Fool's "Undervalued 5G stock with 268X growth potential" . Evidently, they know what Travis suggested about the valuation. It is now an official buy recommendation. Learn how your comment data is processed. : Former Telecom Insider Reveals This Is the Only 5G Stock You Need to Own. I agree, I think the fool has had some good picks over the years and its a shame that their scammy marketing kind of overshadows what was once a great service. Take Care Travis, I bought Gilat as a merger arbitrage, and sold when the merger failed. And they do claim to be pushing the envelope on yields and my numbers are a few years older, perhaps they do better. Linchpin Device and the Next Tech Giant Whats Fesslers Hand You Up to 24 Times Your Money 5G Stock? So if youre look at price/sales, its really at more like 60X sales right now. For more information, read our disclaimer and privacy policy. Presumably theyll bring on more debt or lease properties or otherwise raise more capital to lever that up a little bit more, and certainly their revenue projections require them to build more facilities than they can currently pay for without debt. What's being hinted at in the pitch for Motley Fool Extreme Opportunities: Next-Gen Supercycle? Checking in on some of our ugly marijuana-related positions this week plus thoughts on PW, 5G and more What's being hinted at in the latest ads for Motley Fool Rule Breakers? Tangent, Amazon has recently been buying some dead malls to be made into fulfillment warehouses. Hypersonic New 5G Weapon Teased Whos First to Build the 5G Arrow Teased by Dylan Jovine? They dont really care which service you subscribe to, they care about how many dollars come in the front door and the dollars that cant leave are the best. What's Real Wealth Strategist's teased $13 stock leading the "full-scale transformation of a globally vital $926 billion industry? 5G = Grapes, Grains, Groundnuts, Garlic and Gooseberries. Theyre projecting that getting to $250 million or so in revenue will be enough to generate some free cash flow on an operating basis (if you ignore the capital and startup cost of building their new facilities), and they expect a steady state unlevered return, before financing costs, of about 13% from their current 60-acre tomato facility. For free. Whats Kohls Intel of quantum computing? I dont know what kind of assumptions theyre making about their construction costs, or about food prices or yields, but I would say, at least, that the progress for APPH will probably be much more predictable and linear than some of the high-tech SPAC mergers who are really making projections based on technology that hasnt yet been commercialized people have been industrializing agriculture for hundreds of years, and the act of planting, harvesting and transporting a tomato to market is much more predictable than inventing a new battery chemistry or selling a LiDAR system into a car that has not yet been designed. Here are some clues from their ad: I dont remember where I heard about it first but I think it is Aquabounty. By Travis Johnson, Stock Gumshoe, April 15, 2021. 5G Supercycle - An Investor Guide to Apple's Next Must Have Device The Motley Fool Member Services If you have seen an advertisement about our report titled '5G Supercycle - An Investor Guide. Here's the promise: By acquiring shares in these SPAC https://www.gurufocus.com/stock/CEVA/summary. This time the "5G Master Key" is Gilat Satellite Networks (GILT) trading at $9.81 at the mom Generally true that the most signal-dense 5G signals have trouble with obstacles because the wavelength is shorter. They tell us the size and rough valuation, .tiny $1.66 billion market cap I was surprised to see this company only trading at 4.3x sales. CEVAs technology portfolio includes digital signal processors, AI processors, wireless platforms and complementary software for sensor fusion, image enhancement, computer vision, voice input and artificial intelligence, all of which are key enabling technologies for a smarter, connected world. Investors left 2019 with hopes of a 5G "supercycle" in stocks, which was largely halted by the disruption brought on by the Covid-19 pandemic. What other clues do we get about this one? You cant get to those dreamed-of 2025 numbers that so many SPAC deals are based on if you dont build the foundation of that growth today, and APPH is not building. Thanks Travis for what you do !! Manwards Pre-IPO Opportunity of our Lifetimes, Convergence company taking over Biotech Whats Jeff Browns Small Cap Company Using AI To Discover Drugs?. This is still making rounds. A global commodities supercycle is defined as a synchronised and sustained price increase lasting more than five years, such as the one that occurred in the early 2000s and concluded with the 2008 financial crisis. Learn how your comment data is processed. There are thousands of folks that are turning food waste into black gold. AppHarvest hadnt completed their facility or finished a harvest by late in 2020 (they harvested their first tomatoes in January), and didnt have any revenue and theyre forecasting just $20-25 million in sales this year (though as they add facilities, growth should be strong more than doubling every year for a few years, according to their forecasts). Micron stock price how many growth cycles per year does your cousin achieve? Specifically, in regard to royalty revenue forecast, we are taking a wait and see approach, as the semiconductor industry has experienced extended lead times for chip orders and lean inventories, which we expect to last through the first half of the year. I have subscribed to 5 of the Motley Fools services. It is going public via spac. It's Iluka Resources, a global critical minerals company. Checking in on a bunch of Real Money Portfolio newsmakers including MGM, NFDA, COR, PINC, IQ and many more plus two new names on the watchlist, What's being pitched by Sniper Report as a play on the "new $12 trillion tech race? We are forecasting total revenue to be just over $106 million $106 million for 2021 with growth in both royalties and licensing. As another commenter said, my bet would also be on Disney. Will Trumps 5G Lockdown benefit the FIRST 5G Turbo Stock' Navellier Recommends? To be fair, this ad is not new. By clicking any link on this page you are giving your consent for us to set cookies. If you want to use a fairly optimistic look, then, that means, at $65, that we assume they will grow earnings by 45%, and were paying about 70X those earnings. companies before they find their target, we High-end portfolio service from the Motley Fool, recommends an allocated portfolio of stocks around a theme (mostly 5G in this case), and provides commentary and updates on those stocks, regular rebalancing/reranking of the portfolio, and occasional additions of new stocks. When I invest $10,000 in a $10 billion company, I own one-millionth of it. Travis, a key point which seems to have been overlooked here, is that CEVA has a TINY TINY float of ONLY Sad to say I sold out long before it hit $1281/share! Thanks to the gumshoe for another amazing Basically Qualcomm is a best-in-class semiconductor company the head office is in San Diego they are the worlds larg Hello, Friday, though, I started to wonder if I had made a mistake in switching mostly to Navalliers Accelerrated Profits, because they are pretty much all, for me, in the red. )*. Everything grows better with a little worm poop. He talked about filters needed for 5G everything. 1. Folks, back away from the Wall Street numbers for a second and do a little research on the most profitable Ag crops by acre. And, of course, its top secret this is what the email said that several readers forwarded: This edition is reserved for Motley Fool members like you who have proven their loyalty and dedication to the principles of Foolish investing, so Id ask you not to share its contents widely., (I guess weve got plenty of rule breakers here in Gumshoedom, too). ", Todays spiel for the Thinkolator is from Ian King, who is selling his Automatic Fortunes newsletter ($79/yr) with the promise that, among other things, hell reveal two stocks in special reports about to be headed your way: The $5 Stock Leading the 5G Revolution; and The Driverless Car Race Is Here: Grab Over 100% Gains []. Apple's iPhone sales have remained strong. Its non refundable, properly speaking, but there is still the option of transiting to another service, if you dont like the one you subscribed. The Fool's Investor Digest over the weekend included a little tease about one of their favorite small growth stocks, so I thought we'd dig into that for you on this lovely July Monday.. July 26, 2021 / Travis Johnson, Stock Gumshoe . This site uses Akismet to reduce spam. Motley fool 5g stock pick And have identified one under-the-radar California company that's cleverly positioned itself to dominate the 5G industry with its unique business model and technology. You some how manage to get down to the raw fundamentals, in quite vivid detail in a short letter to your followers. Thanks for all that you do for us and particularly for digging this one out. In our base station and IoT product category, we expect to continue to outgrow the markets we are targeting. Agree Martin. Links to outside information and information share are welcome, soliciting is forbidden -- Stock Gumshoe cannot serve as an exchange for buying, selling or trading information beyond what you post in your comments for public view. A transition to a new wireless standard is still a big deal, it still drives a lot of infrastructure buildout, new demand for equipment (including new phones), and, as that faster service becomes more available, it will presumably drive new innovative products that take advantage of it (remember before 4G, when you couldnt even reliably watch videos on your phone?) This site and Stock Gumshoe publications and authors do not offer individual financial, investment, medical or other advice. By Travis Johnson, Stock Gumshoe, September 25, 2020. Over time it has worked out reasonably well, heres how CEVA (blue) has stacked up over the past 18 years or so compared to the Nasdaq 100 (QQQ, in orange) and the iShares Semiconductor ETF (SOXX, red): The growth is not looking particularly overwhelming, heres an excerpt of the guidance they gave in that earnings call last week which sounds qualitatively good, but represents only 6% revenue growth (perhaps just because theyre being a bit conservative on the royalty forecast): Now for the guidance, we expect 2021 to be another growth year for CEVA as the momentum in our business continues. My cousin with 4 yr degree in Ag farms 1,400 acres. This site uses Akismet to reduce spam. Comment Title. The business is benefiting from the world . Essentially, the throughput of 5G means that you can have a small robot with the brain of a supercomputer. I have yet to see anything from them which cannot be discerned with a modicum of DD, however CEVA follows the Fool premise of long plays and seems like a safe investment given their history. By Travis Johnson, Stock Gumshoe, February 23, 2021. Would love your thoughts, please comment. It holds an "A" in Trade Grade, Peer Grade, Buy & Hold Grade, and Industry Rank. AQB has patents for GMO salmon, it is FDA approved. Of course there are always some losers but I am up 134% overall. I generally consider net insider selling to be the absence of a positive, not a negative by itself. Hence, TSM is rated a "Strong Buy" in our POWR Ratings system. Like any stock that I have purchased some go up and some go down if I look at short term. It offers lower latency (the time between an input or request for data and the network's. (Also teased as "America's 5G Landlord"), The Complete Investor promises "gains of up to 2,247%" in selling Leeb's special report "The 5G Fix: How To Profit From The $5 Stock That Fixes 5Gs Fatal Flaw". But that 4.3X sales bit is way off, so that slows me down a bit. Yes, $25 X 268 is $6.7 billion. Whats Stansberrys This Keystone Technology Will Spark the Next Industrial Revolution?, Friday File: Updates on Boston Omaha and Ecora. The 5G Stock That Practically NOBODY Knows About. That brings his total holdings (both direct and indirect) to more than 2 million . Any ideas on Michael Robinsons 20 5G stocks to get now own AMT (towers, think 5G) and PLD (logistic) both are up there with the best REITs. It got a little bit lost in the shuffle with the pandemic and the explosion of SPACs and space stocks and sports gambling and all kinds of other sexycool ideas, but its still out there. What's being teased by Microcap Insider with their pitch about "Forever Memory? I can advertise them as organic too! I have been getting these emails the past week or so, authored by Keith Kohl. Said the average cell phone uses one filter but 5G will need 24 to filter out interferences. What's being pitched as an Agtech "Radar Stock" by the Fool's Next-Gen Supercycle? Latest Navellier Growth Investor ad says "Our Expert Reveals ONE Under-the-Radar 5G Company That Is Storming to an Early Lead in this $12.3 Trillion Opportunity." I absolutely love the work you do. Of course, I havent bought shares at this point and I said some similarly positive things about CEVA last April, when it was being teased as one of the 5G (or 15G, he said) stocks by George Gilder, and I didnt buy it back then, either (mores the pity, its up more than 100% since then, like so many other tech stocks). Im on the fence at this valuation, even though Ive been able to reasonably justify a 30-40X EBITDA valuation for my favorite indoor agriculture facility owner (thats the pot landlord IIPR), but its true that controlled environment agriculture is a growing trend, tomatoes face a lot less regulatory risk than marijuana, and AppHarvest is an impressive startup. FYI- Veeva (VEEV) is another public benefit corp. Perhaps AppHarvest has better facilities or will be more efficient than Village Farms, and its definitely planning more aggressive expansion but Village Farms is also more diversified and has been doing this for longer, and their tomatoes will probably cost about the same as AppHarvests in the store. Or so, authored by Keith Kohl 106 million for 2021 with in. Getting these emails the past week or so, authored by Keith.. Invest $ 10,000 in a short letter to your followers folks that turning. Cell phone uses one filter but 5G will Need 24 to filter out interferences ad: I remember. 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