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Share Picks 2020

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Comments

  • #3212
    AmberGold
    Registered Users, Registered Users 2 Posts: 1,228 ✭✭✭AmberGold


    Jerry Romine over on Y’tube does financial analysis of various sectors, interestingly Ryanair covered here.

    https://youtu.be/wHNWoRHcE6U

    Worth a look if you’re watching for an entry..


  • #3213
    MikeSoys
    Registered Users, Registered Users 2 Posts: 454 ✭✭MikeSoys


    AmberGold wrote: »
    Jerry Romine over on Y’tube does financial analysis of various sectors, interestingly Ryanair covered here.

    https://youtu.be/wHNWoRHcE6U

    Worth a look if you’re watching for an entry..

    yeah always wary of why i havent heard of these youtubers
    ..and what their selling at the end of the video?
    reminds me of the guys selling shovels during the gold rush... thanks will look at his older videos


  • #3214
    AmberGold
    Registered Users, Registered Users 2 Posts: 1,228 ✭✭✭AmberGold


    Shedite27 wrote: »
    FMCI (Forum Merger II Corporation).
    This is a blank shell corporation that was setup to accept a reverse merger, allowing a company to go public without the IPO process. Same route that VEctoIQ/Nikola took to great success this week.
    The rumour was that this would be Impossible Foods, which is a rival to Beyond Meat which is flying this week, and the price went from $10-$15 on that rumour (Full disclosure, I bought at $13.50)
    The news is out now that it will actually be another smaller competitor called Tattoo Chef. Now it's not Impossible Foods (which would have driven this stock up 4 times), so a lot of disappointed holders will be selling this morning. Should drop the price significantly today and a lovely entry point. Tattoo Chef will be a small company, starting off with a market cap of about $300m. 2021 estimated revenue is $220m.
    I see this going to $30 fairly quickly.

    So good so far... the financials stack up too..


  • #3215
    Take Your Pants Off
    Registered Users, Registered Users 2 Posts: 1,520 ✭✭✭Take Your Pants Off


    https://www.bbc.com/news/health-53061281
    Could see a rise tomorrow maybe in UK stocks?


  • #3216
    massdebater
    Registered Users, Registered Users 2 Posts: 2,251 ✭✭✭massdebater


    Shedite27 wrote: »
    Speaking of betting, DraftKings and GAN (Irish owned gambling IT system) had big days yesterday, fulled by
    1. The golf tournament at the weekend was the biggest golfing gambling event of all time
    2. Casinos beginning to reopen
    3. Other sports starting to reopen

    Can see both going higher in the next few weeks. GAN have results this week

    I jumped in on both DKNG and GAN recently, along with GMBL (Esports Entertaining Group). Lots of room for growth in North America with sports betting only legal in a few states with loads more pending. Not to mention everyone is starved of sports recently, I see those companies doing well as their customer base opens up


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  • #3217
    bcklschaps
    Registered Users, Registered Users 2 Posts: 1,260 ✭✭✭bcklschaps


    massdebater wrote: »
    I jumped in on both DKNG and GAN recently, along with GMBL (Esports Entertaining Group). Lots of room for growth in North America with sports betting only legal in a few states with loads more pending. Not to mention everyone is starved of sports recently, I see those companies doing well as their customer base opens up

    My thoughts precisely. I have a small holding of GAN. I got in about 2 weeks ago on the basis that Michael Smurfit snr invested. I assume his family connections advised him it was a good investment.


    https://www.reuters.com/article/brief-michael-smurfit-sr-reports-98-stak/brief-michael-smurfit-sr-reports-98-stake-in-gan-ltd-idUSFWN2DF0D1


    SP promptly went down 17% of course from that point.... I'm just about back up at BEP now. But onwards and upwards


  • #3218
    Nemeses2050
    Registered Users, Registered Users 2 Posts: 1,569 ✭✭✭Nemeses2050


    Are we gonna see a sell-off today? anything interesting?


  • #3219
    sReq | uTeK
    Registered Users, Registered Users 2 Posts: 6,062 ✭✭✭sReq | uTeK


    Nemeses2050 wrote: »
    Are we gonna see a sell-off today? anything interesting?

    Sold Glanbia, been a year until i got back up to BEP!


  • #3220
    plasmin
    Registered Users, Registered Users 2 Posts: 201 ✭✭plasmin


    Shedite27 wrote: »
    FMCI (Forum Merger II Corporation).
    This is a blank shell corporation that was setup to accept a reverse merger, allowing a company to go public without the IPO process. Same route that VEctoIQ/Nikola took to great success this week.
    The rumour was that this would be Impossible Foods, which is a rival to Beyond Meat which is flying this week, and the price went from $10-$15 on that rumour (Full disclosure, I bought at $13.50)
    The news is out now that it will actually be another smaller competitor called Tattoo Chef. Now it's not Impossible Foods (which would have driven this stock up 4 times), so a lot of disappointed holders will be selling this morning. Should drop the price significantly today and a lovely entry point. Tattoo Chef will be a small company, starting off with a market cap of about $300m. 2021 estimated revenue is $220m.
    I see this going to $30 fairly quickly.

    https://www.google.com/amp/s/www.forbes.com/sites/douglasyu/2020/06/15/tattooed-chefs-owner-ittella-international-to-go-public-expands-plant-based-foods-in-frozen-aisle/amp/

    Picked up some at 19


  • #3221
    liamoreilly
    Registered Users, Registered Users 2 Posts: 408 ✭✭liamoreilly


    ...Hertz shares halted, I know a few here have been buying and selling...


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  • #3222
    Nemeses2050
    Registered Users, Registered Users 2 Posts: 1,569 ✭✭✭Nemeses2050


    plasmin wrote: »
    https://www.google.com/amp/s/www.forbes.com/sites/douglasyu/2020/06/15/tattooed-chefs-owner-ittella-international-to-go-public-expands-plant-based-foods-in-frozen-aisle/amp/

    Picked up some at 19

    Was looking at it last nite and it shot-up, will wait for any dip...seems like last friday they had sudden dip went down to 12...


  • #3223
    hottipper
    Registered Users, Registered Users 2 Posts: 243 ✭✭hottipper


    Nemeses2050 wrote: »
    Are we gonna see a sell-off today? anything interesting?

    nah market is just waiting on powell from the fed to say something nothing bad so far.

    Was looking at $net might be worth picking up some shares on a dip


  • #3224
    Nemeses2050
    Registered Users, Registered Users 2 Posts: 1,569 ✭✭✭Nemeses2050


    it seems all Tech stocks are close to their highs.


  • #3225
    HelloYoungBoy
    Registered Users, Registered Users 2 Posts: 237 ✭✭HelloYoungBoy


    Nemeses2050 wrote: »
    it seems all Tech stocks are close to their highs.

    I'm looking to get into a few Tech stocks like Data Dog. Hold back for the moment be the best advice here lads?


  • #3226
    Bob Harris
    Registered Users, Registered Users 2 Posts: 3,461 ✭✭✭Bob Harris


    liamoreilly wrote: »
    ...Hertz shares halted, I know a few here have been buying and selling...

    Bought once, sold once for very little profit. Wouldn't touch it with a ten foot pole now.


  • #3227
    Scottie99
    Registered Users, Registered Users 2 Posts: 1,042 ✭✭✭Scottie99


    Bob Harris wrote: »
    Bought once, sold once for very little profit. Wouldn't touch it with a ten foot pole now.

    All that risk for so little, was it worth it?


  • #3228
    TheBetsy
    Registered Users, Registered Users 2 Posts: 243 ✭✭TheBetsy


    Anyone looking at Trinity Biotech $TRIB? Irish company with covid tests in the pipeline. Expecting FDA approval by end of June. Thinking it could go on strong run with covid spiking in some countries


  • #3229
    AmberGold
    Registered Users, Registered Users 2 Posts: 1,228 ✭✭✭AmberGold


    TheBetsy wrote: »
    Anyone looking at Trinity Biotech $TRIB? Irish company with covid tests in the pipeline. Expecting FDA approval by end of June. Thinking it could go on strong run with covid spiking in some countries

    1 post! Insider?


  • #3230
    TheBetsy
    Registered Users, Registered Users 2 Posts: 243 ✭✭TheBetsy


    AmberGold wrote: »
    1 post! Insider?

    Hahaha no, just new!


  • #3231
    positron
    Registered Users, Registered Users 2 Posts: 6,467 ✭✭✭positron


    Kilboor wrote: »
    Interesting play with Sony! Hadn't even thought of gaming stocks outside of GME which I watch closely (waiting on a sub 3.50 entry)

    In fairness I don't know how much impact a succesful PS5 launch will have to Sony's overall share price, they are ginormous after all.

    But I am quietly confident on PS5 - it looks great, games look stunning, and the new digital only console should work out cheaper, with less things to go wrong, and more game revenue should go directly to Sony. This of course could mean bad news to GME type businesses - no more used games trade-in/sale model.


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  • #3232
    Bob Harris
    Registered Users, Registered Users 2 Posts: 3,461 ✭✭✭Bob Harris


    Scottie99 wrote: »
    All that risk for so little, was it worth it?

    well I didn't risk my life savings, it was about 5% of my portfolio...made a few quid...timing wasn't perfect but I did follow Warren Buffett's first two rules of investing...


  • #3233
    RedRochey
    Registered Users, Registered Users 2 Posts: 1,298 ✭✭✭RedRochey


    positron wrote: »
    In fairness I don't know how much impact a succesful PS5 launch will have to Sony's overall share price, they are ginormous after all.

    But I am quietly confident on PS5 - it looks great, games look stunning, and the new digital only console should work out cheaper, with less things to go wrong, and more game revenue should go directly to Sony. This of course could mean bad news to GME type businesses - no more used games trade-in/sale model.

    If you check the playstation thread a lot of people dont seem too convinced by the digital only version, would still prefer the disc version

    Plus a couple of them said how consoles are usually loss making for the first few years, the main money comes from new games and there wasnt really any big announcements on that front


  • #3234
    Kilboor
    Registered Users, Registered Users 2 Posts: 1,210 ✭✭✭Kilboor


    Today I'm still holding NBRV. Possibly sell this before day end, otherwise stop loss if it gets above 1.10.

    Also holding CLRB still, more of a medium term hold. No other plays on the horizon right now


  • #3235
    Nemeses2050
    Registered Users, Registered Users 2 Posts: 1,569 ✭✭✭Nemeses2050


    Yep no action this week....everytime it looks like we'll see a sell-off someone is propping up.


  • #3236
    Wombatman
    Registered Users, Registered Users 2 Posts: 3,349 ✭✭✭Wombatman


    positron wrote: »
    In fairness I don't know how much impact a succesful PS5 launch will have to Sony's overall share price, they are ginormous after all.

    But I am quietly confident on PS5 - it looks great, games look stunning, and the new digital only console should work out cheaper, with less things to go wrong, and more game revenue should go directly to Sony. This of course could mean bad news to GME type businesses - no more used games trade-in/sale model.

    Sony have been a great performer for me over the last couple of years. I know it won't be anything like it with the PS5, but have a look at the Sony share price in the lead up to to the release of the PS2 in March 2000. The stock was trending nicely in the months prior to Covid.


  • #3237
    Doodee
    Registered Users, Registered Users 2 Posts: 6,422 ✭✭✭Doodee


    positron wrote: »
    In fairness I don't know how much impact a succesful PS5 launch will have to Sony's overall share price, they are ginormous after all.

    But I am quietly confident on PS5 - it looks great, games look stunning, and the new digital only console should work out cheaper, with less things to go wrong, and more game revenue should go directly to Sony. This of course could mean bad news to GME type businesses - no more used games trade-in/sale model.

    If you want to do a comparison you could check out the effect on the MS share price when they released the digital only Xbox.

    The thing to consider with the digital only versions is that the platform holders are moving to a subscription model, as with Xbox game pass, and the digital only console + subscription is the value. The catalog will be a big part of that.

    Microsoft are already doing well there and heavily invested in streaming too. The big feather is that your subscription to Xbox game pass allows you to play the same games on your windows PC.

    On that front streaming services will become a major part of the eco system so you can effectively play anywhere there is internet.


  • #3238
    positron
    Registered Users, Registered Users 2 Posts: 6,467 ✭✭✭positron


    RedRochey wrote: »
    If you check the playstation thread a lot of people dont seem too convinced by the digital only version, would still prefer the disc version

    Plus a couple of them said how consoles are usually loss making for the first few years, the main money comes from new games and there wasnt really any big announcements on that front

    I guess predicting the outcome of console wars is almost as hard as trying to time the stock market.. :) PS5 digital will sell though - the entire world is moving away from hard media / discs, so no two ways about this. The only concern is how well MS will fight back (after losing last four rounds).

    And although I am personally on the PS5 camp, I am really curious about the upcoming Flight Simulator, which I am sure is going to be an XBOX/PC exclusive.


  • #3239
    Nemeses2050
    Registered Users, Registered Users 2 Posts: 1,569 ✭✭✭Nemeses2050


    Anyone looking at Wirecard AG? down 60% apparently another company with cooked books...didn't think we would have such company's in Europe? that too top 30 company.


  • #3240
    codrulz
    Registered Users, Registered Users 2 Posts: 327 ✭✭codrulz


    Nemeses2050 wrote: »
    Anyone looking at Wirecard AG? down 60% apparently another company with cooked books...didn't think we would have such company's in Europe? that too top 30 company.


    The Financial Times reported in October that Wirecard staff appeared to have conspired to fraudulently inflate sales and profits at Wirecard subsidiaries in Dubai and Dublin and mislead EY, the group’s auditor for a decade.


    As per the FT this morn, not a good look! 1.9 BIO is a lot to just drop of a balance sheet..


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  • #3241
    Lex Luthor
    Registered Users, Registered Users 2 Posts: 11,203 ✭✭✭✭Lex Luthor


    picked up some $VISL the other day at $0.69

    Bodycams could be in high demand going forward, not only on the law enforcement side but in sport aswell...


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