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Market factoring 8x this output forward looking wowsa
It's not ihub running this up which is always fun. Market factoring TSLA doing 4m car sales per year up from 500k now. Lotta lithium tech needed
Thanks ya for some reason it's this ticker getting the love and not any of the mines near ENRT so it's the tech here blowing this up which apparently they will all need...including ALB
the NDA could also be with Pure Energy Materials, a TSLA agreed supplier. Pure Energy is in Clayton Valley, right with ENRT.
https://www.fool.com/investing/2019/03/26/who-are-teslas-lithium-suppliers.aspx
Its ALB and others that need ENRT technology, highly likely its ALB that has the NDA with ENRT......ALB needs to bring online more locations for LI and ENRT has come up with a method..untold highs here IMO
https://www.fool.com/investing/2019/03/26/who-are-teslas-lithium-suppliers.aspx
https://techcrunch.com/2019/06/11/tesla-might-get-into-the-mining-business-to-secure-minerals-for-electric-batteries/
ENRT is likely with ALB on the NDA
Its all about the technology here, the value is in their process, which is a new way. The tech would attract huge $$$ if they prove it which they are in the process....game changer CEO says....a leg in the LI business....worth untold $
seems like more of a technology play the more I look....some sort of process to extract that is below industry standards...this would lower the cost of the sold product to companies like TSLA....
Seems like they have 2M tons to the west and 1M tons to the east. This is a LI concentrate product, not brine. LI concentrate sells for around $5000 per ton.
My speculation is 1.5M tons of LI concentrate they have, or $7.5B worth. The cost to produce concentrate is apparently a fraction of brine, which is enormously good. Should be a good 20% profit margin. I see Albremale gets around 30% margin in LI, but its a mix of concentrate and brine, and they develop in the U.S. and also some lower labor cost areas of the world.
Value speculation here to me is $7.5M worth of product to sell with 20% margin. So $1.5B profits possible at this 160 acres. Someone (tesla) is going to need their 1.5M tons.
120M O/S. I can see them getting financed at over 1.00 per share.
This should be a quick .50 PPS, and well over $1.00 possible all within weeks on news from the company and TSLA analyst speculation on just how much EV they are going to produce. Reports of over $1 Trillion in TSLA sales next 10 years out yesterday. Big shift in $ occuring.
https://pages.marketintelligence.spglobal.com/lithium-sector-outlook-costs-and-margins-confirmation-CD.html
last stock I was in was a 20 bagger due to ASCM short squeeze...happening with ENRT
My first post in a year. ENRT
If Tesla or even GM financing will happen here. How much LI do they have or think they have? I read 2M tons....how much $ is that?
I disagree they hinted at much higher margins they will report in a few weeks. This company is going well over 100m EBITDA in 2019 and goodrx had 3b valuation when it hit that mark. Pps 150 here is where it's going by march
I was gonna buy feb 130 calls yesterday for .50 let's see how much money I could have made
2019 500m rev 140m gross
2020 650m rev 200m gross
2021 850m rev 275m gross
2022 1.1b rev 400m gross
2025 2b rev 700m gross
Buyout 500pps
200 actually I expect gross profit of 200m EBITDA in 2020 they will report 125m ebitda for 2019
150 soon
Told ya even bigger then I say
Update
2019 425m total rev 115m gross
2020 575m total rev 175m gross
2021 775m total rev 275m gross
Did chanbond win?
Looks like quite a bit more. They are at 2021 levels for 2019 based on my article. The adjustments are below. At the end of the day, this is a $200M gross profit per year endeavor in about 24 months. With $300M not too far after that. I'd base my valuations here on a $300M profit per year company....have to figure $6B+ shortly....plus, they will have plenty of cash to branch out. I'm nearly certain you will see something like Amazon's Pillpack partnered here on Medicare...PPS of $300 is a good target. Big picture, 5+ years, $500+ per share....
2019 should be 300M Medicare Revenue $100M Gross profit
2020 359M Medicare Revenue $135M Gross
2021 413M Medicare Revenue $186 Gross
2022 472M Medicare Rev and $231 Gross
I will seek other planes to travel on and that's the issue Boeing has now. Why would I fly on a 737 max? Many other options...
I agree they started the miners back up at BTC 8000 so it must be profitable at BTC 8000. Its possible for them to mine 400 BTC in the next year at a high profit margin. The real value here is that these miners support the blockchain, and soon enough there won't be any more BTC earned for miners, but the value shifts to supporting the technology. Anyone who owns these miners will become part of possibly a $10T support system if BTC obtains that market value.
In other words, these miners will be worth a lot of money to own down the road.....even if they aren't churning out BTC as a reward.
Can use the extreme value you have as a BTC mining op to ramp up other business outside of BTC.
In other words, BTC miners become like the central bank
BTC cant be shorted, so its a store of value, period. Hard to keep it down except for profit taking...thinking the 300K per bitcoin calls are correct
They filed to dismiss all. Shows they wont settle. Trial it will be...
It will if investors are ok with negligible profits and regulations. Great company but not a profitable endeavor....
Mainly because its not profitable to stream....too many costs...rather just buy the shows we watch anyway rather then pay for the whole thing monthly...spend maybe 2 bucks per month
Just not profitable have to pay the drivers more.....not really an investment here....just a company...doesnt mean it should be public
They have no competition. Only medicare.gov
I suspect medicare.gov will allow a partnership like healthcare.gov
This company headed to 200 per share.
I suspect we will see medicare eligibility lower to 60 or 55 as a solution to healthcare. 400 per share then toward 2025....
Compliance issues but products in demand more than ever. Easy to find the right balance point. Look for the products to strengthen some and commissions to come down....overall profits here will be over 100m by 2020 market cap just 400m today
No reason for it to ho down. But also none up either.....200 stock for years to come imo
Amazon can ship widgets all over the world and we thank them for it. Profitable though, this endeavor is not. Aws cloud ....who cares....companies can buy clouds on the shelf at best buy soon enough....of amzn actually owned the top 10000 selling products that is a different story but that cant happen so ? Not worth 500 per share
About what? You think videos stream magically? They have to pay the isp for capacity. Any rate increases the isp will go after sure as day. Plus its fadful thinking to say people want just dungeons and dragons as entertainment. Nflx will have to get live events and pay dearly. Would take them 50 years to earn $150b in profits but streaming may not even be a thing in the future.
Streaming video isnt profitable as a business. It is profitable though for the internet service providers. Im not sure why 3 eps is worth 400.
Its the isp that controls it all. If nflx raises prices to profit the isp will then just ask for more money for its bandwith.
Bandwith only gonna be more cost in the future...
People use amazon to buy because its convenient. The problem for amazon is they cant make money by being convenient. This is why they throw money at other businesses to try and buy future profits. Overall they are not in a profitable sector. They do indeed require tax breaks just to set up offices. Ecommerce is only going to scatter with time and not consolidate at amazon.
Airlines will reduce orders due to people avoiding this plane. Why fly on it when i can use another plane
1m per plane a guess then fix assembly plant then test for 1 year min before they can fly again. Also many will not want to fly on these even with fixes. I personally never will and will avoid this plane. This is a 50% blow
Complete retrofit needed then about 2 years of testing then they can sell these planes again.
Boeing put out a faulty product. It happens. But once software is bad im not relying on a patch to get on their plane. For me and many others its going to take a complete retrofit of the software and hardware then id still have to think a long time before id allow myself on one. Its obvious that pilots cant beat the software glitch when it occurs.
I personally will never allow my family on a 737 8 at any time in the future. And that is not an overreavtion. Way to unnerving to sit in one. Pilots cant beat software