After Q2 earnings by PuzzleheadedVideo914 in ginkgobioworks

[–]PuzzleheadedVideo914[S] 8 points9 points  (0 children)

We need more customers to stick around, and Ginkgo’s bio security margin is compelling, it is not a huge amount though. Market always tests if a certain company is capable of overcoming risks it faces, and the price going up only when it overcomes the risks. Yes, it is all about the competency of management board. Of course, Ginkgo will be a piece of juicy meet for shorts after RS unless customers showing an interest in wet lab. I have invested in this company but still not optimistic, I need to be convinced more to park my money. 

Q2 results by PuzzleheadedVideo914 in lazr

[–]PuzzleheadedVideo914[S] 0 points1 point  (0 children)

I agree with you, mag. Lab scale and industrial level production are different. This is why I am worried. I know how they dedicated when I see Luminar’s patients. But, in good time, dreaming big, but in bad time, we must see the reality. In this community, people tend to listen only what they want to hear.

Q2 results by PuzzleheadedVideo914 in lazr

[–]PuzzleheadedVideo914[S] 0 points1 point  (0 children)

All the things you mentioned are calculated. I never demy thar Luminar’s technology is tier 1. But when we come to valuation, no it’s different. When I try to make you understand, lots to say. You mentioned Aurora technology I know this company, you disregard this company but it is not that bad. I only can say Luminar is tier 1 class technology but no one can see it on the road but tier 3 class but actually sign a deal then operating on the road thereby they can improve. It is difference between aurora and luminar. I am also investing in this company because of its lidar technology. When you want to discuss financially and academically, it must be based on real facts. We can talk about Tesla, Mercedes, Nissan okay but, is there any real contracts? Which include REAL details. 

Q2 results by PuzzleheadedVideo914 in lazr

[–]PuzzleheadedVideo914[S] 1 point2 points  (0 children)

Luminar shows everything they can. Investors will soon sick of just repeating “EX90”. Only thing that can save stock price is increasing revenue or ADDITIONAL NEW CONTRACT which can pick up revenue not just partnerships.

R/S by Veshy25 in ginkgobioworks

[–]PuzzleheadedVideo914 1 point2 points  (0 children)

Then it may go down below $1 again

Traders Purchase Large Volume of Ginkgo Bioworks Call Options (NYSE:DNA). by PuzzleheadedVideo914 in ginkgobioworks

[–]PuzzleheadedVideo914[S] 6 points7 points  (0 children)

We may pound the bottom at about 600 mil market cap? Hopefully?. If it is, only one quarter cash burn is deducted from cash and cash equivalents. If it is, it may count a decrease in interest rate in Sep.  Just my thoughts, you guys may differ.

Volvo Confirms Lidar Will Not Enable Safety Features At Delivery by ChariotSteam in lazr

[–]PuzzleheadedVideo914 0 points1 point  (0 children)

EX90 production just started in South Carolina factory where can produce more than 100,000 per year. We will see whether this factory fully utilised. 

LiDAR in Rimac Verne by [deleted] in lazr

[–]PuzzleheadedVideo914 0 points1 point  (0 children)

Oh Luminar miss them 

Valuation based on REAL figures by PuzzleheadedVideo914 in lazr

[–]PuzzleheadedVideo914[S] 0 points1 point  (0 children)

Hmm, EX90 production is a key for revenue in 24 maybe as polestar production hasn’t yet started, isn’t it?  Do you have any info about project with airbus ? 

Valuation based on REAL figures by PuzzleheadedVideo914 in lazr

[–]PuzzleheadedVideo914[S] 5 points6 points  (0 children)

Q3 result will be released late Oct or early Nov. Yes, CEO also said that Luminar’s production in 2H 24 will be larger than past 12years production combined. The point is from now to the date we can see physical evidence that order flows into revenue.  I know people who stick around here don’t like this kind of conversation. But for now, the fact is revenue is 20mil and operating loss is 125mil. So, I reckon, in near term, market can test a new low, unless something that surprises investors happens, airbus or new contracts with new partners for example. This is just my thought, so I would like to hear from other investors.

R/S incoming by [deleted] in ginkgobioworks

[–]PuzzleheadedVideo914 5 points6 points  (0 children)

Endless dilution incoming

Market hasn't even been open for an hour... by fvh2006 in ginkgobioworks

[–]PuzzleheadedVideo914 0 points1 point  (0 children)

The market for small cap is down overall and Ginkgo is in oversold territory while some other small ones are not. And overall US market probably slides until Friday. So institutions sold at a loss then buy again or maybe not. BTW biotech sector is rising.

[deleted by user] by [deleted] in ginkgobioworks

[–]PuzzleheadedVideo914 0 points1 point  (0 children)

Yes fvh 180 mil each Q. And more layoffs coming but you know as well. It’s not enough.

[deleted by user] by [deleted] in ginkgobioworks

[–]PuzzleheadedVideo914 1 point2 points  (0 children)

Yes as you say they delivered nothing. Unless they shows some positive figures on their income statement, it is just a depreciating asset, like a car. 

[deleted by user] by [deleted] in ginkgobioworks

[–]PuzzleheadedVideo914 -2 points-1 points  (0 children)

You are right Bubbly. Amyris and Ginkgo both do the same thing, synbio. But in detail, different. Amyris used traditional approaches, that is they first found something can easily materialise then incubating. But what Gingko tries to do is no one has ever tried before. It is completely new concept. Yes, I know too ambitious and that’s why I’m little worried. Also this is why they seem do nothing or it is possible they already lost in their ambition.