Share Picks 2020

Shedite27

voluntary wrote: »

To boards, we are products, not customers or shareholders.
Shareholders are owners, customers are marketer who pay for the product (us) to view their ads.

But if you buy a share then you make money everytime you visit boards

hottipper

Shedite27 wrote: »

The next 2 SPACs I'm in "blind" are IPOB and IPOC. No idea who the companies will end up being, but it's run by Chamath Palihapitiya, who is someone I always enjoy listening to and more importantly, is well connected. Basically I'm trusting that he will use my money wisely and find a good target company.

Looks like IPOC is going to merge with clover health
https://twitter.com/chamath/status/1313444678524497920

I went in on the IPOB, going to keep it to see how it works out (doing well so far)
will see how this one responds to the news

Shedite27

hottipper wrote: »

Looks like IPOC is going to merge with clover health
https://twitter.com/chamath/status/1313444678524497920

I went in on the IPOB, going to keep it to see how it works out (doing well so far)
will see how this one responds to the news

Yeah he's on CNBC at the moment talking through it

RIGOLO

re: post above...
Palihapitiya was on CNBC Squak Box an hour ago, very interesting discussion . I love their panelists
Joe and Andrew got into a great discussion about starting their own SPAC, Rick Santelli said he would sit this one out as he felt theres some SPAC fallout due.
truth be told I was torn between his SPAC and the SPAG-bol on my plate.

EDIT : I caught the pre-discussion as someone else posted, its on just now ...

Shedite27

RIGOLO wrote: »

re: post above...
Palihapitiya was on CNBC Squak Box an hour ago, very interesting discussion . I love their panelists
Joe and Andrew got into a great discussion about starting their own SPAC, Rick Santelli said he would sit this one out as he felt theres some SPAC fallout due.
truth be told I was torn between his SPAC and the SPAG-bol on my plate.

EDIT : I caught the pre-discussion as someone else posted, its on just now ...

What did ya think of it? His personal interest in it seems to be fairly well aligned to my interests (ie he only makes money if I make money), Andrew seemed not too believing of it. It sounds a good company they got into. His whole "the market grows every year as more people hit 65" thing has the obvious problem of "people die too". I'll hang onto it for a bit longer anyway, see what becomes of the company.

Shedite27

funkey_monkey wrote: »

I've got approx 1200 shares in RR which I obtained when I was in England working for the company. I've got caught out with them as they spiralled downwards to yesterdays Rights Issue announcement.

They were bought in at avg of ~£6.

My question is, what should be be planning to do now? Do I sell up and take the loss, do I just hold on, do I partake in the RI?

Hope ya didn't sell yet, up 20% since you posted this

DutchYurt

Shedite27 wrote: »

Yeah holding Square, have a full stable of payment stocks, Square, PayPal, Sea, StoneCo. With cash gone, why wouldn't you want a cut of every transaction in the world.

Interesting too that in the past few days, two of the Cloud-based SAAS stocks (Twilio and Alteryx) have raised guidance for Q3. This could be a monster earnings season for these stocks (Fastly, Datadog, Trade Desk, ServiceNow, Veeva)

Alteryx up 20%

AmberGold

Shedite27 wrote: »

What did ya think of it? His personal interest in it seems to be fairly well aligned to my interests (ie he only makes money if I make money), Andrew seemed not too believing of it. It sounds a good company they got into. His whole "the market grows every year as more people hit 65" thing has the obvious problem of "people die too". I'll hang onto it for a bit longer anyway, see what becomes of the company.

CNBC are down on SPAC's generally so hard to win.

I'm close to 50% aligned on SPAC's inc. IPOC / B and PSTH with PSTH being by far my largest holding.

All thanks to your good self with your initial post on FMCI which I'm still holding.

funkey_monkey

Shedite27 wrote: »

Hope ya didn't sell yet, up 20% since you posted this

Still clinging on
Not sure if the is a bull trap of what is going on. There seems to be some positive news flowing out about Covid tests which might be affecting it plus some shorters getting their ducks in a line.

Not sure what to do, its so volatile. Can't figure out where my exit point should be!
I'm in for £1200 at £4, so if it could get closer to £2, it would be a bit more palatable to exit.

does anyone think they will go sub £1prior to the RI?

Timmaay

I've a reasonable stake in Airbus, which I bought at 74€ in early June, it's bounced around between 60 and 75 since then, similar to your RR dilemma I'm thinking I really should cut my losses also, if it approaches anything close to breakeven again in the next few weeks I'm definitely out, I'm thinking that money would be alot better off in some tech stock that would have alot more upside potential.

Timmaay

Timmaay wrote: »

I've a reasonable stake in Airbus, which I bought at 74€ in early June, it's bounced around between 60 and 75 since then, similar to your RR dilemma I'm thinking I really should cut my losses also, if it approaches anything close to breakeven again in the next few weeks I'm definitely out, I'm thinking that money would be alot better off in some tech stock that would have alot more upside potential.

Some Tech stock sure, A tech stock becomes more difficult

At the risk of being shot, although I think it has an impact on shares, I think the markets are up specifically because of Trump's apparent health and the belief they have advanced medicine. I think that's a risky stance.

RIGOLO

Shedite27 wrote: »

What did ya think of it? His personal interest in it seems to be fairly well aligned to my interests (ie he only makes money if I make money), Andrew seemed not too believing of it. It sounds a good company they got into. His whole "the market grows every year as more people hit 65" thing has the obvious problem of "people die too". I'll hang onto it for a bit longer anyway, see what becomes of the company.

I didnt think they sold it very well, his pitch started great but finsihed weak IMO.
Considering Social Capital have already reserved IPOA-Z ticker symbols if I miss this boat theres sure to be another coming along.
glta

Timmaay

[Deleted User] wrote: »

At the risk of being shot, although I think it has an impact on shares, I think the markets are up specifically because of Trump's apparent health and the belief they have advanced medicine. I think that's a risky stance.

Partly because he isn't dead also lol. Biden wants to introduce CGT for shares so thats spooking US investors. Biden is still leading the poles but I personally think plenty of people in the states will be quiet about voting for Trump again, I'd definitely put him leading the race still.

Nemeses2050

Shedite27 wrote: »

Hope ya didn't sell yet, up 20% since you posted this

RR making a fool of everyone from last week

RIGOLO

Has anyone got any 'penny stock' tips ? Sub 1-2-3 euro/bucks.
Ive done well out of SOME of these sort of stocks in the past, trading the likes of BYFC,DGLY,AYRO,AYTU,TNXP,SAR,MNK,WORX,LK,PTI.

Just wondering if anyone has others on their radar.
Will do my own research , just looking for leads , I understand caveat emptor.

cal naughton

RIGOLO wrote: »

Has anyone got any 'penny stock' tips ? Sub 1-2-3 euro/bucks.
Ive done well out of SOME of these sort of stocks in the past, trading the likes of BYFC,DGLY,AYRO,AYTU,TNXP,SAR,MNK,WORX,LK,PTI.

Just wondering if anyone has others on their radar.
Will do my own research , just looking for leads , I understand caveat emptor.

ODX on LSE. Just broke out of penny status in the last hour. News has just broken that there has been a UK government order for 175k of the companies covid 20 minutes test kits. ODX has been mentioned on here a few times. Thanks to that original poster.

RIGOLO

cal naughton wrote: »

ODX on LSE. Just broke out of penny status in the last hour. News has just broken that there has been a UK government order for 175k of the companies covid 20 minutes test kits. ODX has been mentioned on here a few times. Thanks to that original poster.

The good news : Yeah I tipped it a few times. Delighted if anyone benefited.
The bad news : I sold out last week for some profit as NYCT are a bigger holding of mine and didnt feel the need to own 2 UK testing companies even if its different tests .

But it looks like I left a nice chunk of change on the table given they were 76p when I posted and now sit at 105 ...

AFAIK Just be aware its not a huge contract that ODX won, so there may be sell off late in the morning tomorrow. But again other contracts may follow in coming weeks.

Cant win em all...

hottipper

RIGOLO wrote: »

Has anyone got any 'penny stock' tips ? Sub 1-2-3 euro/bucks.
Ive done well out of SOME of these sort of stocks in the past, trading the likes of BYFC,DGLY,AYRO,AYTU,TNXP,SAR,MNK,WORX,LK,PTI.

Just wondering if anyone has others on their radar.
Will do my own research , just looking for leads , I understand caveat emptor.

Pennys:
Im in coty inc (recovery play maybe christmas bounce), well health techs (canadian teledoc) and mindmed (weed gang might like it + backed by that kevin o leary investor thats always on cnbc) at the moment
at your own risk

Nemeses2050

I could do with IT related stock which hasn't already doubled-tripled since March. I missed IT boat

bob mcbob

RIGOLO wrote: »

The good news : Yeah I tipped it a few times. Delighted if anyone benefited.
The bad news : I sold out last week for some profit as NYCT are a bigger holding of mine and didnt feel the need to own 2 UK testing companies even if its different tests .

But it looks like I left a nice chunk of change on the table given they were 76p when I posted and now sit at 105 ...

AFAIK Just be aware its not a huge contract that ODX won, so there may be sell off late in the morning tomorrow. But again other contracts may follow in coming weeks.

Cant win em all...

This is from the press release

The AbC-19™ Rapid test uses a small drop of blood from a finger-prick, and shows results in 20 minutes, without the need for a patient sample to be sent to a laboratory. The test is currently CE-Marked for professional use and can be administered by healthcare professionals, such as doctors, nurses, pharmacists and healthcare workers, at the point-of-care. The UK-RTC are seeking approval from the MHRA for self-test use.

The UK-RTC members are in the final stages of formalising an agreement for the supply of goods from members to Abingdon Health, following the Memorandum of Understanding that was signed in April 2020. Omega expects to manufacture approximately 175,000 of these first 1 million tests but over the term of this supply agreement, Omega will manufacture not less than 25% of the demand from total orders placed, either from the UK Government or, where allowed, third party customers.

https://www.ii.co.uk/news/uk-government-contract-for-uk-rtc-rnsLSE20201006164616_3740214

Nemeses2050

Folks how is PSTH for short to medium, I understand Bill Ackerman is looking for a established name to merge with.

Memory test for ye.

Next Tuesday there's the prospect of a reduction in CGT (hopefully including shares) - in previous years when there was a change was it immediate or postponed to the start of the next tax year?

DutchYurt

Peoples thoughts on Alteryx?, ride the wave or take some profit. I think it has potential to get back to 180.. but I'm a bit skeptical. Might be the new CEO just being bullish. I'm back pre tech stock bubble, which was also pre pandemic bubble so I expect something bad to happen this week to every company I have a piece of.

If it does you've been warned.

AmberGold

Nemeses2050 wrote: »

Folks how is PSTH for short to medium, I understand Bill Ackerman is looking for a established name to merge with.

Minimal downside, lots of potential if he picks the right company. Could be a large sell off if AirBnB do IPO.

Shedite27

Nemeses2050 wrote: »

I could do with IT related stock which hasn't already doubled-tripled since March. I missed IT boat

Stocks falling this evening if you want to buy some on sale, Trump made some stimulus comments

Shedite27

DutchYurt wrote: »

Peoples thoughts on Alteryx?, ride the wave or take some profit. I think it has potential to get back to 180.. but I'm a bit skeptical. Might be the new CEO just being bullish. I'm back pre tech stock bubble, which was also pre pandemic bubble so I expect something bad to happen this week to every company I have a piece of.

If it does you've been warned.

I think you need to figure out why they changed CEO. Is there something lurking in that news

1123heavy

Anyone taking advantage of the sudden drop caused by Trump's tweet?

DutchYurt

1123heavy wrote: »

Anyone taking advantage of the sudden drop caused by Trump's tweet?

stock market is almost as bad as cryto the way it reacting

Thargor

1123heavy wrote: »

Anyone taking advantage of the sudden drop caused by Trump's tweet?

Which tweet was that?

EDIT: Nevermind, no stimulus until after election.

bfa1509

DutchYurt wrote: »

stock market is almost as bad as cryto the way it reacting

That's been my thought for the last two months. My have cryptocurrencies been very predictable in comparison.

The stock market reminds me of those goats that faint when a ball is thrown at them

hottipper

bfa1509 wrote: »

That's been my thought for the last two months. My have cryptocurrencies been very predictable in comparison.

The stock market reminds me of those goats that faint when a ball is thrown at them

Just had a look at the bitcoin chart there's a big move coming very soon id hold on to your hat :pac:

For the spy even if it drops down to the low 300's its a buy i hope it does may not even get there just be prepared for it if it does. Thats about a 10% drop from here so maybe individual stocks may drop 20%. Selling nothing and buying more if it drops back there.

Treppen

RIGOLO wrote: »

June seems so long ago ...
LUCKIN getting the love yesterday , up 20% to 4.09 , my bep is much lower, glad I held through all the noise.
Patience often pays off. Earnings season approaches, if they produce a clean set of books they may pop .

Ha! I took your tip yonks ago with LUCKN for a couple of quid and meant to dump it. Lets see where this goes then.

Timmaay

Treppen wrote: »

Ha! I took your tip yonks ago with LUCKN for a couple of quid and meant to dump it. Lets see where this goes then.

Please don't mention that company ever again, it only brings back nightmares lol

RIGOLO

Treppen wrote: »

Ha! I took your tip yonks ago with LUCKN for a couple of quid and meant to dump it. Lets see where this goes then.

LUCKIN up another near 13% yesterday 4.62 , I bet your glad you didnt make that dump.

I didnt expect that move from 'The owner of Doonbeg Hotel and Golf Resort' , I dont think many market watchers did. One way to play it is follow the flight of capital from US to China (temporary).
I expect LK to benefit short term.
Heard to read this latest LK bump, is it a repeat of some pumping to suck in new money, or is it this the company turning its fortunes around.
Upcoming earnings+meeting will tell us one way or another. Im jumping in for more Chineese coffee.

Atlas_IRL

RIGOLO wrote: »

Has anyone got any 'penny stock' tips ? Sub 1-2-3 euro/bucks.
Ive done well out of SOME of these sort of stocks in the past, trading the likes of BYFC,DGLY,AYRO,AYTU,TNXP,SAR,MNK,WORX,LK,PTI.

Just wondering if anyone has others on their radar.
Will do my own research , just looking for leads , I understand caveat emptor.

Not here but there is a discord called Atlas Trading where they show expensive scanners for free and most of the post are pennies, some of them are killing it.

jams100

4d pharma down 20%, was down more earlier, can't see any terrible news

bfa1509

jams100 wrote: »

4d pharma down 20%, was down more earlier, can't see any terrible news

What? They've seen positive results from their phase II trial of their IBS drug so naturally the stock price is going to plunge 30%

Well done to all who are not holding.

RIGOLO

Atlas_IRL wrote: »

Not here but there is a discord called Atlas Trading where they show expensive scanners for free and most of the post are pennies, some of them are killing it.

Atlas_IRL recommends Atlas Trading ...
.... hmmmm .. are we being totally transparent on potential conflicts of interest...:D

thanks for tip will check it out on the air gapped machine .

DutchYurt

jams100 wrote: »

4d pharma down 20%, was down more earlier, can't see any terrible news

ugh, that just wiped out all my profits..

Re 4D Pharma (and other stocks) - reversed due to what Trump said. Normally that would likely reverse given enough time. But I think we've not seen the last of Trump's health issues, so it's up in the air.

weemcd

Might be a good entry point for anyone wanting to try 4d.

There was no bad news today at all. Rumours of a Nasdaq listing upcoming at some point, plenty of people still bullish on this one. I'm not selling my small stake anyway. I think between Trump, the election and Covid there are still plenty of rollercoaster moments yet for this year and beyond...

DutchYurt

weemcd wrote: »

Might be a good entry point for anyone wanting to try 4d.

There was no bad news today at all. Rumours of a Nasdaq listing upcoming at some point, plenty of people still bullish on this one. I'm not selling my small stake anyway. I think between Trump, the election and Covid there are still plenty of rollercoaster moments yet for this year and beyond...

I feel like I'm on the roller coaster but the seat won't close properly. I'm that kid haha

jams100

weemcd wrote: »

There was no bad news today at all. .

Has to be some reason surely? 25% is a massive drop even by the volatile markets over the last 6 months.
Can't have anything to do with Trump? going to hold 4d anyway for another 6 months and see what happens, one of the riskier ones I bought so not really surprised by volatility

inisfree0504

jams100 wrote: »

Has to be some reason surely? 25% is a massive drop even by the volatile markets over the last 6 months.
Can't have anything to do with Trump? going to hold 4d anyway for another 6 months and see what happens, one of the riskier ones I bought so not really surprised by volatility

The results from phase II of the IBS trial weren't quite as positive as some were hoping. Compared to placebo, improvement was 'superior but statistically non-significant'.

jams100

jams100 wrote: »

4d pharma down 20%, was down more earlier, can't see any terrible news

bfa1509 wrote: »

What? They've seen positive results from their phase II trial of their IBS drug so naturally the stock price is going to plunge 30%

Well done to all who are not holding.

I think the market expected a cure for IBS or something.
The results are great and it's near certain that a phase 3 trial will happen, the RNS didn't have any detail on when that would be.

Lots of folk expecting much better so they're just taking their profit (significant for most I expect as in aug SP was 40% of today's low) and trying to find the next short term play

I expect we'll be back to 170 ish over the coming days/weeks.

jams100

jams100 wrote: »

Has to be some reason surely? 25% is a massive drop even by the volatile markets over the last 6 months.
Can't have anything to do with Trump? going to hold 4d anyway for another 6 months and see what happens, one of the riskier ones I bought so not really surprised by volatility

..........

RNS key takeaway

· A statistically significant increase in overall response in pre-planned analysis of the combined IBS-C/D group compared to placebo;

· A positive, though non-significant, increase in overall response in both IBS-C and IBS-D cohorts;



The difference between the placebo and drug is reported as follows

In IBS-C patients (n=76) a numerically superior but statistically non-significant overall response rates of 25% compared to 17.1% for placebo (n=82) (p=0.152), representing an RR of 1.46 (95% confidence interval: 0.791, 2.711); and

· In IBS-D patients (n=94) a numerically superior but statistically non-significant overall response rate of 23.4% compared to 17.8% for placebo (n=101) (p=0.216), representing an RR of 1.31 (95% confidence interval: 0.753, 2.290).

Given there's nothing out there that treat IBS currently the RNS is fantastic.

The number of participants in the trial weren't huge so it's not surprising that better results would be seen in a phase 3 (larger population).
76 & 94 people received the drug compared to 82 and 101 who got the placebo.......... within the sample size there's likely to be similarities amongst those who benefittred also so great potential to help millions of sufferers.

manonboard

funkey_monkey wrote: »

Still clinging on
Not sure if the is a bull trap of what is going on. There seems to be some positive news flowing out about Covid tests which might be affecting it plus some shorters getting their ducks in a line.

Not sure what to do, its so volatile. Can't figure out where my exit point should be!
I'm in for £1200 at £4, so if it could get closer to £2, it would be a bit more palatable to exit.

does anyone think they will go sub £1prior to the RI?

Are you planning to take the ri?
If not. If I understand correctly.. you are wise to get out on this 40pc rise as you are going to be diluted by 300pc.

One More Toy

DKNG down 7% in before hours trading, any idea?

Would be interested to hear your thoughts if I should hold on to it long term or start taking profits

Edit: secondary stock offering at 52 dollars, 4.80 below yesterdays price

funkey_monkey

manonboard wrote: »

Are you planning to take the ri?
If not. If I understand correctly.. you are wise to get out on this 40pc rise as you are going to be diluted by 300pc.

Still unsure - TBH as to whether to go for the RI. It's either all in or all out. It's not massive numbers here, but it's good money.



If I go all in on the RI, I should end up with 5418 shares @ avg cost of £1.08:

Current
Purchases: 1073 shares @ £4.02
Dividend Shares: 115
Total shares: 1188
Cost: 1073 * £4.02 = £4,313.46

Max RI:
New shares: (1188 / 3) * 10 = 3960
Cost: 3960 @ £0.32 = £1,267.20

Post RI
Total Shares: 5148
Avg cost: (£4,313.46 + £1267.20) / 5148 = £1.08



If I sell now, I have losses of £2,507.71:

Sell Now
1188 * £1.52 = £1,805.75
Loss = £4,313.46 - £1,805.75 = £2,507.71



The temptation is to go all in on the RI and go long on the shares. If anything, the correct decision might be to see if shares drop and then purchase some more in order to get the avg cost to below £1.00 mark.

Thoughts?