Ideas For Now-

Special Guest Analyst!


Gilles De Roo

Summary
The current value of the streetwear and sneaker resale market is north of $6B worldwide.

Shoe authentication started on October 25th for the most exclusive shoes, but will have a wide rollout by early 2021.

eBay will bring back growth by taking market share from StockX and Goat.

Thesis
eBay (EBAY) launched its shoe authentication service the week of October 25th. It is a massive move into the sneaker space. Up until now, StockX and Goat were the main pillars of the high-end sneaker market. The number one concern for sneaker buyers is authenticity. Both StockX and Goat have been offering shoe authentication for years which has allowed them to reach billion-dollar market caps. StockX raised $110 million in a C-round valuing them at $1B in the summer of 2019. Just this September, Goat raised $100 million at a valuation of $1.75B. The sneaker market is on fire and eBay is here to conquer. eBay launched their no-fee program on shoes with a value over $100 in the beginning of 2020 as a first step into this market. The company tipped its toes in the water and is now ready to fully dive in. Their new shoe authentication program combined with no fees on valuable sneakers will put StockX and Goat in a very difficult position. With $3.66B in cash and short-term investments as of Q3 2020, eBay can afford to take a temporary loss on the service to gain tremendous market share and loyalty. It is an Amazon-style move that will drive revenue growth while crushing competitors. At the current P/E ratio of 15X and P/S of 3X, investors looking to long eBay and follow this play are getting a fairly low-risk, high-reward opportunity.
 
stonedinvestor said:
What we do now---

A- production being increased-
CureVac expects to increase manufacturing capacities for CVnCoV 11/17 CVAC CureVac announced that it is accelerating the expansion of its manufacturing network to deliver pandemic-scale volumes of its COVID-19 vaccine candidate, CVnCoV. Preparations for the start of production and required technology transfers are underway. CureVac aims to build a broad and integrated European vaccine manufacturing network with experienced CDMO partners for each of the manufacturing steps for CVnCoV. With this strategy, the company is expecting to significantly increase its existing manufacturing capacities for CVnCoV to up to 300M doses in 2021 and up to 600M doses in 2022, while managing potential supply chain risks. An additional large-scale production facility supported by the European Investment Bank at CureVac's headquarters in Tubingen is currently in development.

B- No need for special refrigeration.
CureVac announces CVnCoV remained stable for three months refrigerated 11/12 CVAC CureVac announced that its mRNA-based COVID-19 vaccine candidate, CVnCoV, remained stable and within defined specifications for at least three months when stored at a standard refrigerator temperature of +5 C, or +41 F, and up to 24 hours as ready-to-use vaccine when stored at room temperature. Storage of sample material, as well as analytical testing of CVnCoV was performed under standard conditions defined by the International Council for Harmonisation of Technical Requirements for Pharmaceuticals for Human Use. Stability of the liquid drug product of CVnCoV was tested at the anticipated storage concentration and stored at +5 C, or +41 , as well as below -60 C, or -76 F. CVnCoV fulfilled all set release specifications at both temperatures after three months. The stability study is ongoing with the goal to further evaluate the potential for a longer commercial product shelf-life.

This will be a vaccine for all the people. It will be cheaper than Moderna's, this company is very tuned in to the realities of the world.

Since it's already up $20 from where I fond it take a small position of 100 shares, I think you will be rewarded.
More...

Great call Stoney.

stonedinvestor said:
STRONG CLOSE FOR CUREVAC--

CureVac N.V. (CVAC)
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
$105.17+19.17 (+22.29%)
https://finance.yahoo.com/chart/CVAC?studies=Visitor Trend&ncid=qspvitre_wddhddl5q00
More...

Nasstassia is giving me a mean look for not listening to the head GBA

I knoooow. ... I'm just leery of biotechs stoney.... old habits are hard to break. I've seen waaay too many lose 70%+ overnight, and I don't understand molecular biology enough to throw my money into something I have zero clue about.
 
Last edited:
How Do You Feel About Bitcoin? I have the same views on Bitcoin that you have on biotech.. but this stk is interesting--

Bitcoin-exposed MicroStrategy stock surges 19% as crypto recovers from holiday slump
Nov. 30, 2020 12:12 PM ETMicroStrategy Incorporated (MSTR)
  • MicroStrategy (NASDAQ:MSTR) shares surge 19% to $323.31 after Bitcoin recovered from its Thanksgiving plunge, pushing back over the $19K mark.
  • In September, software company MicroStrategy adopted bitcoin as its primary treasury reserve asset.
  • In Q3, the company invested $425M to buy 38,250 bitcoins, which had a market value of over $700M as of last week.
  • Last week, short-seller Citron Research said there is "no better way to play bitcoin" than MicroStrategy.
 
You must log in or register to reply here.
Back
Top