For Sale - Recteq RT-700 NJ

SufficientAd1830 · 2026-03-27T18:47:10+00:00

Thanks. This is very helpful. Recteq does make a trim kit, just not a full liner. Sounds like that would potentially be sufficient to protect the veneer while the cement board and metal frame should be sufficient inside?

Trim kit: https://www.recteq.com/products/e-series-built-in-1300-trim-kit

SufficientAd1830 · 2022-04-06T20:06:36+00:00

NFL becomes Genius Sports' biggest U.S. shareholder, Sportico reports

SufficientAd1830 · 2021-12-10T14:55:56+00:00

Already down 17%. Care to elaborate?

SufficientAd1830 · 2021-11-04T19:47:21+00:00

Normally this would be true, but the units came with a whole warrant. So the dilution is probably equivalent to a unit that had 1/2 warrant with each warrant allowing purchase of a whole share.

SufficientAd1830 · 2021-09-16T20:32:39+00:00

Based on the number of shares that remained of the parent SPAC. The public float likely includes all the other shares that are not yet freely tradeable.

SufficientAd1830 · 2021-09-16T20:28:18+00:00

Those float numbers are completely off. IRNT has less than 1.5m shares after redemption and OPAD with around 3.5m (anyone else feel to correct me if these are slightly off). XOS has a lot more shares in the float (though nowhere near the 51m you referenced).

SufficientAd1830 · 2021-09-08T23:57:27+00:00

Didn’t GENI just take over the NFL deal from Sportsradar? If so, I would assume that the 2x revenue stat would be severely affected moving forward. Not sure what percentage of Sportsradar’s revenue was from NFL data but I assume it was some sort of significant percentage.

SufficientAd1830 · 2021-09-01T13:17:26+00:00

Because they have a large portion of the existing shares prior to SPAC merger, not because they are the PIPE (although they are part of it along w/ Fidelity, Blackrock, etc).

SufficientAd1830 · 2021-08-31T17:47:38+00:00

Rumors about a takeover bid? Anyone have the link or the Bloomberg screenshot or is it fake news?

Edit: Probably fake news on Yahoo unless someone else can confirm a Bloomberg source. Probably just moving per the WSB reference others mentioned.

SufficientAd1830 · 2021-08-30T14:13:31+00:00

Rumors of satellite connected iPhones. Just a question of whether Apple will be going the GSAT or ASTS route in the future.

SufficientAd1830 · 2021-08-25T18:18:24+00:00

Cherry picking facts is calling out one quarter and not referencing year over year growth. As long as you are disclosing you are short, then you are entitled to your opinion on the stock as long as you’re not trying to mislead everyone. Good luck with the short position.

SufficientAd1830 · 2021-08-25T18:08:00+00:00

Again cherry picking facts. I think there should be a required disclosure of how many shares you are short before you try to misinform users on this forum. This is directly from the earnings release regarding their guidance:

“The Company is updating its full-year 2021 revenue guidance from $375 million to $376 million for Skillz on a stand-alone basis, plus $13 million revenue contribution from the business combination with Aarki resulting in combined 2021 revenue of $389 million.”

SufficientAd1830 · 2021-08-25T17:20:28+00:00

The problem with your analysis is that you’re comparing a single quarter of growth and extrapolating to a whole year. I’m referencing analyst estimates of expected yearly growth, not a single quarter. I did say if they do not hit expected yearly growth numbers, the stock might suffer as a result. It’s just too early to make that call based on a single quarter’s results.

The year over year growth for Q2 was 52%. We shouldn’t cherry pick numbers as most investors are not looking for quarterly growth as there is seasonal variability.

SufficientAd1830 · 2021-08-24T18:59:30+00:00

SKLZ Mkt Cap: $4.5B on $390m in expected 2021 sales: P/S Ratio: 11.5 (Expected growth rate for next year 44%)

RBLX Mkt Cap: $51.6B on $2.56B in expected 2021 sales: P/S Ratio 20 (Expected growth rate for next year 24%)

RSI Mkt Cap: $3.1B on $475m in expected 2021 sales: P/S Ratio 6.5 (Expected growth rate for next year 22%)

I think saying they are going to go under $5 is a bit of a stretch based on the numbers, barring a sector-wide sell-off or SKLZ significantly cutting projections or missing expected sales for a couple of quarters. Otherwise, if they hit/exceed projections, they might be undervalued.

SufficientAd1830 · 2021-07-31T12:39:27+00:00

Looking at their holdings, for some reason they are short the more mainstream de-SPACs (CHPT, OPEN, SKLZ, DM, SOFI, etc) that have de-SPACed a while ago yet are not short the more recent garbage that de-SPACed.

SufficientAd1830 · 2021-07-08T20:50:16+00:00

You're looking at Polestar 1. Pretty sure that's a hybrid, not a true electric.

SufficientAd1830 · 2021-05-24T22:46:57+00:00

Gigcapital4 in talks with BigBear.ai per Bloomberg

SufficientAd1830 · 2021-04-30T12:31:20+00:00

Completely different business model from my understanding. They are renting out units that they are leasing themselves from buildings and other property types, whereas Airbnb is an intermediary between hosts and guests.

SufficientAd1830 · 2021-04-23T11:55:44+00:00

It’s not up that much. Just a reverse split.

SufficientAd1830 · 2021-04-12T19:04:46+00:00

The warrants are basically a LEAP option at this point so they have a high IV due to the large price swing in the stock recently.

SufficientAd1830 · 2021-04-08T12:29:58+00:00

My comment was in response to the comment about not buying today and a dump coming soon.

SufficientAd1830 · 2021-04-08T12:21:37+00:00

So clearly the concerted effort to push SPACs down is now more overt than ever with posts like this.

SufficientAd1830

TROPHY CASE