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Ukipdefect

109 posts

108 months

Thursday 30th April 2015
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thoughts on REM, SOLG, MARL

twinturboz

1,278 posts

178 months

Thursday 30th April 2015
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DonkeyApple said:
Using a phone as the power and the brains for other devices seems a logical step to me. Just looking at the GoPro, how much smaller, cheaper and more versatile would that be if it palmed off most of its work to a smart phone.
Hmm not sure I quite follow. I don't personally have a gopro or have used one but I'm guessing people use it over a phone as it offers a wide angle lens and more importantly because it's a lot more robust. If a gopro was required to be wired up then the phone attached would be a weakness.

Suppose right now there was a wide angle lens attachment to a phone, the iPhone in it's current form even with the attachment wouldn't be rugged enough if used as an "action cam", not sure about other manufacturers, this Sony mentioned above is it as robust as a gopro? If you could use it say for example diving and it's tough enough to withstand hard bumps then there wouldn't really be a need for a gopro at all.

However the issue you then have is what about people who want to keep their iPhones not switch to Sony, if Apple was to redesign the phone to be waterproof and tough enough as a gopro, which personally I don't think they'll do as it would impact aesthetics, then at that point again the need to attach to a go-pro isn't required.

So as I see it gopro needs to be standalone to fulfil the fundamental function of being a tough action camera.


Edited by twinturboz on Thursday 30th April 13:43

DonkeyApple

55,272 posts

169 months

Thursday 30th April 2015
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twinturboz said:
DonkeyApple said:
Using a phone as the power and the brains for other devices seems a logical step to me. Just looking at the GoPro, how much smaller, cheaper and more versatile would that be if it palmed off most of its work to a smart phone.
Hmm not sure I quite follow. I don't personally have a gopro or have used one but I'm guessing people use it over a phone as it offers a wide angle lens and more importantly because it's a lot more robust. If a gopro was required to be wired up then the phone attached would be a weakness.

Suppose right now there was a wide angle lens attachment to a phone, the iPhone in it's current form even with the attachment wouldn't be rugged enough if used as an "action cam", not sure about other manufacturers, this Sony mentioned above is it as robust as a gopro? If you could use it say for example diving and it's tough enough to withstand hard bumps then there wouldn't really be a need for a gopro at all.

However the issue you then have is what about people who want to keep their iPhones not switch to Sony, if Apple was to redesign the phone to be waterproof and tough enough as a gopro, which personally I don't think they'll do as it would impact aesthetics, then at that point again the need to attach to a go-pro isn't required.

So as I see it gopro needs to be standalone to fulfil the fundamental function of being a tough action camera.


Edited by twinturboz on Thursday 30th April 13:43
Very true but only for a small % of the uses the GoPro gets put to. There are enough casual uses where a cheaper, smaller, lighter version that simply uses a smartphone for playback, control, storage, processing, power, distribution etc could remove enough sales and growth prospects to finish the company.

A bullet cam plugged into a smartphone is potentially enough to remove sufficient growth prospects from a highly strung company like GoPro to remove all of its forward rating.

Shaoxter

4,077 posts

124 months

Thursday 30th April 2015
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DonkeyApple said:
Very true but only for a small % of the uses the GoPro gets put to. There are enough casual uses where a cheaper, smaller, lighter version that simply uses a smartphone for playback, control, storage, processing, power, distribution etc could remove enough sales and growth prospects to finish the company.

A bullet cam plugged into a smartphone is potentially enough to remove sufficient growth prospects from a highly strung company like GoPro to remove all of its forward rating.
Disagree, I'm pretty sure most GoPro owners use them as action cams (well I do). Its popularity is also down to the wide array of mounts and accessories available which covers pretty much any sport or scenario.

A smartphone would never work as an action cam, they're getting bigger and bigger these days.

DonkeyApple

55,272 posts

169 months

Thursday 30th April 2015
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Shaoxter said:
DonkeyApple said:
Very true but only for a small % of the uses the GoPro gets put to. There are enough casual uses where a cheaper, smaller, lighter version that simply uses a smartphone for playback, control, storage, processing, power, distribution etc could remove enough sales and growth prospects to finish the company.

A bullet cam plugged into a smartphone is potentially enough to remove sufficient growth prospects from a highly strung company like GoPro to remove all of its forward rating.
Disagree, I'm pretty sure most GoPro owners use them as action cams (well I do). Its popularity is also down to the wide array of mounts and accessories available which covers pretty much any sport or scenario.

A smartphone would never work as an action cam, they're getting bigger and bigger these days.
Ah, you've missed the point. The smartphone wouldn't be the action cam.

You'd still have the remote lens and all its capabilities but it wouldn't have any of the bulk of the GoPro beyond the lens aspect as those requirements are handled by the phone. IE just a quality lens in a case that can be mounted where you like.

Sure there are plenty of GoPro uses where the true benefit is that it is ancompletely standalone unit but conversely there are very many such as car, bike etc where having a cable is no issue at all. And when you look at the growth expectations built into the rather massive rating of the share price it would be decimated by any failure to meet expectations and a much cheaper solution that is just as useable in say 50% of applications but is a fraction of the cost and possibly with added usps could trigger an absolute rout.

Shaoxter

4,077 posts

124 months

Thursday 30th April 2015
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It's just ease of use really, for example there's only 2 big buttons on a GoPro and it's probably going to be a lot fiddlier to mess around with start/stop recording on a phone.

Also you can control recording using the remote or GoPro app which is pretty handy if its attached to the outside of a car or on a drone for example. Can't do that with your phone (unless you bring along another phone to control the one that's recording...)

As much as I like their products I do agree that GoPro is a massive sell though, but I don't have the balls to short stocks wink Their hardware and accessories are very expensive and there's no great barriers to entry. Especially for the likes of Canon/Nikon...

skilly1

2,702 posts

195 months

Thursday 30th April 2015
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Sony do a wirless seperate lens for their phone, in this case high qualilty. You can just hold the lens, press a button on the lens and it sends the picture to your phone. Pretty cool.

The lens does not have to be physically connected to the phone in any way for it to work.

Scroll down this page to see it in action (ignore 1st pic on page !)

http://www.sony.co.uk/hub/lens-style-camera



Edited by skilly1 on Thursday 30th April 14:40

DonkeyApple

55,272 posts

169 months

Thursday 30th April 2015
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Shaoxter said:
It's just ease of use really, for example there's only 2 big buttons on a GoPro and it's probably going to be a lot fiddlier to mess around with start/stop recording on a phone.

Also you can control recording using the remote or GoPro app which is pretty handy if its attached to the outside of a car or on a drone for example. Can't do that with your phone (unless you bring along another phone to control the one that's recording...)

As much as I like their products I do agree that GoPro is a massive sell though, but I don't have the balls to short stocks wink Their hardware and accessories are very expensive and there's no great barriers to entry. Especially for the likes of Canon/Nikon...
I'm not suggesting it's a sell but more that as you say there are no true barriers to entry and like the iPhone it gains a lot of sales from it brand over its functionality. As such, a stronger brand, such as Apple could kill it over night etc. It makes it a high risk long term investment.

Most GoPros I see in use are stuck on cars and bike helmets where controlling through a phone would almost be an advantage as you already have that, it has storage, it has a screen, it has power, it has many more possible functions and is zero additional cost.

When you buy a bullet cam at present you also have to buy a control unit and it can only be a matter of time before the need for this control unit dissapears as your phone can already do everything it can do plus more but you just can plug the wire in. If you already have a phone and the bullet can is only a few quid then a product like GoPro could lose its low level sales in an instant. Unless of course, it is the entity that partners with a phone company to supply this stripped down unit etc.

Who knows, I am neither in or out on this one. smile

walm

10,609 posts

202 months

Thursday 30th April 2015
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It's a fad stock with a one-hit-wonder product with precisely zero barriers other than a slight brand advantage over say GooPro the Chinese knock-off version.

You have the sell-side attempting to justify it's valuation by giving their low-hit youtube channel a huge multiple.

More red flags than Madoff.

Only for the VERY BRAVE!!!

I am ashamed to admit that I was given a Hero3 for my birthday/Xmas and it remains in its box.
My life just isn't that exciting.

Sure, I mountain bike and ski but the only video I really want is spontaneous stuff of the kids and for that, my phone is much more suitable.

twinturboz

1,278 posts

178 months

Thursday 30th April 2015
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I guess sell in May and go away started early.

My watch list looks like a murder scene.

K12beano

20,854 posts

275 months

Thursday 30th April 2015
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twinturboz said:
I guess sell in May and go away started early.

My watch list looks like a murder scene.
hehe Was just going to sit down and work out if there's anything I'm going to sell in the next few weeks! Think I'll just not look at the markets/news until September....

Skyedriver

17,850 posts

282 months

Friday 1st May 2015
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Flyb anyone
Seemed like a good bet when they halved over the last 6 month mainly due to a failed deal and stocking up on fuel before the fue price dropped
But it seems to still be dropping - take over a possibility?

Countdown

39,885 posts

196 months

Wednesday 6th May 2015
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Anybody know what's happening to MAN Group (EMG.L). I bought in at 90p a while ago and it's been doing pretty well until recently, but down 30p in the last couple of days frown

DonkeyApple

55,272 posts

169 months

Wednesday 6th May 2015
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I've just caught a TV ad from an ambulance chaser going after the penny share spankers.

Although the real, long term bandit shops shut down a few years ago there are still plenty of smaller ones plying their trade.

I assume most will wind up and the Compensation Scheme will pick up the tab?

Almost surprising that it's taken this long. Going to be rich pickings for the lawers.

walm

10,609 posts

202 months

Wednesday 6th May 2015
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I think proving "penny share spanking" is harder than you think.

twinturboz

1,278 posts

178 months

Wednesday 6th May 2015
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Have a look at Synageva BioPharma Corp stock code GEVA eek
Why does that never happen to stocks I hold laugh

DonkeyApple

55,272 posts

169 months

Wednesday 6th May 2015
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walm said:
I think proving "penny share spanking" is harder than you think.
It'll be interesting to follow seeing as the cold calling lawyers are no different from the cold calling share spankers.

Same st, different bucket.

g4ry13

16,984 posts

255 months

Wednesday 6th May 2015
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Countdown said:
Anybody know what's happening to MAN Group (EMG.L). I bought in at 90p a while ago and it's been doing pretty well until recently, but down 30p in the last couple of days frown
Hmm...kicking myself about it too tbh as I had been thinking about bailing at £2 mark.

They have results out on Friday, AHL hasn't been doing so great - it lost around 5.4% over the last week or so, political uncertainty, banking / financial sector regulation. Take your pick

Edited by g4ry13 on Wednesday 6th May 19:27

twinturboz

1,278 posts

178 months

Wednesday 6th May 2015
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Short tesla ? tongue out Probably go up 10% on an earnings miss I bet.

isee

3,713 posts

183 months

Thursday 7th May 2015
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twinturboz said:
Short tesla ? tongue out Probably go up 10% on an earnings miss I bet.
People who bought and continue to buy Tesla, do not do it on earnings alone, I'd be very careful shorting it.
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