GBA's "2021 Stock Phantasma"

Boxlight an old friend is about 1 QTR away from looking really good. The classroom of the future. Has more, larger display and lots of simultaneous use.


Boxlight price target raised to $5.50 from $5 at Alliance Global Partners 03/26 BOXL Alliance Global Partners analyst Brian Kinstlinger raised the firm's price target on Boxlight to $5.50 from $5 and reiterates a Buy rating on the shares. The company's stronger than expected Q4 results support a bullish thesis, Kinstlinger tells investors in a research note. The analyst expects demand in the U.S. will surge given the federal funds being made available for education.

Boxlight reports Q4 EPS 1c, two estimates (11c) 03/25 BOXL Reports Q4 revenue $31.9M, two estimates $27.18M. CEO Michael Pope says: "We closed the fourth quarter with record customer orders and outperformed our revenue and earnings guidance. Despite challenging disruptions to how we interact and communicate in both education and business settings, we have experienced increased demand for our solutions in 2021 and expect to report the first quarter with revenue greater than $28 million and positive Adjusted EBITDA. Note that the first quarter is seasonally slow and has historically accounted for less than 20% of annual sales. We are benefiting from a robust and growing market for interactive hardware and software solutions, and are executing on our strategy to take market share by providing superior solutions and unsurpassed customer support. Specifically, we are managing an unprecedented order pipeline for our education technology solutions, including our range of interactive displays, in both the EMEA and the U.S. markets. We are committed to improving profit margins as we diversify our product mix with increasing sales from high margin solutions such as software, proprietary accessories and professional services."

 
janes said:
just to clarify, i have ended up selling both of these because they seemed too absurd, but i'll probably end up regretting it because people seem to love this stuff.

i sold the algae stock during the february sell off because i thought it was an absurd thing to hold on to, and that thing has gone up. still can't figure it out.
Pond Technologies Holdings Inc
0.60 USD+0.024 (4.16%)

and the micro fiber stock nanollosse, i just sold it because i decided it was too ridiculous to lose money on it, and i bet it goes up

my sensible australian bioplastic stock, secos group ASX:SES, however, that has no debt and is ramping up factories and is starting to turn a profit, that thing can't stay above water
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Ahhhh...
Don't listen to Stoney, he's batting like a negative .437 as of late. If it wasn't for VZ... the Phantasma would have 3K views.
 
Portfolio Position-

XPO Logistics upgraded to Overweight from Equal Weight at Barclays 06:04 XPO Barclays analyst Brandon Oglenski upgraded XPO Logistics to Overweight from Equal Weight with a price target of $160, up from $136. The analyst sees a "low valuation, solid fundamentals and a clearer post-split future." XPO screens as one of the cheaper transport equities despite maintaining favorable U.S. last mile, truck brokerage and global logistics businesses, which all stand to benefit meaningfully from current fundamentals, Oglenski tells investors in a research note. Further, with the pending spin off of GXO Logistics, the company will be less financially levered future and have a favorable valuation on a sum-of-the-parts basis, which is likely to be realized by markets later this year, says the analyst. Show Related Items
 
Someone is eventually going to buy Curiosity Stream if we do not--

We have highlighted this company probably four times. CURI $13.00

Ultra Growth in all Metrics
As a public company, CuriosityStream reported its first quarterly report. For the fourth quarter of 2020, it announced$11.4 million in revenue, up by 70%year over year. Total paying subscribers increased by 50% to 15 million, up from 10 million in the fourth quarter of 2019. For the full fiscal year, the company reported revenue of nearly$40 million, up by a staggering 120% year over year.The company also maintained margins of around 60%, which demonstrates high future profitability potential.

Source: CuriosityStream

We had a strong 2020, ending the year with more than double our 2019 revenue with approximately 15 million subscribers. More recently, we raised approximately $100 million in a follow-on offering completed in February of this year. We enter 2021 with a strong balance sheet, one of the largest libraries of factual content in the world and a world-class team of experienced media executives executing strongly against our plans. I couldn't be prouder of what we accomplished in 2020, and I look forward to 2021. - Clint Stinchcomb, President & CEO

The streaming platform is set to continue its growth momentum throughout 2021, guiding for at least $71 million in revenue, representing ultra-growth of around 80%.

Founder John Hendrick's previous success as a former founder of Discovery Communications (DISCA).
 
WaTCH-
SFET Down 5% in a day yet still up 8% in 5 days.... Signs of a bottom!>>>>>!!

Safe-T Group Ltd--$1.46
-0.07(-4.58%)
4:00 PM 04/14/21
Pre-Market:$1.43-0.03(-2.06%)7:34 AM
 
2nd Chance To Get In The Pool.

Pool corp has been one of my huge misses. Having followed it very carefully over the years.
There is no doubt I should of been an investor in POOL.

Now a second chance to get in the swim of things: SWIM IPO-!!

Swimming Pool maker Latham Group to issue $20M shares in IPO at an estimated price range between $19-$21
  • The largest designer, manufacturer and marketer of in-ground residential swimming pools in North America, Australia and New Zealand, Latham Group (SWIM) is offering 20M common stock at an estimated initial public offering price between $19-$21 per share.
  • Latham intends to list on Nasdaq.
  • Proceeds will be used to repay indebtedness under certain credit facilities, to acquire shares of common stock from principal stockholders and a current employee.
  • Underwriters' over-allotment is an additional 3M common stock.
  • The company was founded in 1956 and recorded $403M in sales for FY2020.
 
The first drop in payrolls since April, was likely not its last.

“We expect the double-dip pattern to continue into the new year as the pandemic remains rampant,” Jim O’Sullivan, U.S. macro strategist for TD Securities, wrote in a note Friday. “We expect recovery to resume within a few months, with the help of vaccines and fiscal stimulus, although we also expect the labor market to show significant net weakening for several years.”

More specifically, the labor market may need four to five years to return to a state similar to what it was before the pandemic, when the jobless rate was at 3.5%, labor force participation was firm and payrolls were growing consistently, O’Sullivan added in a phone interview with Yahoo Finance.

“I think it’s going to be a while before you make up that 10 million,” O’Sullivan said. “And then on top of that, of course, there’s normal growth over time in the labor force, even though labor force growth has slowed for demographic reasons.”

In other words, the labor market will need to recuperate both the lost jobs during the pandemic as well as make up additional ground to find jobs for those who joined and will join the working-age population and labor force during the recovery.
 
stonedinvestor said:
However, the analyst thinks the ongoing rotation out of growth stocks and the pending lock-up expiration of 140M shares could remain a source of near-term volatility for the stock

... So Van could you nail down the lock up period when it begins??? Has it happened???? it's 4/11.
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Looking like only 10% of available to sell shares will hit market on-- MARCH 3
March 1, 2021
PDF Version
SAN FRANCISCO--(BUSINESS WIRE)--Mar. 1, 2021--Affirm Holdings, Inc.(NASDAQ: AFRM) (“Affirm” or the "Company”), today announced a partial early lock-up release with respect to Affirm’s shares of Class A common stock, par value$0.00001per share (the “shares”), pursuant to the terms of certain lock-up agreements (“lock-up agreements”) entered into by certain of Affirm’s directors, officers, greater than 1% stockholders and other stockholders (other than current non-officer employees, former employees, consultants and independent contractors) with the underwriters of Affirm’s initial public offering.

Pursuant to the terms of the lock-up agreements, the restricted period will end with respect to 10% of the shares subject to each lockup agreement if certain share price and other conditions are met. The conditions for early release were satisfied on February 26, 2021. Accordingly, the Company estimates that up to 15.6 million shares will become eligible for sale in the public market at the open of trading onMarch 3, 2021.
 
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