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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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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.

drunkmonkey

unkel wrote: »

I got em today

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

unkel

#dieselgate might prove to be a blessing for VAG

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

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

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...

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

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

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?

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.

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.

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 !

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.

Kuva

Sabre Man wrote: »

Apple still has room to grow I think.

But they're doing nothing, just so many idiots willing to throw away a grand for a phone made for a couple hundred....if that.

Surely these idiots are gonna cop on eventually?

unkel

Kuva wrote: »

Surely these idiots are gonna cop on eventually?

Maybe they will, maybe they won't. Too risky for me to pick either gamble.

retalivity

I am really surprised that google and amazon are didn't reach the 1tn before apple. There is so much more scope in the other 2 with integration into so many businesses all over the world.
Amazon are going to be the new IBM with AWS - will have a ton of companies by the balls in a few years.

evolving_doors

retalivity wrote: »

I am really surprised that google and amazon are didn't reach the 1tn before apple. There is so much more scope in the other 2 with integration into so many businesses all over the world.
Amazon are going to be the new IBM with AWS - will have a ton of companies by the balls in a few years.

Anyone thinking about the implications of Amazon moving into the health space?
First fulfill prescriptions and delivery to your door; then just produce a few generic medications/medical devices themselves! There's rich pickings to be had considering the margins which pharma/medical device companies enjoy.

https://eu.usatoday.com/story/money/2018/06/28/amazon-pillpack-pharmacy-acquisition-cvs-walgreens-walmart/741209002/

Gruffalo22

evolving_doors wrote: »

Anyone thinking about the implications of Amazon moving into the health space?
First fulfill prescriptions and delivery to your door; then just produce a few generic medications/medical devices themselves! There's rich pickings to be had considering the margins which pharma/medical device companies enjoy.

https://eu.usatoday.com/story/money/2018/06/28/amazon-pillpack-pharmacy-acquisition-cvs-walgreens-walmart/741209002/

My shares in Wallgreens dropped 10% on this news but have recovered almost all of it back now. They say that physical premises is very important in their business . Even so I'll sell them after the dividend in a few weeks and take my profit elsewhere.

I have shares in Teva (generics) but I think these are safe for a few years

amacca

unkel wrote: »

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

I would think it could be as much as 10-15 years....based on what I can gather (admittedly very limited info) about the development of graphene and other 2D materials for energy storage.

[Deleted User]

Anybody think nvidia is a good play to get in now or do people think it might drop a bit? Earnings in 2 weeks I think

Kuva

Chacha97 wrote: »

Anybody think nvidia is a good play to get in now or do people think it might drop a bit? Earnings in 2 weeks I think

Shield sales alone....yea.

AlmightyCushion

Kuva wrote: »

Shield sales alone....yea.

I doubt the shield has sold well enough to have any effect on their share price.

TheSheriff

Lorelei Fancy Lifeguard wrote: »

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

Might be a good time to get in I'm thinking ?

ct5amr2ig1nfhp

Hope so! I'm in :pac:

TheSheriff wrote: »

Might be a good time to get in I'm thinking ?

q85dw7osi4lebg

Tesla anyone? Jokes. Gut feeling is it will tank in the coming weeks.

lucky john

Saanvi Important Blank wrote: »

Tesla anyone? Jokes. Gut feeling is it will tank in the coming weeks.

My gut feeling is that your gut feeling is wrong.

drunkmonkey

Saanvi Important Blank wrote: »

Tesla anyone? Jokes. Gut feeling is it will tank in the coming weeks.

Yup he just distracted people from the problems yesterday just like the surfboard before earnings, all a pr stunt.
He's goosed if the share price doesn't hold at these levels.

Skelet0n

$EKSO has crazy upside potential at the moment.
Ford starting to roll out the suits in their factories along with Boeing testing them too.

With those big firms on board, only a matter of time until other big manufacturers start to put orders in too.

Not to mention the potential in the medical field with veterans and such.

Captainsatnav

Skelet0n wrote: »

$EKSO has crazy upside potential at the moment.
Ford starting to roll out the suits in their factories along with Boeing testing them too.

With those big firms on board, only a matter of time until other big manufacturers start to put orders in too.

Not to mention the potential in the medical field with veterans and such.

and reanimated police officers in 1980s Detroit killed in the line of duty!

Cute Hoor

Sabre Man wrote: »

Apple still has room to grow I think.

When Apple still grows in November.....