What’s your big gamble? (Volume 2)
Discussion
Aiminghigh123 said:
I haven’t done anything to my portfolio since about last Wednesday. Today up 5.93%!!!! Mainly thanks to IAG.
I have 8% cash I may use to top stuff up. Menzies looking tempting.
Annoyed I couldn’t sell AVCT. I tried to sell at 144 to take 6% but wasn’t having any of it so I just left it.
Last Wednesday I was 16% down on whole portfolio now just 3%.
Nice result AimingHigh and Chris - I thought I was doing well at 2.9% up - definitely better than usual. Surprising as my largest share (IDP) didn’t move and my 2nd largest (RBG) was down over 3%! I have 8% cash I may use to top stuff up. Menzies looking tempting.
Annoyed I couldn’t sell AVCT. I tried to sell at 144 to take 6% but wasn’t having any of it so I just left it.
Last Wednesday I was 16% down on whole portfolio now just 3%.
I’d be happy if tomorrow was level... would be too much to hope for an increase...
I'm sure Motley Fool said don't touch CINE with a barge pole last week, now they're suggesting a triple bagger's on the cards...
Stock market crash bargains
The coronavirus crisis has particularly severely impacted theatre and cinema owners like Cineworld (LSE: CINE). In the March stock market crash, shares in the company plunged to an all-time low of around 21p.
As the company was forced to close its outlets, revenue vanished, leaving the business with a massive pile of debt and no income. This has left a cloud over the group in the near term.
Nevertheless, as one of the world’s largest cinema groups, Cineworld may be well-positioned to stage a recovery over the next few months and years. The company has been able to renegotiate lending terms with its creditors and management has also pulled out of a massive deal to acquire Canadian organisation Cineplex. That should help stabilise the balance sheet and allow management to focus on rebuilding the business.
As the company re-opens, there could potentially be substantial returns on the cards for shareholders from the stock market crash casualty.
Last year the group earned £138m of net profit, or around 10p per share. If earnings return to this level, shares in Cineworld are currently dealing at a P/E of just 4. Historically, the stock has traded at a historical P/E of around 13. That suggests the shares have the potential (for risk-tolerant investors) to jump more than 300% over the next few years as the business re-opens.
https://www.fool.co.uk/investing/2020/08/10/stock-...
Stock market crash bargains
The coronavirus crisis has particularly severely impacted theatre and cinema owners like Cineworld (LSE: CINE). In the March stock market crash, shares in the company plunged to an all-time low of around 21p.
As the company was forced to close its outlets, revenue vanished, leaving the business with a massive pile of debt and no income. This has left a cloud over the group in the near term.
Nevertheless, as one of the world’s largest cinema groups, Cineworld may be well-positioned to stage a recovery over the next few months and years. The company has been able to renegotiate lending terms with its creditors and management has also pulled out of a massive deal to acquire Canadian organisation Cineplex. That should help stabilise the balance sheet and allow management to focus on rebuilding the business.
As the company re-opens, there could potentially be substantial returns on the cards for shareholders from the stock market crash casualty.
Last year the group earned £138m of net profit, or around 10p per share. If earnings return to this level, shares in Cineworld are currently dealing at a P/E of just 4. Historically, the stock has traded at a historical P/E of around 13. That suggests the shares have the potential (for risk-tolerant investors) to jump more than 300% over the next few years as the business re-opens.
https://www.fool.co.uk/investing/2020/08/10/stock-...
Luke. said:
I'm sure Motley Fool said don't touch CINE with a barge pole last week, now they're suggesting a triple bagger's on the cards...
Stock market crash bargains
The coronavirus crisis has particularly severely impacted theatre and cinema owners like Cineworld (LSE: CINE). In the March stock market crash, shares in the company plunged to an all-time low of around 21p.
As the company was forced to close its outlets, revenue vanished, leaving the business with a massive pile of debt and no income. This has left a cloud over the group in the near term.
Nevertheless, as one of the world’s largest cinema groups, Cineworld may be well-positioned to stage a recovery over the next few months and years. The company has been able to renegotiate lending terms with its creditors and management has also pulled out of a massive deal to acquire Canadian organisation Cineplex. That should help stabilise the balance sheet and allow management to focus on rebuilding the business.
As the company re-opens, there could potentially be substantial returns on the cards for shareholders from the stock market crash casualty.
Last year the group earned £138m of net profit, or around 10p per share. If earnings return to this level, shares in Cineworld are currently dealing at a P/E of just 4. Historically, the stock has traded at a historical P/E of around 13. That suggests the shares have the potential (for risk-tolerant investors) to jump more than 300% over the next few years as the business re-opens.
https://www.fool.co.uk/investing/2020/08/10/stock-...
The fool used to be a useful tool website 20 years ago, now it's a posStock market crash bargains
The coronavirus crisis has particularly severely impacted theatre and cinema owners like Cineworld (LSE: CINE). In the March stock market crash, shares in the company plunged to an all-time low of around 21p.
As the company was forced to close its outlets, revenue vanished, leaving the business with a massive pile of debt and no income. This has left a cloud over the group in the near term.
Nevertheless, as one of the world’s largest cinema groups, Cineworld may be well-positioned to stage a recovery over the next few months and years. The company has been able to renegotiate lending terms with its creditors and management has also pulled out of a massive deal to acquire Canadian organisation Cineplex. That should help stabilise the balance sheet and allow management to focus on rebuilding the business.
As the company re-opens, there could potentially be substantial returns on the cards for shareholders from the stock market crash casualty.
Last year the group earned £138m of net profit, or around 10p per share. If earnings return to this level, shares in Cineworld are currently dealing at a P/E of just 4. Historically, the stock has traded at a historical P/E of around 13. That suggests the shares have the potential (for risk-tolerant investors) to jump more than 300% over the next few years as the business re-opens.
https://www.fool.co.uk/investing/2020/08/10/stock-...
Luke. said:
I'm sure Motley Fool said don't touch CINE with a barge pole last week, now they're suggesting a triple bagger's on the cards...
This one 
https://www.fool.co.uk/investing/2020/07/30/is-the...Atanasoff said:
Well done all on AA - I had a major client incident to deal with so missed sticking in first thing. He has cost me more than my fee !
EDIT - bloody hell - look at CINE as well !!!!
Deep breath - any bargains left ? Average down on Menzies or something else?
I still think Costain is a bargainEDIT - bloody hell - look at CINE as well !!!!
Deep breath - any bargains left ? Average down on Menzies or something else?
Edited by Atanasoff on Monday 10th August 15:58
I Love Cake said:
I've got some spare cash, I'm torn between 4D & CINE for the morning. Any thoughts to ease my decision are appreciated.
Toss a coin... probably has a such chance of selecting the right answer.. For me.. I would choose CINE.. hold both but have a lot more CINE... Primarily because whilst I think it will be a slower riser, I think there is a stronger chance of it sustainably rising..
4D could rise spectacularly tomorrow, or it could plummet back to earth.. to fair, so could Cine..
Think I’ve covered all bases.. in summary.. both, or one, will either go up or fall.. one potentially more than the other. Do you think I could get a job at motley fool?
500 Miles said:
I Love Cake said:
I've got some spare cash, I'm torn between 4D & CINE for the morning. Any thoughts to ease my decision are appreciated.
Toss a coin... probably has a such chance of selecting the right answer.. For me.. I would choose CINE.. hold both but have a lot more CINE... Primarily because whilst I think it will be a slower riser, I think there is a stronger chance of it sustainably rising..
4D could rise spectacularly tomorrow, or it could plummet back to earth.. to fair, so could Cine..
Think I’ve covered all bases.. in summary.. both, or one, will either go up or fall.. one potentially more than the other. Do you think I could get a job at motley fool?
I looking for a short term rise, then out with this one. CINE is cheaper, Hmmmmmm....
I have decided Motley is a load of tosh, just writing opinions for the sake of it.
ALawson said:
rsbmw said:
I still think Costain is a bargain
I hope so, currently down 30% from my average of 80p. 
Costain looks interesting - with results on Thursday I think they could be worth a punt.. they can’t go lower...
500 Miles said:
ALawson said:
rsbmw said:
I still think Costain is a bargain
I hope so, currently down 30% from my average of 80p. Costain looks interesting - with results on Thursday I think they could be worth a punt.. they can’t go lower...
been looking at costain for weeks as its seemed a bargain for weeks yet it keeps falling ( sounds like another company we know off.. ). it does seem a good bet unless anything happens to hs2. keep thinking one day i'll do a sensible recover portfolio of normal shares like costain, capita, and even the babcock as they all seem cheap for the long run. but then i get distracted by pharma.
re dddd or cine, dddd might go either way today but if they have good results of their trial in the next month or so it could go mad. i still think cine is risky due to the second wave but plenty on here dont and if it repeats yesterdays gain then great.
re dddd or cine, dddd might go either way today but if they have good results of their trial in the next month or so it could go mad. i still think cine is risky due to the second wave but plenty on here dont and if it repeats yesterdays gain then great.
petemurphy said:
been looking at costain for weeks as its seemed a bargain for weeks yet it keeps falling ( sounds like another company we know off.. ). it does seem a good bet unless anything happens to hs2. keep thinking one day i'll do a sensible recover portfolio of normal shares like costain, capita, and even the babcock as they all seem cheap for the long run. but then i get distracted by pharma.
re dddd or cine, dddd might go either way today but if they have good results of their trial in the next month or so it could go mad. i still think cine is risky due to the second wave but plenty on here dont and if it repeats yesterdays gain then great.
You loading up on more TILs or going to see where its going? I need to speak to HL to see how I transfer from a Barclays ISA into a Share ISA with them unless someone reckons there is a better platform (not 212). As I have £15k sat there doing nothing which I could obviously squander quite easily following the ethos of this thread, reality is I will probably put 80% into sensible stuff i.e. Polar Capital etc. and 20% into thread fodder. re dddd or cine, dddd might go either way today but if they have good results of their trial in the next month or so it could go mad. i still think cine is risky due to the second wave but plenty on here dont and if it repeats yesterdays gain then great.
ALawson said:
You loading up on more TILs or going to see where its going? I need to speak to HL to see how I transfer from a Barclays ISA into a Share ISA with them unless someone reckons there is a better platform (not 212). As I have £15k sat there doing nothing which I could obviously squander quite easily following the ethos of this thread, reality is I will probably put 80% into sensible stuff i.e. Polar Capital etc. and 20% into thread fodder.
well theres my big conundrum and its been worrying meTILS has always been my golden share and has supported my portfolio and might have given up without it until Synairgen did its thing. It was always reliable to keep heading north and I bought stacks before when I assumed they would announce cut off date of accustem. as someone on twitter said at the time the answer is always buy more tils.
then the thursday of the webinar it went down 20% and that scared me as I was very exposed but then it returned to normal. the webinar happened and that worried me more and i panic sold on the friday half of it for 210 as I thought it may plummet yet it shot up peaking at 300 on the news of the main listing. i sold some more at 262 which seems good now but was annoyed with my panic sell.
and then its gone down ever since. its weird i lost the love a bit and i wanted it to go down to prove my sell at 210 wasnt stupid even though i still have 20k in. The question now is whether to start adding again or whether to sell and buy possibly lower.
what worried me about the webinar is that i couldnt see anything coming - eg trials etc until 2021 which is forever in pharma at the mo. bar accustem sell off. not sure when the main listing will be?
I need to rewatch the webinar and see when they said for accustem - think it was a few weeks. The sp will definitely go up for that so it is worth being in. wouldnt be surprised if it went down a little bit more in the mean time.
the thing that nags is they've always been very good at keeping the price going with pr and rns etc. I do wonder if they've used up all their info though or if they have more surprises to come. They have paid the pr firm a lot for the next few months so I wonder if there is more to come or just rehashing the same thing.
The other thing is I am tempted more by SKIN and DDDD at the mo so was considering selling some to go in more there.
I will prob wait to see if it goes down further though and if I have more funds hopefully from AA to start building up again for accustem. I do worry sometimes if its all a big con or whether it is the golden share. The lse board used to be good but has turned to s
t since that friday.hope that helps- its more therapy for me to write it all down!
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