Share Picks 2018

cefh17 wrote: »

Can someone explain this whole merger/listing briefly please? We get 1.1:1 Amal:Taw shares is it? Where do Cowan come into it?

My understanding is as follows

In relation to the AMAL /TAW merger, for every TAW share you own, this will become 1.1 shares in the merged entity (A40). So if you currently own 1,000 TAW shares, these will become 1,100 A40 shares

Cowan was supposed to go to IPO in recent weeks, but this has been pulled. For every 11 TAW shares that you own, you should have received 1 Cowan (COW) Share. Until COW goes to IPO and becomes transactable on the stock market, I do not know how you can sell your current COW allocation, or how to buy some more.

Is anyone going in more on TAW before the coming week? Have some leftover funds in DeGiro asking to be spent!

Thargor wrote: »

Kicking myself for being a coward and not trading it, probably an easy 10% gain to be had tomorrow or in a week anyway, rinse and repeat.

VKTX up 8-9% :rolleyes:

evolving_doors wrote: »

That ones like a yoyo though

I know, why am I not making $$$ from that fact?

Another trade idea, aTyr Pharma ($LIFE), big insider buying, almost $2 in cash per share. Trading at ~.60

NBEV is in the health drink and also CBD infused drinks industry.
Well up on the year but well down from recent highs when cannabis stock
were higher than a group of young lads in Amsterdam for the first time.

Their earnings recently were average enough but highly constrained by the lack of working capital.
They are extremely bullish on the future having raised funds earlier in the month meaning they
can now ramp up production and fullfil the very high demand and are well funded for the forseeable future

On the CBD side the US farm bill is to be signed off on in the next couple of weeks and
it’s thought that hemp will be legalised giving NBEV another major boost to increase it’s
distribution. They also consider themselves to be on the radar on the likes of Coca-Cola
and Pepsi who want to get in on this market but may be holding back until legalised is confirmed.

May well pop and run for a few days as legislation rumours abound and if so, I’d take your money
and watch it drop on the news if it actually does get passed and is included in the bill. If not it will defintitely take a hit.

Bob Harris wrote: »

Funnily enough I'm at work and just got a call from one of these brokerages from Singapore which call from time to time. My usual repsonse is to hang up but today I entertained him. His hot tip is Aurora Cannabis as they are about to announce a $5B investment from Coca-cola apparently. The most they'll let me invest is $30k though.

I recently got a call from a Singapore number for investing in SpaceX shares. They wanted a minimum 10k investment and i only had days left to accept this great offer!. Apparently they are one of the very few places with pre-shares before the IPO .

They sent me a very professional looking brochure if anyone is interested and the guy was a very good salesman. I never took up the offer in the end lol.

Are you out? Any price targets?

whatever76 wrote: »

MSFT making a nice recovery today thankfully - was hitting 101 and sipping badly last week - back up 111 mark today ..PHEW !! ~5 dollars off 2018 high. Debating to cut losses now or see how rest of week goes .

I would hold on to MSFT unless you need the money (or the loss). Satya Nadella is doing a great job so I think the share price will rise in the long term.

https://www.bbc.com/news/world-latin-america-46413196

Good news for longs.

evolving_doors wrote: »

Short company has outed Aphria and their shenanigans Stock takes a nose-dive
https://www.marketwatch.com/story/aprhias-stock-plunges-company-says-allegations-by-short-seller-are-false-and-defamatory-2018-12-03?siteid=yhoof2&yptr=yahoo

I hope the company has a very robust defence of these allegations.
They are seriously detrimental and even if partly true will do some major lasting damage.

Balls of steel required to trade that, down another 13% pre market, could be an opportunity for a quick in and out but not for widows and orphans