GBA's "2021 Stock Phantasma"
- Thread starter stonedinvestor
- Start date
I asked this question to the assembled readers once before Who Has Had The Vaccine... Now I ask who has given their kid the vaccine? My guy is 17 and we are thinking very strongly about it. My only double thought now is why only Pfizer? Why have all the tests been on Pfizer? Is Moderna too strong? I would say so. It felt that way I wouldn't want my kid getting those side effects they were pretty harsh for a couple days... But they work of a similar mechanism and I wonder if there is a need for a second Pfizer shot with a teenager./
How can they tell how much a truck weighs from a camera? Ground clearance?
(I know I'm asking the wrong person here)
I'm going to guess ground clearance is a big part of it.
Van is it true what they say happens after you log 10,000 posts here at ET-?
Baron arranges a lap dance with Nasstassia's cousins. And no, not Yulia.
Further unlock on REKR--
I sense a pull and tug within the company--they have a nice tolling business that is growing but their aspirations are really on the ReKor One-
We ultimately see Rekor One as the heart of the network that includes solar-power and stations, using advanced communications to assist with perimeter traffic and fleet management, permit issuance and usage hazardous waste enforcement and even improvement in the forest fire monitoring. With Rekor One we’ve enabled our customers to unlock the many possibilities that full vehicle signature is prepared from your license plate reading can provide.
...And even our government affairs group in our discussions with the folks that we work with on the hill, say that you know the administration is keen on it as well. I mean they think that providing maybe resources or helping you know larger cities and municipalities use technology to reduce the number of traffic stops for ministerial violations is a good thing, right. So it has to end up there, just logic, right, it just has to; I mean it doesn’t make any sense. So that's what you know we believe.
I said many times over that if Rekor could add a state in 2021, that that would make us happy and that is you know a still a very definite possibility.
Everybody is trying to figure out what these legislators are doing and what the states are doing, but it's just going to move forward the way it moves forward and sometimes it takes a turn and a twist, but I still believe we'll get there with the state this year, and maybe even more than one, so we’ll see. I mean, the year is far from over.
I sense a pull and tug within the company--they have a nice tolling business that is growing but their aspirations are really on the ReKor One-
We ultimately see Rekor One as the heart of the network that includes solar-power and stations, using advanced communications to assist with perimeter traffic and fleet management, permit issuance and usage hazardous waste enforcement and even improvement in the forest fire monitoring. With Rekor One we’ve enabled our customers to unlock the many possibilities that full vehicle signature is prepared from your license plate reading can provide.
...And even our government affairs group in our discussions with the folks that we work with on the hill, say that you know the administration is keen on it as well. I mean they think that providing maybe resources or helping you know larger cities and municipalities use technology to reduce the number of traffic stops for ministerial violations is a good thing, right. So it has to end up there, just logic, right, it just has to; I mean it doesn’t make any sense. So that's what you know we believe.
I said many times over that if Rekor could add a state in 2021, that that would make us happy and that is you know a still a very definite possibility.
Everybody is trying to figure out what these legislators are doing and what the states are doing, but it's just going to move forward the way it moves forward and sometimes it takes a turn and a twist, but I still believe we'll get there with the state this year, and maybe even more than one, so we’ll see. I mean, the year is far from over.
You're good Van you stole one of my punch lines!
Huge privacy concerns here, I think many state legislatures are on the fence.
How many patents does this company have? I don't feel like looking. That was the thing about Vuzi, they have tons of patents. If this is just a bunch of high powered cameras running some in-house algorithm, the barriers to entry by the big players is nil. If they own a bunch of patents, maybe they'll get bought out by the likes of Motorola or someone. Motorola is into all that stuff. Plus there's a few European players too. I don't think this groundbreaking tech at this point. China has been doing it for 15 years at least.
This Porch.com has interested me since it came out--
Porch(NASDAQ:PRCH)has a distinctive B2B2C business model. It provides software (i.e., CRM/ERP) to home service companies, mainly home inspection and moving companies. These companies can pay PRCH with SaaS fees or customer access. If the servicing company pays via a transaction, PRCH gains exclusive, early access to homebuyers - around six weeks before other companies.
Other companies learn of homebuyers post-move when information becomes public, but it's too late to pitch for purchases. PRCH's software with transaction revenues is similar to other vertical software providers like OpenTable and MindBody. However, it has a much bigger addressable market, i.e., home services.
On average, 71% of movers make big-ticket purchase decisions, pre-move and during the move. PRCH acts as a white-glove concierge service across the vertical home services. They provide some of these services themselves, while in other cases serving as a platform for others to do so but charge recurring commissions or upfront bounty. Some of these services include:
Source:Company Presentation
Already-Extensive Access to Homebuyers and Appealing Unit Economics
PRCH currently provides its software products to around 11,000 companies, ranging from home inspectors to real estate agents. Among all these segments, home inspectors remain the most extensive customer base (5,500+ companies). The company estimates that nearly 2/3 of all US homebuyers are processed through its software. Given their transaction pricing model, approximately 25% of all US homebuyers are permitted by different home service companies. Around 41% of home inspection companies pay through their unique transaction pricing.
Source:Company Presentation
PRCH can charge $4 for SaaS service per transaction via PRCH Software. Alternatively, the service provider can give them access to customers, which is six times more valuable. Company estimates via customer access can generate around $25 per customer presented the potential revenue opportunities.
Porch(NASDAQ:PRCH)has a distinctive B2B2C business model. It provides software (i.e., CRM/ERP) to home service companies, mainly home inspection and moving companies. These companies can pay PRCH with SaaS fees or customer access. If the servicing company pays via a transaction, PRCH gains exclusive, early access to homebuyers - around six weeks before other companies.
Other companies learn of homebuyers post-move when information becomes public, but it's too late to pitch for purchases. PRCH's software with transaction revenues is similar to other vertical software providers like OpenTable and MindBody. However, it has a much bigger addressable market, i.e., home services.
On average, 71% of movers make big-ticket purchase decisions, pre-move and during the move. PRCH acts as a white-glove concierge service across the vertical home services. They provide some of these services themselves, while in other cases serving as a platform for others to do so but charge recurring commissions or upfront bounty. Some of these services include:
- Insurance
- Moving
- Home Security
- TV/Internet Setup
- Utility Setup
- Maintenance
- Home Improvement
Source:Company Presentation
Already-Extensive Access to Homebuyers and Appealing Unit Economics
PRCH currently provides its software products to around 11,000 companies, ranging from home inspectors to real estate agents. Among all these segments, home inspectors remain the most extensive customer base (5,500+ companies). The company estimates that nearly 2/3 of all US homebuyers are processed through its software. Given their transaction pricing model, approximately 25% of all US homebuyers are permitted by different home service companies. Around 41% of home inspection companies pay through their unique transaction pricing.
Source:Company Presentation
PRCH can charge $4 for SaaS service per transaction via PRCH Software. Alternatively, the service provider can give them access to customers, which is six times more valuable. Company estimates via customer access can generate around $25 per customer presented the potential revenue opportunities.
That was good for $4 (6%) overnight to our loyal readers Stoney.