What’s your big gamble? (Volume 4)
Discussion
vulture1 said:
Disney is going to take a further kicking from the move of canceling streaming and the hornets nest they stirred up getting involved in politics in Florida.
Agreed, will buy in and average down if it dips below $1. The assets they own are huge and bring long term recurring revenue - Marvel, Star Wars, Pixar, Disney. Streaming is a tiny part of their business. Multiple parks not jsut Florida. Cruises too. And licensing deals for all the brands. It's now close to the value it was pre-covid and pre-streaming even being launched.Vanity Projects said:
M3ax said:
Not sure if this is the right thread but the title has "gamble" in it 
Is anyone currently investing in pre-IPO/pre-acquisition opportunities? If so, what have been your experiences? Have you done it directly with the company or via a fund etc?
Interested in any thoughts the collective may have.
I did some through IPO offerings via interactive investor.Is anyone currently investing in pre-IPO/pre-acquisition opportunities? If so, what have been your experiences? Have you done it directly with the company or via a fund etc?
Interested in any thoughts the collective may have.
- A couple did well a couple didn't.
One of the challenges was liquidity and therefore the spread price to add or sell a position post IPO so generally you want to research an IPO and be certain yo want ti keep it for a good period of time.
I’ve invested in a fund covering 50 companies. Maybe 5 of those might do ok
It’s some of my risk money and I’m looking at a 10 year period. As soon as any get acquired or go to IPO I get paid out on those or have the option to hold.To be honest I’m concerned about inflation at present so I’m prepared to be a bit more aggressive with investments.
Adam. said:
sold my RBG (revolution bars) at a 20% loss - didnt seem to be moving, and UK economy isnt improving any time soon
bought ZIM - shipping company paying a c.50% dividend currently
You are the second person to mention Zim that I have heard of. I just don't get how such a large div. Had to be a one off but csn't find much data about it. Sounds too good to be true.bought ZIM - shipping company paying a c.50% dividend currently
vulture1 said:
You are the second person to mention Zim that I have heard of. I just don't get how such a large div. Had to be a one off but csn't find much data about it. Sounds too good to be true.
They are making so much cash for elevated shipping costs they have to give it back somehow M3ax said:
To be honest I’m concerned about inflation at present so I’m prepared to be a bit more aggressive with investments.
I would offer friendly caution on this logic. Even in an inflationary environment, the aim is to not lose money first and worry about inflation eating it second.Looking at the risk Poster child AARK innovation fund, it’s down 29% YTD so £1000 in Jan would mean you have £710 today.
£1000 cash in Jan with inflation running at 15% a year would still be worth £950 today.
You might take the view AARK is therefore currently a bargain but then things like Teladoc dropping 30% the other day and Amazon tanking suggest waiting by the side of the river until the crocs have fed might be safer.
I’m speaking from bitter experience, I got access to my SIPP after leaving my employer in Nov 21 so got to ‘invest it myself’.
I went high risk as I’m ‘only 44’ and looking ten years plus out but in three months I had wiped £50k of value out of the pot. I’ve spent since January doing a lot of learning and as of today I’ve got about half that back now but it’s been hard graft doing the work to learn what I was doing wrong. (Putin helped too).
If you look at my performance relative to indexes, you’d have done best whacking it in a ftse 100 tracker
Adam. said:
vulture1 said:
You are the second person to mention Zim that I have heard of. I just don't get how such a large div. Had to be a one off but csn't find much data about it. Sounds too good to be true.
They are making so much cash for elevated shipping costs they have to give it back somehow It costs a few million quid a year to run each ship so as long as they reserve that and a some contingency, they’re good to release the rest as cash.
Recent share price dips in sympathy with market (and chinas second lockdown) have depressed the share price but the dividend policies are fixed, hence the crazy yields appearing.
Star bulk yield is currently 15% at share price of $30, when I had it an average of about $22, it was yielding me 20%.
The high yields also reflect the fact that these companies get destroyed in recession and lockdowns so the div is a reflection of risk premium to bring in the money.
Chris Type R said:
Adam. said:
sold my RBG (revolution bars) at a 20% loss - didnt seem to be moving, and UK economy isnt improving any time soon
bought ZIM - shipping company paying a c.50% dividend currently
RBG +5% at open - isn't that how it almost always plays out.bought ZIM - shipping company paying a c.50% dividend currently
https://www.investegate.co.uk/nightcap-plc--nght-/...
vulture1 said:
US continues its slide. Guess it wont be stopping until the fed stops raising rates and it has only just started.
The (predicted) rate rises are priced in. Over and above the expected rises we might see some more s
tting the bed. The Fed has continued to say they dont see the US going into a recession. I think the next leg down will be a confirmed recession. But the fed thinks we won’t get that..
Yesterday the US reported negative GDP for the first quarter. All eyes on next quarter GDP figures ..
Edited by Phooey on Saturday 30th April 06:45
during covid bills were the same and no one could spend anything so looks like alot of folk bought cars and useless tat from amazon, now back to work but much higher bills, goods, services and the increase debt burden people took on is a double whammy. Even see it here at my work, folks had nothing else to spend money on so thought they could afford big ticket items, comps, phones, cars. Now the hurt comes.
BP make big profits this quarter partly from their trading operations. Politicians call for a windfall tax because BP and other energy companies made such profits whilst us peasants are getting ripped off.
Do the politicians feel the same way when these companies make losses about helping them out?
Do the politicians feel the same way when these companies make losses about helping them out?
g4ry13 said:
BP make big profits this quarter partly from their trading operations. Politicians call for a windfall tax because BP and other energy companies made such profits whilst us peasants are getting ripped off.
Do the politicians feel the same way when these companies make losses about helping them out?
And the $24.4bn hit from exiting Rosneft is a footnote to most of the articles.Do the politicians feel the same way when these companies make losses about helping them out?
I can't remember much public sympathy when the world shut down for covid either.
Chris Type R said:
g4ry13 said:
BP make big profits this quarter partly from their trading operations. Politicians call for a windfall tax because BP and other energy companies made such profits whilst us peasants are getting ripped off.
Do the politicians feel the same way when these companies make losses about helping them out?
And the $24.4bn hit from exiting Rosneft is a footnote to most of the articles.Do the politicians feel the same way when these companies make losses about helping them out?
I can't remember much public sympathy when the world shut down for covid either.
It's just a bit concerning generally that when a private company makes some profit the politicians come out and say they should be taxed further. It almost feels a bit 'communist'.
Anyway...back to the educated punting!
g4ry13 said:
Chris Type R said:
g4ry13 said:
BP make big profits this quarter partly from their trading operations. Politicians call for a windfall tax because BP and other energy companies made such profits whilst us peasants are getting ripped off.
Do the politicians feel the same way when these companies make losses about helping them out?
And the $24.4bn hit from exiting Rosneft is a footnote to most of the articles.Do the politicians feel the same way when these companies make losses about helping them out?
I can't remember much public sympathy when the world shut down for covid either.
It's just a bit concerning generally that when a private company makes some profit the politicians come out and say they should be taxed further. It almost feels a bit 'communist'.
Anyway...back to the educated punting!
Will these companies not just relocate? You might make a short term gain, but you risk losing future revenues and other companies leaving to avoid the risk of being punished for success themselves.
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