 11.9% decline in symptomatic COVID-19, according to the results currently under peer review with the journal Science.
  • Commenting on the results, the study authors stressed that this doesn’t mean that masks are only 9.3% effective.
  • “I think a big error would be to read this study and to say, ‘Oh, masks can only prevent 10 percent of symptomatic infections,” The Washington Post reported quoting Jason Abaluck, an economist at Yale who helped lead the trial. The number could probably be several times higher with universal masking, noted Abaluck.
Oh Abaluck... masks ONLY prevent 10% of symptomatic infections! You said so yourself.


 
In January 2021, the company announced a strategic partnership with High Brew Coffee, a leading ready-to-drink coffee manufacturer, to distribute three flavors of premium cold ready-to-drink products to over 50,000 points of delivery. Considering Farmer Brother's customers are over 60,000, this represents a huge opportunity to register record sales as soon as the coronavirus pandemic crisis is a thing of the past.


Huge amt of debt.
During the first quarter of 2021, unlevered free cash flow has been $8.6 million vs. interest expenses of $3.24 million,

 
stonedinvestor said:
Hey Van- Can you explain the ' placeholder ' part-- 100 mln for a $7B co??????? This could be a great deal or I have it wrong-

  • iFIT Health & Fitness, the owner of NordicTrack, filed plans for an IPO.
  • iFit aims to raise $100M through the initial public offering, although that’s likely just a placeholder, according to an S-1 filing.The company intends to apply to list its stock in the Nasdaq under the ticker "iFIT."
  • iFit, which competes with Peloton Interactive (NASDAQ:PTON), was recently valued at more than $7B in its most recent funding round late last year. Peloton's market cap is about $30.5B.
  • iFIT's revenue for the year ended May 31 rose almost 105% from the year earlier period, while the net loss widened to $516.7M from $98.5M.
  • In early March, Bloomberg was first to report that iFIT was working with Morgan Stanley and BofA on a potential listing this year.
  • Morgan Stanley, BofA and Barclays are lead underwriters on the deal.
  • iFIT in July agreed to acquire online fitness training platform Sweat for a reported priced of around $300M.
  • iFIT's competitors include Peloton, Nautilus(NYSE:NLS), Planet Fitness(NYSE:PLNT)and F45 Training, the Mark Wahlberg-backed training gym that recently went public.
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I think it's just a ballpark figure they use in the initial filings before an actual offering price is set.
I don't think it's all that important early on, you have to wait and see what they file when all the details have been worked out. Good question though.
 
TrailerParkTed said:
Follow the CEOs buying, ASAN and SLQT both popped from their lows.

Has CHWY ever had a Earnings Wall Street liked? Last few blew, they dump good stocks like CHWY and RBLX only to walk them back up. Seems that way.
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Hey Ted, do you remember that company back in the day that was the first to sell quality diamonds online at a discount price? Blue Nile. I remember I made money on it, then lost some on a short squeeze. Whatever happened to it? I see they're still in business but it looks to be private. I wonder what happened to it.
 
vanzandt said:
Hey Ted, do you remember that company back in the day that was the first to sell quality diamonds online at a discount price? Blue Nile. I remember I made money on it, then lost some on a short squeeze. Whatever happened to it? I see they're still in business but it looks to be private. I wonder what happened to it.
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Blue Nile Acquisition Completed, Company To Go Private

An investor group comprised of Bain Capital Private Equity, Bow Street and Adama Partners completed the acquisition of online diamond and jewelry retailer, Blue Nile, Friday for $40.75 per share in cash, the Seattle-based company said in a statement. A Securities and Exchange Commission 8-K document said the “total amount of funds used to complete the merger and related transactions and pay related fees and expenses was approximately $520 million.”

The transaction was first announced on Nov. 7, 2016, and was approved by Blue Nile's shareholders on February 2. Trading in Blue Nile’s common stock on NASDAQ will end February 21.

Entire story at this link.
https://www.forbes.com/sites/anthon...pleted-company-to-go-private/?sh=1eb0ea41272b
 
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