Post by
ridethewinners on Sep 21, 2022 9:49am
Interesting times
The analyst reviews are out, Nat Bank at $8, RJ at $6, Echelon at $8.50 and Beacon at $6
Paradigm holding at $13 .75
Looks like consensus revenues for the current fiscal year around $135 mill, which would be a nice increase.
I Liked the comments on VoltX, it was a smart move to not commit to this venture too soon, in hindsight that would have been a big mistake. It sounds like 50/50 whether it gets built, and where. If Canada does not come up with matching subsidies they may have to shelve or build in the US to get the benefits available there.
As much as everyone was excited about this, the CEO has shown restraint, not easy to do amid the fanfare of the EV wave.
There was a post earlier talking about the gift of shares, it did not and does reflect at all on the financials of the company, it has to be reported because SN is an insider but it is not relevant to GRA.
The discussion on the MD and A about patents was valuable, building a solid wall there is critical, and if GRA did not find a way around the XG patents, it will be hard for anyone else to either. The XG acquisition looks pretty smart, and at a price that should be earned back in short order from the Ford contracts and others.
This stock has run up a few times before, and then drifted back, this looks the same again. It is a long term revenue story, and I think as results begin to show consistently it will do well, but the market is in a "show me" mode and expanding the graphene uptake is a slow methodical business.
Best of luck
Comment by
JimmyBly1 on Sep 22, 2022 5:07pm
Increasing revenues from a covid induced low and by acquiring companies with investors' money is not heroic mate. It's easy to sign checks. JimmyB
Comment by
Lire02 on Sep 22, 2022 5:27pm
The secret , which you failed to mention, JB1, is 1) to have the cash to make the purchase, and 2) to know which one of the covid related cheap companies is worth buying. That's why we pay Soroush, he's the one with the Ph.D!
Comment by
JimmyBly1 on Sep 23, 2022 4:28pm
After this, all I can say is get in the line to be given your rope and choose a good branch (please do not break it). JimmyB