A lot of gamblers hangout in this subreddit. My family has now gone through its 3rd case of Immerse this week. The pepperoni are also beyond products, in partnership with another company easy to find.
These drinks are solid and their macros are crazy. Pizza is great too.
The company is living rent-free in these pea-brained heads
It makes me chuckle how much work they put in, fair play
Stocktwits AI summary is lowkey funny.
Especially the last parts inferring that part of the positive sentiment is due to the plant-based nuggies. 😆
What is everyone's price target?
I am thinking we are about to turn green on the monthly as well.
Since the reverse split, trading volumes have remained consistently extremely high. Virtually no short positions have been closed out or had to be covered since then. Now we have a situation where, due to the macroeconomic effect, the total number of shares has risen rapidly. In fact, it is simply no longer so easy to push the price down as much as one likes. For weeks, the aim was to keep the share price below one dollar. The short sellers managed this successfully and were even able to push the share price down considerably before the reverse split. Only now are they, in themselves, rather aimless. I still believe that, as things stand, the company is undervalued despite the figures. The brand, the know-how and the production facilities alone are worth more than the share price. Furthermore, there isn’t a single analyst estimate that isn’t above the current price.
For over 48 hours now, all available pages have shown “0 Shares to Borrow” with the borrowing fee remaining unchanged at 20%. This is extremely interesting it’s hard to get shares, but no one is trying to borrow them right now so the borrowing rate doesn’t suddenly skyrocket.
I am not saying a squeeze is definitely coming, but things are really heating up. Nearly all the parameters here would favor a squeeze. Contrary to everyone who foolishly claims it will never happen, it doesn’t have to happen, but it could at any time. You’ll be right about your theory for exactly 360 days until those 3–5 days come when it does happen. I also have no problem waiting for the turnaround, but the fact is that a squeeze is definitely not off the table either.
To be perfectly clear once again: I’m not saying it has to happen and certainly not on those specific days but given the current situation, I believe it could escalate very quickly just from a few additional purchases. What exactly do the shorts plan to do then? Everyone is already positioned, and despite 1 million shares being shorted outside the public markets, the price has continued to rise for the past two days. I think the bulls have the advantage from now on, and to be honest, I’ve been waiting a good nine months for this. Let’s keep a close eye on the whole situation over the next few days.
I bought more last time at $11. Little by little. Target price: $120 (How can you wage a war without ammunition?)
If a squeeze were that easy to take with you, we'd all be millionaires, my friends
How can this happen?
For that reason alone, I hope BYND stages a comeback and silences every bear.
That’s it for now. Time to quickly buy some more Beyond products and hope that Immerse comes to Europe very soon.
I think it's really funny how people post negative comments here every day, even though nothing is changing and there's no news. I've been invested for 9 months now because I saw an opportunity for big profits here, following the motto “buy when others are fearful.” I also saw a likelihood of another squeeze. It was clear to me from the start that it would be tough for the company and that a total loss was possible. I consciously took that risk. It was clear to me from the start that the Q1 numbers would be terrible, even though you always hope for a surprise. Then I hoped the Q2 numbers would be a little better, even though it was also clear that most of the positive effects, like Beyond Immerse, new distribution partners, rising meat prices, clean label, etc. wouldn’t kick in until Q3. Yes, that’s why it’s always “the next quarter,” but the fact is that Q3 will show what Beyond Immerse is capable of. And it will also be the most important quarter ever. It’s make or break here. Otherwise, I see an improvement for the first time with the Q2 numbers the fact is, the figures were better than expected, even though the company is still burning through cash. And I successfully made a lot of money on the 3/4 squeeze and bought in several times at the absolute lows of companies facing potential bankruptcy, such as Carvana.
And with every single purchase and every single holding in a company that was on the brink of bankruptcy, there were 100 times as many people telling me how stupid I was. So don’t let yourself be pressured. I’m now sitting on a 40 per cent loss across 20,000 shares; it’s annoying, but that’s perfectly fine by me.
It’s just funny how everyone thinks they know exactly what’s going to happen. Nobody can say at the moment whether the company will go into insolvency or manage a turnaround. Yes, so far everything’s gone down the drain and money’s being burnt through, but even so, nobody can see into the future, and above all, nobody knows how Beyond Immerse will develop. Yes, if the third quarter disappoints again and the gross margin on the cans is abysmal, or if there’s no demand, then things will look really bleak. Even then, hope dies last, and there’d still be enough money to last 2–4 quarters, but that would almost be the final nail in the coffin.
That’s why I’m staying positive and will let myself be surprised once again...hopefully in a positive way. I see an improvement here, not imminent insolvency. So don’t let yourselves be rattled and don’t sell for a few cents. Most people forget that the share price will skyrocket as soon as good figures are released.
And we won’t know who’s right today, or tomorrow, or in a week, or in a month, probably not even in three months but only when the company goes bankrupt or the turnaround is actually confirmed by net profits or gross margins > 25% with rising revenue. Until then, keep blathering every day even if nothing changes, act like you’re Warren Buffett but don’t have the guts to short the stock, and spread negativity.
To all real investors, stay strong. BYND <3
I like seeing how other plant-based protein companies are doing for insight on the recovery of the entire industry. Here is a mildly encouraging update on UK brands Quorn + Cauldron. Quorn makes plant-based meats, and Cauldron makes tofu products. Their retail sales seem to be recovering, though food service is down.
And like Beyond has expanded with Immerse, and Impossible has partnered with Equii, Quorn is now making “protein bites.”
https://www.quorn.co.uk/products/protein-bites-sweet-chilli
EDIT: Though it does seem that Quorn relies on eggs for many of their products, so this is not truly plant-based. Not something I am interested in, but still useful insights nonetheless.
The short position fee has dropped to 18%, and nearly 7 million shares have been returned; those dreaming of a short squeeze are once again living in a fantasy world. I believe this stock will slide down to $3 in the short term But stubborn people who do not want to hear the truth will continue to lose their money. 🤷♂️🤷♂️🤷♂️🤷♂️
Shouldn't everyone who supports BYND buy more Beyond products?
That’s the only way to get the flywheel turning.
More sales = better figures & a greater chance of new partnerships, and ultimately a higher share price.
Who’s with me?
I recently increased my share count from 666 to 1714. This is a little over my share count goal (which was 50,000 pre RS). In the past I had 45,000 shares, so this is not a big victory but I will take it. Beyond has a lot more to do to prove itself, and I accept that the stock may decline further. I have a stop loss on a portion of my holdings.
My new average is $18.87 (63 cents pre RS).
After the RS the shares are underneath the low end valuations I have seen and the valuations are due for an update. If Beyond continues to build confidence and performs well, maybe we get a sharp correction. And the company has created potential for growth in multiple directions. I also realize that the economy is weakening and this has slowed things down.
For the longer term, I believe my shares are in infrastructure that is increasingly essential, including for food security. Since October, Beyond has added incredible value. I am particularly impressed by the environmental, clean label and health certifications and achievements. This is a premium product and it keeps getting better. What blows my mind is that at greater scale, this amazing HQ food could be so cheap.
The people at Beyond are not perfect, but they truly are making the world a better place. That is incredible motivation to win. Doesn’t guarantee success, but I see it as an X factor.
“To Feed a Better Future
We create plant protein to nourish and protect our bodies, heal earth and climate, and better share the planet with the miracle of life that surrounds us.
By choosing plant protein sources, we can help keep our hearts and rivers cleaner, and our parents, children, and communities healthier.
It is also a call to action. Our current food system is unjust and threatens the wild. We resist and, with boundless energy of hope and a dream, make our protein-based products in service to love.”
https://www.beyondmeat.com/en-US/mission
Go $BYND
Showing cost to borrow at 65% and shares available at 0. Anyone know if these are accurate? If they are perhaps this is setting up for a squeeze
Serious question for the bears here.
For months, the bear case around $BYND seemed to revolve around the same things:
Now the 1:30 reverse split is addressing the Nasdaq compliance issue, and the debt restructuring has significantly reduced the near-term maturity problem and pushed the major debt story much further out.
So what’s the bear thesis now?
Obviously there are still legitimate risks: execution, margins, cash burn, further dilution, continued weakness in U.S. plant-based meat, and the possibility that Beyond Immerse or the broader product expansion simply doesn’t work.
But outside of “management fails to execute the turnaround”, what is the big existential bearish catalyst left?
If Q3/Q4 show stabilization, margins continue improving, international retail keeps growing, Steak Filet gains traction, and Immerse starts showing decent velocity/reorders what exactly is the next fear narrative?
Genuinely curious to hear the strongest bear case.
Because “the company is going to be delisted and crushed by the 2027 debt wall” doesn’t look like the same thesis it was a few months ago.
So bears, shorts, bashers what are you betting on now?
When I wrote this post, about 50 people accused me of opening a short position-even though I didn't have one, and as if opening a short position were a crime anyway :) Anyway, the stock ended up on the verge of collapse; even yesterday, there were people claiming it would skyrocket today-it’s truly a shame. Let me say this now for those who are daydreaming: I believe the decline will continue even after the reverse split. If anyone is still fantasizing about a short squeeze post-reverse split, I’m telling you now: snap out of your fantasy world. For a stock, a reverse split is effectively the same as death. Or do whatever you want :)) Ultimately, it’s everyone’s own decision.
Ich denke weiterhin, dass die Chancen auf einen guten Gewinn gerade höher sind als je zuvor. Grade für alle mit extrem niedrigen Average von 20-30 Dollar. Die Borrow Fee ist jetzt seit zwei Tagen bei 65 Prozent und ist dann auch den gesamten Freitag über konstant bei 65 Prozent geblieben, während den ganzen Freitag über nicht eine einzige Aktie zum Leihen verfügbar war.
Natürlich kann das jetzt auch einfach mal ein grüner Tag zwischen unendlich vielen roten sein, also nach dem Prinzip Dead Cat Bounce. Wenn man sich aber mal die gesamte Dynamik anschaut, sind wir mittlerweile wirklich unter jeder Analystenbewertung. Die Aktie ist quasi günstiger als je zuvor und gleichzeitig sind laut den offiziellen Quellen immer noch sage und schreibe 26 bis 30 Prozent des gesamten Floats short.
Das heißt, während die Aktie von ungefähr 1,40 Dollar vor wenigen Wochen auf ungefähr 0,41 Dollar gefallen ist, haben so gut wie keine Shorts ihre Positionen geschlossen. Das zeigt für mich, dass die meisten weiterhin mit einem massiven weiteren Kursrückgang rechnen.
Ich sehe hier aber mittlerweile ein absolut asymmetrisches Kosten Nutzen Verhältnis.
A, wir sind bereits auf einem absoluten Tiefpunkt.
B, wir liegen mittlerweile sogar unter den schlechtesten Analystenschätzungen.
C, die Quartalszahlen waren leicht besser als erwartet.
Und D, bei diesem niedrigen Kurs und der weiterhin extrem hohen Shortquote stellt sich für mich einfach die Frage, wie lange wollen die diese Positionen eigentlich noch halten?
Wenn jemand damals bei 5 oder 10 Dollar short gegangen ist und jetzt noch darauf wartet, dass die Aktie von 40 auf 30 Cent fällt, nur um vielleicht noch ein paar Prozentpunkte zusätzlichen Gewinn mitzunehmen, anstatt das Risiko zu reduzieren, dass diese Aktie jederzeit plötzlich massiv nach oben laufen kann, dann ist mir ehrlich gesagt schleierhaft, wo hier noch der Sinn liegt.
Gerade durch die mittlerweile deutlich geringere Aktienanzahl und die dadurch viel empfindlichere Short Squeeze Dynamik kann hier relativ wenig Kaufdruck ausreichen, um die ersten Shorts zum Covern oder zumindest zum Teil Covern zu bewegen.
Und genau daraus könnte dann eine eigene Dynamik nach oben entstehen.
Irgendwann macht es einfach keinen Sinn mehr, eine Short Position weiter zu halten, wenn der mögliche zusätzliche Gewinn nach unten immer kleiner wird, während das Risiko eines plötzlichen Anstiegs immer größer wird.
Wo ist also noch der Sinn, die Aktie zu halten, nur um vielleicht irgendwann wieder bei 30 Cent beziehungsweise ungefähr 8 Dollar nach dem Reverse Split zu landen?
Ich denke deshalb, dass hier momentan sehr wenig Kaufdruck ausreichen könnte, um relativ schnell viele Shorts zum Covern oder Teil Covern zu bewegen. Und sobald das passiert, könnte sich daraus eine eigene Dynamik nach oben entwickeln.
Neben der Turnaround Story finde ich deshalb mittlerweile auch die Squeeze These immer interessanter. Für mich ist ein möglicher Short Squeeze definitiv nicht vom Tisch. Im Gegenteil, ich finde, dass die Voraussetzungen dafür gerade immer interessanter werden.
Von daher werde ich am Montag ganz genau auf die Marktdynamik schauen.
Wenn sich weiterhin zeigt, dass praktisch keine Shares verfügbar sind, die Borrow Fee noch weiter steigt und gleichzeitig wie am Freitag extrem hohes Volumen mit steigenden Kursen zusammenkommt, dann ist für mich auf jeden Fall der erste Schritt getan.
Didnt realize today was the day for the RS, so yesterday bought a 9/25 0.5C, it’ll be interesting to see what happens to it
I had $10 invested yesterday and went to bed and woke up to about $238
Is this accurate? What happened? Very new investor lol I am nervous to sell the stock because I am worried it is a glitch or something