Sequentialvzion
TASE:GODM-M GO.D.M Investments ltd - is a real investment and holding shell company.
Battery Electric vehicles is projected as the most lucrative segments
Electric Motor Sales Market Size Worth $232.5 Billion By 2028
Global electric vehicle market is expected to reach $823.75 B by 2030
TASE:BULL Bull Trading and Investment ltd - provides non-banking credit services.
Return on equity:
2020: 15.3%
2021: 18.3%
TASE:KMDA KAMADA - is a developer of life saving therapeutics. A global specialty plasma-derived biopharmaceutical company with a diverse portfolio of marketed products, a robust
development pipeline and industry-leading manufacturing capabilities. The Company’s strategy is focused on driving profitable growth from its current
commercial products, its plasma-derived development pipeline and its manufacturing expertise, while evolving into a vertically integrated plasma-derived
company. The Company’s two leading commercial products are GLASSIA® and KEDRRAB®. GLASSIA was the first liquid, ready-to-use, intravenous
plasma-derived AAT product approved by the FDA. The Company markets GLASSIA in the U.S. through a strategic partnership with Takeda
Pharmaceuticals Company Limited ("Takeda") and in other countries through local distributors. Pursuant to an agreement with Takeda, the Company will
continue to produce GLASSIA for Takeda through 2021 and Takeda will initiate its own production of GLASSIA for the U.S. market in 2021, at which
point Takeda will commence payment of royalties to the Company until 2040. KEDRAB is an FDA approved anti-rabies immune globulin (Human) for
post-exposure prophylaxis treatment. KEDRAB is being marketed in the U.S. through a strategic partnership with Kedrion S.p.A. The Company has
additional four plasma-derived products administered by injection or infusion, that are marketed through distributors in more than 15 countries, including
Israel, Russia, Brazil, Argentina, India and other countries in Latin America and Asia. The Company has two leading development programs; a plasmaderived hyperimmune immunoglobulin (IgG) product as a potential treatment for coronavirus disease (COVID-19) and an inhaled AAT for the treatment
of AAT deficiency for which the Company is currently conducting the InnovAATe clinical trial, a randomized, double-blind, placebo-controlled, pivotal
Phase 3 trial. The Company leverages its expertise and presence in the Israeli pharmaceutical market to distribute in Israel more than 20 products that are
manufactured by third parties and have recently added nine biosimilar products to its Israeli distribution portfolio, which, subject to EMA and the Israeli
MOH approvals, are expected to be launched in Israel between the years 2022 and 2025. FIMI Opportunity Fund, the leading private equity investor in
Israel, is the Company’s lead shareholder, beneficially owning approximately 21% of the outstanding ordinary shares.
Letter from CEO (on Mar 15 2022):
"Dear Shareholders, Colleagues and Business Partners:
The recently completed 2021 year was a transformational period for Kamada in our path toward becoming a global leader in the plasma-derived specialty
market. Following the completion of the planned manufacturing transition of Glassia® to Takeda, our recent acquisition of four FDA-approved
commercial immunoglobulins and the establishment of Kamada Plasma, our U.S. based plasma collection company, we are embarking on a new and
exciting chapter in the Company’s evolution. We are building on the strong foundation established over the years, entering 2022 as a "New Kamada" – a
fully-integrated specialty plasma company with six FDA-approved products and strong commercial capabilities in the U.S. market, as well as a global
commercial footprint in over 30 countries.
Our business performed as expected in 2021 and we look ahead to 2022 for which our revenue guidance is between $125 million to $135 million,
representing a 20% to 30% growth compared to 2021, with expected EBITDA margins of 12% to 15%, which would represent more than 2.5x the 2021
EBITDA. This strong guidance reflects the benefits stemmed from our new undertaken strategic direction, and the resume of revenue and profitability
growth in 2022. Importantly, we further expect continued growth at a double-digit rate in the coming few years.
The acquisition completed in November 2021, following a thorough search for the ideal assets for Kamada, was a critical strategic and synergistic step
for the Company. The acquired products generated revenues exceeding $40 million in 2021, with over 50% gross margins, and we anticipate significantly
growing the new portfolio’s revenues through proactive promotional activities in the U.S, where our newly established subsidiary, Kamada Inc., is
responsible for the commercialization and direct sales of the products. We also intend to leverage our existing strong international distribution network to
grow product revenue in new territories, primarily in Asia, Latin America and the Middle East. I am pleased to report that these promotional and sales
activities have already commenced.
Of the four acquired products, the largest is Cytogam®, indicated for the prophylaxis of cytomegalovirus disease associated with solid organs
transplantation. This proprietary and unique product is the only FDA-approved IgG product for its indication. The transition of Cytogam manufacturing
to our facility is already well underway, and we expect to receive FDA approval for its production at our Israeli facility by early 2023. Moreover, based
on the Cytogam manufacturing transfer, expected growth of KedRAB®, our FDA-approved anti-Rabies hyperimmune product, and planned
manufacturing transition of the other acquired products over the next few years, we anticipate improving the gross margins of our proprietary products by
effectively utilizing our plant capacity.
Another major strategic step taken is the acquisition of a plasma collection facility in Texas, in early 2021, which primarily specializes in the collection of
hyper-immune plasma used for Anti-D immunoglobulin, a product manufactured by Kamada and distributed in international markets. This acquisition
represented Kamada’s entry into the U.S. plasma collection market and supported our strategic goal of becoming a fully integrated specialty plasma
company. We are already actively engaged in the expansion of the hyperimmune plasma collection capacity at this center and are simultaneously
advancing our plan to open additional centers in the U.S. to further enhance our supply of specialty and regular plasma.
KedRAB, marketed in the U.S by Kedrion, continues to gain market share in the $150 million U.S. market. During 2021 the FDA approved a label
expansion for the product which differentiates KedRAB as the first and only human rabies immunoglobulin (HRIG) available in the U.S. to be clinically
studied in children and confirming the safety and effectiveness of its use in pediatric population. We anticipate sales of the product to grow significantly
during the next few years."
BTCUSD: Prepare for glory!Comrades!
Unfortunately, I couldn't predict the pandemic and the consequences.
However, if you unaware of, I did predicted the April's 2021 Delusion/Denial in Jan 2019 . Now, not many really changed since then, except the timeframe,
a) the target is still 267k
b) BTC.D target is still below 35%
c) TOTAL target is still above $30T
And, I still believe there's projects that will show even greater gains. Of course, Bitcoin is here to stay and it is the compass in the world of cryptocurrencies, but personally, I'm interested in watching all the projects and looking for pearls among them. Furthermore, my ideas I share with you are not a recommendation or advice. I create them to test my technics, nothing more.
Best regards!
TONCOIN: Above buy resistanceHello dear friend!
"The next gen network to unite all blockchains and the existing Internet
Apart from processing millions of transactions per second, TON blockchain-based ecosystem has all the chances to give rise to a genuine Web3.0 Internet with decentralized storage, anonymous network, DNS, instant payments and various decentralized services.
As the ecosystem expands, we see a huge potential of TON coin and numerous ways for it to work in the new economy. We expect it to go beyond a means of payment.
Stakes deposited by validators to be eligible to validate transactions and generate new blocks and coins. Voting power to support or oppose changes in the parameters of the protocol. Income (gas) paid to validator nodes as reward for processing transactions and smart contracts under the PoS consensus. Loans to validators extended against a share of their reward. Payment for services and options implemented by TON Services, TON Storage, TON DNS, TON Proxy, TON WWW. In particular, for bypassing censorship, storing data, hiding identity, using blockchain-based domain names." source CMC
MTLBTC: Sell countdown 13 is comingHello my dear friend!
"Metal (MTL) is the native currency of Metal products and an essential part of the Metal ecosystem. Sending and receiving any crypto to friends on Metal Pay is, according to the team, instant and feeless. Designed to make cryptocurrency payments fast and easy, users pay zero fees when sending, receiving, buying, or selling MTL.
Additionally, Metal Pay users pay substantially less fees when buying other cryptocurrencies if they also hold MTL, with 0% fees offered to anyone who holds 10,000 MTL. Created with the goal of being highly useful and advantageous to hold, MTL has fueled Metal Pay and allowed it to become one of the few FDIC-insured on-ramps to cryptocurrency in the United States.
On the Metal X exchange, users can reduce fees by paying the fee in MTL. Additionally, users can receive loyalty benefits for holding MTL inside the exchange." source CMC
COTIBTC: Buy setup above the resistanceHello my dear friend!
" What Is COTI (COTI)?
COTI markets itself as the first enterprise-grade fintech platform that empowers organizations to build their own payment solutions as well as digitize any currency to save time as well as money.
COTI is one of the world’s first blockchain protocols that is optimized for decentralized payments and designed for use by merchants, governments, payment DApps and stablecoin issuers.
COTI Pay is the first application. It describes itself as a fully encompassing finance on the blockchain. The COTI Group launched in March of 2017, while the Staking Platform Launched on Jan. 1, 2020.
It is an ecosystem that is designed specifically to meet all of the challenges associated with traditional finance, including latency, fees, global inclusion and risks. This is done through the introduction of the DAG-based protocol as well as infrastructure that is completely scalable, private, inclusive and fast.
The ecosystem has DAG-based blockchain, proof-of-trust consensus algorithm, multiDAG, GTS (Global Trust System), a universal payment solution and a payment gateway.
What Makes COTI Unique?
The thing that makes COTI unique is COTI’s platform.
This platform enables companies to effortlessly create advanced fintech products and save time, data and money. COTI pay can process every kind of payment type, both in terms of online payments as well as offline ones. This includes crypto and stablecoins, as well as credit cards and even native coins. It has built-in financing to boot, with interest earned on deposits and loans. This also connects with the white label payment network.
Traditional payment systems simply cost both merchants and customers amounts up to billions of dollars on an annual basis. As such, the white label payment network is a global payment network for users and merchants that make transactions freely throughout a digital wallet, coin and much more.
COTI is also the world’s first platform that is optimized for the creation of coins that are stable in price. As such, a user has the ability to issue their own stable coin and regain full control over both their money and their data." source CMC
ARPABTC: Buy setup above the resistanceHello my dear friend!
"ARPA is a blockchain-based layer 2 solution for privacy-preserving computation, enabled by Multi-Party Computation (“MPC”). Founded in April 2018, the goal of ARPA is to separate data utility from ownership and enable data renting. ARPA’s MPC protocol creates ways for multiple entities to collaboratively analyze data and extract data synergies while keeping each party’s data input private and secure.
Developers can build privacy-preserving dApps on blockchains compatible with ARPA. Some immediate use cases include credit anti-fraud, secure data wallet, precision marketing, joint AI model training, and key management systems. For example, banks using the ARPA network can share their credit blacklist with each other for risk management purposes without exposing their customer data or privacy.
ARPA partners with organizations and tech companies like IEEE Standard Association, ISO, JD.com, Sinochem Group, CAICT, Elrond, and Chainlink." source:CMC
AKROUSD: above resistance"What Is Akropolis (AKRO)?
Akropolis is a company that operates an Ethereum-based decentralized finance protocol that seeks to provide an autonomous financial ecosystem for saving and growing wealth, including through borrowing and lending. To do so, it offers a series of products including AkropolisOS, a framework for developing for-profit decentralized autonomous organizations, Sparta, a platform for uncollateralized lending, and Delphi, a yield farming aggregator and tool for dollar-cost averaging.
The project uses an ERC-20 token, AKRO, for protocol governance across its suite of products.
Akropoli was first announced in March 2018, launching on the Ethereum mainnet in June 2020.
Who Are the Founders of Akropolis?
Akropoli was founded in 2017 by Ana Andrianova, with Kate Kurbanova joining later as a co-founder.
Prior to starting Akropolis and serving as its CEO, Andrianova co-founded and was managing director of Apiro Capital, a data- and technology-driven investment management firm, in addition to founding private equity advisory firm Sirin Capital. She has additional investment experience from serving as a fund manager for the Lehman Brothers and an emerging markets hedge fund analyst for Emergent Asset Management, where she was responsible for private equity fund strategy. In addition, Kurbanova has served as an advisor for The Bee Token, the Web3 Foundation, Tenzorum and OpenMaker.
Kurbanova first began with Akropolis in January 2018 as an advisor and was officially brought on as a full-time employee in June 2018, recognized for her contribution to the project by being named its co-founder. Prior to Akropolis, Kurbanova was head of analytics at crypto-asset intelligence company Cindicator, where she developed research tools and methodologies as well as co-authored the company's CND token model and white paper. She has also served as a community and product advisor for Svandis.
What Makes Akropolis Unique?
Akropolis was conceived as a distributed savings and pensions fund — a solution to what it described in its initial announcement as ""a looming pension deficit apocalypse"" resulting from the inevitable collapse of state pensions systems. But in August 2020, the company stated that it had shifted its focus to building the underlying framework for such a system by creating AkropolisOS to allow for the rapid launch of for-profit capital pools.
AkropolisOS is a Solidity-based, modular framework for the creation and management of distributed capital pools and serves as the base for the company's Sparta and Delphi platforms, with the former providing access to uncollateralized loans. Akropolis has claimed that unlike other DeFi protocols, its products reduce the risk associated with these loans by providing community incentives in the form of AKRO to those who provide accurate risk assessments.
The company provided some insight into its business model in December 2018, reporting that it would focus on building a pipeline of institutional partners and clients, developing technology and academic partnerships, and building out the Akropolis ecosystem. It also holds a significant number of AKRO to be used for internal operations such as marketing and partnership building." source cmc
MATHUSD: above resistanceWhat Is MATH (MATH)?
MATH is a one-stop crypto platform that combines several applications, including Math Wallet, MATH VPOS Pool, Math DApp Store, MathStaking, MathPay and MathChain. It was founded in 2018.
MATH supports more than 63 public blockchains. It allows users to invest and build their portfolios with automated quant trading, earn an annual percentage rate (APR) of up to 30% on their digital assets, deposit crypto, get instant loans and use crypto for payments regardless of time and location and at zero fees.
Math Wallet is an extension wallet that supports multi-chain decentralized applications (DApps).
Who Are the Founders of MATH?
The founder and CTO of MATH is Eric Yu. Before creating Math Wallet, Yu was the CTO of Zhongtopia, the largest mutual aid platform in China with over ten million users. He was also the CTO and co-founder of XunFang Tech.
What Makes MATH Unique?
The Math DApp store offers users access to such DApps as Math Cloud Wallet, Polkadot VPoS Pool, Near Staking Tools, Binance Staking Tool, Uniswap, SushiSwap and others.
MATH VPOS Pool allows users to stake their crypto and get up to 30% APR. Another component of the MATH ecosystem is MathChain, which is a second-layer blockchain based on Substrate.
The MATH token was introduced on October 22, 2019. It is an ERC-20 token that enables staking, provides a validator infrastructure to networks and offers users rewards.
Math DApp Factory gives users tools that can simplify the development of exchanges, games and other decentralized applications. MathSwap is an instant and secure token exchange that allows users to build crypto portfolios with an automatic quant trading system.
MathNews provides the latest news about the public chains supported by the MATH ecosystem. Finally, MathPay is a cryptocurrency payment gateway.