Mr Connected @SellSideSource
🇺🇸 Turn notifications on 🇺🇸 Westchester NY Joined April 2012-
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*OPENAI IN TALKS FOR INVESTMENT ROUND VALUING IT UP TO $340B:WSJ $SSSS made a $17.5 million investment in OpenAI few months ago, so already doubled, seems
$VTNR Oppenheimer initiated with Outperform rating, $18 PT Note that $18 PT implies a 4x multiple to their 2023 EBITDA estimate of $376mn estimate, vs guidance of $425-450mn. 1/2
Vertex Energy special situation thread $VTNR - Appears to be one of luckiest acquisitions ever - Announced PSA with Shell for Mobile Refinery for $75mm in 5/2021 - Deal closed 4/1/22 - 75,000 Bbl/d low complexity refinery - Product slate is 2/3 diesel - Benchmark crack 3-1-2 1/
$VTNR, the next $GME/$AMC? Bull case: it’s a low risk, cash flowing value stock with multi-bagger opportunity, compounded with long-term options leverage. In 20+ years of value investing, I’ve never seen an opportunity to make generational wealth like this. Here’s why…
@BrickByBrickCap Screen capture before taken down. $VTNR
Dave Portnoy Exposes Business Insider Hit Piece
$VTNR Hallum takes pt up to 25 " we reiterate our Buy rating and raise our price target to $25(based on a pro-forma look at the business starting in 2024)but note that there is a clear path to VTNR being a $35+ stock"
$VTNR asset sales today look to have raised enough money to do the retrofit of the plant without a secondary.
$VTNR asset sales today look to have raised enough money to do the retrofit of the plant without a secondary.
$PLBY To be Added to Russell 2000 Index and Russell 3000 Index
Up8%
$PLBY Part 2 two avenues of plausible upside optionality that represent more than 100% upside to the current share price ($13 per share from U.S. streetwear and $35 per share from conversion to a JV in China).
$PLBY Part 2 two avenues of plausible upside optionality that represent more than 100% upside to the current share price ($13 per share from U.S. streetwear and $35 per share from conversion to a JV in China).
$PLBY Part 1 Stifel “We are initiating coverage of PLBY Group with a Buy rating and 12-month target price of $52 per share.
$RBLX Stifel "Overall performance was directionally consistent with the historical trendline for CY2Q (May < April) as well as our internal assumptions, but probably not enough to sustain the upward momentum the shares have enjoyed recently. Below we briefly discuss the results."
$GOED for those investors that care, their numbers and outlook today are pretty sweet.
$RIDE RF Lafferty & Co "With the level of uncertainty increasing in the future of Lordstown, we find it prudent to lower our rating to Sell. In addition, we reduced our price target by $6 to $3 per share."
up 12%
$BLDE Citi "Blade Air Mobility Inc (BLDE.O) - Initiate at Buy/High Risk, $16 TP; Early Mover Advantage in Emerging UAM Networks"
$VTNR Stifel "Did Not See this Coming. Renewable Diesel Adds at Least $15 to the Valuation."
$VTNR Stifel "Did Not See this Coming. Renewable Diesel Adds at Least $15 to the Valuation."

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