GBA's "2021 Stock Phantasma"

vanzandt said:
Now I'm gonna throw out another potential winner. And its funny because that article you just posted actually mentions them. I have been watching this one for awhile now, I found it while trying to figure out a backdoor on the whole sports betting thing.
https://www.sportradar.com/about-us/our-partners/

Now this SPAC $HZON that dropped on this NFL announcement by $DYMD, I don't think they are even doing a deal with Sportsradar. They just filed their 10K and there was not one mention of this company. They are still on the hunt. They even list the types of potential acquisitions they are looking for.
https://www.sec.gov/Archives/edgar/data/1817071/000110465921044857/tm214066d1_10k.htm

So here's where we're at.
Sportradar is obviously looking for a SPAC to buy it out.
There's only two major companies in the world that do this.
Sportradar is bigger and better.

When they find a SPAC to take them over, that's the one to own.
As it stands now, we have no idea who that might be.
Probably too small for Ackman.
We shall see, but an RSS feed off Twitter that updates on any mention of this company, that would be the way to go.
I mean I may be wrong about HZON not doing a deal, but there was no mention at all in their most recent (3/31) 10K.

If $HZON does in fact get them, then that'll be a good SPAC to own in the sports betting space.
-vz
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Last April.
:sneaky:
 
Hey Van thanks for the head's up on Berkley!

Jesus.

  • Shares of Berkeley Lights (BLI-16.4%) have declined sharply today following ashort reportfrom Scorpion Capital calling the company a "raging dumpster fire."
  • "Revenues are basically flat over the last 4 quarters – a striking fact for a 'growth' stock; losses have doubled and are accelerating; gross and operating margins have tanked, falling sequentially in each period; the CFO and Chief Accounting Officer just fled; and accounts receivable have spiked despite flattening sales – typically an ominous sign that the final meltdown is near," the report says.

  • Scorpion says that the company is facing a looming collapse and has a price target of $0.

  • The research firm says that it interviewed seven former employees and executives of Berkeley Lights, as well as 17 others who are company customers.
Unfortunately i doubled down on this one- will have to see if HF makes me boot it. I will. I need losses badly at this point..
 
vanzandt said:
Last April.
:sneaky:
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I think these guys wound up with Vivid Seats HZAC the same as HZON?

CHICAGO, Aug. 16, 2021 (GLOBE NEWSWIRE) -- Vivid Seats Inc. (“Vivid Seats” or “the Company”), a leading marketplace that utilizes its technology platform to connect millions of fans with thousands of ticket sellers across hundreds of thousands of events each year, announced its proposed public company Board of Directors in its registration statement on Form S-4/A filed with the SEC on August 16, 2021, which is expected to be effective as of the closing of its proposed merger with Horizon Acquisition Corporation (“Horizon”)
 
vanzandt said:
Yeah that was my 400th winner on this thread.
:rolleyes:
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I see there's some jocular nature being made towards my 300 winners. I did not say this thread I said Both threads Ideas For Now and this one.. I counted the 1st thread and it was 170 I believe so I'm pretty darn sure I can come up with 300 and if I do it will be the most annoying post you EVER read! :)
 
we can't have two separate threads going!! this thing is confusing enough to follow without two divergent threads going on
 
stonedinvestor said:
Hey Van thanks for the head's up on Berkley!

Jesus.

  • Shares of Berkeley Lights (BLI-16.4%) have declined sharply today following ashort reportfrom Scorpion Capital calling the company a "raging dumpster fire."
  • "Revenues are basically flat over the last 4 quarters – a striking fact for a 'growth' stock; losses have doubled and are accelerating; gross and operating margins have tanked, falling sequentially in each period; the CFO and Chief Accounting Officer just fled; and accounts receivable have spiked despite flattening sales – typically an ominous sign that the final meltdown is near," the report says.

  • Scorpion says that the company is facing a looming collapse and has a price target of $0.

  • The research firm says that it interviewed seven former employees and executives of Berkeley Lights, as well as 17 others who are company customers.
Unfortunately i doubled down on this one- will have to see if HF makes me boot it. I will. I need losses badly at this point..
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Yeah I saw that earlier. I didn't want to rub that one in because I know you really believed in it. The Slinger is one thing, its fun to tease you about, but I'm sure this one stung a little. That's why I'm so cautious on the bio's.

Watch C3-AI though. Any major correction in tech, and that'll be a good one to get.

Evolve needs to up their PR campaign a bit. We'll give it a little more time.

POWW is down, but that one does not worry me at all. Buy more. It's gonna be hunting season soon and I have a feeling it'll be a banner year for these guys. When is the new factory done?

Some guy wrote an article about Canopy last weekend, said it'll be a couple years before they... blah blah blah.... whatever. It pushed the stock down though. Constellation Brands invested $4B in the thing, unless they've changed their mind, I think the thing has bottomed here in the $14's. I guess we should read their latest quarterly (STZ). If they start selling, that would not be good.

An interesting tidbit, STZ presented at some Barclays Global Consumer conference on 9/8 where they covered their growth strategies going forward, the stock jumped from $209 to $217 that day. $218.50 today. Problem is, CGC on 9/8 dropped 7% on big volume, and it has been dropping since.
Things that make ya go hmmmm.
Hmmmm.

Copart managed to take out its all time high intraday today. Closed just off. Solid company. Nailed that one to a tee.

That Zoom Info ($ZI)... keeps creeping up, but as @CET pointed out, man there are a LOT of insider sales. More filed today, COO dumped $14M worth. Doesn't seem to hurt the stock though, and there doesn't appear to be a high short interest keeping it propped up, plenty of shares available to short. Soooo... hmmmmm. Who knows. I have a feeling this one is gonna get more volatile. Proceed with caution. (It's not cyber-security Stoney, its AI/ML stuff for enterprise sales.)

Coupang... We'll say its done dropping for now, but buy gingerly. A big market correction will send it to $27.50


Here Stoney... run these down and see what's up.
Insider buys filed today:
BTRS.... CEO bought $1.8M
RILY... Director bought $910K
MMLP.... Director $480K
SXT.... 10% owner bought $2.4M
BANF... EVP bought $490K

janes said:
we can't have two separate threads going!! this thing is confusing enough to follow without two divergent threads going on
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Yeah... maybe I'll take Stoney out of time-out now that he's learning a little humility... AND he acknowledges that I am more than "a distant second" in the stock-savanting category. Equal. Period. And I'm exercising humility there. :cool:
 
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Oh, and lets not forget Boyd Gaming.
$BYD
That's the best casino stock out there atm, they're gonna smash earnings.
$72 is on the way. Its consolidated long enough.
Plus... I got a (rare) thumbs-up on it earlier today from Scat, and he's a TA guru.
It closed at $59.59 and I see its up in the AH's. One transaction but 2K shares at $60.54.
I'd imagine they'll report in late Oct.
Like anything else though, a big Covid correction will send it back.
 
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