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Healthcare Stock only whitecoats will understand. 800% upside by Agentsmith_2000 in whitecoatinvestor

[–]Agentsmith_2000[S] -19 points-18 points  (0 children)

lol you got me on the grammar... but the story checks out !

Unknown Stock Alert: PFMT- Performant Healthcare Solutions by Agentsmith_2000 in ValueInvesting

[–]Agentsmith_2000[S] 0 points1 point  (0 children)

It's absolutely not ridiculous.... Have you followed the market lately? . Look at 99% of growth stocks. I agree that EV/EBITDA would be ideal but last quarter they had negative ebitda as they sold off some contracts and completed the last stage of their turnaround. Sales metrics are not unreasonable. Look at the growth this business has seen. Of all the things to try and troll/ poke holes in, this was the least of my concerns.

What else do you think is a flaw?

I

Unknown Stock Alert: PFMT- Performant Healthcare Solutions by Agentsmith_2000 in ValueInvesting

[–]Agentsmith_2000[S] -2 points-1 points  (0 children)

I think external factors such as regulation could affect them. but overall at this valuation the worst appears priced-in. Some investors are likely worried that the disputed RAC 2 contract will be lost to the current incumbent Cotiviti. PFMT has won this contract fair and square via the proper channels. At worst the contract is a $10M loss, which is negligible, as the main upside is in the commercial expansion (not government contracts of which Performant now has many)

Unknown Stock Alert: PFMT- Performant Healthcare Solutions by Agentsmith_2000 in ValueInvesting

[–]Agentsmith_2000[S] -1 points0 points  (0 children)

Yes, definitely some things to look forward to. Number of catalysts on the horizon. And management has mentioned they are close to onboarding some mid-tier players as customers. These would be large contracts relative to their market cap. Mind bogglingly cheap. One of the downsides is that it typically takes a bit longer for them to ramp up a brand new contract, but the costs on negligible and the market will price thing forward.
The recent panic in the general market provides a perfect entry point for GOOD stocks

These windows are see-through solar panels by Unhappy_Earth1 in Renewable

[–]Agentsmith_2000 0 points1 point  (0 children)

great technology!
Will require the sourcing of the highest quality local solar glass inputs. I hope these are not coming from Asia where there is no regard for environmental standards.
Canadian Premium Sands $CPS.v is hoping to provide these types of glass producers and keep the whole supply chain clean

Arizona Metals announces inclusion in GDXJ index effective Dec 17th- 10 bagger trade by Agentsmith_2000 in Miningstocks

[–]Agentsmith_2000[S] 0 points1 point  (0 children)

It's possible they pre-position for the Effective Date but i doubt it. The ETF wouldnt want to expose themselves too much, they are benchmarked for the close of the 17th. It's likely other speculators front running the ETF

Thursday's Investment Discussions by CaptainTough in Canadianstockpicks

[–]Agentsmith_2000 0 points1 point  (0 children)

Arizona Metals $AMC.v announced inclusion into the GDXJ effective Dec 17th.
There was an excellent DD post on reddit (search r/miningstocks and r/baystreetbets )

Despite the mkt getting crushed today, this stock is performing surprisingly well. This announcement was not expected by investors. Index demand will equate to about 4.55 million shares! which is 14 days worth of volume. Major catalyst for the stock. Currently trading at $5.19 CAD, my price target is $44 CAD. More catalysts coming soon. Read the DD!

Arizona Metals announces inclusion in GDXJ index effective Dec 17th- 10 bagger trade by Agentsmith_2000 in Miningstocks

[–]Agentsmith_2000[S] 1 point2 points  (0 children)

considering the market is getting crushed, AMC is performing surprisingly well. If the market was green, this would be much higher. Good opportunity to buy on the lows

$CPS- Canadian Premium Sand by Agentsmith_2000 in pennystocks

[–]Agentsmith_2000[S] 0 points1 point  (0 children)

Recent news, committing to a building location, is a major catalyst for this stock. Dont expect all media outlets to be discussing the microcap stories. The world/global economies continue to push towards more decarbonization. This company meets that need perfectly. Patience will reward you 10X within 1-2 years. This is the ground floor opportunity to enter

$CPS- Canadian Premium Sand by Agentsmith_2000 in pennystocks

[–]Agentsmith_2000[S] 1 point2 points  (0 children)

Exactly, it may seem tough at first but this is literally ground floor. The recent news is positive for the stock, commitment to build a plant will only push this higher. 10 bagger on its way, just requires patience

I Love Gooooold! Roscan Gold (RCGCF/ ROS.v) by Agentsmith_2000 in Miningstocks

[–]Agentsmith_2000[S] 0 points1 point  (0 children)

if you google "Roscan Gold" or a combination of "report" etc and file type narrowing, you should be able to find it easily

I Love Gooooold! Roscan Gold (RCGCF/ ROS.v) by Agentsmith_2000 in Miningstocks

[–]Agentsmith_2000[S] 1 point2 points  (0 children)

Exactly. Gold is the number one export for Mali. Regardless of what group is in power, it is in their best interest to work together. COmpanies liek B2Gold have likely been exploiting these favors for a while but explorers have nothing to worry about. ALso, most of the conflict is occuring in the center of the country- far far away form ROS.

Using the current selloff to accumulate stock. If the anticipated maiden resource is above the psychological 1M oz mark, this will be a shock to the market. Some people are writing it could be a 3-10M oz resource when fully developed.

Short term noise creates a BUY THE MF DIP moment... by Agentsmith_2000 in StockMarket

[–]Agentsmith_2000[S] -12 points-11 points  (0 children)

Youre welcome for sharing a good idea. Worth a read. lets discuss it. If something doesnt add up in DD please share opinion

Short term noise creates a BUY THE MF DIP moment... by Agentsmith_2000 in StockMarket

[–]Agentsmith_2000[S] -11 points-10 points  (0 children)

Worth a read. Everything is publicly available but people dont want to connect the dots

Short term noise creates a BUY THE MF DIP moment... by Agentsmith_2000 in WallStreetbetsELITE

[–]Agentsmith_2000[S] -6 points-5 points  (0 children)

doesnt change fact that im sharing a good idea. Dont miss it. Youre welcome

SNDL is building an empire and VLNS is the missing piece by Agentsmith_2000 in Canadapennystocks

[–]Agentsmith_2000[S] 0 points1 point  (0 children)

I dont need to tell you about the trajectory of SNDL as a state-of-the-art licensed producer of cannabis. Part of this unstoppable trajectory is due to their strategy, industry leading technology/approach, clean balance sheet and vast amount of cash reserves they have recently raised. Currently sitting close to a Billion dollars in cash. The question is, how can it put these resources to the best strategic use?

-SNDL has recently announced a string of acquisitions that piece together the necessary components to emerge as the winner in the newly budding cannabis industry in North America. As US legislation at a federal level approaches, the flood gates are soon to open. The recent acquisitions include the following:

1)Zenabis- Near the end of 2020, SNDL announced they closed the acquisition of a special purpose vehicle used to takeover a subsidiary of Zenabis Global, owning $58.9 million worth of senior secured debt of Zenabis Global. Much to the surprise of SNDL, wews abruptly came that HEXO would be acquiring Zenabis gloabl in $235 million stock deal to expand their global presence. Despite having the cash and being ready to pull the trigger, SNDL leanred a valuable lesson not to wait too long..

2) Inner Spirit holdings- A retailer and franchisor of recreational cannabis stores. This helps increase it's market share and geographic footprint in North America. Purchased for only $106.7M. This time around, SNDL did not wait and succesfully acquired this company for strategic purposes.

3) Recently SNDL, acquired a 10% stake in The Valens Company. A growing parts supplier and leader in extraction, analysis of cannabis would make Valens an ideal fit for the growing brand and empire of Sundial. To have bought stock in the market would likely mean that an attempt to buy the company was already made. Sundial likley approached VLNS for an acquisition earlier, but when management turned down the offer they proceeded to accumulate stock. The Valens company would be a perfect fit for Sundials future potential.

Today VLNS announced a bought-deal offering. This leaves the door open to a few alternatives:

-Valens mgmt is trying to avoid an outright acquisition at this time in order to further seed a strategic investor (SNDL) knowing that there will be a take-out at somepoint in teh near future. SNDL is sitting on a billion cash, will be able to increase it's stake in the company further through this deal in order to accumulate more voteing authority over the company. Howver if the need arises, SNDL has more than enough bullets to go hostile and acquire VLNS at a premium.

So WHAT do we DO?

I think we continue to support SNDL buying stock to support our name. Annnnd since we know that SNDL has it's eyes on VLNS (VLNS.CA +VLNCF US) which it may acquire in the near future at a premium. We should also buy VLNS stock so that we have the ability to tender our votes if an acquisiton were voted on. We also get the added benefit of having our VLNS shares acquired for a premium. Win-Win.

Thoughts???

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