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reports Monday.
Hard to get handle on previous financials.
Basically AI / data / biotech. Reminds me of Celera, which famously didn't end well.

Recently de-SPACd, so I wonder if they will have a similar issue as STEM and SOFI just had in their ER's this week, where one-time warrant-related fees cause a large unexpected loss.

Not like any of these companies were focused on EPS at this stage, but you know how the market is and how media loves to run articles and headlines stating "missed EPS by X%!" and the stock craters.

So I have my 1% starter allocation, and kinda hoping it craters to average down after ER.

Not that I based my buys on this, but if it makes you feel warm and fuzzy, then just know Cathie Wood has been buying this since at least Feb and apparently recently.
https://seekingalpha.com/news/3661570-ark-invest-invests-hea...

Youtube video on their mission
https://www.youtube.com/watch?v=Jeewi8QXk64

Initial SPAC investor preso on Sema4
https://www.sec.gov/Archives/edgar/data/1818331/000121390021...

See slide 15, which states $264m in 2021e rev, then $360m in 2022e, to $504m in 2023e.
Apparently the CFO, Isaac Ro, reiterated in June or July the expectation to hit the $504m.
Take that for what it is worth, but at a $2.6b mkt cap, it appears (gasp!) to be an ok valuation.
If it hits a 10 P/S at end of 2023 and truly does about $500m that year, it is effectively a double in 30 months or over a 25% CAGR. Obviously if the P/S goes higher than 10, you make bank.

Here is recent interview/article with CEO and CFO:
https://www.stamfordadvocate.com/business/article/Stamford-b...

Will have more info to digest, obviously, after the ER on Monday.


Dreamer
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