GBA's "2021 Stock Phantasma"

Lord Glitters! RESPECT!

Thank You Barons! -

MyTheresa stock might be cheapest thing it sells, Barron's says 12:01 MYTE Mytheresa stock - technically an American depositary share of parent company MYT Netherlands Parent - was recently trading just below its $26 initial-public-offering price after having jumped to $36 shortly after the debut, Nicholas Jasinski writes in this week's edition of Barron's. The stock could recover those losses and more in the coming months, the author contends, noting that while luxury buyer might have been slower to adopt e-commerce, the overall luxury market is growing by about 7% annually.


Oh My! Yes!
Mytheresa initiated with a Buy at Jefferies 02/16 MYTE Jefferies analyst Flavio Cereda initiated coverage of Mytheresa with a Buy rating and $37 price target. The company is "the only pure Luxury multibrand digital platform currently listed" on the NYSE in a a segment of the sector that has "high barriers to entry and is a de facto oligopoly," Cereda tells investors. He sees Mytheresa being set to deliver compound annual revenue growth of 20%+ with "stable margins," Cereda added.

MYTE Tomorrow's Gummy Today!
 
XPeng's Business Model
XPeng produces 2 EVs: the G3 SUV and the P7 sedan.

Source: Wikipedia.org

The P7 sedan is XPeng's most popular EV and the company has delivered 20,181 p7 sedans as of March 1st, 2021.

Source: Wikipedia.org
 
From the folks who brought you David's Tea at $1.00 and watched it to $4.00 and Aqua Bounty at $3 and watched it got to $9 comes a second viewing of a Fresh Shrimp Idea.

Who doesn't like Fresh Shrimp?

Mar. 05, 2021 12:26 PM ET NaturalShrimp Incorporated (SHMP)
Summary
  • NaturalShrimp announces increased stocking of Texas plant and initial stocking of Iowa plant as well as acquisition of long time technology partner Hydrenesis.
  • NaturalShrimp adds capital markets veteran to Advisory board.
  • NaturalShrimp has solved a 50-year problem in the aquaculture industry with their patented process that grows fresh, healthy, environmentally sustainable seafood without the use of antibiotics or chemicals.
  • NaturalShrimp has applied for listing on the NASDAQ which will be a tipping point allowing institutional investors and capital to flow into their growing business.
  • Massive scalability potential in the domestic shrimp growing market that currently sees only 5% of shrimp consumption coming from United States producers.
Ammonia
Ammonia has plagued the shrimp aquaculture industry since inception. The decaying process of all living things creates ammonia, which is part of the nitrogen cycle. As we have previously stated, we are not scientists, so we are not going to go into detail about ammonia and how it affects shrimp, but we do want to EMPHASIZE that it is arguably the most difficult factor to control when trying to grow shrimp. Many producers have attempted to fix this issue, but until now, nobody has been able to “crack the code”. The manpower, cost, and necessity to control ammonia has plagued the industry since inception.

NaturalShrimp and their technology has “cracked the code”. They have figured out, through rigorous testing, trial and error, and technological advances, how to naturally control and eliminate the issues surrounding ammonia in their farming operations. This alone, if scalable, is a complete game changer in the way humanity grows aquatic food, and NaturalShrimp has a global patent on this process.
 
... Is Salmon in their future? watch out AQB>

Current and Future State: shrimp, salmon, and more?
It is no secret that a company that carries the symbol “SHMP” is probably involved in the shrimp industry, however, the company’s involvement in salmon production has been quietly growing over the last several quarters. They have been involved recently in two big studies centered around salmon. First was a phase-I technology trial in Australia that was meant to combat Amoebic Gill Disease or "AGD" in Atlantic salmon. AGD is a major hurdle in salmon aquaculture and a fix for this will be extremely valuable for Natural Shrimp’s efforts and could potentially be licensed to salmon farmers across the globe.
 
I missed this Van but PLTR might setting up as a long finally. Several people who sold everything and just bought PLTR are freaking out! I told them relax... Van has a plan....

You can see the wild swings over the last month right here:

saupload_ecbf99ec4ab5fb564f6016ae6d4f2dbe.png
Data by YCharts
My point isn't that I've got a crystal ball. Far from it, because it was impossible to know if PLTR's lock-up expiration and Q4 2020 report would kill its price, or if it was going to skyrocket. More importantly, it was impossible to know the exact timing, size of movement, and duration.

In any event, I decided to add to my PLTR position when I saw the price collapse earlier today:

saupload_fdc1fe699442e79de3de7b24a19fe100.png
Data by
Was This action on Friday?

A lot happened Friday. Damn.
 
janes what the hell-- Troll ( I just read that!) is that live under the bridge troll? The ugly guy.
You and Van with the catchy zip words 'Instant Message' to me it's the same aS INSTANt coffee-- & Guess what I, am the last man in America without a cell phone I have never owned one and I'm in my late 50"s unfortunately!

As I understand the use of the word Troll-- it is used in a Fishing sense-- on the internet it is when you go on someone else's' message board (which I have not done) and leave a nasty message-- I CERTAINLY HAVE NOT DONE THAT! I Guess once I did when this fake Guru showed up in a different forum I blasted him but then Van set me right and said that's no way to make friends-- And guess what -I have no friends! So maybe Van is right.

He always is, sometimes just a little wrong first and then right...
 
Xerox is a dividend play)- 3.8% yiled.

Down 17% in a year.

+ 11% in amonth<------

It has been $26 since Feb.23 basing.

In August, activist investor Carl Icahn recently doubled-down on his investment in Xerox(XRX) and now holds more than 25M shares, or ~12% of the company
and I think he bought even more. (to follow)

This was back in Jan) -

Xerox downgraded to Sell at Cross Research on work from home headwinds 01/19 XRX Cross Research analyst Shannon Cross downgraded Xerox to Sell from Hold with a $17 price target citing expectations for continued margin pressure from work from home headwinds, stating that lock downs in Germany, the UK, France and other regions point to an even slower return to offices and prolonged pressure on page volumes. Xerox benefited in 2020 from several one-time actions that will reverse in 2021, including government assistance payments, lower royalties from Fuji Xerox, a restart of employee benefit programs and lower employee healthcare expenses, added Cross.

It could be a re- opening play but they could struggle each earnings report--

Going back to work.As already noted, management believes a “return to the office” may happen sooner than many may think. Of course, the virus may have a different opinion in this regard. However, if management is correct, mid-range equipment sales – devastated by office closures – may bounce back, with the post-sale business subsequently becoming an obvious beneficiary of that effect.

High-end and entry-level sales can help mitigate losses in mid-range. Xerox’s mid-range segment contributes more than half of all revenue. And this segment, which realized declines of (46%) and (42%) for color and black-and-white sales respectively in Q2, has suffered particularly through the pandemic. Interestingly, high-end black-and-white production sales actually increased in the quarter. Additionally, the transition to home-based work resulted in some growth within the entry-level category as well.

2/12->Icahn buys Bausch Health, boosts stake in Xerox 02/12 BHC, DAN, IEP, XRX, TEN, LNG, OXY, CVI, HLF Carl Icahn's Icahn Capital disclosed in an SEC filing its holdings as of December 31, 2020. Icahn's two new buys during the fourth quarter included, by size of position, Bausch Health (BHC) and Dana Inc. (DAN). The fund increased its stake in two holdings, namely Icahn Enterprises (IEP) and Xerox (XRX).

Carl is all in but is he using Xerox as a bank? For the Div.... Could be very smart....

Lets assume stocks are down 10% for the year
money in the bank yields 1%
due to the reopening Xerox is steady flat.
Carl gets 3.8% on a gazillian shares.....
 
stonedinvestor said:
janes what the hell-- Troll ( I just read that!) is that live under the bridge troll? The ugly guy.
You and Van with the catchy zip words 'Instant Message' to me it's the same aS INSTANt coffee-- & Guess what I, am the last man in America without a cell phone I have never owned one and I'm in my late 50"s unfortunately!

As I understand the use of the word Troll-- it is used in a Fishing sense-- on the internet it is when you go on someone else's' message board (which I have not done) and leave a nasty message-- I CERTAINLY HAVE NOT DONE THAT! I Guess once I did when this fake Guru showed up in a different forum I blasted him but then Van set me right and said that's no way to make friends-- And guess what -I have no friends! So maybe Van is right.

He always is, sometimes just a little wrong first and then right...
More...
Bachus is your friend, no?
:cool:
 
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