+Follow
Delv
No personal profile
7
Follow
0
Followers
0
Topic
0
Badge
Posts
Hot
Delv
2021-04-29
H
Tesla Haters Are Harping on Emissions Credit Sales. Investors Shouldn’t Worry.
Delv
2021-04-25
hi
Skillz Has To Prove Itself to Investors Right Now
Go to Tiger App to see more news
{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3576117031479617","uuid":"3576117031479617","gmtCreate":1613023007994,"gmtModify":1613023007994,"name":"Delv","pinyin":"delv","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":7,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.13","exceedPercentage":"60.08%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"60.26%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":109655534,"gmtCreate":1619694544328,"gmtModify":1704728117442,"author":{"id":"3576117031479617","authorId":"3576117031479617","name":"Delv","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576117031479617","authorIdStr":"3576117031479617"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109655534","repostId":"1172342094","repostType":4,"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375525290,"gmtCreate":1619365639910,"gmtModify":1704722894620,"author":{"id":"3576117031479617","authorId":"3576117031479617","name":"Delv","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576117031479617","authorIdStr":"3576117031479617"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375525290","repostId":"1179864842","repostType":2,"repost":{"id":"1179864842","pubTimestamp":1619158578,"share":"https://ttm.financial/m/news/1179864842?lang=&edition=fundamental","pubTime":"2021-04-23 14:16","market":"us","language":"en","title":"Skillz Has To Prove Itself to Investors Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1179864842","media":"InvestorPlace","summary":"SKLZ stock is under pressure despite a hot gaming market.\n\nWith bears circlingSkillz(NYSE:SKLZ), inv","content":"<blockquote>\n <b>SKLZ stock is under pressure despite a hot gaming market.</b>\n</blockquote>\n<p>With bears circling<b>Skillz</b>(NYSE:<b><u>SKLZ</u></b>), investors need to think twice before considering this beaten-down firm. SKLZ stock peaked at $46.30 at the height of the<b>Nasdaq composite’s</b>rise. Since then, the index has bifurcated. Most of the FAANG stocks rose to lift the technology index while speculative ideas languished.</p>\n<p>What is wrong with Skillz? Is the company stock investable after posting wider losses in the fourth quarter and its equity offering afterward?</p>\n<p>Skillz priced an offering of 32 million sharesfor $24 on March 19. The company said that it would use the proceeds for working capital and general corporate purposes. The stock sale undermines the stock price. Markets reacted badly to the stock sale by quickly sending shares to $20 by the end of that month. It continued to head lower, trading recently near $15.</p>\n<p>The short float on Skillz stock isnow around 25%. Three of the five analysts on Wall Street rate the stock as a “buy.” The average price target is $31.40, implying a 108% upside, according to<i>Tipranks</i>.</p>\n<p>Readers must do their homework on this speculation in light of the dramatic underperformance compared to the index.</p>\n<p>Poor Fourth-Quarter Results</p>\n<p>In the fourth quarter, the leading mobile games platform posted revenue up 95% to $68 million. For the year, it expects revenue will rise by 92% from last year to a rangeof $225 million to $230 million. Gross profit grew by a healthy 95% to $64 million. Yet in the quarter, the company managed to lose $44 million, worse than the $9 million loss in the quarter last year.</p>\n<p>Gross marketplace volume was $463 million, up by 78%. Just as<b>Palantir</b>(NYSE:<b><u>PLTR</u></b>) posted losses because of stock-based compensation, Skillz did the same.Per slide 14, the company booked compensation costs through the research and development, general and administrative, and sales and marketing line items. A one-time transaction-related expense added another $4.7 million in costs.</p>\n<p>Investors who bet on a newly listed firm would enjoy positive stock price momentum lost a bundle. Fundamentals are disconcerting.</p>\n<p>Opportunity</p>\n<p>Optimistic investors may bet against the bears by anticipating the potential of a deal with the National Football League. Furthermore, growth in India is a positive catalyst. On its conference call, Chief Executive Officer Andrew Paradise cited India as its first international market outside of North America.</p>\n<p>The addressable market for international is four times that of North America. Ninety percent of its revenue is in the latter, so when it launches outside later this year, expect Skillz to raise its growth forecast.</p>\n<p>Paradisesaid he expects India’smobile gaming market will grow at 26% annually. By comparison, the U.S. market will only grow by 6%. Overestimating the revenue per user is the executive’s flaw in this optimistic forecast. For example,<b>Facebook</b>(NASDAQ:<b><u>FB</u></b>) makes the most money per user from the North American market. The site also earns more advertising per active user domestically.</p>\n<p>With Skillz stock in a severe downtrend, markets are not buying into the growth story. Despite the doubt, the platform has more positives ahead. Google Play updated its terms of service, which enables emerging content categories. The firm does not rely on the Play Store for its installed user base. Instead, users on the Android mobile system are growing at twice the rate of iOS on alternative app stores.</p>\n<p>Typical for any firm in the growth phase, Skillz expects a sharp increase in revenue growth this quarter. It will flatten after that (from Q2 to Q4). Chief Financial Officer Scott Henry said that significant investments will lead to market share growth while driving long-term value. In the long-term, it expects sustained revenue growth.</p>\n<p><b>Your Takeaway from SKLZ Stock</b></p>\n<p>Investors cannot ignore the severe downtrend hurting Skillz’s stock price. It has a sentiment score of 3/100,according to Stock Rover. The stock scores poorly on value compared to its peers.</p>\n<p>The company will need to post a steady increase in revenue in 2021 to lift the value score. The low sentiment score is a measure of the stock’s performance on the market.</p>\n<p>Management has time to prove itself to the wary investor. It had better do so sooner than that. Otherwise, shares risk falling to below $10. At single digits, the company will have one of the lowest market capitalizations in the gaming sector.</p>\n<p>That would dissuade investors from buying SKLZ stock.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Skillz Has To Prove Itself to Investors Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSkillz Has To Prove Itself to Investors Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 14:16 GMT+8 <a href=https://investorplace.com/2021/04/sklz-stock-has-to-prove-itself-to-investors-right-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SKLZ stock is under pressure despite a hot gaming market.\n\nWith bears circlingSkillz(NYSE:SKLZ), investors need to think twice before considering this beaten-down firm. SKLZ stock peaked at $46.30 at ...</p>\n\n<a href=\"https://investorplace.com/2021/04/sklz-stock-has-to-prove-itself-to-investors-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKLZ":"Skillz Inc"},"source_url":"https://investorplace.com/2021/04/sklz-stock-has-to-prove-itself-to-investors-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179864842","content_text":"SKLZ stock is under pressure despite a hot gaming market.\n\nWith bears circlingSkillz(NYSE:SKLZ), investors need to think twice before considering this beaten-down firm. SKLZ stock peaked at $46.30 at the height of theNasdaq composite’srise. Since then, the index has bifurcated. Most of the FAANG stocks rose to lift the technology index while speculative ideas languished.\nWhat is wrong with Skillz? Is the company stock investable after posting wider losses in the fourth quarter and its equity offering afterward?\nSkillz priced an offering of 32 million sharesfor $24 on March 19. The company said that it would use the proceeds for working capital and general corporate purposes. The stock sale undermines the stock price. Markets reacted badly to the stock sale by quickly sending shares to $20 by the end of that month. It continued to head lower, trading recently near $15.\nThe short float on Skillz stock isnow around 25%. Three of the five analysts on Wall Street rate the stock as a “buy.” The average price target is $31.40, implying a 108% upside, according toTipranks.\nReaders must do their homework on this speculation in light of the dramatic underperformance compared to the index.\nPoor Fourth-Quarter Results\nIn the fourth quarter, the leading mobile games platform posted revenue up 95% to $68 million. For the year, it expects revenue will rise by 92% from last year to a rangeof $225 million to $230 million. Gross profit grew by a healthy 95% to $64 million. Yet in the quarter, the company managed to lose $44 million, worse than the $9 million loss in the quarter last year.\nGross marketplace volume was $463 million, up by 78%. Just asPalantir(NYSE:PLTR) posted losses because of stock-based compensation, Skillz did the same.Per slide 14, the company booked compensation costs through the research and development, general and administrative, and sales and marketing line items. A one-time transaction-related expense added another $4.7 million in costs.\nInvestors who bet on a newly listed firm would enjoy positive stock price momentum lost a bundle. Fundamentals are disconcerting.\nOpportunity\nOptimistic investors may bet against the bears by anticipating the potential of a deal with the National Football League. Furthermore, growth in India is a positive catalyst. On its conference call, Chief Executive Officer Andrew Paradise cited India as its first international market outside of North America.\nThe addressable market for international is four times that of North America. Ninety percent of its revenue is in the latter, so when it launches outside later this year, expect Skillz to raise its growth forecast.\nParadisesaid he expects India’smobile gaming market will grow at 26% annually. By comparison, the U.S. market will only grow by 6%. Overestimating the revenue per user is the executive’s flaw in this optimistic forecast. For example,Facebook(NASDAQ:FB) makes the most money per user from the North American market. The site also earns more advertising per active user domestically.\nWith Skillz stock in a severe downtrend, markets are not buying into the growth story. Despite the doubt, the platform has more positives ahead. Google Play updated its terms of service, which enables emerging content categories. The firm does not rely on the Play Store for its installed user base. Instead, users on the Android mobile system are growing at twice the rate of iOS on alternative app stores.\nTypical for any firm in the growth phase, Skillz expects a sharp increase in revenue growth this quarter. It will flatten after that (from Q2 to Q4). Chief Financial Officer Scott Henry said that significant investments will lead to market share growth while driving long-term value. In the long-term, it expects sustained revenue growth.\nYour Takeaway from SKLZ Stock\nInvestors cannot ignore the severe downtrend hurting Skillz’s stock price. It has a sentiment score of 3/100,according to Stock Rover. The stock scores poorly on value compared to its peers.\nThe company will need to post a steady increase in revenue in 2021 to lift the value score. The low sentiment score is a measure of the stock’s performance on the market.\nManagement has time to prove itself to the wary investor. It had better do so sooner than that. Otherwise, shares risk falling to below $10. At single digits, the company will have one of the lowest market capitalizations in the gaming sector.\nThat would dissuade investors from buying SKLZ stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":109655534,"gmtCreate":1619694544328,"gmtModify":1704728117442,"author":{"id":"3576117031479617","authorId":"3576117031479617","name":"Delv","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576117031479617","authorIdStr":"3576117031479617"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109655534","repostId":"1172342094","repostType":4,"repost":{"id":"1172342094","pubTimestamp":1619688965,"share":"https://ttm.financial/m/news/1172342094?lang=&edition=fundamental","pubTime":"2021-04-29 17:36","market":"us","language":"en","title":"Tesla Haters Are Harping on Emissions Credit Sales. Investors Shouldn’t Worry.","url":"https://stock-news.laohu8.com/highlight/detail?id=1172342094","media":"MarketWatch","summary":"Teslabears need to stop harping onregulatory creditsales. The oft-repeated refrain is that Tesla isn","content":"<p>Teslabears need to stop harping onregulatory creditsales. The oft-repeated refrain is that Tesla isn’t profitable without credit sales. There are plenty of reasons bears can avoid Tesla stock, butcreditsTesla earns, and then sells for cash to other auto makers, for producing more than its shares of zero emission vehicles isn’t one of them.</p>\n<p>Tesla (ticker: TSLA) sold more than $500 million in regulatory credits in thefirst quarterand generated just under $600 million in operating profit. Excluding the credits, Tesla only eked out a small operating profit.</p>\n<p>But saying Tesla isn’t profitable without regulatory credits is falling victim to the fallacy of the predetermined outcome. It’s like saying the New York Jets lost a football game because of a bad call in the first quarter. There are many reasons the Jets lose and a refereeing mistakes aren’t one of them.</p>\n<p>To drive the analogy further, any Jets game would be totally different if the ref didn’t mess up. A penalty not called, or called, changes each subsequent play in unknown ways. If Tesla didn’t have regulatory credits to sell, the company would have to raise prices or cut costs or do something else to make money. The company would adapt to the situation.</p>\n<p>Raising prices could be a way to go, but higher prices, of course, have their own impact, potentially reducing demand. Tesla still managed to grow sales even after the company lost its $7,500 U.S. federaltax credit. That isn’t available to Tesla buyers any longer because Tesla has sold too many EVs to qualify.</p>\n<p>Tesla lost that federal credit at the end of 2019. It was effectively a $7,500 price increase in the U.S. on Jan. 1, 2020. Tesla sales in the U.S. grew 20% this past year, hitting $15.2 billion, up from $12.7 billion in 2019.</p>\n<p>There is one other–rather large–point about regulatory credits. They aren’t going away. If anything, they will increase. Government support might morph from what Tesla sells today into new purchase tax credits or something else, but governmentsin Chinaandthe U.S.are looking to increase the number of EVs sold.</p>\n<p>Refusing to deduct credit sales from operating income doesn’t make an investor a Tesla devotee. There are plenty of reasons people can choose to avoid the stock.Valuationbeing chief among them. Tesla is the world’s most valuable auto maker by a factor of roughly three even though it makes a fraction of the cars thatToyota Motor(TM), the second most valuable car company, does.</p>\n<p>Valuation is a stale reason to dislike the stock. People have been complaining about valuation for a long time. Investors can also decide that competition is ramping higher or that full self-driving technology will take longer to develop than Tesla currently believes and suggests. Autonomous driving isn’t easy. Elon Musk calls it the company’s hardest challenge and its biggest potential value creator.</p>\n<p>There is something in Tesla stock for full self-driving technology. How much is hard to say. Morgan Stanley analystAdam Jonasvalues Tesla mobility and network services business opportunities at roughly $330 a share.</p>\n<p>Those include software sales and robotaxis–both businesses are dependent on autonomous driving technology. His value is almost half of Tesla’s current stock price. Although Jonas’ Tesla target is $900 a share, making those business closer to one-third of the value he sees in the company.</p>\n<p>Autonomous hiccups, valuation and competition should be enough reason to avoid the stock. Just stop saying the company doesn’t make money without regulatory credits.</p>\n<p>Tesla shares are down about 2% year to date, trailing behind comparable gains of theS&P 500andDow Jones Industrial Average.Investors aren’t worried about the credit conundrum. They are waiting for quarterly operating profits to set new highs. When, and if, it does, they won’t care about the composition of the operating profit.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Haters Are Harping on Emissions Credit Sales. Investors Shouldn’t Worry.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Haters Are Harping on Emissions Credit Sales. Investors Shouldn’t Worry.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 17:36 GMT+8 <a href=https://www.marketwatch.com/articles/tesla-haters-are-harping-on-emissions-credit-sales-investors-shouldnt-worry-51619652841?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Teslabears need to stop harping onregulatory creditsales. The oft-repeated refrain is that Tesla isn’t profitable without credit sales. There are plenty of reasons bears can avoid Tesla stock, ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/tesla-haters-are-harping-on-emissions-credit-sales-investors-shouldnt-worry-51619652841?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/articles/tesla-haters-are-harping-on-emissions-credit-sales-investors-shouldnt-worry-51619652841?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172342094","content_text":"Teslabears need to stop harping onregulatory creditsales. The oft-repeated refrain is that Tesla isn’t profitable without credit sales. There are plenty of reasons bears can avoid Tesla stock, butcreditsTesla earns, and then sells for cash to other auto makers, for producing more than its shares of zero emission vehicles isn’t one of them.\nTesla (ticker: TSLA) sold more than $500 million in regulatory credits in thefirst quarterand generated just under $600 million in operating profit. Excluding the credits, Tesla only eked out a small operating profit.\nBut saying Tesla isn’t profitable without regulatory credits is falling victim to the fallacy of the predetermined outcome. It’s like saying the New York Jets lost a football game because of a bad call in the first quarter. There are many reasons the Jets lose and a refereeing mistakes aren’t one of them.\nTo drive the analogy further, any Jets game would be totally different if the ref didn’t mess up. A penalty not called, or called, changes each subsequent play in unknown ways. If Tesla didn’t have regulatory credits to sell, the company would have to raise prices or cut costs or do something else to make money. The company would adapt to the situation.\nRaising prices could be a way to go, but higher prices, of course, have their own impact, potentially reducing demand. Tesla still managed to grow sales even after the company lost its $7,500 U.S. federaltax credit. That isn’t available to Tesla buyers any longer because Tesla has sold too many EVs to qualify.\nTesla lost that federal credit at the end of 2019. It was effectively a $7,500 price increase in the U.S. on Jan. 1, 2020. Tesla sales in the U.S. grew 20% this past year, hitting $15.2 billion, up from $12.7 billion in 2019.\nThere is one other–rather large–point about regulatory credits. They aren’t going away. If anything, they will increase. Government support might morph from what Tesla sells today into new purchase tax credits or something else, but governmentsin Chinaandthe U.S.are looking to increase the number of EVs sold.\nRefusing to deduct credit sales from operating income doesn’t make an investor a Tesla devotee. There are plenty of reasons people can choose to avoid the stock.Valuationbeing chief among them. Tesla is the world’s most valuable auto maker by a factor of roughly three even though it makes a fraction of the cars thatToyota Motor(TM), the second most valuable car company, does.\nValuation is a stale reason to dislike the stock. People have been complaining about valuation for a long time. Investors can also decide that competition is ramping higher or that full self-driving technology will take longer to develop than Tesla currently believes and suggests. Autonomous driving isn’t easy. Elon Musk calls it the company’s hardest challenge and its biggest potential value creator.\nThere is something in Tesla stock for full self-driving technology. How much is hard to say. Morgan Stanley analystAdam Jonasvalues Tesla mobility and network services business opportunities at roughly $330 a share.\nThose include software sales and robotaxis–both businesses are dependent on autonomous driving technology. His value is almost half of Tesla’s current stock price. Although Jonas’ Tesla target is $900 a share, making those business closer to one-third of the value he sees in the company.\nAutonomous hiccups, valuation and competition should be enough reason to avoid the stock. Just stop saying the company doesn’t make money without regulatory credits.\nTesla shares are down about 2% year to date, trailing behind comparable gains of theS&P 500andDow Jones Industrial Average.Investors aren’t worried about the credit conundrum. They are waiting for quarterly operating profits to set new highs. When, and if, it does, they won’t care about the composition of the operating profit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375525290,"gmtCreate":1619365639910,"gmtModify":1704722894620,"author":{"id":"3576117031479617","authorId":"3576117031479617","name":"Delv","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576117031479617","authorIdStr":"3576117031479617"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375525290","repostId":"1179864842","repostType":2,"repost":{"id":"1179864842","pubTimestamp":1619158578,"share":"https://ttm.financial/m/news/1179864842?lang=&edition=fundamental","pubTime":"2021-04-23 14:16","market":"us","language":"en","title":"Skillz Has To Prove Itself to Investors Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1179864842","media":"InvestorPlace","summary":"SKLZ stock is under pressure despite a hot gaming market.\n\nWith bears circlingSkillz(NYSE:SKLZ), inv","content":"<blockquote>\n <b>SKLZ stock is under pressure despite a hot gaming market.</b>\n</blockquote>\n<p>With bears circling<b>Skillz</b>(NYSE:<b><u>SKLZ</u></b>), investors need to think twice before considering this beaten-down firm. SKLZ stock peaked at $46.30 at the height of the<b>Nasdaq composite’s</b>rise. Since then, the index has bifurcated. Most of the FAANG stocks rose to lift the technology index while speculative ideas languished.</p>\n<p>What is wrong with Skillz? Is the company stock investable after posting wider losses in the fourth quarter and its equity offering afterward?</p>\n<p>Skillz priced an offering of 32 million sharesfor $24 on March 19. The company said that it would use the proceeds for working capital and general corporate purposes. The stock sale undermines the stock price. Markets reacted badly to the stock sale by quickly sending shares to $20 by the end of that month. It continued to head lower, trading recently near $15.</p>\n<p>The short float on Skillz stock isnow around 25%. Three of the five analysts on Wall Street rate the stock as a “buy.” The average price target is $31.40, implying a 108% upside, according to<i>Tipranks</i>.</p>\n<p>Readers must do their homework on this speculation in light of the dramatic underperformance compared to the index.</p>\n<p>Poor Fourth-Quarter Results</p>\n<p>In the fourth quarter, the leading mobile games platform posted revenue up 95% to $68 million. For the year, it expects revenue will rise by 92% from last year to a rangeof $225 million to $230 million. Gross profit grew by a healthy 95% to $64 million. Yet in the quarter, the company managed to lose $44 million, worse than the $9 million loss in the quarter last year.</p>\n<p>Gross marketplace volume was $463 million, up by 78%. Just as<b>Palantir</b>(NYSE:<b><u>PLTR</u></b>) posted losses because of stock-based compensation, Skillz did the same.Per slide 14, the company booked compensation costs through the research and development, general and administrative, and sales and marketing line items. A one-time transaction-related expense added another $4.7 million in costs.</p>\n<p>Investors who bet on a newly listed firm would enjoy positive stock price momentum lost a bundle. Fundamentals are disconcerting.</p>\n<p>Opportunity</p>\n<p>Optimistic investors may bet against the bears by anticipating the potential of a deal with the National Football League. Furthermore, growth in India is a positive catalyst. On its conference call, Chief Executive Officer Andrew Paradise cited India as its first international market outside of North America.</p>\n<p>The addressable market for international is four times that of North America. Ninety percent of its revenue is in the latter, so when it launches outside later this year, expect Skillz to raise its growth forecast.</p>\n<p>Paradisesaid he expects India’smobile gaming market will grow at 26% annually. By comparison, the U.S. market will only grow by 6%. Overestimating the revenue per user is the executive’s flaw in this optimistic forecast. For example,<b>Facebook</b>(NASDAQ:<b><u>FB</u></b>) makes the most money per user from the North American market. The site also earns more advertising per active user domestically.</p>\n<p>With Skillz stock in a severe downtrend, markets are not buying into the growth story. Despite the doubt, the platform has more positives ahead. Google Play updated its terms of service, which enables emerging content categories. The firm does not rely on the Play Store for its installed user base. Instead, users on the Android mobile system are growing at twice the rate of iOS on alternative app stores.</p>\n<p>Typical for any firm in the growth phase, Skillz expects a sharp increase in revenue growth this quarter. It will flatten after that (from Q2 to Q4). Chief Financial Officer Scott Henry said that significant investments will lead to market share growth while driving long-term value. In the long-term, it expects sustained revenue growth.</p>\n<p><b>Your Takeaway from SKLZ Stock</b></p>\n<p>Investors cannot ignore the severe downtrend hurting Skillz’s stock price. It has a sentiment score of 3/100,according to Stock Rover. The stock scores poorly on value compared to its peers.</p>\n<p>The company will need to post a steady increase in revenue in 2021 to lift the value score. The low sentiment score is a measure of the stock’s performance on the market.</p>\n<p>Management has time to prove itself to the wary investor. It had better do so sooner than that. Otherwise, shares risk falling to below $10. At single digits, the company will have one of the lowest market capitalizations in the gaming sector.</p>\n<p>That would dissuade investors from buying SKLZ stock.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Skillz Has To Prove Itself to Investors Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSkillz Has To Prove Itself to Investors Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 14:16 GMT+8 <a href=https://investorplace.com/2021/04/sklz-stock-has-to-prove-itself-to-investors-right-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SKLZ stock is under pressure despite a hot gaming market.\n\nWith bears circlingSkillz(NYSE:SKLZ), investors need to think twice before considering this beaten-down firm. SKLZ stock peaked at $46.30 at ...</p>\n\n<a href=\"https://investorplace.com/2021/04/sklz-stock-has-to-prove-itself-to-investors-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKLZ":"Skillz Inc"},"source_url":"https://investorplace.com/2021/04/sklz-stock-has-to-prove-itself-to-investors-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179864842","content_text":"SKLZ stock is under pressure despite a hot gaming market.\n\nWith bears circlingSkillz(NYSE:SKLZ), investors need to think twice before considering this beaten-down firm. SKLZ stock peaked at $46.30 at the height of theNasdaq composite’srise. Since then, the index has bifurcated. Most of the FAANG stocks rose to lift the technology index while speculative ideas languished.\nWhat is wrong with Skillz? Is the company stock investable after posting wider losses in the fourth quarter and its equity offering afterward?\nSkillz priced an offering of 32 million sharesfor $24 on March 19. The company said that it would use the proceeds for working capital and general corporate purposes. The stock sale undermines the stock price. Markets reacted badly to the stock sale by quickly sending shares to $20 by the end of that month. It continued to head lower, trading recently near $15.\nThe short float on Skillz stock isnow around 25%. Three of the five analysts on Wall Street rate the stock as a “buy.” The average price target is $31.40, implying a 108% upside, according toTipranks.\nReaders must do their homework on this speculation in light of the dramatic underperformance compared to the index.\nPoor Fourth-Quarter Results\nIn the fourth quarter, the leading mobile games platform posted revenue up 95% to $68 million. For the year, it expects revenue will rise by 92% from last year to a rangeof $225 million to $230 million. Gross profit grew by a healthy 95% to $64 million. Yet in the quarter, the company managed to lose $44 million, worse than the $9 million loss in the quarter last year.\nGross marketplace volume was $463 million, up by 78%. Just asPalantir(NYSE:PLTR) posted losses because of stock-based compensation, Skillz did the same.Per slide 14, the company booked compensation costs through the research and development, general and administrative, and sales and marketing line items. A one-time transaction-related expense added another $4.7 million in costs.\nInvestors who bet on a newly listed firm would enjoy positive stock price momentum lost a bundle. Fundamentals are disconcerting.\nOpportunity\nOptimistic investors may bet against the bears by anticipating the potential of a deal with the National Football League. Furthermore, growth in India is a positive catalyst. On its conference call, Chief Executive Officer Andrew Paradise cited India as its first international market outside of North America.\nThe addressable market for international is four times that of North America. Ninety percent of its revenue is in the latter, so when it launches outside later this year, expect Skillz to raise its growth forecast.\nParadisesaid he expects India’smobile gaming market will grow at 26% annually. By comparison, the U.S. market will only grow by 6%. Overestimating the revenue per user is the executive’s flaw in this optimistic forecast. For example,Facebook(NASDAQ:FB) makes the most money per user from the North American market. The site also earns more advertising per active user domestically.\nWith Skillz stock in a severe downtrend, markets are not buying into the growth story. Despite the doubt, the platform has more positives ahead. Google Play updated its terms of service, which enables emerging content categories. The firm does not rely on the Play Store for its installed user base. Instead, users on the Android mobile system are growing at twice the rate of iOS on alternative app stores.\nTypical for any firm in the growth phase, Skillz expects a sharp increase in revenue growth this quarter. It will flatten after that (from Q2 to Q4). Chief Financial Officer Scott Henry said that significant investments will lead to market share growth while driving long-term value. In the long-term, it expects sustained revenue growth.\nYour Takeaway from SKLZ Stock\nInvestors cannot ignore the severe downtrend hurting Skillz’s stock price. It has a sentiment score of 3/100,according to Stock Rover. The stock scores poorly on value compared to its peers.\nThe company will need to post a steady increase in revenue in 2021 to lift the value score. The low sentiment score is a measure of the stock’s performance on the market.\nManagement has time to prove itself to the wary investor. It had better do so sooner than that. Otherwise, shares risk falling to below $10. At single digits, the company will have one of the lowest market capitalizations in the gaming sector.\nThat would dissuade investors from buying SKLZ stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
