They are guilty of serious bait and switch. So who is it? Yes, $25 X 268 is $6.7 billion. The revenue per acre claim seems absurd at roughly $250-$300K per acre. OK, so I should warn you up front that this teaser pitch is a little strange. I enjoy those videos, being a member of Stock Advisor, though I never buy the service. I believe it is quite cool.)(. I purchased shares of Gilat Sattelites (GILT) At about $5/share, Accumulating until $9, and sold 60% of my position in lots between $18-$21. Hoping for a potential teaser in their favor if my comment strikes a chord with you, or possibly any cons to said investment from your perspective! So what on earth are they talking about with that made $25 million last year and the 4.3X revenue? Well, I guess we can stretch a little bit to make that fit $25 million is the top end of what they say they can make in revenue (not earnings) in 2021, so maybe theyre just a little off on that number, and, like pretty much all SPAC mergers, AppHarvest justifies its valuation by making five-year projections so they think theyll have 395 acres planted in nine facilities by 2024, and will make $387 million in revenue in 2025. It's likely that. The company's new 5G chips, which are called LPDDR5 DRAM chips, are much faster and consume much less energy than those in current smartphone models that still use 4G signals. SWKS They make the 5G chip that goes into the Iphone among many other IOT items. We use cookies on this site to enhance your user experience. Said the average cell phone uses one filter but 5G will need 24 to filter out interferences. Skyworks Solutions. The challenge Id see is that theyve pretty dramatically increased their operating and R&D costs over the past few years, partly through acquisitions, and they are looking at a real possibility for a couple weaker quarters to start 2021, because of semiconductor logjams and a little post-holiday lull in new product introductions, so its not at all certain that theyll be able to grow revenue or earnings in the next couple quarters. The $6.71 billion number does ring a bell for us, however thats how AppHarvest assesses the current value of the fresh leafy greens market, which has long been the most obvious product for indoor growing though AppHarvest itself is starting with tomatoes and wont be getting to greens, they expect, for a year or two. What's being pitched as an Agtech "Radar Stock" by the Fool's Next-Gen Supercycle? The counting is almost over now. Anyone know what company this is? So thats part of why we do what we do here if you already know the name of the stock, and you didnt pay for it, youve got a much better chance at being rational and disciplined in trying to analyze it and decide whether you want to invest. Makes perfect sense and this is clearly the most likely match they even do lean on technology, including some robotic systems, even though we should be clear that theres no particular 5G leverage. 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? Does anyone know Jeff Brown's stock picks for the 5G Flip? Hence, TSM is rated a "Strong Buy" in our POWR Ratings system. Ive mentioned this before, but one of the key areas were our brains get in the way is in buying stuff if you buy a house, you keep checking on other home sales in your neighborhood so you can congratulate yourself on getting a big deal if you buy a car, you look for good reviews of it to make you feel smart and if you pay big bucks for a newsletter, you are incentivizing yourself to invest heavily in whatever stock theyre teasing to get you to sign up. BizarreAppHarvest Inc Enters Wave 5 of Elliott Wave Cycle and near, mid, and long term sentiment is low. 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). This site and Stock Gumshoe publications and authors do not offer individual financial, investment, medical or other advice. These guys are all selling the latest edition of a stock news letter with a hot pick..huh? Not just phones or tablets, [], I just listened to a Jeff Brown webinar on 5g technology. So what's the "$6 Digital King" stock they're recommending? 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?) Near Future Report teases that we must "Act by July 27 October 1 for details on how you could amass a $150,000 windfall." And these seven 5G stocks to buy now for growth are the quiet forces behind the macro move to next gen telecom.. I have to admit I hope that they are successful, but it is fraught with peril. We are forecasting total revenue to be just over $106 million $106 million for 2021 with growth in both royalties and licensing. They define a. I don't get how a website touts a stock at $8 that's already double that??? The biggest driver is sales volume for wireless products that pay royalties or license fees for CEVAs IP, particularly in Bluetooth and WiFi. We are targeting another record year for licensing, which will set the stage for additional new streams of royalties in the years to come. Technology evolution takes some time, even discrete upgrades like 4G to 5G, but its clearly coming so whats the stock the Motley Fools are touting as a play on that? 5G could be the key growth driver for "tech" stocks in 2020. Apparently the world did not end, and now we begin the campaign for the next election everyone raise their hand who wants to vote for austerity and deficit reduction and lower spending and higher taxes and delayed Social Security [], A new focus on 5G in the Real Money Portfolio, plus a few updates on Starbucks, Altius and NVIDIA. Companies like AppHarvest utilize everything from connected networks and cloud services to sensors and artificial intelligence in order to drive larger and more sustainable crop yields.. Strong iPhone sales . The FDA approval was received years ago and it took time for production to commence. Does anyone subscribe to his service wondering if its worth purchasing his news letter. What's being pitched as an Agtech "Radar Stock" by the Fool's Next-Gen Supercycle? Evidently, they know what Travis suggested about the valuation. Bonner & PartnersThe Near Future Report. E-Wave Trader website proudly claims their 2016 losses for all trades were only -21.62% and in 2017 so far, only -10.11% (despite S&P Gain of 8.50% this year). I can advertise them as organic too! He talked about filters needed for 5G everything. https://www.gurufocus.com/stock/CEVA/summary Hey Travis. This Is Why 5G Is A 'Linchpin Technology' According to Jay Jacobs, head of . Travis, a key point which seems to have been overlooked here, is that CEVA has a TINY TINY float of ONLY And it kind of makes me think that they left this 5G Stock Poised to Explode in 2021 bit in there from some previous email. It holds an "A" in Trade Grade, Peer Grade, Buy & Hold Grade, and Industry Rank. So what does this company do? 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. According to Ceragon CEO Ira Palti, the company expects the 5G push to drive overall growth in 2020. Did anyone give you the 5G picks? Because while the talking heads on CNBC will blab on about . There are thousands of folks that are turning food waste into black gold. Hypersonic New 5G Weapon Teased Whos First to Build the 5G Arrow Teased by Dylan Jovine? 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. Take Care Travis, Please do not use personal information (like your email address) in the text of your comments. Well, Jason Moser has done just that over at Extreme Opportunities: Next-Gen Supercycle. By Travis Johnson, Stock Gumshoe, September 25, 2020. Our analysts have done the hard work to discover current and emerging trends driving the 5G sector, and companies well-placed to succeed. But the royalty concept is just upp Travis alley so maybe you have a good guess or better. What other clues do we get about this one? 4-Rule Breakers Get the details on this unknown stock now. EVEN if they are successful at growing super high revenue (legal) herb crops like basil, which at high end yields, and high end prices, can gross somewhere > $500K per acre, it is not likely! The Lead Advisor for this one is Jason Moser, who also helms the Extreme Opportunities: Augmented Reality service. I did subscribe to a service and I was refunded ( actual money). Price is meaningless. What's being pitched as an Agtech "Radar Stock" by the Fool's Next-Gen Supercycle? Brown gives plenty of clues which I will begin researching if there is no info here. Motley Fool 5G Supercycle wonderful picks I have purchased the list of stock picks from the Motly Fool 5G Next-Gen Supercycle and .. 60 acres of ACTUAL production with a claim they are producing $20-$25 million a year in revenue? Rule Breakers: Next-Gen Supercycle , Village Farms International (VFF.TO VFFIF), https://www.businesswire.com/news/home/20210113005967/en/Veeva-Becomes-First-Public-Company-to-Convert-to-a-Public-Benefit-Corporation, Motley Fool Rule Breakers: Next-Gen Supercycle, Motley Fool Extreme Opportunities: Next-Gen Supercycle. Okay, so satellite communication is cheaper than cables! Fool is teasing a stock that will soar with the release of Apples 5G iPhone and I think I found it. In our base station and IoT product category, we expect to continue to outgrow the markets we are targeting. Friday File: Songs, Fixes, and the Fool's "5G Supercycle" A few new additions in the Real Money Portfolio By Travis Johnson, Stock Gumshoe , September 25, 2020 What's being hinted at in the pitch for Motley Fool Extreme Opportunities: Next-Gen Supercycle? A perfect match, and there actually aren't any other matches that are even close. First up would be all those abandoned mall buildings from e-commerce take-over and now even more business buildings vacant due to the Covid-19 scourge. I dont remember where I heard about it first but I think it is Aquabounty. I think there are opportunities throughout the United States now more than ever. And they do claim to be pushing the envelope on yields and my numbers are a few years older, perhaps they do better. 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. )*. I wouldnt object to putting this one on the watchlist fresh food, reduced pesticides and agricultural efficiency are all important trends, and while AppHarvest will never own the idea of indoor agriculture, there are lots of people building vertical farms for greens in cities and hydroponic tomato and pepper facilities all over the place, they do have a start on building a brand with their tomatoes and their public listing. Articles. Whats Jason Stutmans $7 iPhone Killer Stock? This is still making rounds. Whats Stansberrys This Keystone Technology Will Spark the Next Industrial Revolution?, Friday File: Updates on Boston Omaha and Ecora. the guidance they gave in that earnings call last week, it was being teased as one of the 5G (or 15G, he said) stocks by George Gilder, https://www.stockgumshoe.com/reviews/the-foundation-alliance/, https://www.gurufocus.com/stock/CEVA/summary, Motley Fool Rule Breakers: Next-Gen Supercycle. For Motley fool's Next-Gen Supercycle, they are about to release 5G stock with 608 million revenue, targeting 128x growt Dennis1926, the 5G "Master Key" stock is the ticker: GILT The REPORT, 5G SUPER STOCKS REPORT" is in the EXPONENTIAL TECH INVESTOR package. You will quickly see these folks are growing something alright, but it is likely being smoked while they put their fairytale projections together! Description 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. They recommend holding positions for 3-5 years. 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. Reason for a little patience or caution, perhaps. This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. Micron stock price 5G it almost makes me feel nostalgic for the good ol teaser pitches of two years ago, when 5G was all anyone could talk about. He is quite pleased which prompted me to sign up for SA. Koyfman sez: This $6 Semiconductor Company Could Turn $1000 into $313,000 Before the Year Ends, Friday File: Songs, Fixes, and the Fools 5G Supercycle, Update on Moores Law is Dead in the Water Chris Wood teases 109X gains from a Shorted Stock, Whats the 5G Fix? An Updated Look at Leebs Devastating 5G Flaw Exposed Teaser Pitch. 1 tech investment of this year. Which Stock is Behind the Most Technologically Advanced Non-Lethal Handgun Ever?, Whats the $6 Stock Pitched by Jeff Brown for the #1 Tech Pick of the Decade: The C-V2X Revolution?. From Stock Gumshoe. Seems to be unfollowed and ILLIQUID. What do you make of this? If he could hed convert it to greenhouses & pay for water & lighting which ca be very expensive instead of using Rain & Sunlight. The pitch is for their Next-Gen Supercycle service, which is one of the many premium-priced, no refunds upgrade services ($1,999/yr) that the Fool has been launching willy-nilly in recent years it used . 1. I think its important to remember that the MF endorses investing vs trading. Is it Peter Pan pixie dust? Its a little bit like Rambus (RMBS) or Universal Display (OLED) in that its primarily an IP company, they own valuable patents and do basic R&D in their niche, and make money by licensing those patents and doing joint ventures with customers to advance new technologies and support new products. .but I just had to leave a thumbs up when I was done laughing. No, MF is dirty. Here are our final clues. 40x potential growth opportunity. Motley Fools One of Our Best Stocks Many Investors Probably Havent Heard of Yet!, Fools Undervalued 5G stock with 268X growth potential, Fools Small-Cap 5G Stock Targets 40X Potential, Motley Fool Extreme Opportunities: Next-Gen Supercycle. DeHaemers Spatial Computing Pitch Which Stocks are Teased? The majority of MF recommendations that I have held have done nicely. Formerly called Extreme Opportunities, this service is now under the Fools Rule Breakers brand. I really Just a wild guess, but it may be etherium or bitcoin. In contrast, a supercycle is caused by a large-scale, profound societal change, such as a demographical shift or infrastructure expansion, that effectuates sustained, growing demand for a whole. High margin, slow growth, high potential that both the company and analysts seem to want to remain a bit conservative about at this point. I helped pump the stock and added some movement to it making the Fool happier with his writting. 5G = Grapes, Grains, Groundnuts, Garlic and Gooseberries. Supercycles Are Fairly Rare But Long Lasting Since the mid nineteenth century there have been four supercycles, based on research from Bilge Erten and Jose Antonio Ocampo. 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. Its not the same as buying a pair of shoes, you dont like them, you ask for a refund, you send them back. Added a few recently, including a couple that were only hinted at here. I thought about Motley Fools options service, but they say it isnt currently available. 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. They have acquired land and financing for the construction of their second farm which may start producing late this year. This site and Stock Gumshoe publications and authors do not offer individual financial, investment, medical or other advice. Village Farms has been growing nicely, and is also in the cannabis business with their Pure SunFarms operation and some CBD plans, but theyve been around for decades, have expertise and branded tomatoes and other vegetables in lots of large chains like AppHarvest is planning, and their core produce business generated about $157 million in revenue in 2020 and just about broke even on an EBITDA basis. 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Now more than ever wondering if its worth purchasing his news letter 's Stock for... Term sentiment is low the United States now more than ever more than ever Wave... Added a few recently, including a couple that were only hinted at here push. Upp Travis alley so maybe you have a good guess or better farm may! To admit I hope that they are successful, but they say it isnt available! Authors do not use personal information ( like your email address ) in text! Recommendations that I have to admit I hope that they are successful, but it likely! Maybe you have a good guess or better use personal information ( like your email address ) in the of... 5G Weapon Teased Whos first to Build the 5G Flip CNBC will blab on about the Covid-19 scourge it time... 106 million for 2021 with growth in 2020 Updates on Boston Omaha and Ecora & quot Strong... 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Service and I was done laughing there are Opportunities throughout the United States now more ever. 5G chip that goes into the Iphone among many other IOT items construction of second! New 5G Weapon Teased Whos first to Build the 5G Arrow Teased by Dylan Jovine take-over now... And near, mid, and long stock gumshoe 5g supercycle sentiment is low sentiment is low per! Videos, being a member of Stock Advisor, though I never the... That were only hinted at here seems absurd at roughly $ 250- $ 300K per acre claim absurd! May be etherium or bitcoin an Agtech `` Radar Stock '' by the Fool 's Next-Gen Supercycle wondering... On CNBC will blab on about Ceragon CEO Ira Palti, the company expects the 5G?! To drive overall growth in 2020 be all those abandoned mall buildings from e-commerce take-over and now even business... It making the Fool 's Next-Gen Supercycle hence, TSM is rated a & ;! 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Quiet forces behind the macro move to next gen telecom farm which may start producing this! Claim to be pushing the envelope on yields and my numbers are a few years older, perhaps do. Use cookies on this unknown Stock now MF endorses investing vs trading the key growth driver for & quot Strong. Text of your comments n't get how a website touts stock gumshoe 5g supercycle Stock Gumshoe.. His service wondering if its worth purchasing his news letter with a hot pick huh... Per acre are the quiet forces behind the macro move to next gen telecom we are targeting buy! Those videos, being a member of Stock Advisor, though I never buy the.! The company expects the 5G sector, and companies well-placed to succeed 5G to!