Share Picks 2025

Thargor

https://www.boards.ie/discussion/comment/124008207#Comment_124008207

Yeah I lost a packet on them and A40 or whatever that sh1t was aswell. I was up crazy amounts at one stage on them too.

Patsy167

Instead of simply selling and bearing all the associated taxation costs, are there alternative methods to mitigate potential losses during a significant market downturn? Would employing options strategies be an effective approach?

drunkmonkey

shorting European defence stocks is free money right now, the likes of Rheinmetall AG could have some serious corrections coming.

Nody

https://www.boards.ie/discussion/comment/124013697#Comment_124013697

You assume Putin will actually sign a peace treaty which is a novel idea; Trump can rant all he likes about Ukraine but Putin is the one who will say no in the end (in short anything can be blamed on the war atm; if the war ends Putin will stand there in the Emperor's new clothes with a shattered economy to explain away). And if the USA don't want to send more weapons there are plenty of European countries who are willing to send from European manufacturers instead (and that's before we talk about the upcoming orders such as the cancellation of Boeing's AWAC etc.).

drunkmonkey

European defence stocks are all dropping that’s not telling me the EU is going to keep this going without the US. Zelenskyy sounded positive about the talks, political at home he seems to be in trouble, I can’t see how holding out is going to benefit him in any way.
You’re correct it’s down to Putin but this plan gives him more than he has now, it’s possible he’ll bite.

doctorg

https://www.boards.ie/discussion/comment/124013697#Comment_124013697

which broker do you use to short ?

howsshenow

I tipped a Gold and Copper exploration Company by the name of Arizona metals earlier this year and its share price has had a terrible year.

Its biggest blogger promoter turned activist got 3 of the Directors voted off and then throws the toys out of the pram and decides to dump his considerable holdings plus encourages his followers to do the same. This combined with huge tax loss selling by people who have multi bagged on other mining jstocks to offset their profits. Also the gdx fund sold out because it fell under their Mkt cap rules.

Meanwhile the Company is delivering on its commitments. Its Ceo is a veteran who doesn't believe in giving weekly drill results etc so lets see what rabbits he pull out of the hat in the near term.

It's an interesting story and worth keeping an eye on. The big funds won't buy in until they publish their PEA (economical assessment) which has been pushed out until Q1 2026.

Some links below for info..

https://tokstocks.substack.com/p/tax-loss-season-in-microcaps-part

https://x.com/AzMetalsInvest/status/1969022643811582010?s=20

https://x.com/allanbreports/status/1984317923989565764?s=20

herbalplants

LAC had a moment there riding high then came back down

Bacchus

https://www.boards.ie/discussion/comment/124018783#Comment_124018783

Only skimmed through some articles and quotes on them. They've about a year of cash left to keep operating and don't expect to start mining until the 2030s. Feels like a roll of the dice whether it'll produce a pay day or leave you holding bags.

howsshenow

Re AZM, its a recovery play for all the reasons above.

Typical of these situations everyone asks ..but why is the price so cheap?

The Management here are being very coy since the AGM debacle, there is a lot of newsflows pending. They have engaged a very respected firm to carry out the PEA. (G mining)

Is it mine able, do they have water, when will the money run out etc?....thats all to be revealed soon.

It's copper, gold and silver in Arizona & not the Congo. I am happy speculating here. Dyor

Central Banks are buying Gold and Silver we are in a new era.

Thargor

NBIS up 15% since I bought, just said feck it and sold my boring semiconductor ETF and ploughed it in there aswell, figured the semiconductor ETF would get wiped out in a bubble pop anyway so might as well go for a moon shot for the next few months. They literally cant fill a fraction of their orders and revenue growth is in triple digits so lets see what comes.

Im stockpiling cash from now on though in case of a crash, my PF is 30% S&P and World ETFs, 20% AI/semiconductor and 50% Australian miners by weight at the minute, what could possibly go wrong? 🤣

Supercell

Been a good year for me. Felling a bit nervous that markets are a bit toppy (yes i know December is usually the best month) so decided to sell a bit to max out my CGT gain for the year and use up carried forward losses and to have a little hedge if things do drop. Not huge amounts obviously but ticking over nicely.

Haven't sold anything in the Davy Pension PRSA and dont intend too as thats not going to be touched for years anyhow and no yearly CGT allowance to take benefit of on gains.

Thargor

One of the FTs main investment gurus has gone all cash:

https://www.removepaywall.com/search?url=https://www.ft.com/content/81fde5a1-5ece-4b1e-9819-08c780f537b8

Nody

https://www.boards.ie/discussion/comment/124027014#Comment_124027014

And he sold off in 2023 as well being wrong; to me this is sounding far to much as Nouriel Roubini ("Dr Doom") who's trotted out over and over again to tell us all that it will crash shortly because he happened to guess the 2008 crash. Yes, I agree with him we're in a bubble but knowing when it will end? Yea, good luck on that one…

Thargor

Ah, wasnt aware of the 2023 selloff. Not selling but its cash hoarding for me from now on though.

How are peoples pensions doing? Mine has gone mad since I switched to Unios highest risk/growth fund whose name escapes me atm, up 40% this year.

Dr Robert

Pensions are performing well after a tough first quarter this year. They almost always bounce back quick enough

antimatterx

https://www.boards.ie/discussion/comment/124027150#Comment_124027150

Mines up 50% since April including contributions.

Shedite27

https://www.boards.ie/discussion/comment/124027140#Comment_124027140

https://www.boards.ie/discussion/comment/124027258#Comment_124027258

Where do ye have your pensions? None of the Irish providers have anything performing that well that I see, apart from pure physical gold funds.

Aviva Funds - max main equities funds 13% YTD (cantor)

New Ireland - Nothing over 10%

Irish Life - Only show a 1 yr but again, no mainstream equities above 15%

greyday

https://www.boards.ie/discussion/comment/124034112#Comment_124034112

Unless you were hedged back to Euro from US equities you lost about 10% on currency conversion alone this year.

notsocutehoor

CRH added to S&P 500 this evening

JVince

Currency, esp USD, will affect US share prices for us here in 2026.

Trump is not being overly public on it, but a weaker dollar means imports are less attractive and US exports become more attractive.

ECB is likely to hold steady in 2026 - possibly even a small increase if inflation moves any higher (but commodity prices are dropping, so I don't think that will happen)

New Fed chairman will be a trump pick - he's such a simpleton that he'll just pick whoever promises him the biggest interest rate drops. That will weaken the dollar - but at the same time strengthen companies with high borrowings.

Most analysts are suggesting $1.26-$1.30 for the dollar V Euro. So up to 10% swing. Very few if any are suggesting any strength in the dollar before mid year.

Any settlement of Ukraine will see euro strength, that could see it move higher than the forecasts.

But then, once the new fed chairman is in situ and has his first rate setting meeting and dust settles on Ukraine, US dollar could rally from Q4 and into 2027.

Just my view based on keeping up to date with several currency analysts.