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dingg

3,989 posts

219 months

Friday 24th February 2017
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dangerousB said:
dingg said:
on my casual observation appears to be a pile of ste
Covered yourself quite nicely with that appraisal
cough cough ahem

FredClogs

14,041 posts

161 months

Monday 27th February 2017
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The defense sector just got $54billion to play with from King Trump's box of toys, also with his insistance all the NATO nations cough up their share it's going to amount to much more industry wide.

Raytheon up today, expect Lockheed, BAE systems, Leonardo, RR and Meggit feel bullish for a bit.

g4ry13

16,985 posts

255 months

Monday 27th February 2017
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Bit of a crazy move today on SOLO. I'll hang tight in them.

Still looking to offload Tesco (the most dull share around and I regret not getting out when they announced that merger). Also BP I have been thinking about getting out.

Most of my other shares are rather boring or not doing anything spectacular. AMC is particularly exciting rolleyes

Dave350

359 posts

118 months

Tuesday 28th February 2017
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Dave350 said:
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.
Now tipping £1.51 (9% up since my last posting on this).

This is going to hit £2-2.50 comfortably IMO. Very strong company.

g4ry13

16,985 posts

255 months

Tuesday 28th February 2017
quotequote all
Dave350 said:
Dave350 said:
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.
Now tipping £1.51 (9% up since my last posting on this).

This is going to hit £2-2.50 comfortably IMO. Very strong company.
I had a quick look at the site tonight. First time i've heard of them personally. Maybe i'm being thick here but how are they any different to Asos? The site looks identical, same range of clothing, same postage/returns policy. What exactly is their USP and why pick those shares over Asos who are apparently up 85% over the last 52 weeks if you're after the internet clothing type of shares?

FredClogs

14,041 posts

161 months

Wednesday 1st March 2017
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PMO refinancing looks to be agreed, looks like the market isn't all that impressed.

As a new comer to the world of wheeler dealing on the stock market this debacle has bee a real education, I bought in at 85p after the original signs of the refinancing deal and have watched the price fall and fall on what seems to be good news after good news and a POO that looks to be going up into the future. I'm going to buy an equal amount next week if it stays below 70p and get out as soon as I get into the black. I understand shares should be held for the long term but I don't think my fragile disposition can take anymore of this nonsense.


Dave350

359 posts

118 months

Wednesday 1st March 2017
quotequote all
g4ry13 said:
I had a quick look at the site tonight. First time i've heard of them personally. Maybe i'm being thick here but how are they any different to Asos? The site looks identical, same range of clothing, same postage/returns policy. What exactly is their USP and why pick those shares over Asos who are apparently up 85% over the last 52 weeks if you're after the internet clothing type of shares?
Boohoo manufacture their own brand clothing and react quicker to 'quick fashion' from my research vs Asos who partially do that but also sell lots of branded clothing and aren't quite as agile. This means Boohoo has much better profitability (More than double ASOS % wise). Boohoo's strong growth in the US is really driving up their figures too.

Boo shares up around 268% in a year vs ASOS 85%.

MKA29

399 posts

135 months

Wednesday 1st March 2017
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Still holding tight on 88e from 0.5p. Spud due next month and commercial viability of the well due mid year!

What effect do people think article 50 and the budget will have on the market? Bearish sentiment as usual?

NRS

22,163 posts

201 months

Wednesday 1st March 2017
quotequote all
FredClogs said:
PMO refinancing looks to be agreed, looks like the market isn't all that impressed.

As a new comer to the world of wheeler dealing on the stock market this debacle has bee a real education, I bought in at 85p after the original signs of the refinancing deal and have watched the price fall and fall on what seems to be good news after good news and a POO that looks to be going up into the future. I'm going to buy an equal amount next week if it stays below 70p and get out as soon as I get into the black. I understand shares should be held for the long term but I don't think my fragile disposition can take anymore of this nonsense.
Not looked at PMO, but a lot of oil stocks had been slowly sliding the last few weeks. I am not sure if it was due to them being somewhat overbought in the climb from the bottom and so it was a general correction, or if it was money rotating out of oil to make bigger gains elsewhere since it is likely onshore production will cap the oil price relatively soon and limit further gains. Or maybe something else! I've been too busy trying to find the stuff to have time to keep up with the market recently!

g4ry13

16,985 posts

255 months

Wednesday 1st March 2017
quotequote all
Dave350 said:
g4ry13 said:
I had a quick look at the site tonight. First time i've heard of them personally. Maybe i'm being thick here but how are they any different to Asos? The site looks identical, same range of clothing, same postage/returns policy. What exactly is their USP and why pick those shares over Asos who are apparently up 85% over the last 52 weeks if you're after the internet clothing type of shares?
Boohoo manufacture their own brand clothing and react quicker to 'quick fashion' from my research vs Asos who partially do that but also sell lots of branded clothing and aren't quite as agile. This means Boohoo has much better profitability (More than double ASOS % wise). Boohoo's strong growth in the US is really driving up their figures too.

Boo shares up around 268% in a year vs ASOS 85%.
Fair enough, I would imagine some people like that you can buy branded goods from Asos. I presume they may be benefiting from a weaker £ with their US sales? Asos market cap is about 3x the size of boohoo. In retrospect it's obvious which one would have been better to have put the money for the last year though.

Sideways Rich

1,110 posts

177 months

Thursday 2nd March 2017
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Anyone in or following the shenanigans at Bowleven and their activist shareholder battle with Crown Ocean Capital? EGM on the 14th and vote closes on 10th March - with resolutions to replace the entire board accept one director!

Has anyone ever seen this happen before - where the entire board is replaced? I have seen activist shareholders have some of their own directors added to the board but never an entire board replaced!

Paddymcc

936 posts

191 months

Thursday 2nd March 2017
quotequote all
MKA29 said:
Still holding tight on 88e from 0.5p. Spud due next month and commercial viability of the well due mid year!

What effect do people think article 50 and the budget will have on the market? Bearish sentiment as usual?
Still in 88e too with an average of 2p. Hoping to get a top up at decent price over the next week.

Not sure what to make of the placing though @2.3p whether it's good or bad news.

btdk5

1,852 posts

190 months

Thursday 2nd March 2017
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Is anyone following the snapchat IPO?

Where do you think the price will go?

acealfa

280 posts

203 months

Thursday 2nd March 2017
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btdk5 said:
Is anyone following the snapchat IPO?

Where do you think the price will go?
I don't see how they actually make any money? Over hyped and over valued. Majority of users are kids with no money.

$33 billion!? Madness.




p1stonhead

25,545 posts

167 months

Thursday 2nd March 2017
quotequote all
acealfa said:
btdk5 said:
Is anyone following the snapchat IPO?

Where do you think the price will go?
I don't see how they actually make any money? Over hyped and over valued. Majority of users are kids with no money.

$33 billion!? Madness.
On the face of it yes but look at Facebook. How the hell can it be worth $400 billion! That's about half the market cap of Apple who actually make things.

Snapchat currently up 44% since opening.......

The IPO was 12 times oversubscribed apparently. It posted a $515 billion loss last year. These tech stocks defy all sense of what should happen. It's mental.

Edited by p1stonhead on Thursday 2nd March 21:05

Fittster

20,120 posts

213 months

Thursday 2nd March 2017
quotequote all
p1stonhead said:
acealfa said:
btdk5 said:
Is anyone following the snapchat IPO?

Where do you think the price will go?
I don't see how they actually make any money? Over hyped and over valued. Majority of users are kids with no money.

$33 billion!? Madness.
On the face of it yes but look at Facebook. How the hell can it be worth $400 billion! That's about half the market cap of Apple who actually make things.

Snapchat currently up 44% since opening.......

The IPO was 12 times oversubscribed apparently. It posted a $515 billion loss last year. These tech stocks defy all sense of what should happen. It's mental.

Edited by p1stonhead on Thursday 2nd March 21:05
The shares don't have voting rights, not a biggie for a small private investor but doesn't bode well for corporate governance.

g4ry13

16,985 posts

255 months

Thursday 2nd March 2017
quotequote all
p1stonhead said:
acealfa said:
btdk5 said:
Is anyone following the snapchat IPO?

Where do you think the price will go?
I don't see how they actually make any money? Over hyped and over valued. Majority of users are kids with no money.

$33 billion!? Madness.
On the face of it yes but look at Facebook. How the hell can it be worth $400 billion! That's about half the market cap of Apple who actually make things.

Snapchat currently up 44% since opening.......

The IPO was 12 times oversubscribed apparently. It posted a $515 billion loss last year. These tech stocks defy all sense of what should happen. It's mental.

Edited by p1stonhead on Thursday 2nd March 21:05
The whole sector is going to take a dive at some point. It'll be dot com bubble 2.0

Look at Twitter; it's a crap site with very little going on it apart from celebs tweeting their daily movements and endorsements. There's absolutely nothing to prevent someone copying the site and Twitter STILL hasn't turned a cent of profit.

Don't get me started on Apple.....When was the last time they actually innovated? Removing ports and functionality of products is not exactly a step forward. The only thing keeping them afloat is the appletards.

HarryW

15,150 posts

269 months

Thursday 2nd March 2017
quotequote all
HarryW said:
Noted BAE are up nearly 3% in the first hour this morning on the back of good results...
Record highs today, probably another 10% to go....

Burwood

18,709 posts

246 months

Friday 3rd March 2017
quotequote all
g4ry13 said:
The whole sector is going to take a dive at some point. It'll be dot com bubble 2.0

Look at Twitter; it's a crap site with very little going on it apart from celebs tweeting their daily movements and endorsements. There's absolutely nothing to prevent someone copying the site and Twitter STILL hasn't turned a cent of profit.

Don't get me started on Apple.....When was the last time they actually innovated? Removing ports and functionality of products is not exactly a step forward. The only thing keeping them afloat is the appletards.
Oh my word. You are talking about Apple at the same time as snapchat. I hate Facebook but hey it makes money-you know that funny little thing that makes the world go round that most 'investors' (gamblers) ignore now as apparently it's coming, like xmas 2050. I read above about an online clothing company BOO. Great investment someone said. It's an over valued POS . 1.75B quid market cap with 15M earnings. They sell clothes. There is zero scope to make 100M+ which is required to justify the valuation and even if they did, it would take 10 years and the stock would be higher still.

Someone on these boards laughed when i talked up Persimmon 6 months ago. Look at it now. It's a boring company which won't cripple in 2 months but neither will it tank and take the shirt off your back.


MKA29

399 posts

135 months

Friday 3rd March 2017
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Paddymcc said:
Still in 88e too with an average of 2p. Hoping to get a top up at decent price over the next week.

Not sure what to make of the placing though @2.3p whether it's good or bad news.
If you're holding for the long term I think its great as you get to pick more up at a cheaper price, after the inevitable price drop (which has probably mostly already happened)

They haven't really got anything commercial set up as of yet, so they don't really have an income stream. But hopefully this placement will help them get closer to production
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