RGTI 非常昂贵,市销率约为过去十二个月销售额的 288 倍,对应 1340 万美元营收,股价较高点下跌 80%,摊薄达 94.16%。其 156% 的分析师上涨空间可能被一个 40 美元目标价相对约 11 美元股价所扭曲;29.50 美元的平均目标价仍然不错,但也可能被扭曲,因此说话者表示应忽略该推荐,专注于市销率。
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learning Martian,感谢 I 团队所做的工作。我一直在想,转机可能就在眼前。RGTI,也就是 Regetti Industries,对比 Ionic,这两只总在我脑海里反复浮现。
我不认为今天它们中的哪一个会成为未来的量子领域领导者,反而像 Google 这样的大玩家可能会把它们收购。关于在这两只上小赌一把,你怎么看?这两只今天都已经回到 2024 年的价格了,和许多其他股票一样,而且似乎有不错的分析师一年期目标价。
learning Martian, thanks for the work the I team does. I keep thinking around the corner. RGTI, which is Regetti Industries versus Ionic, keep popping back in. I don't think today that either will might be an upcoming quantum leader, but instead a big player like Google might scoop them up.
Thoughts about taking a flyer on these. Both are today already today back at 2024 prices as so many others and seem to have a good good analyst one-year price targets.
我看这些股票时做的第一件事,就是看它们的价格走势图,看到它们回到 2024 年的水平,就像你在问题里说的,为什么会这样?这在我脑海里触发的第一件事,就是我去看我的稀释模型并计算。
其实不是我算,是模型在算。我只要把股票输进去,它就会显示稀释情况。所以这两只,Ionic 稀释 91.43%,RI,Regetti Industries 是 94.16。
First thing I do is when I look at these stocks and look at their price chart and I see they're back at 2024 levels, like you said in the question, why is that? And the first thing that that triggers in my mind is I go to my dilution model and I calculate.
I don't calculate actually the model does it. I just plug in the stock and it shows me the dilution. So these two Ionic 91.43% dilution and RI regetti industries 94.16.
分析师预测 Regetti Industries 有 156% 的上涨空间,非常惊人,但有时候这些预测会被某一位分析师严重扭曲,而那位分析师预测的是 40 美元,目前股价才 11 美元左右,这就让上涨空间有点被扭曲了。
如果取平均值 29.50,仍然很不错,但同样可能被那个高目标价严重扭曲。
the analyst forecast Regetti Industries 156% upside very impressive but sometimes these can be skewed heavily by one analyst and that one analyst forecasted 40 bucks currently it's trading out 11 bucks and that gets things a little bit skewed to the upside.
If you take the average at 29.50, still very good, but again could be skewed heavily by that upside target.
举个例子,Regetti 比高点低了 80%,过去十二个月营收约 1340 万美元。这大约是 288 倍的市销率。朋友们,这非常、非常、非常贵。别管分析师的推荐了,就看市销率倍数。
For example, Regetti is 80% off its high with about 13.4 million in trailing revenue. That's about 288 times sales. That's very, very, very expensive, my friends. Forget the analyst recommendation. Just look at the multiple of sales.