GBA's "2021 Stock Phantasma"

Moncler upgraded to Buy from Hold at Kepler Cheuvreux 05:14 MONRF Kepler Cheuvreux analyst Marco Baccaglio upgraded Moncler to Buy from Hold with a EUR 58 price target.

The9 signs MOU to acquire 70% equity of Interhash for approximately $7M 05:07 NCTY The9 announced that it signed a legally binding memorandum of understanding, or MOU, on the acquisition of 70% equity of Hangzhou SuanLi Technology, or Interhash, a cryptocurrency cloud mining blockchain software-as-a-service, or SaaS, company. The acquisition consideration is approximately $7M, subject to due diligence and valuation to be conducted by an independent valuation firm. The9 will pay the acquisition consideration by issuance of Class A ordinary shares based on the closing market price of $82.89 prior to the signing of the MOU. Established in June 2019, Interhash is a platform that provides cryptocurrency mining-related management services to users. Users can place an order with one click to use the services, which save the users from involving in the process of cryptocurrency mining including purchasing, installing and hosting cryptocurrency mining machines. Interhash has managed AvalonMiners, AntMiners, WhatsMiners, Ipollo miners and Ebit miners for users. The cumulative Bitcoin hash rate under Interhash's management is approximately 590PH/S. The9's goal is to further provide decentralized cryptocurrency cloud mining services to users on top of its current centralized cryptocurrency mining business.

\Tradeweb Markets upgraded to Buy from Neutral at Goldman Sachs 04:54 TW Goldman Sachs analyst Alexander Blostein upgraded Tradeweb Markets to Buy from Neutral with a price target of $85, up from $71. The analyst sees a combination of a cyclical recovery in rates volumes in both the company's cash treasury and swaps businesses, improving revenue capture rates, and scaling of the credit franchise driving 20% annual earnings growth through 2023. He expects the stock to deliver the best earnings growth in the group.

Crowdstrike price target raised to $295 from $180 at JMP Securities
 
stonedinvestor said:
Now how are we going to plug in a million electric cars? I think this EV move is going to fall back. Be pushed out. We are not ready.

!
More...
Lol.
"We are not ready".
Well... that's when you start getting ready.

It's gonna happen Stoney.
And the grid is gonna need all kinds of upgrades.

Black and Veatch.
$1.7B in sales.

That's the one to put in a SPAC.

Anyway Stoney.... know what else there's gonna be a huge need for, playing the backdoor angle here for all the EV's? And its nothing sexy, in fact its pretty much old school....

Drumroll....

Transformers Stoney. Lots and lots of transformers. And inverters... for the super-chargers that charge with straight DC using the line voltage of 480V.

Start digging Stoney. Somewhere out there is an old forgotten company that has made these things for decades.
 
No I have the stk Van it's called VICR. And they do higher volts 49 iIbelieve it's a huge movement in tech.

I'd watch POWI but VICR is he interesting one.

Hey did you hear the news!

Supposedly smart Dept: Vuzix jumps after ARK Invest buys over 290,000 shares »

The great one finds VUZI now!!- What does that make me? I had VUZI at $5 in the last thread!!!!
 
stonedinvestor said:
No I have the stk Van it's called VICR. And they do higher volts 49 iIbelieve it's a huge movement in tech.

I'd watch POWI but VICR is he interesting one.

Hey did you hear the news!

Supposedly smart Dept: Vuzix jumps after ARK Invest buys over 290,000 shares »

The great one finds VUZI now!!- What does that make me? I had VUZI at $5 in the last thread!!!!
More...
From 2016:


vanzandt said:
Buy the front month $10 calls for a dime each month if you want to play home run derby, cheaper in the long run. jmo though. G/L Mik
More...
;)
 
Wedbush estimates Tesla made roughly $1B on bitcoin investment »
8x8 awarded NASPO State of Washington contract 09:04 EGHT

Three companies are well positioned for Texas rebuild, says William Blair » 08:51 GNRC, THR, VMI...

Madison Square Garden to allow fans for Knicks games February 23 10:04 MSGS Members of the New York Rangers and the New York Knicks will play in front of roughly 2,000 fans, beginning with the Knicks on Tuesday, February 23 vs. Golden State, followed by the Rangers on Friday, February 26 vs. Boston.


Northern Oil and Gas, Inc. (NOG)
NYSE American - Nasdaq Real Time Price. Currency in USD

12.36+1.08 (+9.57%)
As of 10:25AM EST.
 
Having some tech difficulties today. Adobe thing going away, Firefox is way old don't know my master password... the usual!

There was a blurb about companies for the Texas situation and the smallest I looked up only could find old news but look what they do.

If you're looking to pick up long-term exposure to energy at a discount without taking much risk of capital impairment, Texas-based Thermon(NYSE:THR) looks like a very good candidate at its current share price in the high teens. While shares don't have the near- or medium-term leverage to an energy recovery that some more challenged companies have, that's offset by a defensible position in an important niche, with a lucrative recurring-revenue component driving more stable margins and growth than you would normally expect.

The Challenge: Cold Markets Cooling Off

Thermon's primary line of business is heat tracing, which, summarily, refers to solutions that provide an external heat source to pipes and instruments. There are various applications - outdoors, it helps protect against freezing; inside major facilities, on the other hand, tracing can help regulate flow and keep plants running the way they need to. Since it's a pretty niche area, for more details than you could possibly want on the various types of tracing systems,

From an investment perspective, the major attraction is that there are only two sizable players in the market (as I'll touch on in a moment), and whenever a new facility is installed using heat tracing, it generates a lucrative ongoing maintenance business (generally in the high single digits as a percentage of installed revenue).

The majority of Thermon's business is in the oil and gas markets (split between upstream and downstream) as well as chemicals and a few others. While downstream and chemicals are doing relatively well, upstream has obviously been the major challenge, especially since a lot of Thermon's business here was levered to the Canadian oil sands. The Canadian business was down 57% through the first three quarters of FY16 (including FX).

Sounds like these guys could get more into the personal side of the market... The grid itselfless oil and gas..???

Opportunity.
the only other major player in heat tracing is Pentair's(NYSE:PNR) Thermal Management business, which came over fromTyco(NYSE:TYC) a few years back and is reported through the Technical Solutions segment. Pentair is about a quarter of the market while Thermon is about a fifth, and the next largest player is merely 4%.
 
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