GBA's "2021 Stock Phantasma"

janes said:
it was me! omg this stock... before i left today i didn't feel great about it, so i put in a sell limit so that if it dropped i'd still get out with a small profit, and so looks like i was out at 9.61. would have been nice to be out this morning at 10.40, but at least i got something. elms is a bit wild.
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I knew it! There was like a split second I worried.... GREAT JOB!!!! That's what you do when you get a meh PR release you ride that wave and surf on out.

Speaking of SURF No I did not call them but I sold out and took the loss. Made a classic mistake in bio investing getting caught up in actual profits... never do that it's always better on the come....
 
I want to revisit the Ammo trade POWW. NBC just sent the ammo shortage story main stream. Did a story about Sheriffs being told to order two year in advance. How can POW's business not be through the roof. Why no extra assembly lines... is some part missing is this logistics? I don't think so I think so many people bought guns when Trump tried his little I'm staying trick. Supply/ demnad ammo (in general) is going fro $300 a box double>>>>

AMMO, Inc. (POWW)

$7.27+0.01 (+0.14%)
 
America Needs Bullets. How can we keep killing ourselves without them?

I know it may seem against our ESG policies... to bless an Ammo manufacturer but bullets don't kill people guns do.

When an honest hard working hillbilly wants to go to the range he takes out is AR -15 and rakes maybe 500 rounds into the berm. Question why can't bullet be collected and re melted and formulated into new bullets. Why no Bullet recycling!!!

Q: How is gun violence going way up with a lack of bullets?

Apparently a box of ammo now costs $300. That's a 100% mark up but you can't even find ammo in any of the usual places...

There is a company that we almost bought into twenty pages back.. and I wish I could remember why we chose not to.. But I can't. The name could not be better AMMO. The symbol needs some work: POWW. Yea I get it Ka-Boom. Did someone already have AMMO? So much better.

At first this was one of those not known about events that I caught a whiff of on public Radio of all places but last night I was watching that weird guys show on CNBC-- he came over from Fox-- Terrible reporter... awful show... they did a piece on the ammo shortage and so now I assume the story will go mainstream and everyone soon will know that if you are going to murder someone get close and use only one bullet.

Our Research will look for recycling plays for bullets.
New plastic practice bullets prople could target practice with without using a real one.

And most importantly which company with ties to law enforcement will prosper and hopefully add production.

Is there any element missing in our supply chain adding to this-- Gunpowder?

Ladies & Gentleman This idea will be the last for this amazing thread. I wanted to end around the end of the Olympics and I wanted to give XAIR time to have their earnings report and talk about the future abit...

But this Beautiful Idea I think should do it.

SCOTTSDALE, Ariz., Aug. 05, 2021 (GLOBE NEWSWIRE) --AMMO, Inc. (Nasdaq: POWW, POWWP) (“AMMO” or the “Company”), a premier American ammunition and munition components manufacturer and technology leader, announced today that it will release financial results for its fiscal first quarter 2022 ended June 30, 2021, after the stock market closes on Monday, August 16, 2021.<------ THAT WEEK WE SHUT THIS DOWN!
 
July 15-- Stk is $7.70

AMMO, Inc. Announces $51 Million Revenue Projection for Fiscal Second Quarter 2022

SCOTTSDALE, AZ, July 15, 2021 (GLOBE NEWSWIRE) --AMMO, Inc. (Nasdaq: POWW & POWWP) (“AMMO” or the “Company”), a leading vertically integrated producer of high-performance ammunition and components and operator of GunBroker.com, the largest online marketplace serving the firearms and shooting sports industries today announced that it anticipates reporting revenue of at least $51 million for its fiscal second quarter ending September 30, 2021, a year-over-year increase of more than 400%.

“Our improved outlook reflects strong demand across our entire portfolio of high-performance products and continued momentum in the GunBroker.com business we recently acquired,” said Fred Wagenhals, AMMO’s Chairman & CEO. “We continue to execute well against our growth strategy, expanding capacity and making progress on the GunBroker.com integration.”

Was nobody listening... I guess we were this is when I probably picked up the idea.

Who Are The Players?

(Got any ammo? Only 28 gauge - Bottom shelf 6 boxes

"How can we profit from this? "

Obvious choices would be Smith & Wesson (SWBI), Vista Outdoors (VSTO) (with its$1+ billion of backlog of ammo orders) or Olin Corporation (OLN).

.....Or AMMO!

Ammo Production Expansion
AMMO Munitions -They are expanding in a large way for a small company. The Co announced a major expansion by constructing a $12 million dollar munitions factory.

AMMO's current plans call for constructing a best-in-class $12 million (est.), 160,000 sq. ft. facility on the site to be fully operational in the Summer of 2022."<-- What of this Updates!
and why 2022 RUSH THIS NOW!!!!!!!!!

"AMMO's newly minted cutting-edge facility will support the Company's plan to exponentially expand its manufacturing base of operations in the heart of the US, ensuring it is best positioned from a facilities and location perspective to serve the entire US and its overseas customer base. AMMO anticipates opening the new plant with approximately 150 employees.

It's a bit of common sense but if management is worth it's weight, they will have accelerated this time frame.

Is the new plant something they might talk about at earnings that gets people more excited than the numbers which are great!



Source: Company Presentation, March 2021
 
2017

Shooting for an ammunition recycling solution

A Massachusetts recycling firm and university have collaborated to build a prototype bullet recycling system.


July 3, 2017

The military, police departments, gun stores and firearms and ammunition makers often deal with the problem of having unwanted or expired bullets on hand, according to David Spiegelman of Norwood, Massachusetts-based User-Friendly Recycling LLC.

Among the last things established recycling companies want to have on hand (or in any way commingled with other materials), however, is live ammunition.

The dilemma has spurred Spiegelman and researchers at the University of Massachusetts-Dartmouth’s Center for Innovation and Entrepreneurship (CIE) to build prototype devices designed to safely convert unspent bullets into recyclable metal powder and inactive gunpowder, which can be used for its chemical properties.




Spiegelman says he first encountered the problem when handling materials from a property foreclosure that included live ammunition. “I couldn’t find a resource to get rid of it; no one wanted to pick it up,” says Spiegelman, who adds that he ultimately was able to convince the reluctant local police department to accept the bullets.


Subsequently, Spiegelman found that police departments were among a larger constituency that had few or no avenues through which to dispose of or recycle live ammunition. He then turned to the CIE and its staff of researchers, including Chen-Lu Yang and Tobias Stapleton, each of whom holds a Ph.D. degree.

“We see it as a market opportunity,” says Stapleton of the prototype that the CIE eventually created. “The process developed renders the bullets inert and then separates them into components parts, including recyclable copper and [inert] gunpowder that can be used in the fertilizer market.”

The patented recycling system involves a tumbler that contains a chemical solution. Stapleton says they are striving to use a solution that is so mildly caustic that, after being used and after “a little bit of treatment,” it is suitable to be drained into the municipal sewer system.

The most recent prototype can handle 20 pounds of ammunition per cycle, but Stapleton and Spiegelman say they believe the process can be ramped up to a larger scale if the market is sufficient.

Spiegelman says the prospect list for the system includes firms that specialize in handling special and hazardous wastes; state or regional law enforcement consortiums, scrap recyclers and ammunition and firearms firms that can use the devices on-site.
 
VISTA Pluses and minuses ) )

Of all the publicly-traded ammo stocks,Vista Outdoor Inc(NYSE:VSTO) has the most diverse offerings for shooters. Under the VSTO umbrella, several brands of ammunition are sold, including Federal Premium, Alliant Powder, RCBS, CCI, Fusion, Speer Ammo, Speer Bullets, Estate Cartridge and Blazer. Blazer, in particular, is popular with shooters because of its cheaper aluminum casing.

(Speer makes plastic training bullets)<------

What's interesting about VSTO is that the company was formed as a spin-off of Orbital ATK Inc (NYSE:OA). Furthermore, OA is a specialist in the 5.56x45mmammo caliber, which is chambered by many AR15 rifles.<--- Not our favorite.

Sturm, Ruger & Company, Inc. (RGR)
NYSE - NYSE Delayed Price. Currency in USD

$81.18+0.87 (+1.08%)
At close: August 6

Very powerful name in the space. $699 mil rev.

AMMO (POWW) $58 mil.

Just back of the envelope... if new production facility could double sales or triple... Lets say AMMO gets to $150 mil in sales <---- I think that's doable. What is the stk worth? Take Sturms sales from 700 to 350 and take the stk to $40 and then half it again...

Around $20 is my best guess. ~si
 
Stoney!!!!
You're funny lol.

Go with the best of breed.
VSTO.

They make money, Minnesota company (always a plus), rock solid balance sheet... diversified in other outdoor type activities.
Remington, Federal, a bunch of others.

Here.... https://vistaoutdoor.com/brands/
Plenty of ammo Stoney. Free shipping. They even require a minimum order. I don't think that would be the case if there was a shortage. Offering rebates too https://www.ammoboard.com/handgun-a...ged-steel-casings-win9s-115-gr-fmj-50-rounds/

I looked at POWW.
They reported on June 30
Stock gave back the pop.
 
stonedinvestor said:
VISTA Pluses and minuses ) )

Of all the publicly-traded ammo stocks,Vista Outdoor Inc(NYSE:VSTO) has the most diverse offerings for shooters. Under the VSTO umbrella, several brands of ammunition are sold, including Federal Premium, Alliant Powder, RCBS, CCI, Fusion, Speer Ammo, Speer Bullets, Estate Cartridge and Blazer. Blazer, in particular, is popular with shooters because of its cheaper aluminum casing.

(Speer makes plastic training bullets)<------

What's interesting about VSTO is that the company was formed as a spin-off of Orbital ATK Inc (NYSE:OA). Furthermore, OA is a specialist in the 5.56x45mmammo caliber, which is chambered by many AR15 rifles.<--- Not our favorite.

Sturm, Ruger & Company, Inc. (RGR)
NYSE - NYSE Delayed Price. Currency in USD

$81.18+0.87 (+1.08%)
At close: August 6

Very powerful name in the space. $699 mil rev.

AMMO (POWW) $58 mil.

Just back of the envelope... if new production facility could double sales or triple... Lets say AMMO gets to $150 mil in sales <---- I think that's doable. What is the stk worth? Take Sturms sales from 700 to 350 and take the stk to $40 and then half it again...

Around $20 is my best guess. ~si
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Oops!
I was typing that at the same time you were.


Ok here's the deal Stoney.... ordinarily I like to pick your ideas apart. Most are pretty easy. Some I don't even bother with... IE The Slinger. :D

BUT.... wait for it, I saved the best for last.... I did look into POWW....

Two thumbs up from Yulia.
I like their management, I like their books, I like their acquisition of Gunbroker.com. I like their new 160,000 sqf facility... I like it all.

Buy Buy Buy!

Did I mention their addition to the Russell 2000?

BUY BUY BUY!!!!!!!!!!!!!!!!!!!!!!!
 
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