Stock Market logoStock Market Station

All the stock market news, every minute updated!

03 August 2021
12:59 hour

$STPK, Stem Merger Discussion

Reddit Stocks

28/03/2021 - 05:00

Does any of my fellow $STPK shareholders know when to expect the merger with Stem? I’m long on Stem but how slow this merger is taking is starting concern me. Bare with me I’m fairly new to SPACs so if anyone has any further information on when the merger will go through and Stems future outlook as a company in general feel free to share pls   submitted by   /u/bignut09 [link]   [comments]


READ THE FULL ARTICLE ON REDDIT STOCKS

Related headlines:

  1. STEM INC Completes Business Merge with STPK (Ticker - STEM) (29/04/2021 - Reddit Stocks)
    “MILLBRAE, Calif., April 28, 2021 (GLOBE NEWSWIRE) -- Stem, Inc., a global leader in artificial intelligence (AI)-driven clean energy storage services, announced today that it has completed its previously announced business combination with Star Peak Energy Transition Corp. (“Star Peak”). The transaction was unanimously approved by Star Peak’s Board of Directors and was approved at a special meeting of Star Peak stockholders on April 27, 2021. In connection with the closing, Star Peak changed its name to Stem, Inc. (“Stem” or the “Company”). The ticker symbols for the common stock and warrants of Stem will change from “STPK” and “STPK.WS” to “STEM” and “STEM.WS” and will begin trading as such on the New York Stock Exchange on April 29, 2021.” Link   submitted by   /u/L3G4L_4SS4SSIN [link]   [comments]
    [visit article]
  2. STPK (08/04/2021 - Reddit Stock Market)
    STPK is doing well Hovering with support around $25-$26 for a couple weeks with many ups and downs. It’s a SPAC, so people are selling it when they need the money elsewhere, and it was pumped earlier this year on speculation and high stoke from being on Mad Money. But it’s turning into STEM. Stem is not a SPAC, it is a proven company with 2 years ahead of business already contracted in with big companies from Amazon, Walmart, google, Home Depot, etc. They have contracts for revenue increasing to 100+ billion year over year. They are run by established CEOs who have run very successful and large brands previously. This is far from technical DD, but here is a link for a meeting on the 12th, to talk more about what this company is doing. They are going to be huge in the market of energy storage and green energy as a whole. It will be a booming market and some analysts have put a price point over $100 by year end. I’ve had a variety of positions this year, but STPK(STEM) remains by biggest. https://finance.yahoo.com/news/ipo-edge-host-fireside-chat-120442308.html   submitted by   /u/Futuregymowner [link]   [comments]
    [visit article]
  3. STPK / STEM thoughts? (29/04/2021 - Reddit Stock Market)
    Hi, just wanted to share my thoughts on the company Stem (ticker changing from STPK to STEM on April 29) as I believe it to be a very undervalued stock. Would love to hear both bullish and bearish thoughts on the stock. Below is just some basic info about the stock and some growth oppurtunities I see for it. Star Peak Energy Transition Corp. just completed a merge with Stem and the ticker is changing from STPK to STEM tomorrow (April 29). The merge has not created a catalyst instead the stock has kept declining. (Personally I think it is from the whole death to the SPACS wave atm in the stock market.) The stock closed at 26.21 which I still believe is very undervalued for this stock. The company has no debt, has around ~525 million cash, and are expected to four fold their 2020 earnings. I believe this stock can grow significintly over the coming years. ​ ​ (Source: Stem inc. Investor Deck) Above is a graph projecting earnings growth up until 2026. Even if this stock is bearish shorterm, I believe it to be a very good play longterm. With the growing green energy industry and the usability of the product in this vast market, I think the stock is a very good bullish play long term. Brief description of product from stem: "Stem delivers and operates smart battery storage solutions that maximize renewable energy generation and help build a cleaner, more resilient grid. Our customers include Fortune 500 companies, project developers, utilities and independent power producers. Stem’s market-leading Athena software helps lower energy costs and solve renewable intermittency across the world’s largest network of distributed energy storage systems" - Stem. No other publicly traded companies offer this type of service. With the shift to green energy the market for this product should continue to expand vastly. Therefore I find this stock to be extremely bullish as they have a great balance sheet, are on track with their predicted future earnings, and develop a unique product that can serve an important role in a 1.2 trillion dollar market.   submitted by   /u/Constant-Ratio4393 [link]   [comments]
    [visit article]
  4. Some basic DD on stem energy (14/02/2021 - Reddit Stock Market)
    Stem energy - current ticker symbol is $STPK but is merging to become stem energy in the near future. Merger was announced in December 2020. - By combining advanced energy storage solutions with a world-class artificial intelligence powered analytics platform, Stem enables customers and partners to optimize energy use by automatically switching between battery power, onsite generation and grid power - Energy storage markets are expected to grow thirteenfold to 158 GWh by 2024. - U.S. energy storage will be a $4.5 billion market in 2023. - the company updated investors about its backlog of orders. Back in December, when the deal was struck, Stem listed $145 million as its backlog for 2020. The new figure for 2021 was $200 million as of Jan. 17. - The company expects to increase sales from about $33 million in 2020 to $147 million in 2021. - At about $30, Stem stock is valued at about $4 billion based on the 135.4 million shares that will be outstanding after the deal closes, so the market cap is still relatively low. - citron gave this stock a $100 price target. - The main focus of the company is the software side, however they do supply a network of batteries and storage solutions. - They only really operate in industrial places over residential applications. will be implemented by instead of having a flow of energy directly from the power station to sub stations and then homes they will put the power from the source into batteries and then continue the chain from there. Meaning that if one of the power sources goes down the batteries can be used to supply the energy until the station is up and running again. - (downside) they are so heavily focused on the software that they fail to mention hardware. This is probably because they don’t actually supply their own. - They buy the hardware in from industry leading companies. This could be both a good thing and a bad thing. A good thing is that they will not be limited by their own production and could buy more from other places if they received a large order. The downside to this however is that they could un into issues if there are production problems or delays that are out of their hands, or quality issues from the company they have bought from. - This company was started in 2009. - Current projects are heavily within California but includes stadiums and hotels. -10% margin on hardware but 80% margin on software. - They now have a section of the company called stem university which trains individuals on how to sell the stem products. - They are partnered with two of the largest solar equipment distributors in the US. - They have secured 100% of their 2021 revenue through contacts coming up. This is good for security of business but could be priced into the stock price and carries the risk of over promising.   submitted by   /u/Sparko6488 [link]   [comments]
    [visit article]
  5. International Women’s Day: Bridging the Gender Gap in STEM Careers (08/03/2021 - Financial Express)
    India may have the highest share of women graduates in STEM at 43% globally but their proportion in STEM careers is barely 14% that underscores the need for affirmative action in this regard.
    [visit article]
  6. STPK DD (The best energy play of 2021) (03/03/2021 - Reddit Stocks)
    Company Summary STPK, soon to be be know as STEM, is an energy storage company that offers integrated battery storage systems, network integration and battery optimization via AI-driven software. This is my favorite clean energy play of 2021 and the only one I’m invested in (fuck you ICLN). Let’s get into the opportunities, strengths, and risks. ​ Opportunity Large Addressable Market -$1.2 trillion TAM -Battery storage capacity expected to increase by 25x by 2030 https://imgur.com/pD0KZae Strong Macro Tailwind -Biden expected to spend $2 trillion on green revolution -California already mandated all new vehicles must be carbon free by 2035, and the whole power grid carbon neutral by 2045 -Situation in Texas has shown the importance for efficient energy storage ​ Strengths Solid Leadership -CEO grew last business revenue from $250 million to more than $2 billion over several years, and was CMO at GE -CFO helped Borrego Solar Systems achieve 10 times growth and profitability over 7 years Strong Revenue Growth and Balance Sheet -Revenue expected to grow over 2000% in the next 5 years at an 51% compounded annual growth rate (CAGR) - Over 500 million in cash, positive cash flow -Gross margin expected to grow from 18% to 41% in next 5 years https://imgur.com/mMr0iAO https://imgur.com/Khc1YYs Market Leading Tech -AI optimized energy distribution and storage results in 10-30% energy savings - 24 Patents -75% market share in California, largest worldwide distributor -"10 Year Head Start" according to CTO -Amazing customer base including Amazon, Apple, Facebook, Google, Walmart, and others https://imgur.com/6XfMTHp Comparatively Undervalued -Market cap of about $4 billion (1.5 billion according to google?), compared to QuantumScape at over 20 billion and ChargePoint at about 9 billion, despite much larger TAM and revenue growth -Assuming revenues grow as expected and reach approx. 1 bill by 2025, a pretty conservative 20x PE multiple would put the stock at $143. ​ Risks -I fully expect Tesla to overtake STEM in the energy department. As Chamath has said, TSLA is becoming a distributed energy business, and an extremely potent one at that. The possibilities of Tesla creating a fully integrated home energy system along with storage, distribution, and of course their car will definitely be a challenge for STEM, and I view them as their main competition in this area. However, Tesla is sitting on a market cap of 650B and I’m already invested in them. Ha https://imgur.com/CBjbo6H ​ Conclusion STPK is currently trading at $32, down from a high of $50. I have about 100 shares right now, but expect a dip after the merge is complete. If it dips under $30 I will be adding more shares. Jim Cramer and Citron recently talked about STPK (yes my 2 favourite people of course) and they really liked it. I personally think this will be over $50 by EOY. This is my first ever DD so please let me know how I can improve and how much I suck. Thanks!   submitted by   /u/Spitzly [link]   [comments]
    [visit article]
  7. What 3 stocks would you pick if you had to pick 3 and throw the password away for 10 years? (01/03/2021 - Reddit Stocks)
    My picks would be : NVDA, SQ, and STPK as my long shot. I think there could be some smaller stocks that obviously grow more but as far as established investments I think Nvidia will be in basically every single sector using some sort of tech and AI. SQ could be the future of our entire finance, and STPK is a green tech pick that has huge potential in a up and coming industry. I like genomics too but not sure which one I’d pick Honorable mentions for me : CRSP, TDOC, and BEAM.   submitted by   /u/bignut09 [link]   [comments]
    [visit article]
  8. STEM for growth (07/03/2021 - Financial Express)
    Move children, especially, girls to STEM-based careers
    [visit article]
  9. Full DD on CLSK and why I think it'll do better than STPK and RIOT (21/02/2021 - Reddit Stock Market)
    So, I recorded a full DD on CLSK and why I think it'll do better than STPK and RIOT, link can be found here: https://youtu.be/MLyfJgaESyU Feel free to subscribe for more research in the future! Here's my written DD of it: General information about the company: So here’s some general information about CleanSpark, The Company provides advanced energy software and control technology that allows energy users to obtain resiliency and economic optimization. Their software is uniquely capable of enabling a microgrid to be scaled to the user's specific needs and can be widely implemented across residential, commercial, industrial, military, agricultural and municipal deployments. What are the Company’s primary markets? https://www.cleanspark.com/about So let’s go ahead and talk about their primary markets. If we go to their about page, we see that they sell energy controllers, microgrid modeling software, they operate a bitcoin mining and data center and provide consulting services to other businesses. So essentially, their primary markets are clean energy and bitcoin mining. One thing not on their about page but if you go to their products on the website, you’ll see that they are actually in a direct-to-consumer business now as well. This is one of the upcoming catalysts that I think will really help CLSK grow in revenue as people in general may see a need for backup electricity. Due to the Texas electricity outages, they released a micro grid product as of February 18th that will be sold to homeowners so they can have backup electricity at all times. They’re expecting to begin taking pre-orders for both stand-alone controls and fully integrated solutions in April, with installations coming in the summer. In an interview that I’ll be talking about shortly, CEO Zach Bradford said they currently have alot of interest from people with 5-10k square feet homes that they’re taking orders for currently and will be taking smaller pre-orders in April.. Financials Another reason why I’m super bullish on CLSK and think it’s a better investment then STEM/STPK is their bitcoin mining aspect of the business. There’s been a few bitcoin stocks that have been surging in price such as SOS, RIOT, and MARA, and I think CLSK is very undervalued and honestly surprised it didn’t surge with the other bitcoin stocks and I think it will be recognized as a huge player in the Bitcoin space soon. On February 18th, there was an interview with the CEO Zach Bradford released talking about CLSK’s financials, bitcoin, energy business, and their future plans. https://www.proactiveinvestors.com/companies/news/941741/cleanspark-launches-its-mvoult-residential-energy-management-solution-updates-on-bitcoin-mining-941741.html They gave an update in this interview regarding financials and the bitcoin aspect of their business, they reported 2.3mil dollars in revenues for Q4 2020 which is above the 920k revenues for the same period last year Q4 2019. He stated that 1.2 mil dollars of revenue came from the energy business and 700k came from bitcoin revenue for only 21 days of mining. I think this will definitely outpace their energy revenues and I’m excited for Q1 2021 earnings as they’ll have been mining for all 90 days of it. They’re expecting to have substantially better results in the next 3 quarters. They are expecting by mid summer 2021 to have 1.3exa hash rate which is 4x greater than they have right now and even greater than what RIOT blockchain has which is at 1.06 exa hashes and they’ve also mined 100 bitcoins after only 69 days in the bitcoin mining business. They’re actually installing more mining units right now. And by this upcoming Monday, February 22 they expect to be at 315 PH/s and will grow from there- currently, they are mining a bit more than $100k in bitcoin per day at a price of about $52,000/bitcoin. He also stated that they have a 89% profit margin on their mining operation. Who are their competitors and how do they stack up against them? So going back to the comparison with STPK or STEM, here’s some points I wanted to talk about that I found in a reddit article: https://www.reddit.com/r/CleanSpark/comments/llq5cp/discussion_stpk/ STPK is a SPAC that still needs to officialize their merger with STEM. This could be either a positive or negative catalyst. CLSK on the other hand is already a public company by themselves. If the SPAC merger does go through, this means STEM will IPO and there’s PIPE investors that can’t sell shares until a specific number of days after the merger completes. PIPE investors are basically private investors who bought STEM stock prior to the IPO. The waiting period for selling can be anywhere between 1-6 months and sometimes up to a year. https://www.stem.com/investors/ Currently, if we look at the stem investors page, we can see that $225 million worth of shares were sold to PIPE investors at a cost of $10 per share. Some large institutional investors bought into STEM which is a good sign for them. Apart from PIPE investors are the actual employees too, they may have bought some stocks at a discounted price, and have the same limitations of having to wait 1-6 months to a year to sell. Going back to the reddit thread, The main difference between their tech is what inputs and outputs each companies AI can deal with. You guys can read this for yourself, but basically it looks in the software side, that CLSK has an edge in terms of what their software can do as well CLSK has more use cases for their software compared to STPK. The bad https://www.reddit.com/r/CleanSpark/comments/lgyiv3/this_is_minor_stuff_with_the_lawsuit_right/ So we’ve talked alot about the good side of CLSK, but here’s something you may want to keep in mind. There’s been a short report from Culper Research which has made an impact on CLSK’s price driving it down for quite awhile. There’s also been many lawsuits coming from ambulance chasing firms trying to scare investors into buying their services. There’s this reddit thread that basically explains reasons why you shouldn’t be worried and I agree with it, here’s some points that the post stated why we shouldn’t worry about the lawsuits and short reports: Again, feel free to read it for yourself, but basically it’s just ambulance chasing firms trying to scare investors into buying their services, and so many firms are trying to get in on this one lawsuit from one guy who bought 2k shares at $40 and sold at a loss at $35 and to only contact them if you have over 100k in losses. The actual short report is also full of lies and BS, I took a short glance at it, and they were basically saying MARA didn’t acquire a mining company named FastBlock because they weren’t profitable but CLSK did. Turns out they acquired a different company named ATL Data Centers. That’s just one instance, but if you dived into the report, you’d see it’s BS mainly, and Culper Research has failed 7 out of their 8 short attempts including one on BLNK which has more 10x’d since their short report. So overall, I think CLSK is a really good buy and hold for this upcoming year, and I think this is just the beginning.   submitted by   /u/xenun13 [link]   [comments]
    [visit article]
  10. Stem Inc ($STPK) DD (20/04/2021 - Reddit Stocks)
    Stem Inc - Due Diligence Stem Inc (ticker STPK) was established in 2009 and is a provider of battery storage and AI optimisation software to Utilities and Large Corporates (including Amazon, Facebook and UPS) in the US, Canada and Japan. Total Addressable Market and Market Position Stem is the market leader in the fast-growing energy storage market. Wood Mackenzie forecast a Total Addressable Market for energy storage of $1.2 trillion by 2050, and for the battery storage market to increase by 25x by 2030. The size of Stem’s market is rapidly expanding due to: The declining cost of batteries, driving increased adoption. This is already happening with Electric Vehicle batteries, and the same economies of scale are benefiting Stem. Batteries are now increasingly being installed with solar and wind to reduce their intermittency Stem is expecting to see the introduction of a standalone investment tax credit in the US for clean energy storage, allowing storage to be eligible for tax concessions (matching the concessions available to solar & wind). This is expected to open up a variety of new markets in the US. The Biden administration has proposed a $100 billion investment to transform the energy grid, putting the US on a path to achieving 100% carbon free electricity. Batteries and smart software are required to manage renewable’s intermittency. Broader Clean Energy / ESG mandate from large corporates and governments worldwide. There will be plenty of macro catalysts for Stem in the coming years Stem is the market leader with 75% market share in the Californian battery storage market (larger than their next 4 competitors combined), with California being the largest market in the US. Stem has a first mover advantage, as they’re already operating with over 40 utilities, 5 grid operators, for a cumulative total of more than 20 million run-time hours. This is the equivalent to Stem already operating 12 gas peaker plants (1 GWH). Stem sources batteries from Tier 1 manufacturers, including LG, Tesla and Samsung. They are one of the largest purchasers of utility grade batteries in the US, and are agnostic on who’s batteries they install – their software can attach to nearly any battery. In terms of their supplier’s bargaining power, they see Tesla as operating in a different market to them. Tesla is seen as doing much larger projects, such as the Australian ‘Big Battery’. They also see Tesla as primarily a manufacturer, who’s trying to scale their output (similar to how Foxconn is a manufacturer to Apple). They’re also not dependent upon Tesla batteries, as they can switch to other suppliers. Interestingly, they believe they introduced Tesla to the Japanese market! Stem’s Competitive Advantage – Athena AI Essentially Stem’s business model is supplying and installing a Battery and AI Software bundle. Stem’s AI software, called Athena, is their competitive advantage over other battery providers. Athena is a propriety, patented, AI optimisation software which Stem bundle with battery installation. Athena analyses large data sets (over 700,000 data points per second) in real time to optimise electricity flows. It takes into account energy prices, grid dynamics, weather, and customer usage patterns to lower their electricity costs by up to 30%. It does this, by example, by taking advantage of electricity price fluctuations. Very simply, Athena will instruct batteries to charge when prices are low (say during the day when solar panels are generating lots of surplus power) and discharge into the grid when prices are high (say during the evening when solar is off). This electricity market participation creates value for their customers and for Stem. There are 13 ways in which Athena creates value for customers, with this just being a simple example of a price arbitrage scenario. I believe Athena has a strong competitive ‘moat’ due to: Athena is attached to 100% of Stem’s battery sales, and at no point has a customer ever asked for the software to be removed. Stem has 75% market share of the Californian battery storage market, illustrating the strong demand for Athena Athena generates 80% Gross Margins, which demonstrates both the lack of substitute software solutions and the value that customers place on Athena Athena gets better with more use. There are more than 950 systems operating or contracted with Athena, which have collectively generated more than 20 million runtime hours of data, generating a wealth of data to train and improve Athena. This data itself is a source of competitive advantage, with battery suppliers reportedly seeking to purchase this data from Stem. Competitors simply don’t have this data, don’t have a market leading position to generate this data, and don’t have the luxury of time to make up the shortfall. Strengthened Balance sheet The main tangible benefit of the merger with Star Peak Energy Transition Corp (ticker STPK) is the cash – Stem has a war chest of $525m to pursue growth. Stem is going to use these funds to grow in 4 tangible ways Reduction in Working Capital. Prior to its strengthened balance sheet, Stem had to pay 100% for batteries up-front, and wouldn’t get paid by the customer until the project was complete. This meant Stem had to fund the holding cost of the battery purchase for several months, which curtailed their growth. With its stronger balance sheet, Stem expects to negotiate better deals with its supplier’s, driving a $100m improvement in working capital over the next 24 months Bid on larger projects. Multiple times in the past, large utility owners have curtailed Stem’s level of participation on projects due to a lack of balance sheet strength. This cut Stem’s project participation to just 30%, 40% or 50%. However, going forward with the stronger balance sheet, they expect to land larger opportunities Further investment in Athena, to extend its market leading position International expansion Valuation Stem has provided guidance to 2026, with a Revenue CAGR of 80% from 2020 to 2026. 2021 revenue is expected to be 4.5x 2020 revenue. 2021’s revenue is already secured by signed customer contracts – Stem is actively is executing on these. Further confidence in revenue forecasts comes from a contracted backlog of $200m (as of 17 January 2021). Revenue quality is underpinned by Stem’s contracting model - Athena is provided on a 10 to 20 year subscription term in conjunction with the battery sale. This provides significant and predictable long term cash flows beyond just an upfront battery sale. A Discount Cash Flow analysis of their Free Cash Flow forecast, plus their $525m cash, equates to $47.80/share (8% discount rate, 2.5% perpetual growth rate), representing substantial upside from the current stock price. Upside to this target is possible from market expansion and government policy changes, including: Movement into residential properties. This is an untapped market, with Stem actively considering how best to enter this market. Entry into the residential market is not included in their FCF Upside from the proposed energy storage investment tax credit. Stem’s FCF forecast was released in December 2020, before Biden took office Upside from Biden’s proposed $100 billion investment to transform the energy grid. Similarly, Stem’s FCF forecast was released in December 2020, before Biden took office Sources Click on “Register Now”. http://ipo-edge.com/2021/04/08/ipo-edge-to-host-fireside-chat-with-star-peak-chairman-and-stem-ceo-on-april-12-to-discuss-merger/?fbclid=IwAR3S5YGYT0mL_j8lRvv7Ch8zriZezEcVXQwTQhTXTAlfLNzjm1B_4_s4fQ0 https://3zkqyz2t3xwi492ll518psvq-wpengine.netdna-ssl.com/wp-content/uploads/2020/12/Stem-Star-Peak-Investor-Presentation_Dec2020.pdf   submitted by   /u/SgtPepperAUS [link]   [comments]
    [visit article]
  11. SBE (charge point) shareholders please vote! (14/02/2021 - Reddit Stocks)
    If you are a proud owner of SBE shares (like me) please vote on the merger. The merger didn’t go through past week as the majority vote was not received. Retail investors forgot or were not aware they had to vote. We need 50% votes, currently standing at 45% for the merger to go through. You should have received an email regarding the merger vote from your trading firm. Go and vote ????????   submitted by   /u/finallyimhere_too [link]   [comments]
    [visit article]
  12. Which stock is a buy from the AT&T and Discovery merger (19/05/2021 - Reddit Stocks)
    I’m relatively new to the stock market and the business world itself but I think that a merger can be a good sign for growth. From what I researched, this merger will make a service that will compete with Netflix and Disney. But what I’m curious is about which one of the stocks is a buy? AT&T (T), Discovery (DISCA), both or none.   submitted by   /u/succalena [link]   [comments]
    [visit article]
  13. For Those Interested In BBIG (18/06/2021 - Reddit Stock Market)
    I was on in a post with discussion on this stock a day ago. I have a paid subscription that I will not disclose for fear of it being removed for publicizing this stock but is one of the picks. I bought this stock at 4.65 and sold it for 5.90 in two days last week and if you look at its chart you'll see those two days. Its been falling since that high day and is trading at around 4.05 today. I'm not sure why but there was talk about the merger with Zash and I haven't seen any news that has changed anything. Today the final signing is on June 24th. My guy predicted 25%-45% gain within a month and a possible double up in 2-5 months as long as the merger continues on its current course. It already popped last week. Will it pop again?I don't know but it's well below the suggested price that I received today. I'm gonna watch it and probably hit it again early next week but I only have enough available cash for one position at this moment.Take a look for yourselves and come up with your own conclusions. If you like this post I'm a new Reddit guy with almost no karma so hook a brother up ????.   submitted by   /u/Plenty-Particular-36 [link]   [comments]
    [visit article]
  14. "Future tech" gold rush: Not just EV startups (20/03/2021 - Reddit Stocks)
    Recent events have confirmed that the "future tech" gold rush, particularly in the space of reverse mergers, is not limited to EV startups. In the span of ten months, nine blockbuster events have been fully realized: Nikola (NKLA), Hyliion (HYLN), Velodyne Lidar (VLDR), Lordstown Motors (RIDE), ChargePoint (CHPT), QuantumScape (QS), Stem Inc. (future STEM), Lion Electric (future LEV), and PureCycle Technologies (PCT). Two of the most recent ones, in fact, have nothing to do with EV startups. The future Stem Inc. has just had the second-best-ever "IPO pop" before ticker change. Such "IPO pop" is second only to that of Hyliion. Just yesterday, PureCycle Technologies was fully realized as a blockbuster event, as its "IPO pop" before ticker change was most impressive.   submitted by   /u/Torlek1 [link]   [comments]
    [visit article]
  15. IAA’s panel discussion to deliberate on gender sensitisation in media (22/07/2021 - Financial Express)
    The discussion will be held with leaders of the Marcom industry on July 27
    [visit article]
  16. Will FRX become the next Peloton? (23/02/2021 - Reddit Stocks)
    Why aren’t more people talking about this merger? 7x upside potential. Revenue and subscriber count on par with Peloton. The estimated market cap after the merger closes with beachbody will be around 3 billion. If this stock is even half as valuable as Peloton (which if you look at subscriber count and revenue compared to peloton, they are just barely behind peloton and closing in) this would put beachbody at an estimated 20 billion dollar market cap. That is almost 7x the market cap of beachbody when the merger goes through with FRX. Not to mention that beachbody has way more possible streams of revenue they can tap - from their nutritional supplement business, to the integrated bike they will have to offer from MYX once the merger goes through. This new merger with beachbody seems like Peloton on steroids to me and I’m honestly baffled by the lack of interest in this. Thoughts? ????   submitted by   /u/Keep_It_Toasty [link]   [comments]
    [visit article]
  17. $CCIV will be a lesson to not buy SPACS before Merger (23/02/2021 - Reddit Stock Market)
    EDIT: in the title I mean not to buy before Merger terms are announced, not before actual merger I feel for every holding CCIV. There is still not a good understanding of SPACs in the retail world. The reason CCIV is crashing is because the new merger terms are extremely favorable to Lucid at the expense of CCIV shareholders. The reason Lucid was able to get such great terms of the merger is because they had a crazy amount of leverage due to the extreme run up of CCIV before the merger. Basically Lucid was able to see the ridiculous premiums that people were willing to pay. They knew CCIV had no leverage at all because their share price would go back down to $10 the second the announcement of no merger happens. Lucid had CCIV by the balls and im assuming this is why it took so long for the merger to actually happen. A report came out not too long ago valuing that the pro forma equity value was going to be $12bn, now the pro forma equity value is supposed to be $24bn, even though CCIV shareholders only own 2bn of the company, so basically CCIV shareholders owned ~1/6th of the company according to the pro forma equity value in the first report, but now they own only about ~1/12th of the pro forma company. A huge kick in the balls. All else equal, CCIV should theoretically trade 50% lower. That wont happen because people are going to be buying to own Lucid now, but basically you as a CCIV shareholder own about half the piece of the pie that was anticipated. We have never seen something like this before where the blank check shares run up so much in anticipation of a merger even though the MERGER TERMS ARE NOT OFFICIAL. Really an unprecedented time we are in.   submitted by   /u/BiscuitBoi69 [link]   [comments]
    [visit article]
  18. Govt junks MTNL-BSNL merger, but what is its gameplan? (11/03/2021 - Financial Express)
    The merger was always a bad idea, but now that it has been junked, it is not clear what is in store
    [visit article]
  19. Algoma Steel inks merger deal with SPAC Legato Merger to publicly trade on Nasdaq (25/05/2021 - Seeking Alpha)

    [visit article]
  20. Opinion About CNR (CNI) and its new likely merger with KCS (27/05/2021 - Reddit Stocks)
    The two big canadian railroads giants have been fighting over Kansas City Southern for a couple months. Now it looks like CNR will be the one who is gonna merge is KCS. I invite you guys to check out this picture, of the rail road maps: https://www.trains.com/wp-content/uploads/2021/04/CN-KCS-map.png As you can see, this merger will make CNR a major player in international trade. The coverage looks incredible to me. You have access to both oceans in both north and south hemisphere. The downside is that it will cost around 33.6 billion C$ to CNR for the merger. To me this looks like a strong bullish event but only for the longterm (5+ years). What do you guys think about the merger? Is it good/bad ? Are you staying away from canadian stocks?   submitted by   /u/TheFriendlyTaco [link]   [comments]
    [visit article]
  21. NewsWatch: To profit from planned merger of Tilray and Aphria, buy Aphria, says this analyst (16/02/2021 - Market Watch)
    Investors seeking to profit from the merger of Canadian cannabis companies Tilray Inc. and Aphria Inc. are best to do so by buying shares of Aphria, which are trading at a 51% discount over the merger conversion price, Cantor Fitzgerald analyst Pablo Zuanic said Tuesday.
    [visit article]
  22. Why did AON trade higher by 8%? (27/07/2021 - Reddit Stocks)
    I’m new to the scene and I don’t understand why AON would trade higher while Willis would trade lower by 9% after canceling the merger? Is the merger not a benefit for both companies? Why would AON benefit from canceling the merger?   submitted by   /u/Nighgaler [link]   [comments]
    [visit article]
  23. APHA & TLRY Merger (30/04/2021 - Reddit Stocks)
    Forgive me, I am just too confused, and am hoping to receive some clarity on this merger. I understand the terms of the merger, or, should I say, the reverse merger. Aphria is absorbing Tilray, but the APHA ticker will change to TLRY. There will be 7 original Aphria board members, only 2 original Tilray board members, and the CEO of Aphria will remain the CEO. So, it's really Aphria, just rebranded as "Tilray." I keep reading advice that encourages "buy Aphria stock, even ahead of the merger, just in case the Aphria shareholders vote against the merger." However, in my opinion, the merger is more than likely going to happen. And, assuming it does, the TLRY ticker is what you're going to want in your portfolio. NOT APHA. Especially considering the disadvantageous 1 to 0.8381 conversion from APHA to TLRY. Assuming the merger happens, the masses are only going to be ecstatic about the merger and buy more TLRY stock (ahead of the very possible positive earnings in the next couple years). I just don't see the price of TLRY tanking any time soon. Especially long term, where Tilray will probably start turning positive revenue. To me - there are bear factors to keep in mind, as there always are - but there's far more bull factors that are playing in Tilray's favor. I'm long-term bullish on Tilray AND TLRY's price. Is there a piece of information I'm missing or don't understand? That may change my mind about Tilray?   submitted by   /u/Nashorn101 [link]   [comments]
    [visit article]
  24. Future tech "IPO pops" such as Stem Inc. (future STEM) and others (21/02/2021 - Reddit Stocks)
    Another blockbuster IPO, courtesy of Bumble, another out-of-this-world IPO pop. Retail has again rushed for scraps. However, there is an alternative, as long as one isn't afraid of the "future tech" gold rush, including EV startups. According to BofA, the particular boom in EV startups is likely to continue as over $2.5 trillion is needed to make a full transition. [I can't provide the Business Insider link because certain characters aren't allowed.] BofA estimates that the transition towards 100% electrification could require over $2.5 trillion of investment around the globe over the next decade. In the same article, BofA determined that only $6 billion so far has been raised where particular EV startups are concerned. There has been scaremongering in this very subreddit regarding this very subject. However, even Jim Cramer has come around to the potential for this gold rush. "I'm talking about the market for alternative fuels to power cars and trucks, and if you don't mind a little danger, maybe make some money," he said. Indeed, eight months have made a crucial difference for retail investors, courtesy of reverse mergers. There have been great ones and terrible ones. Even among the great ones (i.e., with hype), there have been the cookie-cutter kinds of great ones, and then there are the best ones, the blockbuster events. In eight months, exactly eight blockbuster events have been fully realized: Nikola (NKLA), Hyliion (HYLN), Velodyne Lidar (VLDR), Lordstown Motors (RIDE), ChargePoint (future CHPT), QuantumScape (QS), Stem Inc. (future STEM), and Lion Electric (future LEV). In fact, one of them, Stem Inc. (future STEM), has just had the second-best-ever "IPO pop" before ticker change. Such "IPO pop" is second only to that of Hyliion: [Blake Denton] learned about Hyliion, which plans to mass produce electric drivetrains for semi-trucks, while looking through posts on the online message board Reddit. The company announced a deal to go public in June by merging with a [reverse merger company] and buzz began to grow online, with some thinking it could be the next Nikola. “I had invested in Hyliion on pure hype—literally pure hype,” Mr. Denton said. “I knew nothing about the company.” He said he sold after the price went up and made about $50,000. Momentum trading during late last year, and also during the early part of this year, showed that the rest of 2021 has the potential to change all that and add more tickers. The rest of 2021 has the potential to apply the Hyliion Strategy. First up is what could become the world's largest electric bus maker by 2026: Arrival. Not that far further out are the "ChargePoint of Europe," EVBox Group, and a US-based electric bus maker, Proterra. [Disclosure: Long the future ARVL and the future PTRA.] While these three are the only "future tech" plays that currently have the potential to apply the Hyliion Strategy, these three are not the only blockbuster event candidates in the "future tech" space. WeedMaps is currently having its own "IPO pop." The likes of Bakkt, EVGo, Microvast, and Astra are expected to have their "IPO pops" in due time.   submitted by   /u/Torlek1 [link]   [comments]
    [visit article]
  25. What's the deal with BTX (Brooklyn Immunotherapeutic)? (29/04/2021 - Reddit Stock Market)
    Anybody know what's going on with BTX, a biotech company with no positive news yet? It has been pumping 50% every day for for about 2 weeks. This company went public in 26-March with a reverse merger with NTN Buzztime (which is an entertainment company, with no relevance with biotech, not a SPAC either) This company just started a phase 2 study. According to their presentation, they value themselves at around 500M by comparing to other biotech. Their market cap is way above their projection now with the recent run up. I skimmed through their 8K, prior share under NTN Buzztime was valued at $0.05, a transaction of $2M with merger. Anybody with an idea how reverse merger works? How do BTX raise capital with through this reverse merger? They may be offering stocks soon to raise capital, expect a quick dump?   submitted by   /u/Jm33p [link]   [comments]
    [visit article]
  26. How does selling covered calls before a reverse merger work? APHA/TLRY (06/04/2021 - Reddit Stocks)
    So I have around 200 shares of Aphria just sitting around and im thinking of selling some covered sells. However I know there's going to be a reverse merger coming with Tilray so how will options work for that? If I sell at strike price of 22 and the merger happens, with Tilray trading around that range would that option exercise or would it be voided ?   submitted by   /u/cardPlayer312 [link]   [comments]
    [visit article]
  27. HZON gold mine? (16/03/2021 - Reddit Stock Market)
    Rumored, most likely true, merger with Sportradar. DraftKings seems to be gearing up to enter as PIPE, which should cause the price to soar. Partnerships with pretty much every major sport. Rumored to make a merger announcement in about a week. Again, everyone is leaning towards Sportradar. The price has been up and down by a few cents, never breaking $12. If it did, it didn't go too far and immediately came back down. Now very well may be the time to do some DD for those of you unfamiliar with it and load up if you like it. If the merger is definitely with Sportradar, I don't see this being $11 for very long.   submitted by   /u/HallOfEchos [link]   [comments]
    [visit article]
  28. Cannabis Watch: To profit from planned merger of Tilray and Aphria, buy Aphria, says this analyst (16/02/2021 - Market Watch)
    Investors seeking to profit from the merger of Canadian cannabis companies Tilray Inc. and Aphria Inc. are best to do so by buying shares of Aphria, which are trading at a 51% discount over the merger conversion price, Cantor Fitzgerald analyst Pablo Zuanic said Tuesday.
    [visit article]
  29. $SQQQ... discussion for fun (11/03/2021 - Reddit Stocks)
    Fully ready for criticism... has anyone looked at these charts? Also $QS - I like the look of it for a somewhat long term bet. Anyone looked at this? Just looking for a little discussion while drinking and speculating. I’ll delete if necessary.   submitted by   /u/ol3phantitus [link]   [comments]
    [visit article]
  30. STEM, TGTX, SHAK and EDU among premarket gainers (25/05/2021 - Seeking Alpha)

    [visit article]
  31. Stem joins Russell 2000 Index (28/06/2021 - Seeking Alpha)

    [visit article]
  32. Altitude trades low, to acquire Stem Lyft (13/04/2021 - Seeking Alpha)

    [visit article]
  33. SPCE, GTX, STEM and FTCI among premarket gainers (24/05/2021 - Seeking Alpha)

    [visit article]
  34. Zensar Technologies completes process merger of US-based step-down subsidiaries into its USA arm (20/04/2021 - Money Works 4 Me)
    The requisite filing process of merger applications, with respective local authorities/states, has been completed
    [visit article]
  35. Stem names industry veteran as VP, Corporate Development (24/05/2021 - Seeking Alpha)

    [visit article]
  36. SQZ presents data on use of its technology platform for stem cells (23/06/2021 - Seeking Alpha)

    [visit article]
  37. ECA-Template-MERGER - Information Regarding the Merger of American River Bankshares (AMRB) and Bank of Marin Bancorp (BMRC) (29/07/2021 - Nasdaq Trader)
    News CategoryAlertMarketsWhat You Need To KnowEquity Corporate Actions Alert#2021-157The Nasdaq Stock Market
    [visit article]
  38. Why delete discussion threads on inclusion of stocks? (21/03/2021 - Reddit Stocks)
    I was reading an interesting post by u/gnrlee01 about why this sub excludes certain stock types with over 1,2k of upvotes. I think he raised a very interesting question and which led to a good interaction on the types of stocks that could be included or discussed here. For me personally I would like to see the possibility of discussing non-US stocks that are below $10. For US markets they might be considered more fitting for r/pennystocks but in most major European indices you will find tickers being traded below that threshold (for instance $EOAN, which is part of the DAX30 the leading German index). The discussion led to the start of r/eustocks where some of us might go. But why is the thread deleted? A discussion like this strengthen the goal and purpose of a sub imho, whatever the outcome is. Deleting it altogether serves no purpose in moving it forward. I expect this one to be deleted as well but hope it stays up long enough to further the discussion.   submitted by   /u/Duwstang [link]   [comments]
    [visit article]
  39. MoSys and Stem among tech gainers; Himax Technologies and GDS among losers (20/05/2021 - Seeking Alpha)

    [visit article]
  40. Stem picks ex-Schlumberger executive for chief legal officer (18/05/2021 - Seeking Alpha)

    [visit article]
  41. AONE to MKFG? What happened to my stock? (15/07/2021 - Reddit Stocks)
    Hi All, I'm an investing noob and only got my feet wet just a few months back. I bought 3 stocks and one of them was AONE because I felt the industrial 3D printing was a good space and they had an upcoming merger with Markforged. Well I guess the merger and IPO (MKFG) just went active today and when I check my Schwab activity I no longer see AONE or MKFG, I see an equity under the name G7000X105 and the value has dropped significantly and still dropping. What is going on? Everything I was looking at said that the stock would jump up after the merger. I'm just to figure out if I did something dumb or if I need to wait awhile for the change to finalize.   submitted by   /u/squig66 [link]   [comments]
    [visit article]
  42. Stem initiated Buy at Goldman Sachs on solid backlog supporting growth (24/05/2021 - Seeking Alpha)

    [visit article]
  43. Stem, Ameresco collaborate on smart energy storage project in Colorado (02/06/2021 - Seeking Alpha)

    [visit article]
  44. Stem and CleanCapital partner to fund mid-market energy storage projects (15/06/2021 - Seeking Alpha)

    [visit article]
  45. Is TLRY and APHA the free-est money of all time??? WHAT AM I MISSING (10/02/2021 - Reddit Stocks)
    Ok what the FUCK. Sorry for the language but I’ve never seen something that seems so “too good to be true”. What am I missing here??? After the merger, every APHA share turns into almost .84 shares of TLRY. TLRY is currently at 51 while APHA sits at 30???? It should be over 40 with these merger details. I’ve never seen a stock trade at such a discount. If I’m not missing something, shorting TLRY and buying APHA is free money assuming the merger goes through. Someone please shed some light on how I could be wrong. Disclaimer: this is not financial advice.   submitted by   /u/midwestboiiii34 [link]   [comments]
    [visit article]
  46. $TCF options question (09/06/2021 - Reddit Stocks)
    I have a small call play on $TCF that I didn’t close by eob yesterday. With the merger and stoppage of trading is that simply lost? Not gonna matter much either way, just curious as I’ve never held options through a merger before.   submitted by   /u/MarquisGrissom89 [link]   [comments]
    [visit article]
  47. What is a stock that only idiots would invest in right now? (13/03/2021 - Reddit Stocks)
    We see a lot of discussion on what stocks will grow and explode over the short, mid, and long term. I don't think I've ever seen a discussion thread on what stocks to avoid completely. What do you think is a good example of a shit stock that will go nowhere but down?   submitted by   /u/hankhill72 [link]   [comments]
    [visit article]
  48. What is going on with VNE (28/07/2021 - Reddit Stocks)
    So stock jumped up because of a merger. I get that. But it has been days of the outflow being quite a bit higher then inflow. The company has lawyers investigating shady practice on the merger. Puts are insane on it. And yet the stock is hardly moving. What is keeping this thing so sideways?   submitted by   /u/brokeorbroke [link]   [comments]
    [visit article]
  49. ECA2021-152 - (Merger Effective) Information Regarding the Merger of Brookfield Property REIT Inc. (BPYU) and Brookfield Asset Management Inc. (NYSE: BAM) (26/07/2021 - Nasdaq Trader)
    News CategoryAlertMarketsWhat You Need To KnowEquity Corporate Actions Alert#2021-152The Nasdaq Stock Market
    [visit article]

For more information mailto [email protected]. Disclaimer.