Share Picks 2021 - Thread banned users post #1

Chuckie_Egg · 06-02-2021 12:39PM

Tipsy McSwagger wrote: »

Dope

Not a dope but a Bag holder.
Happens to a lot of retail investors.
There's going to be a lot more Bag holders when this EV/Tech bubble pops

Supercell · 06-02-2021 12:43PM

FLNT had a great day on Friday but I think there is plenty more to come, going to add on Monday along side some more KBNT if it dips at all, that one could really explode any day I feel.
Thinking of selling my MARA, up a bit on it but anything BTC makes me uneasy and I dont like the stress of that. Will regret if BTC makes a new high next week of course, hope it does it this weekend before I can sell

Outkast_IRE · 06-02-2021 12:58PM

Chuckie_Egg wrote: »

Not a dope but a Bag holder.
Happens to a lot of retail investors.
There's going to be a lot more Bag holders when this EV/Tech bubble pops

I was browsing a fair amount of tech and ev company share prices in the last week and the amount that had doubled , tripled , quadrupled in the last year was massive , even though the underlying business had only moderate growth . Too much stimulus money flooding in from all over the globe .

Had a browse of a few renewables as well and same story ,

jams100 · 06-02-2021 03:00PM

hottipper wrote: »

GME didn't end well for this guy

https://www.gofundme.com/f/small-investor-lost-life-savings-in-gme-stock

Whether this is actually true or not, the lesson is, don't apply rational logic to a stock thats trading irrationally, it won't work.

cronos · 06-02-2021 03:57PM

Outkast_IRE wrote: »

I was browsing a fair amount of tech and ev company share prices in the last week and the amount that had doubled , tripled , quadrupled in the last year was massive , even though the underlying business had only moderate growth . Too much stimulus money flooding in from all over the globe .

Had a browse of a few renewables as well and same story ,

The same could have been said about the tech companies like google and amazon in the 2000's etc... The anticipation is that in future all car's will be electric and that governments will work to make that happen. The electric car tech is just dramatically improving to the point that the traditional internal combustion engine is going to go to the same place the CRT tv went when flat screens turned up. This does not however mean all EV companies are going to succeed or that we are not in a dot com style bubble of the EV sector. However there will be Google's and Amazon's that come out the other end of it. I don't think stimulus is the main problem, the main problem is you have no alternate savings options and it's very obvious the potential of the EV market.

Timmaay · 06-02-2021 04:33PM

Outkast_IRE wrote: »

I was browsing a fair amount of tech and ev company share prices in the last week and the amount that had doubled , tripled , quadrupled in the last year was massive , even though the underlying business had only moderate growth . Too much stimulus money flooding in from all over the globe .

Had a browse of a few renewables as well and same story ,

The way I see it that stimulus money isn't going to be unprinted, and with interest rates largely at zero I don't see this bubble bursting the same way it does in an normal stock market crash. Instead I think we'll increasingly see ridiculous volatility between different sectors, as everyone follows the momentum train around the place, be it tech, EVs, cryptos, covid stocks etc. The trick is making sure you are in ahead of the crowd and book your cheap seat early, and not be left rushing trying to catch the train as it's speeding away lol.

Timmaay · 06-02-2021 05:06PM

Supercell wrote: »

FLNT had a great day on Friday but I think there is plenty more to come, going to add on Monday along side some more KBNT if it dips at all, that one could really explode any day I feel.
Thinking of selling my MARA, up a bit on it but anything BTC makes me uneasy and I dont like the stress of that. Will regret if BTC makes a new high next week of course, hope it does it this weekend before I can sell

Mobile and media advertising, we got a new hype train in town, will it be half as successful as the EV boom across the last 6months? I'm mostly certainly well onboard now anyways.

Supercell · 06-02-2021 05:15PM

Timmaay wrote: »

Mobile and media advertising, we got a new hype train in town, will it be half as successful as the EV boom across the last 6months? I'm mostly certainly well onboard now anyways.

Tell me about it, I'm the genius that sold APPS for a loss at $5.80 and TTD for a loss at $170 last March...
Still smarting from those lessons well learned! Flavour of the month seems to be advertising, don't fight the crowd, learned that chasing alts in crypto whilst BTC powered ahead in 2017.

crazy_kenny · 06-02-2021 06:14PM

How do you treat SPACs when investing? Invest early based on rumors or wait until announced. I’m watching the $CCIV and lucid motors drama. Shares touched $35 on Friday.

roosterman71 · 06-02-2021 06:23PM

crazy_kenny wrote: »

How do you treat SPACs when investing? Invest early based on rumors or wait until announced. I’m watching the $CCIV and lucid motors drama. Shares touched $35 on Friday.

Closer to NAV the better. NAV usually around the $10 mark. I got into $CCIV at $12.20 and sold out when it hit $30. Those Lucid rumours are around a long time and if they are true, ya'd expect to see a pop on $CCIV. Likewise, could go down

Get in early if possible and scale out when it rises. Can always go back for more but at least ya have some €€€ in the pocket from it

MAJJ · 06-02-2021 06:28PM

Timmaay wrote: »

Mobile and media advertising, we got a new hype train in town, will it be half as successful as the EV boom across the last 6months? I'm mostly certainly well onboard now anyways.

Hi Timmaay, any suggestions in that space. I may go into FLNT, thanks

Curious Geroge · 06-02-2021 10:10PM

Treppen wrote: »

In memoriam of RIGOLO.

Anyone know which forum's RIGOLO may be posting on ?

bish76 · 06-02-2021 10:11PM

DulchieLaois wrote: »

I am in Gevo, just wondering if you rate them since u sold.

I believe in bio-energy and their Net-Zero concept of harvesting wind energy. With Biden in lead, I think the company has good long term perspective if you can hold. It's still new company though. I am investing in tried and tested Royal Dutch Shell in energy sector which are undervalued at the moment. Only have to wait for a year

Timmaay · 06-02-2021 10:57PM

MAJJ wrote: »

Hi Timmaay, any suggestions in that space. I may go into FLNT, thanks

APPS is the biggest, but the horse has bolted after they blew earnings out of the water last week, defo too much too soon, wait for it to come back into that channel it's been trading in for last 8months. Peri and MGNI similar 2bh, put them on your watch list and wait for the next pullback to 20 or 50day ma. (I added add of theses during the 2 minor Jan corrections, capitol hill and GME, be greedy when others are fearful ha.) FLNT quite abit more volatile, if it dips back towards 6.00 I'd be jumping back in. KBNT I'd say has the best setup at the min, it went on a wild run in dec (pump and dump for all I know), where it hit 10, it dropped back quickly but has nicely formed a base at 5.50 and is trending up again. TTD, PUGB, SCOR, ZDGE and tencent also showing up on stocktwits as being in a similar area for me, but I've done no homework on them yet.

Timmaay · 06-02-2021 11:05PM

Supercell wrote: »

Tell me about it, I'm the genius that sold APPS for a loss at $5.80 and TTD for a loss at $170 last March...
Still smarting from those lessons well learned! Flavour of the month seems to be advertising, don't fight the crowd, learned that chasing alts in crypto whilst BTC powered ahead in 2017.

Ha, I sold my 200 APPS for 5.89 same time, at least I got a slightly better price than you

, but ugggghhhhhh yep fml. I was in apps again from 23 until 42 last summer, and only just got back in Jan for 50.

adam240610 · 06-02-2021 11:14PM

Any thoughts on JMIA? was thinking of entering yesterday but might be best to wait till after earnings later in the month, might do half now half after to hedge my bets

The market cap has dropped 20% after earnings consecutively for a few quarters (overall very positive gain though)

MAJJ · 07-02-2021 12:08AM

Timmaay wrote: »

APPS is the biggest, but the horse has bolted after they blew earnings out of the water last week, defo too much too soon, wait for it to come back into that channel it's been trading in for last 8months. Peri and MGNI similar 2bh, put them on your watch list and wait for the next pullback to 20 or 50day ma. (I added add of theses during the 2 minor Jan corrections, capitol hill and GME, be greedy when others are fearful ha.) FLNT quite abit more volatile, if it dips back towards 6.00 I'd be jumping back in. KBNT I'd say has the best setup at the min, it went on a wild run in dec (pump and dump for all I know), where it hit 10, it dropped back quickly but has nicely formed a base at 5.50 and is trending up again. TTD, PUGB, SCOR, ZDGE and tencent also showing up on stocktwits as being in a similar area for me, but I've done no homework on them yet.

I appreciate you taking the time to share, will review.

crushproof · 07-02-2021 12:14AM

Curious Geroge wrote: »

Anyone know which forum's RIGOLO may be posting on ?

I thought he came back?

tusk · 07-02-2021 12:58AM

I'd nearly donate to that fella just to leave a note telling him how much of a gob****e he is.

littlevillage · 07-02-2021 02:05AM

roosterman71 wrote: »

Closer to NAV the better. NAV usually around the $10 mark. I got into $CCIV at $12.20 and sold out when it hit $30. Those Lucid rumours are around a long time and if they are true, ya'd expect to see a pop on $CCIV. Likewise, could go down

Get in early if possible and scale out when it rises. Can always go back for more but at least ya have some €€€ in the pocket from it

Big pop in CCIV Friday. Confirmation of Lucid must be imminent. Just some last minute horse trading with the Saudi's (if you are to believe the bulletin boards)

cronos · 07-02-2021 03:31AM

littlevillage wrote: »

Big pop in CCIV Friday. Confirmation of Lucid must be imminent. Just some last minute horse trading with the Saudi's (if you are to believe the bulletin boards)

I'm confident enough not to take profits personally. But I'm happy to lose the profits in favour of the potential upside. I think it will be a very quick rise on announcement (or decline on failure...).

cronos · 07-02-2021 03:34AM

crazy_kenny wrote: »

How do you treat SPACs when investing? Invest early based on rumors or wait until announced. I’m watching the $CCIV and lucid motors drama. Shares touched $35 on Friday.

Not all spac's are the same in the same way not all shares are the same. I've got a mix of ones where I just believe in the management teams where it's near NAV and ones like CCIV which I took based on momentum and knowing that anything that's legitimately in the tesla story conversation would do exceptionally well in the current market.

Rumours from Bloomberg seem quite close to official announcements based on their accuracy rates. But "in talks" is not the same as deal confirmed.

Shedite27 · 07-02-2021 10:19AM

Timmaay wrote: »

Ha, I sold my 200 APPS for 5.89 same time, at least I got a slightly better price than you , but ugggghhhhhh yep fml. I was in apps again from 23 until 42 last summer, and only just got back in Jan for 50.

I think I got in about the same time as you at $23 and have held all the way. Been a great year for them, thanks to whoever it was that posted them up here

circadian · 07-02-2021 11:13AM

Ocugen up 64% in after hours looking very strong at the minute. Got on around $3 thanks to a tip in here.

Through searches and analysis I keep seeing Castor Maritime popping up so I think I'll throw a small amount at it and see where I end up in a few weeks or so.

suave.4u · 07-02-2021 12:10PM

circadian wrote: »

Ocugen up 64% in after hours looking very strong at the minute. Got on around $3 thanks to a tip in here.

Through searches and analysis I keep seeing Castor Maritime popping up so I think I'll throw a small amount at it and see where I end up in a few weeks or so.

https://www.fool.com/investing/2021/02/05/why-ocugen-stock-skyrocketed-today/

good read on future pricing

DeanAustin · 07-02-2021 04:12PM

Looking for some opinions on going long on a couple of stocks.

Bank of Ireland seems to be gaining over the last two months but is still well shy of where it was 12 months ago. I know with low interest rates and having sold off a lot of their profitable business over the last 12 years they're going to struggle to make massive profits but I can't see it not going up and it's a pretty safe business from the point of view that if they didn't go belly up in 2008, they'll never be allowed to go to the wall.

Pfizer hasn't popped at all given they were first to the Western market with the vaccine. They've actually gone down over the last couple of months despite strong revenue projections for the coming year (even allowing for the vaccine associated revenue). The dividend yield is pretty attractive too (4.4% - $1.56 on a current price of $34.92). I'm thinking they're also fairly recession proof given that the price hasn't popped over the last couple of years in the same way other share prices have.

Jimbobjoeyman · 07-02-2021 06:03PM

DeanAustin wrote: »

Looking for some opinions on going long on a couple of stocks.

Bank of Ireland seems to be gaining over the last two months but is still well shy of where it was 12 months ago. I know with low interest rates and having sold off a lot of their profitable business over the last 12 years they're going to struggle to make massive profits but I can't see it not going up and it's a pretty safe business from the point of view that if they didn't go belly up in 2008, they'll never be allowed to go to the wall.

A quick scan of the financial statements says they're ****ed imo.

That and their inability to modernize effectively to compete with new challenger banks offering similar day-to-day products that are significantly cheaper and more efficient.

You're right that they won't fail but unless something significant changes I think they'll just fade into obscurity.

DeanAustin · 07-02-2021 06:29PM

Jimbobjoeyman wrote: »

A quick scan of the financial statements says they're ****ed imo.

That and their inability to modernize effectively to compete with new challenger banks offering similar day-to-day products that are significantly cheaper and more efficient.

You're right that they won't fail but unless something significant changes I think they'll just fade into obscurity.

What worries you on the financial statements?

Jimbobjoeyman · 07-02-2021 06:33PM

DeanAustin wrote: »

What worries you on the financial statements?

I only glanced over the last two years and the interim reports for 2020 so don't take it as gosphel.

Revenue is on the floor and dropping fast coupled with a large cost base.

DeanAustin · 07-02-2021 06:43PM

Jimbobjoeyman wrote: »

I only glanced over the last two years and the interim reports for 2020 so don't take it as gosphel.

Revenue is on the floor and dropping fast coupled with a large cost base.

Thanks.

Revenue was up 31m on 2019 v 2018 while costs went down by 67m I think?

Didn't see the interim report for 2020 but would expect some impact from covid. Must go take a look.

Share Picks 2021 - Thread banned users post #1

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