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$Aspen Aerogels (ASPN.US)$
The decline of Aspen is believed to be supported by Mr. Trump's withdrawal of EV subsidies.
Since it is correcting the trajectory of EVs supported as a national policy, can it be said to be a counter-policy stock?
It may be considered undervalued, but looking at the pb ratio, it wouldn't be strange if it fell further.
(Shareholders speak.)
The decline of Aspen is believed to be supported by Mr. Trump's withdrawal of EV subsidies.
Since it is correcting the trajectory of EVs supported as a national policy, can it be said to be a counter-policy stock?
It may be considered undervalued, but looking at the pb ratio, it wouldn't be strange if it fell further.
(Shareholders speak.)
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$Aspen Aerogels (ASPN.US)$
In the third quarter of 2024, the company reported sales of $1.173 billion, an increase of 93% over the previous year, of which $90.6 million was attributed to revenue related to thermal barriers. The company recorded a net loss of $13 million, which includes a one-time expense of $27.5 million related to the redemption of convertible bonds. The gross profit margin improved to 42%, and adjusted EBITDA reached $25.4 million.
Additionally, the company secured significant funding, including a $0.125 billion term loan facility and a commitment for conditional loans of up to $0.606 billion from the US Department of Energy. Aspen has raised its 2024 performance outlook, targeting sales of $0.45 billion, net profit of $9 million, and adjusted EBITDA of $90 million.
While there was a significant increase in one-time expenses this quarter, overall the net profit is positive and sales YoY are progressing well.
In the third quarter of 2024, the company reported sales of $1.173 billion, an increase of 93% over the previous year, of which $90.6 million was attributed to revenue related to thermal barriers. The company recorded a net loss of $13 million, which includes a one-time expense of $27.5 million related to the redemption of convertible bonds. The gross profit margin improved to 42%, and adjusted EBITDA reached $25.4 million.
Additionally, the company secured significant funding, including a $0.125 billion term loan facility and a commitment for conditional loans of up to $0.606 billion from the US Department of Energy. Aspen has raised its 2024 performance outlook, targeting sales of $0.45 billion, net profit of $9 million, and adjusted EBITDA of $90 million.
While there was a significant increase in one-time expenses this quarter, overall the net profit is positive and sales YoY are progressing well.
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This incident took place at a golf course in Florida on the 15th, and it is believed to be an attempted assassination of former President Donald Trump, the Republican presidential candidate.This was the second attack on Mr. Trump in the past two months.。
According to Polymarket, at the time of reporting, the market predicts the winning rate to beMr. Harris 50%、Mr. Trump 48%are predicted.
As the US presidential election heats up, opinion polls have become important indicators for the media to determine the election results. However, according to US election analysts, if you want to know who will win the US presidential election, more direct and accurate judgment materials are needed than opinion polls.US stock market.It is pointed out.
According to Fortune, Nathaniel Rakich, the chief election analyst for FiveThirtyEight, stated in a 2023 survey that since 1998, the probability of accurately predicting the winner of US elections in opinion polls was only 78%.
On the other hand, in the prediction of US presidential elections since 1984,100% win rate.has been reached.
Unpredictable US presidential election? US stocks are more accurate than public opinion polls. A 100% win rate in election predictions!
According to Polymarket, at the time of reporting, the market predicts the winning rate to beMr. Harris 50%、Mr. Trump 48%are predicted.
As the US presidential election heats up, opinion polls have become important indicators for the media to determine the election results. However, according to US election analysts, if you want to know who will win the US presidential election, more direct and accurate judgment materials are needed than opinion polls.US stock market.It is pointed out.
According to Fortune, Nathaniel Rakich, the chief election analyst for FiveThirtyEight, stated in a 2023 survey that since 1998, the probability of accurately predicting the winner of US elections in opinion polls was only 78%.
On the other hand, in the prediction of US presidential elections since 1984,100% win rate.has been reached.
Unpredictable US presidential election? US stocks are more accurate than public opinion polls. A 100% win rate in election predictions!
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Tesla 2024 Q2 financial results briefing (subtitle translation)
Jul 23 16:30
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ぶっちまん OP fujikenner : Supply of EV batteries to General Motors accounts for 40% of revenue, and I thought the impact would be significant... The source is an overseas company's explanatory video, so I will also take a closer look.