Share Picks 2021 - Thread banned users post #1

jimmii · 15-02-2021 10:16AM

Take Your Pants Off wrote: »

What are peoples thoughts on BNGO and HTBX?

Did a bit of reading on on these:

BNGO:
They are unprofitable, has negative revenue growth and a crazy. Cash position is better than I expected, small biotech firms are usually drowning in debt. Price to Sales of 500+, and price to book over 200. But rumours of ARK investing in it also the fact it is a Genome play, it could be in for a ride.

As for HTBX. They have a history of share offerings and reverse splits, as do many pharma companies. They currently have an ATM offering which I suspect will close soon. It hey also have a few cash to sit on.

I got in on BNGO at 1.97 and 2.6. I don't think you can really read anything into their past numbers this is obviously all about saphyr. Even if it only does half of what it's meant to I think it has a long way to go. If it is the real deal you would imagine a takeover will happen at some point from one of the big guns. Wouldn't be the first time we saw something like this that turned out to be an absolute dud though.

Cute Hoor · 15-02-2021 10:31AM

Gonzovision wrote: »

Argo flying since it closed in LSE - up to $2.50

Trading halted because of volatility

Treppen · 15-02-2021 11:51AM

Cute Hoor wrote: »

Trading halted because of volatility

Where are you seeing that. I'm seeing it ticking away on Yahoo finance.

ARB.L yes?

EDIT: I see it's the US ARBKF . So why the breakaway from London?

Treppen · 15-02-2021 11:52AM

Anyone come across EV manufacturer Geely ? Own Volvo and backed by Tencent.

retalivity · 15-02-2021 12:12PM

Coupang IPO on NYSE announced on Friday, going to be all over that.
A company that actually beat Amazon at their own game.

Cute Hoor · 15-02-2021 12:16PM

Treppen wrote: »

Where are you seeing that. I'm seeing it ticking away on Yahoo finance.

ARB.L yes?

EDIT: I see it's the US ARBKF . So why the breakaway from London?

I'm seeing it on IB Trader Workstation (ARB.L), but like you say on Yahoo Finance it appears to be trading away merrily, an IB issue I suspect.

Edit: Just after I posted it is back on track on IB Trader Workstation, are they watching here

wrestlemaniac · 15-02-2021 12:34PM

Treppen wrote: »

Anyone come across EV manufacturer Geely ? Own Volvo and backed by Tencent.

Yeah, I'm in on this myself. A lot more popular in China than Nio currently.

At a good price point as well at the moment so I will be adding more tomorrow

pitrn · 15-02-2021 01:58PM

Cute Hoor wrote: »

Trading halted because of volatility

Only Argo block chain available on Digero is from LSE and it's priced at 180£..

Xaniaj · 15-02-2021 02:04PM

pitrn wrote: »

Only Argo block chain available on Digero is from LSE and it's priced at 180£..

That's 180p as opposed to £180.

Treppen · 15-02-2021 02:43PM

wrestlemaniac wrote: »

Yeah, I'm in on this myself. A lot more popular in China than Nio currently.

At a good price point as well at the moment so I will be adding more tomorrow

Would like a small punt, but alas degiro are looking for min 1000 lot buys!

Are you buying from Hong Kong market?

circadian · 15-02-2021 02:48PM

Treppen wrote: »

Anyone come across EV manufacturer Geely ? Own Volvo and backed by Tencent.

They have a decent portfolio, the own Lotus and Proton too. They've also resurrected the Volvo Polestar brand and the Polestar 2 released a year or two ago is apparently every bit as good as a Tesla with presumably better build quality given the facilities available to them.

pitrn · 15-02-2021 03:22PM

Considering Apple going into EV sector and discussing their tieup / plans with Car manufacturers, what is the view of getting into Apple stock..

circadian · 15-02-2021 03:27PM

pitrn wrote: »

Considering Apple going into EV sector and discussing their tieup / plans with Car manufacturers, what is the view of getting into Apple stock..

I can't see Apple genuinely going into car manufacturing. I think what is really happening is they are trying to get themselves into a dominant OS position as more and more vehicles will require increasingly complex Operating Systems, especially if self driving vehicles become the norm.

As far as I remember their self driving capabilities are lagging far behind competitors including Google, requiring driver intervention much more regularly.

That's not to say that Apple could be successful in this sector, but as far as making cars goes. I don't really see it, it doesn't fit their business model at all.

bish76 · 15-02-2021 03:54PM

Geely is vailable in FRA. Well covered by analyst recently so I think price already reflects near future prospects. Happy to buy it around 2.3 current bid is 3.28.

robman60 · 15-02-2021 05:13PM

All-time highs for my portfolio today. I have a lot of UK exposure, which I started into when the pound was very weak so making some capital gains as well as currency gains if I decide to convert back to euro.

Thanks to the ARB tipsters, up 160% since getting into it in the midst of the gamestop stuff.

Chuckie_Egg · 15-02-2021 07:58PM

UK flying today, I just have the iShares Core FTSE 100 ETF which gives good exposure to the UK market. (Free to invest once every month with degiro)
ftse 1000 at ~6700 which is still over a 1000 points off the ath of 7877 points, which was reached on 22 May 2018. The ftse is less tech based and has more Miners, healthcare, banking and Insurance compared to the likes of the S&P.
I think this will do well over the next 18 months as brexit gets smoothed out

Green&Red · 15-02-2021 10:30PM

Green&Red wrote: »

£ARG - Argo Blockchain PLC

Mine Bitcoin, keep 50% of what they mine so essentially a bet on Bitcoin.
Not yet on Nasdaq as they’re below $2 but RIOT and MARA trade for 4X, mine less and sell a bigger %

Risky stock but long term big upside

How wrong was I

Short term huge upside

cronos · 15-02-2021 10:43PM

Chuckie_Egg wrote: »

UK flying today, I just have the iShares Core FTSE 100 ETF which gives good exposure to the UK market. (Free to invest once every month with degiro)
ftse 1000 at ~6700 which is still over a 1000 points off the ath of 7877 points, which was reached on 22 May 2018. The ftse is less tech based and has more Miners, healthcare, banking and Insurance compared to the likes of the S&P.
I think this will do well over the next 18 months as brexit gets smoothed out

I'm hopeful my PRSA is covering this market for me!

bish76 · 15-02-2021 11:13PM

Chuckie_Egg wrote: »

UK flying today, I just have the iShares Core FTSE 100 ETF which gives good exposure to the UK market. (Free to invest once every month with degiro)
ftse 1000 at ~6700 which is still over a 1000 points off the ath of 7877 points, which was reached on 22 May 2018. The ftse is less tech based and has more Miners, healthcare, banking and Insurance compared to the likes of the S&P.
I think this will do well over the next 18 months as brexit gets smoothed out

Does it fall under 41% ETF tax or 33% CGT ?

borus22222 · 16-02-2021 12:24AM

I have a quick question, I play US market mostly and looking to hedge my positions as i feel that market is quite volatile.

Not that comfortable with options so was looking for some shares which would follow the opposite direction then the market. I found ETF such as UVXY VXX but i can't buy them via interactive brokers. Would anyone have some eu registered ones which would follow SP500 or suggest different way to hedge the positions against potential market correction?

circadian · 16-02-2021 01:37AM

borus22222 wrote: »

I have a quick question, I play US market mostly and looking to hedge my positions as i feel that market is quite volatile.

Not that comfortable with options so was looking for some shares which would follow the opposite direction then the market. I found ETF such as UVXY VXX but i can't buy them via interactive brokers. Would anyone have some eu registered ones which would follow SP500 or suggest different way to hedge the positions against potential market correction?

I'm open to correction but an ETF could expose you to greater problems depending on how versatile the portfolio is. If I remember correctly they've been linked to short crashes in the last decade so if you're going down that route then be very certain of what you're buying.

As for brokers, I don't know of any but I'm sure there are one or two that offer them. I guess the nature of reducing brokerage costs results in brokers not really bothering to offer them.

Did you smash it · 16-02-2021 02:02AM

borus22222 wrote: »

I have a quick question, I play US market mostly and looking to hedge my positions as i feel that market is quite volatile.

Not that comfortable with options so was looking for some shares which would follow the opposite direction then the market. I found ETF such as UVXY VXX but i can't buy them via interactive brokers. Would anyone have some eu registered ones which would follow SP500 or suggest different way to hedge the positions against potential market correction?

You can buy S&P inverse ETFs. If it goes up you lose, if it goes down you win. They can be leveraged so you win or lose times two.

borus22222 · 16-02-2021 08:31AM

Did you smash it wrote: »

You can buy S&P inverse ETFs. If it goes up you lose, if it goes down you win. They can be leveraged so you win or lose times two.

It appears to me that I can only buy european registered ETFs. Some sort of regulation. I'm struggling to find inverse etf with european ticker.

borus22222 · 16-02-2021 08:36AM

circadian wrote: »

I'm open to correction but an ETF could expose you to greater problems depending on how versatile the portfolio is. If I remember correctly they've been linked to short crashes in the last decade so if you're going down that route then be very certain of what you're buying.

As for brokers, I don't know of any but I'm sure there are one or two that offer them. I guess the nature of reducing brokerage costs results in brokers not really bothering to offer them.

Appreciate your opinion, therefore my second question. What other safety net can be established? I know that playing options you can buy "puts" but potential loss is unlimited. The reverse stock/ETF like the two i mentioned are@ all time low. Was thinks of 5-7% of my investment to put there. The price of them jumped 10x in March which would cover any potential losses. That was reason behind it.

16-02-2021 08:42AM

bish76 wrote: »

Does it fall under 41% ETF tax or 33% CGT ?

41% I'd assume.

Investment Trusts a much better option.

Monthly ETF purchases are nuts, I've looked into it and it's a massive headache tax wise.

MuddyDog · 16-02-2021 09:09AM

Dave1711 wrote: »

Yeah i bought into Draftkings at 25 dollars and again at 33.

Probably get it on Fanduel once it goes public too.

FanDuel is public though. Flutter Entertainment is the stock.

Chuckie_Egg · 16-02-2021 09:33AM

bish76 wrote: »

Does it fall under 41% ETF tax or 33% CGT ?

41%,
yeah I know it's severe but profit is profit, plus I have looses to write off against this year. In reality these etfs are only suited to US or UK investors, the Irish Govt has gone out of its way to make sure Irish people are not investing in etfs as this would not look good for the huge financial services market here in Ireland

littlevillage · 16-02-2021 09:43AM

bish76 wrote: »

Geely is vailable in FRA. Well covered by analyst recently so I think price already reflects near future prospects. Happy to buy it around 2.3 current bid is 3.28.

Two Geely Automobiles available in Frankfurt

GEELY AUTOMOBILE HOLDINGS LTD. US36847Q1031 €65.00

Geely Automobile Holdings Ltd. HD -,02. 5KYG3777B1032 €3.29

daheff · 16-02-2021 09:52AM

Anybody know who makes syringes?

I'm thinking those manufacturers will make more money from vaccines as 2 needles needed for each person. Already shortages in Japan.

Gamma1 · 16-02-2021 10:07AM

daheff wrote: »

Anybody know who makes syringes?

I'm thinking those manufacturers will make more money from vaccines as 2 needles needed for each person. Already shortages in Japan.

Looked at this early on - the big one in glass is Schott - its not on Degiro - maybe private.

Share Picks 2021 - Thread banned users post #1

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