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XFund: see it - thx.
Your welcome Catty ! Yes they have been buying Velo every week for the last 2 months ! you probably are missing it.
Here is the last time they purchased which was only 3 days ago !
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Trade Notification for 11/23/2021
ARK offers fully transparent Exchange Traded Funds ("ETFs") and provides investors with trade information for all actively managed ETFs. This email only reflects portfolio adjustments made by the ARK investment team. Files of trades are not comprehensive lists of a day's trades for the ARK ETFs and exclude initial/secondary public offering transactions and ETF Creation/Redemption Unit activity. Complete holding files are posted daily on ark-funds.com.
ARKK view fund page 11/23/2021
Direction Ticker Company Name Shares Traded | % of Total ETF
Buy ZM ZOOM VIDEO COMMUNICATIONS INC 538,573 | 0.5833
Buy EXAS EXACT SCIENCES CORP 411,502 | 0.1825
Buy CRSP CRISPR THERAPEUTICS AG 64,595 | 0.0276
Buy NVTA INVITAE CORP 282,668 | 0.0275
Buy MTLS MATERIALISE NV 84,768 | 0.0104
Sell TSLA TESLA INC 121,011 | 0.7343
ARKQ view fund page 11/23/2021
Direction Ticker Company Name Shares Traded | % of Total ETF
Buy VLD VELO3D INC 898,684 | 0.3859
Buy ACHR ARCHER AVIATION INC 668,983 | 0.1569
Buy MKFG MARKFORGED HOLDING CORP 142,070 | 0.0393
Buy NIU NIU TECHNOLOGIES 12,917 | 0.0101
Sell LMT LOCKHEED MARTIN CORP 19,256 | 0.2614
ARKW view fund page 11/23/2021
Direction Ticker Company Name Shares Traded | % of Total ETF
Buy ZM ZOOM VIDEO COMMUNICATIONS INC 106,537 | 0.4315
Buy MNDY MONDAY.COM LTD 45,756 | 0.3031
Buy GENI GENIUS SPORTS LTD 881,741 | 0.2112
Buy ROKU ROKU INC 40,801 | 0.1889
Buy HOOD ROBINHOOD MARKETS INC 221,389 | 0.1238
Buy NNDM NANO DIMENSION LTD 986,600 | 0.0910
Buy CND CONCORD ACQUISITION CORP 235,842 | 0.0539
Buy VUZI VUZIX CORP 183,465 | 0.0441
Sell FTCH FARFETCH LTD 191,947 | 0.1313
Sell TSLA TESLA INC 20,058 | 0.4477
ARKG view fund page 11/23/2021
Direction Ticker Company Name Shares Traded | % of Total ETF
Buy ADPT ADAPTIVE BIOTECHNOLOGIES CORP 615,945 | 0.2842
Buy PACB PACIFIC BIOSCIENCES OF CALIFORNIA INC 352,967 | 0.1393
Buy SDGR SCHRODINGER INC/UNITED STATES 177,712 | 0.1161
Buy BFLY BUTTERFLY NETWORK INC 586,994 | 0.0783
Buy BNR BURNING ROCK BIOTECH LTD 96,815 | 0.0264
Buy SURF SURFACE ONCOLOGY INC 93,013 | 0.0090
Sell CSTL CASTLE BIOSCIENCES INC 67,491 | 0.0513
Sell INCY INCYTE CORP 150,827 | 0.1649
Sell VRTX VERTEX PHARMACEUTICALS INC 123,956 | 0.3911
ARKF view fund page 11/23/2021
Direction Ticker Company Name Shares Traded | % of Total ETF
Buy DKNG DRAFTKINGS INC 313,699 | 0.3659
Buy STNE STONECO LTD 517,833 | 0.2988
Buy HOOD ROBINHOOD MARKETS INC 278,355 | 0.2528
Buy TOST TOAST INC 136,697 | 0.1980
Sell OPEN OPENDOOR TECHNOLOGIES INC 166,324 | 0.1009
Sell FTCH FARFETCH LTD 168,555 | 0.2016
Sell PAGS PAGSEGURO DIGITAL LTD 504,183 | 0.4469
Sell FB FACEBOOK INC 43,188 | 0.4866
ARKX view fund page 11/23/2021
Direction Ticker Company Name Shares Traded | % of Total ETF
Buy PLTR PALANTIR TECHNOLOGIES INC 51,576 | 0.2023
Sell HOFP THALES SA 12,044 | 0.2024
XFundManager: thanks. Very impressive. I was just surprised that when they publish their holdings I never see VLD on the list. I might just be missing it.
I did purchase PLTR - paid $23.00, but not a problem. holding both, plus TSLA, of course,
Ark Invest has been buying VELO every week since the company merged. There position in Velo has doubled.
Please use this link to see purchases.
https://cathiesark.com/ark-combined-holdings-of-vld
Velo was number 100 in your list of holdings and now is number 76 moving up in her list with shares being purchased and increase in position gaining.
Please don't miss out on Palantir ! Its on sale right now. You will never see these prices again. The CEO of Palantir said the company will 20X very easily or reach $500.00 per share.
Palantir is on Ark list number 14 and could possibly end up being number #1 on her list of stocks with the highest conviction if she continues to sell out of Tesla and further buys Palantir.
Cathy Woods owns almost 1 billion in Palantir now !!!
XFundManger: Re Cathy Woods buy/sell list, I don't see any VLD purchases!
Cathy Woods Selling Tesla and moving profits into Palantir !!!
Trade Notification for 11/22/2021
ARK offers fully transparent Exchange Traded Funds ("ETFs") and provides investors with trade information for all actively managed ETFs. This email only reflects portfolio adjustments made by the ARK investment team. Files of trades are not comprehensive lists of a day's trades for the ARK ETFs and exclude initial/secondary public offering transactions and ETF Creation/Redemption Unit activity. Complete holding files are posted daily on ark-funds.com.
ARKK view fund page 11/22/2021
Direction Ticker Company Name Shares Traded | % of Total ETF
Buy ROKU ROKU INC 158,291 | 0.1886
Buy TWST TWIST BIOSCIENCE CORP 197,040 | 0.1021
Buy NTLA INTELLIA THERAPEUTICS INC 140,509 | 0.0901
Buy NVTA INVITAE CORP 797,858 | 0.0751
Buy TDOC TELADOC HEALTH INC 86,500 | 0.0486
Buy CRSP CRISPR THERAPEUTICS AG 94,900 | 0.0393
Buy EXAS EXACT SCIENCES CORP 44,709 | 0.0192
Buy MTLS MATERIALISE NV 52,129 | 0.0062
Sell TSLA TESLA INC 97,592 | 0.5842
ARKQ view fund page 11/22/2021
Direction Ticker Company Name Shares Traded | % of Total ETF
Buy PLTR PALANTIR TECHNOLOGIES INC 365,120 | 0.2885
Buy NIU NIU TECHNOLOGIES 356,190 | 0.2763
Buy ACHR ARCHER AVIATION INC 438,178 | 0.0978
Buy MKFG MARKFORGED HOLDING CORP 76,642 | 0.0214
Sell LMT LOCKHEED MARTIN CORP 6,800 | 0.0895
Sell TSLA TESLA INC 21,636 | 0.9758
ARKW view fund page 11/22/2021
Direction Ticker Company Name Shares Traded | % of Total ETF
Buy SPLK SPLUNK INC 154,415 | 0.3855
Buy DKNG DRAFTKINGS INC 474,219 | 0.3404
Buy MELI MERCADOLIBRE INC 11,428 | 0.2940
Buy HOOD ROBINHOOD MARKETS INC 507,380 | 0.2756
Buy COIN COINBASE GLOBAL INC 32,099 | 0.1978
Buy ROKU ROKU INC 44,370 | 0.1953
Buy SHOP SHOPIFY INC 6,278 | 0.1953
Buy MNDY MONDAY.COM LTD 29,689 | 0.1904
Buy RBLX ROBLOX CORP 79,765 | 0.1902
Buy TDOC TELADOC HEALTH INC 23,000 | 0.0489
Buy NNDM NANO DIMENSION LTD 442,508 | 0.0399
Buy GENI GENIUS SPORTS LTD 138,815 | 0.0368
Buy VUZI VUZIX CORP 116,413 | 0.0276
Buy CND CONCORD ACQUISITION CORP 30,101 | 0.0066
Sell ETSY ETSY INC 79,263 | 0.4326
Sell FTCH FARFETCH LTD 1,150,248 | 0.7590
Sell FB FACEBOOK INC 115,833 | 0.7747
Sell TSLA TESLA INC 63,055 | 1.4296
ARKX view fund page 11/22/2021
Direction Ticker Company Name Shares Traded | % of Total ETF
Buy PLTR PALANTIR TECHNOLOGIES INC 39,251 | 0.1510
Sell ANSS ANSYS INC 2,012 | 0.1497
I always look back that I bought and made a few thousand day trading Qcom back in the 90's. had i just held a few thousand shares minimum. I was trading it as a penny stock and when it went above a dollar sold all shares
Quick story. Bought 1000 shares of Apple in the late 90s at 30 bucks and sold it for 50 bucks shortly after. If I would’ve just forgotten about the stock I would have $16.8 million right now. with all the stock splits over the years. Buy and hold! PLTR +VLD+TSLA
Ark continues to accumulate/buy VLD:
https://arkinvestdailytrades.com/?query=vld
XFund: I wish u the same good luck. Best.
Hey Catty ! A very wise plan of action ! happy investing and may your stocks bless you with many years of profits ! TESLA + VELO3D + PLTR !
XFundMmanager: My plan is to wipe out my margin and then ride with the market. Appreciate your concern and support. As I mentioned the 3 horsemen will be a hold. Best
Hey Catty ! Thank you for sharing, I now understand your concern and it makes perfect sense. I wondered why you were so concerned with day to day activities of the market and you wanting to sell some days and hold others.
I am a long term investor there for I have no regard for day to day activities or have any care about how the market is.
As you are buying on margin you need to mitigate your risk so that you don't get a margin call. At the same time you want to maximize gains to keep the interests rates low on debt.
Here is my advice, the stock market is going to be very choppy for the whole year and into 2023. U.S elections are in 2024 and campaigning will begin in 2023.
If trump returns who knows what effect this will have near term on stock markets, plus we are having growing tensions at present with Russia planning to invade Ukraine, China invading twain etc. ( all of which are plus points for Palantir as there software is used by governments to give insight. Remember PLTR was used to find and catch osama bin laden )
The markets are going to be very volatile how ever over the long term we will have gains.
Tesla has the greatest risk of a correction since it is already over valued and in some what of a bubble so chance of a 50% correct to 600 might seem ridiculous but certainly possible. Apple is going to be releasing a car + you have many new EV startups including rivian, lucid. Xpen, and nio taking more market share by day.
VELO3D will have a very slow but steady climb up and is in its infancy. It will also be prone to less market fluctuations.
Palantir in my opinion is presently beaten down, has a great entry point and reminds me of what Tesla was like before its huge run. I see the greatest potential near term for price appreciation in this stock.
Tesla downside 50% correction to 600 very possible - Tesla by 2023- 3000
VLD Downside support at 10.00 upside 80 by 2025
PLTR downside support 17.00 to 21.00 upside 500 by 2025.
Wedbush upgrades to $1,400, said Tesla can take $2.5 trillion if ev market!!
XFundManager I absolutely agree Im accumulating as much Velo3D Palantir and Tesla as possible. DCA you cannot go wrong! 2022 will be phenomenal with these plays!!!
XFundManager: I really appreciate your taking the time in addressing my concern. Your thoughtful explanation was very detailed and encouraging.
The truth is, I'm not very comfortable with the market in general. I don't understand why it's so strong. with all the political negativeness
I've therefore lowered my margin debit - however will be holding on to my TSLA, VLD, and PLTR.
Again. thanks.
It's not stock specific, the whole market is down, end of year selling going on for tax purposes. Nothing to be worried about.
Day to day activities don't mean anything, long term is all that matters. Palantir is the Tesla of Data. It is the next Amazon,Apple and google in the making.
I am very confident this will be a multi generational stock and will one day be one of he largest companies in the world.
What does it mean when the most successful hedge fund in history increases there position in Palantir by 12,000% !!!!
Renaissance Technologies, LLC 12,959,528 Sep 29, 2021 0.69% 311,547,053
Lets not forget the Elon Musk connection to Palantir + the fact they are working together with Tesla + SpaceX.
Now with Apple confirming there fully autonomous car by 2025 and Palantir announcing there working with all EV companies what do you think that means.
People don't even know yet that Palantir is developing a crypto currency software security network that will run payments via Elon musks star link inn the future.
Hedge funds are moving out off Tesla and into Palantir. This is fact if you look at 13F filings. Palantir has a better chance to 1000X my money near term than Tesla.
VLD+TSLA+PLTR are my highest conviction stocks !!!
XFundManager: Hope we're not preaching to the choir. Stock not acting well. Hope it turns around.
Looks like VLD+TESLA money going into Palantir now !!
I think I spoke too soon considering today's action. I have all 3 - TSLA, PLTR and VLD. So I can't go wrong.
Looks that way !
lost of articles out about ties to big caps lately here
thanks for the post. very informative.
XFundManager: I'm on it. Can't thank you enough.
https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=vld&insttype=&freq=&show=
https://www.marketwatch.com/press-release/velo3d-expands-european-presence-with-technical-center-in-germany-new-customers-and-regions-first-product-delivery-2021-11-10?siteid=bigcharts&dist=bigcharts&tesla=y
Velo3D is opening a new European Technical Center in Augsburg, Germany. The center will showcase the company's end-to-end manufacturing solutions and support the company's growth efforts in the region. The facility will be located at the Augsburg Innovations Park and will include more than 110 square meters (1,200 square feet) of space across a main hall (which will house Sapphire® systems), a lab area, and offices. It also includes conference rooms for hosting customers for presentations, events, and other meetings. (Photo: Business Wire)
miester: Wonder if they're associating it with TSLA for some unknown reason. Just a wild thought
budgetit: heeeee!
Yes Ma’am…… one never knows.
Meow !!
budget: Let's just hope the Street likes the results.
I just got in from golf.........the initial figures I've seen look good........
Go VLD........
anyone listening in? I'm finding him a little hard to follow. it may be my connection.
4:05p ET 11/9/2021 - Dow Jones
Press Release: Velo3D Announces Third Quarter 2021 Financial Results
Mentioned: VLD
Velo3D Announces Third Quarter 2021 Financial Results
-- Completed merger transaction to become publicly traded company -- Strong revenue growth -- 23% sequential increase from Q2 -- Shipments up 50% YTD -- 15 in 2021 vs 10 in 2020 -- Strong third quarter bookings - 10 systems in Q3 vs 6 in Q2 -- Market expansion into Europe -- first system shipped to EU customer -- Sapphire(R) XC development program on track -- first customer parts printed in Q3 -- Significant backlog for 2022 -- 17 XC firm orders, $85M total bookings/pre-orders CAMPBELL, Calif.--(BUSINESS WIRE)--November 09, 2021--
Velo3D, Inc. (NYSE: VLD), a leading additive manufacturing technology company for mission-critical metal parts, today announced financial results for its third quarter ended September 30, 2021.
"Our strong third quarter results reflect increasing demand for our industry changing end-to-end Sapphire(R) solution which is redefining the production of high value metal parts for mission critical applications", said Benny Buller, CEO of Velo3D. "We remain committed to helping our customers design and build the parts they need--without compromise. With the upcoming release of our Sapphire(R) XC solution, we intend to accelerate the deployment of the next generation technologies our customers are creating."
"One of the key highlights for the quarter was the closing of our merger with JAWS Spitfire. This merger was a huge milestone for the Company, enabling us to become a publicly traded company and generating approximately $274 million of net cash proceeds from the transaction. We believe we now have the liquidity to continue to invest in driving technology innovation while providing the resources needed to fund our future growth plans".
"Operationally, we were also pleased with our strong growth momentum as we exceeded our revenue target and posted very strong bookings for the quarter. Demand for our new Sapphire(R) XC system continues to grow strongly with bookings of $40 million and pre-orders of $45 million at the end of October. We are also on plan for our first customer shipment of our Sapphire(R) XC system by the end of the year. The third quarter also marked another strategic milestone for the Company as we shipped our first system to a European customer, expanding our footprint to a market that we believe offers significant long-term opportunity. Finally, we continue to invest for future growth as we build out our new manufacturing facility which we expect to open by the end of the year. We expect this expansion will be a key driver of our 2022 growth and will provide us with the capacity to meet our demand forecasts through 2024", continued Buller.
"Given our industry leading technology, increasing demand from our diverse customer base, strong balance sheet and a focus on maintaining our commitment to quality, we believe we are well positioned for future growth as we continue to push the boundaries of what is achievable with metal additive manufacturing", concluded Buller.
($ Millions, except percentages 3(rd) Quarter 2(nd) Quarter 3(rd) Quarter and per-share data) 2021 2021 2020 --------------------------------- ------------- ------------- ------------- GAAP revenue $8.7 $7.1 $2.3 --------------------------------- ------------- ------------- ------------- GAAP gross margin 17% 31% 21% --------------------------------- ------------- ------------- ------------- GAAP net income (loss)(1) ($66.6) ($12.5) ($7.1) --------------------------------- ------------- ------------- ------------- GAAP net income (loss) per diluted share ($3.36) ($0.78) ($0.44) --------------------------------- ------------- ------------- ------------- Non-GAAP net income (loss)(2) ($14.6) ($10.0) ($6.6) --------------------------------- ------------- ------------- ------------- Non-GAAP net income (loss) per diluted share(2) ($0.74) ($0.62) ($0.42) --------------------------------- ------------- ------------- ------------- Cash $297 $12 $22 --------------------------------- ------------- ------------- ------------- Information about Velo3d's use of non-GAAP information, including a reconciliation to U.S. GAAP, is provided at the end of this release 1. Third quarter 2021 results include $51 million extraordinary charge related to the loss on fair value on the convertible note modification in conjunction with the JAWS Spitfire merger transaction 2. Reconciliations to U.S. generally accepted accounting principles (GAAP) financial measures are presented below under "Non-GAAP Financial Information". Non-GAAP net income (loss) and non-GAAP net income (loss) per diluted share exclude stock-based compensation expense, fair value adjustment for the Company's warrants and earnout liabilities and charge related to the loss on fair value on the convertible note modification
Summary of Third Quarter results
Revenue for the third quarter was $8.7 million, an increase of 22% compared to the second quarter of 2021. The improvement in revenue was driven primarily by higher Sapphire(R) system sales. Additionally, recurring revenue for the third quarter rose 34% compared to the second quarter as the Company continued to benefit from its expanding installed base of systems.
The Company shipped 5 systems in the third quarter and 15 year to date. Year to date shipments rose 50% compared to the same time period in 2020. This increase reflects the Company's repeat purchases by existing customers and its expanding customer base, with the addition of nine new customers so far in 2021, more than doubling the Company's customer base since year end 2020. Finally, the Company increased its revenue visibility for the fourth quarter and fiscal year 2022 as it had booked 10 systems, compared to five in the second quarter and 20 for all of 2020.
Gross margin for the quarter was 17% and reflected the impact of increased overhead expenses, primarily related to under absorbed production and service network costs as the Company scaled up its operations in anticipation of strong growth in 2022, new metal development costs and higher than anticipated material and shipping expenses. The Company also increased its spend for customer system upgrades to improve performance and quality. The Company believes that these continued investments will increase its addressable market, improve customer utilization rates and position the Company for growth in 2022.
Operating expenses for the quarter rose 18% sequentially to $16.5 million, primarily driven by headcount costs associated with the Company's expansion plans and increased spend related to the Company's technology development initiatives. Non-GAAP operating expenses, which exclude merger related costs of $0.9 million as well as stock compensation expense of $0.7 million, were $15 million.
Net loss for the quarter was $66.6 million. This included a $51 million extraordinary charge related to the loss on fair value on the convertible note modification in conjunction with the JAWS Spitfire merger transaction. Non-GAAP net loss, which excludes the loss on fair value on the convertible note modification, merger costs and other items such as stock based compensation, was $14.6 million. Adjusted EBITDA for the quarter, excluding the loss on fair value on the convertible note modification was a loss of $13.0 million. For more information regarding the Company's non-GAAP financial measures, see "Non-GAAP Financial Information" below.
The Company ended the quarter with a strong balance sheet with $297 million in cash including $274 million in net proceeds from its merger transaction. As a result, the Company believes it has the liquidity to continue to invest in driving technology innovation while providing the resources needed to fund its future growth plans.
Guidance
For fiscal year 2021, the Company is providing the following guidance.
a. Revenue of $26 million
b. Total Sapphire(R) shipments -- 22-24
c. Total Sapphire(R) bookings -- more than 24
d. Total Sapphire(R) XC backlog - 20
e. New customer additions -- 12-15
For fiscal year 2022, given its significant backlog and increasing demand for its Sapphire(R) XC solution, the Company remains confident in its ability to achieve its 2022 revenue forecast of $89 million.
The Company will host a conference call for investors this afternoon to discuss its third quarter 2021 performance at 2:00 p.m. Pacific Time. The call will be webcast and can be accessed from the Events page of the Investor Relations section of Velo3D's website at ir.velo3d.com/.
About Velo3D:
Velo3D is a metal 3D printing technology company. 3D printing--also known as additive manufacturing (AM)--has a unique ability to improve the way high-value metal parts are built. However, legacy metal AM has been greatly limited in its capabilities since its invention almost 30 years ago. This has prevented the technology from being used to create the most valuable and impactful parts, restricting its use to specific niches where the limitations were acceptable.
Anyone hear any news? I'm about to listen in to the conference call 888-437-3179
miester: we'll know after the bell today.
Pecos Billy: Reminder = Earnings coming out after hours today. Conference call at 5Pm EST - 888-437-3179
This sure is a quiet board
I took a position here this morning. I am excited about this company!
Good luck all!
VLD$$$$$$$$
PB
Exactly. No stock is going to be green everyday and travel straight up lol. VLD had a great week.
Me too, catty……
Curious about prognostications concerning future activity in the filings.
Been a roller-coaster day for sure……lol.
Good stuff…..we don’t want a boring stock, after all !
Go Velo3D !!
Bountiful: Can't wait!
To quote TMess - NOT TO PANIC
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