Share Picks 2021 - Thread banned users post #1

Das Reich

Got CVAC at the very bottom now up 10% in few minutes.

cronos

Das Reich wrote: »

Got CVAC at the very bottom now up 10% in few minutes.

Having tried to pull a similar move with Solarwinds I'd suggest keeping an eye on it. I had waited 2 days even then it dropped another 20% after it's initial 30% drop. It's recovered to break even since. But something to keep in mind. May or may not be straight back up. Although in this case hopefully they have other things than the vaccine.

cc87

bfa1509 wrote: »

Wise, formerly Transferwise to go public in the next few months. They are a company similar to Revolut but with a proper desktop interface. I think they are great and wondered if they would ever go public.

What exchange have people been using here for IPOs?


https://uk.finance.yahoo.com/news/ipo-watch-fintech-wise-could-go-public-as-soon-as-this-week-154234868.html

Edit: Just see that it's a direct listing, so Degiro should do the trick then?

Just got an email from Wise about this.
They are doing a slightly odd customer reward scheme call OwnWise.

Sign up to the scheme, then buy shares, upload proof of purchase and if you keep them for 12 months they reward you with more shares (5% of your initial purchase up to a max of £100 worth).

They are doing the dual class listing same as Deliveroo earlier this year. Tends to get a cold reception in European markets.

Underground

Pretty positive market reaction to fed comments yesterday.

pioneerpro

theboringfox wrote: »

CureVac getting hit hard. Disappointing. More vaccines means things get going faster. Seems like pfizer remains king amongst covid vaccines

NRXP/RLF are the only ones to watch in this space for the rest of the year, presuming that the FDA suddenly don't pull their head out of their ass and look at the Ivermectin study efficacy and do the right thing.

https://www.dovepress.com/clinical-biochemical-and-molecular-evaluations-of-ivermectin-mucoadhes-peer-reviewed-fulltext-article-IJN

Timmaay

Back to breakeven from my degiro account p/l figure from 1st Jan ha. I'm not impressed with how deluded I was across Jan and Feb when I bought every 20day ma pullback, but I'm happy that when the growth stocks all crashed I didn't panic sell, and instead I kept dollar cost averaging in (mostly on heavy red days, no point buying on a big green day).

cronos

Bought some VIAC ViacomCBS earlier at 40. Seems like a good entry point.

bish76

Some greens for me today. Overall around 15% green YTD. Got rid of LMND and Relief Therapeutics at BEP but holding everything else..

pioneerpro

bish76 wrote: »

Relief Therapeutics at BEP but holding everything else..

What was you motivation behind that exactly? Surely if you're holding this long you're holding till EUA?

bish76

pioneerpro wrote: »

What was you motivation behind that exactly? Surely if you're holding this long you're holding till EUA?

Still have 9000 shares that will make me rich... patience is not my virtue 🙂

wrestlemaniac

Doximity ticker DOCS will be listed soon. Very interesting company with impressive numbers. If it starts at 25-30 a share, I'll start a sizeable position

Shedite27

cc87 wrote: »

Just got an email from Wise about this.
They are doing a slightly odd customer reward scheme call OwnWise.

Sign up to the scheme, then buy shares, upload proof of purchase and if you keep them for 12 months they reward you with more shares (5% of your initial purchase up to a max of £100 worth).

They are doing the dual class listing same as Deliveroo earlier this year. Tends to get a cold reception in European markets.

You still need to buy the shares yourself on Degiro or whatever yeah? Or are they offering you shares at IPO price? What type of customer are you? I can't see anything on the site about it

DeanAustin

pioneerpro wrote: »

What was you motivation behind that exactly? Surely if you're holding this long you're holding till EUA?

I've got a fair few RT shares. It was a bit of a speculative punt. What's EUA?

jams100

Sold out of tesla (Slight loss)
Halved Nvidia (Good profit)...Kind of hard to take profits, really like nvda long term but I think it will pullback + the price right now basically factors in the ARM deal going through and the upcoming stock split

Bought More Associated British Foods, think they are one of the more fairly valued companies out there right now. Opening more stores over the coming years, will benefit from the full reopenings, will also benefit from likely renegotiated leases from the current stores over the coming years...further expansion in America could be a bit of a catalyst over the coming years

cc87

Shedite27 wrote: »

You still need to buy the shares yourself on Degiro or whatever yeah? Or are they offering you shares at IPO price? What type of customer are you? I can't see anything on the site about it

Thats what I think it is anyway, buy shares yourself and then show proof of purchase.

I got an email about it with a link (if it works), only 100,000 places are available.

https://wise.com/campaign/ownwise?utm_medium=crm&utm_source=email&utm_campaign=32853f60-eea1-498f-b0be-6221f81099c0&utm_variant=75107d09-d26a-499e-be7e-e1beec4bb6d7&utm_date=17-06-2021

You have to meet the following criteria:
Be an active user
Be a user prior to May
Be in the UK, EU or US
I thought I saw one saying have carried out at least 2 currency exchanges as well but not sure where. Same currency transfers don't count.

TBH, I barely meet the criteria. Joined in Feb and used it twice since to move some money from EUR to GBP.

I'm slightly on the fence about buying this on IPO day or waiting. It will either sky rocket and slowly drop or be a bit of a damp squib for a few weeks. The dual listing makes it a bit of an unknown as funds aren't a huge fan of it.

theboringfox

Think tomorrow I will buy some Baba, CMP and ViacomCBS. Tempted to top up shell and telefonica. JustEat another on list.

cc87

cronos wrote: »

Bought some VIAC ViacomCBS earlier at 40. Seems like a good entry point.

VIAC & DLTR are two I'm adding to currently.

VIAC should be a $60+ stock

DLTR is down from a recent high of 119, very low volatility, continuing to expand and improve stores. Good financials as well. Not expecting big returns here but slow consistent growth. Potential of a boost as post-pandemic economy sets in and people return to dollar stores. B

pioneerpro

DeanAustin wrote: »

I've got a fair few RT shares. It was a bit of a speculative punt. What's EUA?

Huh interesting, what attracted you to them?

Relief are the patent holders for V.I.P., which is the basis of Zyesami developed by NeuroRx which is looking like its going to be the only efficacious therapy for moderate to severe COVID and/or respiratory failure.

NeuroRx partnered with Relief Therapeutics for global development and commercialisation of Zyesami. All profits from sales are shared 50/50 in USA, Israel and Canada, with NeuroRX receiving 15% of profits in Europe and 20% elsewhere.

For Emergency Use Authorisation (EUA) the FDA requires 60 day double-blind trials where the P value (Statistical probability) is 0.05 or less, indicating a 95% positive chance of effectiveness. They achieved this last month - following on from the 30 day trials in February - and submitted for EUA.

They've gotten positive correlation from their Expanded Access Program (EAP) only this week that it's still looking good with sample size scaled up.

https://www.prnewswire.com/news-releases/nrx-pharmaceuticals-announces-positive-data-results-from-zyesami-aviptadil-expanded-access-protocol-301312412.html

They appear to have the EUA in hand imo. RLF and NRXP will absolutely rocket if they do - NRXP in particular is tiny cap, low float, and 59% short-interest so could short-squeeze in the interim under favourable conditions. You'll see the correlation reported across the media

https://www.investorsobserver.com/news/stock-update/relief-therapeutics-rlftf-collaboration-partner-reports-additional-covid-19-results-shares-unchanged-in-early-trading

Jonathan Javitt, CEO of NeuroRx is worth following in relation to this.

https://www.foxnews.com/health/lag-covid-19-vaccine-boosters-variants-therapeutics

It will *bleed* out due to lack of news in the meantime. -15% with positive results this month on the NRXP listing . Back up the truck and load up.

pioneerpro

cc87 wrote: »

I'm slightly on the fence about buying this on IPO day or waiting. It will either sky rocket and slowly drop or be a bit of a damp squib for a few weeks. The dual listing makes it a bit of an unknown as funds aren't a huge fan of it.

See: Deliveroo and any number of IPOs recently.

In fact, the only two I can think of that went well and held for +10d this year were BMBL and RBLX. Fintech in particular has gotten an awful battering this year in SPACland.

cc87

pioneerpro wrote: »

See: Deliveroo and any number of IPOs recently.

In fact, the only two I can think of that went well and held for +10d this year were BMBL and RBLX. Fintech in particular has gotten an awful battering this year in SPACland.

DARK.L is a recent cybersecurity IPO i've been watching that seems to be doing well. Hit a high of 360p on IPO day and has stayed over 330ish since until a big buy last week start a rise to 440 today.

pioneerpro

cc87 wrote: »

DARK.L is a recent cybersecurity IPO i've been watching that seems to be doing well. Hit a high of 360p on IPO day and has stayed over 330ish since until a big buy last week start a rise to 440 today.

I'll be watching Hellenic Dynamics IPO as well in the near-future, but after the disaster that was the Cellular Goods IPO I'll be doing little more than watching. I'm not enamoured with a lot of the smaller IPOs on LON this year for whatever reason; must be looking at the wrong ones

gudede

Shedite27 wrote: »

Tremor has been ticking along nicely this year, up about 25% since I bought in Feb and about to move to Nasdaq. Nice slide below showing the potential. Bought more today

US listing. Each share is worth 2 AIM shares at 683.50. Might be worth buying more this morning.

DeanAustin

pioneerpro wrote: »

Huh interesting, what attracted you to them?

Relief are the patent holders for V.I.P., which is the basis of Zyesami developed by NeuroRx which is looking like its going to be the only efficacious therapy for moderate to severe COVID and/or respiratory failure.

NeuroRx partnered with Relief Therapeutics for global development and commercialisation of Zyesami. All profits from sales are shared 50/50 in USA, Israel and Canada, with NeuroRX receiving 15% of profits in Europe and 20% elsewhere.

For Emergency Use Authorisation (EUA) the FDA requires 60 day double-blind trials where the P value (Statistical probability) is 0.05 or less, indicating a 95% positive chance of effectiveness. They achieved this last month - following on from the 30 day trials in February - and submitted for EUA.

They've gotten positive correlation from their Expanded Access Program (EAP) only this week that it's still looking good with sample size scaled up.

https://www.prnewswire.com/news-releases/nrx-pharmaceuticals-announces-positive-data-results-from-zyesami-aviptadil-expanded-access-protocol-301312412.html

They appear to have the EUA in hand imo. RLF and NRXP will absolutely rocket if they do - NRXP in particular is tiny cap, low float, and 59% short-interest so could short-squeeze in the interim under favourable conditions. You'll see the correlation reported across the media

https://www.investorsobserver.com/news/stock-update/relief-therapeutics-rlftf-collaboration-partner-reports-additional-covid-19-results-shares-unchanged-in-early-trading

Jonathan Javitt, CEO of NeuroRx is worth following in relation to this.

https://www.foxnews.com/health/lag-covid-19-vaccine-boosters-variants-therapeutics

It will *bleed* out due to lack of news in the meantime. -15% with positive results this month on the NRXP listing . Back up the truck and load up.

Saw it mentioned on here and had a couple of hundred sitting on my Davy account. Took a look at the financial statements and looks like they had around 40m in cash and were losing 8m a year which gave them 5 years to start generating revenue.

My knowledge of the drug they're developing is next to nil but given it's Covid related, I thought it had to be worth a speculative punt. Thanks for the info, much appreciated.

MurDawg

Great couple of days. It's allowing me to diversify some of my portfolio from tech stock which was long overdue.

Began using revolut for quick/easy access to stocks on the NYSE. Solid experience thus far.

cronos

MurDawg wrote: »

Great couple of days. It's allowing me to diversify some of my portfolio from tech stock which was long overdue.

Began using revolut for quick/easy access to stocks on the NYSE. Solid experience thus far.

What did you buy and at what price?

Das Reich

CVAC having a good day I think its time to me to take the 30% profit.

theboringfox

So much for tech cycling over to value! Tech holding up brilliantly

Kilboor

Still holding Providence Resources (down 20% or so) and ANVS (up eh... a lot )

cronos

Arvl bought at 18 having sold out yesterday at 21.5

Wasnt going to make the same mistake as I did with corsair twice. Corsair is back at a reasonable price though.

bfa1509

Bob Harris wrote: »

I'd stick with AMZN, will do well the next few months, when it hits 4K drop it and run.

This post saved me a good half month salary, much appreciated Bob. Hopefully Amazon starts picking up from here, touch wood.