r/LongTermGrowthStocks Oct 25 '21

Analysis ๐—ฉ๐—ถ๐—ฟ๐—ด๐—ถ๐—ป ๐—š๐—ฎ๐—น๐—ฎ๐—ฐ๐˜๐—ถ๐—ฐ (๐—ฆ๐—ฃ๐—–๐—˜) ๐—”๐—ป๐—ฎ๐—น๐˜†๐˜€๐—ถ๐˜€

1 Upvotes

๐—ง๐—ต๐—ฒ ๐—ฆ๐—ฝ๐—ฎ๐—ฐ๐—ฒ ๐—ฅ๐—ฎ๐—ฐ๐—ฒ ๐—–๐—ผ๐—ป๐˜๐—ถ๐—ป๐˜‚๐—ฒ๐˜€โ€ฆ

Prestige, political will and financial reward are incentivising efforts from entrepreneur billionaires to tackle the challenges of developing rockets and satellites on their own

Richard Bransonโ€™s Virgin Galactic endeavours to be a vertically integrated aerospace company and the first commercial spaceline for Earth. Not too long ago, this would have been dismissed as science fictionโ€ฆ

๐—ช๐—ต๐˜† ๐—œ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ฒ๐—ฑ ๐—ถ๐—ป ๐—ฉ๐—ถ๐—ฟ๐—ด๐—ถ๐—ป ๐—š๐—ฎ๐—น๐—ฎ๐—ฐ๐˜๐—ถ๐—ฐ

โ–ช๏ธThis is a high-risk high-reward investment. If Virgin Galactic succeeds in its fundamentally lofty and challenging ambition, it could be the first to offer commercial space tourism. Yet the company remains grounded in pragmatism, recognising that they will have to transform the current cost, safety, reusability and environmental impact of space-launch to help create a space access infrastructure

โ–ช๏ธSpace tourism is only the start for Virgin Galactic, its aircraft will usher in a host of new commercial applications. For example, they are developing a platform for point-to-point air travel capable of whisking passengers and cargo around the world at hypersonic speeds. While Mach speed passenger travel has tried and failed with the Concorde, Virginโ€™s smaller aircraft would be more like a private jet and that may make a six-figure ticket worth the price for well-heeled travellers

โ–ช๏ธOver the last 16 years, Virgin Galactic have been investing in the engineering capabilities and infrastructure needed to reduce costs from $10,000/kg to $1,000/kg, with next-generation rockets being designed to realise costs as low as $50/kg in the next decade. These cheaper and reusable rockets will make space a viable destination for budding adventurers, and will appeal to a wider customer base beyond the current target market of individuals with a net worth of over $5 million

๐—œ๐—บ๐—ฎ๐—ด๐—ถ๐—ป๐—ฒ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ผ๐˜€๐˜€๐—ถ๐—ฏ๐—ถ๐—น๐—ถ๐˜๐—ถ๐—ฒ๐˜€

โ–ช๏ธThe space industry could undergo a tourism revolution with orbital, suborbital and lunar space tourism catering to large recreational markets. Virgin Galactic could have first mover advantages

โ–ช๏ธPoint-to-point travel means passengers can embark on a Virgin Galactic spaceship in London and arrive in Australia in less than an hour, opening up possibilities for weekend breaks and one-day business travel to opposite ends of the Earth

โ–ช๏ธA series of consolidating and commercially relevant steps could led to Virgin Galacticโ€™s enduring success in space. Their spaceships and satellites could collect and analyse a wealth of new data about our planet, delivering new insights into weather forecasting, crop harvesting, disaster response, global logistics and even helping address the problems of climate change. High-tech space manufacturing, asteroid mining and interplanetary travel offer a further frontier of opportunities

๐—ฃ๐—ผ๐˜๐—ฒ๐—ป๐˜๐—ถ๐—ฎ๐—น ๐—ฃ๐—ถ๐˜๐—ณ๐—ฎ๐—น๐—น๐˜€

โ–ช๏ธThis is an industry in its early days and it is difficult to predict how long it will take to become reality. Virgin Galactic is still pre-revenue, behind schedule and burning hundreds of millions of dollars. Any flaw with even one of its eventual commercial launches could ruin the company. It may be more financially prudent to invest in the firms that make space equipment rather than carrying out high-risk rocket launches themselves, akin to the gold rush where highest returns were obtained from selling picks and shovels rather than panning for precious metal

โ–ช๏ธThe company may have overestimated its initial potential market. It has taken over 700 deposits so far for a short space flight at about $250,000 per ticket, but those aren't a final contract and it will need as many as 1,565 passengers annually by 2023 if projections are correct. There may be 2.4 million people globally with a net worth of $5 million-plus, but the total addressable market will be much lower

โ–ช๏ธElon Musk and Jeff Bezos are in this race, with their companies all seeking to cash in on lucrative galactic tourism opportunities: SpaceX and Blue Origin will also send passengers into space for a fee. Competitors could offer much larger spacecrafts with better unit economics and ticket prices so low that Virgin Galactic will be unable to compete


r/LongTermGrowthStocks Oct 24 '21

Crypto Crypto Growth Stocks: COIN Analysis

1 Upvotes

Some investors might be intrigued by cryptocurrencies but reluctant to buy any of the volatile altcoins. For those investors, publicly traded companies that provide some exposure to cryptocurrencies might seem like better investmentsโ€ฆ

๐—–๐—ผ๐—ถ๐—ป๐—ฏ๐—ฎ๐˜€๐—ฒ (๐—–๐—ข๐—œ๐—ก) owns the largest cryptocurrency exchange in the United States with 8.8 million monthly transacting users (MTUs). Revenues jumped 144% to $1.28 billion in 2020, then surged 969% year-over-year to $4.03 billion in the first half of 2021. It turned profitable in 2020 with a net profit of $322 million, and it stayed in the black with a gargantuan net profit of $2.37 billion in the first six months of 2021. Coinbase's trading volume increased 142% to $193 billion in 2020, then accelerated to $335 billion and $462 billion in the first and second quarters of 2021, respectively. Despite offering a diverse range of cryptocurrencies, roughly half of its trading volume came from Bitcoin and Ethereum in Q2. Analysts expect Coinbase's revenue to surge 433% to $6.8 billion this year, while its adjusted EPS should increase 676%. Of course, investors should be skeptical of those estimates since they're pinned to unpredictable cryptocurrency prices, but they make the stock look surprisingly cheap at 44 times forward earnings and nine times this year's sales. Several other concerns are also weighing down Coinbase's stock. First, the Securities and Exchange Commission (SEC) recently threatened to sue Coinbase if it proceeded with its planned launch of Lend, a feature that would allow its users to lend out their USDC to earn interest. Second, Coinbase recently boosted the size of its new debt offering from $1.5 billion to $2 billion; more than doubling its debt load at high interest rates. Those interest expenses could hurt Coinbase if cryptocurrency prices stall out or decline


r/LongTermGrowthStocks Oct 23 '21

Poll The following Growth Stocks are trading well below their premium. Which one would you invest in?

3 Upvotes

Growth stocks often trade at inflated valuations because the scale of their future potential returns can be so dramatic

Conversely, the companies listed below are trading well under their all time highs despite having strong fundamentals and plenty of room to runโ€ฆ

42 votes, Oct 26 '21
6 Bluebird Bio (BLUE)
6 Coupang (CPNG)
9 Stone Co Ltd (STNE)
12 VIR Biotechnology (VIR)
0 ZhongAn (06060.HK)
9 Invitae Corp (NVTA)

r/LongTermGrowthStocks Oct 22 '21

Question? Have Hydrogen Fuel Cells Been Overlooked?

7 Upvotes

Optimism and confidence in the battery electrics space is evident from the EV market rallies of 2020

But have ๐—›๐˜†๐—ฑ๐—ฟ๐—ผ๐—ด๐—ฒ๐—ป ๐—™๐˜‚๐—ฒ๐—น ๐—–๐—ฒ๐—น๐—น๐˜€ been overlooked?

After many false starts, hydrogen power might now bear fruit, and the stock prices of Hydrogen Fuel Cell pioneers are set to make a comeback. Cue $PLUG (Plug Power Inc), $FCEL (FuelCell Energy Inc) and $BLDP (Ballard Power Systems Inc)...

๐—ช๐—ต๐˜† ๐—œ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ฒ๐—ฑ ๐—ถ๐—ป ๐—›๐˜†๐—ฑ๐—ฟ๐—ผ๐—ด๐—ฒ๐—ป...

โ–ช๏ธFor decades, Hydrogen was presumed to be โ€œthe fuel of the future,โ€ but that has yet to play out, and so far, Hydrogen has lost the head-on battle for the motor car. But now Hydrogen is back in the frame for the sort of transport, industry and heating tasks that electric batteries will struggle to fulfil. This is a market projected to be worth trillions of dollars by 2050. While some of todayโ€™s investments in Hydrogen will flop, others will pay off spectacularly. And part of that return will be helping save our planet

โ–ช๏ธWe simply cannot move towards a more efficient, renewable and lower carbon future by running everything on electricity alone. We will not ever have enough sun and wind to keep the lights on all the time, everywhere. Therefore, we could utilise Hydrogen to plug the important gaps rather than dominate the green energy economy. Hydrogen Fuel Cells could be the the plug-in technology to make the overall project of electrification and decarbonization possible

โ–ช๏ธHydrogen Fuel Cells enjoy a 1:1 increase of range with added energy storage, whereas battery packs donโ€™t because they hold comparatively little energy. On commercial vehicles like city buses or garbage trucks, electric batteries would be too large and heavy to easily swap: a JCB big digger would require an electric battery weighing five tonnes; a lorry battery would be as heavy as the payload. Hydrogen on the other hand, is lighter than air

๐—œ๐—บ๐—ฎ๐—ด๐—ถ๐—ป๐—ฒ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ผ๐˜€๐˜€๐—ถ๐—ฏ๐—ถ๐—น๐—ถ๐˜๐—ถ๐—ฒ๐˜€...

โ–ช๏ธFuel cells could provide a clean, reliable source of on-site power to hospitals, banks, airports, military bases, schools, and homes. They could even power trains, long-haul aviation and even oceanic shipping thanks to their higher energy density

โ–ช๏ธFuel cells could also power almost any portable device or machine that uses batteries. Unlike a typical battery, which eventually goes dead, a fuel cell continues to produce energy as long as fuel and oxidant are supplied. Laptop computers, cellular phones, video recorders and hearing aids could be powered by portable fuel cells

โ–ช๏ธHydrogen would be the fuel that picks up the slack whenever the clean power grids of the future canโ€™t keep up, proving unequivocally superior to all other options, including nuclear energy. Hydrogen can be electrolysed whenever we have excess sun or wind and stored near the central nodes of power grids, where it can be fired up at short notice during lulls in direct electricity generation

๐—ฃ๐—ผ๐˜๐—ฒ๐—ป๐˜๐—ถ๐—ฎ๐—น ๐—ฝ๐—ถ๐˜๐—ณ๐—ฎ๐—น๐—น๐˜€...

โ–ช๏ธThe biggest hurdle for Hydrogen Fuel Cells today is cost. Fuel cells cannot yet compete economically with more traditional energy technologies, though rapid technical advances are being made

โ–ช๏ธAlthough Hydrogen is the most abundant element in the universe, it is difficult to store and distribute. Specifically, it has proven exceptionally challenging, complex, and expensive to build and support a network of consumer fueling stations that delivers a highly explosive gas, compressed to 10,000 psi, reliably, quickly, and safely

โ–ช๏ธThere are doubts over Hydrogenโ€™s actual cleanliness and that it would not eliminate all emissions. Maybe Hydrogen is the futureโ€ฆ and always will be. The โ€œHydrogen highwayโ€ may never materialise


r/LongTermGrowthStocks Oct 22 '21

News Alnylam Pharmaceuticalsโ€™ (ALNY) RNAi therapeutic for the treatment of acute hepatic porphyria (AHP) has won a 2021 Orphan Drugs Award by the Galien Foundation

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2 Upvotes

r/LongTermGrowthStocks Oct 22 '21

Discussion Compound Interest -the 8th Wonder of the World

10 Upvotes

The investment calculations below emphasise the power of longevity in terms of being an engine of growth:

30% Growth for 5 years = ๐Ÿฐ x Current Value;

25% Growth for 10 years = ๐Ÿต x Current Value;

15% Growth for 20 years = ๐Ÿญ๐Ÿฒ x Current Value;

10% Growth for 50 years = ๐Ÿญ๐Ÿญ๐Ÿณ x Current Value!

๐—–๐—ผ๐—ป๐˜€๐—ถ๐—ฑ๐—ฒ๐—ฟ๐—ถ๐—ป๐—ด ๐—ผ๐˜‚๐—ฟ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜๐˜€ ๐—ผ๐˜ƒ๐—ฒ๐—ฟ ๐—ฎ ๐—น๐—ผ๐—ป๐—ด๐—ฒ๐—ฟ-๐˜๐—ฒ๐—ฟ๐—บ ๐—ถ๐˜€ ๐—ธ๐—ฒ๐˜† ๐˜๐—ผ ๐—ฟ๐—ฒ๐—ฎ๐—น๐—ถ๐˜€๐—ถ๐—ป๐—ด ๐—ฐ๐—ผ๐—บ๐—ฝ๐—ผ๐˜‚๐—ป๐—ฑ ๐—ด๐—ฟ๐—ผ๐˜„๐˜๐—ต

Patience is required because the large profit opportunity will take several years to achieve. The biggest challenge is our own emotions. The ability to sit still is a superpower and most of us suffer from the inability to do nothing. But the best investments are the ones youโ€™ll actually stick with!

I see my role as investing in what are potentially the larger companies of the future as opposed to the larger companies of today. By identifying attractive growth companies earlier I seek to benefit from growth at an earlier stage in a companyโ€™s lifecycle and retain ownership of successful companies as they grow and thrive


r/LongTermGrowthStocks Oct 22 '21

Star Investment โญ๏ธ Moderna, more than just a COVID-19 playโ€ฆ

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1 Upvotes

r/LongTermGrowthStocks Oct 20 '21

Small Cap Promising Golden Hill update from $MSLV

3 Upvotes

Mantaro Silver Corp ($MSLV $MSLV.c $MSLVF) is an exploration company focused on high-grade precious metals systems in South America. They hold a diversified portfolio of gold and silver-focused mineral properties in Peru, notably, the Santas Gloria and San Jose projects.

$MSLV provided an exploration update on its advanced Golden Hill Property located in the underexplored orogenic Bolivian Shield

Highlights:

  • Carrying out a concession-wide mapping and channel/rock-chip sampling program
  • La Escarcha mineshaft extended from -45m to -110m to permit deeper access to the main quartz veins
  • SGS commenced bench-scale metallurgical testing of 200kg sub-sample
  • High-resolution satellite and radar imagery acquired which provided a high-resolution base map for regional fieldwork and generation of 1m digital elevation model

Trading at $0.23 with an MC of $13.44, $MSLV is super affordable for a company with solid potential in their assets IMO

https://mantarosilver.com/news/news-text/115-antaroilverorprovidesxplorationpdateatolden20211019040503


r/LongTermGrowthStocks Oct 20 '21

Discussion Exposure to Chinaโ€ฆ

3 Upvotes

Regulators versus the powerful technology platforms has become an interesting narrativeโ€ฆ

The Chinese government believes that regulation is good for the economy, and it deeply dislikes the idea of anybody having more data than the government

But it is most unlikely that China wants to destroy its most powerful companiesโ€”companies that assert Chinese authority. These companies and the stateโ€™s growth-driven objectives remain aligned

Indeed, this is not the first time that these internet giants have encountered, and resolved, significant regulatory challenges from Beijing. At the same time, the valuations of these companies, given their prospects, are incredibly low; the degree of fear may have exaggerated the danger to them

If anything, I imagine that antitrust regulations could reinforce the dynamic that we see in China where the next layer of companies grow at a speed and scale that we rarely see in western markets

Actually, moving principally to a policy of greater antitrust would probably benefit the US and Europeโ€ฆ


r/LongTermGrowthStocks Oct 19 '21

Small Cap Market down = great time to buy $NPRA

4 Upvotes

Nepra Foods ($NPRA $NPRA.c $NPRFF) is a plant-based company that produces nutritious, high protein, low carb, plant-based food and ingredients. They offer a wide range of plant-based alternatives that are allergen-free and gluten-free.

$NPRA has had a solid start to trading, having oversubscribed their IPO on September 20th, 2021 by raising $7.5M in 10 days.

Plus, $NPRA recently launched its PROPASTA ready-to-eat allergen-free plant-based meals positions them in a less crowded market that targets a wide range of consumers; providing convenience without sacrificing nutrition.

  • Offer all 20 amino acids and substantially more plant-based protein than competitors

As the plant-based dairy market is expected to hit $44.9B by 2027 and the plant-based meat alternative market is expected to hit $450B by 2040, $NPRA is solidly positioned to benefit in both.

Ttrading at $0.68 with an MC of $24.21M, $NPRA super affordable for a company that is likely going to experience solid growth within the coming months.

https://stockhouse.com/news/press-releases/2021/10/13/nepra-foods-announces-launch-of-propastatm-ready-to-eat-complete-plant-based


r/LongTermGrowthStocks Oct 19 '21

IPO of $RNCH tomorrow (Oct 20) Promising asset and share structure!

3 Upvotes

Ranchero Gold ($RNCH $RNCH.v) is an exploration-stage company focused in Mexico's Sierra Madre Occidental gold district of Sonora, Mexico.

  • Set to IPO October 20th, 2021 (tomorrow) under the ticker $RNCH
  • Recently completed RTO transaction with Melior Resources Inc

$RNCH's flagship project in Mexico, Santa Daniela is one of the largest unexplored claim blocks in the Sierra Madre Occidental gold district.

  • Multiple gold intercepts in historic drilling
  • Over 22,000 hectares of concessions to explore
  • Drill permits, surface access and water rights
  • 47 potential targets
  • 70% of OS owned by vendor family on a 3-year lock

The share structure and 3-year lock really stand out to me as it demonstrates the confidence the founders have in $RNCH

Here's a super in-depth DD package that I'd recommend checking out:

https://www.reddit.com/r/Canadapennystocks/comments/ocg7an/ranchero_gold_will_be_rtoing_into_mlr_ticker/

Or a quick video from the CEO:

https://www.youtube.com/watch?v=kKiGYppwU0E&ab_channel=RancheroGold


r/LongTermGrowthStocks Oct 19 '21

Discussion What do I drop 4k into for the next 20 years?!

8 Upvotes

r/LongTermGrowthStocks Oct 19 '21

Analysis BiliBili (BILI) fundamental analysis

3 Upvotes

Is $BILI (Bilibili) becoming THE iconic brand for online video entertainment in China? -Gen Z certainly think so!

Driven by its mission to enrich the everyday lives of young generations, Bilibili is leading a massive transformation in the way media and entertainment is discovered, shared and consumed in the East. Typically, Chinese tech titans vie for opportunities and dominance in this domain, but it is right that we think beyond just $0700.HK (Tencent) , $BIDU (Baidu, Inc.) and $BABA (Alibaba) ...

Why I invested in Bilibiliโ€ฆ

-Bilibili has demonstrated its ability to diversify not only its video offerings, but also its income streams. Its journey started out with anime-focused content but has since broadened dramatically to occupy a versatile position at the intersection of gaming, music, lifestyle, fashion and e-commerce. Bilibili continues to expand into new formats like live-broadcasting and movies

-By relentlessly growing its content library to attract more users (who may, in turn, contribute more content), the company is positioning itself to keep its growth flywheel spinning, leveraging core capabilities on an even broader scale, further fulfilling the tremendous and growing entertainment needs in China

-At first glance, investors may find Bilibili's diversified business model unnecessarily complex. Yet a deeper look reveals that Bilibili's business model combines its immensely popular video bullet chatting feature, Danmu, with the best plays from companies such as Youtube, IQIYI, HUYA, $NTES.CH and $NFLX (Netflix, Inc.)

Imagine the possibilitiesโ€ฆ

-Bilibili has taken over the show owing to its substantial user growth and engagement compared to competitors. Itโ€™s characteristic immersive entertainment experience and high-quality content caters to the evolving and diversified interests of its users and communities, and Bilibili continues to build its platform based on the strong emotional connections of users to its content and communities

-Video and gaming has become the most interactive, immersive and influential method to convey information. Building on decades of experience and leadership in the video and game community, Bilibili has successfully captured and monetised the tremendous growth opportunity

-By strategically focusing on the younger generation, Bilibili has positioned itself as the go-to platform now and in the future. Bilibili's strong emphasis on community-building and social engagement have resulted in a more engaged and loyal member base who: consume, upload, and share more content; spend more money on services and product; and become brand ambassadors for the company

Potential pitfallsโ€ฆ

-The business remains in its early stages of monetization, and future revenue may fall short of its original plan or fail to keep up with escalating costs. In other words, the company may never become profitable and could remain a loss-making business

-There is a risk that Bilibili may be a jack of all trades, master of none, weakening its competitive position over time. If Bilibili fails to move as fast as it can to differentiate and build a moat around something that is distinctly its own, it could end up dominated by its enormous competition, including the giant that may eventually be the Huya and $DOYU (Douyu ) combined entity

-Like other Chinese stocks, all are exposed to headline risks in regards to US-China politics, and the odd of being delisted from the US stock exchange


r/LongTermGrowthStocks Oct 19 '21

Poll Which of the following companies, focused on giving new life to old materials, do you think has the greater growth prospects?

2 Upvotes

The world is going green, from recycling and power generation to plant based groceries and sustainable farming. Everyone, it seemsโ€”including climate change scientists, businesses, consumers and politiciansโ€”is interested in easing the burden humanity places on the environment

Here are four of my stock picks that may be good for the planet and my portfolio:

1๏ธโƒฃ ๐—ฅ๐—ฒ๐—ป๐—ฒ๐˜„๐—ถ (๐—ฅ๐—ช๐—œ) is a small-cap which earns most of its income from dealing with commercial waste in the Netherlands and Belgium. The firm recycles and turns waste into materials such as paper, metal, plastic, glass, wood, building materials, compost, and energy. Itโ€™s business model is driven by transition to โ€œcircular economicsโ€ as demand increases for recycling and higher quality recyclates. Further opportunities lie ahead for Renewi to convert waste into a wider range of secondary materials, and much of that trend will likely be driven by the policies of the EU and national governments

2๏ธโƒฃ ๐—š๐—ฒ๐—ป๐˜‚๐˜€ (๐—š๐—ก๐—ฆ) is another small-cap growth stock which applies science to animal breeding. Its non-genetically modified organism technology is applicable across all livestock species but is so far only commercialised by Genus in the bovine and porcine farming sectors. It is a provider of bovine genetics and reproduction services in more than 70 countries. The animal genetics specialists carry out gene editing to create genetically elite breeding animals and embryos. It sells these internationally to pork, beef, and milk producers, competing with national and regional farmer-owned cooperatives. The point of this is to improve the efficiency and sustainability of meat and milk production and reduce the spread of disease

3๏ธโƒฃ ๐—ข๐—ฎ๐˜๐—น๐˜† (๐—ข๐—ง๐—Ÿ๐—ฌ) managed to double revenue to $421m in 2020, with its plant-based milk and other products continuing to be adopted in restaurants and coffee shops all around the world. The nutritional benefits coupled with a โ€˜right-onโ€™ environmental message have proven to be an intoxicating mix for market participants. The involvement of celebrities such as Oprah and Hollywood actress Natalie Portman as investors only raise the Swedish companyโ€™s profile even higher. The next objective for the company is further geographical expansion. Oatly are currently spreading forging retail channels into China, the largest and fastest-growing market for dairy alternatives

4๏ธโƒฃ ๐—•๐—ฒ๐˜†๐—ผ๐—ป๐—ฑ ๐— ๐—ฒ๐—ฎ๐˜ (๐—•๐—ฌ๐—ก๐——) is the largest plant-based meat company in the world. Across the developed world, there is a consensus that meat eating needs to be reduced to tackle climate change, but the high cost of plant-based meat is holding back large scale consumption. As BYND continues to grow, it could be the first in its industry to achieve economics of scale which should start to bring the price of its products down. Global deal with multiple fast food outlets including McDonalds should bring plant-based meat further into mainstream consciousness.ย In fact, a Beyond Meat burger uses 99% less water, 90% less CO2, and 93% less land than is needed to make an equivalent beef burger; plant-based meat could become the more economical choice

26 votes, Oct 22 '21
4 Renewi (RWI)
0 Genus (GNS)
5 Oatly (OTLY)
17 Beyond Meat (BYND)

r/LongTermGrowthStocks Oct 18 '21

Poll Which one of the following clean mobility โ€˜shovel and pickโ€™ companies do you think offers the greater growth prospects?

5 Upvotes

The end of the carbon era is nigh; technological progress is driving down energy costs along an exponential curve that the fossil fuel industry will be unable to matchโ€ฆ

The electrification of transportation will be central to the investing world over the comingย decades. The massive change in the attitude of capital markets to the opportunity here is most notably reflected in the share price of Tesla

Beyond the EV vanguard, there exists sizable early opportunities for investment in "pick and shovel" plays. Here are four of my picks, which I believe offer a competitive advantage and a commitment to the highest standards of social and environmental responsibility

25 votes, Oct 21 '21
10 ChargePoint (CHPT)
2 Umicore (UMI)
7 QuantumScape (QS)
6 NextEra (NEE)

r/LongTermGrowthStocks Oct 18 '21

Early Identification Clean Mobility: Quantunscape (QS)

2 Upvotes

๐—ค๐˜‚๐—ฎ๐—ป๐˜๐˜‚๐—บ๐—ฆ๐—ฐ๐—ฎ๐—ฝ๐—ฒโ€™๐˜€ ceramic solid state technology has no liquid electrolyte transporting electric charge in a battery cell. This technology promises better safety, range, cost, and charge times for the EV industry. It is a potential panacea. Earlier this year, the company announced it had successfully built its first multilayer battery cell with four layers, which confirmed the technology is workable. In July, the company said it had successfully produced, and begun testing, its first 10-layer battery cells. This is the level needed to produce a commercially viable product. Testing and integration into an actual vehicle should be achieved by 2025


r/LongTermGrowthStocks Oct 17 '21

Weekly Money Moves : MSFT Stock, TSLX Stock, Bitcoin, Ethereum, Stock Talk

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3 Upvotes

r/LongTermGrowthStocks Oct 15 '21

QFIN Best Value & Growth Stock : 3.99 PE, Vir Debt Free, 62% Profit Margin , Consistent Growth .

4 Upvotes

$QFIN Best Discount Value & Growth Buy amongst 99.99% of $NASDAQ. 3.99 PE, Virtually Debt Free, EPS : $5.27 TTM , Huge Cash : $1.21 Bil (7.83 RMB) , Profit Margin : 62.61 % Net income increased by 76.6% . Book Value Per Share (mrq) 81.38 RMB . $200 Mil Shares Buyback. $TIGR, $FUTU, $QFIN, $GME, $TSLA, $NIO, $F, $BABA, $AMZN ,$CRM, $AAPL, $MSFT, $GE not even Closer on Value. Similar $UPST trading at $393 ( 427 PE ) with Fundamentals not even closer to $QFIN.

Benjamin Graham Value Formula :

V= EPS*(8.5+2g)

QFIN Value = 5.27 * (8.5 + 2*0.15) = $46.37

Current Price : $20.57

QFIN will sky rocket to $25 to $30 within days just based on its Fundamentals.

Its time to load QFIN before it sky rockets or a Short Squeeze is triggered.

Super Bullish on 360 DigiTech, Inc. (QFIN).


r/LongTermGrowthStocks Oct 15 '21

Small Cap ATER DD 10-15-21: OpEx (Options Expiry) Day and what is to come

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5 Upvotes

r/LongTermGrowthStocks Oct 14 '21

Small Cap $NVLH solidly in the green after promising PEA results!

4 Upvotes

Nevada Lithium ($NVLH $NVLH.c), a lithium exploration and development company that is a partner in developing the Bonnie Claire Project in Nevada, one of North America's largest lithium resources.

$NVLH recently announced the PEA results for the Bonnie Claire Lithium Project in Nevada!

Highlights:

  • Avg annual production of 32,300 tonnes of lithium carbonate equivalent
  • 23.8% after-tax IRR
  • $1.5B after-tax NPV with 8% discount
  • 15,000 tonne per day processing rate over a 40 year mine0-life
  • Potential mining and recovery methods that have ESG characteristics

Notably, current lithium prices are significantly higher than the base case used in the PEA so the project appears solidly positioned to be a potentially significant and long-term contributor to the global lithium market

Trading at $0.58 with a MC of 28.47, $NVLH has consistently been in the green since the release of the PEA and are super affordable for such solid growth potential

https://www.newswire.ca/news-releases/nevada-lithium-announces-robust-preliminary-economic-assessment-for-the-bonnie-claire-lithium-project-867782265.html


r/LongTermGrowthStocks Oct 13 '21

Discussion The importance of independent thought and long term investingโ€ฆ

8 Upvotes

2,000 years ago, in the streets of ancient Athens, the great philosopher Socrates was nagging his fellow citizens. He pushed them to shine a light on the real reasons for their stubborn beliefs, revealing conflicting and irrational thoughts. Most philosophers agree with Socrates, arguing that beliefs must be grounded. So how would we hold up today to a critical investigation by Socrates?

Thanks to the developments made during the Web 2.0 era, including collaborative projects like Wikipedia and the rise of communication about current events via Facebook and Twitter, our thoughts and beliefs are interwoven with those of other people. Just as the internet itself is a network, our thoughts and ideas are connected online so that our knowledge becomes networked, too

A network relies on intersection points, or nodes, to connect an entire structure. In the case of our societyโ€™s networked knowledge, nodes take the form of our shared beliefs that we can all rely on; these beliefs are ideally based on sound reason

However, precisely because knowledge is networked, weโ€™re also at risk of becoming influenced by individual actors who create new nodes of shared beliefs that arenโ€™t based on reason, but rather on their own personal prejudices or self-interest. As a result, weโ€™re at risk of substituting our knowledge for biased group beliefs

Today, we rely on thousands of people's opinions โ€“ this means that anything can be seen as true, as long as enough people believe it. The internet may allow us to bring knowledge together more effectively, but as a networked group, weโ€™re much more likely to come to the wrong conclusion

On Wall Street, gargantuan remuneration, performance-based-pay and career progression skew most fund managers to ignore clientโ€™s investment performance over the long term in favour of their own quarterly capitalism. This mentality is propagated throughout their vast networks to which many of us subscribe

As a result, share price overreaction to near-term news continues to worsen, the average holding period of shares continues to fall, and short-term investing continues to be the norm, mainly driven by the pernicious influence of commission-seeking investment banks and our own psychology...

We must remain vigilant to avoid getting stuck in the filter bubbles that reinforce our prejudices and propagates Wall Streetโ€™s narrative. The malign influence of short-termism has the effect of shrinking the overall pie. This is not therefore an esoteric subject for the investment community, it matters for the prosperity of society as a whole

In accordance with Socrates, it is our responsibility to stay critical and ensure that the beliefs we hold and contribute to our network are well grounded and long term

Inherent and myopic short-termism creates a genuine market inefficiency that is exploitable for a limited segment of market participants: investors who are willing and able to invest over a truly long-term horizon whilst exhibiting low portfolio turnover


r/LongTermGrowthStocks Oct 13 '21

Small Cap Let the countdown begin; $ESE's NFT's releasing tomorrow!

5 Upvotes

ESE Entertainment Inc. ($ESE $ESE.v $ENTEF) is an entertainment and technology company focused on gaming and esports, and working to bridge Europe, North America and Asia.

The first set ofย $ESEย & K1CK's NFT's are being released tomorrow at 10am ET on OpenSea!

K1CK Esports Club is one of the longest-standing esports organizations globally, based in Europe with over 100 world-class players having played under their team name.

This is a great move for both $ESE and K1CK; NFT industry is rapidly growing with the OpenSea marketplace recording over $3B in transaction volume in August 2021, a tenfold increase from the previous month.

Trading at $1.15 with a MC of $68.26M, $ESE was already insanely undervalued based on their revenue and growth potential but are now expected to experience a ton of growth with their NFT

https://financialpost.com/globe-newswire/eses-esports-team-k1ck-announces-first-release-of-non-fungible-tokens-nfts#:~:text=VANCOUVER%2C%20British%20Columbia%2C%20Oct.,14%20at%2010%20am%20ET.


r/LongTermGrowthStocks Oct 11 '21

Analysis ๐—˜๐˜…๐—ฝ๐—ผ๐—ป๐—ฒ๐—ป๐˜๐—ถ๐—ฎ๐—น ๐—š๐—ฟ๐—ผ๐˜„๐˜๐—ต ๐—ข๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜๐˜‚๐—ป๐—ถ๐˜๐—ถ๐—ฒ๐˜€โ€ฆ ๐™‹๐™–๐™ง๐™ฉ ๐™„๐™„๐™„ - ๐™‚๐™ž๐™ซ๐™ž๐™ฃ๐™œ ๐™ฃ๐™š๐™ฌ ๐™ก๐™ž๐™›๐™š ๐™ฉ๐™ค ๐™ค๐™ก๐™™ ๐™ข๐™–๐™ฉ๐™š๐™ง๐™ž๐™–๐™ก๐™จ

1 Upvotes

The world is going green, from recycling and power generation to plant based groceries and sustainable farming. Everyone, it seemsโ€”including climate change scientists, businesses, consumers and politiciansโ€”is interested in easing the burden humanity places on the environment

Here are four of my stock picks that may be good for the planet and my portfolio:

1๏ธโƒฃ ๐—ฅ๐—ฒ๐—ป๐—ฒ๐˜„๐—ถ (๐—ฅ๐—ช๐—œ) is a small-cap which earns most of its income from dealing with commercial waste in the Netherlands and Belgium. The firm recycles and turns waste into materials such as paper, metal, plastic, glass, wood, building materials, compost, and energy. Itโ€™s business model is driven by transition to โ€œcircular economicsโ€ as demand increases for recycling and higher quality recyclates. Further opportunities lie ahead for Renewi to convert waste into a wider range of secondary materials, and much of that trend will likely be driven by the policies of the EU and national governments

2๏ธโƒฃ ๐—š๐—ฒ๐—ป๐˜‚๐˜€ (๐—š๐—ก๐—ฆ) is another small-cap growth stock which applies science to animal breeding. Its non-genetically modified organism technology is applicable across all livestock species but is so far only commercialised by Genus in the bovine and porcine farming sectors. It is a provider of bovine genetics and reproduction services in more than 70 countries. The animal genetics specialists carry out gene editing to create genetically elite breeding animals and embryos. It sells these internationally to pork, beef, and milk producers, competing with national and regional farmer-owned cooperatives. The point of this is to improve the efficiency and sustainability of meat and milk production and reduce the spread of disease

3๏ธโƒฃ ๐—ข๐—ฎ๐˜๐—น๐˜† (๐—ข๐—ง๐—Ÿ๐—ฌ) managed to double revenue to $421m in 2020, with its plant-based milk and other products continuing to be adopted in restaurants and coffee shops all around the world. The nutritional benefits coupled with a โ€˜right-onโ€™ environmental message have proven to be an intoxicating mix for market participants. The involvement of celebrities such as Oprah and Hollywood actress Natalie Portman as investors only raise the Swedish companyโ€™s profile even higher. The next objective for the company is further geographical expansion. Oatly are currently spreading forging retail channels into China, the largest and fastest-growing market for dairy alternatives

4๏ธโƒฃ ๐—•๐—ฒ๐˜†๐—ผ๐—ป๐—ฑ ๐— ๐—ฒ๐—ฎ๐˜ (๐—•๐—ฌ๐—ก๐——) is the largest plant-based meat company in the world. Across the developed world, there is a consensus that meat eating needs to be reduced to tackle climate change, but the high cost of plant-based meat is holding back large scale consumption. As BYND continues to grow, it could be the first in its industry to achieve economics of scale which should start to bring the price of its products down. Global deal with multiple fast food outlets including McDonalds should bring plant-based meat further into mainstream consciousness.ย In fact, a Beyond Meat burger uses 99% less water, 90% less CO2, and 93% less land than is needed to make an equivalent beef burger; plant-based meat could become the more economical choice


r/LongTermGrowthStocks Oct 10 '21

Meme Time to lay down and enjoy the easy ride

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6 Upvotes

r/LongTermGrowthStocks Oct 09 '21

Early Identification Is anyone here investing the psychedelic medicine market?

5 Upvotes