Share Picks 2020

Shedite27 · 08-12-2020 12:57PM

Mister Vain wrote: »

Anyone getting Airbnb tomorrow?

I've applied for IPO stock but it'll be far oversubscribed so I'm not optimistic. But yes, I will be buying AirBnB in the next month, read their S1 and a lot of analysis on this.

I love the business model, used it for years on business trips and holidays, and love the idea of it. They had huge losses with the pandemic, but got to cut a loads of staff, so once bookings came back with the less costs, they're gonna have huge profit numbers. Q3 for them was a glimpse into that, US people thought they were back to normal between waves, and the costs were cut, they had $250k profit in that quarter. When we're back up and running it'll be a monster.

Also they spend very little on advertising, everyone looking for a rental goes straight to AirBnB rather than Expedia, Google, so they might be the first ever tech company not to have to worry about paying Google and Facebook advertising money. They have very little assets as they use other peoples homes, so they're going to destroy hotels with their massive property costs. Hotels that are in a fairly goosed financial position after 2020 anyway.

Perfect brand, low costs, no assets, massive profits, no advertising to pay, yes I'm very bullish on them.

What I don't get it in IPO, I'll wait a week or two. All the tech IPO's I've followed this year have done a big V....
Snowflake - IPO at $120; Day 1 $300; dropped to $210, now $388
Lemonade - IPO at $29; Day 1 $90; dropped to $45, now $95
Asana - IPO at $27; Day 1 $30; dropped to $21, now $29

I'm confident this will be a $75bn company this time next year, so would be happy to pay anything under $100 for the shares. I expect it to be $120 on Day 1, but will be under $100 by mid-Jan (hopefully)

jinish · 08-12-2020 01:18PM

Shedite27 wrote: »

I've applied for IPO stock but it'll be far oversubscribed so I'm not optimistic. But yes, I will be buying AirBnB in the next month, read their S1 and a lot of analysis on this.

I love the business model, used it for years on business trips and holidays, and love the idea of it. They had huge losses with the pandemic, but got to cut a loads of staff, so once bookings came back with the less costs, they're gonna have huge profit numbers. Q3 for them was a glimpse into that, US people thought they were back to normal between waves, and the costs were cut, they had $250k profit in that quarter. When we're back up and running it'll be a monster.

Also they spend very little on advertising, everyone looking for a rental goes straight to AirBnB rather than Expedia, Google, so they might be the first ever tech company not to have to worry about paying Google and Facebook advertising money. They have very little assets as they use other peoples homes, so they're going to destroy hotels with their massive property costs. Hotels that are in a fairly goosed financial position after 2020 anyway.

Perfect brand, low costs, no assets, massive profits, no advertising to pay, yes I'm very bullish on them.

What I don't get it in IPO, I'll wait a week or two. All the tech IPO's I've followed this year have done a big V....
Snowflake - IPO at $120; Day 1 $300; dropped to $210, now $388
Lemonade - IPO at $29; Day 1 $90; dropped to $45, now $95
Asana - IPO at $27; Day 1 $30; dropped to $21, now $29

I'm confident this will be a $75bn company this time next year, so would be happy to pay anything under $100 for the shares. I expect it to be $120 on Day 1, but will be under $100 by mid-Jan (hopefully)

Thank you, will load up some during the dip

DutchYurt · 08-12-2020 01:22PM

Shedite27 wrote: »

I've applied for IPO stock but it'll be far oversubscribed so I'm not optimistic. But yes, I will be buying AirBnB in the next month, read their S1 and a lot of analysis on this.

I love the business model, used it for years on business trips and holidays, and love the idea of it. They had huge losses with the pandemic, but got to cut a loads of staff, so once bookings came back with the less costs, they're gonna have huge profit numbers. Q3 for them was a glimpse into that, US people thought they were back to normal between waves, and the costs were cut, they had $250k profit in that quarter. When we're back up and running it'll be a monster.

Also they spend very little on advertising, everyone looking for a rental goes straight to AirBnB rather than Expedia, Google, so they might be the first ever tech company not to have to worry about paying Google and Facebook advertising money. They have very little assets as they use other peoples homes, so they're going to destroy hotels with their massive property costs. Hotels that are in a fairly goosed financial position after 2020 anyway.

Perfect brand, low costs, no assets, massive profits, no advertising to pay, yes I'm very bullish on them.

What I don't get it in IPO, I'll wait a week or two. All the tech IPO's I've followed this year have done a big V....
Snowflake - IPO at $120; Day 1 $300; dropped to $210, now $388
Lemonade - IPO at $29; Day 1 $90; dropped to $45, now $95
Asana - IPO at $27; Day 1 $30; dropped to $21, now $29

I'm confident this will be a $75bn company this time next year, so would be happy to pay anything under $100 for the shares. I expect it to be $120 on Day 1, but will be under $100 by mid-Jan (hopefully)

Great take on it! Thank you!

Timmaay · 08-12-2020 01:37PM

DutchYurt wrote: »

Great take on it! Thank you!

https://youtu.be/EqQQ8OLNiSM anyone else follow this chap on YouTube? He's alittle too positive about everything and has started spamming with his patreon too much lately, however I really like his detailed analysis. But yeh largely agreed about Airbnb, I'll be looking at small positions at the IPO and any dips after the hype dies down.

This weeks smallcap winners for me include TRNE (upcoming SPAC on metal 3D printing, similar to nndm), AQP (GMO salmon fish farming company, Ark invest have a good few shares in them) and UMC.

DSGT and SOLO (both EV companies) I caught the top of and was left with 40%+ drawdowns, but thankfully they are creeping back up now. What do yas tend to do when you have a small cap as such that was on a momentum run but sinks like a stone once you buy lol, cut your losses quick, hang on until you get somewhere towards breakeven, or do you hold on hoping eventually they eventually proper pop again haha?

Bob Harris · 08-12-2020 02:16PM

Timmaay wrote: »

https://youtu.be/EqQQ8OLNiSM anyone else follow this chap on YouTube? He's alittle too positive about everything and has started spamming with his patreon too much lately, however I really like his detailed analysis. But yeh largely agreed about Airbnb, I'll be looking at small positions at the IPO and any dips after the hype dies down.

Don't know that channel - there's a guy in Dublin 'The Popular Investor' Robert Reynolds I think his name is, he does excellent analysis of companies - well worth a look - the best I've seen for content and how it's delivered.

Bob Harris · 08-12-2020 02:23PM

I like AirBnB too - it's a term that has worked it's way into our daily lexicon like google and Uber and that is a very powerful marketing tool that costs nothing.

Supercell · 08-12-2020 02:28PM

Bob Harris wrote: »

I like AirBnB too - it's a term that has worked it's way into our daily lexicon like google and Uber and that is a very powerful marketing tool that costs nothing.

That's so true, when i go on holidays the inevitable question I get these days is did you AirBnB it? For families with kids its a great way of cutting costs and establishing a base for them to run around. Our last 4/5 holidays were spent in AirBnB accommodation the other was a Haven holiday in Wales (best ever apparently by the kids!)

I'd say its going to be a very popular IPO

Nemeses2050 · 08-12-2020 03:06PM

jinish wrote: »

Any comments on BFT? Merge news re paysafe. Any comments?

Jumped in yesterday to ride the trend on the news of merger don't know much about the BFT or its mgmt, however Paysafe is a UK based payment processor with various brands under its arm. It is privately owned by Blackstone and CVC currently.

This is my short-term speculation holding

Atlas_IRL · 08-12-2020 03:48PM

IPOC surely worth looking at under $11/12 dollars, this will be far more in a few months. One of Chamaths spac's that is merging with clover health.

al87987 · 08-12-2020 04:04PM

Lexicon Pharmaceuticals LXRX with a 50% jump for me today. Only bought a very small bit last week and its up 70% so far.

I'm only trading less than a month and read this article today basically saying its a bad investment so not sure how to proceed. Any feedback apprectiated.
https://www.google.ie/amp/s/www.investorsobserver.com/news/stock-update/amp/how-risky-is-lexicon-pharmaceuticals-inc-lxrx-stock

bcklschaps · 08-12-2020 04:15PM

Soo, a Brexit deal of sorts has been agreed. Yawn !!!!

Was thinking there would be a bounce in UK shares. Soo far noofing, mate.

roosterman71 · 08-12-2020 04:57PM

Someone on here tipped Regulus ($RGLS) a good few months back. Based on that tip, and that tip alone I put some money their way. Shortly after the price collapsed and as per my usual strategy I left the position open in the hope it would turn around. Seems to have happened and it's up 27% today compared to yesterday and I'm 20% up now! Not sure what the trigger was

cronos · 08-12-2020 05:06PM

roosterman71 wrote: »

Someone on here tipped Regulus ($RGLS) a good few months back. Based on that tip, and that tip alone I put some money their way. Shortly after the price collapsed and as per my usual strategy I left the position open in the hope it would turn around. Seems to have happened and it's up 27% today compared to yesterday and I'm 20% up now! Not sure what the trigger was

Hardest question is when to sell. I was up 14% earlier on crosshair gaming.

Thargor · 08-12-2020 05:17PM

Anybody still watching Pilbara Minerals PLS? Had them pretty much written off but they've come roaring back. Problem is Im buying a house soon and the cash would be seriously helpful at the minute, wondering what the chances are of it slipping away. Although it does seem like an actual lithium boom could be on the horizon now after the false starts.

Nemeses2050 · 08-12-2020 05:21PM

Nemeses2050 wrote: »

Folks watch-out for Ciena Corp - CIEN networking giant. After last Quarter results in Sep which beat the estimates, their guidance did them and they dropped 30%, IMO they have formed a base around 38-39 and ripe to grow from there. have picked some at 39.60..
Will hold with a SL of 5-7%

Not sure if anyone got it, has been ticking along nicely and is up nearly 20%, earnings will be out this Thursday Morning...based on Q3 guidance Revenue is supposed to be lower if it beats it expect it to pop. So hold with a tight SL.

roosterman71 · 08-12-2020 05:25PM

cronos wrote: »

Hardest question is when to sell. I was up 14% earlier on crosshair gaming.

Not hard at all. I sold!

DutchYurt · 08-12-2020 05:27PM

Nemeses2050 wrote: »

Not sure if anyone got it, has been ticking along nicely and is up nearly 20%, earnings will be out this Thursday Morning...based on Q3 guidance Revenue is supposed to be lower if it beats it expect it to pop. So hold with a tight SL.

I'm in on this, got in at 42! Lets hope for the pop.

Got out of fastly today as it tested the 100, didn't quite back it. I expect some pull back either later today or tomorrow.. lots of chatter on partnerships, acquisitions etc, will see how she goes.

My white whale Edesa continues to break to my heart hitting the 4.5 level today, 8.6 was my original buy.

Picked up some more PSTH on the dip.

Added more to my SQ position also.

al87987 · 08-12-2020 05:39PM

al87987 wrote: »

Lexicon Pharmaceuticals LXRX with a 50% jump for me today. Only bought a very small bit last week and its up 70% so far.

I'm only trading less than a month and read this article today basically saying its a bad investment so not sure how to proceed. Any feedback apprectiated.
https://www.google.ie/amp/s/www.investorsobserver.com/news/stock-update/amp/how-risky-is-lexicon-pharmaceuticals-inc-lxrx-stock

120% up for me now. Citi upgraded to buy and a target price of 6 off the back of positive research results. I got in at 1.46 and it's floating around 3.30 now.

08-12-2020 05:48PM

virginmediapls wrote: »

Whoever got me in on 4d pharma, you're a fecker.

Entire portfolio is green today except for them!

I think i was the original 4d pharma tip on here ....... at 60p though :pac:

weemcd · 08-12-2020 06:21PM

Augeo wrote: »

I think i was the original 4d pharma tip on here ....... at 60p though :pac:

Same. My initial buy of 4d was approximately 70p. I have added since. But whoever tipped this back at the start of the year would have been well up regardless of current price. 300%+ if they timed their exit at peak.

Nemeses2050 · 08-12-2020 07:13PM

DutchYurt wrote: »

I'm in on this, got in at 42! Lets hope for the pop.

Got out of fastly today as it tested the 100, didn't quite back it. I expect some pull back either later today or tomorrow.. lots of chatter on partnerships, acquisitions etc, will see how she goes.

My white whale Edesa continues to break to my heart hitting the 4.5 level today, 8.6 was my original buy.

Picked up some more PSTH on the dip.

Added more to my SQ position also.

Markets have reacted strangely even after excellent results off lately, so hold with a tight SL just in case.

Im not in Edsa but in INO, they won't pop until progress to next stage of trails so forget them for a while but don't add more.

RIGOLO · 08-12-2020 07:33PM

I think alot of traders are booking their profits for eoy. Collecting bonuses, meeting targets etc.. Bar a major new news item I see the next 2 weeks as a precursor to what will happen in 2021. New POTUS, new year, new vaccines. Plan to be in the right position for the start of the year , change your timeframe, the wild swings of 2020 are coming to a close.

bfa1509 · 08-12-2020 07:37PM

RIGOLO wrote: »

I think alot of traders are booking their profits for eoy. Collecting bonuses, meeting targets etc.. Bar a major new news item I see the next 2 weeks as a precursor to what will happen in 2021. New POTUS, new year, new vaccines. Plan to be in the right position for the start of the year , change your timeframe, the wild swings of 2020 are coming to a close.

I think all the adrenalin junkies will be moving to crypto for 2021. I'm starting to gather a few more nuts in that department myself.

jams100 · 08-12-2020 09:48PM

So I'm holding a 25% loss on GAN, thinking of selling now and then possibly buying it back after the 30 days. I dont see the downside in this unless it magically rises within the 30 days.
As it stands I'm well over the cgt limit so this would reduce my liability. Am I missing anything here?

Uncle Mclovin · 08-12-2020 11:46PM

Shedite27 wrote: »

I've applied for IPO stock but it'll be far oversubscribed so I'm not optimistic. But yes, I will be buying AirBnB in the next month, read their S1 and a lot of analysis on this.

I love the business model, used it for years on business trips and holidays, and love the idea of it. They had huge losses with the pandemic, but got to cut a loads of staff, so once bookings came back with the less costs, they're gonna have huge profit numbers. Q3 for them was a glimpse into that, US people thought they were back to normal between waves, and the costs were cut, they had $250k profit in that quarter. When we're back up and running it'll be a monster.

Also they spend very little on advertising, everyone looking for a rental goes straight to AirBnB rather than Expedia, Google, so they might be the first ever tech company not to have to worry about paying Google and Facebook advertising money. They have very little assets as they use other peoples homes, so they're going to destroy hotels with their massive property costs. Hotels that are in a fairly goosed financial position after 2020 anyway.

Perfect brand, low costs, no assets, massive profits, no advertising to pay, yes I'm very bullish on them.

What I don't get it in IPO, I'll wait a week or two. All the tech IPO's I've followed this year have done a big V....
Snowflake - IPO at $120; Day 1 $300; dropped to $210, now $388
Lemonade - IPO at $29; Day 1 $90; dropped to $45, now $95
Asana - IPO at $27; Day 1 $30; dropped to $21, now $29

I'm confident this will be a $75bn company this time next year, so would be happy to pay anything under $100 for the shares. I expect it to be $120 on Day 1, but will be under $100 by mid-Jan (hopefully)

How does one apply for an IPO stock? Is there a minimum entry level?

RIGOLO · 09-12-2020 10:03AM

bfa1509 wrote: »

I think all the adrenalin junkies will be moving to crypto for 2021. I'm starting to gather a few more nuts in that department myself.

I was on the wave early November made some nice gains, but should have held RIOT longer. Still I took some positions in some smaller miners ARB, HUT8, HIVE so far so good, yes maybe 2021 will be another legup for bitcoin.

Imagine if Ackman PSTH merger target is Coinbase. This would be a disruptor event and impact across many crypto companies and the whole financial sector.

disclaimer .. at this point PSTH have been linked to every conceiveable partner target including Trotters Independent Trading Co.

Shedite27 · 09-12-2020 10:31AM

Uncle Mclovin wrote: »

How does one apply for an IPO stock? Is there a minimum entry level?

I use Freedom24. €2k is the minimum application, but with over subscribed stock like this I'll be lucky to get €200.

hottipper · 09-12-2020 10:57AM

jams100 wrote: »

So I'm holding a 25% loss on GAN, thinking of selling now and then possibly buying it back after the 30 days. I dont see the downside in this unless it magically rises within the 30 days.
As it stands I'm well over the cgt limit so this would reduce my liability. Am I missing anything here?

I'd be tempted to keep it for a while longer, i'm in it also (-6% currently). Its converging now so might see some upside. dkng and penn also bounced yesterday so maybe the whole sector will move up. It is a bit of a laggard but might come good in time.

Atlas_IRL · 09-12-2020 11:02AM

Shedite27 wrote: »

I use Freedom24. €2k is the minimum application, but with over subscribed stock like this I'll be lucky to get €200.

I've seen this site pop up a lot, are you guaranteed a certain price or does It just puts your order in quicker that other sites. How would it work for an ipo compared to Degiro?

crushproof · 09-12-2020 11:11AM

iAcesHigh wrote: »

Finally I can write a suggestion here.

$LMND - Lemonade Inc, "modern insurance company" that IPOed recently is a bigger winner so far, and I would assume will only go up.

Thanks for the tip. I pulled the trigger at $48, so delighted with the returns so far, cracked 90 this week. They seem to be on the money and are expanding iFrance so definitely one to watch.

Share Picks 2020

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