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The most shorted green energy company on the market just took a big turn upwards.
The only other energy company with more short interest is a coal company incidentally.
I plan to hold onto some of this till the day I die.
Frances Arnold is low key my hero.
Source: https://www.msn.com/en-in/money/markets/bets-against-energy-stocks-are-at-the-highest-in-more-than-a-year-as-the-ukraine-crisis-drive-oil-prices-over-dollar100-per-barrel-sandp-global-says/ar-AAUwXUC
Turn down those thermostats. Go GEVO! Go Frances Arnold!
I'm sure I speak for everyone in saying the Ukraine situation right now is terrible and I wish the best for a peaceful resolution.
As one potential silver lining to the bad situation though, the price of oil/gas skyrocketing seems like it might help Gevo catalyze some deals.
I recently learned the founder of GEVO, the first American woman to win a Nobel prize in chemistry, is also a co-chair of Biden's PCAST.
I think it would show Russia that US green technology isn't to be taken lightly if a few major green deals could be inked (hopefully GEVO). Undermining Nordstream-2 potential through market forces might indicate to them that they will not benefit from rising oil/gas prices as much as they thought. The period where they do foresee a profit might become shorter, encouraging a faster route to the diplomatic offramp as to not miss the opportunity entirely.
Perhaps it's wishful thinking, but I am an evergreen optimist and can't help but to see positives despite the situation.
I'm long GEVO
Maybe institutional rotation?
https://www.nasdaq.com/market-activity/stocks/ekso/institutional-holdings
Puissance got out, but seems like others are getting in?
Since I first started following EKSO, I've never felt that they were doomed. In fact, I see the company having more potential now more than ever before.
At first it's a little hard to reconcile my expectations of success with the fact share prices have tanked into the ground in recent years. But on the other hand, Amazon lost money for something like 20 years before turning around for incredible growth.
From the LONG TERM perspective, I see Ekso's fuse as lit. I think losing money is frankly part of their game plan and it's a tough pill to swallow, but do you really think early investors in Amazon feel stupid for losing money now?
I think it'll be somewhat of a smooth transition between their hemorrhaging money and raking it in- but it will feel nearly instantaneous.
Well, at least I can sleep at night knowing I invested with my brain and morality-- the rest will fall into place by god's grace.
I'm long EKSO
Hey Clay, check out this message from the President: "Subject only to State approval, our important Ethanol Industry will be allowed to use the 10% Pumps for the 15% BLEND. Thank you!"
Subject only to State approval, our important Ethanol Industry will be allowed to use the 10% Pumps for the 15% BLEND. Thank you! @SenJoniErnst @ChuckGrassley @SenatorFischer @SenJohnThune @SenatorRounds @KimReynoldsIA @EPAAWheeler @SecretarySonny @govkristinoem
— Donald J. Trump (@realDonaldTrump) September 12, 2020
Picked up a few more shares today, I'm tempted by an FDA announcement for EksoUE or a sales contract for Ekso EVO and would probably sell some on the news to buy back in about a week later when attention starts to fade
In any case, I think the news and new products that have come out likely have the potential to increase sales above expectations by the end of q if nothing else - hopefully back into positive EPS
I bought some EKSO shares today, I think the Ekso EVO is gold. I made a couple smart moves recently and have extra cash for EKSO to rush in when it spikes next too.
Obviously the huge FDA ABI news is ganna create a spike that can't last as attention starts to fade, but I think their Ekso Works division actually has the better short term potential despite the most recent gains-creating headlines with Ekso NR. I'm hoping at least a little bit of that value from ABI news can translate into sales and push us into positive eps again if a Works contract doesn't come this Q.
A little abstract here, but I sort of think Ekso EVO it's like how the US will potentially largely skip 5g and go straight to 6g frequency technology in most places- out maneuvering other countries with 5g at a critical point (DARPA programs are working on THz range frequencies for god sakes and miniaturization seems to be getting better not worse). Ekso EVO has that next-level quantum leap kind of feel written all over it to me, albeit purely mechanical in nature.
I'm happy with margins and growth prospects, and the two Jack's.
Hoping EKSO can follow the trend of putting out a really good PR right before the next round of fundraising, which seems to be happening more and more frequently in my scope of observation at least, although some companies timing the top better than others.
I'm lonG EKSO
Cheers to that
New website layout: https://eksobionics.com/ekso-evo/
I'm long EKSO
Thanks Clay, really nice movement going on afterhours here
Bought a little more today
I'm long GEVO
A little blood in the water as the sharks come in and the CEO takes his easy bird in the hand while opening the (I suppose underwater in this analogy) door for them.
Honestly, I'd rather have financing on the way up than on the way down assuming the offering didn't entirely crush the momentum. Hopefullly this was just ripping off the bandaid. Whomever received the financing at 1.30 probably still has a much higher cost basis, so I don't think it's terribly unfair
Important to remember the first halt was on the way up, I think the next couple halts on the way down were a overreaction and the financing was the cherry on top from a psychology point of view.
Still, penny stocks aren't really accustomed to deals this big- a bit of chaos is normal. 50 million isn't so big compared to 1.5 billion
I'm going to just keep on swimming. I took a bite and bought at 1.22 most recently
Also, the water is filled with cash.
I'm long GEVO
Cheers! Here's to 3 dollars
I'm long GEVO
I think their Evo Suit is awesome. I'm not sure whether it will slow down or speed up their dealings with Ford, but a better product is a better product.
Looks much less bulky, more ergonomic, and more breathable with the same 15lbs per arm assistance. Really excited to see this technology keep getting better, hopefully this will kick down the door for us so to speak.
I'm long EKSO
NEW PRODUCT: EKSO EVO --- Full Press Release:
https://www.globenewswire.com/news-release/2020/08/20/2081341/0/en/Ekso-Bionics-Unveils-its-Latest-Assistive-Exoskeleton-Innovation-for-Industrial-Use.html
I bought some more stock today after thinking how scared I would be to short EKSO right now. Here's why:
I think an EksoUE FDA approval might be possible. Nice that the product doesn't require power, I would imagine this would simplify things somewhat. I imagine if they can get a walking exoskeleton approved, they have a good chance here too. FDA approval headlines tend to do well for share price.
Ekso has already worked with major companies (Ford, Boeing, and licensing to Lockheed Martin) and there could be expansion with any one of those major companies. Meanwhile The Company's profit margins were 56% last quarter and they are offering new subscription/rental based sales for EksoUE at $599 per month which I think is really smart compared to a high upfront cost. This last point could compound with an FDA announcement. Of all the possibilities, I think if Ford fully integrates Ekso Vest into their production line, it might be the best possible announcement.
Looking at clinical trials, TBI/Stroke trials are active and could yield positive results. EksoNR winning Med Tech awards is a good sign.
I suppose another DARPA contract or some other DoD collaboration could be possible, especially with the CFIUS decision looming large (although TALOS cancellation should be mentioned to be fair).
Shifting macro trends: for example, exoskeletons being a central part of a Space Force episode on Netflix. I think Steve Carell is a lot more mainstream than military shooter games and sci-fi movies.
I can look at the company now compared to where they were ~5 years ago and I think that they have succeeded. Lateral growth, subscription sales, lower cost products, higher margins, FDA expansion, and their position relative to competitors-- it all seems good to me. Even their going after network healthcare provider deals, it's just in a more ambitious, but realistic place that the company is at.
As The Company gets more and more FDA approvals under their belt, I think the impetus is growing for healthcare insurance providers to start offering coverage for these devices - which would be a major positive force. One of them might do it first just to get the PR/saying that they cover robotic rehabilitation as a selling point.
I'm long EKSO
FDA Acquired Brain Injury (ABI) approval, UE monthly rentals, and the injury reduction % numbers at Ford make me think the next year for Ekso looks good ignoring past performance. Despite share price, debt is low and products are improving
In fact, I think the path forward for Ekso has become much more clear despite the low price, and at least we're still up from where the FDA announcement was.
I'm long Ekso
Ekso UE being offered at a monthly price. This is from an email I received this morning:
"Did you hear the exciting news? Our newest upper-extremity rehabilitation solution, EksoUE, is now easier to implement than ever!
For a limited time only, we are offering EksoUE by subscription for only $599 per month. This means that you will have access to the latest in upper-body rehabilitation, including all warranties, service, and upgrades. With our new online learning platform, you can learn to use EksoUE quickly, so you can get your patients into this game-changing device ASAP.
Fully mobile, naturally tracking, battery free, and compatible with activities of daily life (ADLs), EksoUE will help your patients regain their upper-body strength while they re-learn proper muscle patterns.
This device is unlike any other of its kind and, for just $599 per month, is a scalable way to help your therapists give exceptional care.
Click the button below to learn more about starting your robotics rehabilitation program with EksoUE!"
--------
I think this is a much easier entry point than starting with an EksoNR, but could easily put rehab centers along that track.
In general, I'm happy to see a subscription-based sales model
I'm long EKSO
Poor earnings, but not entirely unexpected I think
My longer term thoughts are that the FDA Acquired Brain Injury designation approval will reinforce Jack's efforts at getting network healthcare provider deals. Likewise on the industrial side, Ekso's tweet about their injury reduction % numbers via FORD's pilot program make me think larger scale buys might happen for Ekso Vest.
Poor numbers for the quarter mean less to me than a good overall position in the market and a growth trajectory that makes sense. Are other exoskeleton companies doing any better right now?
I'm long EKSO
Remembering to take a few deep breaths to relax is always good advice
Injury reduction doesn't directly translate into profits short term, although the path to get there is looking a lot more well lit.
Also, less than 20 people have liked the Ekso tweet releasing those numbers as of now, so I don't really think it's been seen by many.
I wish Ford retweeted the news short term, but on the other hand if they decide to expand their adoption of Ekso Vest or if it gets picked up elsewhere at scale - that'd be even better.
I'm long EKSO
WOW, Ekso Vest: 83% injury reduction via Ford Motor Company
I think this is huge new in and of itself, granted no press-release. Thanks for sharing news of this tweet, Eksobeans!
"Since introducing #EksoVest, Ford Motor Company has observed an 83% decline in #WorkerInjuries."
The persuasion-case to buy an Ekso Vest becomes much easier with this number I'd say
This stock has been waiting quite some time for a big contract, and I'm starting to drool about it given all the recent signs that point in this direction (in my opinion).
I'm long EKSO
Skeptic, remember the company intends it's users to recover with the EksoNR.
This company is changing the game
https://eksobionics.com/eksohealth/
I'm long EKSO
To me the the point is that these people you speak of are interested enough to care and to post.
I don't recall it being that way when the GT was FDA cleared
I'd say we still have a ways to until recovery for most shareholders, but it might not necessarily be such a long ways.
I think the FDA news opens up so much potential in terms of creating a network healthcare deal, catalyzing future business prospects.
The extra market value will make future fundraising so much better too.
I'm calling this one a loonshot and I predict it'll be a $100+ tenbagger in less than 5 years.
What passes for a unicorn in silicon valley today is absolutely pathetic. It boggles my mind how much more potential Ekso has compared to a lot of apps/software, while simultaneously having positive earnings per share (at least for one quarter).
Picking Ekso as a growth stock for me feels a lot more safe than buying into a company losing billions per year.
Don't call it a penny stock now.
I'm long EKSO
Got a link?
I'm not surprised that Ekso device got this clearance while others have not.
I'd point to the fact that EksoNR senses and responds hundreds of times per second. This, combined with Ekso's integration of Functional Electronic Stimulation (FES) speak volumes to me. I think their work in these areas shows the way they approach the problem. I think they are deeply concerned with the nerve signaling and being able to work in similar frequency regimes.
If you recognize this as value through the understanding the biomechanics, I think you'll see Ekso's value. Their stock has a major discrepancy (even still I'd contend) between value and price. This price is not the fault of the company, but the lack of investors who can't possibly recognize or understand why the value exists.
Now we have bump from FDA clearance, but what is really going behind the FDA rationale and why Ekso has the better products is really the more important picture to me.
Even so, if your truly LONG - you may still well come out ahead in the future.
If this is a rocket launch, I'd say these are just the ignition sparks.
Netflix's Space Force episode 5 has the crux of the episode featured around picking the right exoskeleton. Pretty cool.
I'm long EKSO
P.S. A recent Voices From DARPA epidosde was about vagus nerve signaling via stimulation and how this might be able to treat diabetes, ptsd, rls, irritable bowel - and is already approved for depression and epilepsy. I don't mean to get off topic, just to say that our understanding in nerve signaling in relation to medicine (as Ekso is involved in) is moving very rapidly and could be an entirely new paradigm being ushered in. I don't see other exoskeleton companies as being as far ahead as Ekso in this regard.
I'm guessing tomorrow will be even bigger. I think that I've noticed that big news takes a couple days to fully penetrate for this microcap.
Lord knows what a Mad Money appearance would do for our stock (god help Jim Cramer fans)
I'm long EKSO
Up over 40% afterhours, I won't need that one for now but i'll stick it in my pocket for later =)
Just wait till the news starts to spread
If it was a means to an end, I don't blame them so much longer term.
In this case, I don't see another option of how they would have even survived as a company to last long enough to get to this point.
Or at least I'll give them the benefit of the doubt just as long as good news keeps coming. Today's a good start.
I'm long EKSO
Let me guess, you are short currently? That's a lot of trolling and not a whole lot of facts/rationale
"Traumatic brain injury (TBI) disables SIX times more people each year than spinal cord injuries, multiple sclerosis, HIV/AIDS, and breastcancer combined."
Source: http://www.biact.org/understanding-brain-injury/brain-injury-facts-statistics';
I'm long EKSO
MONUMENTAL NEWS!!!! I believe FDA approval for such a broad category will make network healthcare deals much more feasible.
The show Space Force acknowledges picking the right exoskeleton is key.
Functional Electronic Stimulation is a total game changer.
Vagus nerve stimulation is approved for epilepsy and depression right now, but the folks at DARPA suggest that it might be possible for it to treat a wide variety of disorders including: PTSD, Irritable Bowel, and Restless Leg Syndrome, and even Diabetes. The brain controls a ton of functions with electronic stimulation and medicine has been slow to tap into this resource in general. Ekso's FES is a bit different, but the point that it's a quickly progressing technology and that nerve stim does way more than almost everyone thought previously.
Last time there was monumental news, my recollection is that it took a little while to get media attention and actually the following day was even bigger - just because so few people caught on the first day comparatively.
I'm long EKSO
I've been watching closely still and I have to say- I couldn't be more excited to see what do Ekso does next.
The latest direct offering seems to have come a bit earlier than I was expecting and it seems likely to me this relates to alternate plans regarding the CFIUS decision.
I think there's a decent chance EksoUE can develop into an at-home product MUCH faster than an ambulatory exoskeleton feasibly can. The shift to UE makes me rethink the broader concepts too.
I'm starting to put together a theoretical case in my mind for why it might be that upper body exoskeleton function is largely more important (in terms of order of importance in a combat situation) than lower body function for soldiers.
It seems to me people's shoulders largely point their guns (the same line of sight reasons your eyes are near the top of your body) and their legs are only secondary to getting their shoulders in the right place at the right time.
I sort of imagine what was found in the last batch of exoskeleton testing is that you can reduce metabolic activities for movement and that's fine and dandy, but the second the operator goes into a combat environment and is doing a lot of upper body repositioning - perhaps the lower body stuff can't handle it with out more coordinated upper body robotic functionalization.
More broadly, it's possible even lower body rehabilitation will be shown to be more effective while simultaneously having upper extremity rehabilitation. I think gaits are really the whole body, not just the legs.
Going into UE for rehab seems it would be a good way for some insights that translate into their work making defense industry UE parts. A win-win.
I'm long EKSO
Nice gains today!
-I'm Long EKSO
We're in the Wall Street Journal at least:
https://www.wsj.com/articles/u-s-panel-orders-breakup-of-california-exoskeleton-firms-venture-with-chinese-investors-11590019513