저자: Mike · 외국인
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ASTS(AST SpaceMobile)는 AT&T와 상업 계약을 체결했고 2024년 여름 위성 5기 발사 목표를 제시. 주가는 $2.88 추천 이후 $3.37로 상승했으나 아직 실적 기여는 없고 소형주 리스크 존재. SafeBulkers(SB)는 Michael Burry 13F 보유 확대(40만주)와 1년간 약 545달러 상승 후에도 순자산가치 대비 할인 거래로 추가 상승 여지 주장. Nordic American Tankers(NAT)는 $4.20에서 배당(연 $0.46)과 원유 운송 수요 증가를 근거로 1년 내 최소 $5 전망. 세 종목 모두 긍정적 견해를 밝혔으며 구독 유도 및 디스코드 홍보 포함.
다듬은 글
hey everyone so three stocks at $5 or under is what I want to present to you in this video I want to talk about them briefly each one because if I do a deep dive on each one all three in one video it will take a long time but let me know at the end of the video in the comment section below which of the three do you want a deep dive in right actually the one I've already done a deep dive in done five videos on it and um the gains are really big so you might want to know now the stock that we're going to start off right away so we can get to the point is the first one estss space mobile right so in my Discord I called it a buy at $2.88 I actually talked about it also on YouTube a while back not at a dedicated video but mentioned it so if you had paid attention maybe you well maybe you picked up on it keep a naturally straight back grip the object in opposite Corners with the palms of your hands move slow and steadily keep looking ahead yesterday there was a lot of news that came out was the earnings and they presented some really good news which I'll show you real quick but basically at time of recording the video right now it is pre-market right now and the stock is trading at $337 so to go from 288 to 337 is a really big gain in my opinion but do I believe it's a sell because that's the number one thing people ask me Mike you know we've gone up now it's at 330 you know 33 7 should we sell selling is up to everybody in particular depending on your finances your strategy your needs in life and all that stuff but I I'll tell you something what's going on why is the stock going up ASDS space mobile Shares are trading higher after the company and AT&T announced a definitive commercial agreement the company also reported mix q1 Financial results as far as the financial results are concerned guys we shouldn't expect anything at all yesterday from yesterday earnings and um still going forward don't expect much because they haven't even gotten the whole program up and running right basically ests space mobile if you're new to this is a company that's trying to come up with their own version of starlink and obviously this is really big you know uh because there are companies out there that would like to offer these services to their customers starlink type Services right such as Google such as vone uh AT&T Rakuten which by the way all four of these companies have invested early in ests space mobile but the big news from the earnings yesterday was the AT&T deal so it's been finalized they have a deal with AT&T for the next 6 years running to 2030 now if their program is not up and running what is the whole point of this well ASDS space mobile setting their earnings yesterday that they hope to have all five of their satellites up and running launched from uh the time frame July to August this year this summer 2024 if there are no delays right and they are launched and everything's perfectly fine um and then we get the service AT&T to offer services to their customers that you know that they can now offer through a through as space mobile which will be a big game changer in the market I mean it exists already like I said if you want you can go Starling but um if everything goes well and the satellites are launched in the summer and also and there are no public offerings because ests Bas Mobile in the past has done quite a few public offerings because they needed to raise money right if we don't have public offerings the the satellites go up the commercialization stage begins AT&T right um you know this stock has then it would have insane potential to grow right then we would be talking about ests ests being eight bucks a share $6 a share $7 a share my personal opinion so as we can see here um ASDS space mobile Shares are ripping higher that was yest in the after hours um after the company reported their first quarter Financial results and announced a definitive commercial agreement with AT&T ests space mobile said it enters into a definitive commercial agreement with AT&T to provide a space-based broadband B Network directed to every everyday cell phones another thing I want to mention that's different with with ests and starlink is that with ests it will work with your current phone let's say um direct to your phone whereas with starlink from my understanding correct me if I'm wrong for the time being you have to have with you um the little what do you call it um satellite I don't know what do you call it uh receiver all right so um that's that so you have to have that with you next to your phone now that's M I'm not a starlink user so but but that is M correct me if I'm wrong so I think that's a big advantage fors in the beginning of the video I told you that Google vone AT&T have invested in ASDS space mobile and here it is a space mobile has attracted significant Investments totaling $26.5 million from industry Giants 18t Google and V now before I continue on to the next two stocks I want to be clear and upfront with you guys when it comes to investing in companies that are small caps they still need money to raise they still haven't proven themselves on a proven five six seven year track record of great financial uh data there's always risks right so keep that in mind all right guys if you want more such as ests and other stocks or you know to trade and and and be in a in a community with over ,900 actually 1,900 Traders you can join my Discord the link will be in the comment section below some of the things you can have access to are all these beautiful tools and more there's actually more I just couldn't put them in in a screenshot such as bot commands Quant alerts dark poool um you know unusual options gold description all that stuff there's a bunch of things the next stock guys has already made insane gains but it has something interesting even though it has already gone up over 100% since the last time I talked about it and did a YouTube video for you guys here on YouTube there is insane more potential ahead because it is still trading so cheap the valuation is still cheap so without further Ado it is safe Walkers I have done a lot of videos about safe bulkers dating all the way back to 2022 all right so there's two videos here in 2022 I've done for safe bulkers and I did three videos in 2023 these are all YouTube videos and also plenty of times and you know that I've called it at specific prices to buy over on the Discord one of the YouTube videos for safe bulkers was when the stock was trading at $2.99 and I told you guys that it was a buy to hold at least for a year so safe bulkers guys went from $299 to being currently $545 all within the past one year so um with that being said that's a big gain right but there is a lot more room to go and I'll explain the reasons why also also guys Michael bur is very bullish and safe bers he has been for the past 3 quarters so looking at Q3 2023 13f filing for cyan Asset Management which is M which is Michael Barry's we can see that he had 300,000 shares of safe Walkers then we go forward to Q4 2023 and he was holding 250,000 so he had sold 50,000 shares but still held 250,000 shares of safe bers and moving on now to the most recent 13 filing which will be the q1 2024 13 filing for S Asset Management guys and now he has 400,000 shares I will list some important key points for you here on the screen you can pause the video if you want I'll read them real quick so safe buker stands out in the midcap dry bul shipping Market with a high quality Fleet compared to their competitors the company faced declining Revenue profits in 2023 due to a tough market for smaller midsize vessels but it is expected to be on a rebound in 2024 which is actually already showing signs of it safe bulkers offers investors a reliable dividend the stock is currently trading at a significant discount to its net asset value by 4 9% Additionally the company maintains a healthy depth to equity ratio of 34% some quick financial information that you can see here is their revenues right going back from 2015 to 2023 gross profit at 175 173 million 2023 operating income positive 104 net income positive $77 million cash and cash equivalent positive 98 million and their total assets are $1.3 billion so that's the second stock who is the third stock that I believe can do very well within the next one year it will offer in my opinion positive return of investment plus a dividend that's actually higher than that of safe bulkers and it trades at a lower price than safe Walkers it is Nordic American tankers limited take a sample N I have talked about Nordic American tankers limited on YouTube before and um for sure in 2023 I called it a Buy on my YouTube channel and I think also in 2022 so the stock is trading right now at $4.20 in pre-market 420 not bad this is actually a US company the revenue in 2023 was 391 million healthy same as in 2022 at 339 million net income was positive 988 million free cash flow was positive 65 million Thea margin at 180 million at 46% total liabilities 340 total depth 301 which is actually he it's been decreasing since 2019 and the annual dividend guys in my opinion for a stock that's trading at $420 is undervalue with a p ratio of nine um has in and this is just my belief that it will grow within the next one year and you get an annual dividend of 46 this is for me a win-win so quick key points for what makes Nordic American tankers a great Buy in my opinion is the following which I don't know if I'm going to going to read it all for you cuz you're going to get bored but you can you know pause the video and read this if you want so the demand for crude oil transportation is on the rise driven by growing global trade measured in ton miles and limited tanker availability not maintains a moderate depth level with a depth to equity ratio 56% and a total liabilities to assets ratio guys of 38.8% the analysts are giving the following ratings for Nat a low of $4.50 an average of 535 and a high of about six bucks in my opinion within the next one year into 2025 na will be trading at five bucks minimum probably higher than that but minimum five bucks which is still a great return of investment if you also factor in the dividends I hope you enjoyed this video guys so that's three stocks that I believe are still great stocks as far as safe bulkers and not those two are safer in my opinion as TS is the one that has more risks involved but it also is the one out of three that if it works out has a higher reward potential let me know in the comment section below which of the three you like or if you don't like any of the three and I wish you guys all the best take care
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