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trashbat said:
CRB14 said:
There are a couple of IPOs coming up soon: The Trainline and HSS Hire.
Any thoughts on these? Trainline doesn't really appeal to me. The rail industry could change fairly drastically and I don't actually believe you can get a cheaper price than buying direct from the operators. HSS however is interesting. Construction firms are hot on hiring equipment rather than buying for several reasons. Solid business for me.
That may be the case, but what's HSS' B2B operation like? Do large construction firms you're presumably thinking of, rather than the local man-in-a-van, take HSS seriously?Any thoughts on these? Trainline doesn't really appeal to me. The rail industry could change fairly drastically and I don't actually believe you can get a cheaper price than buying direct from the operators. HSS however is interesting. Construction firms are hot on hiring equipment rather than buying for several reasons. Solid business for me.
As for The Trainline, I don't travel by train much, but rail ticket purchasing seems to be an increasingly complicated and fractious affair. If you buy through the National Rail journey planner, as appears to be the obvious route, you seem to get one of a roulette of providers to actually sell you the ticket. I don't think the ticket sales business is going away, or that the way it operates is going to change, but there doesn't seem to be a clear differentiator between providers, or a means of actively bringing in sales.
no idea how the shares will go though
andrewh said:
Looks like gopro is in trouble because it is a one-hit wonder in the midst of an almighty bubble.
FTFYSure the stock could go to the moon and back but I can guarantee that the day GPRO miss a revenue target is the day to sell everything you own and put 100% of the capital to work shorting the crap out of it.
I mountain bike, ski and sail but it turns out I am not Candide Thovex so even though I was given a free gopro I can't be arsed to set it up, let alone create a youtube channel no one will watch.
The only video I shoot is on my phone and it stays there (until I get hacked obvs.).
I have seen this SO MANY TIMES.
The only way these things end well for longer term investors is with some idiot company buying them.
e.g. Flip Cameras bought (and subsequently abandoned) by Cisco.
Other examples:
Digital cameras
CRT TV
Sat Nav
Polariod
Every hot toy ever: Beanie Babies, Furbi, Tamagotchi.
The difference with the toy companies is that they KNOW they rely on fads. So they aim for something new every Christmas.
GPRO has ONE PRODUCT. There are quite literally zero adjacencies.
Where do they go from here?
Do GoPro have any serious IPR or protection?
I've never understood the optimism about it - 'the next Tesla', FFS - when as you say, they make one almost commodity product that on the face of it is easily replicated. To compound things, it seems that the product could be significantly improved too in the near term - it's physically huge.
The value is all from their market position.
I've never understood the optimism about it - 'the next Tesla', FFS - when as you say, they make one almost commodity product that on the face of it is easily replicated. To compound things, it seems that the product could be significantly improved too in the near term - it's physically huge.
The value is all from their market position.
Took a position in Gpro yesterday short term looks oversold. Plus earnings 2 weeks away I think it's very unlikely they had a weak christmas. I'm looking for a break of 65 after earnings. Classic momo stock, like Walm says soon as growth stops the music stops.
Yesterday was wild, very reminiscent of trading in 2008-2009. I think today will be the same in Us markets, this market is very difficult at the moment and imo it's one for skilled day traders who can handle the volatility. I think today will be the same action with wild swings.
I'm probably talking utter rubbish but looking for a move up to 2050 on the SNP, where I'll pile in on the short side then I think we go to somewhere near 1900-1850 from there.
TSLA
Yesterday was wild, very reminiscent of trading in 2008-2009. I think today will be the same in Us markets, this market is very difficult at the moment and imo it's one for skilled day traders who can handle the volatility. I think today will be the same action with wild swings.
I'm probably talking utter rubbish but looking for a move up to 2050 on the SNP, where I'll pile in on the short side then I think we go to somewhere near 1900-1850 from there.
TSLA
Edited by twinturboz on Wednesday 14th January 14:21
Oakey said:
That's like saying we could have doubled it if we'd thrown it all on red at roulette
In other news, over at WRN, rumours of a reverse takeover?
Ignoring the fact that the numpties have been saying this since before suspension, here's a piece for you.In other news, over at WRN, rumours of a reverse takeover?
http://ftalphaville.ft.com/2015/01/13/2085432/a-wo...
What a basket case.
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