Share tips thread (Vol 2)
Discussion
GliderRider said:
ATM said:
Anyone have a view on PHE? I dont have a position but as I see it trickling down I am wandering where could be good for an entry. Assuming as its AIM I'll either lose my money or make 10x and more.
I bought into Powerhouse Energy Group (PHE) back in July, as a long term investment. My view is hydrogen, fuel cells and energy from waste are all things that will need to be pursued in the future. We need clean energy, and we can't keep chucking our waste plastic in the sea without consequences. Someone is going to get it right, and the only way to be on the winner near the start is to buy shares in all the players. No doubt some of the companies concerned will fail, but without inside knowledge, which ones?. So far ITM Power (ITM) and Ceres Power Holdings (CWR) look like the two front runners, but that could all change if PHE pull a rabbit out of the hat, assuming they've actually got one in there...
Have topped up a few times as it dropped on the thinking it'll come good in time, loads of waste plastic about and energy alternatives to oil required.
Surprised it has fallen as low as it is now though.
GliderRider said:
So far ITM Power (ITM) and Ceres Power Holdings (CWR) look like the two front runners....
Yes, I've been backing those for a while.... some very impressive gains on the former and nervous every time it starts to get volatile and has dipped below its peak...somehow I'm holding my nerve for the long term there though!Unsure whether to go for PHE as well... but it could be the ideal hedge.
Yes, one or some of these have surely got to win out (famous last words) for the reasons given that the world HAS to change!
Is anyone else in CVS Group (CVSG)? Its a company that buys veterinary practices from retiring vets, then runs them with newly qualified and other vets who couldn't afford to set up their own practices. They also run their own vet pharmacies and pet crematoria.
The reason I ask, is that the lockdown and the move to home working has resulted in a lot of people buying pets, all of which are likely to need treatment at some stage. The share price dipped to £8 in March, but has been climbing pretty steadily ever since. Currently it is at £12.50, matching its 12 month peak in February.
The reason I ask, is that the lockdown and the move to home working has resulted in a lot of people buying pets, all of which are likely to need treatment at some stage. The share price dipped to £8 in March, but has been climbing pretty steadily ever since. Currently it is at £12.50, matching its 12 month peak in February.
g4ry13 said:
NASDAQ +4.5% currently 
Yeah, but the markets are just...the markets aren’t they? Not going to be phased by a month or two of indecision in political stakes... Just goes to show that when a president points to the market and “claims” he did it.... well how can that ever be true?
Anyone any thoughts on the UK Housebuilders?
I'm in PSN, BWY & TW, an area I sort of know from past employment
The likes of PSN is close to a post CV19 high. I'm currently up about 25%, I've been here before and it's dropped to near 5% in recent months then rebounding. Worth taking profits and waiting/expecting another drop?
I'm in PSN, BWY & TW, an area I sort of know from past employment
The likes of PSN is close to a post CV19 high. I'm currently up about 25%, I've been here before and it's dropped to near 5% in recent months then rebounding. Worth taking profits and waiting/expecting another drop?
GliderRider said:
Is anyone else in CVS Group (CVSG)? Its a company that buys veterinary practices from retiring vets, then runs them with newly qualified and other vets who couldn't afford to set up their own practices. They also run their own vet pharmacies and pet crematoria.
The reason I ask, is that the lockdown and the move to home working has resulted in a lot of people buying pets, all of which are likely to need treatment at some stage. The share price dipped to £8 in March, but has been climbing pretty steadily ever since. Currently it is at £12.50, matching its 12 month peak in February.
I work in the Vet industry for a competitor to CVS with 150+ practices. Sales have recovered since lockdown, if you look on the CVSG 2020 year end report page 36 we've basically matched their fall and recovery - sales have continued to catchup/grow so you are right. Its also a industry going thru more consolidation and cost savings by the big players. Wish i'd had some back in March!The reason I ask, is that the lockdown and the move to home working has resulted in a lot of people buying pets, all of which are likely to need treatment at some stage. The share price dipped to £8 in March, but has been climbing pretty steadily ever since. Currently it is at £12.50, matching its 12 month peak in February.
cheeky_chops said:
I work in the Vet industry for a competitor to CVS with 150+ practices. Sales have recovered since lockdown, if you look on the CVSG 2020 year end report page 36 we've basically matched their fall and recovery - sales have continued to catchup/grow so you are right. Its also a industry going thru more consolidation and cost savings by the big players. Wish i'd had some back in March!
Thanks for reply Cheeky Chops. Good to have a view and confirmation from inside the industry! Do you know if CVSG have started improving their treatment of staff yet? Some Glassdoor employee reviews from about a year ago suggested that the middle management were somewhat aggressive and out of touch with reality, although there was general confidence in the people at the top.On another note, Versarien (VRS), the graphene manufacturer, are up over 17% today.
Edited by GliderRider on Friday 6th November 18:14
Skyedriver said:
Anyone any thoughts on the UK Housebuilders?
I'm in PSN, BWY & TW, an area I sort of know from past employment
The likes of PSN is close to a post CV19 high. I'm currently up about 25%, I've been here before and it's dropped to near 5% in recent months then rebounding. Worth taking profits and waiting/expecting another drop?
It's a best of breed stock, Persimmon. No debt, massive cash generation, very deep land bank. Holding is all down to you and your profile choice but it's a £30 stock all day long. TW are not in the same class. The dividend will be restored in my opinion.I'm in PSN, BWY & TW, an area I sort of know from past employment
The likes of PSN is close to a post CV19 high. I'm currently up about 25%, I've been here before and it's dropped to near 5% in recent months then rebounding. Worth taking profits and waiting/expecting another drop?
Phooey said:
Probably a daft question, but why is Pfizer only up approx 8-9%? They own the World today. I would of thought it would be up a gazillion percent, at least!!
They won't make any money from initially selling the vaccine, per se. It's being sold for cost apparently-obviously the r&d will have value but they were given the cash upfront, win or lose. Pfizer is a $200B. Moving 10% is quite a lot.Burwood said:
Phooey said:
Probably a daft question, but why is Pfizer only up approx 8-9%? They own the World today. I would of thought it would be up a gazillion percent, at least!!
They won't make any money from initially selling the vaccine, per se. It's being sold for cost apparently-obviously the r&d will have value but they were given the cash upfront, win or lose. Pfizer is a $200B. Moving 10% is quite a lot.Burwood said:
They won't make any money from initially selling the vaccine, per se. It's being sold for cost apparently-obviously the r&d will have value but they were given the cash upfront, win or lose. Pfizer is a $200B. Moving 10% is quite a lot.
Ah ok mate, that makes sense then - thank you. I'd be sticking an extra 50 pence Phooey tax on every vial but appreciate not everyone's in it for the money like me 
$20 billion will do
Phooey said:
Burwood said:
They won't make any money from initially selling the vaccine, per se. It's being sold for cost apparently-obviously the r&d will have value but they were given the cash upfront, win or lose. Pfizer is a $200B. Moving 10% is quite a lot.
Ah ok mate, that makes sense then - thank you. I'd be sticking an extra 50 pence Phooey tax on every vial but appreciate not everyone's in it for the money like me $20 billion will do
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