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walm said:
If you don't mind my asking what is your post-tax ROI ex-AMZN on your angel investing?
I was thinking about diversifying into something exactly like Seedrs.
Honestly, it's too hard for me to work out - a lot of my investments are still in companies which aren't traded publicly so it's extremely hard to put values on them.I was thinking about diversifying into something exactly like Seedrs.
I can safely say though if you diversify across enough start ups you should expect your return to far exceed the market in general - especially when you take into account the EIS and SEIS benefits.
Just be sensible and don't go putting your eggs in one basket - and expect some to totally fail.
On Seedrs at the moment I like POQ and Stamplay.
Let me know how you get on!
Edited by gregf40 on Friday 21st November 21:16
OUT, Outsourcery is one I picked up a few shares in a couple of weeks ago when it was drifting down and down... It then steadily drifted down a little more but is now up 70% (at the moment) increase today - although it has lost loads over the last few months. I think they've gotten rid of some of the deadwood as well... It should be possible to make money in this area.
ETA : Note that it's already lost 90% of it's top value.
ETA : Note that it's already lost 90% of it's top value.
Edited by eps on Thursday 20th November 10:38
gregf40 said:
walm said:
If you don't mind my asking what is your post-tax ROI ex-AMZN on your angel investing?
I was thinking about diversifying into something exactly like Seedrs.
Honestly, it's too hard for me to work out - a lot of my investments are still in companies which aren't traded publicly so it's extremely hard to put values on them.I was thinking about diversifying into something exactly like Seedrs.
I can safely say though if you diversify across enough start ups you should expect your return to far exceed the market in general - especially when you take into account the EIS and SEIS benefits.
Just be sensible and don't go putting your eggs in one basket - and expect some to totally fail.
On Seedrs at the moment I like POQ and Stamplay - and also PeerIndex, but I believe that if fully funded now.
Let me know how you get on!
The FT Alphaville blog usually makes me chuckle.
http://ftalphaville.ft.com/marketslive/2014-11-20/
http://ftalphaville.ft.com/marketslive/2014-11-20/
FT said:
BE
Should we get Quindell out of the way then?
Since it’s already been mentioned on the right? It’s not my fault that you keep requesting the thing.
Quindell PLC (QPP:LSE): Last: 54.02, up 11.02 (+25.63%), High: 56.75, Low: 41.50, Volume: 7.04m
Quindell Plc (AIM: QPP.L), a market leading global provider of professional services and digital solutions, confirms that, contrary to speculation, it is not actively seeking to sell its shares in Nationwide Accident Repair Services plc.
Cool.
"is not actively seeking"
Which means that in the present tense, it is not engaged in the action of selling its Nationwide Accident Repair Services stake.
What’s not clear is whether in the past tense it was engaged in the action of selling its Nationwide Accident Repair Services stake.
Now, I’m not going to challenge the company on this one. There are enough people to do that on what is frankly a not terribly significant matter, in the round.
But an awful lot of people in the market seemed to think they could buy NARS shares yesterday, at a quite big discount to the market price.
Perhaps they were all mistaken.
Anyway, we may return to the scaffolding, deafness claims and telematics conglomerate before midday so let’s not get bogged down.
andShould we get Quindell out of the way then?
Since it’s already been mentioned on the right? It’s not my fault that you keep requesting the thing.
Quindell PLC (QPP:LSE): Last: 54.02, up 11.02 (+25.63%), High: 56.75, Low: 41.50, Volume: 7.04m
Quindell Plc (AIM: QPP.L), a market leading global provider of professional services and digital solutions, confirms that, contrary to speculation, it is not actively seeking to sell its shares in Nationwide Accident Repair Services plc.
Cool.
"is not actively seeking"
Which means that in the present tense, it is not engaged in the action of selling its Nationwide Accident Repair Services stake.
What’s not clear is whether in the past tense it was engaged in the action of selling its Nationwide Accident Repair Services stake.
Now, I’m not going to challenge the company on this one. There are enough people to do that on what is frankly a not terribly significant matter, in the round.
But an awful lot of people in the market seemed to think they could buy NARS shares yesterday, at a quite big discount to the market price.
Perhaps they were all mistaken.
Anyway, we may return to the scaffolding, deafness claims and telematics conglomerate before midday so let’s not get bogged down.
FT said:
BE
In the meantime …..
Clearly sensational news this morning from Outsourcery
The sensational news being that they’ve invented a time machine and moved the market back to 1999.
Outsourcery PLC (OUT:LSE): Last: 16.35, up 6.1 (+59.51%), High: 16.35, Low: 15.35, Volume: 680.78k
News on the tape is that the Microsoft reseller has become a Microsoft reseller
http://www.investe…1411200700354955X/
What happened here is that Microsoft launched a way to pass some responsibilities on its resales network over the summer
A few companies signing up have announced their participation since then.
SYNNEX Corporation said exactly the same thing as Outsourcery a couple of days ago, and the shares did nothing.
Ditto Tech Data Corp and Appriver at the end of October.
Anyway, Dragons’ Den’s own Piers Linney says …
“Our inclusion in the Microsoft Cloud Solution Provider Program, which has only been made available to a limited number of Microsoft partners ….
“A limited number” …
You can judge yourself how limited this number will be by Microsoft’s own product site: https://mspartner.microsoft.com/en/us/pages/member...
In the meantime …..
Clearly sensational news this morning from Outsourcery
The sensational news being that they’ve invented a time machine and moved the market back to 1999.
Outsourcery PLC (OUT:LSE): Last: 16.35, up 6.1 (+59.51%), High: 16.35, Low: 15.35, Volume: 680.78k
News on the tape is that the Microsoft reseller has become a Microsoft reseller
http://www.investe…1411200700354955X/
What happened here is that Microsoft launched a way to pass some responsibilities on its resales network over the summer
A few companies signing up have announced their participation since then.
SYNNEX Corporation said exactly the same thing as Outsourcery a couple of days ago, and the shares did nothing.
Ditto Tech Data Corp and Appriver at the end of October.
Anyway, Dragons’ Den’s own Piers Linney says …
“Our inclusion in the Microsoft Cloud Solution Provider Program, which has only been made available to a limited number of Microsoft partners ….
“A limited number” …
You can judge yourself how limited this number will be by Microsoft’s own product site: https://mspartner.microsoft.com/en/us/pages/member...
, building a nice bull flag. Bought another wedge of AAPL today, although I'm becoming increasingly interested in where this rise might 'top out'. Some analysts say 130 - 150...some analysts say at a $1TRILLION market cap (which IIRC is 180 - 200). Either or, I think theres a bit of a rise left in it for now, especially with xmas sales, IWatch release / ApplePay taking off next year.
Nice to see oil making a bit of a rally today, just about breaking even at the moment, could do with some movement upwards really although that really is at the mercy of OPEC etc!
Edit: Trillion Not Billion!
Nice to see oil making a bit of a rally today, just about breaking even at the moment, could do with some movement upwards really although that really is at the mercy of OPEC etc!
Edit: Trillion Not Billion!
My long term exit target on Apple was $150, $120 by the end of this year. This was when I was loading up on Apple shares by the bag load on the way down from $500.
This recent rise though, although my portfolio is loving it I can't say I'm thrilled, would have preferred a steady rise.
Apple has risen quite rapidly from 103 and things that go up that quick tend to come down just as quick. Buying here IMO is chasing the stock, it's overbought and extended maybe it gets to that 120-125 before the pullback but I'm pretty sure a pullback is coming, don't think it takes us sub 100 though.
I have two positions in Apple will probably try and be cute and sell the Euro position with a view of buying it back cheaper and just let the $ position ride out.
Also bit worried by the increasing bullish sentiment when everyone gets too bullish it's usually time to exit. It's pretty much had an upgrade a day this week, these were the same people saying Apple's dead and don't touch the stock when it was in the low 400's.
Makes no difference if your looking at the long term though. My only concern would be the stock getting ahead of the Jan quarter and then a large sell the news after earnings. Then again I don't know where else to put the money, currently imo I don't see a stronger stock with so many potential positive catalysts ahead of it.
This recent rise though, although my portfolio is loving it I can't say I'm thrilled, would have preferred a steady rise.
Apple has risen quite rapidly from 103 and things that go up that quick tend to come down just as quick. Buying here IMO is chasing the stock, it's overbought and extended maybe it gets to that 120-125 before the pullback but I'm pretty sure a pullback is coming, don't think it takes us sub 100 though.
I have two positions in Apple will probably try and be cute and sell the Euro position with a view of buying it back cheaper and just let the $ position ride out.
Also bit worried by the increasing bullish sentiment when everyone gets too bullish it's usually time to exit. It's pretty much had an upgrade a day this week, these were the same people saying Apple's dead and don't touch the stock when it was in the low 400's.
Makes no difference if your looking at the long term though. My only concern would be the stock getting ahead of the Jan quarter and then a large sell the news after earnings. Then again I don't know where else to put the money, currently imo I don't see a stronger stock with so many potential positive catalysts ahead of it.
Edited by twinturboz on Friday 21st November 15:42
So anyone know who Tiger Global are other than being a massive $6b hedge fund? They have been outed as the firm with a 5% short on QPP. Obviously not all down to them but it was a $13m short which is quite considerable.
Doing it all through shell companies in the Cayman's is a bit shady though no?
Doing it all through shell companies in the Cayman's is a bit shady though no?
vescaegg said:
So anyone know who Tiger Global are other than being a massive $6b hedge fund? They have been outed as the firm with a 5% short on QPP. Obviously not all down to them but it was a $13m short which is quite considerable.
Doing it all through shell companies in the Cayman's is a bit shady though no?
Most HFs are domiciled in the Caymans for tax purposes. Industry standard.Doing it all through shell companies in the Cayman's is a bit shady though no?
Tiger are one of the best known.
So well known in fact their offspring (successful alums who leave but set up on their own and often get funding from Robertson) have their own moniker: Tiger Cubs.
http://en.wikipedia.org/wiki/Tiger_Management
K
As na side I think the affect of shorters gets over exaggerated - s
t company share prices would still go down without them.
vescaegg said:
So anyone know who Tiger Global are other than being a massive $6b hedge fund? They have been outed as the firm with a 5% short on QPP. Obviously not all down to them but it was a $13m short which is quite considerable.
Doing it all through shell companies in the Cayman's is a bit shady though no?
Although the FT story revealed it was Tiger behind it, the shorts were declared in line with the regulations I think so I thought it was a bit of a non story. Doing it all through shell companies in the Cayman's is a bit shady though no?
As na side I think the affect of shorters gets over exaggerated - s
t company share prices would still go down without them. I think you must be confused.
Evil shorters! Put a £1m limit sell on all your shares to stop lending!
On the evidence so far, Tiger whatever are doing a great service to the market. The vultures of the system, and if you think that's an insult then you should read more about vultures.
Evil shorters! Put a £1m limit sell on all your shares to stop lending!
On the evidence so far, Tiger whatever are doing a great service to the market. The vultures of the system, and if you think that's an insult then you should read more about vultures.
walm said:
gregf40 said:
walm said:
If you don't mind my asking what is your post-tax ROI ex-AMZN on your angel investing?
I was thinking about diversifying into something exactly like Seedrs.
Honestly, it's too hard for me to work out - a lot of my investments are still in companies which aren't traded publicly so it's extremely hard to put values on them.I was thinking about diversifying into something exactly like Seedrs.
I can safely say though if you diversify across enough start ups you should expect your return to far exceed the market in general - especially when you take into account the EIS and SEIS benefits.
Just be sensible and don't go putting your eggs in one basket - and expect some to totally fail.
On Seedrs at the moment I like POQ and Stamplay.
Let me know how you get on!
http://www.lawgazette.co.uk/practice/quindell-dire...
Interesting. "Missed" a margin call on 200k at £0.15.
Interesting. "Missed" a margin call on 200k at £0.15.
CharlieCrocodile said:
BT are looking to get back into the mobile markets, talks of them looking to buy (back) O2 or EE if that fails. Worth watching I reckon.
I picked up some BT when they were pushing the TV.. Quad Play should see them do very well and they do a lot of other tech things as well and hold patents etc.. (iirc)I know most dislike AIM shares but I would draw your attention to AMC which is finally starting to move.
Long awaited mining licence expected shortly. Bulletin board on iii is buzzing with excitement.
So momentum could carry this on to new highs.
Worth a look for those who might fancy an occasional flutter but read the bulletin board for background.
Long awaited mining licence expected shortly. Bulletin board on iii is buzzing with excitement.
So momentum could carry this on to new highs.
Worth a look for those who might fancy an occasional flutter but read the bulletin board for background.
jfbrin said:
I know most dislike AIM shares but I would draw your attention to AMC which is finally starting to move.
Long awaited mining licence expected shortly. Bulletin board on iii is buzzing with excitement.
So momentum could carry this on to new highs.
Worth a look for those who might fancy an occasional flutter but read the bulletin board for background.
Had a very good couple of weeks with these. Been a scary ride but I topped up when it bottomed out. I'm hoping to buy more before the license goes through as it could rocket.Long awaited mining licence expected shortly. Bulletin board on iii is buzzing with excitement.
So momentum could carry this on to new highs.
Worth a look for those who might fancy an occasional flutter but read the bulletin board for background.
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