so Van, when you said research bio-plastics, it clicked for me. I thought at least here's something i can do with the rage i feel about plastics. so i'm researching. i've got nothing yet. i think it would be a patient play once there are names, because there doesn't seem to be money in it yet. Major chemical companies are moving in. The small companies that are just doing bio plastics seem mostly private, and then there's some on the OTC market. Looks like you can buy those cheap because they might not be making any money. There are more companies in Norway / Europe. Not as many in the US.
GBA's "2021 Stock Phantasma"
- Thread starter stonedinvestor
- Start date
so Van, when you said research bio-plastics, it clicked for me. I thought at least here's something i can do with the rage i feel about plastics. so i'm researching. i've got nothing yet. i think it would be a patient play once there are names, because there doesn't seem to be money in it yet. Major chemical companies are moving in. The small companies that are just doing bio plastics seem mostly private, and then there's some on the OTC market. Looks like you can buy those cheap because they might not be making any money. There are more companies in Norway / Europe. Not as many in the US.
Hey we might be up big here on VUZI!!! I believe we bought at $12 area
Vuzix partners with KDDI overseas subsidiaries 08:38 VUZI Vuzix announced it has partnered with KDDI overseas subsidiaries to provide Vuzix Smart Glasses to customers across the globe to support their COVID-19 business continuity planning efforts and increase overall productivity. KDDI, one of Asia's largest telecommunications providers, has also begun to deploy Vuzix Smart Glasses internally to support maintenance in their telecom facilities. KDDI provide a multitude of services, including mobile phone services, fixed-line communication, and data centers, making it an optimal one-stop solution provider for everything from network infrastructure installation to implementation and maintenance of remote work-support systems.
Vuzix partners with KDDI overseas subsidiaries 08:38 VUZI Vuzix announced it has partnered with KDDI overseas subsidiaries to provide Vuzix Smart Glasses to customers across the globe to support their COVID-19 business continuity planning efforts and increase overall productivity. KDDI, one of Asia's largest telecommunications providers, has also begun to deploy Vuzix Smart Glasses internally to support maintenance in their telecom facilities. KDDI provide a multitude of services, including mobile phone services, fixed-line communication, and data centers, making it an optimal one-stop solution provider for everything from network infrastructure installation to implementation and maintenance of remote work-support systems.
Wait we have one from the Kramer show!!! Retech or something!!! It's in this thread I will find it!
Executive Decision: Ranpak
In his first "Executive Decision" segment, Cramer spoke for the first time with Omar Asali, chairman and CEO of Ranpak Holdings (PACK) - Get Report, the packaging supplier Cramer called a stealth way to play the ecommerce revolution. Shares of Ranpak were up 12.4% in today's session.
Asali explained that Ranpak is a leader in eco-friendly packaging. They focus 100% on paper and fiber-based packaging with zero plastics of any kind and support sustainable forestry.
Ranpak currently derives 50% of its sales from the U.S. with the remainder stemming from overseas operations. In addition to packaging supplies, Ranpak also provide automation systems for ecommerce operations to help them ship more boxes, more efficiently. The company has several big ecommerce clients, including Walmart WMT.
In his first "Executive Decision" segment, Cramer spoke for the first time with Omar Asali, chairman and CEO of Ranpak Holdings (PACK) - Get Report, the packaging supplier Cramer called a stealth way to play the ecommerce revolution. Shares of Ranpak were up 12.4% in today's session.
Asali explained that Ranpak is a leader in eco-friendly packaging. They focus 100% on paper and fiber-based packaging with zero plastics of any kind and support sustainable forestry.
Ranpak currently derives 50% of its sales from the U.S. with the remainder stemming from overseas operations. In addition to packaging supplies, Ranpak also provide automation systems for ecommerce operations to help them ship more boxes, more efficiently. The company has several big ecommerce clients, including Walmart WMT.
I like VLDR too... but it's not a short story I do not think.
55 m float
67% insiders
8.6 mil shares short
Those were Dec numbers I think... Is it much higher now????
55 m float
67% insiders
8.6 mil shares short
Those were Dec numbers I think... Is it much higher now????
Man I should of checked on VUZI yesterday it put in a high 80 cents above!
The News--
What happened
Shares ofVuzix(NASDAQ:VUZI)jumped as much as 19% today after the company announced a new partnership with Japanesetelecommunications giantKDDI to sell smart glasses.
So what
Vuzix said that it has partnered with various international subsidiaries of KDDI to sell Vuzix Smart Glasses to enterprise customers across several markets. Vuzix Smart Glasses leverage augmented-reality (AR) technology to free the user's hands and increase productivity of maintenance technicians. KDDI has already started to deploy the devices internally and will also resell the Smart Glasses to other customers.
IMAGE SOURCE: VUZIX.
"We look forward to working with KDDI as both a reseller of our smart glasses and an internal user," Vuzix CEO Paul Travers said in a statement. "KDDI is a leading supplier of telecom services in Japan, as well as an established global supplier of IT products and services, and this partnership represents a perfect fit for the solutions and capabilities of both companies."
Now what
Early generations of AR glasses, most notably Google Glass, had largely failed to gain traction initially with consumers, but manufacturers have found new use cases in industrial and enterprise markets. Companies can justify the high cost of the products since they can potentially improve productivity for certain roles.
Sales of Vuzix Smart Glasses jumped by 156% in the third quarter to reach $2.7 million. In November, Travers commented, "The COVID-19 Pandemic has become a catalyst for much broader acceptance of enterprise smart glasses, resulting in shorter evaluation periods and increased customer adoption."
The News--
What happened
Shares ofVuzix(NASDAQ:VUZI)jumped as much as 19% today after the company announced a new partnership with Japanesetelecommunications giantKDDI to sell smart glasses.
So what
Vuzix said that it has partnered with various international subsidiaries of KDDI to sell Vuzix Smart Glasses to enterprise customers across several markets. Vuzix Smart Glasses leverage augmented-reality (AR) technology to free the user's hands and increase productivity of maintenance technicians. KDDI has already started to deploy the devices internally and will also resell the Smart Glasses to other customers.
IMAGE SOURCE: VUZIX.
"We look forward to working with KDDI as both a reseller of our smart glasses and an internal user," Vuzix CEO Paul Travers said in a statement. "KDDI is a leading supplier of telecom services in Japan, as well as an established global supplier of IT products and services, and this partnership represents a perfect fit for the solutions and capabilities of both companies."
Now what
Early generations of AR glasses, most notably Google Glass, had largely failed to gain traction initially with consumers, but manufacturers have found new use cases in industrial and enterprise markets. Companies can justify the high cost of the products since they can potentially improve productivity for certain roles.
Sales of Vuzix Smart Glasses jumped by 156% in the third quarter to reach $2.7 million. In November, Travers commented, "The COVID-19 Pandemic has become a catalyst for much broader acceptance of enterprise smart glasses, resulting in shorter evaluation periods and increased customer adoption."
Lidar technology is already staking its place as one of 2021’s hottest topics.
Autonomous systems that rely on lidar technology are only in their first commercial innings, but more automotive OEMS and suppliers are getting on board, as greater degrees of automation are assimilated into a wider range of vehicles.
By 2030, the TAM (total addressable market) for ADAS solutions is expected to outstrip $150 billion.
One of the names that could bite a decent chunk out of this market opportunity is Velodyne Lidar (VLDR).
The company was the first to commercially supply lidar sensors in 2007 and, in fact, invented Real-Time 3D lidar in 2005.
The latest analyst to get behind the lidar maker is Benchmark’s Ruben Roy. Roy initiated coverage of Velodyne with a Buy rating and $32 price target. This figure implies ~39% upside from current levels.
“Today, VLDR remains the leading supplier of lidar technology with a broad product portfolio and expansive customer list,” the 5-star analyst said. “We expect VLDR to optimize its production process over the next few years and continue to broaden its product portfolio with increasingly affordable products in many form factors.”
Veldoyne estimates that by next year, the TAM for its solutions should land at around $11.9 billion.
The opportunity is not restricted to the automotive segment, but includes other end markets such as industrial, UAV, mobile robots and 3D mapping, all ones where the company “is already actively engaging customers.”
However, new applications which benefit from the use of 3D sensing technologies are cropping up on a regular basis, and Roy thinks, “the overall opportunity could be larger.”
The analyst also points out that in contrast to many of the emerging lidar competitors whose products target “narrow areas of various end markets,” Velodyne is “addressing a broad range of end market applications.”
Autonomous systems that rely on lidar technology are only in their first commercial innings, but more automotive OEMS and suppliers are getting on board, as greater degrees of automation are assimilated into a wider range of vehicles.
By 2030, the TAM (total addressable market) for ADAS solutions is expected to outstrip $150 billion.
One of the names that could bite a decent chunk out of this market opportunity is Velodyne Lidar (VLDR).
The company was the first to commercially supply lidar sensors in 2007 and, in fact, invented Real-Time 3D lidar in 2005.
The latest analyst to get behind the lidar maker is Benchmark’s Ruben Roy. Roy initiated coverage of Velodyne with a Buy rating and $32 price target. This figure implies ~39% upside from current levels.
“Today, VLDR remains the leading supplier of lidar technology with a broad product portfolio and expansive customer list,” the 5-star analyst said. “We expect VLDR to optimize its production process over the next few years and continue to broaden its product portfolio with increasingly affordable products in many form factors.”
Veldoyne estimates that by next year, the TAM for its solutions should land at around $11.9 billion.
The opportunity is not restricted to the automotive segment, but includes other end markets such as industrial, UAV, mobile robots and 3D mapping, all ones where the company “is already actively engaging customers.”
However, new applications which benefit from the use of 3D sensing technologies are cropping up on a regular basis, and Roy thinks, “the overall opportunity could be larger.”
The analyst also points out that in contrast to many of the emerging lidar competitors whose products target “narrow areas of various end markets,” Velodyne is “addressing a broad range of end market applications.”
I was just going to say that. (what stoney said) It was on Cramer the very night after I wrote that post.
These things just come to me sometimes.
CEO seemed kinda weak though. But that's jmo.