Share Picks 2017

Pawwed Rig · 05-08-2017 05:47PM

lightspeed wrote: »

Im thinking of investing in permanent TSB shares currently trading at €1.90 per share.

I would suspect that PTSB will be sold off at some point thereby crystallising a share price against a larger international bank

lightspeed · 05-08-2017 05:56PM

Pawwed Rig wrote: »

I would suspect that PTSB will be sold off at some point thereby crystallising a share price against a larger international bank

Apologies but im not quite sure what you mean by "crystallising a share price against a larger international bank".

Like lets assume i have bought 2000 shares at 1.90 in PTSB and then its buy up by a bigger bank, would those share not likely see a large increase?

What is likely to happen to my investment in above scenario?

Is it not usually the case that shares increase when there is talk of an acquisition?

I would have thought it unlikely that it could be bought up by one of the other irish banks as i read an article that there was talk of AIB merging with PTSB during the height of the crisis, but even then it would not have been to allowed due to competition issues it would lead to.

05-08-2017 06:27PM

lightspeed wrote: »

Like lets assume i have bought 2000 shares at 1.90 in PTSB and then its buy up by a bigger bank, would those share not likely see a large increase?

What is likely to happen to my investment in above scenario?

Is it not usually the case that shares increase when there is talk of an acquisition?

PTSB is regarded as the worse/weakest of the Irish Banks. If it were to be bought out, it could be more in the line of a rescue than a buyer seeing a great future opportunity. In such a case the price could be quite low.

Interest rates will have to rise sooner or later and this will have a serious impact on banks like PTSB which havent yet got their mortgage book in decent condition.

Pawwed Rig · 05-08-2017 09:17PM

lightspeed wrote: »

Like lets assume i have bought 2000 shares at 1.90 in PTSB and then its buy up by a bigger bank, would those share not likely see a large increase?

You would receive an amount of shares in the purchasing bank equivalent in value to the current market price of your PTSB investment. You would not be getting 1 for 1. Once you have the new shares then the potential gains would be lower (with a more stable investment).

Always assuming PTSB survives of course.

RobertKK · 08-08-2017 02:56PM

Cute Hoor wrote: »

Well done sir on this suggestion back on 11th February, up 133% since you posted and 171% and 275% on your own investments in ESPR. I hope you held on and that you have millions invested.

Unfortunately I didn't jump on board :(:(:(:(

Wish I had millions to invest.
They announced results today and the main drug has gone to the next phase following positive trial.
Possibility it could get to $70+ in coming weeks.

Francie Barrett · 08-08-2017 04:34PM

lightspeed wrote: »

Hi all, just recently ive started looking at investing in stocks and little to no knowledge in it.

Im curious to hear opinions on some stocks.

Im thinking of investing in permanent TSB shares currently trading at €1.90 per share.

Im aware from recent news that they still have a large amount of underperforming loans and are Irelands most indebted bank.

However, my theory is that as with the other banks, this debt will be cleared in next few years and company should return to higher profits.

I saw bank of ireland is €7.00 a share and its not like they were not heavily indebted just few years ago.

Am i wrong to think that few years from now permanent TSB share price could grow to were BOI is now?

Are there much better returns to be had elsewhere that its not worth investing in PTSB?

To me it seems albeit a more longterm holding, it should be a decent investment.

No disrespect, but nothing what you've said here makes any sense. You cannot get informed about a bank like PTSB by looking at the share price and reading newspaper articles.

Before anyone even considers investing in a bank, they should be able to understand and know things like what sort of return on equity (ROE) does the bank generate. They should know the price to tangible book value. They should know the CET1 ratio. They should know what the net interest rate margin is (NIM). They should know the level of NPL (non-performing loans) and the amount that's already provisioned on the books for future NPL's. They should know what sort of lending the bank does (residential, real estate, commercial, etc.). They should know the cost/income ratio. Most importantly of all, they should be able to look at all their peers and be able to evaluate, which banks is the better run one, while still relatively cheap.

If you are not able to answer the above questions, you have no business investing in a bank.

Wheety · 09-08-2017 09:33AM

As above but also:

lightspeed wrote: »

Im thinking of investing in permanent TSB shares currently trading at €1.90 per share.

I saw bank of ireland is €7.00 a share and its not like they were not heavily indebted just few years ago.

You can't just compare like that. If you had looked into this a few weeks ago you would have seen BOI shares at around 24c. The shares were consolidated on a 30:1 basis recently.

It depends on the number of shares which are available.

cork93 · 09-08-2017 11:09PM

crushproof wrote: »

Someone else previously mentioned Lipocine - LPCN. Strong contender for some very good gains but take a look first. I got in at 3.30 at the start of the year and it's been steadily gaining, especially in the last month or so. Hovering around 5.00 now. I'm sticking with it long term as the prospects are fantastic. So if you're looking for a long term investment I'd go with these guys.

Any more info on this? I'm not seeing a lot online

LG1234 · 10-08-2017 02:09PM

Cap xx are on the verge of announcing some licences for their capacitors. They've been loss making for a few years but have been involved in a lot of r&d.
Shares round 12c at the moment but this will rise quite a bit in my opinion

BrokenArrows · 10-08-2017 02:15PM

LG1234 wrote: »

Cap xx are on the verge of announcing some licences for their capacitors. They've been loss making for a few years but have been involved in a lot of r&d.
Shares round 12c at the moment but this will rise quite a bit in my opinion

Where is your source of information that they are on the verge?

BrokenArrows · 11-08-2017 09:25AM

SNAP is taking a hammering. Worst performing IPO of 2017!!
Luckily i stayed clear.

LG1234 · 17-08-2017 12:21PM

BrokenArrows wrote: »

Where is your source of information that they are on the verge?

An educated guess based on interviews, agms, results and other research.

Thargor · 17-08-2017 09:01PM

LG1234 wrote: »

An educated guess based on interviews, agms, results and other research.

That was a damn good tip LG, up about 30% since your post, so you think it has more to run?

LG1234 · 21-08-2017 03:25PM

Thargor wrote: »

That was a damn good tip LG, up about 30% since your post, so you think it has more to run?

I think so. I'd be fairly confident this will hit 20p a share in the not to distant future. I got in at 7p a share but went in again a couple if weeks ago at 11p, I think there's a lot to go with this company but obviously do your own research.

Prezatch · 25-08-2017 08:43AM

Another small cap stock pick in the junior lithium mining space I like is Argosy Minerals. This is a high risk, high return stock.

Trades on the ASX with a market cap of around 100m AUD, currently trading at 14.5c. They have recently obtained 26m of funding which fully covers the cost of the stage 2 pilot plant and apparently are on track to have this producing by March 2018. If this works out, it will be on to stage 3 (producing a much larger amount in larger plant). They have recently also acquired additional tenements for stage 3, a good sign that they plan to scale up. There is a good bit of hype around this stock at the moment and it is heavily traded. I think it could go to +20c very soon.

LG1234 · 13-09-2017 12:23AM

Prezatch wrote: »

Another small cap stock pick in the junior lithium mining space I like is Argosy Minerals. This is a high risk, high return stock.

Trades on the ASX with a market cap of around 100m AUD, currently trading at 14.5c. They have recently obtained 26m of funding which fully covers the cost of the stage 2 pilot plant and apparently are on track to have this producing by March 2018. If this works out, it will be on to stage 3 (producing a much larger amount in larger plant). They have recently also acquired additional tenements for stage 3, a good sign that they plan to scale up. There is a good bit of hype around this stock at the moment and it is heavily traded. I think it could go to +20c very soon.

Good shout! Its been rising nicely since your post

crushproof · 13-09-2017 11:34AM

LG1234 wrote: »

Thargor wrote: »

That was a damn good tip LG, up about 30% since your post, so you think it has more to run?

I think so. I'd be fairly confident this will hit 20p a share in the not to distant future. I got in at 7p a share but went in again a couple if weeks ago at 11p, I think there's a lot to go with this company but obviously do your own research.

Great shout. Now if I paid attention to the Cap xx squiggle I wrote down on my diary at the time I read your original post I'd be very happy!

crushproof · 13-09-2017 11:34AM

LG1234 wrote: »

Thargor wrote: »

That was a damn good tip LG, up about 30% since your post, so you think it has more to run?

I think so. I'd be fairly confident this will hit 20p a share in the not to distant future. I got in at 7p a share but went in again a couple if weeks ago at 11p, I think there's a lot to go with this company but obviously do your own research.

Great shout. Now if I paid attention to the Cap xx squiggle I wrote down on my diary at the time I read your original post I'd be very happy!

LG1234 · 13-09-2017 12:20PM

crushproof wrote: »

Great shout. Now if I paid attention to the Cap xx squiggle I wrote down on my diary at the time I read your original post I'd be very happy!

I have a lot of money in this share so follow it very closely. I also follow the trends with it. It's down a bit today, so if I was buying I'd buy today while it's around 16.5p. My prediction is on Friday it will close around 18p. I could be totally wrong, but based on previous trends this seems to be the way it plays out.

Also expecting an RNS any day now but more importantly waiting for info on new contracts

Prezatch · 14-09-2017 01:31PM

Prezatch wrote: »

Another small cap stock pick in the junior lithium mining space I like is Argosy Minerals. This is a high risk, high return stock.

Trades on the ASX with a market cap of around 100m AUD, currently trading at 14.5c. They have recently obtained 26m of funding which fully covers the cost of the stage 2 pilot plant and apparently are on track to have this producing by March 2018. If this works out, it will be on to stage 3 (producing a much larger amount in larger plant). They have recently also acquired additional tenements for stage 3, a good sign that they plan to scale up. There is a good bit of hype around this stock at the moment and it is heavily traded. I think it could go to +20c very soon.

I'm hoping this golden goose will continue to give more tomorrow but at 21c it has achieved what I initially wanted it to. Given the current euphoria around the industry this past two weeks I will continue to hold, reconsider if it reaches the 25-30c range.

Pawwed Rig · 17-09-2017 05:59PM

What platform do you use to trade in this stock? My account doesn't recognise the ticker.

y0ssar1an22 · 17-09-2017 07:06PM

will everyone be offloading their ryanair shares tomorrow morning?

Pawwed Rig · 17-09-2017 08:34PM

y0ssar1an22 wrote: »

will everyone be offloading their ryanair shares tomorrow morning?

I see opportunity

Prezatch · 18-09-2017 08:02AM

Pawwed Rig wrote: »

What platform do you use to trade in this stock? My account doesn't recognise the ticker.

Ticker is AGY, platform I use is Degiro.

However I would not recommend buying the stock now, it has seen almost 100% gain inside a month so the potential for more upside in the short term is low.

Prezatch · 18-09-2017 08:21AM

Next pick is EUC, European Cobalt Ltd. This company is one of the few cobalt miners not located in the DRC which is the first positive. Secondly they have much higher grades than some of their competitors. Also today just announced a huge increase in the potential size of their flagship project - they acquired a large plot of land and when drill results come back for this, there should be strong upside. The price closed up 29% today at 11.5 so hopefully there will be some pullback tomorrow. Market cap 65m AUD so again, this is very high risk.

Thargor · 18-09-2017 09:14AM

Prezatch wrote: »

Next pick is EUC, European Cobalt Ltd. This company is one of the few cobalt miners not located in the DRC which is the first positive. Secondly they have much higher grades than some of their competitors. Also today just announced a huge increase in the potential size of their flagship project - they acquired a large plot of land and when drill results come back for this, there should be strong upside. The price closed up 29% today at 11.5 so hopefully there will be some pullback tomorrow. Market cap 65m AUD so again, this is very high risk.

Does the Australian real estate market make you nervous about holding Aussie shares? PLS are my best performer and I have a nice chunk of them but I hesitate to convert any more of my funds to AUD, the whole market seems like a bonfire soaked in petrol waiting for their 2008 moment, the government keeps adding fuel aswell, letting people roll their pensions into mortgage applications and every other bit of leverage they can come up with...

Prezatch · 18-09-2017 10:25AM

Thargor wrote: »

Does the Australian real estate market make you nervous about holding Aussie shares? PLS are my best performer and I have a nice chunk of them but I hesitate to convert any more of my funds to AUD, the whole market seems like a bonfire soaked in petrol waiting for their 2008 moment, the government keeps adding fuel aswell, letting people roll their pensions into mortgage applications and every other bit of leverage they can come up with...

The picks I have made are tiny by comparison to the likes of PLS and GXY and are not long term plays for me. It's a case of getting in early sub 100m market cap, hope for a high return on short term news/hype and get out. So currency isn't really an issue for me.

I have been watching lithium/cobalt stocks go from boom to bust and back again since mid 2016. With that comes a slight level of experience around timing.

Long term, I would have loved to have SQM in my portfolio 3 months ago - great stock with huge potential and is in USD.

b4bmm · 18-09-2017 10:50AM

Prezatch wrote: »

Next pick is EUC, European Cobalt Ltd. This company is one of the few cobalt miners not located in the DRC which is the first positive. Secondly they have much higher grades than some of their competitors. Also today just announced a huge increase in the potential size of their flagship project - they acquired a large plot of land and when drill results come back for this, there should be strong upside. The price closed up 29% today at 11.5 so hopefully there will be some pullback tomorrow. Market cap 65m AUD so again, this is very high risk.

For me the much better Cobalt play is BMT. Berkut Minerals.
Congo have presnedential elections end of year which could be a boon for all
Non African Cobalt plays, not to mention the already controversial child labour in the region.

Way undervalued compared to EUC.
BMT MC between $15-20M.
Cash approx $6M.
MC is One third of EUC and less than. $10m EV.
Extremely tight register of only 33M tradable shares.
Approx 50M total some in escrow.
Recent placement to Canaccord of $1.5M and they have been buying ever since.

Operating in Scandinavia close to Cobalt refinery.
Drilling to start next month hopefully, in a proven Cobalt producing region that is yet to be tested by modern exploration methods, good results and this will fly.
At $1 a share the company is still undervalued to EUC currently.
Currently trading at 30c.

Wheety · 18-09-2017 04:05PM

y0ssar1an22 wrote: »

will everyone be offloading their ryanair shares tomorrow morning?

I left it too late. Only have 90 shares but lost about €100 by the time I sold them. Still up €200 in less than a year. (I'm obviously a very small time investor).

Hopefully they drop back to what I previously bought them at. Around €14. I'll go back in and get a few more.

beertons · 18-09-2017 04:19PM

b4bmm wrote: »

For me the much better Cobalt play is BMT. Berkut Minerals.
Congo have presnedential elections end of year which could be a boon for all
Non African Cobalt plays, not to mention the already controversial child labour in the region.

Way undervalued compared to EUC.
BMT MC between $15-20M.
Cash approx $6M.
MC is One third of EUC and less than. $10m EV.
Extremely tight register of only 33M tradable shares.
Approx 50M total some in escrow.
Recent placement to Canaccord of $1.5M and they have been buying ever since.

Operating in Scandinavia close to Cobalt refinery.
Drilling to start next month hopefully, in a proven Cobalt producing region that is yet to be tested by modern exploration methods, good results and this will fly.
At $1 a share the company is still undervalued to EUC currently.
Currently trading at 30c.

I can't find them at all.

Share Picks 2017

Comments