Share Picks 2020

PHG · 10-10-2020 12:24AM

funkey_monkey wrote: »

Stole this from another forum:

(First two figures sourced from RR RI infographic)
No. of Shares Today (Before RI): 1,930,000,000 (1.93bn)
No. of Shares Ex-Date RI: 8,370,000,000 (8.37bn)
Today's Closing Share Price: 223.20 (in GBX @ Fri 9th October 2020)

Calculate Current (Today's) RR.L Market Value
= Today's Closing SP * Today's Total Shares
= 2.2320 * 1,930,000,000 (1.93bn)
= 4,307,760,000 (4.3bn)

Calculate Amount/Cash Raised from RI
10-to-3 RI (can by 10 right shares per 3 shares owned), each at 32p.

Firstly calculate amount of rights share being issued
= (Today's Total Shares / Existing Shares Required for RI) * New Shares Being Issued from RI
= (1,930,000,000 / 3) * 10
= 6,433,333,333.33 (6.43bn) new shares being issued.

Now calculate the amount of capital being raised
= New Shares Being Issued * Cost to Purchase New Rights Share (32p)
= 6,433,333,333.33 (6.43bn) * 0.32
= 2,058,666,666.67 (2.06bn)

Lastly, I'm just going to get an accurate number of total shares in the market after the RI.
= No. of Shares Today + No. of Shares Being Issued
= 1,930,000,000 (1.93bn) + 6,433,333,333.33 (6.43bn)
= 8,363,333,333.33 (8.36bn)

Now we have all the necessary figures, we can now calculate the TERP.
= (Today's Market Value + Capital Raised From RI) / No. of Total Shares after RI
= (4,307,760,000 + 2,058,666,666.67) / 8,363,333,333.33
= 0.76123076923
= £0.76 (GBP) or 76.12 (GBX)

What's that all about or just a ramble?

bcklschaps · 10-10-2020 12:34AM

PHG wrote: »

Currently Own:

Stock Strategy (UK Stocks)
Clipper Logistics
Spirent Communications
Keyword Studios
Plus 500

Watchlist
Volex Plc but it is on a Yellow card atm

Speculative Strategy
Long S&P
Long BoI
Long Bitcoin

Anyone else trade UK Shares? Not looking to compare strategies, just curious

My speculative strategy is with Degiro but the the stock strategy is all done via Spreadbetting.

Yeah. I have a couple of UK stocks.

Grafton group
Open Orphan
DS Smith
Breedon group

All doing nicely. Open Orphan is the star... up about 300% for me since March.

All the others up about 20% from my buy in prices...this summer.

As I have already said on this thread.... Charges in UK stocks are crazy though. €4 before you even start.

10-10-2020 04:01AM

PHG wrote: »

What's that all about or just a ramble?

Its saying RR would appear to be significantly over valued on the stock market right now and due a correction.

Jim2007 · 10-10-2020 12:24PM

Deleted User wrote: »

Its saying RR would appear to be significantly over valued on the stock market right now and due a correction.

Just noise as usual to feed the heard.... you can't say a stock is over or undervalued with that kind of nonsense and when it comes to right issues it's even more BS that usual.

10-10-2020 12:40PM

Jim2007 wrote: »

Just noise as usual to feed the heard.... you can't say a stock is over or undervalued with that kind of nonsense and when it comes to right issues it's even more BS that usual.

Perception is reality when it comes to share prices. IF it was priced correctly pre RI announcement then it's a fair revaluation.

Jim2007 · 10-10-2020 02:59PM

Deleted User wrote: »

Perception is reality when it comes to share prices. IF it was priced correctly pre RI announcement then it's a fair revaluation.

Yes, the price of everything and the value of nothing. The EMH is what allows the rest of us to make serious money.

10-10-2020 03:29PM

Jim2007 wrote: »

Yes, the price of everything and the value of nothing. The EMH is what allows the rest of us to make serious money.

EMH is clearly bollix :pac: If it were true share prices would not fluctuate so wildly without any additional info.

PHG · 10-10-2020 04:46PM

[Deleted User] wrote: »

Its saying RR would appear to be significantly over valued on the stock market right now and due a correction.

And that would stop you buying any stock?

10-10-2020 09:03PM

PHG wrote: »

And that would stop you buying any stock?

It's an indicator. Refer to IAG.

robman60 · 10-10-2020 09:07PM

Does anyone have any idea when the Airbnb Ipo is going to be? I know they were aiming for late this year and heard rumours it'd be before the election but haven't heard a peep for a while.

I've used this site as a host and a guest and I think it's got a great future. Regulatory risk yes but from what I can see everyone under 35 uses Airbnb rather than hotels unless they're just travelling with a partner.

jams100 · 10-10-2020 10:11PM

robman60 wrote: »

Does anyone have any idea when the Airbnb Ipo is going to be? I know they were aiming for late this year and heard rumours it'd be before the election but haven't heard a peep for a while.

I've used this site as a host and a guest and I think it's got a great future. Regulatory risk yes but from what I can see everyone under 35 uses Airbnb rather than hotels unless they're just travelling with a partner.

Think its in December.
Interested in them myself, also want to get into airlines (Iag and delta) holding out for iag for sub 0.95 & Delta 28, whether it will happen or thats my plan!

Given the likelihood of more lockdowns in Europe and their quarter 3 results in the next few weeks I think Amazon has a bit of room to grow, especially with Christmas around the corner. Its sad but I wouldnt enter retail atm and I'm sure I'm in the majority on this

irishgeo · 11-10-2020 03:30PM

i am trying to shared in redball listed on the Nasdaq but its not showing on degiro or davy, any ideas?

robman60 · 11-10-2020 05:17PM

irishgeo wrote: »

i am trying to shared in redball listed on the Nasdaq but its not showing on degiro or davy, any ideas?

I see its available on Trading 212. I have both it and degiro and have always preferred T212, not sure why Degiro is far more popular here other than the availability of Irish shares.

Still, if you ask degiro they are usually good for adding stocks

Rothmans · 11-10-2020 06:27PM

Anybody looking at TLSA? ( NOT TSLA)

Seems like it could take off in the next few weeks. I know it's another biotech company, but seems promising and undervalued.

Anybody have any insights? Gonna take a reasonable position in the next day or two.

Shedite27 · 11-10-2020 09:25PM

Rothmans wrote: »

Anybody looking at TLSA? ( NOT TSLA)

Seems like it could take off in the next few weeks. I know it's another biotech company, but seems promising and undervalued.

Anybody have any insights? Gonna take a reasonable position in the next day or two.

What's your thesis on it?

virginmediapls · 11-10-2020 10:40PM

Trying to buy IAG. Getting this :

"This product group is currently disabled (Complex Shares)
It seems that you did not enable this product group for trading. You can change this under Product Settings.
Please note that for some product categories you have to pass an appropriateness test before you can trade. If you already have a position in a product of this product group, you can always close this position."

Made me a little worried - should I not be buying these shares?

retalivity · 11-10-2020 10:56PM

virginmediapls wrote: »

Trying to buy IAG. Getting this :

"This product group is currently disabled (Complex Shares)
It seems that you did not enable this product group for trading. You can change this under Product Settings.
Please note that for some product categories you have to pass an appropriateness test before you can trade. If you already have a position in a product of this product group, you can always close this position."

Made me a little worried - should I not be buying these shares?

Degiro changed the t&c's - need to fill out a questionnaire/do a small test now before trading in some share types. There was a thread/long discussion in this thread about it

RIGOLO · 12-10-2020 07:54AM

barely had time to sip my coffee and NCYT is taking off pre-market .. 10.80 , up from 9.62 on Friday .
Tell you this stock will hit 15 by end of week.
Normally I dont pay much attention to PM, but when the order book looks this heavy with a bunch of penny pinching Frenchies buying in I see it as a genuine jump.

RIGOLO · 12-10-2020 09:27AM

RIGOLO wrote: »

Anyone see the EV truck on the White House lawn yesterday.
Its a LORDSTOWN truck but WKHS own a 10%(?) share of the manufacturing plant.
LORDSTOWN + DPHC/RIDE + WKHS joint venture on this, repuposing an old GM plant for EV manufacturing.

I think having your truck on the WH lawn is a sure indication your in line for some big business and announcments.

DPHC and WKHS solid gains end of last week and into pre-market.
theres rumours the $8billlion contract to replace the USPS delivery trucks will be awarded this week and both these companies are in the mix.
buy the rumour - sell the news ..

12-10-2020 09:44AM

Augeo wrote: »

The results were very good, any phase 2 that indicates progression to phase 3 is decent. No side effects also.

I'm tempted to buy more but I'd be averaging up.

4D ......... bought more this morning. Last tranche was at £0.46 so buying at £1.01 and considering it great value is strange enough I suppose but time will tell

littlevillage · 12-10-2020 10:11AM

RIGOLO wrote: »

barely had time to sip my coffee and NCYT is taking off pre-market .. 10.80 , up from 9.62 on Friday .
Tell you this stock will hit 15 by end of week.
Normally I dont pay much attention to PM, but when the order book looks this heavy with a bunch of penny pinching Frenchies buying in I see it as a genuine jump.

Started very strong this morning, but crashing hard now.... Heading towards £8

12-10-2020 10:34AM

littlevillage wrote: »

Started very strong this morning, but crashing hard now.... Heading towards £8

£7 looked likely at one stage. Not in it, but what was the catalyst?

Bob Harris · 12-10-2020 10:38AM

Deleted User wrote: »

£7 looked likely at one stage. Not in it, but what was the catalyst?

I think it was RIGOLO's post this morning that put the kibosh on it.

Kilboor · 12-10-2020 10:54AM

I'm going to open up a position in UpWork today. I noted it at 1.9bn market cap, now at 2.4/2.5 and I think it's currently worth twice that.

Good product, good balance sheet, and good market. Not so good is how it will ever make a profit but this is a concern for later on I believe.

Timmaay · 12-10-2020 10:54AM

Bob Harris wrote: »

I think it was RIGOLO's post this morning that put the kibosh on it.

Pump and dump lol?

bcklschaps · 12-10-2020 10:58AM

Timmaay wrote: »

Pump and dump lol?

Big time.

SP has recovered nearly back to £9 now again. Rollercoaster.

AIM stocks are not for the faint hearted.

RIGOLO · 12-10-2020 12:12PM

Bob Harris wrote: »

I think it was RIGOLO's post this morning that put the kibosh on it.

stocks go up and down, if you think they never dip then this game is not for you

an insider sold some shares and everyone got spooked , seems alot of people here did also ....
I went for a 20k cycle in the woods. chillax .. NCYT is gold.

Bob Harris · 12-10-2020 12:15PM

RIGOLO wrote: »

stocks go up and down, if you think they never dip then this game is not for you

an insider sold some shares and everyone got spooked , seems alot of people here did also ....
I went for a 20k cycle in the woods. chillax .. NCYT is gold.

If you can't take a joke maybe this thread is not for you.

Nemeses2050 · 12-10-2020 12:50PM

Ah relax folks, we all here to pick shares not arguements

Nemeses2050 · 12-10-2020 12:52PM

Kilboor wrote: »

I'm going to open up a position in UpWork today. I noted it at 1.9bn market cap, now at 2.4/2.5 and I think it's currently worth twice that.

Good product, good balance sheet, and good market. Not so good is how it will ever make a profit but this is a concern for later on I believe.

it's inching up nicely everyday, last two weeks it's gone from 16.50 to 20. i'll get some too.

Share Picks 2020

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