Share tips thread

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dom9

8,091 posts

210 months

Thursday 16th February 2017
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So, Deutsche calling the USD at $1.05 to the GBP later this year...

The FX seems to be bouncing all over the place at the moment.

I'm still holding my USD and we have decided to continue renting (mainly because we haven't found a house to buy) for now.

dtmpower

3,972 posts

246 months

Thursday 16th February 2017
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SXX / Sirius is being banded around buy a colleague. He's in at about £10k / average price 23p, currently at 18p/19p . Is this a viable long term investment ? I have a poorly performing pension that I am looking to move into a SIPP and am happy to risk it.

Dave350

359 posts

119 months

Thursday 16th February 2017
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dtmpower said:
SXX / Sirius is being banded around buy a colleague. He's in at about £10k / average price 23p, currently at 18p/19p . Is this a viable long term investment ? I have a poorly performing pension that I am looking to move into a SIPP and am happy to risk it.
I wouldn't, they've been all over the shop and it's more of a punt rather than investment.

Boohoo is a good investment, I've mentioned them on here since they were at 30p and they're now sitting at £1.38 per share. They're making some great progress in USA and benefitting even more with the exchange rate whilst US Sales are rising by 90%.

I'd certainly expect Boohoo to be pushing towards £2-2.50 within 2 years and increasing sales.

Shnozz

27,508 posts

272 months

Thursday 16th February 2017
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John - Sirius have been banded around for a long while. I have a fairly sizable chunk (which should probably mean a sell sign...). They rose briefly to £0.50 and then announced a big rights issue for cashflow and the price has dipped back to where it began for me about £0.18 - £0.19.

They still have decent potential IMO but long term holding and my history with anything involved in mining is its often unrealised potential.

FredClogs

14,041 posts

162 months

Thursday 16th February 2017
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dtmpower said:
SXX / Sirius is being banded around buy a colleague. He's in at about £10k / average price 23p, currently at 18p/19p . Is this a viable long term investment ? I have a poorly performing pension that I am looking to move into a SIPP and am happy to risk it.
Motley fool have written about 15 blogs over the last 6 months on SXX, ranging from the best investment ever to it'll be a complete disaster.

I'm in on it, but it's risky, up to know the project has gone to plan, the management and engineering leads are experienced and the business case is solid, they've already got orders for huge amounts (of whatever the mine is going to mine) stretching out from 2020. The estimated production should (I've read) give a profitability that should value the company at £2 something assuming no further share dilution - which they've said they won't do they're going to start getting debt laden the nearer the opening gets.

tldr - they're building a mine to get stuff from under yorkshire, it's gone well so far but it's a long term thing.

dtmpower

3,972 posts

246 months

Thursday 16th February 2017
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Shnozz said:
They still have decent potential IMO but long term holding and my history with anything involved in mining is its often unrealised potential.
Hi Shnozz wavey

So I'll have about £7k transfer value to throw at a punt , all on SXX and forget about it ? Or spread across some other PH top tips ?

I won't even look at the value , in my mind it's dead money.

Shnozz

27,508 posts

272 months

Thursday 16th February 2017
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dtmpower said:
Shnozz said:
They still have decent potential IMO but long term holding and my history with anything involved in mining is its often unrealised potential.
Hi Shnozz wavey

So I'll have about £7k transfer value to throw at a punt , all on SXX and forget about it ? Or spread across some other PH top tips ?

I won't even look at the value , in my mind it's dead money.
Hi mate - hope you are well.

You'd be mad to do that IMO. Its an outside punt and akin to betting more than calculated investing. I have about 2% of my portfolio in it as an outside horse that might come in.

Whilst £7k isn't going to see you retire, you're still young enough to grow it to a nice extra chunk of pension and to risk it all on a basic gamble is unwise IMO.

dom9

8,091 posts

210 months

Thursday 16th February 2017
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If we're renting again... I should probably look at my S&S ISA allowance for this year and next and fill that up. My cash is making no interest.

I'd be interested in some PH top tips (will DMOwnR) to have a read up on over the next few weeks.

Some of these online clothing retailers have done very well. They seem to be more stylish than Primark etc and girls tend to buy, throw away after one wear and buy another.

I'm not sure that's a great model for 'society' in these debt leveraged times but it's probably good for the retailers!

I fancy a punt on some energy shares as well e.g. PMO etc.

We should do a fantasy league of say 5-10 shares for the next 12 months, ISA maximum cap for buying.

wilwak

759 posts

171 months

Thursday 16th February 2017
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wilwak said:
I keep looking at IIP Infrastructure India Trust.

It's NAV is about 50p per share but the share price is just 8p.

It's investments just seem to be reaching completion.

Seems too cheap to lose on. Am I missing something?

Worth a punt?
Well, the company this morning announced a prolonged setback due to the withdrawal of large notes in India.

IIP owns some huge container facilities and bonded warehouses in India.

The shares fell this morning on the news.

I've jumped in and bought at 6.6p.

Hoping this punt could turn out to be a multi-bagger as long as it doesn't go bust!




FredClogs

14,041 posts

162 months

Thursday 16th February 2017
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wilwak said:
Well, the company this morning announced a prolonged setback due to the withdrawal of large notes in India.

IIP owns some huge container facilities and bonded warehouses in India.

The shares fell this morning on the news.

I've jumped in and bought at 6.6p.

Hoping this punt could turn out to be a multi-bagger as long as it doesn't go bust!
80% of it's investment is in one company - Distribution Logistics Infrastructure Private Limited - doesn't seem like a sensible thing for a close ended investment company to be doing.

There's a ton of ETFs and other ways to invest in the wider Indian economy, Jupiter Indias fund has done nearly 8% since the new year.

wilwak

759 posts

171 months

Thursday 16th February 2017
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FredClogs said:
wilwak said:
Well, the company this morning announced a prolonged setback due to the withdrawal of large notes in India.

IIP owns some huge container facilities and bonded warehouses in India.

The shares fell this morning on the news.

I've jumped in and bought at 6.6p.

Hoping this punt could turn out to be a multi-bagger as long as it doesn't go bust!
80% of it's investment is in one company - Distribution Logistics Infrastructure Private Limited - doesn't seem like a sensible thing for a close ended investment company to be doing.

There's a ton of ETFs and other ways to invest in the wider Indian economy, Jupiter Indias fund has done nearly 8% since the new year.
85% discount to NAV is what attracts me.

NAV is 48p per share.

It's a venture capital fund really. So pan handle shape return is normal. They've spent the last few years building the facility. It's now complete and starting to trade. It's been set back by the withdrawal of big notes in India.

6.6p per share seems to have huge potential and limited downside to me.

FredClogs

14,041 posts

162 months

Wednesday 22nd February 2017
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MTFB investor event last night has led to a 3% jump this morning, all the news and reviews seem positive, a bit of press attention now is all it needs for a big bump.

Pete102

2,048 posts

187 months

Thursday 23rd February 2017
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g4ry13 said:
SOLO has also been flying lately.
I'm also in with SOLO. For those that don't know, AEX and SOLO are drilling/producing in the same field (Nitoya N1, N2 and eventually N3).

Flow results are due for SOLO very soon (possibly this week), as you've already said AEX are flying so a rise in AEX should indicate a rise for SOLO.

I also increased my stake in Sea Dragon Energy (SDX), again 3D results are due imminently and from what I've researched and watched, the CEO seems very very confident (almost as if he wants to say its positive, but obviously cant. There's a number of other positives making me think its a relatively sound bet (for AIM atleast).

HarryW

15,156 posts

270 months

Thursday 23rd February 2017
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Noted BAE are up nearly 3% in the first hour this morning on the back of good results...

CSK423

763 posts

208 months

Thursday 23rd February 2017
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what's everyone's views on .....

HUR (LON) - will they keep climbing ?

JOG - statoil are due to drill their one and only well for them in the summer, one to watch ?

FredClogs

14,041 posts

162 months

Thursday 23rd February 2017
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Those who bought PMO - Anyone buying any more on the way down? Could it break 70p? The fundamentals haven't changed have they?

btdk5

1,853 posts

191 months

Thursday 23rd February 2017
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What platform do people use to trade AIM shares? I have an IG account but I don't believe I can use that to obtain access.

p1stonhead

25,585 posts

168 months

Thursday 23rd February 2017
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btdk5 said:
What platform do people use to trade AIM shares? I have an IG account but I don't believe I can use that to obtain access.
HL does AIM which is who I use.

MyM2006

227 posts

145 months

Thursday 23rd February 2017
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CSK423 said:
what's everyone's views on .....

HUR (LON) - will they keep climbing ?

JOG - statoil are due to drill their one and only well for them in the summer, one to watch ?
I'm hoping JOG do, I've been in since 30P.

Pete102

2,048 posts

187 months

Thursday 23rd February 2017
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p1stonhead said:
HL does AIM which is who I use.
ALso using HL, much better since they updated the app. ADVFN seems quite good for the live pricing and forums, although the L2 advertising can be a bit annoying at times.

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