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Share Picks 2018

b4bmm

Tawana resources. TAW Asx Lithium player. Tipped this a while back when it was mid 20s. Approaching 50c now and has a long way to run. Way undervalued compared to peers. Best mangement in the lithium space. Big year ahead.

Nzuri copper. NZC, Asx cobalt/copper play. Being buying this from high teens and it ran hard before I could get all I wanted. It’s low 30s now which is similar to my average buy in price. Very good buy at this level. Lowest capital cost cobalt play on the asx. Located in Congo. Strong Chinese partners. Big exploration upside. This will go hard in 2018 is way undervalued compare to poor grade high capex asx cobalt peers. Management owns over 50% of compnay extremely tight register. Feasibility study already proven robust economics for the project now optimatstion studies being carried out which will take the NPV to a whole new level and the SP along with it hopefully. This is by far the best cobalt play on the asx right now imo.

Wish everyone a prosperous 2018

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Sabre Man

Underground wrote: »

Bought a measly two shares in Apple a few months back and am sitting on nearly 100 quid profit. Raging I didn't buy a few more but they are so damn pricey.

Apple still has room to grow I think.

evolving_doors

Underground wrote: »

Bought a measly two shares in Apple a few months back and am sitting on nearly 100 quid profit. Raging I didn't buy a few more but they are so damn pricey.

When Forest Gump came out around 1994, his Apple shares gave him $95million and people watching at the time thought 'wow he made a load of money'. If he held and sold them today it'd be well over $8 Billion !

Underground

Bought a measly two shares in Apple a few months back and am sitting on nearly 100 quid profit. Raging I didn't buy a few more but they are so damn pricey.

Bob Harris

paulers06 wrote: »

Was looking at Tencent recently but wasn't able to buy. Do you need to buy in lots of 100 on the HK exchange on Degiro?

I don't know that, I hold IQ quoted on the NASDAQ.

paulers06

Bob Harris wrote: »

https://www.marketwatch.com/story/forget-faangs-heres-the-bigger-dip-to-buy-in-big-tech-2018-08-02

Was looking at Tencent recently but wasn't able to buy. Do you need to buy in lots of 100 on the HK exchange on Degiro?

unkel

Like I said, it could happen now, or it mightn't happen for decades. Risky to gamble either way...

AlmightyCushion

unkel wrote: »

Maybe, maybe not. Quite likely car manufacturers will mostly do this themselves. Nissan and Renault already do. And Tesla sells the power wall. Lucrative market for home attached electricity storage.

Risky area too, when or if there is a breakthrough in battery technology the old tech batteries could be worth a lot less quite quickly. That might happen tomorrow, or it might not happen for several decades...

For over 10 years I've been reading about how this new amazing battery technology will completely revolutionise things and it's only 2-3 years away from being market ready. So far it hasn't happened. Most improvements in battery technology have been incremental no real big bangs that completely blow everything else out of the water. I'd love to see it happen but I can't see it changing any time soon.

unkel

Maybe, maybe not. Quite likely car manufacturers will mostly do this themselves. Nissan and Renault already do. And Tesla sells the power wall. Lucrative market for home attached electricity storage.

Risky area too, when or if there is a breakthrough in battery technology the old tech batteries could be worth a lot less quite quickly. That might happen tomorrow, or it might not happen for several decades...

handlemaster

unkel wrote: »

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

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.

Companies that will be able to recover and recycle batteries could be a bet

Bob Harris

Gangu wrote: »

Any views on Ten Cent? Holding a few share but was thinking of increasing.

https://www.marketwatch.com/story/forget-faangs-heres-the-bigger-dip-to-buy-in-big-tech-2018-08-02

unkel

#dieselgate might prove to be a blessing for VAG

drunkmonkey

unkel wrote: »

I got em today

Old smokey VW dragging us down, not worried VW seem underpriced at the moment.

drunkmonkey

Bob Harris wrote: »

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.

Traffic is up 4% regardless of the strikes.

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.

ct5amr2ig1nfhp

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

ct5amr2ig1nfhp

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

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

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

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

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.

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?

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

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.

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

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.

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?

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.

unkel

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

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.

drunkmonkey

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

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

drunkmonkey

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

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.