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Tailwinds, Monetization and Cost Structure Will Lead To Higher Cash Flows
Catalysts (optional) User Growth and Engagement Will Remain The Focus Over Profitability Streaming Economics Will Favour The Suppliers, Users AND The Aggregators. Being An Audio Platform Will Lead To Less Reliance on Variable-Cost Music The Market Will Come To Understand Spotify’s Current and Future Profitability Assumptions (optional) Retain Dominant Market Share Position In Paid Music Streaming 325m paid subs by 2028 (35% of 930m market).Read more
Potential Stock Price at $4,000 Gold
Given the shares outstanding of 370,355,185, we can now calculate the potential stock price for i-80 Gold at a gold price of $4,000 per ounce. ### Valuation 1.Read more
Micron will be one of the biggest beneficiaries in the semiconductor industry of the multi-year growth opportunity driven by AI
Catalysts With the advancement of AI there will be high demand for High Bandwidth Memory (HBM) devices for AI data centres. Micron are in a strong position to serve AI demand for fast storage as these data-intensive applications proliferate.Read more
Sunshine Powers More Than Plants-Samaiden
Renewable Energy in Malaysia and ASEAN Region Catalysts 1. Samaiden (KLSE: 0223) is an engineering, procurement, construction and commissioning (EPCC) company of solar photovoltaic systems and power plants in Malaysia.Read more
Good Prospects if management is strategic. Fair value between 4 - 9 HKD.
Summary Estimated Liquidating Value - March 2024 - 0.16 HKD Business Value Range 4 - 9 HKD. Dividend Record - 11 years uninterrupted.Read more
Green Revolution through EV - or false alert?
Key Takeaways I am of the opinion EV is over hyped and the buying public do not fully understand either the true carbon footprint or the practical realities regarding the provision of power Catalysts How knowledgeable are buyers of EV's about the true carbon footprint to produce an EV? Will the discovery and reality of the actual manufacturing carbon footprint make them change their mind and therefore reduce demand?Read more
Scale, Operating Leverage And Ad Plans Will Drive EPS Growth
Key Takeaways Netflix ad-supported plans will drive new revenue Revenue per user will decrease in short term from ad plans, but increase longer term Margins will continue to improve as costs grow slower than revenue (operating leverage) User growth expected from password sharing crackdown I believe these 3 catalysts will result in $52bn in revenue and $12.5bn profit by 2028 Catalysts Industry Catalysts There is Room For More Than One Streaming Platform The video streaming industry has become very competitive, and the market has been hyper focused on the question of “who will win the streaming war.” I don’t think this is a winner takes all situation, and there is room for a handful of platforms. There are pros and cons to each platform and many households end up subscribing to two or three platforms.Read more
Staff Shortages and Demographic Shifts Could Drive Revenue Higher Despite Competition and Regulatory Challenges
Key Takeaways Dedicare holds a robust market position within a steadily expanding market. Continued revenue growth is supported by the persistent need for skilled health professionals.Read more
if gold reaches $4,000 per oz
To estimate Talisker Resources' stock price if gold reaches $4,000 per oz, let's consider several key factors like production ramp-up, resource base, and potential profitability. Since Talisker is in early stages and lacks formal studies (PEA/PFS), we'll use rough estimates for production and profitability based on available information.Read more
