USD/CHF LONG POSITION FED MEETING NEWS Good Morning everyone,
As we expect the dollar is gaining some power during this weeks, and the previous meetings is being bullish for the usd currencies.
In that matter we expect the same to happen today at 01:00pm.
this trade is expected 1/1 risk reward.
That's my personal opinion for today
Net
MSN- another example of cigar butt deep value net net stockspotentially 1.00 in value and trading 50-60 cents.
MSN Emerson Radio has a history of trading below tangible book value when china gets sold and then returning to near book value when china is doing well.
Short term assets are higher total liabilities and enterprise value reflects this as well with a negative enterprise value.
Disclaimer.
Penny stocks are extremely risky and will lose you money. High risk of bankruptcy or illiquidity.
Cloudflare continues in a trend of lower highs.Cloudflare - 30d expiry - We look to Sell at 52.98 (stop at 56.11)
Our short term bias remains negative.
Daily signals are bearish.
The medium term focus remains bearish and intraday rallies continue to find sellers.
The trend of lower highs is located at 54.00.
We look for a temporary move higher.
Preferred trade is to sell into rallies.
Levels close to the 38.2% pullback level of 54 found sellers.
Our profit targets will be 45.15 and 44.15
Resistance: 47.00 / 51.00 / 54.00
Support: 43.00 / 41.32 / 37.37
Disclaimer – Saxo Bank Group.
Please be reminded – you alone are responsible for your trading – both gains and losses. There is a very high degree of risk involved in trading. The technical analysis , like any and all indicators, strategies, columns, articles and other features accessible on/though this site (including those from Signal Centre) are for informational purposes only and should not be construed as investment advice by you. Such technical analysis are believed to be obtained from sources believed to be reliable, but not warrant their respective completeness or accuracy, or warrant any results from the use of the information. Your use of the technical analysis , as would also your use of any and all mentioned indicators, strategies, columns, articles and all other features, is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness (including suitability) of the information. You should assess the risk of any trade with your financial adviser and make your own independent decision(s) regarding any tradable products which may be the subject matter of the technical analysis or any of the said indicators, strategies, columns, articles and all other features.
Please also be reminded that if despite the above, any of the said technical analysis (or any of the said indicators, strategies, columns, articles and other features accessible on/through this site) is found to be advisory or a recommendation; and not merely informational in nature, the same is in any event provided with the intention of being for general circulation and availability only. As such it is not intended to and does not form part of any offer or recommendation directed at you specifically, or have any regard to the investment objectives, financial situation or needs of yourself or any other specific person. Before committing to a trade or investment therefore, please seek advice from a financial or other professional adviser regarding the suitability of the product for you and (where available) read the relevant product offer/description documents, including the risk disclosures. If you do not wish to seek such financial advice, please still exercise your mind and consider carefully whether the product is suitable for you because you alone remain responsible for your trading – both gains and losses.
SNOW / Uptrend /Ascending Channel / HEATING UP !NYSE:SNOW
SNOW is looking like a good swing trade opportunity
chart is showing a good AWE oscillator as is
the Relative Volume. Ascent is consistently above
the cloud indicator.
This NASDAQ/ TECH stock appears ready to be traded
or call option if the price is too high.
$NET, THE DISCOUNT OF THE DECADEBuying Cloudflare stock at these levels, and what seems to be an approaching opportunity to buy it at ~$30 is just an incredible discount.
Myself and so many other developers around the world love building and deploying on Cloudflare, it's amazingly cost-friendly with a lot of free entry plans to get started at no cost. I am uber bullish on developers in general, it's a space that will grow exponentially. So many kids are growing up, wanting to code and deploy projects and Cloudflare makes it easy for them to get started at no cost, this is huge. When these kids grow up, they will be advocates for Cloudflare, they will pay it back. They will scale their web apps on Cloudflare, they will spend their money with the company that let them start building at no cost. It's what they'll be familiar with and Cloudflare will have a suite of products that will fulfill their needs.
Cloudflare builds the right product and they build it fast.
The founder is the CEO. They have a great leader at the helm who lives and breathes the space -- natural and passionate innovator. This is someone I have full confidence backing.
Cloudflare continues to grow 50%+ YoY. This is the time to buy company's that are continuing to grow, despite the conditions of the economy. ibb.co
As for the technicals, it sure seems that we are on the C wave of an ABC correction. I also added some trend lines that may or may not be respected. I am eyeing a bounce around $31 in late August.
This is not financial advice. This is my personal opinion.
Buying Opportunity: Cloudflare (NET)Chart analysis is showing that Cloudflare (NET) is trying to form a bottom at an important Fibonacci level. Currently, there is momentum to the downside on the daily chart and a gap to be closed at 46.38. It's therefore likely that with the downward momentum, NET will attempt to close this gap and then quickly rebound up to 59 as it will also try to maintain price at or above this level for the monthly close. The weekly charts are already showing bullish signs and the asset's underperformance relative to the S&P 500 has already slowed down, which virtually always occurs right before a reversal. The Wave Trend Oscillator by @LazyBear shows that momentum to the downside on the highest timeframes is already bottomed and will soon start to revert back to the upside. On the daily chart, Heikin Ashi candles and Fibonacci Bollinger Bands also show signs of a bottoming pattern forming. The daily RSI has been showing bullish divergence since May. Therefore entering NET at prices around the gap closure at 46.38 could be a great risk-reward entry for long-term investors. Although anything is possible, it's statistically unlikely that NET will make a full retracement and fall much lower than the gap closure. In the years to come, Cloudflare will likely go to the moon.
Not financial advice.
Cloudflare | NET | Short to SupportCloudfare ( NYSE:NET ) looks weak and ready to fill the gap below and retest support ($80 or below). If it really starts to slip, it may want to go for $70 (dotted blue line). However, caution should be used if this just wants to gap fill and then make a run up to the 200 EMA again. But, in the near-term (with the Federal Reserve meeting and OpEx this week), it may want to bleed down.
One of my favorite patterns forming on NET. These go parabolic..Want to know what a parabolic pattern looks like? Here it is.
NET (on the RIGHT) is testing the trend line it broke in June on its daily time frame. Quidel corp did the same on the quarterly time frame. Bitcoin did this too before going parabolic.
Quick disclaimer: This does not mean they all do
Cloudflare: Will Resistance Hold Again? Cloudflare - Short Term - We look to Sell at 122.48 (stop at 132.12)
We look to sell rallies. Bespoke resistance is located at 120.00. The bias is still for lower levels and we look for any gains to be limited. Choppy price action seen. We look for a temporary move higher.
Our profit targets will be 94.27 and 83.10
Resistance: 120.00 / 140.00 / 170.00
Support: 100.00 / 80.00 / 65.00
Disclaimer – Saxo Bank Group. Please be reminded – you alone are responsible for your trading – both gains and losses. There is a very high degree of risk involved in trading. The technical analysis, like any and all indicators, strategies, columns, articles and other features accessible on/though this site (including those from Signal Centre) are for informational purposes only and should not be construed as investment advice by you. Such technical analysis are believed to be obtained from sources believed to be reliable, but not warrant their respective completeness or accuracy, or warrant any results from the use of the information. Your use of the technical analysis, as would also your use of any and all mentioned indicators, strategies, columns, articles and all other features, is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness (including suitability) of the information. You should assess the risk of any trade with your financial adviser and make your own independent decision(s) regarding any tradable products which may be the subject matter of the technical analysis or any of the said indicators, strategies, columns, articles and all other features.
Please also be reminded that if despite the above, any of the said technical analysis (or any of the said indicators, strategies, columns, articles and other features accessible on/through this site) is found to be advisory or a recommendation; and not merely informational in nature, the same is in any event provided with the intention of being for general circulation and availability only. As such it is not intended to and does not form part of any offer or recommendation directed at you specifically, or have any regard to the investment objectives, financial situation or needs of yourself or any other specific person. Before committing to a trade or investment therefore, please seek advice from a financial or other professional adviser regarding the suitability of the product for you and (where available) read the relevant product offer/description documents, including the risk disclosures. If you do not wish to seek such financial advice, please still exercise your mind and consider carefully whether the product is suitable for you because you alone remain responsible for your trading – both gains and losses.
Chinese Stock sinking ..!I believe this process will not end soon, do not try to catch a falling Chinese knife..!
Charlie Munger has tried this with BABA and I do not think he is happy with his decision!
Consider this:
What would happen if China and Taiwan situation escalate..!
Best,
Dr . Moshkelgosha M.D
DISCLAIMER
I’m not a certified financial planner/advisor, a certified financial analyst, an economist, a CPA, an accountant, or a lawyer. I’m not a finance professional through formal education. The contents on this site are for informational purposes only and do not constitute financial, accounting, or legal advice. I can’t promise that the information shared on my posts is appropriate for you or anyone else. By using this site, you agree to hold me harmless from any ramifications, financial or otherwise, that occur to you as a result of acting on information found on this site.
WNW from $160 to $2.09Wunong Net Technology Company Limited Changed its name to Meiwu Technology Company Limited
Xinliang Zhang, CEO of the Company: “The Company’s new name better reflects the Company’s international business line beyond its Wunong Net business as a global high-tech internet trading platform with a global commodity chain and the comprehensive services such as online consultation, display, sales and after-sales services. We are excited about our development in this new chapter.”
This is a speculative buy.
NET 15 minNYSE:NET
NET, 15 min, BAT
Buy @ 135.04 - 133.15
Sell @ Target 1 = 136.19, Target 2 : 138.08
Stop loss @ 133.15
--------------FOR OPTION CONTRACTS --------------
15 min Chart = Min 1 Month, Hold 2-3 Days
---------------------Disclamer ----------------------
I am not a financial /investment advisor. All information I am sharing here is for entertainment purposes only and should not be considered personal investment advice. Please, do your diligence when it comes to investing or trading in the market. You are responsible on your choice. Thank you
CLOUDFLARE ($NET) longNote:
- NYSE:NET
- Reverse play of the last phase of extreme growth and consolidation
- Software companies have been depreciated comparatively strongly in the last consolidation
- Hot sector
- Chart setting up nicely (support around 127$)
- EMAs coming together
- Fundamentals are great
Disclaimer and Info:
- No guarantee for the correctness of information or calculations
- No advice or investment advice
- All numbers in '000 US dollars (1.234 = 1.23 million USD)
Company profile from Wikipedia:
Cloudflare, Inc. is an American web infrastructure and website security company that provides content delivery network and DDoS mitigation services.
Its services occur between a website's visitor and the Cloudflare customer's hosting provider, acting as a reverse proxy for websites.
Its headquarters are in San Francisco.
Main sources for data:
- Investor Presentation 30. Sep. 2021
- Trading View
- Own calculations
Customers (new customers):
FY2020Q3: 100.968
FY2020Q4: 111.183 (10.215)
FY2021Q1: 119.206 (8.023)
FY2021Q2: 126.735 (7.529)
FY2021Q3: 132.390 (5.655)
FY2021Q3: t.b.d.
Customers with >100k$ (new customers >100k$):
FY2020Q3: 736
FY2020Q4: 828 (92)
FY2021Q1: 945 (117)
FY2021Q2: 1.088 (143)
FY2021Q3: 1.260 (172)
FY2021Q3: t.b.d.
Non-GAAP Gross Margin (= Gross Profit / Revenue):
FY2018: 78%
FY2019: 78%
FY2020: 78%
FY2020Q3: 76,35%
FY2020Q4: 76,92%
FY2021Q1: 76,76%
FY2021Q2: 77,02%
FY2021Q3: 78,23%
FY2021Q4: t.b.d.
DBNER (Dollar-Based Net Expansion Rate):
DBNER (aka. Dollar-Based Net Expansion Rate) is one of the most important KPIs, especially for SaaS and other software companies.
The DBNER measures how much more sales (revenue) a certain cohort of customers (usually those from last year) has also spent in the current year.
Calculation of the DBNER: As a rule, the DBNER is calculated by dividing the sales of all customers who were still customers on the last day of a period (e.g. December 31, 2021) by the sales of the same customers in the previous period (base period, e.g. the year 2020). Important: The sales of customers who have canceled in the current period (2021) and new customers who were not customers in the base period (2020) are not considered.
If you want to measure the ability to retain and increase sales (revenue retention) including terminations, the NRR (aka. Net Revenue Retention) is a better indicator in this case.
What is a good DBNER? A DBNER of 112%, for example, would mean that a company's existing customers have spent an average of 12% more this year than in the previous year.
Often the DBNER is in the range of 105-130%. Values over 130% indicate a strong growth in spending within customer accounts.
The DBNER is important because the simultaneous acquisition of new customers and a growing willingness to pay among existing customers can ideally lead to exponential growth.
The so-called "Land and Expand" strategy, which tries to continuously increase sales of new customers, is essential for sustainable growth of software companies.
If the DBNER falls below 100%, that means customers spend less and less on the company's services. At best, the decline can be compensated with the acquisition of many new customers.
Ways to increase the DBNER are the sale of additional products, services and modules, the expansion of licenses to include new workstations and instances or the enforcement of volume or consumption-based business models.
FY2019Q1: 118%
FY2019Q2: 122%
FY2019Q3: 121%
FY2019Q4: 119%
FY2020Q1: 117%
FY2020Q2: 115%
FY2020Q3: 116%
FY2020Q4: 119%
FY2021Q1: 123%
FY2021Q2: 124%
FY2021Q3: 124%
FY2021Q4: t.b.d.
Rule of "40":
The "Rule of 40" ( aka . "Rule of Forty") is one of the simplest and most important SaaS and software metrics. This KPI was developed by the US-based software venture capital fund Bessemer Venture Partners.
It tries to relate the growth and profitability of a company. The revenue growth and the free cash flow margin (also (non-GAAP) operating margin or adjusted EBITDA margin) are added as a measure of profitability. If the sum of the two values results in a value greater than 40 , empirical data are used to assume that this is a very healthy company. The rule of 40 is particularly meaningful for software or subscription companies with high gross margins.
The background to the relationship is that a company that is growing rapidly but is still losing money can be just as attractive or even more attractive than a company that is profitable but only grows more slowly. In addition, companies can often actively decide whether they want to give up profitability in order to grow even faster or save marketing costs and instead accept slow growth but deliver more EBIT .
At the same time, a situation in which a company is neither profitable nor grows significantly faster than 20% can quickly become threatening. Often these companies do not achieve sufficient economies of scale and operating leverage to be profitable and sustainable in the long term.
Therefore, the following applies quite casually: Either grow quickly or make a profit! If both of these don't work, the company often find itself in a dead end.
FY2020Q3: 50,41%
FY2020Q4: 45,70%
FY2021Q1: 45,87%
FY2021Q2: 50,21%
FY2021Q3: 52,26%
FY2021Q4: t.b.d.
Sales Efficiency (aka Magic Number):
The "Magic Number" is a KPI of the sales efficiency of SaaS and subscription companies. It goes back to the venture capital fund Bessemer Venture Partners, which specializes in SaaS companies in the US.
To calculate the Magic Number, the newly acquired Annual Recurring Revenue (ARR) is annualized and related to sales and marketing expenses.
Calculation: Specifically, you subtract the sales of the previous quarter from today's sales and multiply the difference by 4. Because the additional quarterly sales will accrue every year from now on, so it becomes ARR or annually recurring sales. This annualized turnover is now calculated from the marketing expenses of the previous period - because these have caused the increase in sales - and the result is a number that is usually between 0.5 and 2.
FY2020Q3: 0,84
FY2020Q4: 0,76
FY2021Q1: 0,82
FY2021Q2: 1,05
FY2021Q3: t.b.d.
FY2021Q4: t.b.d.
If the magic number is below 0.5, there is probably no product market fit. No invest in marketing is needed.
If the magic number is between 0.5 and 0.75, you are probably spending the right amount in marketing and sales and the amount should rather be optimized operationally.
If the magic number is above 0.75 or even above 1, you should definitely try to spend even more money on acquisition, i.e. via marketing and sales.
Cloudflare teaching moment. Meteoric rise = catastrophic dump.Hi everyone,
Today I would like to share a piece of knowledge on parabolic growth and poor market structures.
Let us take a look at NYSE:NET Cloudflare stock.
This was an attractive buy back in 2020. As always, nobody saw that until everyone started screaming about this stock on Twitter.
I saw an opportunity in investing into Cloudflare later in 2021 for a long-term.
I did not know what's coming.
At the beginning of October, after a decent sell-off something strange began happening.
Stock rose TWELVE days in a row. And not just stayed barely positive, it gained insane 68% in price during this short period.
Right there I knew this was not sustainable and price won't last up there for long.
Yes, I sold at 175 .
Yes, I missed a run up to 220 .
But, really, did I?
Noone can predict the top. But you can predict the inevitable downfall.
The Lesson.
Look at the chart.
You see the price in the first box going parabolicly up. The price took off to the moon and was hovering up in the air. Thus, poor structure has been created.
There is no single support level from 137 to 182 .
The Market hates poor weak structures and it tends to repair them sooner or later.
That is exactly what happened with Cloudflare stock.
Price has been flushed from 204 down to 123 as fast as it flew up there back in October. You can see that in the second box.
The structure has been repaired. A lot of data points were created in the process, which will help with the analysis in the future.
This might be a rebirth of Cloudflare stock constituting healthy future movement.
Trade wisely and good luck!
-----------------------------------------------------------------------------------------------------------------
Disclaimer!!!
This is not financial advise
Buy CorrectionShort term (rest of the year) Cloudflare will be in a correction (profit booking) like the rest of the market, which has been driven up crazy since the march dip 2020.
Cloudflare will find support at 0.786 Fibonacci around 130-140$ which will be a good entry point for the start of next year 2021.