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[Burwood]

traxx said:

K12beano said:

Well, I took my ARM profit early in the day....


Just going to wait for the bid to fail and I can buy back in...

Cant see the bid failing - they have the money and there are no regulatory issues

Nice profit there. Ridiculous price paid for ARM. 50x earnings. The price being funded by almost zero interest rates and a nice ccy exposure which will add more to the 24b. Interesting times.

[swatches]

K12beano said:

Well, I took my ARM profit early in the day....

Congrats! I have held ARM.L since 2012. Sold it 3 weeks ago. Doh!

Edited by swatches on Tuesday 19th July 09:41

[walm]

swatches said:

Congrats! I have held ARM.L since 2012. Sold it 3 weeks ago. Doh!

Edited by swatches on Tuesday 19th July 09:41

At least you weren't long your namesake: UHR SW

[skilly1]

p1stonhead said:

So anyone get into Nintendo about a week ago?

Tried to by through TD Direct account and it said I could not buy and I had to phone up. Didn't follow up - wish I had.

[twinturboz]

So Pokemon doubled Nintendo's stock, but what happens to the stock once people start to question exactly how much they are monetising from it? After all Nintendo is a hardware company I don't see any hardware being sold here.

IMO it's just a fad will pass in 6 months.

[walm]

twinturboz said:

After all Nintendo is a hardware company I don't see any hardware being sold here.

IMO it's just a fad will pass in 6 months.

Like all the console and handheld game companies they are both hardware and software.
Hardware is traditionally a loss-leader - a razor+razor blade model.
Software is obviously incredibly high margin since the main cost is development which is sunk.

The tough thing for software companies to guess is how much to invest in R&D given the expected sales from a given game.
When they have a hit on their hands, it can be incredibly lucrative.

You are right about the fad though. Particularly with a free download.

[eps]

twinturboz said:

So Pokemon doubled Nintendo's stock, but what happens to the stock once people start to question exactly how much they are monetising from it? After all Nintendo is a hardware company I don't see any hardware being sold here.

IMO it's just a fad will pass in 6 months.

It's just revolutionised (mobile) gaming advertising...

https://www.marketingweek.com/2016/07/18/why-pokem...

[twinturboz]

eps said:

It's just revolutionised (mobile) gaming advertising...

https://www.marketingweek.com/2016/07/18/why-pokem...

Sure I get that in terms of augmented reality as a whole, but to add $20 billion to Nintendo's market cap seems way overdone. Great as a trade if you caught it, as a long term investment not so sure.

I haven't researched it in detail but I'm assuming there are better ways/ bigger players to invest in AR rather than in Nintendo.

• That short on Nintendo would have been great 20% down from the high last 2 days could have more to go.

Edited by twinturboz on Wednesday 20th July 16:04

[DSLiverpool]

Serious question - will shares dive deeper than deep if Donald gets the vote ? should I at least part convert to £

[Countdown]

DSLiverpool said:

Serious question - will shares dive deeper than deep if Donald gets the vote ? should I at least part convert to £

If you've already got lots of $$$$ I would convert into £££. I don't think sterling will fall much further at least for the next two years.

Re: your point about Spunktrumpet being elected - it's unlikely that $$$ will appreciate so yes, again a good reason for getting out of the dollar.

[daniel1920]

DSLiverpool said:

Serious question - will shares dive deeper than deep if Donald gets the vote ? should I at least part convert to £

Ill be holding onto my BAE systems...

[eps]

daniel1920 said:

DSLiverpool said:

Serious question - will shares dive deeper than deep if Donald gets the vote ? should I at least part convert to £

Ill be holding onto my BAE systems...

LOL!

[Hobo]

What are peoples thoughts on Sirius Mineral (SXX). They got their final planning approval through for the harbour works earlier this week.

Must say personally I have great hopes for it, as looks a genuinely brilliant company, although what price to put on share price I'm not sure as people are suggesting anything for 60p relatively quickly, to £10 by the time production commences.

[twinturboz]

twinturboz said:

So Pokemon doubled Nintendo's stock, but what happens to the stock once people start to question exactly how much they are monetising from it?

Limit down 18% https://www.bloomberg.com/news/articles/2016-07-25...


Doller index is one to watch this week, already impacted oil and metals last week but could get worse if it keeps rising just a matter of time before it starts to impact the Spx.

[fausTVR]

Hobo said:

What are peoples thoughts on Sirius Mineral (SXX). They got their final planning approval through for the harbour works earlier this week.

Must say personally I have great hopes for it, as looks a genuinely brilliant company, although what price to put on share price I'm not sure as people are suggesting anything for 60p relatively quickly, to £10 by the time production commences.

I've been in for nearly 6 years, but I've never had an average below 22p because of my rubbish timing. Nicely in profit now though. Lots of talk about £5-15 future SP but all hot air at this stage IMO. If the shovels hit the dirt in September as intended I'd like to think £1+ before xmas. I have long believed in it, and I hope we don't taken over.

[Hobo]

At £15 I would be sat in a very large villa somewhere having no need to ever work, nor indeed worry about money ever again so fingers crossed.

£2.50 would do me as have bought a significant amount of these recently with an average slightly over 20p (my friend has £75k at 6p average)

[Shnozz]

Hobo said:

At £15 I would be sat in a very large villa somewhere having no need to ever work, nor indeed worry about money ever again so fingers crossed.

£2.50 would do me as have bought a significant amount of these recently with an average slightly over 20p (my friend has £75k at 6p average)

Surely your mate should think of at least extracting his original £75k?!

I bought in about 16.5p about 2 - 3 months back having watched them from the sidelines for a long while.

[limpsfield]

I am not saying it can't happen but history is littered with people waiting for their penny shares to hit £1 by Christmas. I wonder if there are many old buyers left from a few years back looking to offload around 30p?

[Shnozz]

limpsfield said:

I am not saying it can't happen but history is littered with people waiting for their penny shares to hit £1 by Christmas. I wonder if there are many old buyers left from a few years back looking to offload around 30p?

I could not agree more and its why I am cynical on anything at this level. In fact anything AIM. I've seen several of my mining shares (and pharmas) reduced to £0 and they sit ungainly in my portfolio as I can't "sell" a bankrupt stock so it serves as a nice little aide-memoire in the list to remind me to avoid generally.

That said, I have also seen some great gains in some penny stock that far outweigh the losses, but I won't do an LSE forum and spout more about those than losers. The reality of my situation (fortune has no doubt played the pivotal part on the AIM) is that I have had more losers than winners, but was lucky to have benefited more in £ gains from the small number of winners than I lost with the losers. Unless I was a very, very, wealthy man I would not have £75k at risk on any AIM stock. To have the option to extract the initial stake and leave in for the ride for free is an ideal scenario.

[egomeister]

Shnozz said:

I could not agree more and its why I am cynical on anything at this level. In fact anything AIM. I've seen several of my mining shares (and pharmas) reduced to £0 and they sit ungainly in my portfolio as I can't "sell" a bankrupt stock so it serves as a nice little aide-memoire in the list to remind me to avoid generally.

That said, I have also seen some great gains in some penny stock that far outweigh the losses, but I won't do an LSE forum and spout more about those than losers. The reality of my situation (fortune has no doubt played the pivotal part on the AIM) is that I have had more losers than winners, but was lucky to have benefited more in £ gains from the small number of winners than I lost with the losers. Unless I was a very, very, wealthy man I would not have £75k at risk on any AIM stock. To have the option to extract the initial stake and leave in for the ride for free is an ideal scenario.

Indeed, your experience mirror mine. I've had a couple of terrible picks in the past which have wiped out or gone to near wipeout, but my good choices have outweighed them in return. There are good companies out there on AIM, hidden in all the rubbish if you can find them. Having said that, I've just stuck a few quid into a couple of tiny options which have the potential to go either way...