Share Picks 2020

The Phantom Jipper

Don't know if any of ye are in Aminex which was tipped in The Phoenix a while ago - up 175% today after some positive developments in Tanzania.

p to the e

The Phantom Jipper wrote: »

Don't know if any of ye are in Aminex which was tipped in The Phoenix a while ago - up 175% today after some positive developments in Tanzania.

I'm in both Aminex and Solo Oil since the end of 2015 and have been waiting for some positive news for a long time. It took a strong ultimatum from the Zubairs to get the Tanzanian government to get their finger out. I think there were some shenanigans going on. Aminex is up approx 160% and solo 110% since this morning.

The Phantom Jipper

p to the e wrote: »

I'm in both Aminex and Solo Oil since the end of 2015 and have been waiting for some positive news for a long time. It took a strong ultimatum from the Zubairs to get the Tanzanian government to get their finger out. I think there were some shenanigans going on. Aminex is up approx 160% and solo 110% since this morning.

Very nice, glad it finally paid off for you. Do you have a target price in mind on your Aminex shares? I'm a little tempted to cut and run with my profits as it was a complete punt based on the article in the Phoneix.

p to the e

The Phantom Jipper wrote: »

Very nice, glad it finally paid off for you. Do you have a target price in mind on your Aminex shares? I'm a little tempted to cut and run with my profits as it was a complete punt based on the article in the Phoneix.

I was half tempted to just get out as I've been in the red with both Aminex and Solo for some years (my break even point is about 1.5p- 2p) but I think with this new deal in place the outlook is good. Solo only have a 25% stake in this so it's not as important for them but this was big news for Aminex. I'd say no one really knows where this share could go but you saw just how much of a reaction there was with the share price today. I predict this could go on for another few days. I actually picked up some more this morning when it started to take off. Was very close to buying yesterday at 0.4p but what you gonna do? I tend to keep an eye on the chat here to keep me up to date.

jams100

jams100 wrote: »

Given the likelihood of more lockdowns in Europe and their quarter 3 results in the next few weeks I think Amazon has a bit of room to grow, especially with Christmas around the corner. Its sad but I wouldnt enter retail atm and I'm sure I'm in the majority on this

Amzn up nearly 5%
I'm calling for more lockdowns! (Joke)

bfa1509

jams100 wrote: »

Amzn up nearly 5%
I'm calling for more lockdowns! (Joke)

Put a nice chunk into Amazon right before the big sell-off in September. Didn't think I would break even 3 weeks later. Sign of a company going strong, bizarre that people were selling it.

RIGOLO

Ive ridden the NYCT ride for months, and these dips are buying oppurtunitys, (8.97 euro) after the big scare today . IVe seen this patttern repeated 10 times in 5 months but each time we reocver and go onto higher highs.
MCAP is south of 700M and recent contract with NHS is north of 450M , with profit margins over 60%, cases are growing around the world, this virus is with us , everytime we open up cases explode. Expect an RNS update on sales and contracts this month.
Im buying up a chunk more , Ive already multi-bagged so Feb 2021 is the time I will reveiw .

Treppen

NCYT dude

Kilboor

Entered UpWork at 20.10

Happy with that, I think it will grow steadily over the next year or so

Thargor

My Xiaomi Corp is back in the black, thought they were a sure thing back in 2019 but they just kept trickling down. Holding for now.

RIGOLO

JNJ have just announced their vaccine testing has halted for adverse effects.
Follows on from the AZN halt a few weeks back. This affects us on multiple levels.
From a perspective of finding a safe , effacious , mass producible, long lasting, easily transported vaccine the number of candidates are dropping rapidly. That kicks the timeline for a return to pre-2020 way down the line.

From an investment perspective, are mothers of the world goign to take a vaccines that have been halted on medical side effects , I think not, the field is narrowing down. My picks still in the game. NVAX is still looking strong. INO still in the running , as its halt was for the device and not the vaccine itself.

Not looking to get into a policital debate here, from an investment perspective
I expect pressure from the WH on the FDA for some positive news on vaccines before those 2 old fellas get into it Tuesday Nov 3rd. Also the 15/8 from PP for the fella with the lower golf handicap was a gift that had to be taken. Lets see if PP will fund my xmas vacation (whatever form that takes this year) the same way they did in 2016.

retalivity

Thargor wrote: »

My Xiaomi Corp is back in the black, thought they were a sure thing back in 2019 but they just kept trickling down. Holding for now.

I remember looking for these ages on Degiro but could only seem them listed in HK with no data. I see they are now listed in Frankfurt, is this where you bought?

RIGOLO

NCYT taking a battering this morning, dont panic Mr Mainwaring (that comment will date me)

Still holding and bought another tranche this morning. I didnt think we would get this gift.
NCYT appointed a joint broker 2 weeks ago, NUMIS Securities, I dont see them doing that unless they are after the II's where the big money is. The current dip is the MMs taking out stop losses so they can get the shares. Rememebr the float is very small , circa 70million. NUMIS have yet to issue a price target and we are due another RNS , NCYT tend to be regular on them , ohh and last I checked Covid cases are still rising and theres talk of re-infections.

Dont panic.. Dont Panic ... .. permission to Panic

Cpfm

Hi, I,m a newbie to this. Following your thread on NCYT, I see it listed at 750.10 on LSE.
Is this the stock you are referring to? Thanks

RIGOLO

Cpfm wrote: »

Hi, I,m a newbie to this. Following your thread on NCYT, I see it listed at 750.10 on LSE.
Is this the stock you are referring to? Thanks

Yes, its a joint UK-French company , 30% of its float is listed on the LSE, and 70% is listed in PAris-Euronext, you can buy in either, but Paris is easier to trade for many.

Welcome newbie, glad to see someone stepping outside their door and trying something new. Nothing in life is certain. You either have the character to take risks or you dont. Fear God Dread Naught.
Good luck on your trading, theres good advice here, but beware the wolves they will eat you and not give it a second thought.

Nemeses2050

Rigolo - hiring of security company, could they be looking to issue more shares trying to take advantage of the increase in share price...as so many small cap Pharma's do?

Shedite27

Cpfm wrote: »

Hi, I,m a newbie to this. Following your thread on NCYT, I see it listed at 750.10 on LSE.
Is this the stock you are referring to? Thanks

And seeing as you're new, LSE lists it's stocks in pence, so that's £7.50 per share

RIGOLO

Nemeses2050 wrote: »

Rigolo - hiring of security company, could they be looking to issue more shares trying to take advantage of the increase in share price...as so many small cap Pharma's do?

Normally you would think so, but given they have no debt, they dont have as much need to issue securities, and they could have done that without appointing new JOINT broker.
They had a credit line but closed it, if they need to expand production or increase supplies why not just go back to it rather than dilute their SP.
The CEO is realtively new, seems dynamic, and afaik October is bonus month for him, his bonus is tied to the Oct SP.
Having said that the float is tiny, and yes new offerings might entice more IIs in, but I think the companys financial loose ends are being tied up to facilitate a takeover, and they wont issue securites in the run up to that. Its my speculation .

But look at this , back to 8,81, having dropped to 8.00 in Paris , 10% on the swing.. thanks for the gift MMs nicely topped up.

full disclosure folks ... I dont need this money, if you are exposing yourself with potential to lose money that you and your family need because of a tip on here then you own that its your call. Its a game to me , I still want to win and beat the system so I only invest in what my research tells me to invest in but if I lose it wont affect my lifestyle. Do your own DD . GLTA ..but what a time to be in the market

Nemeses2050

Thanks Man, yeah so much swing it's now up 2%...

DutchYurt

I'm trying to buy shares in a small cap stock on the LSE however they have stopped buys due to their extended risk (DeGiro) next best place to trade LSE? I've heard of 212 any others I should look at?

Thanks

DutchYurt

DutchYurt wrote: »

I'm trying to buy shares in a small cap stock on the LSE however they have stopped buys due to their extended risk (DeGiro) next best place to trade LSE? I've heard of 212 any others I should look at?

Thanks

You've got to take some stupid test on Degiro to prove you're not an idiot. Once you've taken the test you can trade away. Of course, finding the test is the hardest part of the test

funkey_monkey

As some of my RR shares (1100) are in a VSA I've been told the default option is a cashless take-up.
There are little details coming in the communication as to how this will be applied.

If I want to take up another option, I need to tx out of the VSA.

I've 81 shares sitting in a Hargreaves Lansdown account. I was thinking of taking up the full amount, but maybe this would be the better option?

Any thoughts?

Thargor

retalivity wrote: »

I remember looking for these ages on Degiro but could only seem them listed in HK with no data. I see they are now listed in Frankfurt, is this where you bought?

No I bought them in HK though Degiro, the trade will go through you just need to get your prices at the time from somewhere else.

DutchYurt

Deleted User wrote: »

You've got to take some stupid test on Degiro to prove you're not an idiot. Once you've taken the test you can trade away. Of course, finding the test is the hardest part of the test

Oh don't worry I took the stupid test, they've just stopped trading. I can trade other small cap stocks just not this one.

"Unfortunately this product is not available for trading. This could be due to regulatory reasons, your current profile or an internal decision."

That's what I get when I try!

DutchYurt

DutchYurt wrote: »

Oh don't worry I took the stupid test, they've just stopped trading. I can trade other small cap stocks just not this one.

"Unfortunately this product is not available for trading. This could be due to regulatory reasons, your current profile or an internal decision."

That's what I get when I try!

What's the name of the stock and I'll check if you like. The above is the error mesage I got when I tried to trade 'complex' shares like IAG :pac:

DutchYurt

Deleted User wrote: »

What's the name of the stock and I'll check if you like. The above is the error mesage I got when I tried to trade 'complex' shares like IAG :pac:

Appreciate that! ticker is FDBK

DutchYurt

DutchYurt wrote: »

Appreciate that! ticker is FDBK

I can't see it either. Maybe ask them to list?

DutchYurt

Deleted User wrote: »

I can't see it either. Maybe ask them to list?

Apparently it's their risk "I have been informed by our risk department that it will not be possible to insert this product in the trader".

I can't seem to find it on 212 either, suspicious.. maybe I should sell!

Doubled down into 4D Pharma today too! :cool:

sirboby

DutchYurt wrote: »

Doubled down into 4D Pharma today too! :cool:

I doubled down after the drop late last week, if it drops to the 80's may get more

Wombatman

Bought some DQ - DAQO New Energy Corp and SWTX - SpringWorks Therapeutics yesterday.

Shedite27

Deleted User wrote: »

I can't see it either. Maybe ask them to list?

Not on Interactive Brokers either - which usually has everything, even the pink sheets

DutchYurt

Shedite27 wrote: »

Not on Interactive Brokers either - which usually has everything, even the pink sheets

Hmm does that mean it's a golden egg or a rotten one for Halloween. Time will tell!

heffo500

heffo500 wrote: »

Next investment for me is Pensana Rare Earths plc LSE: PRE.L

Lost out on a 25% gain waiting on Degiro to add it to the platform

Up 48% since I posted it here

Cpfm

RIGOLO wrote: »

Yes, its a joint UK-French company , 30% of its float is listed on the LSE, and 70% is listed in PAris-Euronext, you can buy in either, but Paris is easier to trade for many.

Welcome newbie, glad to see someone stepping outside their door and trying something new. Nothing in life is certain. You either have the character to take risks or you dont. Fear God Dread Naught.
Good luck on your trading, theres good advice here, but beware the wolves they will eat you and not give it a second thought.

Thanks Rigolo... yeah I’ll let u know how I feel about risks in 12 months
Thanks for the info...

Liamo_mu

People think 4Dpharma is likely to rise again? Was thinking of going in on it soon.

Timmaay

Sold all my APPS (digital Turbine) shares today for 40$,picked them up for 25$ a month ago and they have rocketed since. My only regrets, I had some of them back earlier in the year which I sold for 5$ when I bottled it and liquidised my portfolio in March lol.

weemcd

Liamo_mu wrote: »

People think 4Dpharma is likely to rise again? Was thinking of going in on it soon.

I could not tell you. I was surprised there was even a dip. I'm holding for the time being, but I'd like to hear what those in the know think.

DutchYurt

weemcd wrote: »

I could not tell you. I was surprised there was even a dip. I'm holding for the time being, but I'd like to hear what those in the know think.

Not in too much of the know myself but they have seem serious pipeline poised to pop!

What are peoples thoughts on Slack - $WORK? I've just about recovered since their earnings nose dive. Anyone else holding? I don't see them competing with Teams, ideally if the likes of google were to acquire them that would be good.

unplayable

anyone any thoughts on providence resources?

daheff

unplayable wrote: »

anyone any thoughts on providence resources?

Pure speculative company. I wouldn't put any money into them that you aren't prepared to lose 100%.

Kilboor

unplayable wrote: »

anyone any thoughts on providence resources?

I seem to be the only one super bullish on Providence, this is in thanks to my entry only earlier this year for the first time.

I'm open in saying it is my largest holding by a long shot and I'm currently up 55% overall.

The new management, partnership and consortium is excellent. When Barryroe hits production they will be eligible to tax credits for the 900 million they've spent so far in offshore in exploration and development.

Davy's today valued the company at 19p with 80 million barrels of oil reserve at $40(not taking into account gas reserves or carbon capture)They have a lot more oil, up to 350 million confirmed recoverable and that's not counting gas which is substantial too.

Looking further at financials the consortium is set to benefit from Norwegian tax credits too being made up of 33% Norwegian companies.

Alan Linn has already pretty much stated that this consortium is going to go ahead with the farm out of Barryroe and the only hurdle left is the Green Party/Government. Here's where Alan Linn's leadership and experience come into play, he has mentioned not only the gas supply in Barryroe but also the idea of using the nearby depleted kinsale gas fields for carbon capture to lower the carbon footprint of the operation.


He's also presenting on Thursday at proactive investors which I believe is the first time the company has ever participated. Watch this space, we will have news soon.

As a sidenote, check out LOGP too who own 20% of Barryroe and are more undervalued given a farm out announcement and favourable holdings

RIGOLO

Days like yesterday are days why I play this game .
NCYT hit hard, drops , recovers and drops again, the MMs playing their game to shake out 'scared money'. I picked up another tranche on the dip .
Time will tell who ultimately wins.
Headlines this morning tell me Covid numbers are on the way up. I believe in the need for quality testing.

WKHS is being manipulated, ROTH Capital released a note 4 days ago that the USPS contract is coming out, stock pops then yesterday the release a note saying the contract is delayed. A classic pump and dump, and they didnt have the decency to have 2 seperate firms post the note. But my entry point is still well covered, lets wait and see , that USPS has to be announced before eoy.

But when some stocks in your portfolio is going through a bear attack you look to another one in a diversified portfolio to prop you up.
And COVID stocks delivered, NVAX had a healthy pop and INO has recoverd some of its drop . NVAX had a major announcement ' Novavax Appoints Leadership Team to Advance NanoFlu through Regulatory Licensure ' . This relates to their FLU vaccine, might be 2 months might be 12 months but I can wait. Potential for a combined Covid+Influenza vaccine here.
And factor in that JnJ and now EliLily have announced a halt to their vaccine trials.
Covid is back big time and I think Wall St is positioning to the stay at home stocks and shaking the retail investor tree even though most of these stocks have their gains factored in from Covid wave one .

INTC leaking news on their GPUs, the XE. SLow and steady gains for INTC with earnings coming up and an official launch. This reminds me I was looking for a winter project think I will build my next PC with one of these babies and see how it performs.

Earnings season underway check the dates on your stocks people, just so you know when news may be dropping.
GLTA have a great day.

Jim2007

RIGOLO wrote: »

WKHS is being manipulated, ROTH Capital released a note 4 days ago that the USPS contract is coming out, stock pops then yesterday the release a note saying the contract is delayed. A classic pump and dump, and they didnt have the decency to have 2 seperate firms post the note.

That would be compliance, have a read of the SEC disclosure rules! In the land of litigation they would be hammered if they openly engaged in what you are suggesting.

But when some stocks in your portfolio is going through a bear attack you look to another one in a diversified portfolio to prop you up.

No you don’t! If you have done your homework, you should be in a position to load up.

bob mcbob

Does anyone have a view on ITM.

I think making hydrogen is the most effective way of using renewable energy at night. Also there is a start being made on using hydrogen to power vehicles.

However it is up 350% this year so may have missed an entry.

RIGOLO

Jim2007 wrote: »

That would be compliance, have a read of the SEC disclosure rules! In the land of litigation they would be hammered if they openly engaged in what you are suggesting.

No you don’t! If you have done your homework, you should be in a position to load up.

thats okay.. we disagree.
If one sector in my portfolio is under going a bear attack I take comfort in having a diversified portfolio and another sector is making gains, and I finish the day in the green . Everyone can decide for themselves if a diversified portfolio works.

As for loading up, only a fool would load up on every dip every stock in their portfolio makes. Wall St can remain illogical longer than you can stay solvent.

Jim2007

Jim2007 wrote: »

No you don’t! If you have done your homework, you should be in a position to load up.

Agreed. If you've done your DD and you value a stock at x and it drops that's when you make your gains. Don't think it was Warren, but one of the big boys said, 'If it's the right price before the dip it's even better value after the dip.' Or words to that effect.

Mickiemcfist

bob mcbob wrote: »

Does anyone have a view on ITM.

I think making hydrogen is the most effective way of using renewable energy at night. Also there is a start being made on using hydrogen to power vehicles.

However it is up 350% this year so may have missed an entry.

(Know nothing of the stock) however I've always felt hydrogen power was the way to go for cars but the industry keeps focusing on Electric. For whatever reason I don't think it'll happen at this point, too much investment has gone into Electric. BMW produced a hydrogen 7 series 15 years ago, I thought that was the dawn of a new age but alas, no.

funkey_monkey

Nemeses2050 wrote: »

If you don't need money, I would say hold. Another option is you can sell half of it and with the proceeds subscribe to RI's.

The VSA has this as the default option, so I'm going to leave that account as is and let it play out.

funkey_monkey

PHG wrote: »

What's that all about or just a ramble?

https://www.shiftingshares.com/what-is-a-rights-issue/

TERP discussed at bottom. They have a simpler calc which produces a lower TERP, but there you go.

bob mcbob

Mickiemcfist wrote: »

(Know nothing of the stock) however I've always felt hydrogen power was the way to go for cars but the industry keeps focusing on Electric. For whatever reason I don't think it'll happen at this point, too much investment has gone into Electric. BMW produced a hydrogen 7 series 15 years ago, I thought that was the dawn of a new age but alas, no.

I was not thinking of cars - for transport larger vehicles (buses, trains, lorries)

https://www.theengineer.co.uk/hydrogen-double-deckers-aberdeen-wrightbus/

https://www.bbc.co.uk/news/av/business-54350046

https://www.environmentalengineering.org.uk/news/fully-hydrogen-powered-truck-in-development-9827/

Also a carbon free replacement for natural gas

https://www.theguardian.com/science/2020/mar/21/is-hydrogen-the-solution-to-net-zero-home-heating