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Digimarc Corporation (DMRC)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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31.63+2.93 (+10.21%)
At close: 4:00PM EDT

31.63 0.00 (0.00%)
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  • k
    kathleen
    Tom Lee, one of the top Wall Street strategists, was on TechCheck on CNBC Tuesday morning. Overall he's negative on tech stocks right now, favoring cyclical/reopening plays. But he does think that there are certain themes that can work in tech right now. He referenced supply chain problems and said that any company that can help with these problems can do well right now.

    On the DMRC web site there a video on how modern supply chains demand predictable performance and "Accuracy Counts". All DMRC investors have heard about how the company's technology can speed up checkout in retail stores and help facilitate plastic recycling. Let's hope that right now the company's sales team, from Chief Revenue Officer Tim Price on down, is out there with customers talking about what DMRC technology can do for supply chain management. Tom Lee is pretty influential on Wall Street and I don't think it's a coincidence that price and volume for DMRC moved higher right after his CNBC appearance.
    Bullish
  • s
    sleestack76
  • k
    kathleen
    PepsiCo Recycling launches BottleLoop
    The program will streamline recycling for customers through technology.

    PepsiCo Recycling has announced a program designed to offer easy and accessible recycling to address logistical challenges and reduce plastic packaging waste. Called PepsiCo BottleLoop, the program uses Replenysh, a recycling technology developer in Orange, California, to deliver an on-demand collection of recyclable materials from participating locations. Replenysh is building a new "digital supply chain" for recycling centers that will allow them to find the best prices for recycled materials.

    “We’re excited that partnering with PepsiCo will deepen our network across North America,” says Mark Amen, founder of Replenysh. “The PepsiCo BottleLoop program will not only modernize how businesses approach material recovery and recycling but also make it easier for them and their consumers to keep valuable materials out of landfills.”

    BottleLoop is a differentiated offering for K-12 schools, colleges and universities, convenience stores and restaurants. Collected plastic bottles become part of a “closed-loop” system so they can be made into new product packaging, which will help advance PepsiCo’s goal to use 25 percent recycled plastic content in all its plastic packaging by 2025.

    “Through PepsiCo BottleLoop, we will simplify recycling for our customers, help them achieve their sustainability ambitions and work toward our own recycled content goals,” says Tim Carey, vice president of sustainability, PepsiCo Beverages North America. “We believe that a circular economy is essential to conserving resources and to reducing our business impacts and that this program will allow us to turn today’s bottles into tomorrow’s products bringing us one step closer.”
    *********************************************************

    What Pepsi is doing with DMRC should fit right into this.
    Bullish
  • H
    Hudson
    Interesting way to think about the short thesis, bear case, what have you: expected outcomes. Assuming historical outcomes of cause and effect independent of price, short algorithms are thriving because of a history of expected and consistent outcomes from PR, performance, and sentiment. DMRC performance and let's call it "hype" or momentum (y) has stayed relatively linear over the 7ish years since barcode was announced. If NRF, PR, CCs, growth events (x) don't cause an increase in a third quantifiable variable such as demand for real (or fake) shares outweighing supply over a long enough time period, the algorithm wins. It's been winning because the hype and # of eyes/buyers on DMRC hasn't increased enough to break the algorithm's expected outcomes over that period of time. Some unexpected or colossal change in sentiment and performance will break that model one day. It's only a matter of time. Just my two cents - the shorts keep winning because an imperfect algorithm has so far been fed and predicted perfect outcomes. Can't and won't happen forever and may help rationalize the price and valuation nonsense for some.
  • N
    NadeeCapital
    Short interest: 2,275,716 @ 30 April up slightly from 2,275,291 @ 15th April
  • s
    sleestack76
    looks like buying to me!. half the year is almost gone and while I am expecting zero impact from any HG 2.0 announcement we all know that big payday is coming. might not happen for another year but the supply will continue to be soaked up by strong retail longs and I bet some funds begin to add in anticipation of a big jump in bookings. Stocks are usually forward looking (unlike the short algo) 6 to 9 months out so anyone with any brains and does homework on this should be able see that 30 bucks is an absolute steal!
  • T
    Thelonius
    @Hudson Excellent post on the algos.
    I don't buy the late Nasdaq cross reason -- can't remember who posted -- on the precisely 4pm large down trade. I've owned a lot of stocks over a lot of time, and in my experience, that's extremely unusual.
    It's tape painting.
    If I'm wrong, show me ten others that move so much on so much volume, usually down when the shorts seem to be pushing.
    Also, wasn't there a bullish algorithm a while ago? It bought big at 3:59. Then the down came in at 4:00. And, then the algos would reverse on different days. Like they were competing.
    If DMRC puts up good numbers, there will be a short squeeze. For that matter, if the short position gets big enough, there might be squeeze even w/out good numbers.
  • k
    kathleen
    Blackrock has filed their Q1 13F. They added another 38,000 shares in Q1 and ended the quarter owning 868,000. So both of DMRC's largest shareholders are hanging in there. Baillie Gifford and Blackrock both own more than 5% of the company and both were continuing to add shares through Q1.
    Bullish
  • M
    Miles2.0
    4:40 mark! We're in an alternative universe created by the worst elements and bad actors. In any normal world this would be huge. https://www.youtube.com/watch?v=3VGEssM-RVs
    Enlightened Leadership: It’s Our Home Summit
    www.youtube.com
  • M
    Miles2.0
    Worth another, esp DMRC Tweeting! Let's not forget what we saw today. https://twitter.com/digimarc/status/1391825111687131138?s=20
  • W
    William
    A friend sent me this youtube link. Just two guys talking about digital watermarking. Looks like one is from Proctor & Gamble and the other is from Microsoft. The 4:40 mark I liked the best. HOLY COW!!!

    https://youtu.be/3VGEssM-RVs
    Bullish
  • U
    Utahstock12
    Full disclosure I did some selling in the tax free account just now. Making what I think is a super skewed high risk reward trade for a company's earnings next Monday. If there's something big here between now and Tuesday.... well I'll still have a lot of shares+leverage, but I think they'd still have to put me in a mental institution.
  • k
    kathleen
    Nielsen stock is trading at a 52 week high Thursday after a good earnings report. David Kenny, Chief Executive Officer, commented, "We delivered a solid first quarter, as our teams executed incredibly well. We are investing in our future and we are well-positioned to drive new growth from new solutions across all of our end markets globally. In particular, we are pleased with the advances we've made in Audience Measurement..."

    DMRC hasn't said anything about Nielsen for a while, but a few years ago the two companies were working together: "Nielsen and Digimarc, the pioneer and world leader in digital watermarking, announced today that they are joining forces to make Nielsen watermarks available to clients for applications beyond audience measurement."

    Nielsen is now investing in their future and they feel they are well-positioned to drive new growth from new solutions across all of their end markets globally. I think that some of these new solutions will probably involve DMRC technology.
  • k
    kathleen
    Baillie Gifford has filed their Q1 13F and continues to be bullish. They added another 74,000 shares in Q1 and ended the quarter owning 835,000 shares. This is an investor that does a lot of due diligence so their support is encouraging.
    Bullish
  • B
    BAM
    Another thought on crosses .. could be a fund or two that knows Riley and wanted a position and needed to get chunky shares to start .. so they find an institution willing to cross those shares and now we have new holders who can top off position in open mkt .. just thinking out load
  • N
    NadeeCapital
    Does anyone have a sense of the short thesis that exists on Digimarc? I think it would be helpful if there was less vitriolic response to questions on this message board - this is an attempt to map out what the opposite side think and consider and debate against it. I have seen a lot of comments regarding "short attacks" and algorithms trading against Digimarc. Is this coming from a credible source or is it speculation? It is obvious that the stock is down and the short base is high but I am curious if there is some other piece of information out there that points to a vendetta from shorts against the company.
  • B
    BAM
    173,000k print … now who is the buyer of these prints … several quite large prints … could this be a strategic buying a piece of the company 5% … will be interesting to see …
  • v
    vrml
    day 3 today ..red close most likely