Ideas For Now-

[stonedinvestor]

Nice Contract)

Aehr Test Systems receives $4.3M order for initial FOX-XP test cell 07:31 AEHR Aehr Test Systems announced it has received an initial $4.3M order from a new customer that is a supplier of sensors to a major mobile device manufacturer consisting of a FOX-XP production test and burn-in system, a set of DiePak Carriers, and a FOX Automated DiePak loader / unloader for a new high-volume application for production test and burn-in of mobile sensors. Shipment of the initial test cell is expected during Aehr's fiscal third quarter ending February 2021. Aehr expects follow-on capacity orders from this customer later in the current fiscal year for additional test systems, DiePaks, and DiePak loaders.

 

[vanzandt]

I guess that SPAC ($LAZR) is already trading pre-market. Its at $23.
Tough call. It might just run though. 700K shares already.
Buy 100 shares Stoney. Wait till about 9:20 EST though. See where its at then.

 

[stonedinvestor]

Biotech is always a tricky bet. One thing that I did in creating the Ideas for Now Portfolio was put two Biotech stocks in there that I felt would be 2021 stories. It's somewhat dangerous to have sleeping biotechs in your portfolios because they can run across a competitor or they can file for share offerings there are many ways to lose in Biotech as Van has pointed out. That creates fear and fear creates opportunity.

IS IT TIME FOR VAN TO GET ON HIS BICYCLE? (BCYC)

I can be off by one entire year! As I was with the Crisper stocks but I feel next year is the year
for Bicycles Therapeutics-- $20.67 <--- Cheap!

Bicycle Therapeutics assumed with a Buy at H.C. Wainwright 06:08 BCYC H.C. Wainwright analyst Swayampakula Ramakanth assumed coverage of Bicycle Therapeutics with a Buy rating and $28 price target. The analyst sees potential for the company to have a first-in-class versatile bicycle toxin conjugate platform. Ramakanth also sees a positive outlook for its bicycle tumor-targeted immune cell agonists.

Ok-- First off is an analyst comes to me with the name Swayampakula and says buy this stock I'm buyng that stock!!!

Bicycle Therapeutics (NASDAQ: BCYC) is a clinical-stage biopharmaceutical company developing a novel class of medicines, referred to asBicycles®, <-----
for diseases that are underserved by existing therapeutics.Bicyclesare fully synthetic short peptides constrained with small molecule scaffolds to form two loops that stabilize their structural geometry. This constraint facilitates target binding with high affinity and selectivity, makingBicyclesattractive candidates for drug development. Bicycle’s lead product candidate, BT1718, aBicycleToxin Conjugate (BTC) that targets MT1-MMP, is being investigated in an ongoing Phase I/IIa clinical trial in collaboration with the Centre for Drug Development of Cancer Research UK.
Bicycle is also evaluating BT5528, a second-generation BTC targeting EphA2, in a Company-sponsored Phase I/II study. BT8009 is a BTC targeting Nectin-4, a well-validated tumor antigen, and is also currently being evaluated a Company-sponsored Phase I/II trial. Bicycle is headquartered in Cambridge, UK with many key functions and members of its leadership team located in Lexington, MA.

 

[stonedinvestor]

One of the cool things about BCYC is that the founder is a Sir... and he won the Noble Prize!

Bicycle Therapeutics’ Founder Sir Gregory Winter Awarded Nobel Prize in Chemistry
CAMBRIDGE, U.K. and BOSTON, Mass., October 3, 2018 – Bicycle Therapeutics, a biotechnology company pioneering a new class of therapeutics based on its proprietary bicyclic peptide (Bicycle®) product platform, today announced that its founder and Board member, Sir Gregory Winter, has been awarded the Nobel Prize in chemistry for his work in developing phage display for the directed evolution of antibodies and peptides to produce new medicines.

 

[stonedinvestor]

Gummy Of The Day-
KushCo Holdings, Inc. (KSHB)

0.9510+0.1335 (+16.33%)<-----------
At close: December 2 3:59PM EST

 

[stonedinvestor]

I guess that SPAC ($LAZR) is already trading pre-market. Its at $23.
Tough call. It might just run though. 700K shares already.
Buy 100 shares Stoney. Wait till about 9:20 EST though. See where its at then.

Lazard? That's a yield play and I used to love it!

LAZR is not coming up-- The SPAC to own is LCA.. (Golden Nugget)

 

[stonedinvestor]

What do you think of HydroFarm IPO?

Management is headed by Chairman and CEO Bill Toler, who has been with the firm since 2019 and was previously CEO of Hostess Brands (TWNK) and has more than 35 years experience in the supply chain management and CPG business.

Below is a brief overview video of a high-tech vertical farming operation:

Source: Bloomberg Quicktake

The company’s primary offerings include:

• Lighting
• Equipment
• Grow Media
• Nutrients
• Supplies

The graphic below shows examples of the above categories:

Hydrofarm has received at least $182 million from investors.

The company markets its products primarily through its eCommerce marketplace.

Hydrofarm sells more than 80% of its products to specialty hydroponic retailers, with the remaining sales through a smattering of gardening equipment and supply locations such as garden centers, hardware stores, commercial greenhouse builders and commercial resellers

Selling, G&A expenses as a percentage of total revenue have been dropping as revenues have increased.

The Selling, G&A efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Selling, G&A spend, quadrupled to 2.0x in the most recent reporting period.

According to a 2018 marketresearch reportby Grand View Research, the global market for vertical farming was an estimated $2.5 billion in 2018 and is expected to reach $9.7 billion by 2025.

This represents a forecast very strong CAGR of 21.3% from 2019 to 2025.

The main drivers for this expected growth are a growing adoption by consumers of fruits and vegetables that are produced in an environmentally friendly manner as well as the strong growth of population in large urban centers.

Also, indoor farming can produce crops throughout the year, protecting crops from extreme weather.

Below is a chart showing the historical and projected future growth rate of various aspects of the vertical farming market in Canada:

Major competitive or other industry participants include:

• Scotts-Miracle Gro
• National wholesale distributors
• Small regional competitors

Hydrofarm’s recent financial results can be summarized as follows:

• Growing topline revenue, at an accelerating rate
• Increasing gross profit and gross margin
• A swing to operating profit and net income
• Uneven cash used in operations

Below are relevant financial results derived from the firm’s registration statement:

Source: Company registration statement

As of September 30, 2020, Hydrofarm had $32.9 million in cash and $181.3 million in total liabilities.

Free cash flow during the twelve months ended September 30, 2020, was negative ($33.5 million).

 

[stonedinvestor]

I have a very painful and scary day ahead of me-- a trip to the dentist. In Covid this can be terrifying. save the tooth, any tooth... just a common cavity please... oh please. I have bad luck with the teeth. It's genetic & the Mexican Cokes.

VAn Today is your last chance to buy Carparts.com. I've given you several chances.

I'M MAKING PRTS OUR 2ND GUMMY OF HE DAY! ---

and you know what that means it's only a matter of time now before our green legged traders with the cocky hats and the feathers get a whiff--because they have been hacking gummies!!!

Look at 12 noon yesterday on that chart... was that me again? No. Someone bigger. The word is getting out.

Back a the close I hope.

 

[vanzandt]

What do you think of HydroFarm IPO?

Management is headed by Chairman and CEO Bill Toler, who has been with the firm since 2019 and was previously CEO of Hostess Brands (TWNK) and has more than 35 years experience in the supply chain management and CPG business.

Below is a brief overview video of a high-tech vertical farming operation:

Source: Bloomberg Quicktake

The company’s primary offerings include:

• Lighting
• Equipment
• Grow Media
• Nutrients
• Supplies

The graphic below shows examples of the above categories:

Hydrofarm has received at least $182 million from investors.

The company markets its products primarily through its eCommerce marketplace.

Hydrofarm sells more than 80% of its products to specialty hydroponic retailers, with the remaining sales through a smattering of gardening equipment and supply locations such as garden centers, hardware stores, commercial greenhouse builders and commercial resellers

Selling, G&A expenses as a percentage of total revenue have been dropping as revenues have increased.

The Selling, G&A efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Selling, G&A spend, quadrupled to 2.0x in the most recent reporting period.

According to a 2018 marketresearch reportby Grand View Research, the global market for vertical farming was an estimated $2.5 billion in 2018 and is expected to reach $9.7 billion by 2025.

This represents a forecast very strong CAGR of 21.3% from 2019 to 2025.

The main drivers for this expected growth are a growing adoption by consumers of fruits and vegetables that are produced in an environmentally friendly manner as well as the strong growth of population in large urban centers.

Also, indoor farming can produce crops throughout the year, protecting crops from extreme weather.

Below is a chart showing the historical and projected future growth rate of various aspects of the vertical farming market in Canada:

Major competitive or other industry participants include:

• Scotts-Miracle Gro
• National wholesale distributors
• Small regional competitors

Hydrofarm’s recent financial results can be summarized as follows:

• Growing topline revenue, at an accelerating rate
• Increasing gross profit and gross margin
• A swing to operating profit and net income
• Uneven cash used in operations

Below are relevant financial results derived from the firm’s registration statement:

Source: Company registration statement

As of September 30, 2020, Hydrofarm had $32.9 million in cash and $181.3 million in total liabilities.

Free cash flow during the twelve months ended September 30, 2020, was negative ($33.5 million).

Sounds good, I'll have to look though.
Competition for GrowGen it sounds like.


Here's LAZR:

The Funded: Luminar ready for Wall Street debut on Thursday




By Cromwell Schubarth
TechFlash Editor, Silicon Valley Business Journal
Dec 2, 2020, 12:21pm PST
Updated Dec 2, 2020, 1:51pm PST
Lidar unicorn Luminar Technologies Inc. is set to make its debut as a public company on Thursday after its merger with Beverly Hills-based Gores Metropoulos was approved.

The Palo Alto company led by founder and CEO Austin Russell is slated to get $406 million in cash from the "blank check" company and another $184 million from existing investors, who include venture capitalist Peter Thiel, Volvo and GoPro Inc. founder Nick Woodman.


A video interview I did with Russell and Alec Gores of Gores Metropoulos can be seen during Thursday's Upstart Tech Trends 2021 virtual conference. Read more.

Luminar is the third Bay Area autotech company to go public this year in a merger with a special purpose acquisition company, following a pair of San Jose companies — Velodyne Lidar Inc. (NASDAQ:VLDR) at the end of September and battery innovator QuantumScape Corp. (NYSE:QS) on Friday.

Two more autotechs — Mountain View lidar unicorn Aeva Inc. and Campbell-based EV charging network business ChargePoint Inc. — have announced plans to merge with SPACs early in the new year.

Luminar will trade on Nasdaq with the ticker symbol LAZR.

 

[Arnie]

This SPAC coming out today, its going to get a lot of action.

$LAZR

Have we talked about LIDAR here stoney?
This company, Luminar, has a lock on autonomous vehicles, or so they say. Elon doesn't like LIDAR.

VNE same industry. Daily chart looks good

Veoneer, Inc. engages in the design, development, manufacture, and sale of automotive safety electronics. It operates in two segments, Electronics and Brake Systems. It offers automotive radars, mono-and stereo-vision cameras, night driving assist systems, positioning systems, advanced driver assist systems (ADAS), electronic control units, airbag control units and crash sensors, brake control systems, and ADAS software for highly automated driving (HAD) and autonomous driving (AD). The company also provides driver monitoring systems, LiDAR sensors, RoadScape positioning, and other technologies critical for HAD and AD solutions. Veoneer, Inc. was incorporated in 2017 and is headquartered in Stockholm, Sweden.

Edit: Lots of shorts