Stock Market - I don’t know if I am a good defender |
- I don’t know if I am a good defender
- To be successful in Stock Market you need Stomach not brain: Peter Lynch
- Ceo:Aterian takes its fiduciary role seriously--we hired a third party firm to investigate illegal naked short selling in our stock. #stopnakedshorting
- Tesla barely sells 10% of EV's in the advanced EV markets of China and Europe, where 1 in 5 cars sales are EV's (US 1 in 30)
- Harmonychain in-depth analysis
- 【Pre-market Analysis】November 22th
- CAN HUYA RISE TO ITS POTENTIAL?
- $BRTX - A biotech company from OTC that emerges from Bankruptcy recently went to NASDAQ in a year, fully funded and has initiated a CRO for PHASE 2! Low float and market cap lots of room to grow.
- How to complement a long term NVDA hold while staying tech focused?
- Bag Holding Funds or Opportunities?
- WPP - The Rise of the Giant
- Bogdanoff pumps Harmonychain
- Trade Research Site
- Is this correct? I'm geniuely asking, as it seems wrong
| I don’t know if I am a good defender Posted: 21 Nov 2021 06:05 AM PST
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| To be successful in Stock Market you need Stomach not brain: Peter Lynch Posted: 21 Nov 2021 06:42 PM PST
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| Posted: 21 Nov 2021 09:42 AM PST
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| Posted: 21 Nov 2021 07:26 PM PST Whilst Tesla dominates US EV sales (it has fallen to around 66% first half) where EV sales might be 3% of car sales this year, Tesla is presently selling around 7% of EV's in Europe and 9% in China, where EV sells will be a staggering 1 in 5 cars sales. Whilst the US media narrative is of Tesla dominating EV sales, its share of global EV sales has fallen from as high as 18% to only 14.5% YTD. The reality is companies like VW, Stellantis, BMW, Daimler and Renault all sell more EV's than Tesla in Europe. In China things are a bit distorted by the Hongguang Mini (SAIC-GM-Wuling), but BYD is pushing 100k of EV sales a month. Tesla is so much more than a car company Tesla investors will cry. It needs to be, because if the rapidly maturing EV mkts of China and Europe, where consumers have dozens upon dozens of EV choices, is any indication, Tesla is clearly NOT dominating sales. Yet Tesla utterly dwarfs these companies in value selling 10 times as many EV's than it does net in mature EV mkts. [link] [comments] | ||
| Harmonychain in-depth analysis Posted: 21 Nov 2021 07:01 PM PST Harmonychain (HMONY, ISIN NO0010921299) was listed on Euronext Growth Oslo, in May 2021. First day it was traded in the range 1,77 to 2.40 NOK pr stock. In March 2021 the company Issued 61 million stocks to market for 1.80 NOK pr stock (approx. 0,20 $ per stock). Total number of stocks in Harmonychain is 173 million. This amounts to an issue a bit above 12 mill $ and a marketcap close to 35 mill $. The company still has 10 mill $ of this issued capital in cash. There are no issues with liquidity. Arctic Core: Harmonychain AS, owns 100% two companies. Artic Core AS and Lokotech AS. Artic Core is a Norwegian datacenter company, building up multiple datasenters powered by hydropower in remote locations in Norway. This to both ensure that blockchain validation is run off eco friendly power, but also to take advantage of cheap electricity prices in the more rural regions of Norway. Prices in north of Norway is in average 1/10th as prices in Texas US (a well know mining location). But there are also other large advantages, 98% of all produced power in Norway is hydropower, and temperature outside Norway is naturally very low which makes operation cheaper and effective than compared to 45 degC in US Texas. Norway is also deemed to be one of the more political stable countries in the world which also are attractive for many customers. The integrity of the electric power grid is also deemed to be high. Power outages virtually never happens. All this stack up to be some of the most attractive mining business plans on the planet. With latest generation of hardware 70 to 250 $/MWh is expected revenue generation. In Norway, all the mentioned factors is not only maximizing profitability by delivering very low operations cost (cooling and power) but also by being ecofriendly (Eco Blockchains). Cost of running a 1 MWh mining (effieicnet farm) could be as much as 125 $/kWh to150 $/MWh (12 cent pr kWh). Some of the larger farms in Texas get lower power prices by signing agreements to shut down mining rigs as soon as they are asked to from grid company. Power prices can be as low as 4 cent in these agreements. This does however impact efficiency and revenue and will of course reduce profitability for that reason as mining equipment is expensive to have on shelf without being in operation. In Northern Norway cost is likely to be no more than 25 $/MWh. In other words where a West Texas farm (24 h operation) with 200 $ revenue/MWh and perhaps 50 $/MWh – 75 $/MWh EBITDA/MWh, a northern Norwegian mining farm can have up to 175 $/MWh. Harmonychain announced that they have developed and launched its own proprietary Scryptpool software in October. This makes them a highly attractive company for Collocated Eco Blockchain validation/mining. They are just about to start full scale operation in the next weeks and months (Halden data cenetr opened 16th Nov). Multiple incoming announcements to the market is also expected on new datacenter locations to the north. Right now, they are ramping up their first datacenter in Halden. Their site has large industrial powerlines with Transformators on site feeding power. It is deemed that this site can deliver 100 MW give or take. Halden is a bit further to the south of Norway which probably increases mining cost to approximately 90 $/MWh. Still, profit can be as high as 110 $/MWh. With 97% operations stability this amounts to an EBITDA of 256 000 $/day or almost 93 million $ pr year. Depreciation over 2 years would turn this into an EBIT of approximately 64 million $ if all equipment is new. This is the Halden datacenter alone. If you just add 1 datacenter (100 MW) in the North (Kautokeino) with operations stability 97% and 175 $/MWh, Artic core would in total have EBITDA that equals 660 000$/day. This is close to 240 million $ per year. Today Harmonychains marketcap is 17 million $. Harmonychains business model for Arctic Core is however not only to invest and mine krypto for their own revenue stream. They intend also to sell collocated server services and mining pools where harmonychains reward will be Royalty (could be as much as 30% og reward). This basically means that the investments and revenue for Harmonychain in practice will be lower for the two scenarios mentioned above, but EBIT could be much closer to EBITDA as depreciation and invested capital with this model is much lower. Regardless of errors one can imagine in the given estimates, even if EBIT come in at only 50% of 240 million $ per year (which is 120 million $ per year), this holds a massive promise for a company only valuated to 17 million $. Harmonychain with an EBIT or EAT at close to 120 million $ would have an forward P/E of 0,15 the way harmonychain is priced now. I have concluded that norwegian investors are lacking knowledge of the Blockchain industry, and that this is probably the most likely cause of the market not having priced Harmonychain higher. Foreign investors have either not learned to know that harmonychain exist as the company was just listed 6 months back, or are not familiar with the hydropower situation in Norway (check northpool) Lokotech:: The second company Harmonychain owns (100%) is Lokotech. Lokotech is the most known part of Harmonychains business. Lokotech has developed a design and a circuit model for an Scrypt ASIC (supercomputer specifically developed to mine crypto) which they call the Bulldozer. This ASIC has 4 times as efficient hash/Joule rate as the latest Bitmain ASIC for Scrypt mining (the L7). This has raised many eyebrows. Bitmain is a massive Chinese company valuated to more than 100 Billion $. How likely is it that a 17 million $ challenger from Norway can win against Bitmain on the Scryptcoin market? The design simulations are very promising so fare. CEO recently presented that their chip can do 10 to 15 MHash/Joule which is almost 4 time as energy effective compared to the Bitmains best model that was just launched. But few of Norways old shipping and oil industry investors know what hashrate is. The news of 10 to 15 MH/ Joule have not moved Harmonychains value. Lokotech sends Wafer to production in March. If they pull off this design and production, they estimate that they can sell each Bulldozer ASIC for approximately 10 000 $ per unit. Production cost is likely to be approximately 2000 $. Harmonychain have guided that they want to sell at least 60 000 units pr year. This alone would be a revenue stream of 600 million $ pr year. Harmonychain market cap is 17 mill $. Chance of success: Arctic Core has very high chance of success. The Scryptpool software is already in alpha testing. The Halden datacenter is already in operation and has by statements of the CEO already mining activity. Due to this it seems like the company have much of the technology and resources to make Arctic Core happen. When it comes to the datacenters to the North there is normal regulation work to be done before these centers can be started. There will always be some risk associated with that. But there are many counties in Northern Norway that are both cold and have extremely low cost/kWh. Its likely that they will get approval for more centers somewhere in the north. There is an ongoing application process in the small town Kautokeino. But it has been mentioned that there are also other initiatives ongoing. Lokotech AS, are doing hardware engineering of extremely complex nature. It's hard to know if the prototype they will receive after Wafer production in May 2022 will deliver fully as expected. But normally when a world class hardware engineer program and convert code to circuits for chip manufacturing this should work. It's a standard process, that definitely have been done before. There are speculations among Harmonychain investors that the new chip Lokotech is designing is based on FinFet technology as opposed to MosFet. A few thinks this can be the reason for the drastic reduction in power consumption on Lokotechs chip for Scrypt mining. In other words, it could be that they are on to something than can become a success. In Summary: Both Artic Core and Lokotech has the potential to increase Harmonychains market cap and stock price 10 to 100 times if they have success. Harmonychain is currently priced lower than when listed on Euronext Growth Oslo. The reason for this is most likely due to the krypto crash in May/June as well as Harmonychain announced temporarily in June that they had some trouble with the effectivity of the chip. However, 16th of August Harmonychain announced that they were back on track and this time with even higher MHash/Joule than earlier. But Norwegian investors did not reward Harmonychain with a correction back to previous heights. The stock is still at 50% discount compared to listing price. Company marketcap is 17 mill $, with close to 10 mill $ in cash. Cash burn rate has so fare in 2021 been close to 300 000 $ pr quarter. In summary risk to the low side seem acceptable, while there is an massive upside potential that the market just seem to ignore. This could be due to the typical Norwegian investor know very little about crypto. This could however be a huge opportunity for investors knowing more about this type of business. Triggers:
Disclaimer: This is my own consideration of Harmonychain and why this case could be a 10 to 100 gainer. The company is priced extremely low when considering my own simplistic EBIT estimates for the future. But be aware of that there might be errors. If others want to invest, they should also themselves look into this company. I am interested in feedback on my work. [link] [comments] | ||
| 【Pre-market Analysis】November 22th Posted: 22 Nov 2021 01:59 AM PST The market diverged greatly last week with scattered hot stocks. Individual stocks performed quite differently on earnings reports, more losers than gainers. Among the four major stock indexes, two of them rose while the other two declined. As the global COVID-19 infections resurged, the VIX climbed back to 18, and the market depth was not in favor of buyers, who are becoming prudent. Besides, this week has a long weekend due to the Thanksgiving holiday, during which time the market will be closed and highly likely to see bumpy moves in disorder at the highs. Therefore, mid-to long-term investors can enjoy the holiday at ease, and day traders can continue to focus on swing trading opportunities of strong stocks. [link] [comments] | ||
| CAN HUYA RISE TO ITS POTENTIAL? Posted: 22 Nov 2021 12:40 AM PST HUYA Inc. operates game live streaming platforms in the People's Republic of China through its subsidiaries. During live streaming, its platforms allow broadcasters and spectators to communicate. Other entertainment genres covered by the company's live-streaming material include talent shows, anime, outdoor activities, live conversations, online theatre, and other genres. Nimo TV, a game live streaming platform primarily in Southeast Asia, the Middle East, and Latin America, is also run by the company. Online advertising, software development, internet value-added, and cultural and creative services are also provided by the company. As of December 31, 2020, its live streaming content covered approximately 4,000 games. The company was founded in 2014 and is headquartered in Guangzhou, the People's Republic of China. HUYA Inc. is a subsidiary of Tencent Holdings Limited. The company's five-year monthly beta was 0.75, while its trailing 12-month P/E ratio was 12.80. The stock attained a 52-week high of $36.33 and a 52-week low of $7.52, according to the 52-week price action. In the last month, the stock has gained 5.76 percent in value. In terms of technical analysis, indicators suggest that HUYA has a short-term prognosis of Hold. Looking at the stock's medium-term indications, we can see that it is presently averaging as a 50% Sell, while the stock's long-term indicators are currently averaging as a 100% Sell. Based on this estimate, we see that the current price is roughly -369.42% off the estimated low and -1442.3% off the forecast high. Investors will no doubt be excited to see the share price fall to $64.70, which is the median consensus price, and at that level, HUYA would be -577.49% from the current price. [link] [comments] | ||
| Posted: 21 Nov 2021 11:30 AM PST
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| How to complement a long term NVDA hold while staying tech focused? Posted: 21 Nov 2021 04:35 AM PST A couple of years ago I invested several grand in NVDA on a strong hunch. I earn my daily dollar by developing artificial intelligence solutions for businesses so that explains the hunch, but I know very little about stock investing. I think it's fair to say I got lucky. And now I feel nervous, because the value of my one stock "portfolio" is significant relative to my total savings. What are some ideas for complementary stocks to spread out into? I'd like to try to remain in tech where I actually have a firm grasp of the actual domain, and I definitely want to focus on the long game as I don't have the time/desire to be juggling stocks on the short/mid term. To clarify, I'm not necessarily asking for a totally prescriptive answer like "buy these stocks: ...". Also happy to get general advice in the direction of my query. Thanks! Edit - Many thanks to all for the great tips so far. Lots if wisdom and interesting looking leads in there. [link] [comments] | ||
| Bag Holding Funds or Opportunities? Posted: 21 Nov 2021 04:37 PM PST
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| Posted: 21 Nov 2021 06:19 PM PST
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| Posted: 21 Nov 2021 08:59 AM PST I'm starting a stock/crypto research site and would like some input from people that are forced to go to multiple sites to obtain critical information. At the moment I'm hoping to include the following: - Real Time Filings from SEC - Company Financial Breakdowns - News - Quotes - and a few others things I'd want to wait to share. I'd like to have the above done for tickers traded on both Nasdaq and OTC. As I see a number of sites will focus on one or the other. Forcing you to pay for multiple subscriptions. But I'd be interested in finding out people would like to see or hoops they have to jump thru to get information needed to make decisions in buying or selling. Also, I'm struggling with ideas for the name of the site/app. If ppl could share there thoughts that'd be helpful also. Thank you [link] [comments] | ||
| Is this correct? I'm geniuely asking, as it seems wrong Posted: 21 Nov 2021 08:50 AM PST
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