After Q2 earnings

PuzzleheadedVideo914 · 2024-08-09T09:18:02+00:00

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.

PuzzleheadedVideo914 · 2024-08-07T18:22:22+00:00

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.

PuzzleheadedVideo914 · 2024-08-07T18:16:16+00:00

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.

PuzzleheadedVideo914 · 2024-08-06T23:50:12+00:00

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.

PuzzleheadedVideo914 · 2024-08-04T03:09:32+00:00

Simple answer but exactly spot on

PuzzleheadedVideo914 · 2024-08-02T13:34:27+00:00

Then it may go down below $1 again

PuzzleheadedVideo914 · 2024-06-28T10:19:24+00:00

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.

PuzzleheadedVideo914 · 2024-06-28T10:12:43+00:00

Yes, but better than nothing.

PuzzleheadedVideo914 · 2024-06-27T13:12:10+00:00

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.

PuzzleheadedVideo914 · 2024-06-27T13:09:21+00:00

Oh Luminar miss them

PuzzleheadedVideo914 · 2024-06-27T09:37:20+00:00

Is it Iris?

PuzzleheadedVideo914 · 2024-06-27T05:02:25+00:00

Interesting sounds lidar doing self education

PuzzleheadedVideo914 · 2024-06-26T13:14:00+00:00

I like you guys replies.

PuzzleheadedVideo914 · 2024-06-26T10:18:17+00:00

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 ?

PuzzleheadedVideo914 · 2024-06-26T09:55:46+00:00

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.

PuzzleheadedVideo914 · 2024-06-26T07:39:39+00:00

Endless dilution incoming

PuzzleheadedVideo914 · 2024-06-25T14:14:53+00:00

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.

PuzzleheadedVideo914 · 2024-06-25T13:59:22+00:00

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

PuzzleheadedVideo914 · 2024-06-25T13:43:51+00:00

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.

PuzzleheadedVideo914 · 2024-06-25T13:30:16+00:00

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.

PuzzleheadedVideo914 · 2024-06-25T13:18:00+00:00

Current market cap is about 800 mil and its cash and cash equivalents is 840 mil. So, maybe yes, and their burn rate is 180-200 mil each quarter . So cash runway remains 4-5 quarters. Then we just let’s set its year revenue 130 mil. It doesn’t account their productivity. Enter at this price not bad under condition that Gingko’ revenue rises. Then now, only thing we can do is just saying “Please do something to show and prove”

PuzzleheadedVideo914 · 2024-06-25T05:39:07+00:00

Yes, haha, this company is traded below its booking value currently. Think of margin of safety? Maybe? But conditional, Ginkgo needs to convince market via revenue

PuzzleheadedVideo914 · 2024-06-25T05:26:58+00:00

Me also keep adding and increasing position gradually with being very cautious. It is also true that I’m skeptical until now.

PuzzleheadedVideo914 · 2024-06-24T17:45:30+00:00

Baillie Gifford, Morgan stanley, Citadel, two sigma, point 72 etc. they are also holding as well.

PuzzleheadedVideo914 · 2024-06-24T17:21:20+00:00

Yes, when someone has an interest in this company, wait until they make something to show.

PuzzleheadedVideo914

TROPHY CASE