Share Picks 2018

cefh17

D'Agger wrote: »

Apologies for the moronic question but should it not be showing in DeGiro as .16 as opposed to 16.01, I've been reading share prices all wrong. So for example - Ryanair is trading at 15.41p/c not €15.41?

I think GBX is GB penny, and the Ryanair one is indeed e15.41.. It confused me too

greenfield21

Evrh is a wild west aim stock, if you're looking at a gamble then go for it. So if you think the app will be a success and believe in the company then go for it. Don't base your decision on a bb dyor.

D'Agger

cefh17 wrote: »

I think GBX is GB penny, and the Ryanair one is indeed e15.41.. It confused me too

Thanks for clarifying much appreciated!

greenfield21 wrote: »

Evrh is a wild west aim stock, if you're looking at a gamble then go for it. So if you think the app will be a success and believe in the company then go for it. Don't base your decision on a bb dyor.

Exactly, I'll be doing a bit more research in the coming days but tech is where I would be looking to invest.

golfman

Nice few updates today from my Google Alert

https://www.aol.co.uk/news/2018/04/27/these-promising-growth-stocks-have-crushed-the-ftse-100-in-april/

http://www.stockmarketwire.com/article/5951141/EVR-signs-virtual-reality-music-deals-with-several-record-labels.html

MikeSoys

Hi sober question ....but if a stock broker went bust for whatever reason how much of a client's cash/portfolio is safe? 50k , 80k , less, more? I realise bank accounts are guaranteed up to 100k with Irish banks...i can't for the life of me find anything if you have monies with brokers like td warehouse, Davy...etc (assuming were talking crest accounts here)...
Any links, or info appreciated

Thargor

The shares will still belong to you and they'll be transferred to another broker like the way Danske customers were transferred to Goodbody when they pulled out of Ireland, theres no way in hell any broker or administrator would be allowed start selling peoples shares to cover their liabilities. Of course you should also be careful and not be using some dodgy Russian or Maltese broker or something like that. Degiro is dutch so probably safe enough.

Most brokers will give you the option of receiving the physical certs if you're going for a very long term hold for a fee aswell.

alanceltic

I would have thought similar but now I'm not do sure. A brokerage in the UK have hit the wall in no part due to fraud and investors funds (both cash and equity) have been frozen. Investors are on the hook for 100m which is one fifth on the total funds and retail investors are getting burned for the costs.

https://www.ft.com/content/3cf9a27a-424e-11e8-93cf-67ac3a6482fd

Securities administrators write down £300 million
By Dylan Lobo 18 Apr, 2018
7
Comments
Beaufort Securities administrators write down £300 million
Administrators have marked down the value of Beaufort Securities' assets by £300 million after discovering a number of 'highly illiquid' positions.

In an update to investors last week, PwC joint partner and administrator Russell Downs said the value of the failed broker's assets had been revised down from £800 million to £500 million following an independent valuation.

'This [the valuation] has highlighted a number of important issues, including as noted above the fact that a number of highly illiquid and potentially nil value positions are held,' Downs said.

'The carrying value used previously was based on a historic price which we do not believe appropriately reflects a more cautiously assessed valuation. The more conservative value for this assessment is in the region of £500 million.'

PwC estimates that around 700 clients with assets valued over £150,000 may experience a loss in excess of the Financial Services Compensation Scheme limit of £50,000. However, it believes the 'substantial majority of clients will recover their portfolios in full in due course'.

The administrators also warned that it could cost around £100 million to recover Beaufort's assets and return them to investors.

The Financial Conduct Authority declared Beaufort Securities and its sister company Beaufort Asset Clearing Services Limited insolvent on the morning of 2 March.

In the afternoon of that day, the firm was charged with fraud by US prosecutors in relation to stock trading and international money laundering, which was also linked to the purchase of a Picasso painting.

In his only interview following the collapse, Beaufort boss Tanvier Malik said staff were 'shocked' by the FCA's handling of the case. He claimed he and other company directors had injected a 'decent amount' of cash into the firm, just two days before it was declared bust by the UK watchdog.

D'Agger

Any thoughts on Spotify & Asos as stocks

Would be looking at these as a person who uses their services heavily. Spotify is $160 & Asos is around £60. Asos is as low as it's been all year so wondering if it might be a good time to buy, Spotify is one that like Netflix, would be worth putting money into, similar to Netflix, I'd expect it to grow quite a bit over the next few years.

retalivity

Was reading an article about how the us is on the verge of loosening gambling laws, firdt in new jersey but the expectation is that a number of states will then follow. William hill and paddypower/betfair are both primed to take advantage, having books in racecourses there and also contacts with some local casinos. Both stocks have dropped 10-20% in the past week, may take a punt on one or both for a long game punt. With the wc in the summer as well, both companies will see a lot of activity.

Captainsatnav

golfman wrote: »

Nice few updates today from my Google Alert

https://www.aol.co.uk/news/2018/04/27/these-promising-growth-stocks-have-crushed-the-ftse-100-in-april/

http://www.stockmarketwire.com/article/5951141/EVR-signs-virtual-reality-music-deals-with-several-record-labels.html

Very good - when's this Melody VR platform due to launch?

Up 20% there at the minute

golfman

Captainsatnav wrote: »

Very good - when's this Melody VR platform due to launch?

Up 20% there at the minute

It was a good day alright breaking the 17 and 18p marks for the 1st time. There is the Facebook F8 conference on tomorrow and Wednesday and it is expected that they will formally announce that Melody VR will be on the Occulus device at this conference. It is expected that on this announcement the SP will jump significantly. My friend went in at 7p and 9p and today bumped in again with the expectation it will see an immediate increase.

If you're going to take a punt or want a short term trade, today/early tomorrow "should be" the time to do it.

Gruffalo22

It looks like they will be selling loads of new shares at 16p in the coming days

http://evrholdings.com/wp-content/uploads/2018/04/Accelerated-bookbuild-to-raise-gross-proceeds-of-up-to-approximately-%C2%A320.0m-.pdf

golfman

Gruffalo22 wrote: »

It looks like they will be selling loads of new shares at 16p in the coming days

http://evrholdings.com/wp-content/uploads/2018/04/Accelerated-bookbuild-to-raise-gross-proceeds-of-up-to-approximately-%C2%A320.0m-.pdf

Strange timing

MikeSoys

bhp billiton is a good one to hold long term ...or watch rio tinto i think is a good one to trade weekly if not sometimes daily (both are a little high at the moment to get in) but study rhe graphs

MikeSoys

alanceltic wrote: »

I would have thought similar but now I'm not do sure. A brokerage in the UK have hit the wall in no part due to fraud and investors funds (both cash and equity) have been frozen. Investors are on the hook for 100m which is one fifth on the total funds and retail investors are getting burned for the costs.

https://www.ft.com/content/3cf9a27a-424e-11e8-93cf-67ac3a6482fd

Securities administrators write down £300 million
By Dylan Lobo 18 Apr, 2018
7
Comments
Beaufort Securities administrators write down £300 million
Administrators have marked down the value of Beaufort Securities' assets by £300 million after discovering a number of 'highly illiquid' positions.

In an update to investors last week, PwC joint partner and administrator Russell Downs said the value of the failed broker's assets had been revised down from £800 million to £500 million following an independent valuation.

'This [the valuation] has highlighted a number of important issues, including as noted above the fact that a number of highly illiquid and potentially nil value positions are held,' Downs said.

'The carrying value used previously was based on a historic price which we do not believe appropriately reflects a more cautiously assessed valuation. The more conservative value for this assessment is in the region of £500 million.'

PwC estimates that around 700 clients with assets valued over £150,000 may experience a loss in excess of the Financial Services Compensation Scheme limit of £50,000. However, it believes the 'substantial majority of clients will recover their portfolios in full in due course'.

The administrators also warned that it could cost around £100 million to recover Beaufort's assets and return them to investors.

The Financial Conduct Authority declared Beaufort Securities and its sister company Beaufort Asset Clearing Services Limited insolvent on the morning of 2 March.

In the afternoon of that day, the firm was charged with fraud by US prosecutors in relation to stock trading and international money laundering, which was also linked to the purchase of a Picasso painting.

In his only interview following the collapse, Beaufort boss Tanvier Malik said staff were 'shocked' by the FCA's handling of the case. He claimed he and other company directors had injected a 'decent amount' of cash into the firm, just two days before it was declared bust by the UK watchdog.

thanks for that..that is worrying .. i thought you might be protected (like the deposit guarantee of up to 100k), for something ..say 50k for CREST accounts so you would need to have a number of different brokers (that is if ur lucky 2 have a sizable investments)

littlevillage

TAW going great at the mo. if it hits AUD .50 ...its a sell, right ? (I bought arouud .35)

littlevillage

incidently copper is hitting rock bottom.... buy NZC ? AUD$ .28 at the moment.

Thargor

littlevillage wrote: »

TAW going great at the mo. if it hits AUD .50 ...its a sell, right ? (I bought arouud .35)

I have a lower average than that and I want to see a $ at least or near to it, happy to hold until after the merge in September anyway.

ct5amr2ig1nfhp

Aye, I'll be holding until after a sep also

D'Agger

EVRH down to 13p at the moment, big drop from 18p this time last week

Thargor

Something to think about for anyone trying to ride the legalised cannabis train:

Oregon farmers have grown three times what their customers can smoke in a year, causing bud prices to plummet and panic to set in

https://www.theguardian.com/society/2018/may/09/how-oregon-grew-too-much-marijuana-to-sell

Its just too easy to grow, still plenty of growth in the sector though, legalization is pretty much unstoppable at this stage.

littlevillage

D'Agger wrote: »

EVRH down to 13p at the moment, big drop from 18p this time last week

I wonder is the fizz gone out of EVR ? or is there anything in the news pipeline that might boost the share price again?

D'Agger

littlevillage wrote: »

I wonder is the fizz gone out of EVR ? or is there anything in the news pipeline that might boost the share price again?

Well it's bounced back this morning back up to 13.74

I invested a relatively paltry amount in EVR so I'm not overly concerned about it, that said I was reading an article from last year after it had a partnership with Microsoft announced and it noted that while it had announced a good deal, the company still had high costs so would need to operate more efficiently if it's going to push on. Perhaps those concerns are still there, with deals, partnerships etc. causing upticks

garrettod

Sell in May and go away ... but always remember to come back in September

Are people generally for / against this philosophy ?

stockshares

I have a Degiro account and want to buy Tawana and Hive shares but am not sure what exchanges to buy from.

Should I buy Tawana on the Australian or Frankfurt Exchange
Should I buy Hive on the Toronto or Frankfurt Exchange

Thank you

Skelet0n

stockshares wrote: »

I have a Degiro account and want to buy Tawana and Hive shares but am not sure what exchanges to buy from.

Should I buy Tawana on the Australian or Frankfurt Exchange
Should I buy Hive on the Toronto or Frankfurt Exchange

Thank you

It doesn't really matter. For ease of understanding euro is probably easier.
The stocks should be the same price on all exchanges after currency conversion. The days of arbitrage are mostly over.




Anyone looking at VKTX? Looks like it could be a real growth stock.

beertons

Skelet0n wrote: »

Anyone looking at VKTX? Looks like it could be a real growth stock.

What's this now?

MikeSoys

BLT.L
.........it was a chance to get in early....sadly if there is NEW war in the middle east it will effect oil prices so oil positioned plc's will go up.........

evolving_doors

Thargor wrote: »

Something to think about for anyone trying to ride the legalised cannabis train:

https://www.theguardian.com/society/2018/may/09/how-oregon-grew-too-much-marijuana-to-sell

Its just too easy to grow, still plenty of growth in the sector though, legalization is pretty much unstoppable at this stage.

From the article Oregon is an exception though, way too many licences. It's obvious that the oversupply will cause smuggling to other states, which feeds the coffers of the black market. There's a followup article threatening the Feds. https://merryjane.com/news/cannabis-overproduction-in-oregon-could-lead-to-federal-crackdown
That isn't the Laissez Faire route Canada seems to be taking anyway. Trudeau needs it to work because of Jobs + sweet tax dollars so I think they'll allocate the licences carefully... and definitely wont be importing from oregan.
Plus Canadian Companies have 1st mover advantage into the expanding International market.

golfman

D'Agger wrote: »

Well it's bounced back this morning back up to 13.74

I invested a relatively paltry amount in EVR so I'm not overly concerned about it, that said I was reading an article from last year after it had a partnership with Microsoft announced and it noted that while it had announced a good deal, the company still had high costs so would need to operate more efficiently if it's going to push on. Perhaps those concerns are still there, with deals, partnerships etc. causing upticks

Slightly puzzled by the whole thing tbh. I had a feeling the big release of shares at 16p would have an effect but if anything, an American company pumping in $25m should have given people confidence? I was pretty much expecting only good news going forward, unless the product doesn't deliver at the quality it was expected?

Skelet0n

beertons wrote: »

What's this now?

Viking Therapeutics. Biotech company for endocrine and metabolic diseases. Have one drug in stage 2 clinical trials. Posted their Q1 financial results yesterday and the share price went up 8%. If the drug makes it to market it'll be a serious win. Then again it might not.

stockshares

Skelet0n wrote: »

It doesn't really matter. For ease of understanding euro is probably easier.
The stocks should be the same price on all exchanges after currency conversion. The days of arbitrage are mostly over.

Anyone looking at VKTX? Looks like it could be a real growth stock.

Thanks, do you know if Frankfurt exchange fee
is 7.50e for transactions in stocks as well as etfs. I know Australian fee is 10e but I had thought that Frankfurt had a lower fee than 7.50 for stocks.

I hadn't heard of VKTX until now. There are other Pharma stocks recommended in the Forbes Top 50 stocks for 2018 if your interested. I think the link for Forbes is on the first page of the thread.

res ipsa

res ipsa wrote: »

My pick is US listed MOMO @ $27.94
Hoping for some MOMentum with this one.

This is up to $38, 10th of May.

stockshares

Can anyone explain why Tawana is listed on Frankfurt Exchange as
TJR / AU000000TAW7 and TAW / AU000000TAW7 on the Australian Exchange

Also can anyone clearup whether US ETFs can be purchased by Irish customers on Degiro and if so can they recommend some.

Thank you

Skelet0n

stockshares wrote: »

Can anyone explain why Tawana is listed on Frankfurt Exchange as
TJR / AU000000TAW7 and TAW / AU000000TAW7 on the Australian Exchange

Also can anyone clearup whether US ETFs can be purchased by Irish customers on Degiro and if so can they recommend some.

Thank you

Just different ticker symbols.

You can only buy EU domiciled versions of US ETFs on Degiro from Ireland or any EU country.

res ipsa

I used to be able to buy #SQQQ on DeGiro, they seemed to have stopped making it available.

greenfield21

retalivity wrote: »

Was reading an article about how the us is on the verge of loosening gambling laws, firdt in new jersey but the expectation is that a number of states will then follow. William hill and paddypower/betfair are both primed to take advantage, having books in racecourses there and also contacts with some local casinos. Both stocks have dropped 10-20% in the past week, may take a punt on one or both for a long game punt. With the wc in the summer as well, both companies will see a lot of activity.

Good call

retalivity

^havent seen any news at all alll day til now, it is looking good though - https://www.marketwatch.com/story/shares-in-paddy-power-william-hill-climb-after-us-supreme-court-ruling-2018-05-14

crushproof

retalivity wrote: »

^havent seen any news at all alll day til now, it is looking good though - https://www.marketwatch.com/story/shares-in-paddy-power-william-hill-climb-after-us-supreme-court-ruling-2018-05-14

Dam I had read your original post and meant to stockpile a few William Hill shares. Of course I got sidetracked and totally forgot. Great shout.

Browney7

garrettod wrote: »

Hi,

A few brief thoughts....

• recent changes in leadership / senior management may take time to bed in.
  
• Online gambling is a fairly mature market, with limited prospects for new customers in existing geographic sectors, so they rely more on existing customers for repeat betting and appear in need of offering regular promotions to try and retain these customers. I struggle to see the company grow significantly without further merger / acquisition, or entry to new geographic markets.
  
• Plenty of top sports like the Masters, closing stages of the Champions League and Premier League, World Cup this summer etc. offer great potential for revenue, but obviously bets could go in favour or against the business, resulting in notable profits or losses on these sports events.
  
• Uncertainty about Brexit, risk of currency movements between GBP£ and Euro, possible taxes on betting, and potential changes in legislation relating to gambling etc. cannot be ignored.

I think I'd like to see the price drop a bit further before I'm consider buying, but that's just based on my gut, not detailed calculations. Share prices often drop off a bit during the summer period, while the company's success or failure from customers gambling on the World Cup probably won't be known until August - Sept, so early to mid summer could be a time to buy ?





.

A fairly volatile few weeks for PPB since the above! Earnings not as expected, FOBT worries in the UK and then a large bounce in SP based on the supreme court ruling in the states this morning!

garrettod

Browney7 wrote: »

A fairly volatile few weeks for PPB since the above! Earnings not as expected, FOBT worries in the UK and then a large bounce in SP based on the supreme court ruling in the states this morning!

Yup.

The World Cup and to a lesser extent, the Champions League Final will keep them busy for part of the summer... but like all sports events, they can be good or bad for the bookies.

I think online betting has become a mature market, not sure where their next "big thing" is going to come from, unless it's another acquisition / merger, that perhaps takes them into a new territory or something.

all the bais

Bit of noise around GCM Resources Plc this afternoon, in relation to Phulbari coal mine..

Captainsatnav

big bounce in EVR Holdings today - nothing of any substance in news though to explain it.

all the bais

EVR Holdings PLC - Posting of Annual Report & Accounts, Notice of AGM

http://evrholdings.com/wp-content/uploads/2018/04/RNS-Final-Results-release-FINAL.pdf

Captainsatnav

all the bais wrote: »

EVR Holdings PLC - Posting of Annual Report & Accounts, Notice of AGM

http://evrholdings.com/wp-content/uploads/2018/04/RNS-Final-Results-release-FINAL.pdf

Dated 30th April though...?

all the bais

http://evrholdings.com/wp-content/uploads/2018/05/171014-EVR-Holdings-Financial-Statements-as-printed.pdf

d8491prj5boyvg

Ormonde Mining have been trundling along at about 1.5-2 but have seen a lot of growth lately. They are poised to start digging tungsten in Q3 and market prices are looking good. Currently 3.69. It is very volatile, though. Long term there is potential for high growth.

Skelet0n

Anyone take me up on VKTX? +33% so far today.

d8491prj5boyvg

Skelet0n wrote: »

Anyone take me up on VKTX? +33% so far today.

Fking hell! Up 62% now. Fair play for getting in on the ground level there. What led to the price increase I wonder?

Skelet0n

Joselyn Quaint Viewpoint wrote: »

Fking hell! Up 62% now. Fair play for getting in on the ground level there. What led to the price increase I wonder?

Competitor released findings on their drug that works using a similar mechanism.

https://www.fiercebiotech.com/biotech/madrigal-shares-jump-midstage-nash-results