The recent Medical-Tech-SaaS IPO had some problems in their S-1 report. I expect it to sink to "below ipo level" as the problems could show up in 1-2 quaters after IPO.
The problem is called "Medicity buyout" and hiding the price of acquision besides the main datasheet in S-1.
Second problem is that it has very slow growth.
This was the hottest IPO of 2019. Statistically it was totally out of the line with others. But it happened and I'm glad that I was in it
The company is fine and the product is great.
But the revenue and the growth pace need to find balance with the market value of the company.
As soon as greed ends and we move to lock up period end BYND should correct...
I see no recession coming.
Get over with Trade wars, it is no longer irrelevant. It is only the headlines that make you drop your stocks so BlackRock and Vanguard can accumulate more.
I see a lot of fear. we don't fall on fear. we fall on greed and too much confidence.
Getting some entry around here and in one months. Try not to pick stocks, use ETFs to...
I like Pinterest as a product, but I don't participate in this IPO.
The main reason is the market doesn't like social networks IPOs:
My expectation is +30-40% in first trade day, maybe this will even hold strong at first quater, but then the financial result with estimates of -1.6 EPS will do the thing, -1.135 billion spending will make it...
Lets buy the dip!
Check out last ideas (they worked out great). Same bias, bears everywhere, a lot of buyers of PUT options.
In my plan there is full recovery from the downside and going to ATH levels in ~100 days. check out the left side of the chart for similar moves.
Starts trading this week.
Classic Semi-Tech IPO.
Great revenue increase YoY since 2016.
Good market cap.
Expecting IPO at $24 and $30+ at first day of trading.
We are in the Bull market, so buy it if you can.
A new IPO here.
Tenable Holdings, ticker TENB.
Starting trading 26.07.2018
Price range $20-22, should be filled for $22.
I expect it to open at $27 and then to go 40%+ ($30-31) in first day.
Here is why:
Growing revenues at 50.9% y/y, $19 or 5.7x forward sales. Competitors are trading at 11.22x
Previous Cyber security IPOs skyrocketing last half year. As do...
Many people ask me about my thoughts of Xiaomi IPO and what i think is:
I personally like/love Xiaomi products. But i will skip this IPO and continue specializing on the small tech IPOs.
What i think of IPO as investment:
- Overcrowded (mostly with people who don't participate in IPOs)
- low demand (read latest news, price range reduction).
- its from China...
We are still looking UP.
Model is still bullish (While we are in the channel and there is no 200 and 100 EMA death cross).
I see 2 cases for a BUY:
1) 2530 + 2480 are the BUY level
2) Retest of breakout (in one week after the breakout of downtrend) at 2590-2620 zone (only in 2750->26xx move in range of 15-may)
With year end target (Say hello to Christmas rally...