![]() ![]() You would probably do the same.ħ) Look at the remaining performance obligations (future revenues) in their SEC filings to see that they continue to grow substantially, also on the software side (RPO > 5 years). 49),Ħ) Insider selling: Yes they are selling but most of their (future) compensation is stock based so they are just hedging their bets. Cash & Short-Term Investments 138m Receivables 294m Other Current Assets 181m Non-Current Assets 891m PP. Short Interest: 42.74M (08/31/23)Short Interest Change. Low Interest Coverage -25.75 Hide Collapse STEM Intrinsic Value Base Case. View STEM revenue estimates and earnings estimates, as well as in-depth analyst breakdowns. Check if STEM is overvalued or undervalued under the bear. STEM describes Host customers in detail in their 10K (p. Stem Inc (NYSE:STEM) Intrinsic Valuation. Germany Switzerland Spain Poland Netherlands Greece France Ireland Italy Belgium Austria. United States Canada UK Hong Kong Japan Australia New Zealand. 12-month Pipeline of 7.2 billion at end of Q3 2022, up from 5.6 billion (+29) at end of Q2 2022. ![]() and it has all been paid and they still have 290m in cash left and they burn 20m/Qĥ) SW rev: "host customer arrangement: but we estimate that 95% of the revenue under this structure is derived from the hardware." - no source for this number, just taking a guess but it is your main argument?. Highest Short Interest Float OWNERS Retail Ownership Most Popular Funds Activist Investors Fund Sentiment - World. Short Interest Upcoming Special Dividends Delisted Stocks Model Portfolios. It is one of the few SPACs not to miss by a wide marginĢ) Claiming Athena is not used / out of date is pure bullshit - i recommend reading Guidehouse & Frost & Sullivan report where they are ranked first (not once mentioned in your report?)ģ) Growth companies typically lose money and burn cash, you probably shorted Amazon because they lost money in their early days? Just as $ FLNC did, they are now changing course and aim to be profitable by H2 23.Ĥ) Claiming their finances are stretched is far fetched, they financed the AE Acq with a 0.5% convertible and stock, so even though i agree on the price being high. While short stem design in total hip arthroplasty (THA) is not a new concept, interest has surged with the increasing popularity of less invasive techniques. It is likely to match the 315m forecast (adjusted for AlsoEnergy). Poorly researched report, but now i understand what is going onġ) It has not missed its pre Spac Revenue forecast ( sec.gov/. ![]()
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