Share Picks 2020

roosterman71 wrote: »

IAG gone below £2 now. How does that strike ye hotshot share pickers?

Unfortunately I bought at £2.10, still hopeful for the long term.

Treppen wrote: »

This penny stock( Magnus ASX ) was mentioned on here a couple of years back and I decided to go long.

What I like:
3 Li Gigafactories in the pipeline in Germany, Australia and US. Musk says he will need more than just his own gigafactories to serve his own needs , especially if he rolls out his solar panels for houses on a large scale.
Graphite mine in Tanzania with seemingly good quality.


What I don't like is it's a roller coaster in the early stages.
Tanzania can be politically unstable.

Anyhow, the stock has been in the doldrums for a while and is picking up steam again, but I can't find out why ( manipulation!!).

Still on the up from last time I posted.

Seems their gigafactory US partners C4V have developed a process for charging a car battery to 85% in 6 mins . So thats probably why they're on the up.
www.moneymorning.com.au/20200724/magnis-energy-technologies-shares-bolt-higher-on-battery-breakthrough.html/amp
C4V are also part of the Magnus consortium for Germany and Australia


... But like a fool I won't take my profits and wait till they reach the moon.

Green&Red wrote: »

Centrica going well again today, I think they’ve a lot more room to go

This morning was probably a good time to sell, for a nice profit

Limpy wrote: »

How come the Dollar is still strong? Considering nobody is visiting the state's I was expecting it to drop. Its holding out pretty good.

My thinking is that it's strength is measured against other currencies. Since Euro has also been creating some money, it balances a little. Though the dollar has fallen alot since the start of this crisis.
There is a level to which it would be unusual for it to fall just because others would be willing to buy it at a price higher than that so the floor is where the market puts it.
Just my thinking, I dont know much about

bfa1509 wrote: »

Surely a good time to sink a few $$ into Intel? They don't have many bad days like this.

Couldn't resist myself 🤭

Shedite27 wrote: »

Intel is an interesting one alright, they’ve got delays in their production, but it’s the chip that’s mainly required For 5g. So sounds like they’ve taken some short term pain for long term gain. 5g is still a few years away from taking effect, so while I definitely expect it to recover and then some, don’t expect it to recover in 2020

AMD seem to be applying huge pressure on Intel in laptop and PC chips.

Paul_Mc1988 wrote: »

Lads unless you understand what a process node is I wouldn't get into intel. They are stuck on 14nm for 5 years. 10nm node is basically useless and 7nm node is delayed. Meanwhile TSMC is pumping out 7nm on behalf of AMD. Intel is losing the processor war. They made record profit for the last quarter and the share price dips 15% meanwhile AMD and TSMC are skyrocketing. If the 7nm node fails like the 10nm node the companys fab division is in the bin.

I'd agree with most of what you said.
On the other side I think there are some counter points worth considering. Of course, with a company as big as intel there is a huge scope for discussion.
1: There 7nm tech is delayed which after business will resume as normal. They will lose some market share in this time for sure.
2: They have 95%+ data center market share, and like most things, companies tend to keep going with what they already have. It's far more expensive to try have two competing techs in the one company when it comes to servicing costs.
3: Outside the pure data centers, they have again 95%+ dominance in servers.
4: Their PE ratio at the moment is below 10! for a company that is incredibly liquid. 35% below their 5 year average.
5: They have fantastic margins. 45 Billion gross profit on a 78 billion revenue!! insane margins. After operating expenses and tax, 23 billion net. Thats just unbelievable.
6: Consistently beating analyst estimates every quarter.
7: If you were a company with already installed Intel tech.. would you be likely to switch to AMD right now and deal with the dual servicing contracts? Two techs are far harder to manage than one when done at scale.


AMD have done a fantastic job and i really hope for the industry sake they keep on doing it. As a gaming and tech enthusiast, I benefit.
Intel are a fantastic company and very safe, they messed up big time by becoming lazy in their power and AMD advanced using their RnD better.
There was also the silly decision in hindsight to try be a foundry rather than an advance tech RnD company. I dont know if they've rolled back on that.

While the moats are getting smaller in some regards, I think many companies will continue to purchase Intel, and cloud market is where the growth will come from.
AMD currently have an advantage in gaming and consumer products though.

Intel has the resources to beat the 7nm hurdle.. embarrassing that they havent yet, and work towards the more important next gen. Each generation is becoming harder and harder and requiring far more resources.

Hard to compare them in many ways to AMD, since AMD is more a growth stock atm while Intel is a very well proven profitable company with wide position.

I need to further research it before concluding myself.

Could the Leixlip plant be in danger over this?

ShareShare wrote: »

I'd agree with most of what you said.
On the other side I think there are some counter points worth considering. Of course, with a company as big as intel there is a huge scope for discussion.
1: There 7nm tech is delayed which after business will resume as normal. They will lose some market share in this time for sure.
2: They have 95%+ data center market share, and like most things, companies tend to keep going with what they already have. It's far more expensive to try have two competing techs in the one company when it comes to servicing costs.
3: Outside the pure data centers, they have again 95%+ dominance in servers.
4: Their PE ratio at the moment is below 10! for a company that is incredibly liquid. 35% below their 5 year average.
5: They have fantastic margins. 45 Billion gross profit on a 78 billion revenue!! insane margins. After operating expenses and tax, 23 billion net. Thats just unbelievable.
6: Consistently beating analyst estimates every quarter.
7: If you were a company with already installed Intel tech.. would you be likely to switch to AMD right now and deal with the dual servicing contracts? Two techs are far harder to manage than one when done at scale.


AMD have done a fantastic job and i really hope for the industry sake they keep on doing it. As a gaming and tech enthusiast, I benefit.
Intel are a fantastic company and very safe, they messed up big time by becoming lazy in their power and AMD advanced using their RnD better.
There was also the silly decision in hindsight to try be a foundry rather than an advance tech RnD company. I dont know if they've rolled back on that.

While the moats are getting smaller in some regards, I think many companies will continue to purchase Intel, and cloud market is where the growth will come from.
AMD currently have an advantage in gaming and consumer products though.

Intel has the resources to beat the 7nm hurdle.. embarrassing that they havent yet, and work towards the more important next gen. Each generation is becoming harder and harder and requiring far more resources.

Hard to compare them in many ways to AMD, since AMD is more a growth stock atm while Intel is a very well proven profitable company with wide position.

I need to further research it before concluding myself.

All very good points. But they are in uncharted waters. Intel has never had two nodes fail one after the other. When Bob Swan was questioned on the delay yesterday he also said he was unhappy with the nodes performance (7nm). This is a mirror statement to brian Krzanich statement about the 10nm node which has essentially failed.

When companies are faced with a 4X performance increase with a 4X reduction in power usage with TSMC 5nm VS Intel's 14nm I can see a huge industry shift. This is if the 7nm node fails.

With regards to the foundry question no they are not operating as a foundry currently but they have not ruled it out for the current leixlip site going forward last I heard.

I too am really enjoying AMDs resurgence. Competition is great for the consumer. But as someone with a huge vested interest in intel I hope they can turn it around.

Had some Intel orders in since late Fri that hadn't been filled, now cancelled.

article on intel , not looking great for them https://outline.com/MVzPF6

Any predictions for BTCs latest attempt at 10k?