VOTING THREAD: The Modellies Odyssey: Movie Magic Award Competition Show and GaME 2001 (MOMMACSG2001): AUTEUR APPRECIATION
BEAUTIFUL BANNER Your fairest hosts This week our Rising Stars showed their AUTEUR APPRECIATION by taking influence from a contemporary director that I assigned them. I intended the list to be all living directors, but I forgot that Jonathan Demme is dead. RIP Demme. BIG REMINDER! THIS COMPETITION HAS PRIVATE VOTING ONLY JUST LIKE THE ACADEMY AWARDS. COMMENTS ARE ENCOURAGED AND STATING WHETHER YOU LIKE OR DISLIKE SOMETHING IS FINE, JUST DON’T SAY TOO MUCH TO GIVE THINGS AWAY! Mr Grey in AMERICAN GIGOLO 2 Director: Paul Schrader Five years after what happened in American Gigolo, Julian, despite his love for Michelle, finds it hard to look for a decent job. Desperate, he accepted an escort job in secret to make a few quick bucks. However, an one-night stand that involves a three-some quickly turn into murder AND a missing person case. Being the primary suspect, how will Julian clear himself while keep this side-gig a hush hush from Michelle? Because trust me, no one want to hear your lover enjoy a three-some without her in it. Hope Summers in JUNKYARD DOG Director: Kathryn Bigelow Reference Pic 1 Reference Pic 2 “Junkyard Dog” is the prequel to Point Break (1991), a movie about a rookie FBI agent infiltrating a gang of surfers lead by the charismatic beach blonde Bodhi (played by Patrick Swayze). Everyone needs an origin story…this prequel is about Bodhi’s early life along the Southern California shoreline when he made the move from Idaho to Malibu. He himself was a gawky and awkward rookie, a “Barney” or “junkyard dog” as the surfers say, only fit to practice on the ankle slippers. But he still has that inkling of charisma we are familiar with. He eventually catches the attention of Sage (played by Hope), the chill leader of a female gang of surfers who spend their days riding waves in the morning and holding bonfires at night on Zuma Beach. She’s a veteran surfer herself, a legend among the wave tribes. She becomes a teacher to Bodhi, teaching him how to surf the waves and ride the bottom turns, as their romantic attraction buds. After some time, he garners the respect of the women gang and Sage and Bodhi start a relationship. That’s when Sage shares with him their double life. She and her gang are involved in bank heists to fund their surfer lifestyle. And they’re really good at it too. Never been caught. She invites Bodhi to tag along. Bodhi, a goodie two shoes, knows bailing is the right thing, but Cali is expensive, and away from the shore money is tight. And he wants to impress Sage. So he joins. After a string of minor bank heists, the gang is planning on the biggest, riskiest heist of them all. To Bodhi, it’s a “chunder” (too risky), but to them, it’s the “barrel” (the most sought after). It’s a lot of money and Bodhi knows he’ll never have to rob again. It’s going to take a lot of coordination and planning. Will Sage, Bodhi, and the gang accomplish this master bank heist in the third act? They’ll need to keep the men in black suits off their backs (and the men in grey suits as well…). Charlie Miller in SHUTTER ISLAND Director: Martin Scorsese Inspo You guessed it, Martin is remaking Shutter Island. Same setting. Isolated psychiatric facility on an island. A detective investigating the mysterious disappearance of (this time, two) patients. Charlie plays Hallie, an involuntarily admitted patient with a history of psychosis and pseudologia fantastica. The second missing patient is Clara, Hallie’s best friend, who is a pyromaniac and has an unhealthy obsession with Hallie. What makes this movie different? It’s filmed from the perspective of Hallie and Clara. The detective is in the background. Rarely seen. There’s not that many films where the “disappeared” are the main characters, and Martin knows this. In this movie, Martin still weaves in and out the themes of imagined vs reality. Why did Hallie and Clara “disappear”? Or were they banished? Or is it all in their mind? Stay tuned… Judd Hampton in MILKIN' IT Director: Gus Van Sant The film "Milk" is widely regarded as Gus Van Sant's best. Gus Van Sant, however, felt that this film isn't Gus Van Santy enough. In order to Gus Van Sant it up, he's replaced all professional, experienced actors with amateurs that have just graduated highschool. I, Judd Hampton, will be playing Scott Smith, originally played by James Franco. Join us for a sexier, much worse version of Milk at the Cannes Film Festival this year. (Just no altercations this year please!) This is Gus Van Sant "Milkin' It." Dorothea St. Ophelia in TWIZZLER SPAGHETTI Director: Paul Thomas Anderson Dorothea plays the even more forgettable Kane sister in this spin off of Licorice pizza' "Twizzler Spaghetti." In order to win the attention of her parents Mico Kane dates a 12 year old boy and drives around in vintage convertibles for three and a half hours. Adorable, romantic, whimsical. Jenna Sais Quoi in THE GODMOTHER Director: Francis Ford Coppola Jenna Sais Quoi is THE GODMOTHER. No fairies involved. Everybody knows; whatever a man can do, Jenna can do better. Francis Ford Coppola brings his iconic vision into the 2020s with the Goddess of the mob dripping in sex appeal. She cries because she knows she has to rule with an iron fist. But, she'll do it, anyway. Gavid Dandy in BASIC INSTINCT 2: THE TRUE SEQUEL Director: Paul Verhoven You have watched Basic Instinct. You have suffered through its so-called sequel.Now prepare yourself as Paul Verhoven is back to co-write and direct the true Basic Instinct Sequel. You want more sex? You've got it. You want more nudity? We've got you covered. More murder mystery? Who watch that in this film? (Well, technically there's still some so no worry). Picking up from the pickaxe scene in the last movie, our handsome (and horny) detective continue his investigation into a string of murder cases similar to his current one, and discover a cult of black widow that lure men with their wits and charm to kill them. Basic Instinct 2 - The True Sequel is a movie you don't want to miss because you can't do worse than the original sequel. Starly Von Hönchkrow in THE FOURTH WALL OF SILENCE Director: Jonathan Demme Inspo At first it was just a feeling. That shiver that runs down your spine when you feel like you're... being watched. But as Griselda starts to look beyond the window dressing of her reality, she realizes she is the star in a sick and twisted stage performance. And you are her audience. Featuring Demme's signature close-ups, vertigo-inducing camera angles and eyes that bore into your soul, The Fourth Wall of Silence will leave you wondering if it was really just a movie... and if your life is really your life. Go on: break the fourth wall. Reach out and hold hands with your adoring audience. Granola von Nostren in WHAT LAY BEFORE Director: Robert Zemeckis Inspo For the second of three films that cinema icon Granola Von Nostren is contractually obligated to shoot in black and white (THANKS MERYL), she stars in What Lay Before, the long awaited prequel to Robert Zemekis’s 2000 smash hit thriller What Lies Beneath. Michelle Pfeiffer, our original heroine, finds an old reel movie documenting her mother (played expertly by Granola) as she battles insanity, bathtub ghosts, drownings and double identities. In this found tape style film, we watch as history plays out before our eyes and shows us that what came before will come again…and again…we cannot escape… Kaylene Nova in HOOK THE MUSICAL Director: Stephen Spielberg Inspo Imagine the pirate vs. Lost boys but in song and dance. Imagine the food fight scene with arabesques. Whatever you're imagining, Hook the musical is probably better. Kaylene Nova future EGOT winner plays young Jack so this is a film you don't want to miss. Dare we say, it's better than Spider-man the musical?? Severin Strange in MOONRISE HOTEL Director: Wes Anderson Inspo Do you ever wonder where you really go when you dream? When the moon rises high in the sky and your eyes get heavier with slumber, come check into the Moonrise Hotel. Dive into the psyche of protagonist Fin as she explores the rooms of the hotel, each a whimsical memory, from her former orphanage to her first crush to her favorite stuffed toy. Confronting Wes Anderson's iconic themes of nostalgia and chosen family, this film will have you yearning for childhood and looking forward to the next time your head hits the pillow. Valerie Keller in THE PIANO Director: Jane Campion Inspo Valerie stars in the remake of The Piano which is also being directed by Jane Campion. Sometime during the 19th century a mute woman is sent to America along with her young daughter and prized piano for an arranged marriage to a farmer but she is soon lusted after by a farm worker. VOTING ENDS DECEMBER 1 AT 9:00 PM PST! YOU CAN VOTE VIA PRIVATE MESSAGE ON REDDIT TO EITHERNIC CAGEORMERYL STREEPOR VIA PRIVATE MESSAGE ON DISCORD. RANK MODELS 1-12.
Every Pitcher To Lose A No-Hitter In The 9th Since 1961
1961 9/25 (2nd game), Bob Shaw, Kansas City vs. Detroit, Bubba Morton (0 out-3 hits total) 9/27, Al Schroll, Minnesota vs. Cleveland, Don Dillard (0 out-2 hits total) 1962 5/1, Bill Stafford/Roland Sheldon, New York Yankees at Chicago White Sox, Nellie Fox (0 out-2 hits total) 5/22, Whitey Ford/Jim Coates, New York Yankees vs. Los Angeles Angels, Bob Rodgers (1 out-1 hit total in 12 innings) 1963 5/11, Ted Bowsfield, Kansas City at Minnesota, Vic Power (0 out-2 hits total) 7/29, Joel Horlen, Chicago White Sox at Washington, Chuck Hinton (1 out-2 hits total) 8/27 (1st game), Jim Bouton, New York Yankees vs. Boston, Russ Nixon, (0 out-2 hits total) 8/4, Johnny Podres, Los Angeles Dodgers at Houston, Johnny Temple (0 out-1 hit total) 1964 4/18, Jim Maloney/John Tsitouris, Cincinnati vs. Los Angeles Dodgers, Frank Howard (2 out-1 hit total) 6/26 (first game), Gerry Arrigo, Minnesota vs. Chicago White Sox, Mike Hershberger (0 out-1 hit total) 1965 None 1966 9/25, Ken Holtzman, Chicago Cubs vs. Los Angeles Dodgers, Dick Schofield (0 out-2 hits total) 9/30, Larry Dierker, Houston at New York Mets, Ed Bressoud-2B (0 out-2 hits total) 1967 4/14, Billy Rohr, Boston at New York Yankees, Elston Howard (2 out-1 hit total) 4/16 (2nd game), Steve Barber, Baltimore at California, Jim Fregosi-2B (1 out-1 hit total) 1968 6/1, Dean Chance, Minnesota at Chicago White Sox, Bill Voss (1 out-3 hits total) 6/7 (1st game), Blue Moon Odom, Oakland vs. Baltimore, Dave Johnson (2 out-1 hit total) 1969 5/15, Dave McNally, Baltimore at Minnesota, Cesar Tovar (1 out-1 hit total) 5/31, Joe Sparma, Detroit at Seattle, Don Mincher-2B (1 out-1 hit total) 7/9, Tom Seaver, New York Mets vs. Chicago Cubs, Jim Qualls (1 out-1 hit total) 8/10, Mike Cuellar, Baltimore vs. Minnesota, Cesar Tovar (0 out-1 hit total) 9/13, Larry Dierker, Houston at Atlanta, Felix Millan-2B (2 out-7 hits total in 13 innings) 1970 6/4, Jim Rooker, Kansas City at New York Yankees, Horace Clarke (0 out-6 hits total in 12 innings) 6/19, Sonny Siebert, Boston vs. New York Yankees, Horace Clarke (0 out-4 hits total) 7/2, Joe Niekro, Detroit at New York Yankees, Horace Clarke (1 out-1 hit total) 7/21, Clay Kirby/Jack Baldschun, San Diego vs. New York Mets, Bud Harrelson, (0 out-3 hits total) 1971 4/16, Juan Marichal, San Francisco vs. Chicago Cubs, Ken Rudolph (0 out-2 hits total) 7/18 (2nd game), Luke Walker, Pittsburgh vs. Los Angeles, Joe Ferguson-HR (0 out-1 hit total) 1972 6/18, Jerry Reuss, Houston vs. Philadelphia, Larry Bowa-2B (0 out-1 hit total) 7/4 (1st game), Tom Seaver, New York Mets vs. San Diego, Leron Lee (1 out-1 hit total) 7/11, Marty Pattin, Boston at Oakland, Reggie Jackson (1 out-1 hit total) 7/18, Steve Arlin, San Diego vs. Philadelphia, Denny Doyle (2 out-2 hits total) 1973 6/13, Rick Wise, St. Louis at Cincinnati, Joe Morgan (1 out-1 hit total) 6/16, Jim Palmer, Baltimore vs. Texas, Ken Suarez (1 out-2 hits total) 7/6, Ron Schueler, Atlanta at New York Mets, Ron Hodges (0 out-2 hits total) 8/21, Stan Bahnsen, Chicago White Sox at Cleveland, Walt Williams (2 out-1 hit total) 1974 5/27 (1st game), Ken Brett, Pittsburgh vs. San Diego, Fred Kendall (0 out-2 hits total) 7/15, Wayne Garland, Baltimore vs. Oakland, Dick Green (0 out-4 hits total) 7/20, Doc Medich, New York Yankees vs. Kansas City, Fran Healy (0 out-2 hits total) 8/7, Nolan Ryan, California at Chicago White Sox, Dick Allen (1 out-3 hits total) 9/4, Don Wilson/Mike Cosgrove, Houston vs. Cincinnati, Tony Perez (0 out-1 hit total) 1975 6/8, Ken Holtzman, Oakland at Detroit, Tom Veryzer-2B (2 out-1 hit total) 7/2 (1st game), Rick Wise, Boston at Milwaukee, George Scott-HR (2 out-2 hits total) 9/24, Tom Seaver, New York Mets at Chicago Cubs, Joe Wallis (2 out-4 hits total in 11 innings) 1976 5/2, Rudy May, New York Yankees at Kansas City, Amos Otis-2B (0 out-3 hits total in 11 innings) 5/26, Ken Brett, Chicago White Sox at California, Jerry Remy (2 out-2 hits total in 11 innings) 6/4, Andy Messersmith, Atlanta at Montreal, Pepe Mangual (1 out-1 hit total) 7/23, Doyle Alexander, New York Yankees vs. Boston, Rick Burleson (0 out-3 hits total) 8/7, Steve Luebber, Minnesota at Texas, Roy Howell (2 out-2 hits total) 8/28, Vida Blue, Oakland vs. Detroit, Mickey Stanley-HR (1 out-1 hit total) 10/2, Phil Niekro, Atlanta at Cincinnati, Cesar Geronimo-2B (1 out-1 hit total) 1977 None 1978 9/26, Mike Flanagan, Baltimore vs. Cleveland, Gary Alexander-HR (2 out-3 hits total) 1979 7/13, Nolan Ryan, California vs. New York Yankees, Reggie Jackson (1 out-1 hit total) 7/13, Steve Renko, Boston at Oakland, Rickey Henderson (1 out-1 hit total) 1980 7/13, Nolan Ryan, California vs. New York Yankees, Reggie Jackson (1 out-1 hit total) 7/13, Steve Renko, Boston at Oakland, Rickey Henderson (1 out-1 hit total) 1981 5/6, Bert Blyleven, Cleveland at Toronto, Lloyd Moseby-2B (0 out-2 hits total) 8/25, Dennis Lamp, Chicago White Sox at Milwaukee, Robin Yount-2B (0 out-1 hit total) 9/5, Jim Slaton, Milwaukee at Minnesota, Sal Butera (0 out-3 hits total) 9/12, Bob Ojeda, Boston at New York Yankees, Rick Cerone-2B (0 out-2 hits total) 1982 9/28 (1st game), Jim Clancy, Toronto vs. Minnesota, Randy Bush (0 out-1 hit total) 1983 4/15, Milt Wilcox, Detroit at Chicago White Sox, Jerry Hairston (2 out-1 hit total) 6/26, Storm Davis, Baltimore vs. Detroit, Rick Leach-HR (0 out-2 hits total) 7/20, Charles Hudson, Philadelphia vs. Houston (1 out-3 hits total) 7/31 (2nd game), Jose DeLeon, Pittsburgh at New York Mets, Hubie Brooks (1 out-3 hits total in 12 innings) 8/24, Chuck Rainey, Chicago Cubs vs. Cincinnati, Eddie Milner (2 out-1 hit total) 1984 5/12, Mario Soto, Cincinnati vs. St. Louis, George Hendrick-HR (2 out-1 hit total) 1985 5/8, Mike Moore, Seattle at Milwaukee, Robin Yount (0 out-4 hits total) 6/6, Jimmy Key, Toronto vs. Detroit, Tom Brookens (0 out-4 hits in 12 innings) 8/24, Dave Stieb, Toronto at Chicago White Sox, Rudy Law-HR (0 out-5 hits total) 1986 6/16, Charlie Hough, Texas vs. California, Wally Joyner (1 out-1 hit total) 8/20, Walt Terrell, Detroit vs. California, Wally Joyner-2B (2 out-1 hit total) 8/20, Don Carman, Philadelphia at San Francisco, Bob Brenly-2B (0 out-1 hit total in 10 innings) 10/1, Danny Jackson, Kansas City vs. California, Dick Schofield (0 out-2 hits total) 1987 4/13, Jamie Moyer, Chicago at Philadelphia, Juan Samuel (0 out-3 hits total) 5/5, Eric Bell, Baltimore at Minnesota, Tom Nieto (0 out-5 hits total) 6/7, Mike Jackson, Philadelphia vs. Montreal, Tim Raines-2B (0 out-2 hits total) 1988 4/27, Nolan Ryan, Houston vs. Philadelphia, Mike Schmidt (1 out-2 hits total in 10 innings) 5/2, Ron Robinson, Cincinnati vs. Montreal, Wallace Johnson (2 out-2 hits total) 5/8, Doug Drabek, Pittsburgh vs. San Diego, Randy Ready (0 out-2 hits total) 5/28, Odell Jones, Milwaukee at Cleveland, Ron Washington (1 out-2 hits total) 6/6, Tom Browning, Cincinnati at San Diego, Tony Gwynn (1 out-1 hit total) 6/12, Mike Scott, Houston vs. Atlanta, Ken Oberkfell (2 out-1 hit total) 9/24, Dave Stieb, Toronto at Cleveland, Julio Franco (2 out-1 hit total) 9/30, Dave Stieb, Toronto vs. Baltimore, Jim Traber (2 out-1 hit total) 1989 4/23, Nolan Ryan, Texas at Toronto, Nelson Liriano-3B (1 out-1 hit total) 4/28, Kirk McCaskill, California vs. Toronto, Nelson Liriano-2B (0 out-1 hit total) 5/4, John Farrell, Cleveland vs. Kansas City, Kevin Seitzer (0 out-1 hit total) 7/4, Tom Browning, Cincinnati at Philadelphia, Dickie Thon-2B (0 out-2 hits total) 8/4, Dave Stieb, Toronto vs. New York Yankees, Roberto Kelly-2B (2 out-2 hits total) 8/10, Nolan Ryan, Texas vs. Detroit, Dave Bergman (1 out-2 hits total) 1990 4/20, Brian Holman, Seattle at Oakland, Ken Phelps-HR (2 out-1 hit total) 5/27, John Smoltz, Atlanta at Philadelphia, Lenny Dykstra-2B (1 out-2 hits total) 6/13, Trevor Wilson, San Francisco at San Diego, Mike Pagliarulo (0 out-1 hit total) 7/29, Scott Garrelts, San Francisco vs. Cincinnati, Paul O’Neill (2 out-1 hit total) 8/3, Doug Drabek, Pittsburgh at Philadelphia, Sil Campusano (2 out-1 hit total) 1991 4/10, Scott Sanderson, New York Yankees at Detroit, Tony Phillips-2B (0 out-1 hit total) 4/24, Darryl Kile/Al Osuna/Curt Schilling, Houston vs. Cincinnati, Bill Doran (0 out-3 hits total in 13 innings) 8/14, Randy Johnson, Seattle vs. Oakland, Mike Gallego (0 out-1 hit total) 1992 9/13, Bob Welch/Kelly Downs, Oakland vs. Seattle, Harold Reynolds (1 out-2 hits total) 9/30, Frank Viola, Boston at Toronto, Devon White (0 out-1 hit total) 1993 4/6, Jose Guzman, Chicago Cubs vs. Atlanta, Otis Nixon (2 out-1 hit total) 5/16, Randy Johnson, Seattle at Oakland, Lance Blankenship (1 out-1 hit total) 9/29, Tim Pugh, Cincinnati at San Diego, Billy Bean (1 out-1 hit total) 1994 4/13, Pedro Martinez, Montreal vs. Cincinnati, Brian Dorsett (0 out-2 hits total) 5/29, David West/Heathcliff Slocumb, Philadelphia vs. Houston, Steve Finley (0 out-3 hits total) 6/13 Jeff Fassero, Montreal vs. Pittsburgh, Carlos Garcia (2 out-3 hits total) 1995 6/17, David Cone, Toronto vs. Texas, Benji Gil (1 out-3 hits total) 7/3, Mike Morgan, St. Louis vs. Montreal, Wil Cordero (1 out-1 hit total) 8/29, Paul Wagner, Pittsburgh vs. Colorado, Andres Galarraga (2 out-1 hit total) 9/25, Frank Castillo, Chicago Cubs vs. St. Louis, Bernard Gilkey-3B (2 out-1 hit total) 1996 9/2, David Cone/Mariano Rivera, New York Yankees at Oakland, Jose Herrera (1 out-1 hit total) 1997 4/10, Alex Fernandez, Florida at Chicago Cubs, Dave Hansen (1 out-1 hit total) 5/16, Alan Benes, St. Louis at Atlanta, Michael Tucker-2B (2 out-7 hits total in 13 innings) 5/30, Mike Mussina, Baltimore vs. Cleveland, Sandy Alomar (1 out-1 hit total) 9/5, Andy Ashby, San Diego vs. Atlanta, Kenny Lofton (0 out-2 hits total) 1998 9/13, Andy Benes, Arizona at Cincinnati, Sean Casey (1 out-1 hit total) 9/27, Roy Halladay, Toronto vs. Detroit, Bobby Higginson-HR (2 out-1 hit total) 1999 None 2000 8/29, Pedro Martinez, Boston at Tampa Bay, John Flaherty (0 out-1 hit total) 2001 6/19, Tim Wakefield, Boston at Tampa Bay, Randy Winn (0 out-3 hits total) 7/13, Todd Ritchie, Pittsburgh vs. Kansas City, Luis Alicea (1 out-1 hit total) 9/2, Mike Mussina, New York Yankees at Boston, Carl Everett (2 out-1 hit total) 2002 9/3, Aaron Myette (ejected before retiring a batter), Todd Van Poppel, Joaquin Benoit, Texas at Baltimore, Jerry Hairston, Jr. (0 out-1 hit total) 2003 None 2004 7/25, Eric Milton, Philadelphia vs. Chicago Cubs, Michael Barrett-2B (0 out-3 hits total) 2005 None 2006 9/4, Ramon Ortiz, Washington vs. St. Louis, Aaron Miles (0 out-2 hits total) 9/22, Chris Young, San Diego vs. Pittsburgh, Joe Randa-HR (1 out-1 hit total) 9/28, Daniel Cabrera, Baltimore at New York, Robinson Cano (1 out-1 hit total) 2007 6/7, Curt Schilling, Boston at Oakland, Shannon Stewart (2 out-1 hit total) 6/24, Dustin McGowan, Toronto vs. Colorado, Jeff Baker (0 out-1 hit total) 8/31 (2nd game), Scott Baker, Minnesota vs. Kansas City, Mike Sweeney (1 out-1 hit total) 2008 5/6, Gavin Floyd, Chicago White Sox vs. Minnesota, Joe Mauer-2B (1 out-1 hit total) 7/29, John Lackey, Los Angeles Angels at Boston, Dustin Pedroia (1 out-2 hits total) 2009 None 2010 6/2, Armando Galarraga, Detroit vs. Cleveland, Jason Donald (2 out-1 hit total) 6/13, Ted Lilly, Chicago Cubs vs. Chicago White Sox, Juan Pierre (0 out-1 hit total) 7/10, Travis Wood, Cincinnati at Philadelphia, Carlos Ruiz-2B (0 out-4 hits total in 11 innings) 8/8, Brandon Morrow, Toronto vs. Tampa Bay, Evan Longoria (2 out-1 hit total) 8/23, Rich Harden/Matt Harrison/Darren O’Day/Neftali Feliz, Texas vs. Minnesota, Joe Mauer (1 out-1 hit total) 2011 4/22, Anibal Sanchez, Florida vs. Colorado, Dexter Fowler (0 out-1 hit total) 7/9, Aaron Harang/Josh Spence/Chad Qualls/Mike Adams/Luke Gregerson, San Diego at Los Angeles Dodgers, Juan Uribe-2B (2 out-2 hits total) 2012 5/18, Justin Verlander, Detroit vs. Pittsburgh, Josh Harrison (1 out-1 hit total) 2013 4/2, Yu Darvish, Texas at Houston, Marwin Gonzalez (2 out-2 hits total) 5/24, Anibal Sanchez, Detroit vs. Minnesota, Joe Mauer (1 out-1 hit total) 9/6, Yusmeiro Petit, San Francisco vs. Arizona, Eric Chavez (2 out-1 hit total) 9/24, Michael Wacha, St. Louis vs. Washington, Ryan Zimmerman (2 out-1 hit total) 10/12, Anibal Sanchez/Al Alburquerque/Jose Veras/Drew Smyly/Joaquin Benoit, Detroit at Boston, Daniel Nava (1 out-1 hit total) - playoffs 2014 None 2015 4/9, Trevor BaueKyle Crockett/Scott Atchison/Nick Hagadone, Cleveland at Houston, Jed Lowrie-HR (1 out-1 hit total) 5/17, Shelby Miller, Atlanta at Miami, Justin Bour (2 out-2 hits total) 7/1, Carlos Carrasco, Cleveland at Tampa Bay, Joey Butler (2 out-1 hit total) 8/26, Justin Verlander, Detroit vs. Los Angeles Angels, Chris Iannetta-2B (0 out-1 hit total) 9/22, Daniel Norris/Buck FarmeIan Krol/Drew VerHagen/Neftali Feliz, Detroit vs. Chicago White Sox, Tyler Saladino-3B (1 out-2 hits total in 10 innings) 2016 4/29, Adam Conley/Jose Urena, Miami at Milwaukee, Jonathan Lucroy (1 out-4 hits total) 6/16, Colby Lewis, Texas at Oakland, Max Muncy-2B (0 out-2 hits total) 8/25, Matt Moore, San Francisco at Los Angeles Dodgers, Corey Seager (2 out-1 hit total) 9/12, Kyle Hendricks, Chicago Cubs at St. Louis, Jeremy Hazelbaker-HR (0 out-1 hit total) 2017 4/18, Wei-Yin Chen/Brad ZiegleKyle Barraclough, Miami at Seattle, Mitch Haniger-2B (1 out-1 hit total) 6/30, Mike Foltynewicz, Atlanta at Oakland, Matt Olson-HR (0 out-2 hits total) 7/9, Kyle Freeland, Colorado vs. Chicago White Sox, Melky Cabrera (1 out-1 hit total) 7/31, Gio Gonzalez, Washington at Miami, Dee Gordon (0 out-2 hits total) 9/17, Matthew Boyd, Detroit vs. Chicago White Sox, Tim Anderson-2B (2 out-1 hit total) 2018 6/3, Michael Wacha, St. Louis vs. Pittsburgh, Colin Moran (0 out-2 hits total) 7/29, Sean Newcomb, Atlanta vs. Los Angeles Dodgers, Chris Taylor (2 out-2 hits total) 9/8, Jorge Lopez, Kansas City at Minnesota, Robbie Grossman (0 out-1 hit total) 2019 4/4, Trevor BaueJon Edwards/Brad Hand, Cleveland vs. Toronto, Freddy Galvis (0 out-3 hits total) 7/14, Ryne Stanek/Ryan Yarbrough, Tampa Bay at Baltimore, Hanser Alberto (0 out-3 hits total) 7/19, Mike Leake, Seattle vs. Los Angeles Angels, Luis Rengifo (0 out-1 hit total) 9/25, Zack Greinke, Houston at Seattle, Austin Nola (1 out-2 hits total) 2020 8/18, Kenta Maeda, Minnesota vs. Milwaukee, Eric Sogard (0 out-4 hits total in 12 innings) 2021 6/29, German Marquez, Pittsburgh at Colorado, Ka’ai Tom (0 out-1 hit total) 7/24, Patrick Sandoval, Los Angeles Angels at Minnesota, Brent Rooker (1 out-2 hits total) 2022 6/14 (2nd game), Miles Mikolas, St. Louis vs. Pittsburgh, Cal Mitchell (2 out-1 hit total)
The Rise of Canoo ($GOEV) – Why JPOW’s printer, Biden’s EV support ($15 billion in infrastructure bill, $160 billion in EV subsidies in budget), ~70% increase in institution ownership, 30+% SI and ~98% utilization are primed to send a young and unique EV manufacturer to the stratosphere.
Gather around folks, hope y’all made some gains the last time around. This DD is split into 8 parts, so feel free to jump to whichever section you’re most interested in. Part 1 – Introduction Part 2 – Market Trends and Upcoming Catalysts Part 3 – Company Overview and Unique Value Proposition Part 4 – Recent Updates Part 5 – Financials and Valuation Part 6 – Bear Case Part 7 – SI and Squeeze Potential Part 8 – TL;DR Part 1 – Introduction It was a warm Monday morning on August 23rd almost a month back, when seemingly for no reason – GOEV shot up from ~$5.9 to ~$8, a 30% gain on the day. The next day – GME popped, for a 30% gain as well, with AMC and BB also making up big gains, leading to the ‘meme mania’ we’ve been experiencing for the last couple of weeks. Why’d this happen? Well there were no company/industry catalysts. The only event that seemed to occur in the prior week was the expiration of monthly options. One of the theories going around is that there’s an almost quarterly cycle going on at this point where FTD’s are leading to a surge in prices in the next cycle for ‘meme stocks’ which tend to be heavily shorted for the most part. How accurate this is I have no clue and whether this applies to GOEV I don’t know, haven’t investigated that particular theory but there’s plenty of posts/comments floating around for you to look into if you’re so inclined. The quick point I’m trying to make here is that if a heavily shorted stock is popping 30% in a day, with no major catalyst for the industry or the company in question – and that company is now advancing towards realizing its major milestones with favorable tailwinds expected for the sector, it could pop a lot more than 30% in the months to come. GOEV is among the youngest EV companies - having been around for less than 5 years, with arguably the most unique vehicles coming out (on schedule – seems to be pretty amazing in the EV space) that very few, if any, of the established or other up and coming competitors are producing, and has been shorted more it seems – for the failure of its peers than any real fault of its own. Part 2 – Market Trends and Upcoming Catalysts
From an investment into equities point of view – S&P 500 has fallen about 0.5%, on average, during the month of September. Stocks have tended to go up, on average, during every other month — other than a slight dip in February — over the past half century link. However, this may soon be coming to an end as in the past week Investors stampeded into stocks and out of cash as global equity funds witnessed their biggest inflows since March 2021 while large-cap U.S. funds enjoyed a record haul, a weekly round-up by BofA showed. link
Let’s take a look at the EV market dynamics and upcoming catalysts before getting into GOEV specifically, so we get a high-level understanding of the bigger picture. The global EV market is expected to be valued at $725.1 Billion by 2026, growing at a CAGR of 27.19% from $171.26 in 2021 source. This is expected to grow to $1.007 trillion by 2027 which is an average of 2 sources - source 1, source 2, another source actually has the market valued at $2.5 trillion but it’s a bit of an outlier compared to the other 2 source 3.
Global EV forecast is for a compound annual growth rate of 29 per cent achieved over the next ten years: Total EV sales growing from 2.5 million in 2020 to 11.2 million in 2025, then reaching 31.1 million by 2030. EVs would secure approximately 32 per cent of the total market share for new car sales. Despite the pressure exerted on the market by the COVID-19 pandemic, the long-term outlook for EVs is strong. The significant shift in expected volume of BEVs and PHEVs by 2030 is based on four factors: consumer sentiment, policy and regulation, OEM strategy and the role of corporate companies. All four of these factors saw major changes in direction over the last year, prior to the emergence of COVID-19, and have since been shaped further by the pandemic. link
In November 2018, an article came out stating that the number of EVs on U.S. roads was projected to reach 18.7 million in 2030, up from 1 million at the end of 2018. This is about 7 percent of the 259 million vehicles (cars and light trucks) expected to be on U.S. roads in 2030. Annual sales of EVs will exceed 3.5 million vehicles in 2030, reaching more than 20 percent of annual vehicle sales in 2030. About 9.6 million charge ports will be required to support 18.7 million EVs in 2030. This represents a significant investment in EV charging infrastructure. link.
As it turns out, that number of annual EV sales of 3.5 million vehicles in 2030 was revised to almost double of that in a November 2020 report, just 2 years after the previous article. The US electric vehicles market is now expected to reach 6.9 million unit sales by 2025, up 5x from 1.4 million unit sales forecast for 2020, due to government incentives driving EV ownership. Over 90% of states offered incentives for setting up EV charging infrastructure, with meaningful quality of life incentives and exemptions are offered across 39 states in the US, including easier payment plans for the purchase of EVs, limited-time incentives to accelerate EV adoption/conversion and lack of requirements for emission inspections across several states. link
President Biden is seeking a pledge from auto manufacturers that would see EVs make up 40% - 50% of new U.S. vehicle sales by 2030 link 1, link 2 which is double of the 20% forecast just three years earlier in 2018, and would likely occur only with strong support on the supply side through infrastructural and other support that would enable EV manufacturers to develop the capacity to produce the target number of vehicles, and demand side with respect to incentivizing people to purchase EVs.
EV tax credits jump to $12,500 in proposed $3.5 trillion budget blueprint Democrats passed a couple of weeks ago. This bill adds $4,500 to the current $7,500 tax credit available for a total of $12,500 potentially available to EV buyers. It includes passenger vehicles and light-duty trucks. The proposal calls for $160 billion to fund subsidies and purchase incentives, EV charging infrastructure funding, EV manufacturing incentives, federal EV procurement requirements, and incentives to electrify heavy-duty commercial fleets. link
The proposed EV credits in the budget blueprint would last for 10 years and consumers would be allowed to deduct the value of the credit from the sales price at the time of purchase. In 2027, the $7,500 credit would only apply to U.S.-made vehicles. It would also create a new smaller credit for used EVs of up to $2,500. There are also lower credits for EVs with smaller battery packs. The bill says individual taxpayers must have an adjusted gross income of no more than $400,000 to get the new EV tax credit. It would limit the EV credit to cars priced at no more than $55,000, while trucks could be priced up to $74,000. In August, the Senate in a non-binding amendment narrowly voted in favor of prohibiting taxpayers from claiming EV tax credits if they make more than $100,000 annually or if vehicles cost more than $40,000. link
Furthermore, the bipartisan infrastructure plan, titled the American Jobs Plan, includes billions of dollars for other electrification efforts and for a national charging network. Specifically, the bipartisan plan includes $7.5 billion for a network of EV charging stations across the country. It also includes another $7.5 billion for electric buses and other transportation methods. link
States area also providing EV incentives to residents e.g. Gov. JB Pritzker signed Illinois’ clean energy law which includes a $4,000 rebate for residents to buy an electric vehicle (EV). link.
By 2030, there’s expected to be an 8% divergence between EV demand estimates and production plans, meaning there needs to be a massive scaling up of infrastructure/capacity of EV manufacturers over current projections in order to fill the gap in the market. link
Part 2 – Company Overview and Unique Value Proposition Before we look into what’s happened since my last post, let’s go over a quick refresher on what the company does. Canoo is a Los Angeles-based company that has developed breakthrough electric vehicles, with over 650 employees link from leading technology and automotive companies link. Canoo’s Chairman Tony Aquila mentioned that the company was focused on a product lineup that fits in the gaps of everybody else’s lineup… take the turning radius of a Prius, the size of a Ford Ranger, Payload of F-150 and sell it as one vehicle link. What makes this Canoo so special compared to other EVs is their modular platform, which is purpose-built to deliver maximum vehicle interior space and adaptable to support a wide range of vehicle applications for consumers and businesses. It is this modular platform that led to Apple’s interest and having talks with Canoo (the talks are assumed to have fallen apart because Canoo was looking for an investor while Apple was looking to for an acquisition), as the platform is different from ones developed by other startups and larger automakers because it integrates more of the car’s electronics, allowing for greater flexibility in cabin design. It also features steer-by-wire technology, which also increases design flexibility and is not yet widely adopted in the industry. link. Apple wasn’t the only major company interested in Canoo, Hyundai Motor Group (Hyundai and Kia’s parent company) actually went a lot farther than Apple did with Canoo, announcing a partnership in February 2020 to develop new electric vehicles based on the technological platform developed by Canoo link. This was extremely unusual and referred to as a significant victory for Canoo, as ‘pretty much every electric vehicle startup has talked about wanting to license out their technology or partner with legacy automakers, almost none have landed a deal… Canoo now joins that small list despite only coming into existence at the end of 2017, when its founders started the company’ link. Ultimately this partnership did not go ahead because Canoo’s chairman didn’t feel as though it was worth it for Canoo, saying that the original deal with Hyundai didn’t factor in the value of Canoo’s IP, so a shift in strategy was made from licensing out the technology to protecting the IP and manufacturing and selling Canoo’s own vehicles to commercial operators link Regarding the technology/IP - Canoo has developed the world’s flattest skateboard platform, which enables class-leading passenger and cargo volume on a small vehicle footprint. For example, the lifestyle vehicle, which will offer the interior space of a large SUV, but on the exterior footprint of a compact car. To help achieve this, Canoo’s suspension utilizes a double wishbone with two fiberglass leaf springs, mounted transversely in the front and rear of the platform. The dampers are mounted to the frame, eliminating the need for large shock towers that take up vital cabin space. The entire suspension system is incorporated into the skateboard and sits below the height of the tires. link. Let’s take a look at the current automotive model and see how Canoo’s approach and the use of the skateboard platform add so much more value than conventional ICE manufacturers link, currently the model is broken because 70-80% of the portion of vehicle lifetime profit is only generated after the first owner. The current model is geared towards the first owner and nothing more, with an assortment of OEMs/spare parts retailers/3rd party installers servicing vehicles after the initial sale. Canoo aims to change this by targeting multiple owners after the first purchase i.e. owners 2-4, offering customers the ability to upgrade the model of whichever vehicle they have or switch them entirely as the platform on which the vehicles are built is the same link. The use, and subsequent re-use of the skateboard platform enables significant cost savings and risk reductions link, with the platform providing a strong business advantage as it is consistent across Canoo’s vehicle lineup. If a project is started for a new vehicle which will have the skateboard platform as its foundation, they will be able to carryover engineer and labor, ~half, from one project to the next. It’s also worth pointing out that in traditional ICE, it would be exceptional if Bill of Materials cost carryover across variants reached 25%, with Canoo, this is exceeding 50%. The specific savings include:
45% - 55% labor savings for new variants developed
57% of the BOM cost carryover across variants
70% of critical functions are delivered by the platform.
These enable the development of space efficient cabins that integrate simply onto platform link, and provide the key basis for engineering Canoo’s new value proposition of having a harmonized and articulated 3 – layer vehicle concept that keeps fresh and returns capital over an entire vehicle lifecycle link. This image also showcases how Canoo aims to capture the full vehicle lifecycle value link The three vehicles that Canoo has publicly announced as part of its lineup are: Lifestyle vehicle link - Fully electric, highly versatile and offering more utility inside and out for city explorers, businesses, families and adventurers. The multi-purpose platform unlocks SUV-size interior space on a smaller exterior footprint. It’s pretty hard to put into an image of the vehicle into words so I’d recommend clicking on the above link to check it out for yourself. Some key figures (note the range provided in certain cases is for the variants):
Launching late 2022.
Starting at $34,750*
2 seats - 5 seats - 7 seats
250 mi range
Up to 350 Horsepower
28min charge time 80%
188 ft³ interior volume
80 KWh battery
1,464 lbs payload – 2,000 lbs capacity
Multi-purpose Delivery Vehicle link – Business ready vehicle that lowers the total cost of ownership while providing easy maintenance. More cargo in a small footprint to enable easy maneuverability. A productivity tool that enables you to plug in your tools and get to work. Some key figures (note the range provided in certain cases is for the variants):
Starting at $33,000*
200 ft³ - 500 ft³ cargo volume
130 – 230 mi, 90 – 190 mi range (EPA)
1,540 to 1,980 lbs
Pickup link – All Electric, All American, All Utility - The Pickup Truck is built to be the new standard in function, form and utility — ready for work and the weekend. The picup truck is as strong as the toughest trucks out there and includes features for people who use trucks on the job, weekend, and adventure. Some key figures (note the range provided in certain cases is for the variants):
Launching as early as 2023.
Price – Not currently listed, but during the Q&A portion of the investor day portion on June 30th, somebody asked what the base pricing for the pickup was, given that the Ford lightning F-150 base price was being advertised at $32,000. Chairman Tony Aquila said Canoo was not prepared to announce the pricing at that time, but Canoo would not be beaten in this category – you can check it out at the following link link
Targeted HP – 500+
Payload Capacity – 1800 lbs
Range – 200+ mi
Powertrain – AWD or RWD
There’s actually a fourth vehicle as well that hasn’t been listed anywhere officially but was found by Mcardiel007 when he was having issues communicating with Canoo and went to their Torrance location and spotted them unloading what is potentially the new sedan. All credits to him/her for the following pictures pic 1, pic 2, pic 3, pic 4, pic 5. We can see that Canoo is targeting the most attractive segments at a lower incremental cost. The most profitable and highest carbon dioxide emitting segments are pickups and SUVs, with $115B+ accounting for 90% of 2020 profit pool in US, and ~60% of the transportation emissions (Canoo is targeting these segments with its Lifestyle Vehicle and Pickup). One of the fastest growing segments is delivery vans, with ~2M more delivery vehicles needed globally by 2030 link. It’s important to keep in mind existing fleet conversion to EV as well. Using the common platform provides a pivot-ability to focus on high margin products and is a large and profitable opportunity – highly lucrative and accretive to overall margin link. Canoo is also looking at car data and not just strictly being a vehicle manufacturer – with an opportunity for harmonizing hardware and software + superior cleaning leading to actionable data instead of the status quo of outsourced hardware + poor cleaning leading to disjointed data. Each connected vehicle offers 1 – 2 TB of raw data per day, with car data monetization globally valued at $250 Billion - $400 Billion link. To sum it up – Canoo is well-positioned for success with a differentiated business model link, developing exceptional products that are aimed at the most profitable segments ($115B+ for 90% 2020 profit pool) in the US, addressing upfitting and accessories market in the US by monetizing full vehicle lifetime value with emphasis on 2nd, 3rd and 4th customers (valued at $24B+), and monetization of car data globally through customer-centric, software ecosystem generating exponential network effect ($250B+). Part 4 – Recent Updates Now let’s take a look at some of the hires that the company’s been making (note that almost all of these hires have happened since the last quarter, with most being in the last two months, and this is not an exhaustive list). Canoo has quietly been putting together an all-star management team experienced in three key areas – diplomacy, automotive, and technology.
Ambassador Josette Sheeran – President at Canoo, Executive Chairman at the The McCain Institute, former UN Special Envoy for Haiti, Vice Chairman of the World Economic Forum, Executive Director of the World Food Programme, Undersecretary for Economics Agriculture, Energy at the US Department of State.
Ram Balasubramanian - Chief Information Officer at Canoo, former Senior Vice President, Business Technology at Salesforce, Chief Information Officer at Motorola Solutions, Chief Information Officer (CIO), India Region, Global Business Solutions Leader at PepsiCo.
Christian Treiber - Senior Vice President of Global Customer Journey & Aftersales at Canoo, former Member of the Board of Directors at the German American Chamber of Commerce, Inc., Member of the Board of Directors, RepairSmith (backed by Daimler AG), Vice President Customer Service, Mercedes-Benz USA, Member of the Supervisory Board at Mercedes-Benz Versicherungs AG, Director, Service and Parts Sales Mercedes-Benz Passenger Cars at Daimler AG etc.
Govin Ranganathan - Director Logistics, Materials & Transportation at Canoo, former Head of Logistics at Nio, Engineering Manager at Tesla, Sr. Manager of Production Control at Fiat Chrysler, Lean Manufacturing Specialist at Damien Chrysler.
Arnold Abernathy - Chief Information Security Officer at Canoo, former Deputy Chief Information Security Officer at Toyota, Programmer at NASA, with other experience including McAfee, Deloitte & Touche, Ernst & Young, CA technologies.
Randy Rodriguez - Director of Advanced Design at Canoo, former Director of Advanced Design at General Motors, Creative Manager Design and Styling at Tesla, Project Lead Designer at Nissan Motor Corporation.
Senon Franco – Senior Exterior Design Manager at Canoo, former Senior Exterior Designer at Hyundai, Creative Designer at Honda, Exterior Designer at GM, Exterior Designer at VW.
Branden Coté - Vice President Product Management & Sales at Canoo, former Director, Market Management North America & Greater China at Mercedes-AMG
Bryce DeArmond - Manager of Strategic Partnerships, Data Customer Journey at Canoo, Former Account Manager at Samsung Electronics America, Samsung Field Operations Manager at Samsung Electronics America, Director of Sales at IRIO.
Kristen Harris - Senior Commercial Counsel at Canoo, former Director, Legal Affairs for EMEA and Latin America at the Harley-Davidson Motor Company, Regional Legal Counsel at Texas Instruments, Legal Consultant at Taiwan International Patent and Law Office
Now why on earth would these long-established and assumingly well-reputed individuals with executive level careers at places including the United Nations, U.S. Department of State, Nio, Tesla, Fiat Chrysler, Daimler AG/Mercedez-Benz, General Motors, Nissan, Toyota, Hyundai, Honda, Salesforce, NASA, McAfee, PepsiCo, Samsung, Harley-Davidson etc. move to an upstart EV manufacturer within the last couple of months if they didn’t believe in it’s potential for success? Some of these individuals have spent 5-10 years with their prior companies, it doesn’t make sense that they’d all be jumping over to Canoo for a 1 year engagement. Other than the talent, Canoo has made a number of moves in in recent months as it moves closer to bringing the first of the Lifestyle Vehicles to production, including: Announcing plans to build its new factory outside of Tulsa, Oklahoma, creating more than 2,000 jobs and opening in 2023. The facility will be built on a 400-acre site at the MidAmerica Industrial Park complex in Pryor, Oklahoma. It will house a paint shop, body shop, and general assembly plant. Oklahoma is providing an incentive package that totals over $300 million, and may kick in millions more based on whether Canoo hits or exceeds a target of hiring military veterans to make up 10 percent of the workforce at the facility link. Partnering with VDL Nedcar as a contract manufacturing partner to manufacture the Lifestyle Vehicle for the US & EU markets while it builds its US-based mega micro-factory. By parallel pathing contract and owned manufacturing Canoo will meet its commitment to start production and deliver vehicles in Q4, 2022. Canoo Chairman Tony Aquila mentioned that VDL Nedcar ‘is the top trusted European manufacturer building high quality products for leading OEMs, and they significantly outcompeted the other contenders. VDL is also independently owned by the van der Leegte family of entrepreneurs - which aligns with our commitment to support businesses that form the backbone of communities. This strategic partnership will enable us to deliver vehicles to market while we build our Phase 2 factory in Oklahoma. It also strongly positions us for geographic expansion in Europe and builds a lasting relationship with VDL Groep of companies. Our investment will help us scale quickly and fulfill our mission to bring affordable, purpose-built EVs to Everyone.” The Nedcar facility is slated to build up to 1000 units for both the US and European markets in 2022 with a target of 15,000 units in 2023 link De-risking the path to market, Canoo designed, built and tested beta for its lifestyle vehicle link, with highlights including:
$250M invested in Beta
~1.5M hours of engineering
~500k miles of testing
13 beta runners / 32 beta properties tested
US NCAP 5-star overall rating targeted, with simulated, sled and vehicle level crash testing.
Undertaking the Gamma Phase with SOP on track for Q4 2022 link, with key highlights including:
12 months of testing
~120-150 vehicles will be built and validated
~70 crash tests
30 sled tests
Full slate of vehicle tests; no shortcuts
80% of all components are sourced
63% of all engineering is released
54% of tooling is committed
Partnering with the frontdoor collective for 10,000 MPDVs, the frontdoor collective are a network of delivery service partners that provide dependable last-mile delivery experience, with founders and executives with experience from FedEx, Walmart, XPO, Amazon, Instacart and the U.S. military. With more than 100 franchisees with experience in delivering for companies like Amazon, XPO, Axlehire and Ontrac, the company, aims to expand that to 300 franchisees by the end of this year link. Surpassing 9,500 non-binding pre-orders across lifestyle vehicle, pickup track and multi-purpose delivery vehicle link Showcasing its vehicles at various events including the ACT Expo and Cars & Coffee (both of which were attended by some of the amazing folks at the canoo subreddit who attended, took detailed notes/pictures and shared it with everyone), and receiving invites to others such as the LA Auto show link. Part 5 – Financials and Valuation Before looking at Canoo/Competitors, here are some analyst PTs
Bank of America - $5 (can’t find the article at the moment but I’m sure I’ve seen it somewhere)
Average = $13, current SP = $6.7 As of Canoo’s second quarter 10Q, the company had cash on hand of $563.6 million link, which according to the company is more than sufficient to cover the cost of bringing its first products to markets link. The company could raise $273M from warrants if the SP is greater than $18 for 20 out of 30 days. At a pre-revenue stage there’s not too much to say in this department, other than to note that value of a couple of orders:
Over 9,500 non-binding preorders – which if they are followed through with would be worth at least $313,500,00 (assuming 9,500 orders of the cheapest vehicle which is the base model MPDV).
10,000 MPDVs for the frontdoor collective which would be worth at least $330,000,000 (assuming cheapest MPDV).
As far as valuations go, let’s divide the pre-revenue EV manufacturers into tiers for an easier look – based on their market cap. I’m sure some are missing because I only took a few, let me know and I’ll add them in later. These market caps were taken within a few moments of each other on 9/21 from yahoo finance.
Lucid Motors – $41.23B, 11,000 pre-orders, delivery delayed to fall 2021
Nikola Corporation - $4.25B, lowered delivery guidance of 25/50 vehicles for 2021
Fisker Inc - $3.917B, >17,000 pre-orders, value of $637,483,000
Faraday Future - $3.66B, 300 FF 91 Vehicles, value of $54,000,000 delivery in 2022
Canoo – $1.63B, 19,500 pre-orders (9,500 individual + 10,000 front door collective), value of $643,500,000, delivery fall 2022 for LV, 2023 for MPDV
Company A (market cap too low, has a DOJ investigation ongoing and issued a going concern for whether it would have cash to make it to production) - $1.2B
Just looking at a couple of examples here it would seem that Canoo is undervalued purely on a pre-orders/revenue perspective. Fisker and Faraday Future, which are both expected to deliver in 2022 as is the case with Canoo, have over double the market cap despite Canoo having similar preorder value (compared to Fisker) or much higher (compared to Faraday Future). Haven’t done a cash flow analysis of every company but even taking into consideration Fisker having $400M more in cash on hand source, there’s a significant discrepancy. Faraday Future meanwhile has less than half of Canoo’s cash on hand at $230M link. Part 6 – Bear Case With anything pre-revenue, the biggest issue is always going to be do we have enough cash to get the product off the ground imo. I could write a really long paragraph but yea that’s pretty much it in a sentence. Since I’m on the bullish side for the company, I’ll lay out a few reasons why I think Canoo won’t be running out of $$$ before it comes to market – these have mostly been stated here and there throughout this document but I’ll summarize them below:
As of Canoo’s second quarter 10Q, the company had cash on hand of $563.6 million which according to the company is more than sufficient to cover the cost of bringing the Lifestyle Vehicle to market.
Oklahoma is providing an incentive package that totals over $300 million, and may kick in millions more based on whether Canoo hits or exceeds a target of hiring military veterans to make up 10 percent of the workforce at the facility.
EV funding is a significant portion of the upcoming budget, this is less grounded than the others but there is assumedly some hopium that Canoo would be able to receive some federal support if needed.
The company could take on debt to assist in getting to production – H.C. Wainwright in their coverage indicated that they expect $500M to $525M in funding could be raised in debt to 2023. Tony has previously stated that they are looking for as non-dilutive an approach as possible, and given the current SP it wouldn’t make much sense to go the additional equity route.
In May, the SEC opened a fact-finding inquiry into Canoo as it did with many former EV SPACs, unlike others such as NKLA and (Company A) – nothing further has come as of yet, nor have any DOJ investigations been launched.
Part 7 – SI and Squeeze Potential I know y’all have just been waiting for this so I’ll get right down to it. Famously developed by the esteemed pennyether, the SMELL system is going to help us take a look at some key numbers that’ll help understand GOEV’s squeezability.
Short Interest – 31.8 million shares, 32% of free float
Market Cap – $1.63 Billion, not big enough that it’s immovable, not small enough that shorts would be able to cover without investing a decent amount of capital
Extremely Memeable – I mean… GOEV, like Go… EV, idk I think it ticks off the memeability criteria
Low Liquidity – Average volume per yahoo finance is 2.7M shares, which is 2.7% of the free float so any inflow will cause the share price to move pretty significantly. Over the last quarter, it seems that institutions have been loading up on Canoo for cheap, with institutional inflows of $177M and only $2.56M sold link
Low Risk (IV) – Yep, current IV is 77.1% for 9/24 and 10/1 options. Please do NOT consider this financial advice, like at all, but if you’re one of the folks who look to just buy options for the sake of contributing to a gamma squeeze, take a look at the post by ChemaKyle on how buying far OTM options and how it’s not the best idea if you want the MMs to hedge. There’s not much of a need to hedge vs something that doesn’t have a ramp up and no OI at the ATM values. I’d agree with his/her post and the commentators that buying ATM options and the underlying shares would have a greater chance at causing a gamma squeeze, but this is something you should research and do your own DD on as well based on your risk tolerance and investment threshold.
Part 8 – TL;DR The global EV market is expected to be valued at $725.1 Billion by 2026, growing at a CAGR of 27.19% from $171.26 in 2021, with total EV sales growing from 2.5 million in 2020 to 11.2 million in 2025, then reaching 31.1 million by 2030. EVs would secure approximately 32 per cent of the total market share for new car sales. The US electric vehicles market is now expected to reach 6.9 million unit sales by 2025, up 5x from 1.4 million unit sales forecast for 2020, due to government incentives driving EV ownership. President Biden is seeking a pledge from auto manufacturers that would see EVs make up 40% - 50% of new U.S. vehicle sales by 2030, to support this EV tax credits jump to $12,500 in the proposed $3.5 trillion budget blueprint Democrats passed a couple of weeks ago. In August, the Senate in a non-binding amendment narrowly voted in favor of prohibiting taxpayers from claiming EV tax credits if they make more than $100,000 annually or if vehicles cost more than $40,000. Either way, this is huge for Canoo which is offering base models of the Lifestyle Vehicle and MPDV at <$35,000, with the base pickup model expected to be priced similarly. Canoo aims to disrupt the current automotive model by taking a piece of the 70-80% of the portion of vehicle lifetime profit which is generated after the first owner and traditionally ignored by manufacturers. Canoo aims to change this by targeting multiple owners after the first purchase i.e. owners 2-4, offering customers the ability to upgrade the model of whichever vehicle they have or switch them entirely as the platform on which the vehicles are built is the same. Canoo is targeting the most attractive segments at a lower incremental cost. The most profitable and highest carbon dioxide emitting segments are pickups and SUVs, with $115B+ accounting for 90% of 2020 profit pool in US, and ~60% of the transportation emissions (Canoo is targeting these segments with its Lifestyle Vehicle and Pickup) and targeting one of the fastest growing segments of delivery vans, for which ~2M more delivery vehicles will be needed globally by 2030, with its MPDV. To facilitate this disruption, Canoo has developed the world’s flattest skateboard platform, which enables class-leading passenger and cargo volume on a small vehicle footprint. Canoo’s Chairman Tony Aquila mentioned that the company was focused on a product lineup that fits in the gaps of everybody else’s lineup… take the turning radius of a Prius, the size of a Ford Ranger, Payload of F-150 and sell it as one vehicle. The use, and subsequent re-use of the skateboard platform enables significant cost savings and risk reductions, with the platform providing a strong business advantage as it is consistent across Canoo’s vehicle lineup. If a project is started for a new vehicle which will have the skateboard platform as its foundation, they will be able to carryover engineer and labor, ~half, from one project to the next.
45% - 55% labor savings for new variants developed
57% of the BOM cost carryover across variants (compared to ~25% on ICE)
70% of critical functions are delivered by the platform.
If we take a look at the funding incentives being proposed for consumers e.g. with the LV, the maximum federal rebate would be $12,500, and if we add in state incentives e.g. Illinois with it’s $4,000 rebate – that turns into $16,500. The LV is priced at $34,750 which means that post-rebates you’re getting it at almost half the price, pretty ridiculous in comparison to ICE vehicles, add in tighter emissions standards for ICE vehicles and Canoo starts looking pretty good. If you made it this far, I’d like to thank you for reading this – I’d like to give a big shoutout to the community over on the canoo subreddit (not sure if I can link other subs so won’t). They’re extremely dedicated individuals who provide a wealth of knowledge on the ongoings of the company – from driving to HQ and coincidentally finding an unrevealed product to attending EXPOs and other showcase events and sharing vehicle images and detailed write-ups. Y’all the real MVPs. Position – 1k shares @ 11.69.
افضل منصات تداول العملات الرقمية | ما هي افضل منصة تداول 2021
بعد طرح عملة البيتكوين للتداول للمرة الأولى في عام ٢٠٠٩ ، ارتفعت قيمتها بشكل كبير، مما أثار فضول المحللين والمستثمرين ، بخصوص عالم العملات الرقمية كمجال للإستثمار وصناعة الثروة المالية ، حيث زاد هذا الطموح بظهور العديد من العملات المشابهة والتي ارتفعت بشكل كبير في السنوات الماضية ، مما خلق سوق مالي ضخم سُمِّيَ بسوق العملات الرقمية. ولتنظيم وتسيير هذا السوق ، وجب وجود كيان يسمح بذلك ، وهنا جاء دور منصات التداول، حيث تتيح منصة التداول للمستخدمين شراء وبيع وتداول العملات الرقمية بالعملات الرقمية أو التقليدية. ومع ذلك ، ومع تزايد الخيارات يأتي التحدي الأكبروالمتمثل في اختيارمنصة التداول الأفضل بشكل مثالي لمتطلبات التداول الخاصة بك ، حيث يجب أخذ مجموعة من المعايير بعين الإعتبارعند إختيار منصة التداول المناسبة لك سواء كنت مبتدئ أو متداول محترف ، وبعبارة أخرى، قبل أن تذهب وتسجل في منصة تداول معينة ، يجب عليك أولا أن تدرس وتعاين كل شيء متعلق بمنصة التداول شروطها و ايجابياتها وسلبياتها . وترى هل هذه المنصة مناسبة لك لتداول أم لا ؟. حيث في هذه المقالة سنناقش المعايير الواجب توفرها عند اختيار منصة التداول المناسبة لك ، وكذلك سنضع افضل منصات التداول بالنسبة للعملات الرقمية في الوقت الحالي . لمعرفة كافة التفاصيل اقرأ المقال كاملاً
Recently I've come across a few people asking for gay film recommendations in this and other subreddits. I have watched a ton of gay films in my time, and I thought I should share the good and bad with you. And I've been tracking what films I watch and books I read since 2007. This took me much longer to write up than I thought, it ended at almost 15,000 words. I don't blame you if you don't want to read through it all. Also let me acknowledge my biases clearly - I'm a gay man, and the majority of media in this list is gay male oriented. I've marked with letters like (L) the films that belong to other members of the alphabet mafia - if they're not marked they're probably gay. But I may have missed some, especially if the characters are bisexual, which isn't always obvious. And my memory of stuff I watched 15 years ago isn't that great. I can remember what I thought in general but can't always remember details of the plot and had to crib from Wikipedia. I have not included most short films unless they're notable somehow. The list is sorted by authodirector. I've tried not to include spoilers but I may have missed one or two - sorry! This list is, by definition, incomplete. Please feel free to comment and add reviews of stuff you have seen. And you're welcome to disagree with my opinion, but do so respectfully. If you don't, I'll just clap back. Anyway, without further ado, here is the list. (if I hit a word limit, I will segment the list and continue in the comments) Andre Aciman -Call Me by Your Name (book, 2007) / film, 2017, directed by Luca Guadagnino(B) You'll have heard of this one I'm sure. Some people don't like the fact that the protagonist (Timothee Chalamet in the movie) is so much younger than the love interest (Armie Hammer). But I really like it, not least for the dad's soliloquy towards the end of the movie. And for me the Italian summer atmosphere is nostalgic. 5/5 Desiree Akhavan -The Miseducation of Cameron Post (film, 2018) - based on the book by Emily M. Danforth (2012) (L) Coming-of-age story set in a conversion camp. Chloë Grace Moretz performs really well in the movie, and there's some romance. Not as spoofy/campy as But I'm a Cheerleader but it's a similar plot. I haven't read the book. 4/5 Miguel Albaladejo -Bear Cub / Cachorro (film, 2004, Spanish) It opens with softcore porn, but it transitions into a tender story about the adoption of a kid by his gay uncle. All the guys in it are bears, as you'd expect. Decent. 3/5 Becky Albertalli -Simon vs. the Homosapiens Agenda (book, 2015) / film Love, Simon (2018), directed by Greg Berlanti You'll have heard of this one too. Simon writes emails to a mystery classmate who is also gay, but gets outed by a bully instead. A classic coming out tale. Compared to the other ones in this list, the movie is perhaps nothing special, but it's one of the biggest releases in the list, it's a decent rom-com, and it's just... really refreshing to see people like yourself in a mainstream film. The book was written for teenagers, so a little simple for me reading it in my late 20s. 4/5 (book), 5/5 (movie) It has a sequel too, about Simon's friend coming out as bi - Leah on the Offbeat - and a spinoff TV series Love, Victor, neither of which I've seen. lmk if you have. Becky Albertalli & Adam Silvera -What If It's Us (book, 2018) Rom-com about two gay NYC teens who fall in love after bumping into each other at a post office. Cute. 3/5 Ed Aldridge -Tan Lines (film, 2006) (B) Navel-gazing Aussie movie about surfers. Come to it for the nice bodies, that's really it. 2/5 Pedro Almodóvar -Bad Education / La mala educación (film, 2004, Spanish) (G/T) Thriller about boys who were raised in the corrupt Catholic church. The plot is quite complicated to describe - it mixes flashback with investigation and a film-within-film production. But my god Gael García Bernal is sexy in it. 5/5 Pedro Almodóvar -All About My Mother / Todo sobre mi madre (film, 1999, Spanish) (T?) After the death of her son, our protagonist (Cecilia Roth) goes back to her hometown in search of her youth, and of the boy's father. Spoiler alert - the father is now a woman too. Again, a hard-to-describe plot but well worth watching. 4/5 Pedro Almodóvar -Pain and Glory / Dolor y gloria (film, 2019, Spanish) Semi-autobiographical piece with Antonio Banderas well into his DILF phase playing the main character based on Almodóvar. Featuring flashbacks to his childhood where he used to mentally undress the eye-candy house-boy his mom (played by Penélope Cruz) hired. Not as sexy as the others but definitely worth it. 4/5 Pedro Almodóvar -I'm So Excited! / Los amantes pasajeros (film, 2013, Spanish) Comedy set on an airplane where all the flight attendants are gay and all the passengers are sex-crazed lunatics. I can't remember the specifics, but all the economy class passengers are knocked out by some gas or whatever, and the first class passengers all drink some kind of aphrodisiac, leading to an orgy scene... though this also leads to the most uncomfortable moment when Lola Dueñas's character gets so horny that she rapes an unconscious economy class passenger. Idk the movie was trash up to that point, would have only recommended it if you wanted something silly to watch. But that crossed the line. 1/5 Almodóvar has a lot of other works, which don't fall under the LGBTQ umbrella but that I'd generally recommend. He often examines the male gaze, critically perhaps but often leading to moments like the above where he either crosses a line or dances dangerously close to it. Joselito Altajeros -Tale of the Lost Boys / 他和他的心旅程 (film, 2017, mainly in English, but also Tagalog, Mandarin, Atayal) A story of friendship, not romance - Filipino guy lands in Taipei and has nowhere to stay, gets taken in by a gay Taiwanese guy. Our Filipino protagonist isn't gay, but he helps his new friend come out to his traditional family who are from a native tribal community. Nice story, does feel a bit like it was funded by the tourist board of Taiwan as they go to a lot of landmark-y places. 3/5 Brian Jordan Alvarez -The Gay and Wondrous Life of Caleb Gallo (TV/webseries, 2016) Made on a shoestring budget, but it doesn't look like it, this gem is available on Youtube. Alvarez's comedy is subtle sometimes, and this piece feels very autobiographical as it's about late-20-somethings trying to make it in LA. Go watch it, you'll thank me. 5/5 If you like that, Alvarez has made a bunch of longer works with the same cast of friends, such as Everything Is Free (2017), Grandmother's Gold (2018), Webseries (2019) and A Spy Movie (2021) (the latter was directed by his friend Stephanie Koenig). The first of these is a drama in which he travels to Colombia to get in touch with his roots, the others are screwball comedies with nonsensical plots. Charlie Jane Anders -The City in the Middle of the Night (book, 2019) (L? Q?) Sci-fi set on a planet which is tidally-locked to its sun, meaning that it rotates in step with its orbit and one side of the planet is in perpetual daylight. Humanity resides in the twilight strip between the too-hot day side and too-cold night side. I can't quite remember why I tagged this as LGBTQ, but I think the two main protagonists, both women hook up at some point. Or one of the characters is non-binary. (Also the author is trans.) Anyway, the book was fine, some interesting ideas in it but I found it a bit slow compared to Anders' other work. 2/5 Gregg Araki -Mysterious Skin (film, 2004) - based on the book by Scott Heim (1995) Featuring a young Joseph Gordon-Levitt, this film is, well, harrowing. It's really about child abuse. We follow two protagonists, one with memory loss, who uncover a shared dark secret. I have the opportunity to watch this again because it came up on a streaming service I have access to but I don't think I want to. 4/5 Gregg Araki -Kaboom (film, 2010) (B) Guy has a lot of sex, with men and women, and there's some kind of Donnie Darko-esque light horror going on at the same time. I can't remember well, I think it was... fine? 3/5 Poj Arnon -Bangkok Love Story / เพื่อน...กูรักมึงว่ะ (film, 2007) Gangster-themed romance. 2/5 Christopher Ashley -Jeffrey (film, 1995) A film about living as a 20- or 30-something in post-AIDS New York. I don't remember the plot at all, I just remember it was a comedy and that it's worth watching for Patrick Stewart's character alone. 3/5 Roger Avary -The Rules of Attraction (film, 2002) In here because one of the three protagonists is gay. If I remember rightly, they're in a kind of love triangle. It's set on a university campus, and the other thing I remember is that the film starts with a rape scene, so it's definitely got thriller vibes to it. So proceed with caution. 3/5 Jamie Babbit -But I'm a Cheerleader (film, 1999) (L, mostly) A seminal classic of lesbian cinema, it's a comedy set in an ineffectual conversion therapy camp. Of all the lesbian films on this list this is the one I'd recommend the most to gay guys in general. 5/5 Lionel Baier -Garçon stupide (film, 2004) A film about a sexy hustler. Unmemorable plot. 2/5 Sean Baker -Tangerine (film, 2015) (T) Slice of life about Trans sex workers in LA on Christmas day. Notable mainly for being the first movie filmed entirely on an iPhone 5 with a special lens attachment, giving it a very intimate feel. 4/5 Jean-Marc Barr & Pascal Arnold -One Two Another / Chacun sa nuit (film, 2006, French) (B) There's a whodunnit plot in this, but I don't remember it well, I just remember that everyone had sex with literally everyone else. Liked watching it at the time but it didn't stay with me. 2/5 Phillip J. Bartell -Eating Out 2: Sloppy Seconds (film, 2007) Somehow worse than its predecessor (see below). 1/5 Jay Bell -Something Like Summer (book, 2011) I really liked this little rom-com book, in which our protagonist Ben falls in love with the mysterious Tim, and his love is eventually reciprocated. But they drift apart and then the story follows Ben's new relationship with another guy as an adult. The book has a couple of problems, which I don't really want to spoil. But I loved the characters a lot. It has been made into a movie, but it didn't get a wide release and I haven't seen it yet. 5/5 If you like that, there's like ten books in the Something Like series now. I've only read five of them. The first two sequels are retellings from different characters' perspectives, and the next few feature new characters with the previous protagonists becoming side characters. Also recommended. Greg Berlanti - Love, Simon (film, 2018) - see above Greg Berlanti -The Broken Hearts Club (film, 2000) Features Zach Braff in a pre-Scrubs role as part of a gay baseball team called the Broken Hearts Club. He's not the main character, though. I wasn't too impressed by this film, but it has its place - I'm sure there will be people out there who really identify with this movie. 2/5 Alain Berliner -My Life in Pink / Ma vie en rose (film, 1997) (T) Story about a young kid who, when moving to a new neighbourhood, decides to present as a girl instead of a boy. Heartwarming, ultimately. 4/5 Bernardo Bertolucci -The Dreamers (film, 2003, French and English) (B) This film has three main characters, two of whom are a brother and a sister. And I'm pretty sure they have sex at some point. Or at least they're both fucking the third main character. Icky. 2/5 James Bidgood -Pink Narcissus (film, 1971) Never has another film been so blithely iconic. Every frame is a work of art. It's not for everyone, I suppose - there is no plot, and it's more of a series of disjointed scenes of provocatively-posed young gentlemen. And in the latter half of the movie it transitions to actual porn. But it is absolutely a feast for the eyes. 5/5 Chris Michael Birkmeier -In Bloom (film, 2013) Story of a relationship in decline, looking back at the good times. Cute leads. 3/5 Q. Allen Brocka -Eating Out (film, 2004) Comedy, not very good. Sexy though. 1/5 Q. Allen Brocka -Boy Culture (film, 2006) Sexy with no substance. 1/5 William S. Burroughs -Junkie (book, 1953) This is a dramatized memoir written mainly about Burroughs' heroin addiction. If you don't know, he was one of the foremost Beat Generation poets and a massive homosexual. He paints a very interesting picture of 1950s America and of his exile to Mexico. 3/5 William S. Burroughs -The Wild Boys (book, 1969) This was written in Burroughs' cut-up technique period and as such, is incoherent. Shudder to think how many drugs he was on while writing this. I like the theme, though, about gay boys rising up to overthrow western civilization. 2/5 William S. Burroughs -Queer (book, pub. 1985, but written in the 50s) A kind of sequel to Junkie, talks about the author's relationships in Latin America with various boys. 3/5 Robin Campillo -120 BPM / 120 battements par minute (film, 2017, French) Drama set in the early 90s during the AIDS epidemic in Paris, it follows several ACT UP activists. As you can expect with an AIDS movie, it's both heartbreaking and heartwarming. 4/5 Becky Chambers -The Long Way to a Small, Angry Planet (book, 2014) (L? Q?) First in a (now) four-part series, it's a classic space opera which follows a road-trip narrative structure. Tagged it as LGBTQ because it has various queer relationships, some of which are alien-human, and various characters who fall outside the gender binary. Chambers is very inventive with her alien races and I really like the world she's created. I get mildly annoyed with her use of neo-pronouns (the audiobook narrator is never sure how to pronounce them), but then I step back and note that this is done as a way to denote the story being set far in the future and the characters not actually using English. 5/5 If you like that, the others in the series are good but they aren't direct sequels, they pick up another story in the same universe from a side-character's perspective. Books 2 and 4 are great, Book 3 is okay. Becky Chambers -To Be Taught, If Fortunate (book, 2019) (T) Including this because one of the four main characters is trans, though that's just one of his character traits rather than the subject of the story. It's a sci-fi about astronauts exploring other planets, but the planets are so different from Earth that they have to undergo some sort of biological enhancement before landing (and I guess that draws very strong parallels to the trans experience), such as muscular enhancement for landing on a planet with high gravity. Not a lot of story per se, but it has themes of being cooped up with the same people for months which I think a lot of us can relate to post-lockdown. 4/5 Leste Chen -Eternal Summer / 盛夏光年 (film, 2006) Love triangle between two guys and a girl. Deals with the coming out themes well. 3/5 Craig Chester -Adam & Steve (film, 2005) An early attempt at a gay rom-com in the style of There's Something About Mary - it starts with scatological humour and proceeds from there. Yeahhh not my thing. I was more interested in the relationship of the straight best friends. 2/5 John Chu -The Water That Falls on You from Nowhere (book, 2020) Sweet little short story about a world where if people lie, water falls on them from nowhere. And when a guy tries to lie about being in love with his boyfriend, the biggest-ever torrent of water comes and floods him. Also got themes of coming out to immigrant parents. 5/5 S.J. Clarkson -Toast (film, 2010) Biopic about Nigel Slater, gay British TV chef, about his childhood. Carried by Helena Bonham Carter as the evil step-mum, and Oscar Kennedy as the young Slater. Ruined by Freddie Highmore, who takes over the role of Slater in his teen years. Some of the most wooden acting I've ever seen. Worth watching for the cartoonish depiction of 1950s Britain. 2/5 Stephen Cone -Henry Gamble's Birthday Party (film, 2015) Slice of life / coming of age about a twink on his 17th birthday. While the film is ostensibly about Henry, it's really more about the scandals and scruples of the adults, and there are heavy religious themes, as the dad is a pastor and most of the guests are also church-goers. Worth watching just because it opens with Joe Keery masturbating. 3/5 Garrard Conley -Boy Erased (book, 2016) / film, 2018, directed by Joel Edgerton Memoir about conversion therapy camp. Heartbreaking but also optimistic. I watched the film before reading the book, you can do either order. 4/5 Catherine Corsini -Summertime / La belle saison (film, 2015, French) (L) Lesbian French film, beautiful cinematography but forgettable characters. 3/5 C. Jay Cox -Latter Days (film, 2003) Rom-com where a young Mormon man falls in love with his gay neighbour. A lot of people really like this one, I was lukewarm about it. I guess Mormons are a popular fantasy, the way they're so clean-cut, huh? It's got comedic elements to it like the over-the-top senior Elder but I didn't really consider it a comedy while watching it. 3/5 Michael Cuesta -L.I.E. (film, 2001) More about child abuse than being gay, features a very young Paul Dano. 2/5 Beth David & Esteban Bravo -In a Heartbeat (short film, 2017) This is a super-duper-cute animated short about pre-teens falling in love. It should be available on Youtube. 5/5 Russel T. Davies -Queer as Folk (TV series, 1999) I have only seen a bit of the American version of this, which I gather follows a similar storyline for the first season and then spins off into its own thing. But this is the British version. Absolutely essential viewing in my opinion. Provocative and sexy. 5/5 Bavo Defurne -North Sea, Texas / Noordzee, Texas (film, 2011, Dutch) I don't remember much about this one except that its lead was a tad too young for me to be comfortable objectifying. And that it was a very slow film. 2/5 Defurne also did some short films which I got on a BFI DVD, they're much better if you feel like objectifying some men. Claire Denis -Beau Travail (film, 1998, French) Also good for objectifying male bodies and not much else. Set in the French foreign legion, has a lot of macho men unable to work through their feelings. 1/5 Kirby Dick -This Film Is Not Yet Rated (film, 2006) Documentary about the MPAA, the film rating board in America. Looks in-depth about their hypocrisy in rating LGBTQ-themed movies higher than "equivalent" straight movies, and their obvious fear of female sexuality (not just lesbians). 4/5 Xavier Dolan -I Killed My Mother / J'ai tué ma mère (film, 2009, French) Xavier Dolan has mommy issues, the first of many such movies. The gay theme in this is anciliary to the main story, which is about his character's overbearing mother. But there's a nice sex scene in the middle with him and his boyfriend painting a room, which has been giffed many times. 4/5 Xavier Dolan -Tom at the Farm / Tom à la ferme (film, 2013, French) Dolan's character Tom visits his recently-deceased boyfriend's mother at a farm. Boyfriend wasn't out to her. Turns into a psychological thriller. 4/5 Xavier Dolan -It's Only the End of the World / Juste la fin du monde (film, 2016, French) Dolan's character visits his family, but doesn't tell them that he's about to die of AIDS an unspecified illness. Drama ensues. Overbearing mother again. 4/5 Xavier Dolan -Matthias & Maxime (film, 2019, French) I think this is his best one yet. The two title characters get dared to kiss on camera, the video gets released as part of someone's art project, and then they work through their feelings about it - up until that point, both characters thought they were straight. Again an optimistic film. Also features lovely shots of rural Quebec. 5/5 Dolan has other movies too, I haven't seen all of them yet. If you're into the mommy issues theme, Mommy is the obvious one to watch. The son in that has mental issues, he isn't explicitly gay but it's implied a couple of times. Alexis Dos Santos -Glue (film, 2006, Spanish) Youths sniff glue and have sex with each other. Not interesting. 1/5 Róbert I. Douglas -Eleven Men Out / Strákarnir okkar (film, 2005, Icelandic) Comedy about a dad coming out and then joining an all-gay football (soccer) team. I remember being pleasantly surprised by this one. 4/5 Olivier Ducastel & Jacques Martineau -The Adventures of Felix / Drôle de Félix (film, 2000, French) Road trip about a guy travelling through France to try and reconnect with his father, after the death of his mother. It was okay. 2/5 Olivier Ducastel & Jacques Martineau -My Life on Ice / Ma vraie vie à Rouen (film, 2002, French) Somewhat of an experimental movie, an ice-skating twink gets a camera for his 16th birthday, and the movie is filmed entirely from his point of view. Very voyeuristic in the metaphorical and literal senses, he films his step-dad and best friend almost obsessively throughout the film. An interesting one. 3/5 Olivier Ducastel & Jacques Martineau -Cockles and Muscles / Cote d'Azur / Crustacés et coquillages (film, 2005, French) A high point for this director duo imo, a bit scuppered by its patchy release overseas with different titles in the UK and US. It's a classic farce - son's best friend is invited to stay at a family's country house on the south coast of France, and the parents quickly start to suspect the son of being gay. Well the best friend is gay, but the son isn't, we think. The story takes some twists, and it's very light-hearted and fun. And sexy. 5/5 Olivier Ducastel & Jacques Martineau -Paris 05:59 / Théo et Hugo dans le même bateau (film, 2016, French) Cute little drama about two guys that meet in a sex club. Yah you heard that right. It does become a PSA for safe sex for a lot of the runtime, though. Double check the title, I'm not sure if it has the same title in different English-speaking territories. I think it was filmed with the conceit of following time exactly or having a single unbroken shot, as if nothing was cut out. Dialogue is a bit humdrum/mumblecore as a result. 3/5 Stephen Dunn -Closet Monster (film, 2015) Coming of age film with magic realism elements. Deals with internalized homophobia and growing up with homophobic parents. Great soundtrack. 4/5 Joel Edgerton - Boy Erased (film, 2018) - see above Amal El-Mohtar & Max Gladstone -This Is How You Lose the Time War (book, 2019) (L) Sci-fi about two time travelling enemies who leave each other messages. They gradually fall in love over the course of the book. I found this one hard to follow, especially with the time travel theme, so I will probably go back and reread it at some point. 4/5 Stephan Elliot -The Adventures of Priscilla, Queen of the Desert (film, 1994) (G/T) Three Australian drag queens travel across the desert in Priscilla, their battered-up old van. An iconic early-90s road trip movie even without the drag. Stars Hugo Weaving, Guy Pearce, and Terence Stamp, all famous in their own right. 5/5 Gary Entin -Geography Club (film, 2013) High school rom-com. Decent but not a lot of substance to it. 2/5 Jakob M. Erwa -Centre of My World / Die Mitte der Welt (film, 2016, German) Twink falls for bad-boy. A tale as old as time. And I keep falling for it. 4/5 I think this might be based on a novel but I haven't read it. Jim Fall -Trick (film, 1999) Guys try to hook up after a night at the club, and keep getting interrupted. They get to know each other and gradually fall in love. Rom-com. This is one that I heard about a lot before seeing it and the plot synopsis itself wasn't too interesting to me. Actually watching it I was pleasantly surprised. Not my favourite but it's pretty decent, and better than a lot of other rom-coms of its era. 3/5 David Farrier & Dylan Reeve -Tickled (film, 2016) Documentary - Farrier, a New Zealand-based documentarian, tracks down an American man who makes tickling porn - hires young men to be tickled on camera and gets off to it. The story gets madder and madder as it goes. Very interesting watch. 3/5 Christian Faure -Just a Question of Love / Juste une question d'amour (film, 2000, French) It's a long time since I saw this one, but I just remember being blown away by it. Really heartwarming romance. 4/5 Glen Ficarra & John Requa -I Love You Phillip Morris (film, 2009) Comedy with Jim Carrey and Ewan Macgregor as its leads. Based on a true story - Jim Carrey's character comes out after a near-death experience and then spends the rest of his life in and out of prison as he becomes a master at escaping. Hilarious and the romance is sweet too. 4/5 Travis Fine -Any Day Now (film, 2012) Set in the 70s, the main characters unofficially adopt their neighbour's neglected kid with Down syndrome. They face homophobia from society and towards the end, start trying to fight for legal recognition. It has this absolute air of authenticity that made me surprised to discover it was not based on a true story. A bit of a tepid relationship though. 3/5 Dexter Fletcher -Rocketman (film, 2019) Biopic about Elton John starring Taron Egerton. Great. 4/5 Tom Ford -A Single Man (film, 2009) Stars Colin Firth. A lot of people seem to like this one, but I couldn't get on board with it. The way the director uses colour makes me think he's just out of film school, the film is more concerned with Firth's character's relationship with women than men, and the ending really pissed me off. I've been trying to avoid putting spoilers but I can't here: The plot is based on a redemption arc of Firth's character - he is contemplating suicide, and at the end of the movie decides that he actually has something to live for, so he won't commit suicide. And then he fucking dies anyway of a heart attack or aneurysm or something. Like what was the point of the movie then? Ugh. 1/5 E.M. Forster -Maurice (book, 1971) / film, 1987, directed by James Ivory Forster wrote this book in his youth and it went unpublished for something like sixty years until after his death. A damn shame if you ask me. But anyway, this is an uplifting romance, between the titular character first with another nobleman (played by Hugh Grant in the film) and then with a lower-class character. It really examines that class system of 1910s England. 4/5 Émile Gaudreault -Mambo Italiano (film, 2003) Cookie-cutter rom-com, pretty average. Set in an Italian community in Montreal. My lasting memory of the film is of a farcical scene just involving the parents, but of the acting being a bit wooden. 2/5 Cesc Gay -Nico and Dani / Krámpack (film, 2000, Spanish) A story of mutual masturbation, where one boy realizes he's more into it than the other. And of summer holidays. It's nice but there's nothing special about it. 2/5 Steve Gaynor & Karla Zimonja -Tacoma (game, 2017) (L) Sci-fi game, features lesbian and queer characters. The game is quite slow, it's an exploration/walking simulator really. 2/5 Jean Genet -A Song of Love / Un chant d'amour (short film, 1950, silent) One of the most erotic films I've ever seen. Prisoners in adjacent cells try to communicate through a small hole in the wall. It is a bit pornographic in places, but not actual sex. Should be available on Youtube, though. 4/5 Adam Goldman, Jay Gillespie, Sasha Winters -The Outs (TV/webseries, 2012-13) Comedy thing I saw almost a decade ago. Quite funny, relatable characters. Wouldn't be surprised if it's out of date now. 3/5 Noam Gonick -Hey, Happy! (film, 2001) One of the worst films I've ever seen. Apart from the general lack of budget or production values, I think it was the scene where the bad guy of the story, a flaming queer guy, starts cannibalizing another character. 0/5 Yann Gonzalez -Knife + Heart / Un couteau dans le cœur (film, 2018) Gay-themed slasher film. Good thriller aesthetics and sensibilities. 4/5 Dana Min Goodman & Julia Wolov -Faking It (TV, 2014) (L/G/various) I only watched one season of this, it was pretty cringe. The two main characters decide to fake being lesbians for clout. But the main character gradually realizing she was actually gay was cute. And I had/have a crush on one of the gay guy actors in the series. 2/5 Simon James Green -Noah Can't Even (book, 2017) Funny little rom-com / soap opera set in a village in England somewhere. A bit too YA for me really, but it was funny. The main character Noah spends the book denying he's gay, but ends up falling in love with his best friend anyway. It has a sequel, which I also read. I don't know if the series continued. I think gay young adult/children's books like this are very important and I will always support them even if they're not terribly great. 3/5 John Greyson -Lilies (film, 1996) I saw this just once on an old VHS at my friend's house and fell in love with it. I haven't ever had a chance to see it again. It had the sensibility of a play rather than a film, but it was a decent gay drama. 5/5 Luca Guadagnino - Call Me by Your Name (film, 2017) - see above Guðmundur Arnar Guðmundsson -Heartstone / Hjartasteinn (film, 2016, Icelandic) Coming of age tale set in rural Iceland. Cute. 3/5 Alain Guiraudie -Stranger by the Lake / L'inconnu du lac (film, 2013, French) Erotic thriller set in a cruising spot. Someone gets drowned and the police get involved. Expect lots of naked bodies on display, it contains 'unsimulated' sex. 3/5 Tom Gustafson -Were the World Mine (film, 2008) Kinda weird but very interesting magic-realist film with a super-cute lead actor. I need to find my DVD of this to watch it again! 4/5 Andrew Haigh -Weekend (film, 2011) Two guys fall in love over the course of a weekend. One has to leave at the end, and the relationship is under a time-limit as a result. An easy way to tug at the heartstrings, for sure. This is well-liked and well-known, with good reason. Good chemistry between the leads. (I remember being a little bit reverse-culture-shocked when watching this for the second time after being in Japan for a few years, because of the amount of drugs they take. But that's by the by I guess.) 5/5 Alexis Hall -Glitterland (book, 2013) Something flimsy that I picked up via Audible. I think it was an opposites-attract type of rom-com. It was fine, definitely nothing special though. 3/5 Robert Hasfogel -Men to Kiss / Männer zum Knutschen (film, 2012, German) I saw this in a film festival and it kinda sucked. No idea if it's widely available. The camera was really bad quality, and the plot was..... weird? I think is the best way to describe it. It's a comedy where one half of a gay couple gets very bitchy and aggressive towards his partner's female friend for... no reason? Idk I felt very uncomfortable watching it. 1/5 Todd Haynes -Poison (film, 1991) Triptych art film, it's got sci-fi and horror elements. Sexy and based on the works of Jean Genet. Honestly, though? I wasn't that impressed. 2/5 Julián Hernández -Broken Sky / El ciele dividido (film, 2006, Spanish) Way too long at 139 minutes, and incredibly slow-moving. Dramatic but mainly just an excuse for softcore porn. 1/5 Antony Hickling & Amaury Grisel -Little Gay Boy, ChrisT Is Dead (short film, 2012) I felt viscerally offended by watching this short film (which I think might have been adapted into a feature-length film later). And I think that means it accomplished its goal by being provocative. But I couldn't stop thinking about it. The main character is sexually abused by everyone around him including his mother, and at the end of the film he goes into a BDSM club - so, does that mean all of that was his imagination? Or, was it all real? I think that's the strength of a movie when it can ask these questions and let the audience answer them. The title is also supposed to spell out "LGBT is dead" when read from top-to-bottom. Still not sure what to think about that. ?/5 Eliza Hittman -Beach Rats (film, 2017) I wasn't too keen on this movie - guy has sex with men in private and is homophobic in public - and then it ended with him directly causing the death of one of his hookups and feeling no remorse about it which is the point that I decided the movie was trash. Sure, you can objectify the actors, but at what cost? 1/5 Christophe Honoré -Close to Leo / Tout contre Léo (film, 2002) We follow a kid whose older brother has HIV, but he doesn't know about it. They go on a final trip together. It's a film about brotherly love and it's good at that. But... it's a bit creepy towards the kid as well and strongly implies that he might be gay as well. Some shots linger too long on the kid's body. Thinking about this I'm more and more convinced that that's not OK. 2/5 Nicholas Hytner -The History Boys (film, 2006) High school boys in England and their creepy older teacher. Based on a play by Alan Bennett, and it has that sensibility to it. By the end of it everyone seems to be gay. It's a decent film, I think it's more notable for how many professional actors it's spawned from its young cast - James Corden, Dominic Cooper, Russell Tovey, etc. 4/5 Nicholas Hytner -The Lady in the Van (film, 2015) This one is also based on Alan Bennett's work, but it's more like a biopic - he inadvertently ends up taking care of an old woman played by Maggie Smith. Bennett's writing is acerbic as usual. 4/5 James Ivory - Maurice (film, 1987) - see above Derek Jarman, Paul Humfress -Sebastiane (film, 1976, Latin) Full of mostly naked bodies languishing in the desert sun, this is a retelling of the story of St Sebastian - already a gay icon in his own right but to go into why would be an essay in itself. And all the dialogue is in Latin. It's decidedly not mainstream. 4/5 Derek Jarman -The Angelic Conversation (film, 1985) I'm not really sure what I think about Jarman's work in general - I think it's very important from a film-historical perspective but it's not what you want if you want to be entertained watching, for example, a rom-com. This particular one is erotic imagery overlaid with Shakespeare's Sonnets, narrated by Judi Dench (yes that one). 3/5 Derek Jarman -The Garden (film, 1990) Same as the last one, this is more heavily religious in its imagery. 2/5 Mitchell Jarvis & Wesley Taylor - ***It Could Be Worse (TV/webseries, 2013) This is on my list, but I have zero memory of it. Welp. 2/5 Tomasz Jędrowski -Swimming in the Dark (book, 2020) Romance set during the Polish revolution. Bittersweet, good writing. 4/5 Barry Jenkins -Moonlight (film, 2016) This is one of the more famous ones, it rightfully won the Oscar that year. I love the cinematography, I guess I wasn't as much a fan of the triptych structure. Apparently the stage (or was it book) version switches back and forth between the three characters and it's not at first obvious that they're supposed to be the same guy at different ages. It works this way, it just doesn't have as much of a sense of connection. 4/5 Craig Johnson -Alex Strangelove (film, 2018) Cheesy high school rom-com. Feels like a TV movie. I don't want to be too down on it, it was OK. But 2/5 Mischa Kamp -Boys / Jongens (film, 2014, Dutch) Every frame is a work of art. But this is the PG-rated version*. Very cute teen romance. 5/5 *the UK DVD release is, annoyingly, rated 18 because of a bundled short film which is very un-PG. Don't let that put you off, the main feature is suitable for children. Alexandra-Therese Keining-Girls Lost / Pojkarna (film, 2015, Swedish) (L/T/Q) Saw this in a film festival, not sure how widely available it is. Magical realist story in which a group of teen girls drink a magic potion and become boys for a short time. One of them doesn't want to go back. Cute. 4/5 Justin Kelly -King Cobra (film, 2016) Biopic / dramatized documentary about Brent Corrigan, the porn star. He famously faked his age when he first got into porn, and was actually 17. Meanwhile the producers are off hatching plots against each other behind the scenes. Based on a book, apparently. The movie is fine, I guess. Derailed a bit by James Franco. 2/5 Jonathan Kemp -Twentysix (book, 2011) Erotic short story collection, one for each letter of the alphabet. A good starting point for getting into queer literature. 3/5 Beeban Kidron -To Wong Foo, Thanks for Everything! Julie Newmar (film, 1995) (T?) This unwieldy title is supposed to be a letter, if that makes sense. With an address and sign-off. In my opinion this is kind of a remake of The Adventures of Priscilla, Queen of the Desert but in America, though it quickly ditches the road trip pretense and spends most of its time in one small town, where the drag queens win over the hearts and minds of the initially-reticent population. Unlike Priscilla, they aren't ever seen out of drag, and the film as a whole has a more comedic tone - Priscilla had more of a bite when it needed to. So not quite as much of a classic. But watch it just to see Wesley Snipes, Patrick Swayze, and John Leguizamo in drag. 3/5 Kim Jho Kwang-soo -Just Friends? / 친구사이? (short film, 2009, Korean) A young gay couple clash with Christianity and with the ban on gays in the Korean military. Cute. 3/5 Josh Kim -How to Win at Checkers (Every Time) / พี่ชาย My Hero (film, 2015, Thai) Very similar plot to Close to Leo, a younger brother idolizes his older brother, who is descending into a life of hedonism. Heartwarming and bittersweet. 4/5
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