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7 months ago
$GPRO is trading heavy again today, somethings cooking! t.co/eGTqWmrGjl 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
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7 months ago
5 huge volume days for $GPRO 16m traded on Friday v 3.6m avg daily, a big stakeholder could be revealed by a 13D soon, or a takeover announcement (mkt cap is a measly $130m), still trading at a discount to book value of 99 cents and was once almost $90 per share t.co/yIEPyNlBQ8 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
Actually that 3.6m avg daily is skewed high too. Been following close for at least a year. Typical volume around 1m - 2m shares. So this should hit the radar of traders soon. Max 2 release in a few months. Also expect new verticals tba. Helmets, dash cams etc… Tam will 7x as per 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
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7 months ago
yes a DASHCAM and a livestream cam suitable for a studio room would be wise moves for $GPRO 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
Pure speculation on my lart but based on a very interesting fire side at the Morgan Stanley conference, I’m thinking there could be a deal with a major oem or even a bug vehicle manufacturer for integrated cameras. I think that would be a game changer. Forecite tech key part. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
Max 2 will be the best 360 for livestream on the market. Terrible delays. Company dropped ball big time. But it will come out soon and it will sell well. Return to growth in 2026 is pretty much guaranteed given low bar. And share buybacks mentioned already for then. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
The key to dashcam and helmet is integrated connected devices. It’s really a new market. I’m sure thats what is being planned in terms of this TAM expansion. This will be a great American comeback story one day. Financials aren’t bad. No reason to trade even under $3. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
The major negative is Woodman control. But I do believe his incentives are aligned. Spoken to fund managers about this one. You essentially get a massive subscription business for free too. Which is still growing. Will dip slightly this year, but back to growth 2026. Very sticky 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
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7 months ago
The cloud storage piece is pretty 🤔
Sticky sticky 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
Yes because once you have all your terrabyes of video somewhere it’s a big lift to move it. And no reason to move it. GoPro pricing is competitive. And they have the best cloud editing features too. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
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7 months ago
Hardwares hard
But if you have smooth ux and integration (Apple) it’s game over for even better hardware products.
The storage piece could be massive. I haven’t used the platform but like you said, margins in the software/ platform side are probably insane too
Add a bit of 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
| Coin |
Market Cap 24h Vol |
Price 24h |
Vol/MC |
ATH % |
Trade |
|---|---|---|---|---|---|
GoldPro
GPRO
|
176.49M$
83.00$ |
5.42$
0.46% |
0% |
118.34$
-95.42% |