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Share Picks 2018

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    #692
    Captainsatnav
    Registered Users Posts: 913 ✭✭✭Captainsatnav


    What's the equity though?


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    #693
    drunkmonkey
    Registered Users Posts: 28,120 ✭✭✭✭drunkmonkey


    Don't know if you go down the bottom here and hit documents in English it gives the overview, not sure how you play it though as in buy or sell it https://beursproducten.vontobel.com/NL/EN/Product/DE000VA3Z6G2?ReturnUrl=%2fNL%2fEN%2fshowpage.aspx%3fpageID%3d750%26SearchTerm%3dTesla&FromPath=_Additional+Navigation--_Pages--Search+Result--


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    #694
    Captainsatnav
    Registered Users Posts: 913 ✭✭✭Captainsatnav


    " Debt instrument represented by a global bearer security and registered in uncertificated book-entry form, governed by German law."
    Are those my feet?


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    #695
    Thargor
    Registered Users Posts: 17,885 ✭✭✭✭Thargor


    Can someone explain what the feck the last few posts are and that chart are on about please?


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    #696
    drunkmonkey
    Registered Users Posts: 28,120 ✭✭✭✭drunkmonkey


    Thargor wrote: »
    Can someone explain what the feck the last few posts are and that chart are on about please?

    How to make the most money shorting Tesla on Degiro, the link above was the biggest moving short today.


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    #697
    Kuva
    Closed Accounts Posts: 870 ✭✭✭Kuva


    Lorelei Fancy Lifeguard wrote: »

    Final Fantasy VII Remake | TBA

    Their she is, when that gets a date, buy square.


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    #698
    Captainsatnav
    Registered Users Posts: 913 ✭✭✭Captainsatnav


    Lot of Q2s out today - any tips to buy for those that will release earnings after closing?


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    #699
    Gruffalo22
    Registered Users Posts: 116 ✭✭Gruffalo22


    I'd recommend buying Micron (MU) as it's executing well, is incredibly cheap and has a 10bn stock buyback starting later this year. It's price is at a recent low but I can see it going up over the next year

    It's stats compared to others mentioned here:
    Price/Book
    Price/Earnings
    Micron 2.1
    4.9
    Nvidia 19.3
    39
    Twitter 4.3
    102.7
    Intel 3.2
    16.9

    See articles below for further research

    https://seekingalpha.com/symbol/MU?s=mu
    https://seekingalpha.com/article/4188687-great-wall-micron


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    #700
    unkel
    Registered Users Posts: 65,004 ✭✭✭✭unkel


    drunkmonkey wrote: »
    Made enough off them last year, wasn't going to haggle over a few cent. :)

    I got em today :)


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    #701
    drunkmonkey
    Registered Users Posts: 28,120 ✭✭✭✭drunkmonkey


    unkel wrote: »
    I got em today :)

    Picked up a few more myself, took a small punt on Peugeot as well should have bought them months ago when I was thinking of it


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    #702
    ct5amr2ig1nfhp
    Closed Accounts Posts: 5,019 ✭✭✭ct5amr2ig1nfhp


    Must take a look at some of the car manufacturers. I do not have any in my portfolio.

    Do you guys have a target price for Porsche or Peugeot?


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    #703
    Skelet0n
    Registered Users Posts: 372 ✭✭Skelet0n


    Any of you been following $HMNY? Brutal stuff.


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    #704
    drunkmonkey
    Registered Users Posts: 28,120 ✭✭✭✭drunkmonkey


    Lorelei Fancy Lifeguard wrote: »
    Must take a look at some of the car manufacturers. I do not have any in my portfolio.

    Do you guys have a target price for Porsche or Peugeot?

    Porsche somewhere around €75 by end of October, Peugeot I don't know but their fortunes have improved this year and new models selling well. I'd be happy with a 10% return in the next few months.
    I regret selling Ferrari at €100 I chickened out but was in around fifty.
    Volvo is another I want to have a closer look at.


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    #705
    unkel
    Registered Users Posts: 65,004 ✭✭✭✭unkel


    Lorelei Fancy Lifeguard wrote: »
    Must take a look at some of the car manufacturers. I do not have any in my portfolio.

    DYOR but Hyundai look like they have very aggressive long term plans. They already have the highest margin of any car mass manufacturer (after BMW). I made a quick punt on them earlier this year when they were at a low and cashed out just a week later. Not sure what they are at now but could be a good longer term investment

    If you look around you, there are Hyundais everywhere (and Kia - part owned by Hyundai and sharing platforms and technology)

    I'd say there plan is to take over Toyota's position. Worldwide.


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    #706
    drunkmonkey
    Registered Users Posts: 28,120 ✭✭✭✭drunkmonkey


    What do you think of Madza this new skyactive X engine looks promising.


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    #707
    unkel
    Registered Users Posts: 65,004 ✭✭✭✭unkel


    I wouldn't put a cent into a company that doesn't do anything EV tbh :)

    ICE are very fast on the way out


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    #708
    drunkmonkey
    Registered Users Posts: 28,120 ✭✭✭✭drunkmonkey


    They are doing something in that space think a release in 2020...this engine is seemingly cleaner than a Tesla.


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    #709
    unkel
    Registered Users Posts: 65,004 ✭✭✭✭unkel


    Cleaner than a zero emissions car powered up by 100% renewables? I don't think so :p

    In Norway only full EVs are allowed to be sold from 2025. That's just 6 years away. The Netherlands the year after. All other countries will follow.


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    #710
    AlmightyCushion
    Moderators, Education Moderators, Technology & Internet Moderators Posts: 35,057 Mod ✭✭✭✭AlmightyCushion


    drunkmonkey wrote: »
    What do you think of Madza this new skyactive X engine looks promising.

    Any efficiency improvements in combustion engines is obviously great but it's just delaying the inevitable. EVs are where things are going.


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    #711
    lucky john
    Registered Users Posts: 838 ✭✭✭lucky john


    drunkmonkey wrote: »
    They are doing something in that space think a release in 2020...this engine is seemingly cleaner than a Tesla.

    :rolleyes: Better then Zero emissions so. Next you'll be telling us it purifies clean air, or is that a VW?


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    #712
    AlmightyCushion
    Moderators, Education Moderators, Technology & Internet Moderators Posts: 35,057 Mod ✭✭✭✭AlmightyCushion


    Mazda haven't exactly said the engine is cleaner than an electric. They are comparing the emissions of their engine to the emissions used to generate the electricity you use to charge an EV. They have said their new engine is cleaner than an EV when the electricity for the EV comes from coal or petrol and that their engine comes close when the electricity comes from a mix of coal, petrol and gas. So, it's not quite as drunkmonkey said above. I kinda get their point but I think it's a flawed logic. Governments are increasing the amount of electricity we get from clean sources which means that an EV sold today will get cleaner as time goes by whereas a car with a skyactiv engine won't (or possibly will get worse, I'm not sure how engine age and use affects emissions but I'd say it does get worse).

    Regardless, I still don't think it's going to make much of a difference. Even if engines like this were just as green as an EV, governments will still incentivise and push EVs and punish petrol/diesel cars. EVs are cheaper to run as well, so considering most people spend XX,000s on a new car just to save a few hundred a year on tax I can see them taking off big time once most of the concerns people have with EVs are ironed out whether they are better for the environment or not.


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    #713
    drunkmonkey
    Registered Users Posts: 28,120 ✭✭✭✭drunkmonkey


    Elon delivered a Tesla to a customer in a combustion engined truck the other day. It's not dead any time soon, I'll probably see my hoverboard before a Tesla truck.

    Wheel to wheel emissions, I think Mazda have a point in looking at the full picture https://www.evo.co.uk/mazda/20966/mazda-says-skyactiv-x-is-competitive-with-ev-emissions-till-infrastructure-improves


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    #714
    AlmightyCushion
    Moderators, Education Moderators, Technology & Internet Moderators Posts: 35,057 Mod ✭✭✭✭AlmightyCushion


    drunkmonkey wrote: »
    Elon delivered a Tesla to a customer in a combustion engined truck the other day. It's not dead any time soon, I'll probably see my hoverboard before a Tesla truck.

    Wheel to wheel emissions, I think Mazda have a point in looking at the full picture https://www.evo.co.uk/mazda/20966/mazda-says-skyactiv-x-is-competitive-with-ev-emissions-till-infrastructure-improves

    This new engine technology doesn't affect trucks. Regardless, large trucks and buses will eventually change to EV. It's already happening. It could happen quicker than the switch over in cars because of the cost savings for companies.

    As for well to wheel emissions, there is some merit in looking at that but even still Mazda are saying their engines aren't as green as an EV they are saying the difference is about 10%. Most people don't care about emissions. Even if an EV produces more well to wheel emissions than a skyactiv x engine, the EV will still be cheaper to run and maintain. People will choose that over the greener car.


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    #715
    unkel
    Registered Users Posts: 65,004 ✭✭✭✭unkel


    AlmightyCushion wrote: »
    Governments are increasing the amount of electricity we get from clean sources which means that an EV sold today will get cleaner as time goes by


    That's it in a nutshell. And even today in Ireland, the dirty man of Europe when it comes to emissions, we already have up to 75% of our electricity coming from wind at night (when most EVs charge)

    Most of the EU will have 100% renewable electricity within a decade or so


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    #716
    drunkmonkey
    Registered Users Posts: 28,120 ✭✭✭✭drunkmonkey


    AlmightyCushion wrote: »
    This new engine technology doesn't affect trucks. Regardless, large trucks and buses will eventually change to EV. It's already happening. It could happen quicker than the switch over in cars because of the cost savings for companies.

    As for well to wheel emissions, there is some merit in looking at that but even still Mazda are saying their engines aren't as green as an EV they are saying the difference is about 10%. Most people don't care about emissions. Even if an EV produces more well to wheel emissions than a skyactiv x engine, the EV will still be cheaper to run and maintain. People will choose that over the greener car.

    It can effect them it's scalable so should find it's way into trucks. If EV's have a serious impact it should in turn lead to falling oil prices which should make a skyactive X a lot more appealing. Battery technology has to overtake the combustion engine before there's a serious uptake, even Apple with all it's billions can't make a phone last the weekend.
    I'm not convinced lithium batteries in there current capacity are the way forward, I think there dangerous and it'll become more of an issue as adoption grows and the stock ages.

    This is a good read takes a few mins https://www.wired.co.uk/article/smartphone-battery-life-lithium-ion-future
    Buy Sony for future battery tech play?


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    #717
    AlmightyCushion
    Moderators, Education Moderators, Technology & Internet Moderators Posts: 35,057 Mod ✭✭✭✭AlmightyCushion


    drunkmonkey wrote: »
    It can effect them it's scalable so should find it's way into trucks. If EV's have a serious impact it should in turn lead to falling oil prices which should make a skyactive X a lot more appealing. Battery technology has to overtake the combustion engine before there's a serious uptake, even Apple with all it's billions can't make a phone last the weekend.
    I'm not convinced lithium batteries in there current capacity are the way forward, I think there dangerous and it'll become more of an issue as adoption grows and the stock ages.

    This is a good read takes a few mins https://www.wired.co.uk/article/smartphone-battery-life-lithium-ion-future
    Buy Sony for future battery tech play?

    Big trucks use diesel not petrol. They would change to EV sooner than petrol I'd say. Also, if petrol prices come down to the point they get even kinda close to the cost of running an EV, you can bet your ass governments will just add more taxes on to petrol to "encourage green technologies" which is always a great excuse to add a new tax.

    There is nothing technologically stopping Apple making a phone that lasts longer, they could do it tomorrow if they wanted to. It would just have to be thicker to accommodate a larger battery. Apple are prioritising thinness over battery life as they believe that's what the market cares about more, it's working for them. There's nothing stopping a car manufacturer making a car with a much larger battery and therefore much larger range, than currently available. It would just be a lot more expensive. EV range is already as good as most people need it to be. A whole load of EVs have been released that can do a range of nearly 250 miles on a single charge. London to Liverpool is only 220 miles distance and it takes 4 hours. If you need to drive further than that, you're probably gonna stop and take a break anyway so you have time to charge. Even if you didn't want to stop, most people wouldn't be doing that distance more than once in a blue moon so probably wouldn't care too much either way.

    EVs certainly don't work for all use cases currently but they do for most. I'm not saying petrol/diesel is dead right now but long term EVs are taking over.


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    #718
    unkel
    Registered Users Posts: 65,004 ✭✭✭✭unkel


    drunkmonkey wrote: »
    even Apple with all it's billions can't make a phone last the weekend.

    Apple has a lot of billions, but it doesn't spend much money on research :p

    But seriously, a mobile phone lithium-ion battery typically has 2 or 3 cells. Lithium-ion cells die randomly. If one cell in the phone dies, you'd be annoyed as battery life is severely reduced. If 2 die, the phone is in the bin and it's time for an upgrade to the latest even more expensive iPhone. Apple don't really mind this :p

    An EV has thousands and thousands of cells. You wouldn't notice any reduction in range until hundreds of batteries have died. Which is probably the best part of 10 years down the road


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    #719
    ct5amr2ig1nfhp
    Closed Accounts Posts: 5,019 ✭✭✭ct5amr2ig1nfhp


    And what about hydrogen fuel cells lads... :pac:


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    #720
    ct5amr2ig1nfhp
    Closed Accounts Posts: 5,019 ✭✭✭ct5amr2ig1nfhp


    Ah Ryanair my old friend. Down 20% in the last 10 days. Still heading south.


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    #721
    Bob Harris
    Registered Users Posts: 3,462 ✭✭✭Bob Harris


    Lorelei Fancy Lifeguard wrote: »
    Ah Ryanair my old friend. Down 20% in the last 10 days. Still heading south.

    I was close to getting a few when it dipped under 14 but held off because of announced strikes that have gotten worse since. Still room to fall more I think.


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