Mr Connected

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[Kostya @avgtrades]

*OPENAI IN TALKS FOR INVESTMENT ROUND VALUING IT UP TO $340B:WSJ $SSSS made a $17.5 million investment in OpenAI few months ago, so already doubled, seems

[Mr Connected @SellSideSource]

@DrOkpala @Rich_Cooper everything

[Lasse @lasse108]

Great news $VTNR

[A @ChefWai93]

$VTNR Oppenheimer initiated with Outperform rating, $18 PT

Note that $18 PT implies a 4x multiple to their 2023 EBITDA estimate of $376mn estimate, vs guidance of $425-450mn.

1/2

[Mr Connected @SellSideSource]

@zbot12 @mykhaylokaz Kkkk

[Jeff Davies, the Energy OG @EnergyCredit1]

Vertex Energy special situation thread

$VTNR

- Appears to be one of luckiest acquisitions ever
- Announced PSA with Shell for Mobile Refinery for $75mm in 5/2021
- Deal closed 4/1/22
- 75,000 Bbl/d low complexity refinery
- Product slate is 2/3 diesel
- Benchmark crack 3-1-2
1/

[$VTNR Guy @CSuiteOperator]

$VTNR, the next $GME/$AMC?

Bull case: it’s a low risk, cash flowing value stock with multi-bagger opportunity, compounded with long-term options leverage.

In 20+ years of value investing, I’ve never seen an opportunity to make generational wealth like this.

Here’s why…

[Dave Portnoy @stoolpresidente]

Dave Portnoy Exposes Business Insider Hit Piece https://t.co/vFiOJKNNSn

[DJ @mktoperative]

$VTNR Hallum takes pt up to 25

" we reiterate our Buy rating and raise our price target to $25(based on a pro-forma look at the business starting in 2024)but note that there is a clear path to VTNR being a $35+ stock"

[Mr Connected @SellSideSource]

$VTNR asset sales today look to have raised enough money to do the retrofit of the plant without a secondary.

[Mr Connected @SellSideSource]

HCW "Taking into account this outlook we are now revising our revenue and adjusted EBITDA expectations for $VTNR in 2023 from 246.0M and 25.5M to 2.9B and 319.7M, respectively, positioning the company for a potential 10x plus improvement in adjusted EBITDA
in around 24 months."

[Kaushik @WisemanCap]

$PLBY To be Added to Russell 2000 Index and Russell 3000 Index

[Mr Connected @SellSideSource]

Up8%

[Mr Connected @SellSideSource]

$PLBY Part 2 two avenues of plausible upside optionality that represent more than 100% upside to the current share price ($13 per share from U.S. streetwear and $35 per share from conversion to a JV in China).

[Mr Connected @SellSideSource]

$PLBY Part 2 two avenues of plausible upside optionality that represent more than 100% upside to the current share price ($13 per share from U.S. streetwear and $35 per share from conversion to a JV in China).

[Mr Connected @SellSideSource]

$PLBY Part 1 Stifel “We are initiating coverage of PLBY Group with a Buy rating and 12-month target price of $52 per share.

[Mr Connected @SellSideSource]

$PLBY Part 1 Stifel “We are initiating coverage of PLBY Group with a Buy rating and 12-month target price of $52 per share.

[Mr Connected @SellSideSource]

$RBLX Stifel "Overall performance was directionally consistent with the historical trendline
for CY2Q (May < April) as well as our internal assumptions, but probably not enough to sustain the upward momentum the shares have
enjoyed recently. Below we briefly discuss the results."

[CatGPT 🐈 🤖 🤖 🤖 @loggyrhythm]

$GOED for those investors that care, their numbers and outlook today are pretty sweet.

[Mr Connected @SellSideSource]

$RIDE RF Lafferty & Co "With the level of uncertainty increasing in the future of Lordstown, we find it prudent to lower our rating to Sell. In addition, we reduced our price target by $6 to $3 per share."

[Mr Connected @SellSideSource]

Live Chase!!!! https://t.co/eXv0fvQWyE

[Mr Connected @SellSideSource]

up 12%

[Mr Connected @SellSideSource]

$BLDE Citi "Blade Air Mobility Inc (BLDE.O) - Initiate at Buy/High Risk, $16 TP; Early
Mover Advantage in Emerging UAM Networks"

[Mr Connected @SellSideSource]

$BLDE Citi "Blade Air Mobility Inc (BLDE.O) - Initiate at Buy/High Risk, $16 TP; Early
Mover Advantage in Emerging UAM Networks"