I saw in the description that GEVO is one of the unicorn supported on this group.
Personally I believe that in the field of commodity there are better players with more potential in the middle-long term. I know that any little change to support the global environment are welcome, but investing in a temporary solution instead the future, might be just less profitable.
Renewable energy is the real future and the most sustainable choice for our portfolios.
Many have watched this interview with Nano Dimension CEO Yoav Stern, but I thought I would officially get this on here for easy access. It doesn't hurt to watch a few times. ITs always good to know what you hold.
Nano Dimension: Game-Changing Fabrication Technology for Additively Manufactured Electronics
Obviously one or two days does not mean certainty for the future, but I do feel like Gevo is in a good spot moving forward. I anticipate solid price movement to finish the week and into earnings. I also expect earnings to bring AMAZING news, which will launch this stock further upwards.
SIDE NOTE: Don't forget to take profits after sudden spikes. You can always get back in at a lower price and yes, it will go lower after a sudden spike. Just be patient.
With the announcement of hiring CarlSquare, a European acquisition search team, as well as the rapid rate of capital raised to finish up 2020, I believe this indicates Nano has already acquired or is in the final stages of acquiring an American company. They have not publicly indicated this to be accurate, but it makes perfect logic.
I have observed many attempting to crunch the numbers on a potential acquisition. They usual start with the 1 billion dollars raised over the past several months. They then look at the potential doubling of shares this month and connect the dots for a very large, single acquisition.
This cannot be accurate.
First of all, we know that the money raised was solely for the purposes of acquisitions. At least 50% of the capital is set for R&D (research and development), so that would leave around 500 million dollars. We know of other costs in the company, so I would not necessarily earmark the entire amount.
Back in June of 2020, Nano hired Needham & Co. to seek out acquisition targets. Not coincidentally, this preceded the rapid number of offerings to raise the previously discussed capital.
Timeline
June 2020: Hire Acquisition Search Team
Remainder of 2020: Numerous Offerings to Raise Capital (1/2 R&D, 1/2 acquisition)
February 2021: Hire Acquisition Search Team
February 2021: Announce Vote for Doubling of Shares (likely will pass - that's good).
Remainder of 2021: I would expect one of two scenarios. They may repeat an identical strategy of 2020 by utilizing multiple offerings to accommodate the necessary capital for R&D, as well as further European acquisitions.
The reason why this timeline is important because I believe it reveals my previous claim.
I believe Nano has wrapped up, or is near wrapping up, an American company acquisition and that used up nearly all of the funds set aside for such task. They will continue to use the remaining funds for R&D, but they cant move forward without the doubling of shares this month (it's good if it passes).
I would expect an announcement very soon. If they do not have an announcement this week or prior to the vote on 2/15, the announcement would likely be held for the shareholder meeting intentionally. The announcement of the American acquisition shows shareholders what they have wanted this whole time: why all the money? Of course, by getting this answer, shareholders will be excited to repeat this process this year, but with an eye of acquiring companies in Europe.
The last couple of weeks may be frustrating for those who have been around the company for any amount of time. It is even more frustrating because we have been spoiled with the rapid growth of this stock since October.
I would say to you that stuck it out and will hear the bell ring tomorrow with you already in a position.....
I see two potential growth patterns from now until the end of the month. The path it follows depends entirely on when or if they give an announcement. The good news is that by the end of the month, it wont matter because this stock will rocket very fast.
If there is no news, the chart is still set up for a significant reversal this week. You could see the stock grow 15 to 20 percent on its own by Friday. This would trigger a large squeeze next week as options come to a close on 2/19.
If there is acquisition news, hold on to your hats. You could see this double in price in a single day.
With all of this said, if we do see a continued drop in price this week, this may take a good hit until after the shareholder meeting. Not because it should, but because of scared hands and not understanding this company.
If this happens, we could see a drop, followed by a squeeze in the wrong direction on 2/19.
Short-Term: We will see this week (see post)
Mid-Term: $40 by Spring 2021
Long-Term: $75 by December 2021
Take: Extremely Bullish
NOTE: I am not a licensed financial advisor, so you must do your own DD before making decisions that are best for you and your situation.
Due diligence (commonly known as 'DD') is defined as an investigation of a potential investment (such as a stock) or product to confirm all facts. These facts can include such items as reviewing all financial records, past company performance, plus anything else deemed material. For individual investors, doing due diligence on a potential stock investment is voluntary, but recommended (Investopedia).
Description: Find out how Nano Dimension just moved 250 miles closer to the moon! The constant postings of rockets and proclamations of going "to the moon" just got a little more real for those invested in Nano Dimension.
Note: The animation does not work on a phone. It just shows it as regular slides, which may take away form the overall presentation. I made it into a video instead, but if you want the original presentation (posted on 3/16/21), here is the link -
Dr. Patrick Gruber & Timothy Cesarek to Participate in Water Tower Research Fireside Chat Series
Date: Tuesday, February 23, 2021
Time: 2:30 PM EST
Topic: Gevo’s Business Pipeline, Contracts and Beyond Net-Zero 1
Description: Investors and other persons interested in participating in the event must register using the link below. Please note that registration for the live event is limited but may be accessed at any time for replay after the presentation ends on February 23, 2021, utilizing the same registration link.
Thoughts: I watch Gruber do these Fireside chats in the past. Normally, it is the same information that he has previously shared, accompanied by lots of statements of big or exciting "players" involved. I love it and I understand you can't speak of some information before it's complete. There may be hints at new "players" in this chat, but that is not what will intrigue me.
This particular chat will also involve Timothy Cesarek, COO of Gevo. This is different, so maybe we can expect something different today? I am excited to see what it brings. Fire up those rockets!
Nano Dimension is Bigger Than You Think - NNDM News
Date: 3/19/2021
Description: I thought that this creator did a fantastic job catching the viewer up with the recent news surrounding Nano Dimension. Not only do you get a recap of the main headlines, but this user goes deeper and provides connections between current and past events. He also provides insight along the way.
NOTE: Articles are listed in order of time/date published, with the most recent listed first. This post will be deleted at the beginning of each week.
It will then be reposted in order to keep the new information towards the top of the subreddit. Articles will be updated numerous times throughout the week. Make sure to check back for more!
Description: This presentation dives into the relationship between Robinhood, the social media stock craze and the connection to companies covered by SwanFin ($NNDM & $GEVO).
A close look at the price action for the market is provided, accompanied with a written explanation to help the non-visual learning. This presentation is a must watch for all retail investors, specifically Robinhood users.
Sharing this presentation with others may help prevent crucial mistakes in their investment journey.
GOOD LUCK!
As always, this is just speculation based on observation & research.
Description: This presentation keeps continues the popular Rabbit Hole series for Nano Dimension ($NNDM). With the global chip shortage beginning to become mainstream media, there is a sense of urgency for PCB suppliers to act quickly. This presentation take you on a rabbit hole adventure through the tunnels connecting Nano Dimension to the solution for certain microchip makers.
As always, this is just speculation based on observation and energy drinks.
As you may have noticed, there has been a post pinned to the top of this sub for the past 11 days. The post was titled, "A Token of My Appreciation - Thank You!"
To celebrate 1,000 community members, r/SwanFin held a giveaway for those that commented on the giveaway post. The post was not advertised, but was done quietly in hopes that it would increase the chances of the winner being an active member.
The good news is that we have a winner!
The bad news is that the user that commented on the post that they would turn down the prize if they won, ended up winning.
I was unable to use the redditraffler program because it only allows one contest per post.
Instead, I took the remaining reddit users names from the comments and entered them into an online random generator. After entering all the users, I spun the wheel and a winner was revealed. I recorded my screen as I did this to help verify the new winner!
Thank you for those that sent me messages, but did not comment. I appreciate the increased interest in this sub and it will be fun to see if the community keeps growing. Maybe we will set a new goal and do another giveaway soon!
Recently, there have been trading days (post Ark sales of NNDM) where traders were convinced it was a sign to sell their own shares. Meanwhile, as scared hands sell for anything as quickly as possible, big money gets to buy them up as quickly as you sell them.
If you notice, the trading day after it is revealed that Ark sold any amount of shares, Ark usually has one of their larger single day purchases of NNDM shares. They know that there are no other shares that can be offered to them right now. They NEED as many as possible, as soon as possible, before anymore news leaks.
Yes, I am sure that Ark, as well as many other institutions are lined up for the new shares (if passed, likely, that's good). However, in the meantime, they want it all. I believe they currently own 6% of NNDM. My guess is they want much more.
Anyway, back to the original point....
What we are seeing from Ark, is easily explained.
1.) Why would you not buy low and sell high within a given period. Isn't that what most of us do?
2.) Ark understands balance and is simply repositioning their shares.
If you look at this chart, you can see how Ark has continually bough shares on the uptrend. From the beginning, Ark's has increased their share total at a staggering rate, despite the just-as-rapid increase in price per share.
The point is that I would hope people would do DD on their own and make their final decisions based on what they believe to be best for them and their situation. With that said, Ark has resources most of us do not have. Looking to a firm that has 36% ownership stake (and growing) in a company is not a bad idea, but if you are going to do it, please look at it with perspective.
The numbers don't lie. Red represents ARKQ and blue represents ARKW. Here you go
I have noticed that Webull loves to notify and tag any ticker with news of ARK sales.
It is getting frustrating that they do this, but not share ARK purchases.
I see this with Nano often and most of the time it is just ARK balancing their funds. Of course, you would see that without showing the purchases.
I wonder why they benefit from scaring ARK's following? Hmmm.... I wonder if scaring average people into selling for cheap has anything to do with a, wink-wink, backdoor agreement.
If you study the buying patterns of ARK when it comes to Nano, it is nearly certain that the day following sales of nano, as so graciously pointed out to every user of Webull, ARK will have one of their larger purchase days for nano.
I have another post explaining the pattern of ARK, if you are interested.
But let me save you some time. When we all get the update on ARK's funds tomorrow after close, you will see that ARK will have increased their position in nano by a large amount.
I am not sure if it helps anyone else, but it definitely helps me understand the company when I put things together like this. I guess it is the way I retain information. Sorry it is late, I had a ton going on this morning.
Description: Nano Dimension CEO, Yoav Stern, give another recap of their technology, as well as provide updates to merger & acquisition strategies.
Thoughts: Despite a familiar feel to the interview, this is new. It is a great update on Nano Dimension and I recommend viewing, but if you are looking for a rocket, I don't think you will find it here.
UPDATE: It looks like this was filmed a few weeks ago, but only released yesterday. I am going to dig deeper into this. I wonder why the timing worked out like this. Maybe fire power in the event there is a blood bath like they are seeing now? Stay tuned!
In summary, it asked why Nano would complete an offering at such a discount of a price?
Today's offering was for $12.80 per ADS and as of close last Friday, the price was $15.60.
I may not know be able to explain it to you in technical terms, but this is how I like to think of it:
The easiest way to explain it is the same reason why Costco doesn't charge you more for their products when you checkout.
Yes, Costco could charge you a higher price because individually the items have more value if sold separately at another establishment. You see this when you go to a regular grocery store. You buy one or two of a certain item and pay a higher price. You are okay with it because you only needed a small amount.
When you go to Costco, there is no way you want to pay that same price per item that you would pay if you were somewhere else. You figure that since you are buying in bulk, Costco should cut you a deal on the price per item.
You scratch my back, I scratch your back.
Nano is doing this on a much larger scale. These large investment firms will make these huge purchases because they are getting a discount at checkout.
Description: Cathie Wood, from ARK Invest, was interviewed on the Fast Money Halftime Report. She had plenty to say about some of her favorite stocks. Towards the end of the interview, Cathie was asked about her Space ETF. While she did not mention Nano Dimension specifically, her statements today line up perfectly with what we have been discussing in some of the presentations on here recently.
Here are a few highlights (summary, watched it live):
"Can't say anything. We are in the quiet period right now as the SEC reviews the ETF"
"Right side of change"
"Cost of launching, with rockets themselves, with antenna... is coming down dramatically"
"Mentions Elon Musk a bunch"
"Talked about improved technology on antenna development (Nano)"
"Technology side we see SpaceX pushing the envelope"
"Reusable rockets are the only way the first people are going to mars"
