Share Picks 2017

b4bmm · 18-09-2017 11:42PM

beertons wrote: »

I can't find them at all.

Not sure why you can't find them.
BMT is the code on the ASX.
Here is the website.

http://berkutminerals.com.au

Prezatch · 19-09-2017 08:00AM

Wheety wrote: »

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.

Gahhhh!! This is classic panic investor behaviour. Ryanair is an excellent company with good prospects for future gains in share price. The flight cancellation fiasco is a minor blip for them and they will recover very shortly. So you've sold low and are now planning to 'go back in and get a few more' by buying high.

Sell into good news not into bad news.

lazybones32 · 19-09-2017 08:23AM

Wheety wrote: »

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.

I'm no expert in markets but whenever there is a dip in share price of a solid performer, like ryanair or BP after the oil pipe leak some years back, you should buy more when the price is cheaper. Ryanair aren't going belly up because of this and the price will return.
Think, don't panic.

beertons · 19-09-2017 09:00AM

b4bmm wrote: »

Not sure why you can't find them.
BMT is the code on the ASX.
Here is the website.

http://berkutminerals.com.au

Sorry, I meant I couldn't find them on Degiro.

b4bmm · 19-09-2017 12:06PM

beertons wrote: »

Sorry, I meant I couldn't find them on Degiro.

I see. Just as a disclaimer they are high risk speculative play so be wary of that.

dinneenp · 19-09-2017 12:25PM

beertons wrote: »

Sorry, I meant I couldn't find them on Degiro.

I checked as well and they're not there.

beertons · 19-09-2017 12:34PM

b4bmm wrote: »

I see. Just as a disclaimer they are high risk speculative play so be wary of that.

Ah yeah, I gathered that.

I suppose it wasn't meant to be.

evolving_doors · 19-09-2017 12:37PM

dinneenp wrote: »

I checked as well and they're not there.

You can ring degiro and ask them to put them on the system!

Dardania · 20-09-2017 12:59AM

evolving_doors wrote: »

dinneenp wrote: »

I checked as well and they're not there.

You can ring degiro and ask them to put them on the system!

Are they alright for that? I do it with Davy on my pension, and they’ve no bother with it, but always got the impression DEGIRO wouldn’t be keen on accepting telephone trades at their fee schedule.

evolving_doors · 20-09-2017 08:32AM

Dardania wrote: »

Are they alright for that? I do it with Davy on my pension, and they’ve no bother with it, but always got the impression DEGIRO wouldn’t be keen on accepting telephone trades at their fee schedule.

Dunno if they'll do the actual trade for you but they put the name up for review and add it to the online platform later if it's deemed ok. Could take between a few hours and a few days.

Prezatch · 22-09-2017 08:06AM

FYI, Berkut is now on Degiro. I got in today at $0.30 - Thanks b4bmm for the heads up

beertons · 22-09-2017 11:21AM

Pilbarra taken a hammering the last few days.

Thargor · 22-09-2017 05:43PM

Tbh a lot of people predicted it on Hotcopper, I knew I should have sold the minute it failed to break 60 cents. I plan on setting a limit to double my holding at the gap at 50-51 on Sunday night then forget about it for a few months.

jon1981 · 22-09-2017 06:00PM

Any thoughts on Cairn homes? I bought some at 99c but not much. Tempted to get some more, hovering around 1.69 now... they seem to be primed to deliver on housing though im not sure if their future developments are already baked into their current SP price. They seem to be well regarded for quality.

Anyone watching this stock?

Dardania · 22-09-2017 06:25PM

jon1981 wrote: »

Any thoughts on Cairn homes? I bought some at 99c but not much. Tempted to get some more, hovering around 1.69 now... they seem to be primed to deliver on housing though im not sure if their future developments are already baked into their current SP price. They seem to be well regarded for quality.

Anyone watching this stock?

I bought the IPO but flogged soon after. I just don’t feel they’re a reasonable investment - developers of this nature are unlikely to keep delivering consistent growth etc I feel - it’ll be very dependent upon availability of cheap credit and cyclical... good for traders but not so good for long term investors

jon1981 · 22-09-2017 06:39PM

Interesting, i was seeing them as a long term play 3-5 yrs (or what i calĺ long term).

Have some Nvidia too but got in quite high at 164, looking at AMD.

b4bmm · 22-09-2017 09:09PM

beertons wrote: »

Pilbarra taken a hammering the last few days.

A normal consolidation.
The stock has charged greater than 50% in a month and was not far off $1B MC.
That's not a small company with still some risk on the table due to time delays during commissioning similar to galaxy resources. The big institutions play the games we are just along for the ride.

I would guess most people are in the green on it now.
Well in the green if took my tip in the mid-high 30s.
My own average is higher than that, mid 40s but TAW is my biggest holding now.
It's on nobody's radar and expect it to rerate next month with resource upgrade.
Absolutely nobody is talking about it, all the talk is Pilbara, Galaxy and Altura.
Most definitely a smaller operation because they only own 50% of the project but when the MC of the company is $100M there is plenty of room for 2/3X over the next 6 months. Not to mention IMO the best mangement of may of the ASX listed plays, the main man wrote a book on Lithium back in 2007 so he knows his **** and I expect no issues or delays during commissioning.

It's wrong to say you wish you sold out at 59/60 because nobody knows where it is going. They were saying all the way through the 50s that it's overbought on Hotcopper but it kept charging. You simply can't predict where it will go so if you sold in low 50s you would be kicking yourself that you missed out and could have bought back in in the high 50s for fear of missing out such is the emotional roller coaster that is investing.

Everyone has different strategies.
Good luck to us all

irishgeo · 22-09-2017 09:44PM

my early investment in applegreen is paying off.

Thargor · 22-09-2017 09:56PM

b4bmm wrote: »

A normal consolidation.
The stock has charged greater than 50% in a month and was not far off $1B MC.
That's not a small company with still some risk on the table due to time delays during commissioning similar to galaxy resources. The big institutions play the games we are just along for the ride.

I would guess most people are in the green on it now.
Well in the green if took my tip in the mid-high 30s.
My own average is higher than that, mid 40s but TAW is my biggest holding now.
It's on nobody's radar and expect it to rerate next month with resource upgrade.
Absolutely nobody is talking about it, all the talk is Pilbara, Galaxy and Altura.
Most definitely a smaller operation because they only own 50% of the project but when the MC of the company is $100M there is plenty of room for 2/3X over the next 6 months. Not to mention IMO the best mangement of may of the ASX listed plays, the main man wrote a book on Lithium back in 2007 so he knows his **** and I expect no issues or delays during commissioning.

It's wrong to say you wish you sold out at 59/60 because nobody knows where it is going. They were saying all the way through the 50s that it's overbought on Hotcopper but it kept charging. You simply can't predict where it will go so if you sold in low 50s you would be kicking yourself that you missed out and could have bought back in in the high 50s for fear of missing out such is the emotional roller coaster that is investing.

Everyone has different strategies.
Good luck to us all

Interesting, thanks for that, got some reading to do this weekend now, keep em coming please b4bmm!

Ronanc1 · 25-09-2017 11:25AM

Prezatch wrote: »

FYI, Berkut is now on Degiro. I got in today at $0.30 - Thanks b4bmm for the heads up

Is anyone having issues purchasing with Degiro? I can see Berkut but it throws an error message saying its unable to connect to the marketplace(?) or some such.

Prezatch · 25-09-2017 01:57PM

Ronanc1 wrote: »

Is anyone having issues purchasing with Degiro? I can see Berkut but it throws an error message saying its unable to connect to the marketplace(?) or some such.

What time were you trying to buy at? When the ASX market opens you won't be able to buy immediately - it takes Degiro a while to connect to it. Just wait about 20-30 mins and try again.

Ronanc1 · 25-09-2017 02:02PM

Prezatch wrote: »

What time were you trying to buy at? When the ASX market opens you won't be able to buy immediately - it takes Degiro a while to connect to it. Just wait about 20-30 mins and try again.

Yesterday evening sometime so that probably explains it. Thanks

Seb Dangerfield · 25-09-2017 02:28PM

S&U PLC (SUS.LN) is one I'm looking at, currently £19.63
MCap 230m
P/E = 9.6
Good growth and rising dividends, approx. 5%
Financials look good but a bit wary as price has been falling.
Report due tomorrow, so holding off for now, but looks to be good value at current price.

similarly, RMG.LN at £3.88

evolving_doors · 25-09-2017 04:07PM

Could 22nd Century ( XXII ) be an industry changer considering its patented technology to produce low nicotine tobacco? They just got out of a licence deal with BTA today so free agents!
Share price is tanking though as they've no big tobacco player backing.
https://www.streetinsider.com/dr/news.php?id=13322736
Worth a punt or not?

Thargor · 25-09-2017 07:31PM

Is there demand for low nicotine tobacco? I think if a smoker was making a move like that to try and quit or whatever its purpose is (not really sure what the point is?) they just start vaping. Unscientific but basically all the smokers in my company are vaping now, I quit 3 years ago with an e-cig, every time I walk past a cafe or pub >50% of the smokers outside are vaping. I dont understand how tobacco companies arent issuing profit warnings.

evolving_doors · 25-09-2017 08:05PM

Thargor wrote: »

Is there demand for low nicotine tobacco? I think if a smoker was making a move like that to try and quit or whatever its purpose is (not really sure what the point is?) they just start vaping. Unscientific but basically all the smokers in my company are vaping now, I quit 3 years ago with an e-cig, every time I walk past a cafe or pub >50% of the smokers outside are vaping. I dont understand how tobacco companies arent issuing profit warnings.

Well it seems to be coming down the line through the FDA anyway;

FDA plans to begin a public dialogue about lowering nicotine levels in combustible cigarettes to non-addictive levels through achievable product standards

https://www.fda.gov/tobaccoproducts/newsevents/ucm568425.htm

So XXII might be on to something which the regular old fashioned companies can latch on to to keep going.

It's a good point alright about the long term prospects for tobacco companies. This would just be an interm solution which I think could make the company a lot of money

26-09-2017 07:27AM

Thargor wrote: »

Is there demand for low nicotine tobacco? I think if a smoker was making a move like that to try and quit or whatever its purpose is (not really sure what the point is?) they just start vaping. Unscientific but basically all the smokers in my company are vaping now, I quit 3 years ago with an e-cig, every time I walk past a cafe or pub >50% of the smokers outside are vaping. I dont understand how tobacco companies arent issuing profit warnings.

Philip Morris (PM) is well up this year, mainly on its new Heatstix technology which heats tobacco instead of burning it. Its a reduced risk technology and should fit in well with the new proposed FDA policies. It has taken roughly one third of the market in japan and its problem now is buildig enough factories to produce the things.
In my view it is the small vaping companies that will have difficulties with the FDA. Negotiating the regulatory maze, carrying out the necessary trials etc is something that Big Tobacco can do well but the small boys will find too difficult or too expensive.

Dardania · 26-09-2017 07:47AM

b4bmm wrote: »

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.

Giving these a punt - many thanks for tip!

Thargor · 27-09-2017 09:13PM

Wheety wrote: »

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.

Prezatch wrote: »

Gahhhh!! This is classic panic investor behaviour. Ryanair is an excellent company with good prospects for future gains in share price. The flight cancellation fiasco is a minor blip for them and they will recover very shortly. So you've sold low and are now planning to 'go back in and get a few more' by buying high.

Sell into good news not into bad news.

lazybones32 wrote: »

I'm no expert in markets but whenever there is a dip in share price of a solid performer, like ryanair or BP after the oil pipe leak some years back, you should buy more when the price is cheaper. Ryanair aren't going belly up because of this and the price will return.
Think, don't panic.

Might be looking like an okay trade now...

Prezatch · 28-09-2017 07:46AM

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.

Posted that on 25th Aug. Today marks the day it has breached the '1 bagger', with the stock up 106% in just over a month. I have sold out at this stage as I think it's quite highly valued now. Still lots of euphoria around it but at the risk of this retracing back down a little, I think there are better places to put the cash.

My other tip posted last week (EUC) is up 34% - this still has more to give. I'm also long on BMT as b4mm mentioned earlier.

And my next tip will come soon - I'm trying to get the ticker registered on Degiro first.

The lithium/cobalt boom is well and truly in full swing - it's difficult not to make money.

Share Picks 2017

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