All things STOCKS

#4,951
#4,951
BigOrangeMojo said:
If this ends up coming to fruition, IDEX shareholders will make a lot of $$$$. I do have trouble grasping going from $378K in revenue to $11BB the next quarter.
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That's supposedly future orders, don't think that will be in the ER August 11. I asked where the person got this and they haven't responded yet.

With China mandating all these different vehicles be EV by 2022 and 2025 there's a lot of money to be made for IDEX.
 
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#4,952
#4,952
Go aeiou said:
The last balance sheet I see is 3-31. I don't see numbers like that. Can you point me in the right direction? Is 6-30 available?
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It might be a little early to get the quarter closed. But Cisco used to brag about getting each month closed in a couple of hours.

A company must get all of the journal entries approved and recorded, then financials generated and reviewed, approved, and then published. Nothing available on 7/24 is not unusual.
 
#4,953
#4,953
Orange_Vol1321 said:
That's supposedly future orders, don't think that will be in the ER August 11. I asked where the person got this and they haven't responded yet.

With China mandating all these different vehicles be EV by 2022 and 2025 there's a lot of money to be made for IDEX.
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I hope SOLO and SHLL can a taste of that sweet sweet ev market.
 
#4,955
#4,955
bignewt said:
I hope SOLO and SHLL can a taste of that sweet sweet ev market.
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Imo SHLL is a wonderful stock. I like the converting existing semi's to EV/natural gas instead of producing them. The problem is having natural gas filling stations. If you look on Hyliion's site they mention over 700 filling stations in the US.

But when you zoom in it is actual natural gas suppliers. They're listing, for example in Tennessee, KUB in Knoxville or SCUD in Sevierville as filling stations. I wouldn't want to come off the interstate 15 miles to have to fuel up as a driver.

Out West like California is a different story, the infrastructure is in place and at gas stations.
 
#4,962
#4,962
Rasputin_Vol said:
WTF? SOLO or SHLL actually have a product to sell. Why the hell wouldn't they potentially have more upside than IDEX?
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Because China has strict mandates for businesses to change their vehicles to EV by 2022 and 2025.

These buisnesses come to Idex to find the best vehicle/deal and then Idex also finances the lot of vehicles for them. Idex does own 51% of Treeletrik which makes EV motorcycles, scooters and bikes in Malaysia but they do not make EV cars or trucks.
 
#4,963
#4,963
Rasputin_Vol said:
WTF? SOLO or SHLL actually have a product to sell. Why the hell wouldn't they potentially have more upside than IDEX?
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calm down, I own a lot of stock in both, I sold IDEX long ago, I am just hoping the former can get a good slice of the EV pie.
 
#4,966
#4,966
Today's a good example of why I like LCA over DKNG and all the MLB games being postponed. LCA also has online gambling that anyone can do from home with or without sports.
 
#4,971
#4,971
Go aeiou said:
Sailing from Germany in the Baltic. The other will sail in the North Sea.

This cruise lines typically has almost no Americans onboard.

We will have to wait and see what happens with cruises sailing from the US.
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I think it will be soon for US.
 
#4,972
#4,972
VolAllen said:
I think it will be soon for US.
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Cruise lines continue to extend their sail date. The last thing they want is a problem right off the bat. Since most of their passengers during the school year are 60+ an outbreak of the virus would likely be very bad news.
I believe there will be select sailings, but likely not starting until October/ November.

I own both CCL and HNCL, and I've traded in and out since 2007. There's likely good money to be made, but it might take a while.
I've also owned RCL which might be the best managed.
 
#4,973
#4,973
VolAllen said:
I think it will be soon for US.
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From an intermediate or longer term prospective:

Still want to see CCL in the 11s or 12s before I get back into it. Too much dilution and risk at $15. I think you could get similar type upside with hotels, casinos, restaurants, some airlines without as much risk.
 
#4,974
#4,974
Go aeiou said:
Cruise lines continue to extend their sail date. The last thing they want is a problem right off the bat. Since most of their passengers during the school year are 60+ an outbreak of the virus would likely be very bad news.
I believe there will be select sailings, but likely not starting until October/ November.

I own both CCL and HNCL, and I've traded in and out since 2007. There's likely good money to be made, but it might take a while.
I've also owned RCL which might be the best managed.
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I went in for 2,000 shares at 14.75. I see this hitting at least $30 within the next 18 months.
 
#4,975
#4,975
VolAllen said:
I went in for 2,000 shares at 14.75. I see this hitting at least $30 within the next 18 months.
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It certainly Could? OTOH, it was in the 40s most of late 2019, and it paid a dividend. I doubt they will be paying one for a while.
The elephant in the room is the virus. Most of the time on cruise you are inside. Public spaces are a problem. Dining rooms have become very crowded in recent years. Most evening shows are performed twice in mostly full venues. Bars, worse than restaurants?

Not saying everything will not be great, but it will at least take an effective vaccine which looks like next year.
 
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