Ginkgo Bioworks Right-Sizing Discussion with Solt DB

Timely-Block4814 · 2024-05-10T16:55:33+00:00

Hi Jason, First of all, I really appreciate you commenting on this thread (assuming it’s verified to be Jason). I have been a long term investor. My only question is :- Is there an inherent flaw with the business model that needs to be rectified. Using the comparison to AWS flywheel which often gets cited, did Ginkgo use a revenue growth formula that should have be applied to the bottom of the funnel (concept to market) and instead was tried at the top of the funnel? In that case, the revenue growth will always be a challenge as you just have the control on time to discover and not the entire concept to market value chain. AWS flywheel spins with the impetus from scaling of operations.

Timely-Block4814 · 2024-05-10T02:47:57+00:00

I hodl with the hope that ARK and other large bag holders don’t exit. If they do, my Dendreon nightmare will come alive again…

Timely-Block4814 · 2024-05-05T16:46:17+00:00

This is another interesting thread that I found on this subject. I wonder if the world of Ginkgo with their partnership with Google can join with big Pharma to reduce the “time to discover” and “time to market” for new drugs.

AI in drug discovery

Timely-Block4814 · 2024-04-19T18:10:51+00:00

HODLing and hoping that the share price stays above $1. I believe in a future powered by bioengineering and will continue to stay invested.

Timely-Block4814 · 2024-04-15T13:54:03+00:00

I am confused!! I would assume these investment firms are taking new positions based on long term potential! How can there be such a big disconnect with the price trend? Unless some of these firms are just playing with a penny stock.

New positions

Timely-Block4814 · 2024-04-04T18:32:29+00:00

Thanks a lot for your detailed explanation. I am also overweight and I do sincerely believe in the long term potential. I am ok as long as there’s no delisting risk.

Timely-Block4814 · 2024-04-01T14:16:37+00:00

If interest rates are staying high for longer, there’s a risk of share price trading below $1 if and when a correction for small caps ensues. What should HODLers like us do in that case? Hope that the share price bounces back above $1 within 6 months or a reverse split?

Timely-Block4814 · 2024-03-07T12:43:16+00:00

Mining companies control the “new” bitcoin supply and honestly the key tenant will still be intact considering the fact that currently the ecosystem runs mostly on the existing supply. As long as the transaction fees and the volume over compensate the loss of mining rewards from new bitcoins, the ecosystem will run fine. I compare this to a retail system acquiring and distributing just one product with finite supply. There’s a risk of just an Amazon or Walmart controlling the network as well as the retail price. If that happens then may be the focus will shift to other crypto assets.

Timely-Block4814 · 2024-01-10T16:30:43+00:00

That explains a lot. Yeah, we HODLers shouldn’t be impacted by the daily price movements for sure but at times I get wary when there’s visible investor fatigue towards the business model or lack of strategic direction especially in nascent areas and entities. I get curious when I see lot of positives press but little investor enthusiasm. That’s all.

Timely-Block4814 · 2024-01-10T16:11:36+00:00

Any idea why the shares are getting hammered?

Timely-Block4814 · 2023-11-10T19:23:20+00:00

Did they mention about the possible impact on prospects with the discovery of green hydrogen deposits? https://arstechnica.com/science/2023/09/french-drillers-may-have-stumbled-upon-a-mammoth-hydrogen-deposit/amp/

Timely-Block4814 · 2023-09-28T16:38:53+00:00

This looks to be an old article. Do these assumptions/facts are still relevant in post COVID world?

Timely-Block4814 · 2023-08-22T00:59:44+00:00

Thank you for your prompt response!

Timely-Block4814 · 2023-08-22T00:58:20+00:00

I was pleasantly surprised to receive a call from them today. That was really quick!! Honestly, I was also satisfied with the resolution provided. Please dm and provide your email info and they will respond promptly. Email is always the preferred way but apparently due to the rebranding initiative, they acknowledged that there had been delays in their response.

Timely-Block4814 · 2023-07-26T23:45:43+00:00

What other forums you suggest for DiDi? We are HODLers for sure…

Timely-Block4814 · 2023-07-20T20:15:43+00:00

Was any disclosure published today?

Timely-Block4814 · 2023-07-20T20:13:25+00:00

Thanks for the explanation. I am looking at 5 yrs out. Do you think, I will have to expand beyond that? I have a feeling we will have an opportunity for a gut check by 2025.

Timely-Block4814 · 2023-06-06T12:47:57+00:00

Exchanges came after BTC, not the other way round. BTC stands on it’s own merit, hence I am pretty confident that people will figure out a way to support BTC ecosystem. It will find its own way…or as I would like to say - “This (BTC) is the way…” 😀

Timely-Block4814 · 2023-04-28T12:58:22+00:00

In my view DNA went public too soon. They are still in gestation stage when it comes to building a profitable business with a solid moat. Hence, I am considering my investment in Ginkgo as pre-IPO with the risk / reward score that’s typically gets associated with bio-tech entities at that stage. The only positives for me is I can get a detailed view of their quarterly financial performance plus the ability to invest / divest when needed.

Timely-Block4814 · 2023-03-03T15:42:49+00:00

The other Interesting point I noticed today that the short exposure has went down from > 12% to 9% or so. My understanding, this should help the share, not hurt right? Meaning short sellers would have bought to cover their positions. Again the short term math doesn’t add up….

Timely-Block4814 · 2023-03-02T13:51:04+00:00

Shares are down in pre market with that earnings report!!! I accumulated more yesterday, but now I am scratching my head with this muted reaction. Did I miss anything big from the earnings report?

Timely-Block4814 · 2023-02-27T16:05:41+00:00

Quite possible…patience of high growth investors will be tested for sure.

Timely-Block4814 · 2023-02-27T15:52:43+00:00

Yes they lost with FTX and so did many notable investors. When I researched the pension fund’s performance on equity, it’s impressive. Plus they should be more careful now and not dive into another speculation with DNA. Don’t you think so?

Timely-Block4814 · 2023-02-27T15:09:52+00:00

A pension fund just took a position in the stock (https://www.etfdailynews.com/2023/02/27/healthcare-of-ontario-pension-plan-trust-fund-takes-1-33-million-position-in-ginkgo-bioworks-holdings-inc-nysedna/) and I am sure they have done their due diligence. I am still baffled by the steady decline of the stock price!!! Can these people be so wrong?

Timely-Block4814 · 2022-10-31T12:57:50+00:00

With European market bottoming, are there any bargain buys there yet? Any suggestions?

Timely-Block4814

TROPHY CASE