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From Bigger: "@DeejayMajk Stay Tuned!"
@@DeejayMajk Stay Tuned!
— Michael Bigger (@biggercapital) May 10, 2022
He still owns 4% of the company. Enough to make a dent if Ostendo goes public and the stock takes off. Smart move to take profits out. Stock absorbed the sales well IMO
Bigger took profits on a little over half. Kept 4% of the company. Smart move to take some risk off the table and leave the rest for when it goes higher. its going higher.
What's the play here? Are they just building out greenhouses to rent to cannabis companies? What's the risk here? Aren't these cannabis companies all losing money?
Is the upside that they can rent these out for more than a traditional property on a per square foot basis?
Compare CVSI with CWBHF on Alexa.com:
Check out the 90 day trend in bottom right for each...
https://www.alexa.com/siteinfo/charlottesweb.com
https://www.alexa.com/siteinfo/pluscbdoil.com
This one is going much much higher. $25 Billion addressable market between soy, wheat, and hemp and they have a better technology than the big dogs.
"HB4 is the world's first approved drought-resistant soybean. No major seed company (Monsanto, Dow Chemical, etc) has produced this."
I see a multi bagger here over the next year. Buyout likely.
Getting VERY CLOSE to a buy signal. Just about every long has thrown in the towel.
3 catalysts could spark a huge rally:
(1) China approval of HB4 imports
(2) Partnerships with larger distributors or CPGs in wheat or hemp.
(3) Creation of new THC free strain of hemp.
#1 or #3 moves this stock up at least 100% on the day.
#2 moves it up 30 to 50% depending on who the partner is.
how sure are we that they aren't in the weed business after this lol
oh well, wait for tomorrow i guess.
what the heck. These guys high or something?
Did anyone see this?
This is $cvsi here in Colorado pic.twitter.com/XR7orCUnX1
— Hidden Small Caps (Mike) (@hiddensmallcaps) March 27, 2019
Full disclosure: I'm long both.
However, CW is 3X larger market cap so you have to keep all of this info in mind.
CVSI is the best play here. CURLF has a $4 Billion market cap. CWBHF has a $1.8B market cap. CVSI is $600M and it does the same revs and earnings as CWBHF.
CWBHF has name brand recognition but their market share isn't that much higher. I like both but CVSI is the better play in my opinion. DYDD
$20B annual sales in 5 years
Market leader at 15% market share
25 - 30% net margins
30 multiple on earnings
$20B x 15%= $3B
$3B Revs x 25% margins = $750M Income
$750M x 30 = $22.5 Billion
Currently at $2B or so...11X potential.
That was easy :) Sold today
I'm not concerned.
Risk / reward here is too great. Announce a BW deal it goes up to $8+
So you think the PR from late March was bogus? Seems like an odd thing to do considering they haven't done this in the past 20 years its been public.
Right at these prices I think you can do just fine given its below cash.
Catalysts:
(1) Ballast deal - one deal pops it 50-75%; more than one deal and it probably goes to the double digits
(2) Smart acquisition - What if they make a deal to get into EV charging stations like BLNK? Something like that is always possible
(3) Dividend - I think this is likely given how old T.C. is now
I've followed this for 10 years myself...first time I've bought into it after they halted it twice and it gapped down. I think price has a memory and it fills those gaps from the halts.
hehe ok whatever you say...
i bought after the halts. will sell on the next pop when they get some ballast deals or a dividend to help T.C. live out his retirement with ease. He needs more money so he can tweet all day long and not work.
It’s going to $30
Trading below cash. Major catalyst ahead
http://www.twitlonger.com/show/n_1sqh8r4
It doesn't take a genius to figure out you are Jennifer
MGTI should do well tomorrow with Bitcoin down a ton.
Maybe McAfee will come back for you.
MGTI: -9%
AIPT: +6%
WINNING
Did you delete my message? Weird that it got deleted because I called you out.
Its weird to me that everything you say is LMAO. WTF LOL.
Keep doubting what they're saying publicly. I'm guessing you think they also didn't do 6 units in early January right?
What's your take on the tripling of revenues per consumable?
10X units sold in 2018 vs 2017
3X revenues per unit in the past 12 months
International sales just getting started
Just did financing
Saltiness level from shorts at all time highs
Deadly combo for higher prices.
you should be buying today. Time stamp this if you want.
I predict $3 this year at some point.
Stay salty my friend.
So disgruntled. Love it.
Keep ignoring the progress in recurring revs and sales. Keep ignoring those new international markets. Keep ignore the distribution deals.
When they announce 100+ sales in International I can't wait to see you squirm.
You permabears wouldn't even acknowledge good news if it hit you in the face. The facts have changed.
Revenues per consumables:
$395 in Q4 2016
$1,000 in Q3 2017 (+153%)
Sales:
5 in 1st half 2017
5 in Q4 2017
6 in January 2018
100 in FY 2018. (+900%)
I'll laugh when they announce international sales are ramping and you're still being a permabear.
Huh? I thought this article pretty clearly covered that:
https://seekingalpha.com/article/4143124-precision-therapeutics-unloved-medical-device-company-significant-upside-potential
I know, I know, it's all bogus, yada yada yada.
I think the market is just weak so something like this won't do well while it is. Hard to ignore the increase in sales, though.
Tom Lee recommends MGI. Big deal b/c Tom Lee is one of the most well respected equity analysts in the market.
https://www.barrons.com/articles/12-ways-to-play-bitcoinwithout-buying-bitcoin-1512747537
Thomas Lee, bitcoin bull and managing partner of Fundstrat, published a note Friday morning highlighting 12 stocks that benefit from bitcoin gains, transaction activity, and mining. An equal-weighted basket of these stocks is up 135% year-to-date, writes Lee. Of course, that's nowhere near the 1,685% appreciation of bitcoin.
Among names that stand to gain the most from bitcoin price moves is Bitcoin Investment Trust (GBTC), which is down about 6% so far this morning, according to Morningstar. Others include mining companies that authenticate transactions, maintaining network security via computing power. Of those, he likes MGT Capital Investments (MGTI), a miner owned by McAfee based in Washington that is apparently leasing farmers' utility rights to get power at wholesale cost. "With 5,000 rigs, MGT Capital will be a major miner," says Lee.
Boom - Tom Lee recommends MGTI
https://blogs.wsj.com/moneybeat/2017/12/08/a-stock-pickers-guide-to-playing-bitcoin/?mod=e2tw
This is a very big deal
Wow Tom Lee (Fundstrat) recommended MGTI.
He's pretty much the only big name equity strategist to accurately call the rise in Bitcoin. He recently left JP Morgan to start his own firm.
https://www.cnbc.com/2017/12/08/tom-lee-buy-these-stocks-to-ride-the-bitcoin-fever.html
Just curious, If McAfee thinks BTC goes to $1M then why aren't they holding any mined coins?
ODFL has the best margins. Given the issues that still lie ahead for YRCW with the pensions / teamsters etc I think it's safe to be conservative. At the same p/s as ABFS it's a double from here. Still not too shabby at all. Longer term it could rise higher but it's always good to take it one step at a time.
only minor adjustment i would make is the make whole premiums have been paid out in shares and that's equivalent to the annual interest rate or 10% of the shares convertible on the notes every year.
So there are about 14 million shares left from convertible notes and about 1.4 million per year of make whole premiums. they should be converted in full by end of 2014 so i'm estimating 14 + 1.4 + 1.4 = 16.8 million.
share count was 9.2 million in mid Feb so that would make it a total of 26 million shares. 26 x 19.2 = $499,200,000 market cap currently. divided by revenues of $4.8 Billion = 0.104 price to sales. ABFS is around 0.19 - 0.20 i think now.
I was originally thinking YRCW would get to $40 in 2014 based on a price to sales of 0.20. they will probably have a discount to the industry avg because there is still the threat of giving back some of the concessions when they have to renegotiate with the IBT after the contract expires. so still a double from here.
You have to take into account the fully diluted share count which after the equity premiums associated with the notes should be around 24-25 million. So 24-25 x 19.22 = $461 to $480 million or about 0.09 to 0.10 times sales.
what the heck? Bob please don't tell me you're not griping!?!
Just kidding. YRCW is a beast! Should go to $30-40 by next year.
still waiting for underhill's rant! if this dips to $12 I guarantee we will hear it.
http://finance.yahoo.com/news/yrc-worldwide-comments-abf-combination-140500093.html
Anyone have any insight on how this could have even been possible given debt covenants and what not?
I guess if the union is a large debt holder then they would back it regardless of the cash crunch it would cause??? If ABFS got the same deal that YRCW got by merging then ABFS would have been hugely profitable. Now that ABFS got a deal with the union separately and is continuing to operate independently wouldn't that hurt YRCW a little? Just thinking out loud here.