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Andrewkang
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2021-09-20
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Andrewkang
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2021-09-16
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Procept BioRobotics spikes 40% on its first day of trading
Procept BioRobotics spikes 40% on its first day of trading. Procept BioRobotics Corp. is set to go
Procept BioRobotics spikes 40% on its first day of trading
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2021-09-06
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2021-08-24
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Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.
Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got we
Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.
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Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1631721822,"share":"https://ttm.financial/m/news/2167559884?lang=en_US&edition=fundamental","pubTime":"2021-09-16 00:03","market":"us","language":"en","title":"Procept BioRobotics spikes 40% on its first day of trading","url":"https://stock-news.laohu8.com/highlight/detail?id=2167559884","media":"Dow Jones","summary":"Procept BioRobotics spikes 40% on its first day of trading.\n\nProcept BioRobotics Corp. is set to go ","content":"<p>Procept BioRobotics spikes 40% on its first day of trading.</p>\n<p><img src=\"https://static.tigerbbs.com/70f6e6c88567a43f408cd96f913f6476\" tg-width=\"1404\" tg-height=\"888\" width=\"100%\" height=\"auto\"></p>\n<p>Procept BioRobotics Corp. is set to go public Wednesday, as the California-based surgical robotics company's upsized initial public offering priced above the expected range at $25.00 per share. The company sold 6.56 million shares in the IPO to raise $163.9 million. Procept had previously expected to offer 5.5 million shares in the IPO, which was projected to price between $22 and $24 per share. The stock is expected to begin trading Wednesday on the Nasdaq under the ticker symbol \"PRCT.\" With 41.21 million shares outstanding after the IPO, the pricing values Procept at $1.03 billion. BofA Securities and Goldman Sachs are the joint lead bookrunning managers. The company had recorded a net loss of $27.4 million on revenue of $15.7 million in the six months ended June 30, after a loss of $25.7 million on revenue of $2.4 million in the same period a year ago. The company is going public at a time that the <a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a> has gained 7.4% over the past three months while the S&P 500 has tacked on 4.6%.</p>\n<p><b>Company and Technology</b></p>\n<p>Redwood City, California-based Procept was founded to develop advanced surgical robotic devices for use in minimally invasive procedures.</p>\n<p>Management is headed by President and CEO Reza Zadno, Ph.D., who has been with the firm since February 2020 and was previously president and CEO of Avedro, a healthcare company.</p>\n<p>The company's first instrument is the AquaBeam Robotic System for use in urologic surgery with an initial focus on treating benign prostate hyperplasia.</p>\n<p>Procept has received at least $328 million in equity investment from investors including CPMG, Viking Global, Fidelity and individuals.</p>\n<p>Customer Acquisition</p>\n<p>The firm sells its product to hospitals who in turn charge various third party payors for each service rendered.</p>\n<p>The company is targeting 860 high-volume hospitals which account for 70% of all hospital-based resective procedures.</p>\n<p>Selling, G&A expenses as a percentage of total revenue have dropped substantially as revenues have increased, as the figures below indicate:</p>\n<table>\n <colgroup></colgroup>\n <tbody>\n <tr>\n <td><p><b>Selling, G&A</b></p></td>\n <td><p><b>Expenses vs. Revenue</b></p></td>\n </tr>\n <tr>\n <td><p>Period</p></td>\n <td><p>Percentage</p></td>\n </tr>\n <tr>\n <td><p>Six Mos. Ended June 30, 2021</p></td>\n <td><p>144.5%</p></td>\n </tr>\n <tr>\n <td><p>2020</p></td>\n <td><p>392.3%</p></td>\n </tr>\n <tr>\n <td><p>2019</p></td>\n <td><p>462.3%</p></td>\n </tr>\n </tbody>\n</table>\n<p>The Selling, G&A efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Selling, G&A spend, rose to 0.6x in the most recent reporting period, as shown in the table below:</p>\n<table>\n <colgroup></colgroup>\n <tbody>\n <tr>\n <td><p><b>Selling, G&A</b></p></td>\n <td><p><b>Efficiency Rate</b></p></td>\n </tr>\n <tr>\n <td><p>Period</p></td>\n <td><p>Multiple</p></td>\n </tr>\n <tr>\n <td><p>Six Mos. Ended June 30, 2021</p></td>\n <td><p>0.6</p></td>\n </tr>\n <tr>\n <td><p>2020</p></td>\n <td><p>0.1</p></td>\n </tr>\n </tbody>\n</table>\n<p><b>Market & Competition</b></p>\n<p>According to a 2018 marketresearch reportby Allied Market Research, the global market for treating benign prostatic hyperplasia was an estimated $10.7 billion in 2017 and is forecast to reach $20.1 billion by 2025.</p>\n<p>This represents a forecast CAGR of 8.1% from 2018 to 2025.</p>\n<p>The main drivers for this expected growth are an increase in disease incidence to the aging of the global population of males.</p>\n<p>Also, alpha-blocker drugs are likely to be a major competitor, as they help in relaxing the muscle of the prostate and the bladder neck, allowing urination to occur more easily.</p>\n<p>Major competitive or other industry participants include:</p>\n<ul>\n <li>Boehringer Ingelheim</li>\n <li>Allergan</li>\n <li>GlaxoSmithKline(NYSE:GSK)</li>\n <li>Merck(NYSE:MRK)</li>\n <li>Teleflex(NYSE:TFX)</li>\n <li>Boston Scientific(NYSE:BSX)</li>\n <li>Others</li>\n</ul>\n<p><b>Financial Performance</b></p>\n<p>Procept’s recent financial results can be summarized as follows:</p>\n<ul>\n <li>Sharply growing top-line revenue from a small base</li>\n <li>A swing to gross profit and positive gross margin</li>\n <li>High and increasing operating losses</li>\n <li>High and increasing cash used in operations</li>\n</ul>\n<p>Below are relevant financial results derived from the firm’s registration statement:</p>\n<p><img src=\"https://static.tigerbbs.com/6fb31b91e96ed681b39c952c72b32105\" tg-width=\"904\" tg-height=\"439\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/94b04bc1fd096b33535887c4c77d17a5\" tg-width=\"906\" tg-height=\"442\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/72b3c6e00fbb7d021141642eb8f69104\" tg-width=\"907\" tg-height=\"441\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/43410c6bd6487d96c4424db32f9c94e7\" tg-width=\"907\" tg-height=\"438\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0457da194f7ee652bf4bad3deb6fbf40\" tg-width=\"908\" tg-height=\"441\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/12ac204e8226347ff04eb9ca845142aa\" tg-width=\"902\" tg-height=\"439\" referrerpolicy=\"no-referrer\"></p>\n<p>As of June 30, 2021, Procept had $159.2 million in cash and $68.3 million in total liabilities.</p>\n<p>Free cash flow during the twelve months ended June 30, 2021, was negative ($52.7 million).</p>\n<p></p>","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>Procept BioRobotics spikes 40% on its first day of trading</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\">\nProcept BioRobotics spikes 40% on its first day of trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-09-16 00:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Procept BioRobotics spikes 40% on its first day of trading.</p>\n<p><img src=\"https://static.tigerbbs.com/70f6e6c88567a43f408cd96f913f6476\" tg-width=\"1404\" tg-height=\"888\" width=\"100%\" height=\"auto\"></p>\n<p>Procept BioRobotics Corp. is set to go public Wednesday, as the California-based surgical robotics company's upsized initial public offering priced above the expected range at $25.00 per share. The company sold 6.56 million shares in the IPO to raise $163.9 million. Procept had previously expected to offer 5.5 million shares in the IPO, which was projected to price between $22 and $24 per share. The stock is expected to begin trading Wednesday on the Nasdaq under the ticker symbol \"PRCT.\" With 41.21 million shares outstanding after the IPO, the pricing values Procept at $1.03 billion. BofA Securities and Goldman Sachs are the joint lead bookrunning managers. The company had recorded a net loss of $27.4 million on revenue of $15.7 million in the six months ended June 30, after a loss of $25.7 million on revenue of $2.4 million in the same period a year ago. The company is going public at a time that the <a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a> has gained 7.4% over the past three months while the S&P 500 has tacked on 4.6%.</p>\n<p><b>Company and Technology</b></p>\n<p>Redwood City, California-based Procept was founded to develop advanced surgical robotic devices for use in minimally invasive procedures.</p>\n<p>Management is headed by President and CEO Reza Zadno, Ph.D., who has been with the firm since February 2020 and was previously president and CEO of Avedro, a healthcare company.</p>\n<p>The company's first instrument is the AquaBeam Robotic System for use in urologic surgery with an initial focus on treating benign prostate hyperplasia.</p>\n<p>Procept has received at least $328 million in equity investment from investors including CPMG, Viking Global, Fidelity and individuals.</p>\n<p>Customer Acquisition</p>\n<p>The firm sells its product to hospitals who in turn charge various third party payors for each service rendered.</p>\n<p>The company is targeting 860 high-volume hospitals which account for 70% of all hospital-based resective procedures.</p>\n<p>Selling, G&A expenses as a percentage of total revenue have dropped substantially as revenues have increased, as the figures below indicate:</p>\n<table>\n <colgroup></colgroup>\n <tbody>\n <tr>\n <td><p><b>Selling, G&A</b></p></td>\n <td><p><b>Expenses vs. Revenue</b></p></td>\n </tr>\n <tr>\n <td><p>Period</p></td>\n <td><p>Percentage</p></td>\n </tr>\n <tr>\n <td><p>Six Mos. Ended June 30, 2021</p></td>\n <td><p>144.5%</p></td>\n </tr>\n <tr>\n <td><p>2020</p></td>\n <td><p>392.3%</p></td>\n </tr>\n <tr>\n <td><p>2019</p></td>\n <td><p>462.3%</p></td>\n </tr>\n </tbody>\n</table>\n<p>The Selling, G&A efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Selling, G&A spend, rose to 0.6x in the most recent reporting period, as shown in the table below:</p>\n<table>\n <colgroup></colgroup>\n <tbody>\n <tr>\n <td><p><b>Selling, G&A</b></p></td>\n <td><p><b>Efficiency Rate</b></p></td>\n </tr>\n <tr>\n <td><p>Period</p></td>\n <td><p>Multiple</p></td>\n </tr>\n <tr>\n <td><p>Six Mos. Ended June 30, 2021</p></td>\n <td><p>0.6</p></td>\n </tr>\n <tr>\n <td><p>2020</p></td>\n <td><p>0.1</p></td>\n </tr>\n </tbody>\n</table>\n<p><b>Market & Competition</b></p>\n<p>According to a 2018 marketresearch reportby Allied Market Research, the global market for treating benign prostatic hyperplasia was an estimated $10.7 billion in 2017 and is forecast to reach $20.1 billion by 2025.</p>\n<p>This represents a forecast CAGR of 8.1% from 2018 to 2025.</p>\n<p>The main drivers for this expected growth are an increase in disease incidence to the aging of the global population of males.</p>\n<p>Also, alpha-blocker drugs are likely to be a major competitor, as they help in relaxing the muscle of the prostate and the bladder neck, allowing urination to occur more easily.</p>\n<p>Major competitive or other industry participants include:</p>\n<ul>\n <li>Boehringer Ingelheim</li>\n <li>Allergan</li>\n <li>GlaxoSmithKline(NYSE:GSK)</li>\n <li>Merck(NYSE:MRK)</li>\n <li>Teleflex(NYSE:TFX)</li>\n <li>Boston Scientific(NYSE:BSX)</li>\n <li>Others</li>\n</ul>\n<p><b>Financial Performance</b></p>\n<p>Procept’s recent financial results can be summarized as follows:</p>\n<ul>\n <li>Sharply growing top-line revenue from a small base</li>\n <li>A swing to gross profit and positive gross margin</li>\n <li>High and increasing operating losses</li>\n <li>High and increasing cash used in operations</li>\n</ul>\n<p>Below are relevant financial results derived from the firm’s registration statement:</p>\n<p><img src=\"https://static.tigerbbs.com/6fb31b91e96ed681b39c952c72b32105\" tg-width=\"904\" tg-height=\"439\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/94b04bc1fd096b33535887c4c77d17a5\" tg-width=\"906\" tg-height=\"442\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/72b3c6e00fbb7d021141642eb8f69104\" tg-width=\"907\" tg-height=\"441\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/43410c6bd6487d96c4424db32f9c94e7\" tg-width=\"907\" tg-height=\"438\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0457da194f7ee652bf4bad3deb6fbf40\" tg-width=\"908\" tg-height=\"441\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/12ac204e8226347ff04eb9ca845142aa\" tg-width=\"902\" tg-height=\"439\" referrerpolicy=\"no-referrer\"></p>\n<p>As of June 30, 2021, Procept had $159.2 million in cash and $68.3 million in total liabilities.</p>\n<p>Free cash flow during the twelve months ended June 30, 2021, was negative ($52.7 million).</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PRCT":"PROCEPT BioRobotics"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167559884","content_text":"Procept BioRobotics spikes 40% on its first day of trading.\n\nProcept BioRobotics Corp. is set to go public Wednesday, as the California-based surgical robotics company's upsized initial public offering priced above the expected range at $25.00 per share. The company sold 6.56 million shares in the IPO to raise $163.9 million. Procept had previously expected to offer 5.5 million shares in the IPO, which was projected to price between $22 and $24 per share. The stock is expected to begin trading Wednesday on the Nasdaq under the ticker symbol \"PRCT.\" With 41.21 million shares outstanding after the IPO, the pricing values Procept at $1.03 billion. BofA Securities and Goldman Sachs are the joint lead bookrunning managers. The company had recorded a net loss of $27.4 million on revenue of $15.7 million in the six months ended June 30, after a loss of $25.7 million on revenue of $2.4 million in the same period a year ago. The company is going public at a time that the Renaissance IPO ETF has gained 7.4% over the past three months while the S&P 500 has tacked on 4.6%.\nCompany and Technology\nRedwood City, California-based Procept was founded to develop advanced surgical robotic devices for use in minimally invasive procedures.\nManagement is headed by President and CEO Reza Zadno, Ph.D., who has been with the firm since February 2020 and was previously president and CEO of Avedro, a healthcare company.\nThe company's first instrument is the AquaBeam Robotic System for use in urologic surgery with an initial focus on treating benign prostate hyperplasia.\nProcept has received at least $328 million in equity investment from investors including CPMG, Viking Global, Fidelity and individuals.\nCustomer Acquisition\nThe firm sells its product to hospitals who in turn charge various third party payors for each service rendered.\nThe company is targeting 860 high-volume hospitals which account for 70% of all hospital-based resective procedures.\nSelling, G&A expenses as a percentage of total revenue have dropped substantially as revenues have increased, as the figures below indicate:\n\n\n\n\nSelling, G&A\nExpenses vs. Revenue\n\n\nPeriod\nPercentage\n\n\nSix Mos. Ended June 30, 2021\n144.5%\n\n\n2020\n392.3%\n\n\n2019\n462.3%\n\n\n\nThe Selling, G&A efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Selling, G&A spend, rose to 0.6x in the most recent reporting period, as shown in the table below:\n\n\n\n\nSelling, G&A\nEfficiency Rate\n\n\nPeriod\nMultiple\n\n\nSix Mos. Ended June 30, 2021\n0.6\n\n\n2020\n0.1\n\n\n\nMarket & Competition\nAccording to a 2018 marketresearch reportby Allied Market Research, the global market for treating benign prostatic hyperplasia was an estimated $10.7 billion in 2017 and is forecast to reach $20.1 billion by 2025.\nThis represents a forecast CAGR of 8.1% from 2018 to 2025.\nThe main drivers for this expected growth are an increase in disease incidence to the aging of the global population of males.\nAlso, alpha-blocker drugs are likely to be a major competitor, as they help in relaxing the muscle of the prostate and the bladder neck, allowing urination to occur more easily.\nMajor competitive or other industry participants include:\n\nBoehringer Ingelheim\nAllergan\nGlaxoSmithKline(NYSE:GSK)\nMerck(NYSE:MRK)\nTeleflex(NYSE:TFX)\nBoston Scientific(NYSE:BSX)\nOthers\n\nFinancial Performance\nProcept’s recent financial results can be summarized as follows:\n\nSharply growing top-line revenue from a small base\nA swing to gross profit and positive gross margin\nHigh and increasing operating losses\nHigh and increasing cash used in operations\n\nBelow are relevant financial results derived from the firm’s registration statement:\n\nAs of June 30, 2021, Procept had $159.2 million in cash and $68.3 million in total liabilities.\nFree cash flow during the twelve months ended June 30, 2021, was negative ($52.7 million).","news_type":1,"symbols_score_info":{"PRCT":0.9}},"isVote":1,"tweetType":1,"viewCount":3005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881348797,"gmtCreate":1631309422019,"gmtModify":1676530524134,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586834968608355","authorIdStr":"3586834968608355"},"themes":[],"htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/881348797","repostId":"1134155855","repostType":4,"isVote":1,"tweetType":1,"viewCount":2998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814427615,"gmtCreate":1630880042637,"gmtModify":1676530408070,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586834968608355","authorIdStr":"3586834968608355"},"themes":[],"htmlText":"j","listText":"j","text":"j","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/814427615","repostId":"1196145266","repostType":4,"isVote":1,"tweetType":1,"viewCount":2722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811038003,"gmtCreate":1630276120102,"gmtModify":1676530252632,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586834968608355","authorIdStr":"3586834968608355"},"themes":[],"htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/811038003","repostId":"2162024053","repostType":4,"isVote":1,"tweetType":1,"viewCount":3550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837723098,"gmtCreate":1629930114114,"gmtModify":1676530172483,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586834968608355","authorIdStr":"3586834968608355"},"themes":[],"htmlText":"j","listText":"j","text":"j","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837723098","repostId":"1115773122","repostType":4,"isVote":1,"tweetType":1,"viewCount":2118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834724782,"gmtCreate":1629843318346,"gmtModify":1676530145665,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586834968608355","authorIdStr":"3586834968608355"},"themes":[],"htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834724782","repostId":"2161894088","repostType":4,"isVote":1,"tweetType":1,"viewCount":2072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835753301,"gmtCreate":1629757883803,"gmtModify":1676530119252,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586834968608355","authorIdStr":"3586834968608355"},"themes":[],"htmlText":"u","listText":"u","text":"u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/835753301","repostId":"1179203616","repostType":4,"repost":{"id":"1179203616","kind":"news","pubTimestamp":1629732335,"share":"https://ttm.financial/m/news/1179203616?lang=en_US&edition=fundamental","pubTime":"2021-08-23 23:25","market":"us","language":"en","title":"Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179203616","media":"Barrons","summary":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got we","content":"<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p>\n<p>Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p>\n<p>Palantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p>\n<p>In its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p>\n<p>But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p>\n<p>“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p>\n<p>Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p>\n<p></p>\n<p>The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p>\n<p>All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p>\n<p>SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).</p>\n<p>Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p>\n<p>The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.</p>\n<p>The fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p>\n<p>One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.</p>\n<p>But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p>\n<p>Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p>\n<p>On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</p>","source":"lsy1601382232898","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>Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.</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\">\nPalantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 23:25 GMT+8 <a href=https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the ...</p>\n\n<a href=\"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179203616","content_text":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.\nPalantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.\nPalantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.\nIn its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.\nBut the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.\n“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”\nPalantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.\n\nThe most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.\nAll the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.\nSPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).\nEven so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.\nThe outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.\nThe fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.\nOne analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.\nBut the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”\nPalantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.\nOn traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":3234,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580445955391890","authorId":"3580445955391890","name":"RonaldSTH","avatar":"https://static.tigerbbs.com/390194fd6f59520ee0b7649e7fabb953","crmLevel":11,"crmLevelSwitch":0,"idStr":"3580445955391890","authorIdStr":"3580445955391890"},"content":"buy for long term.","text":"buy for long term.","html":"buy for long term."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839853271,"gmtCreate":1629151970393,"gmtModify":1676529944031,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586834968608355","authorIdStr":"3586834968608355"},"themes":[],"htmlText":"g","listText":"g","text":"g","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/839853271","repostId":"2159248377","repostType":4,"isVote":1,"tweetType":1,"viewCount":2960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}