What’s your big gamble? (Volume 2)

[ferrisbueller]

Rough day at twitter.

[Adam B]

Looks like AMD is going in the LTH bucket, like all the rest of my stocks

[petemurphy]

worst week ever at least sng was up today though

[anonymous-user]

Benbay001 said:

Ouch ouch ouch.

Tekmar is getting absolutely pummeled.

OMG 42% down in one day. I nearly went in to them after someone recommended them a few weeks back here. Product sounds good and they seem to have the market; todays RNS showed 10% down in profit y-on-y so quite nasty to get such a sp reduction for that.

[anonymous-user]

JustinF said:

For those interested in PLL
https://seekingalpha.com/pr/18065802-piedmont-lith...

I am but it's down 9% regardless :-(

[anonymous-user]

petemurphy said:

aa is blue shocker

Yeah 0.36% up at eod. Final price is about 40% down on what I paid for them. That gamble on a bidding war is turning worse by the day.

[anonymous-user]

GGP blinking typical. P**s poor rise with the RNS, now back below the sp when the RNS came out.

[Adam B]

Flat day for me

GGP disappoints (WTF) and AMD down (though confident that will come good). EUA, EMH and AMC (was 24% up, finished 6% up) did OK to level me out

glad that week is over though

chucked my last £2k of cash into AMD's dip
https://markets.businessinsider.com/news/stocks/am...

I have some confidence in next week ending better post US election - hoping Biden romps it and adds more stimulus but regardless who wins it will settle the markets.

Edited by Adam B on Friday 30th October 19:38

[Adam B]

JustinF said:

87 open positions atm

stars of the show NIO +31.7%, U. +19.75%, IDP +19.74%, GGP +15.8%, PRF +10.88%, sadly that's just 5.7% of my holdings, oh for a crystal ball...

Crikey 87!! I cut mine down to 9 (was 12 which was 12 pieces of potential bad news!)

what are your 5 biggest holdings?

[Aiminghigh123]

My day was ok in the end. Had a cheeky little short on IAG first thing which cashed out for few beer tokens, early dip was very big so suspected it’s might rise which it did and finished whole portfolio up 1.62%.

Out of 25 only 5 were red GGP and SYME worst

Blue gang IAG and CINE doing well for me.

[Skyedriver]

Aiminghigh123 said:

Skyedriver said:

Dropped some of my GGP for a small profit thinkit may dip lower, bought into SYME as it's at a recent low and AMGO ditto on rumours that the FCA are happy and company can start lending again.
Gave up on BZT thinking it was on the slow slide to zero but seems I got out at the bottom as it's started to rise again......

Where did you hear about AMGO?
I topped up SYME yesterday. I’m thinking same as you. Ditch some of my GGP moving more to AMGO?

If I said the LSE board I'd be laughed out of court.......

If I remember right, the FCA meeting was November (yes it's that time of the year already, soon be Christmas).
They are trying to get their act together as I understand it, well surely they would unless they want to go down the pan, and I would think December is as good a time as any. Remembering that not so long ago these shares were near enough £2....

[vulture1]

Im in danger for the first time of dropping below the money I have put in. Just 3% up overall. I suspect my yank stocks will drag me down until the election is over.
GGP annoying it didnt jump a bit more but i think we all planned to jump of it and back on again later

[GliderRider]

Any clues as to why Ricardo (RCDO) was up 5.88% today whilst almost everything else was headed for the plughole?

[anonymous-user]

Anyone know why tils so low Friday?

[Aiminghigh123]

Skyedriver said:

If I said the LSE board I'd be laughed out of court.......

If I remember right, the FCA meeting was November (yes it's that time of the year already, soon be Christmas).
They are trying to get their act together as I understand it, well surely they would unless they want to go down the pan, and I would think December is as good a time as any. Remembering that not so long ago these shares were near enough £2....

I was waiting to see if you would say LSE. Ha ha.

I only have 5% of my portfolio AMGO at 10.5p average but 30p a share would be very nice.

[Adam B]

Aiminghigh123 said:

I was waiting to see if you would say LSE. Ha ha.

I only have 5% of my portfolio AMGO at 10.5p average but 30p a share would be very nice.

AMGO is like that fun but completely nutty girlfriend you had that you can’t help wondering about years later. You know it might be a car crash but.....

I have been in and out twice (AMGO not the gf) and swore I wouldn’t go back but the glorified loan shark is incredibly profitable if it can get beyond the FCA troubles, pay the fine and kick on.

It might be worth another punt at these prices as the FCA never wants to kill off an FS company and reduce competition even in a market it doesn’t like much.

There again it could stab me in my sleep

[JustinF]

Adam B said:

JustinF said:

87 open positions atm

stars of the show NIO +31.7%, U. +19.75%, IDP +19.74%, GGP +15.8%, PRF +10.88%, sadly that's just 5.7% of my holdings, oh for a crystal ball...

Crikey 87!! I cut mine down to 9 (was 12 which was 12 pieces of potential bad news!)

what are your 5 biggest holdings?

They are painful after today! by value:- AMD 19% -7.18%, AMZN 9.9% -5.78%, TSLA 3% -12.58%!, APPL 3% -9.33%, GOOGL 2.6% +3.67%
but the whole idea of spreading it is to provide diversity and stability, I still have faith in the future and the money I have in I don't need to touch for a few years, close behind those is a mix of UK stocks in banks and food retail

[JustinF]

Adam B said:

Aiminghigh123 said:

I was waiting to see if you would say LSE. Ha ha.

I only have 5% of my portfolio AMGO at 10.5p average but 30p a share would be very nice.

AMGO is like that fun but completely nutty girlfriend you had that you can’t help wondering about years later. You know it might be a car crash but.....

I have been in and out twice (AMGO not the gf) and swore I wouldn’t go back but the glorified loan shark is incredibly profitable if it can get beyond the FCA troubles, pay the fine and kick on.

It might be worth another punt at these prices as the FCA never wants to kill off an FS company and reduce competition even in a market it doesn’t like much.

There again it could stab me in my sleep

PRF who do dodgy doorstep loans and various high interest loans and credit cards really tanked a while back on fears of bad debt, blew expectations on results ans are making sizable gains back towards feb value, I've been in and out of them since 180, most recetn;y in at 204.58, current sp 233.2.
not in AMGO but there's still profit to be had in risky credit it seems. PRF are outperforming the big banks in recovery, maybe that corporate debt is actually a bigger millstone than the doorstep stuff?

[Adam B]

Or for an even bigger risk see NSF

Like AMGO, in trouble with FCA but down 90% and needs to do an equity raise to bolster its BS. That one is binary I reckon, triple your money or bust

Edited by Adam B on Saturday 31st October 10:54

[Adam B]

JustinF said:

They are painful after today! by value:- AMD 19% -7.18%, AMZN 9.9% -5.78%, TSLA 3% -12.58%!, APPL 3% -9.33%, GOOGL 2.6% +3.67%l

Some good names there but you must have bought in near the recent highs. I am in AMD and reckon AMZN and GOOGL will always do ok, APPL seems pricey and I won’t get started on TSLA. Good luck

FWIW I will be putting £ into recovery stocks with strong BS, probably in Q1 now, essentially what I did in March, but should have sold the lot in June and switched to pharmas/miners then - hindsight always 20/20

Edited by Adam B on Saturday 31st October 09:55