Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
I feel for those poor people that they don`t live near an airport. Long Bitfarms and I'll donate some leaf blowers to assist in the cooling that should satisfy them poor souls. Get the addresses and we can send them some earplugs for Christmas. Blockstream should be ashamed of their business noise and fire all those people that work for them and live in the area making the noise too, shame, shame.
Remember never to live near a train track. freeway, airport, fire station, or ambulance service you might hear some noise, ssssshhhhhhhhhh!!!
Long live those that bitch at and about everything.
Was that politically correct, if not I apologize to all.
Will not be in the money until it hits their price, no biggie on this small fry:
SEC Form S-3ASR filed by Agenus Inc.
https://quantisnow.com/insight/2002956?s=s
Another rip roaring Paysafe adjustment down. Had to add some to balance out now a lifetime holding it seems, bring down my cost bases. My worst performer in years, but the conference call gave me a slim bit of hope as they cut out the non-profit overhead. GLTA that will be here like me for years to come.
Paysafe (NYSE: PSFE) reported a third-quarter FY21 revenue decline of 1% year-on-year to $353.6 million, missing the consensus of $370.6 million. Total Payment Volume of $31.1 billion increased 19% Y/Y.
Segments: Integrated Processing revenue grew 3.5% Y/Y to $186.9 million, Digital Wallet revenue declined 15.1% Y/Y to $83.7 million, and eCash Solutions revenue increased 10% Y/Y to $90.2 million.
The adjusted EBITDA margin contracted 10 bps to 30.1%.
Paysafe held $262.3 million in cash and equivalents and generated $51.6 million in operating cash flow.
In the third quarter, we reported Adjusted EBITDA in line with our expectations, despite softer than expected revenue, reflecting both market and performance challenges within the digital wallet business, CEO Philip McHugh said.
Outlook: Paysafe sees Q4 revenue of $355 million – $365 million, below the consensus of $417.7 million.
The company slashed FY21 revenue from $1.53 billion - $1.55 billion to $1.47 billion - $1.48 billion below the consensus of $1.55 billion.
Happy to be holding Bitcoin & Bitcoin Cash if it is indeed being bought as the NEW inflation hedge or whatever. Still holding in two accounts no mater what, my 2% plus in gold plays very long term.
Last night on CNBC`s Mad Money, a caller asked the host, Jim Cramer "who I don`t care for, only listen to his spiel for contrarian reasons" again about PSFE, he touted Paysafe again and said that it should not be trading as low as it is. He has blessed the stock as a SPAC and now as a publicly listed company more than a dozen times on his heavily witched TV show, even interviewed Foley while still a SPAC in a workaround way a few times.
Biden could say in a state of the union address it`s the best stock/fintech he`s used out there and zero real holding traction would come from it.
Every time as I posted before, analyst have given it a buy rating ongoing. Tip Ranks has it as an 8 out of 10 as a buy. On and on it gets positive press, adds new platforms/integrations "along with the occasional hit pieces" but zero holding price action.
As it`s end of month window dressing again, sellers/shorts keep it down.
I will not sell my positions in 2 accounts and I know there are too many fintech plays to choose from and I have used Paysafe and like its platform but they could catch more fly's with their OWN Crypto trading option too attached to the transaction's side.
What is seriously needed for Paysafe is to be acquired by a larger player and that is my hope because standalone we may never realize nirvana for our purchase and faith holding so long. Time will tell- GLTA
Below post on conference was canceled.
Members, Thank you very much for your interest. Our sincere apologies but the doctor has a patient emergency, and we will need to reschedule this call. We will keep you posted. Thank you, Slingshot Insights
This one could be interesting for a novice and also the informed, plus it states "AFMD CALL IS FREE FOR ALL" and you are able to add questions before the call. I joined the call that will be in about 2 hours Pacific time-01:00 PM PDT-AFMD-Understanding the potential of AFM13 + NK Cells in CD30-positive lymphomas. Interview Goal
This conversation will discuss the current standard of care for lymphoma patients and the potential of AFM13. We'll ask how meaningful CRs are for patients who failed multiple lines of prior therapies, durability expectations for responses, and what line AFM13 might fall if successful. Sign up below: https://mailchi.mp/slingshotinsights/4-calls-today-on-si-bvhn-jnj-hospital-rev-cycle-cms-patient-surveys-1990719
mailchi.mp
4 Calls Today on SI: NVS, CRIS, CCXI & AFMD (Free to Join)
Either way i`m only focusing on 1181 now and the cash they have on the books to see it through. Market was overly fixated on Bali in cervical which was small niche as even Management suggested.
Kick them when there up, kick them when there down and now the knives come out too. Can`t get a fking break. Mr. Foley might be a good time to fking retire your butt as your name has done buckus for Paysafe or any of your other SPAC crap you floated. Fking blowhard. Jeeeeezzzzzzz let`s just keep those shorting boys & girls happy,happy,happy.
This is so sad it`s becoming hilarious and like a fking fool, I did add another 25 shares in hopes of bringing my cost basis down at least. Heck, didn`t even get a chance to bend over first......
Paysafe (PSFE -4.6%) was downgraded by Credit Suisse to Neutral from Outperform with a price target of $9, down from $12.
Analyst Timothy Chiodo sees a more balanced risk/reward at current share levels as well as minimal upside potential to 2022 and 2023 organic estimates.
During Q2 results in August the company noted that it expects Q3 revenue in the range of $360M-$375M. Consensus Revenue Estimate is $370.63M. Meanwhile, for FY2021, the company expects revenue in the range of $1.53B-$1.55B; Consensus Revenue Estimate is $1.54B.
The chart below shows YTD total return performance of Paysafe, and its peers Shift4 Payments, Euronet Worldwide and Maximus:
Since Paysafe updated its medium term outlook in March, Chiodo has learned of "unexpected shedding" of direct marketing merchants, deterioration in the integrated processing take rate and "substantially lower-than-expected" digital wallet volume.
The analyst said these suggest minimal upside to Street estimates and potential downside risk.
https://seekingalpha.com/news/3757509-paysafe-falls-4-amid-downgrade-by-credit-suisse
realfast95
This fintech play just can`t catch a break and when analyst do recommend it the stock pops then is shorted right back down. I`m starting to suspect Blackrock. Still holding even shares bought @14 at one point. Only saving grace is I did a lot of swing trading while still a SPAC, but doesn`t make up for current looses. Have to believe i`ll be able to hold 5 years out or they get acquired/merge with another fintech.
UPDATE: Agenus withdraws cervical cancer application, and a behind the scenes David vs. Big Pharma regulatory battle is revealed
https://www.fiercebiotech.com/biotech/agenus-withdraws-cervical-cancer-application-for-balstilimab-after-fda-fully-authorizes
Agenus calls out FDA for playing favorites with Merck, pulls cervical cancer BLA at agency's request
https://endpts.com/agenus-calls-out-fda-for-playing-favorites-as-it-pulls-cervical-cancer-bla-at-agencys-request/
Its been a fintech twister for sure but I too am holding. Sooner or later somethings going to shake out. We know what we have but so does everyone else, so Paysafe has to prove itself now.
realfast95
Agree PayPal/Pinterest deal seems so out of the sandbox for them but it may be all about eyeballs. What do I know?
This morning AFMD Affimed initiated with a Buy at Truist
Truist analyst Srikripa Devarakonda initiated coverage of Affimed with a Buy rating and $10 price target. The analyst cites the company's phase 1 proof of concept data in two rare blood cancers, along with "futility hurdle" that Affirmed passed in pivotal trials, both of which support a peak sales opportunity of about
$500M. Devarakonda further notes the potential near-term upside for Affirmed from updated data from lead drug + NK cell combo likely to be presented at ASH2021.
Sure can`t say the company hasn`t been proactive but as a long term investor in this stock I am amazed at the Billions of shares traded pre SPAC and after just to see the stock being played. I guess we are now and have been for awhile a show me stock with that SPAC stigma it needs to loose.
I`ve been more patience with this company than any other play in my 32 years investing. Expect consolidation in the sector down the road and $PSFE stock along with its earnings going forward should raise in lockstep.
mrplmer
Alzheimer's is way to speculative for any company at this stage so I would take a pass on the stock this early on but appreciate the heads up. My father-in-law just was diagnosed with Alzheimer's and I wish there was a biotech play seriously close to some relief for those sufferers and their families.
I follow biotech and invest in the space heavily, so I stay on top of a wide range of bio`s. But Alzheimer's biotech research has not reached that investable point for me yet as there still is too much downside risk in the smaller bio`s research. GLTY with Anavex
From below post:
Affimed: A new way to engage the immune system
Cancer immunotherapy has revolutionized the way oncologists approach the treatment of numerous liquid and solid tumors. Even so, the first generation of checkpoint inhibitors and genetically modified cellular therapies is far from 100% effective. Some of these novel treatments also come with a host of serious and potentially life-threatening side effects that limit their use in certain patient populations.
Affimed, a small-cap immunotherapy company, is trying to change this narrative by engaging the body's own immune system with a platform consisting of so-called "bi-specific antibodies" that active natural killer cells to attack tumor cells.
While the early stage results of the company's lead candidate, known as AFM13, have been impressive as a monotherapy from both an efficacy and safety standpoint, Affimed is also evaluating this therapy in combination with cord blood-derived natural killer cells, as well as checkpoint inhibitors. Wall Street, for its part, thinks this single biologic therapy could rake in well over $600 million at its peak.
Where do things stand now? Affimed is hoping to file its first regulatory application for AFM13 as a monotherapy indicated for patients with relapsed/refractory peripheral T-cell lymphoma. If things go according to plan, the biotech's first therapy could be on the market by perhaps 2023. Before then, however, there is a strong possibility that Affimed simply gets bought out. Big pharma has been on the hunt of late for early-stage cancer immunotherapy companies with unique assets, and Affimed fits that mold to a tee.
All told, Affimed's shares appear to be a downright steal at these levels. The company's market cap of $707 million arguably doesn't properly represent the promise of its anticancer platform -- even on a risk-adjusted basis. Affimed, after all, has already presented strong early stage results for its novel immunotherapy platform. Another major clinical update is reportedly slated to happen at a medical conference in the fourth-quarter of this year, according to the company's last quaterly update. Aggressive investors, therefore, might be wise to consider buying this undervalued biotech stock soon.
https://www.fool.com/investing/2021/10/18/2-biotech-stocks-poised-to-go-supernova-soon/
Been adding to position buying small lots during this overall biotech small cap value selloff and will re-access after next catalysts after Management over hyped IMO. Lets see if they can bring this back to life with some reasonable updates on the companies arenavirus platform without the hype behind it.
2 Biotech Stocks Set to Go Supernova Soon
https://www.fool.com/investing/2021/10/18/2-biotech-stocks-poised-to-go-supernova-soon/
A Short History Of Triple Bottoms In Gold
https://seekingalpha.com/article/4452936-a-short-history-of-triple-bottoms-in-gold
Midstream/MLPs: Summer Sell-Off Feels Overdone
Sep. 01, 2021
Summary
Energy equities retreated from their relative highs in June as the Delta variant spread, the value trade sputtered, and oil prices weakened following the OPEC+ announcement in July.
While midstream sold off with oil and energy stocks, the fundamental picture for midstream improved in many respects as reflected by positive estimate revisions coming out of 2Q21 earnings season.
The outlook for midstream remains constructive, with a compelling investment case driven by attractive yields, discounted valuations, growing free cash flow, and buyback potential. That said, some challenges persist for energy equities broadly.
https://seekingalpha.com/article/4452969-midstream-mlps-summer-selloff-feels-overdone
$IMUX-Immunic Inc reports Q2 EPS (82c), consensus (68c)
Cash and cash equivalents as of June 30 were $87.2M, which does not include the approximately $42.2M raised in the equity offering on July 19. Management expects its current cash and cash equivalents to be sufficient to fund operations into 2023. "So far this year, we have made outstanding progress with both our selective oral DHODH inhibitor, IMU-838, as well as IMU-935, a highly potent and selective inverse agonist of the transcription factor ROR?t, enabling what we believe will be an eventful and potentially transformative first half of 2022. In particular, we anticipate five data read-outs from clinical trials within the next twelve months, and expect to begin our first phase 3 pro gram very soon. I want to congratulate our entire team for this remarkable momentum," stated Daniel Vitt, CEO and president of Immunic. "In June, we received U.S. Food and Drug Administration (FDA) clearance for our Investigational New Drug (IND) application for the phase 3 ENSURE program of IMU-838 in patients with relapsing-remitting multiple sclerosis (RRMS), and the supportive phase 2 CALLIPER trial in patients with progressive multiple sclerosis (PMS). Initiation of these trials in the second half of this year will mark a major milestone for our lead program. Additionally, we look forward to completing recruitment of our ongoing phase 2 CALDOSE-1 trial of IMU-838 in patients with ulcerative colitis (UC) during the second half of 2021, and reporting top-line data for this potential second key indication for IMU-838 in the first half of 2022."
Excellent summery, thanks for sharing.
Gold Prepares To Rally
https://seekingalpha.com/article/4444772-gold-prepares-to-rally
Believe due to there page on holdings they bought $BITF on Nasdaq:
Marathon Digital Holdings (NASDAQ: MARA): 10.8% of assets
Bitfarms (NASDAQ: BITF): 9.4%
Hut 8 Mining (NASDAQ: HUT): 9.4%
Samsung Electronic: 7.6%
NVIDIA Corporation (NASDAQ: NVDA): 6.2%
DMG Blockchain Solutions (OTC: DMGGF): 4.4%
Riot Blockchain (NASDAQ: RIOT): 4.4%
Hive Blockchain Technologies (NASDAQ: HVBT): 4.4%
Cleanspark (NASDAQ: CLSK): 4.4%
Advanced Micro Devices (NASDAQ: AMD): 4.3%
Argo Blockchain (OTC: ARBKF): 4.2%
Taiwan Semiconductor (NASDAQ: TSM): 4.2%
Bought this new ETF as it has a large holding in $BITF.
RIGZ- Viridi Clean Energy Crypto Mining & Semiconductor ETF: Taking a different approach to Bitcoin farmers as this ETF owns all the clean energy mining companies plus add on the clean semiconductor plays for a more versatile holding. This is a new ETF that just became public in July: https://viridifunds.com/rigz-etf/
Have a good position in $CRIS and holding for 3-5 years as trials progress.
Affimed (NASDAQ:AFMD) Receives $13.75 Average PT from Brokerages
Posted by Max Byerly on Jul 26th, 2021
Affimed (NASDAQ:AFMD) has been given an average rating of “Buy” by the six ratings firms that are covering the company, Marketbeat.com reports. One analyst has rated the stock with a hold recommendation and five have issued a buy recommendation on the company. The average 1 year price objective among analysts that have issued a report on the stock in the last year is $13.75.
https://www.tickerreport.com/banking-finance/7687643/affimed-nasdaqafmd-receives-13-75-average-pt-from-brokerages.html
Advancing Immuno-Oncology by believing in the potential of the immune system to restore patients’ innate ability to fight cancer
https://www.rdworldonline.com/advancing-immuno-oncology-by-believing-in-the-potential-to-restore-patients-ability-to-fight-cancer/
3 “Strong Buy” Stocks Trading at Rock-Bottom Prices
Hookipa Pharma (HOOK)
Next up, Hookipa Pharma, is another clinical-stage immune-oncology research firm. Hookipa uses a proprietary platform to modify arenaviruses to carry virus-specific and tumor-specific genes directly to the patient’s T-cells, thus ‘educating’ the immune system to create the correct response. The company is using this approach to develop treatments for several serious viral diseases, including CMV, HBV, and HIV, as well as HPV-related cancer and prostate cancer.
The company has two leading research tracks. On the infectious disease front, HB-101 is a potentially prophylactic treatment against CMV – a vaccine candidate. HB-101 is currently in Phase 2 clinical trial and enrolling patients. Safety and efficacy data is expected to start coming in during 2H21.
The company also has several drug candidates in Phase 1 trials against HPV-related cancers. This is a dangerous class of cancers affecting women, and connected to the human papillomavirus. The company initiated trials for HB-201 and HB-202 late last year. Data release this past May showed acceptable safety and tolerability factors. In June, Hookipa released data on HB-200, another of its anti-cancer drug candidates. The candidate showed only 18% overall response rate – but showed antigen-specific CD8+ T cell responses described as ‘outstanding.’
Despite these ongoing trials and early data, the company’s stock plunged in June. H.C. Wainwright analyst Swayampakula Ramakanth believes the selloff was unwarranted.
“In our view, the sell-off is likely due to the lower than expected efficacy data from the cohort receiving HB-202/HB-201 alternating treatment…. However, we believe it is premature to make the call. First, all eight patients enrolled in HB-202/HB-201 cohort to date remain on the treatment, and only four of them are evaluable for efficacy, of whom, one patient achieved target tumor shrinkage of nearly 20%. Additionally, preliminary data on antigen-specific CD8+ T cells are consistent with the preclinical data. Finally, the company is still escalating the dose level for HB-202/ HB-201, and there were no dose-limiting toxicities and no Grade ≥3 treatment-related adverse events observed,” Ramakanth noted.
The analyst summed up, “Taken together, we believe HB-202/HB-201 alternating treatment still holds the potential to deliver stronger efficacy compared to HB-201 monotherapy, and the recent sell-off creates an attractive entry point for long-term investors.”
In line with these comments, the analyst rates HOOK a Buy, and his $21 price target implies a one-year upside potential of ~181%. (To watch Ramakanth’s track record, click here)
That Wall Street likes this stock is clear from the unanimous Strong Buy consensus rating. That consensus is built on 4 recent Buy reviews, which is good news for HOOK. The share are priced at $7.48 and their $23.33 average price target implies ~212%.
https://www.tipranks.com/news/article/3-strong-buy-stocks-trading-at-rock-bottom-prices-2/
There Isn't A Bitcoin ETF Yet, But This New Crypto Mining ETF Offers An Alternative
The ETF began trading this week and has the following holdings as of July 21. The fund is actively managed, meaning the holdings can change on a daily basis, instead of a quarterly rebalance, which is common among ETFs.
https://finance.yahoo.com/news/isnt-bitcoin-etf-yet-crypto-211042744.html
Marathon Digital Holdings (NASDAQ: MARA): 10.8% of assets
Bitfarms (NASDAQ: BITF): 9.4%
Hut 8 Mining (NASDAQ: HUT): 9.4%
Samsung Electronic: 7.6%
NVIDIA Corporation (NASDAQ: NVDA): 6.2%
DMG Blockchain Solutions (OTC: DMGGF): 4.4%
Riot Blockchain (NASDAQ: RIOT): 4.4%
Hive Blockchain Technologies (NASDAQ: HVBT): 4.4%
Cleanspark (NASDAQ: CLSK): 4.4%
Advanced Micro Devices (NASDAQ: AMD): 4.3%
Argo Blockchain (OTC: ARBKF): 4.2%
Taiwan Semiconductor (NASDAQ: TSM): 4.2%
MLP Monthly Report: July 2021
Jul. 22, 2021 3:20 AM ETEPD, ICE, MLPA...2 Likes
Summary
Midstream MLPs, as measured by the Solactive MLP Infrastructure Index, increased 4.44% last month. The index has increased by 61.94% since last June.
The Enterprise Value to EBITDA ratio (EV-to-EBITDA), which seeks to provide more color on the valuations of MLPs, increased by 1.16% last month.
The Baker Hughes Rig Count increased to 479 rigs, increasing by 4 rigs from last month’s count of 475 rigs. US production of crude oil increased to 11.100 mb/d in the last week of June compared to May levels of 10.800 mb/d.
https://seekingalpha.com/article/4440529-mlp-monthly-report-july-2021
Midstream/MLPs: Cutting Through The Noise
Jul. 21, 2021 8:00 AM ET
https://seekingalpha.com/article/4440301-midstream-mlp-cutting-through-the-noise
Todays video:
https://www.thebword.org/c/track-1-demystifying-bitcoin
Demystifying Bitcoin
NEXT
Available at 9am PDT
Session 1:
Debunking "Bitcoin Wastes Energy"
Session 2:
Debunking "Bitcoin Faciltates Criminal Activity"
Session 3:
Debunking "Bitcoin is Unscalable"
Session 4:
Debunking "Bitcoin Ownership is Concentrated"
Session 5:
Debunking "Bitcoin Can Be Displaced Easily"
Twelve years into its creation, Bitcoin is just beginning to gain institutional acceptance. To encourage adoption, education is key. In this track, we aim to correct mainstream narratives about Bitcoin, debunk the most common Bitcoin myths, and offer insights and real-world experiences on its various benefit.
I`m right along with his buy side so only added small amts. of boatload today. Actually the boat was a small canoe......
?? No problem
hobowilly
15,000 ea. in 2 acct`s already had GTC open buy orders that went through before I was able to get to the computer. Had to pull a double shift so missed the lower end of the days trading. Opened new lower GTC buy orders in both acct.s so if it continues lower i`m covered.
Have not added to my Bitcoin or Bitcoin cash acct.s as i`m letting Bitfarms pull the weight for me.
Picked up a boatload this morning @$3.50.
https://finance.yahoo.com/news/bitfarms-provides-bitcoin-production-110000581.html