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Share Picks 2020

beertons

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Shedite27

Deleted User wrote: »

I can't see it either. Maybe ask them to list?

Not on Interactive Brokers either - which usually has everything, even the pink sheets

DutchYurt

Shedite27 wrote: »

Not on Interactive Brokers either - which usually has everything, even the pink sheets

Hmm does that mean it's a golden egg or a rotten one for Halloween. Time will tell!

heffo500

heffo500 wrote: »

Next investment for me is Pensana Rare Earths plc LSE: PRE.L

Lost out on a 25% gain waiting on Degiro to add it to the platform

Up 48% since I posted it here

Cpfm

RIGOLO wrote: »

Yes, its a joint UK-French company , 30% of its float is listed on the LSE, and 70% is listed in PAris-Euronext, you can buy in either, but Paris is easier to trade for many.

Welcome newbie, glad to see someone stepping outside their door and trying something new. Nothing in life is certain. You either have the character to take risks or you dont. Fear God Dread Naught.
Good luck on your trading, theres good advice here, but beware the wolves they will eat you and not give it a second thought.

Thanks Rigolo... yeah I’ll let u know how I feel about risks in 12 months

Thanks for the info...

Liamo_mu

People think 4Dpharma is likely to rise again? Was thinking of going in on it soon.

Timmaay

Sold all my APPS (digital Turbine) shares today for 40$,picked them up for 25$ a month ago and they have rocketed since. My only regrets, I had some of them back earlier in the year which I sold for 5$ when I bottled it and liquidised my portfolio in March lol.

weemcd

Liamo_mu wrote: »

People think 4Dpharma is likely to rise again? Was thinking of going in on it soon.

I could not tell you. I was surprised there was even a dip. I'm holding for the time being, but I'd like to hear what those in the know think.

DutchYurt

weemcd wrote: »

I could not tell you. I was surprised there was even a dip. I'm holding for the time being, but I'd like to hear what those in the know think.

Not in too much of the know myself but they have seem serious pipeline poised to pop!

What are peoples thoughts on Slack - $WORK? I've just about recovered since their earnings nose dive. Anyone else holding? I don't see them competing with Teams, ideally if the likes of google were to acquire them that would be good.

unplayable

anyone any thoughts on providence resources?

daheff

unplayable wrote: »

anyone any thoughts on providence resources?

Pure speculative company. I wouldn't put any money into them that you aren't prepared to lose 100%.

Kilboor

unplayable wrote: »

anyone any thoughts on providence resources?

I seem to be the only one super bullish on Providence, this is in thanks to my entry only earlier this year for the first time.

I'm open in saying it is my largest holding by a long shot and I'm currently up 55% overall.

The new management, partnership and consortium is excellent. When Barryroe hits production they will be eligible to tax credits for the 900 million they've spent so far in offshore in exploration and development.

Davy's today valued the company at 19p with 80 million barrels of oil reserve at $40(not taking into account gas reserves or carbon capture)They have a lot more oil, up to 350 million confirmed recoverable and that's not counting gas which is substantial too.

Looking further at financials the consortium is set to benefit from Norwegian tax credits too being made up of 33% Norwegian companies.

Alan Linn has already pretty much stated that this consortium is going to go ahead with the farm out of Barryroe and the only hurdle left is the Green Party/Government. Here's where Alan Linn's leadership and experience come into play, he has mentioned not only the gas supply in Barryroe but also the idea of using the nearby depleted kinsale gas fields for carbon capture to lower the carbon footprint of the operation.

He's also presenting on Thursday at proactive investors which I believe is the first time the company has ever participated. Watch this space, we will have news soon.

As a sidenote, check out LOGP too who own 20% of Barryroe and are more undervalued given a farm out announcement and favourable holdings

RIGOLO

Days like yesterday are days why I play this game .
NCYT hit hard, drops , recovers and drops again, the MMs playing their game to shake out 'scared money'. I picked up another tranche on the dip .
Time will tell who ultimately wins.
Headlines this morning tell me Covid numbers are on the way up. I believe in the need for quality testing.

WKHS is being manipulated, ROTH Capital released a note 4 days ago that the USPS contract is coming out, stock pops then yesterday the release a note saying the contract is delayed. A classic pump and dump, and they didnt have the decency to have 2 seperate firms post the note. But my entry point is still well covered, lets wait and see , that USPS has to be announced before eoy.

But when some stocks in your portfolio is going through a bear attack you look to another one in a diversified portfolio to prop you up.
And COVID stocks delivered, NVAX had a healthy pop and INO has recoverd some of its drop . NVAX had a major announcement ' Novavax Appoints Leadership Team to Advance NanoFlu through Regulatory Licensure ' . This relates to their FLU vaccine, might be 2 months might be 12 months but I can wait. Potential for a combined Covid+Influenza vaccine here.
And factor in that JnJ and now EliLily have announced a halt to their vaccine trials.
Covid is back big time and I think Wall St is positioning to the stay at home stocks and shaking the retail investor tree even though most of these stocks have their gains factored in from Covid wave one .

INTC leaking news on their GPUs, the XE. SLow and steady gains for INTC with earnings coming up and an official launch. This reminds me I was looking for a winter project think I will build my next PC with one of these babies and see how it performs.

Earnings season underway check the dates on your stocks people, just so you know when news may be dropping.
GLTA have a great day.

Jim2007

RIGOLO wrote: »

WKHS is being manipulated, ROTH Capital released a note 4 days ago that the USPS contract is coming out, stock pops then yesterday the release a note saying the contract is delayed. A classic pump and dump, and they didnt have the decency to have 2 seperate firms post the note.

That would be compliance, have a read of the SEC disclosure rules! In the land of litigation they would be hammered if they openly engaged in what you are suggesting.

But when some stocks in your portfolio is going through a bear attack you look to another one in a diversified portfolio to prop you up.

No you don’t! If you have done your homework, you should be in a position to load up.

bob mcbob

Does anyone have a view on ITM.

I think making hydrogen is the most effective way of using renewable energy at night. Also there is a start being made on using hydrogen to power vehicles.

However it is up 350% this year so may have missed an entry.

RIGOLO

Jim2007 wrote: »

That would be compliance, have a read of the SEC disclosure rules! In the land of litigation they would be hammered if they openly engaged in what you are suggesting.

No you don’t! If you have done your homework, you should be in a position to load up.

thats okay.. we disagree.
If one sector in my portfolio is under going a bear attack I take comfort in having a diversified portfolio and another sector is making gains, and I finish the day in the green . Everyone can decide for themselves if a diversified portfolio works.

As for loading up, only a fool would load up on every dip every stock in their portfolio makes. Wall St can remain illogical longer than you can stay solvent.

[Deleted User]

Jim2007 wrote: »

No you don’t! If you have done your homework, you should be in a position to load up.

Agreed. If you've done your DD and you value a stock at x and it drops that's when you make your gains. Don't think it was Warren, but one of the big boys said, 'If it's the right price before the dip it's even better value after the dip.' Or words to that effect.

Mickiemcfist

bob mcbob wrote: »

Does anyone have a view on ITM.

I think making hydrogen is the most effective way of using renewable energy at night. Also there is a start being made on using hydrogen to power vehicles.

However it is up 350% this year so may have missed an entry.

(Know nothing of the stock) however I've always felt hydrogen power was the way to go for cars but the industry keeps focusing on Electric. For whatever reason I don't think it'll happen at this point, too much investment has gone into Electric. BMW produced a hydrogen 7 series 15 years ago, I thought that was the dawn of a new age but alas, no.

bob mcbob

Mickiemcfist wrote: »

(Know nothing of the stock) however I've always felt hydrogen power was the way to go for cars but the industry keeps focusing on Electric. For whatever reason I don't think it'll happen at this point, too much investment has gone into Electric. BMW produced a hydrogen 7 series 15 years ago, I thought that was the dawn of a new age but alas, no.

I was not thinking of cars - for transport larger vehicles (buses, trains, lorries)

https://www.theengineer.co.uk/hydrogen-double-deckers-aberdeen-wrightbus/

https://www.bbc.co.uk/news/av/business-54350046

https://www.environmentalengineering.org.uk/news/fully-hydrogen-powered-truck-in-development-9827/

Also a carbon free replacement for natural gas

https://www.theguardian.com/science/2020/mar/21/is-hydrogen-the-solution-to-net-zero-home-heating

Bob Harris

bob mcbob wrote: »

I was not thinking of cars - for transport larger vehicles (buses, trains, lorries)

https://www.theengineer.co.uk/hydrogen-double-deckers-aberdeen-wrightbus/

https://www.bbc.co.uk/news/av/business-54350046

https://www.environmentalengineering.org.uk/news/fully-hydrogen-powered-truck-in-development-9827/

Also a carbon free replacement for natural gas

https://www.theguardian.com/science/2020/mar/21/is-hydrogen-the-solution-to-net-zero-home-heating

Ah tis Nikola you're looking for then! They do some great renderings of hydrogen powered trucks and they even roll down hills!
https://www.ft.com/content/a875fe3f-f59e-4dcb-aebc-ee54280122be

DutchYurt

Liamo_mu wrote: »

People think 4Dpharma is likely to rise again? Was thinking of going in on it soon.

Up 14% today!:cool:

weemcd

DutchYurt wrote: »

Up 14% today!:cool:

It's a real yo-yo stock. I think it's been vulnerable to pump and dumps recently. Also looking like it was oversold. I could see it back to 150 pretty soon (I know nothing, don't listen to me for financial advice.)

DutchYurt

weemcd wrote: »

It's a real yo-yo stock. I think it's been vulnerable to pump and dumps recently. Also looking like it was oversold. I could see it back to 150 pretty soon (I know nothing, don't listen to me for financial advice.)

Double down again it is, thanks stranger from the internet!

RIGOLO

Deleted User wrote: »

Agreed. If you've done your DD and you value a stock at x and it drops that's when you make your gains. Don't think it was Warren, but one of the big boys said, 'If it's the right price before the dip it's even better value after the dip.' Or words to that effect.

Fair enough but with that logic ratings agency would have two categories, buy and sell... with no room for hold. I dont think one should be applying every maxim literally and in all cases.

Like every investor , the big guys have had epic fails and chased dips that ended up in huge losses. If you knew your market history you could rattle them off, even Buffett has had plenty.

Im happy to invest based on my earlier point , you dont load up on every dip in every stock in your portfolio. If you have that much dry powder lying about then your not putting it to work in the first place.
Besdies you have no idea of who is the other side of your trade or how much cash they have in their armoury to keep a stock down for however long they want.

now suns shining, its 18 degs here and Im off for my midday cycle and let my investments go to work.

[Deleted User]

RIGOLO wrote: »

you dont load up on every dip in every stock in your portfolio.

You're missing the point. IF you believed the price was right, and assuming no fundamental change, then it makes sense to buy on the Dip.

With that said, it falls down because nobody can fully know the share even with significant research. And it's a generalisation for sure, but there's a logic to it.
Enjoy your cycle.

Kilboor

Been a nice two weeks. Green across the board and looks to continue

Gamestop, Providence, Barra Resources, and now UpWork.

DutchYurt

Kilboor wrote: »

Been a nice two weeks. Green across the board and looks to continue

Gamestop, Providence, Barra Resources, and now UpWork.

Same! My portfolio is up18% since early September.. the problem is it went down 20% during that little tech correction at the start of September :pac:

The expression stairs up elevator down really holds true.

Shedite27

Kilboor wrote: »

Been a nice two weeks. Green across the board and looks to continue

Gamestop, Providence, Barra Resources, and now UpWork.

Yeah having a great run for myself too, +15% in October and we're only halfway through. I underperformed in August when big tech had its massive run (Tesla, Apple), so nice to be getting the bounce.

One More Toy

Does anyone bother with premium access to yahoo finance, cnbc etc?

I used to have access to a Bloomberg terminal in my old workplace

Timmaay

My portfolio is +10% today. Back to its peak profits just before corona hit in march. If you told me I'd be back in this position before the end of the year after all that carnage I would of told you to stop ripping the piss lol.

Edit forgot to say thank you US fed. Let's not get ahead of myself and think I'm actually good at this lol.

Kilboor

One More Toy wrote: »

Does anyone bother with premium access to yahoo finance, cnbc etc?

I used to have access to a Bloomberg terminal in my old workplace

Nah I don't pay for any services, I keep creating free 14 day simplywallst accounts though using Google accounts