GBA's "2021 Stock Phantasma"

This thread is so damn entertaining I just read through some pages. The BIG Question today is Do Van and Stoney get back on their bicycles? -- Yup we enjoyed a very nice ride on our BCYC's from mid teens to relatively high $20's , got off, left our bike on the side of the road and JMP just picked it up!<----

Bicycle Therapeutics initiated with an Outperform at JMP Securities 05:04 BCYC JMP Securities analyst Reni Benjamin initiated coverage of Bicycle Therapeutics with an Outperform rating and $53 price target. Bicycle toxin conjugates appear to have the specificity and efficacy of antibody drug conjugates but with the pharmacokinetic and property benefits of small molecules, Benjamin tells investors in a research note. With three products in the clinic or already in Phase 2, an early, Bicycle Therapeutics shares "represent a unique investment opportunity" and are attractively priced with 50% potential downside in a bear case and 167% potential upside in a bull case, says the analyst.
 
stonedinvestor said:
Hey guess what I just got Affirmed. Someone tried to buy now and pay later on me!
I swear. Got this weird email that my " Apple i phone 12 was being delivered by Courier to my Apt (postmates). This to the man that does not own a cell phone.!

But it was on my wife's card tied to my acct and she was scammed somehow. What is the scam? will the box being delivered contain an i phone 6? Get this I'm in the country! I can't reject it-- we had to call the doorman of our building and say Paul whatever you do do not accept anything from a courier for us!!! How sketchy! I'm just getting my reputation back from the whole bank fiasco!
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Check Point Software Technologies : Microsoft Continues to be Most Imitated Brand for Phishing Attempts in Q1 2021 | Check Point Software
04/20/2021 | 03:14am EDT



".... The report reveals that technology is still the most likely industry to be targeted by brand phishing, followed by shipping. However, banking has replaced retail in the top three industries this quarter, as two banking brands - Wells Fargo and Chase - are now in the top ten list, showing how threat actors are exploiting the surge in digital payments due to the pandemic, and the increased dependency on online banking, shopping and home deliveries, to try and trick users and commit financial fraud."

https://www.marketscreener.com/quot...be-Most-Imitated-Brand-for-Phishing-33010898/
 
Bad news. Cutting workforce after reimbursement issues///

In Europe, reimbursement negotiations in Germany did not result in a price for ZYNTEGLO that reflects the value of this one-time gene therapy with potential life-long benefit for people living with TDT. The price proposed by the German health authorities fails to recognize the severe burden of living with TDT or the innovation and benefit ZYNTEGLO brings to patients who are impacted every day, throughout their lives by this severe genetic disease.
bluebird bio continues with productive negotiations across countries in Europe and we plan to continue to provide updates on the negotiation processes in the second half of 2021.
In response to these and other events and shifts related to the business over the past year, bluebird bio plans to reduce and reshape its workforce, primarily in Europe.


  • Yatra adds 21 new corporate clients during the quarter
    • Yatra Online(NASDAQ:YTRA) announcesadding 21 new noteworthy clients (across various product offerings) to its growing Corporate Customer base in the March 2021 quarter.
    • With its PaaS (Platform as a Service) offering for Large and Medium Enterprises and its Self-Booking Platform for Small and Medium Enterprises, Yatra is addressing the entire corporate travel market in India and expanding its platform to services beyond travel.



    AIRLINES DOWN 9 DAYS STRAIGHT IS TELLING US....
 
Airlines down? Buy Delta... No not tHat Delta..

Delta Apparel to see operating income doubling in FQ2
  • Activewear and Lifestyle apparel provider, Delta Apparel(NYSEMKT:DLA) announces preliminary sales and operating results for FQ2 2021 ended April 3, 2021.
  • Company expects net sales to be ~$108M, +12% Y/Y.
  • Double-digit sales growth in both the Delta Group and Salt Life Group segments, coupled with margin expansion and controlled spending, is expected to give more than double operating income compared to last year quarter.
  • EPS range of $0.58-0.60 compared to $0.19 in the prior year period.
  • "Our Activewear business had an outstanding quarter, led by over 40% growth versus prior year in our FunTees business shipping to major brands and retailers alike. Our DTG2Go digital print business saw a slower start to the quarter but gained momentum as the quarter progressed, with double-digit unit growth in the March period and the launch of several new customers during the month. Consumers continued to seek out the Salt Life brand across all channels with notable performance at our branded retail stores and e-commerce site, which grew over 175% and 40%, respectively, compared to last year. We are entering the season with the largest wholesale order book on record for Salt Life, showing the continued strength of the brand at retail.” comments Robert W. Humphreys, Chairman and CEO.
DLA-$

Dave & Buster’s shares up on guiding Q1 revenue above consensus
  • Dave & Buster's Entertainment(NASDAQ:PLAY) +2.6% premarket, began the first quarter with 107 open stores or ~76% of its total store base and reopened 138 stores or ~98% of store base as of April 18.
  • On the basis of QTD sales of ~$228M and comparable sales of ~38%, the company now expects Q1 sales to be between ~$252M-$257M vs. consensus of $217.27M,
  • Chief Executive Officer Brian Jenkins said, “We have been very pleased with our recently reopened stores in New York and California,
GET THAT HORSE OUT OF THE BARN!-LAZR<------


  • Velodyne Lidar stock slips as BofA emerges bearish on non-auto contract wins
    • BofA initiates coverage of the U.S. lidar suppliers with Velodyne Lidar(NASDAQ:VLDR) rated at Underperform and Luminar Technologies(NASDAQ:LAZR)at Neutral.
    • Aileen Smith says the firm's ratings are "based on the view that lidar is still in a nascent stage of innovation/adoption."
    • The analyst says the lidar sensor companies are "uniquely levered to the industry mega-trend of vehicle autonomy, which should translate into outsized unit, revenue, and earnings growth for these companies over our forecast period versus other automotive players. "
    • But Smith notes that lidar will be one of several sensor solutions for ADAS/AV capabilities, the price/cost will need to come down to increase penetration, and competition in the lidar sensor space is "incredibly fierce."
    • On the ratings front, BofA thinks that Velodyne is lagging Luminar in multi-year contracts for automotive/ADAS/AV series production. Velodyne's growing contracts are in areas outside of the auto space, which concerns the firm.
    • Luminar is viewed as the "emerging leader in next-generation, commercial " lidar that is uniquely levered to autonomous vehicles. But production won't start until the end of next year, providing limited proof points at this time and keeping BofA on the sidelines.

    • Twilio's stellar growth story prompts BofA bullish initiation
      • Citing "the never ending growth story," BofA reinstates Twilio(NYSE:TWLO)with a Buy rating and a $480 price target.
      • Analyst Daniel Bartus says the communications platform as a service company is positioned for sustainable 30%+ revenue growth for 5+ years.
      • The analyst says Twilio's growth profile is supported by increased usage during the digital transformation shift and more mainstream adoption of CPaaS solutions.
      • The strong growth story justifies a premium valuation for Twilio, says Bartus.
      • Twilio shares are down slightly pre-market to $366.02.
 
stonedinvestor said:

  • AIRLINES DOWN 9 DAYS STRAIGHT IS TELLING US....
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