Share Picks 2018

Skelet0n

Bob Harris wrote: »

The dip could and probably will be massive, Float is 820k shares out of 38m issued. Volume yesterday was 60 times normal daily volume which is 35k.
Normal service will be resumed today and it'll be back to where it started soon.
Mind the falling knife.

Plus they have authorised share dilution coming, huge dilution, they're almost out of cash. Also they've had two positive results already so no news for a long time except maybe government funding. I'd guess AH Friday dilution announcement.

It's a terrible company, there's lots of people that are still trying to break even from their last crash. I wouldn't touch the stock with a barge pole.

Skelet0n

Trasna1 wrote: »

Looks like vktx will be issuing fresh shares to the public (announcement after close caused some spikiness in the aftermarket.

They didn't really say what kind of volumes that they'd be issuing (from what I could understand of the release). But more volume will retard growth in the sp.

Last offering brought a price spike, don't see why this would be any different.

Corb_lund

What's the taxation like on places like degiro? Is it related to your income tax?

Skelet0n

Corb_lund wrote: »

What's the taxation like on places like degiro? Is it related to your income tax?

1270 tax free, 33% thereafter.

Bob Harris

Skelet0n wrote: »

Last offering brought a price spike, don't see why this would be any different.

I agree, the SP didn't change the last time after last offering and it had only doubled due to MDGL's news. This time they have they have impressive results of their own. I wouldn't be worried about the SP. I'd expect any offering to be well over subscribed.

Prezatch

dublin2000 wrote: »

When you say hold TAW for a bit longer if you can afford but I thought after the merge all non Aus shareholders' share are forced/automatically sold?

Not sure where you might have read this. Are you confusing with the spin off COW? That will be automatically sold when it happens alright.

Details are sketchy but it is my understanding that if your broker deals on the SGX then it should just be an automatic switch. There may be a small fee taken by the broker. It's no different to say an Irish share de-listing from the ISE and shifting over to London LSE.

Anyway, it's pretty clear that this has been an unexpected oversight by the Board and they have ****ed up. Calling a trading halt in anticipation of raising debt is a good call. The debt will presumably be used to upgrade the fines circuit but primarily used to clear up this going concern issue which is preventing the merged entity from listing on the ASX.

I think its definitely a good time to buy for those that have the stomach for it. Compared to Aussie peers, TAW merged is valued around 300m, AJM 400m, KDR 400m (both have which have bombed in the last 6 months given the drop in lithium carbonate pricing in China yet they are still valued higher), GXY 1bn, PLS 1.4bn and the big Canadians LAC 480m, NMX 600m which have also bombed (all value in AUD currency)

This was supposed to be a short term play for me but it's dragging it's heels a little now. However I most certainly won't be selling with an average around 38c.

RedRebel92

Anyone know what happened to Medifast? Down 8% on absolutely no news!

q85dw7osi4lebg

Any thoughts on Nintendo?

BrookieD

hi guys - any thoughts on Ripple (XRP) - was thinking of a low end 1k investment over longer term and seel if ever gets to $2.50

q85dw7osi4lebg

Picked up a few Nokia in today's dip. Decent outlook with the 5g contracts in Asia.

RedRebel92

BrookieD wrote: »

hi guys - any thoughts on Ripple (XRP) - was thinking of a low end 1k investment over longer term and seel if ever gets to $2.50

You'll be waiting a while. Even the creators said it's not a cryptocurrency that you can speculate with. They can create more ripple if they wanted.

Skelet0n

BrookieD wrote: »

hi guys - any thoughts on Ripple (XRP) - was thinking of a low end 1k investment over longer term and seel if ever gets to $2.50

I still hold 50e worth that I bought at .50

Crypto bubble is pretty dead, you can sometimes make some money on bitcoin or block chain stocks but it's usually just on hype rather than substance.

Long term put it in a blue chip and you'll end up with more.

Bob Harris

GALT is getting in on the VKTX act with their own release today of positive trial results

Press release

Skelet0n

Bob Harris wrote: »

GALT is getting in on the VKTX act with their own release today of positive trial results

Press release

Positive news but not earth shattering.

Curious about what it will do to VKTX and MDGL.

Bob Harris

Skelet0n wrote: »

Positive news but not earth shattering.

Curious about what it will do to VKTX and MDGL.

Very little, this is a cancer drug designed to impove effectiveness of Keytruda, NASH results are still due which will be the big one if positive.

Skelet0n

Bob Harris wrote: »

Very little, this is a cancer drug designed to impove effectiveness of Keytruda, NASH results are still due which will be the big one if positive.

With a NASH pipeline it will probably have some effect. Especially with VKTX so volatile at the moment, popped to 22-23 yesterday but had settled back by close, 19 seems like a strong support though.

Skelet0n

I have no idea what's going on with ALT, it goes against everything I thought I knew about stocks.

Insane.

drunkmonkey

Skelet0n wrote: »

I have no idea what's going on with ALT, it goes against everything I thought I knew about stocks.

Insane.

Up 70% today, sorry didn't jump on board just didn't know which way it was going to go.

Skelet0n

drunkmonkey wrote: »

Up 70% today, sorry didn't jump on board just didn't know which way it was going to go.

Yeah, woulda wanted a tight stop loss on a short position.
It's going to be a bloodbath on the crash though.

Think there's manipulation to artificially inflate the SP for the dilution, if I was the SEC I'd be looking at it as nobody has touched the stock in months.

drunkmonkey

10x the average volume there's something a foot.

Bob Harris

Skelet0n wrote: »

Yeah, woulda wanted a tight stop loss on a short position.
It's going to be a bloodbath on the crash though.

Think there's manipulation to artificially inflate the SP for the dilution, if I was the SEC I'd be looking at it as nobody has touched the stock in months.

Totally artificial run, volume goes up a bit and creates relatively huge demand for shares as the float is tiny, brokers have none available to loan for shorts so the price is maintained until people start to get out and it all falls apart as it inevitably will.
Look at GBR back in July, LEDS and ANX....all have had huge day or two day spikes, GBR was over $12 in july having been $1.50 the day before. Back at $2 the last while. Nothing more than a low float squeeze.

evolving_doors

Skelet0n wrote: »

1270 tax free, 33% thereafter.

If you're married can you double it?

drunkmonkey

drunkmonkey wrote: »

I know some of you are into batteries check out
Ballard Power Systems Inc
BLDP

Wonder is it worth jumping in? I don't know much about the tech..

Quoting myself but did anyone have a look at this who's into the battery tech. Up nearly 8% today. Some of the Tesla heads must know a thing or two.

drunkmonkey

evolving_doors wrote: »

If you're married can you double it?

You can set up a Degiro account in their name, think you can do it for kids as well.

cefh17

evolving_doors wrote: »

Has anyone every done an analysis on this forum's Share Picks overall performance?

Might give that a go this evening.. but it'll be crude at best!

drunkmonkey

Even today's page was good for a 100% return....take out the miners and I'd say it looks good. We definitely got the brains here to launch a boards ETF.

q85dw7osi4lebg

Picked up some Toronto-Dominion Bank shares today.

The bank’s TD Securities unit has accounted for 21 percent of the buying and selling of marijuana stocks on Canadian exchanges this year, based on data compiled by Bloomberg that charted trading volumes of 125 pot companies.

evolving_doors

cefh17 wrote: »

Might give that a go this evening.. but it'll be crude at best!

I started but gave up after trying to decide on the appropriate headings in excel !

How about we do an online excel or Google sheets and share the load! Someone start and we add at our leisure


I was thinking for criteria..
Price given on day/time of tip
Price at end of year in December... OR final price when initial tipster recommends to sell
Then work off percentages changes only and ignore exchange rate for the mo!
You can add in live updates for Google so maybe have a running price if tipster doesn't recommend to sell and hold.

Shall we split off to separate thread! There's **** going down with TAW

Thargor

drunkmonkey wrote: »

Even today's page was good for a 100% return....take out the miners and I'd say it looks good. We definitely got the brains here to launch a boards ETF.

I have a vague memory of this being tried in this forum years ago and I don't think it was very successful, then again it's probably well up now the way the last few years have been.

evolving_doors

Saanvi Important Blank wrote: »

Picked up some Toronto-Dominion Bank shares today.

The bank’s TD Securities unit has accounted for 21 percent of the buying and selling of marijuana stocks on Canadian exchanges this year, based on data compiled by Bloomberg that charted trading volumes of 125 pot companies.

Seems like a lot of interest is moving into the financing aspect as things look more definite and a feeling that the major players have their value priced in now before legalisation (only thing left is acquisition and mergers).

Australis (acb related, so a bit of a whiff about it) launched this week but tanked as it was free shares dumped asap.
Canopy Rivers launched today and looks like people have more faith in it.
Auxly also !
BTW I have a position in none of the above but following out of curiosity.

q85dw7osi4lebg

evolving_doors wrote: »

Seems like a lot of interest is moving into the financing aspect as things look more definite and a feeling that the major players have their value priced in now before legalisation (only thing left is acquisition and mergers).

Australis (acb related, so a bit of a whiff about it) launched this week but tanked as it was free shares dumped asap.
Canopy Rivers launched today and looks like people have more faith in it.
Auxly also !
BTW I have a position in none of the above but following out of curiosity.

Yeah I see it as a backdoor for latecomers like myself, I was reluctant to go head first previously. Have Canopy Rivers on my watch list, will look at the others.

Skelet0n

That CEY tip on the LSE from a few pages ago has been ticking away, up over 10% already.

Great tip.

drunkmonkey

Bob Harris wrote: »

Totally artificial run, volume goes up a bit and creates relatively huge demand for shares as the float is tiny, brokers have none available to loan for shorts so the price is maintained until people start to get out and it all falls apart as it inevitably will.
Look at GBR back in July, LEDS and ANX....all have had huge day or two day spikes, GBR was over $12 in july having been $1.50 the day before. Back at $2 the last while. Nothing more than a low float squeeze.

And so it begins, somebody made nice money today, 70% on the up and 30% in the down. Probably good for another 40% short.

q85dw7osi4lebg

Skelet0n wrote: »

That CEY tip on the LSE from a few pages ago has been ticking away, up over 10% already.

Great tip.

I only picked up 100, I think the transaction is just about paid for. :pac:

drunkmonkey

Saanvi Important Blank wrote: »

I only picked up 100, I think the transaction is just about paid for. :pac:

I think your should dump Nokia, I've been in and out of it a few times, I think the Aisans will be big in Asia, could be wrong but I think it might be worth keeping an eye on XIACF (Nasdaq)

q85dw7osi4lebg

drunkmonkey wrote: »

I think your should dump Nokia, I've been in and out of it a few times, I think the Aisans will be big in Asia, could be wrong but I think it might be worth keeping an eye on XIACF (Nasdaq)

Will take that on board, it's half a novelty buy as I've swapped my iPhone for a Nokia N7+ and I can't believe how good it is, for half the price. Very impressed with the new lines. Also half bought it as my portfolio is too US$ orientated right now and need to make some European moves.

Skelet0n

Saanvi Important Blank wrote: »

I only picked up 100, I think the transaction is just about paid for. :pac:

I don't bother going in for less than a grand, the fees aren't worth it. I picked up 2600 of them.

cefh17

evolving_doors wrote: »

I started but gave up after trying to decide on the appropriate headings in excel !

How about we do an online excel or Google sheets and share the load! Someone start and we add at our leisure


I was thinking for criteria..
Price given on day/time of tip
Price at end of year in December... OR final price when initial tipster recommends to sell
Then work off percentages changes only and ignore exchange rate for the mo!
You can add in live updates for Google so maybe have a running price if tipster doesn't recommend to sell and hold.

Shall we split off to separate thread! There's **** going down with TAW

Ah man, you have more patience than me trying to put all that in! I have poster ( ), tip, date posted (time wasn't included, so there will be fluctuations), currency, price then/now (obviously you wouldn't hold through all..) and % difference.. will be done soon!

q85dw7osi4lebg

Skelet0n wrote: »

I don't bother going in for less than a grand, the fees aren't worth it. I picked up 2600 of them.

You must have some appetite for risk! Wouldn't pop a grand unless it was blue chip myself (or HIVE) :pac:

cefh17

evolving_doors wrote: »

I started but gave up after trying to decide on the appropriate headings in excel !

How about we do an online excel or Google sheets and share the load! Someone start and we add at our leisure


I was thinking for criteria..
Price given on day/time of tip
Price at end of year in December... OR final price when initial tipster recommends to sell
Then work off percentages changes only and ignore exchange rate for the mo!
You can add in live updates for Google so maybe have a running price if tipster doesn't recommend to sell and hold.

Shall we split off to separate thread! There's **** going down with TAW

Google drive link

As I said before, I'm sure some prices/price changes aren't accurate.. some posted over weekend or people mentioning the price they paid and no price in the post itself. Not as in depth as it could be but this still took me two hours..! :P

evolving_doors

cefh17 wrote: »

Google drive link

As I said before, I'm sure some prices/price changes aren't accurate.. some posted over weekend or people mentioning the price they paid and no price in the post itself. Not as in depth as it could be but this still took me two hours..! :P

Wow that would have taken me 2 days!

For the current price did you put in a live updater (apologies I can't see the code if you did)... just throw this


=GOOGLEFINANCE("NASDAQ:VKTX", "price")

into the box and get the ticker off google finance e.g. for Viking it's NASDAQ:VKTX


Actually I meant that we do one for 2017 as that year had finished... so get to bleedin work :pac:

Is the link to the one you did above editable by anyone.. maybe just share a link by PM to avoid randomers taking the proverbial!

cefh17

evolving_doors wrote: »

Wow that would have taken me 2 days!

For the current price did you put in a live updater (apologies I can't see the code if you did)... just throw this


=GOOGLEFINANCE("NASDAQ:VKTX", "price")

into the box and get the ticker off google finance e.g. for Viking it's NASDAQ:VKTX


Actually I meant that we do one for 2017 as that year had finished... so get to bleedin work :pac:

Is the link to the one you did above editable by anyone.. maybe just share a link by PM to avoid randomers taking the proverbial!

No but that's a great idea! Will tinker around with it some more. I think permissions are set to edit for only me for now

Captainsatnav

Saanvi Important Blank wrote: »

drunkmonkey wrote: »

I think your should dump Nokia, I've been in and out of it a few times, I think the Aisans will be big in Asia, could be wrong but I think it might be worth keeping an eye on XIACF (Nasdaq)

Will take that on board, it's half a novelty buy as I've swapped my iPhone for a Nokia N7+ and I can't believe how good it is, for half the price. Very impressed with the new lines. Also half bought it as my portfolio is too US$ orientated right now and need to make some European moves.

Bought the 6.1 3 months ago. Bought the 6.1 plus this week. Will sell the 6.1. phenomenal phones for the money

evolving_doors

Saanvi Important Blank wrote: »

Yeah I see it as a backdoor for latecomers like myself, I was reluctant to go head first previously. Have Canopy Rivers on my watch list, will look at the others.

OGI has a bit to go yet I'd say, and maybe a nice way to get some canopy shares if they ever do a buyout.:pac:
MPX could be a long shot for the states if the turmoil and uncertainty ever stops. Similarly with ICC labs.
KALY for a real long shot penny stock. I missed out at selling in the 40c's as I got in at about 12c ... It's back to 10c again if you have the nerve for a rollercoaster (maybe set a stop loss at 30c.

Skelet0n

Moving the chains on Viking Theraputics.

https://www.google.ie/amp/s/seekingalpha.com/amp/article/4207451-moving-chains-viking-therapeutics

cefh17

evolving_doors wrote: »

=GOOGLEFINANCE("NASDAQ:VKTX", "price")

into the box and get the ticker off google finance e.g. for Viking it's NASDAQ:VKTX

This one is a bit better!
I think it should auto update prices and whatnot. Shall I pm you/whoever wants the editing link?

Your turn to do 2017

beertons

Jesus,

evolving_doors

beertons wrote: »

Jesus,

Can't find the ticker, What market are they listed on?

evolving_doors

cefh17 wrote: »

This one is a bit better!
I think it should auto update prices and whatnot. Shall I pm you/whoever wants the editing link?

Your turn to do 2017

Yikes I'd be afraid of mucking it up if you give me editing capabilities.
Although maybe throw in filters for the heading and freeze them so they don't disappear when you scroll down.

You might want to double check that 10,000% mark up on ASOS :pac:

I think some folk have added 2017 stuff into your first go!

How come you omitted the posters names in the second version?

Mods: Maybe move this chat to a seperate thread if I prattle on too much!

Skelet0n

cefh17 wrote: »

This one is a bit better!
I think it should auto update prices and whatnot. Shall I pm you/whoever wants the editing link?

Your turn to do 2017

How are the tips gotten on that one?
I’ve never tipped NVIDIA or Blizzard, I did tip PAVM though which isn’t attributed to me.