What’s your big gamble? (Volume 2)
Discussion
Meeten-5dulx said:
Adam B said:
Meeten-5dulx said:
Nice bit of news here:
seeking alpha
Will be interesting to see what happens post 14.30 when US opens.
disappoint in a curious way?seeking alpha
Will be interesting to see what happens post 14.30 when US opens.
I'm in now, so will have to hold tight.
Just glad I didn't reopen the C rapita trade. Sold out at 40 and have been tempted back in but refrained.
Does that count as a good trade?
f
k Capita... oh well, it’s only money.. MikeStroud said:
Yes my best performer. I think 500Miles tipped that, many thanks 500Miles.
I’d love to take the credit but I think Skin was someone else’s (sorry, can’t remember who) - I was just the one that read the prospectus which obviously is again thread etiquette. My best performer percentage wise (N Brown) had another cracking day - up almost 6% and almost 270% overall.
In £ terms the AA and Boo have made more.
Down 0.8% on the day - a few heroes but not as many zeroes... and Capita... oh well... tomorrow they’ll be one of the biggest gainers... probably... maybe...
rich12 said:
MikeStroud said:
500Miles seems quiet. As he owns half of skin (and maybe 10% in total of the entire FTSE) I'm worried he has been crushed under the several artic lorry loads of profits he's made from skin alone.
I heard he's gone into hiding. Used too much of IDP products and has to wait until it settles down. 
Skin is looking very healthy, now my 4th largest holding and largest increase £ wise - Thanks to the Superstar otherwise known as Rich!
Been dragged into a couple of investments which has kept me stupidly busy.
Have topped up on IDP and been looking at their operations, have a meeting with their board on Thursday which should be interesting - in my view, these guys have a lot of untapped potential. They’re leaving a lot of ebit on the table, if a few simple changes can be adopted by them then the SP could increase significantly - all in my opinion, could be wrong.
I’ve topped up on RBG which means I’ll be able to get absolutely plastered on vodka whilst looking like Ross... eat out to help out appears to be helping them, bringing new clients in who may not have considered Revolutions or Revolucion de Cuba for food before - interestingly, Revs and Rev De Cuba are ranked 9th and 16th respectively out of 438 ‘restaurants’ in the Reading area on Tripadvisor.
I took part in the ALGW placing which was completed over the last few days, shares won’t be added to the register until next month. Hopefully some positive news about the company will be announced shortly.
I have been thinking about creating the exclusive PH 20percenters club - only eligible for those that have managed to lose 20pc on a minimum of 3 stocks within a month. I’m hoping I’m the only inaugural member, having achieved fantastical reductions on PMO, Capita and Amigo over the past 3 weeks.
Overall, it’s been a pretty good few days and Im confuden6 confident that some of my larger shares are going to do well over the next 3 months.
I might continue topping up on IDP and RBG over the next week - RBG has definite sector risk, whilst IDP risk is more around execution.
TCX said:
ferrisbueller said:
TCX said:
Nice suprise when I just checked,pf up £10,462on the day,ggp,Eua and specially emh working out well,not selling any so only on paper
Maybe you could splash out on a space bar and shift key.Edited by TCX on Monday 24th August 17:07
What voice recognition software do you use? Might short the company
Just joking buddy, I’m only jealous as voice recognition software understands me less than the wife...
Nice result on the increases!
MikeStroud said:
500 Miles said:
I have been thinking about creating the exclusive PH 20percenters club - only eligible for those that have managed to lose 20pc on a minimum of 3 stocks within a month.
Jeez where to start. I'm guessing I have earnt the right to be honoury president of that club.DRFC1879 said:
Had a pretty shonky start to the day but more positive movement in STAR is propping up my portfolio. Which I need after ORR dropped 9% yesterday for reasons unknown!
I can't make my mind up with ORR whether I top up on the dip, get rid as it's too volatile or hold on and ride it out!
EDIT: HOTC also on the move now. Maybe it's going to be a decent day after all.
I do sometimes feel like a nutter standing outside the window shouting in as nobody else on here seems to be invested in the same stocks as me (with the exception of one or two Greencore). Perhaps I ought to buy a chunk of CINE as a rite of passage!
You can make big bucks being a contrarian investor, just ask Neil Woodford - best not to ask those that invested with him though I can't make my mind up with ORR whether I top up on the dip, get rid as it's too volatile or hold on and ride it out!
EDIT: HOTC also on the move now. Maybe it's going to be a decent day after all.
I do sometimes feel like a nutter standing outside the window shouting in as nobody else on here seems to be invested in the same stocks as me (with the exception of one or two Greencore). Perhaps I ought to buy a chunk of CINE as a rite of passage!
Edited by DRFC1879 on Tuesday 25th August 10:52
ALawson said:
MikeStroud said:
@ H&L users...
Do they ever answer the phone or reply to secure messages? I just stay on hold endlessly and secure messages unanswered after 7 days so not happy.
Only called them about 5 times, had an answer in 2-3 rings. Which number you calling them on? Do they ever answer the phone or reply to secure messages? I just stay on hold endlessly and secure messages unanswered after 7 days so not happy.
MikeStroud said:
CAPITA
Capita are just being c*** I loaded up on them despite thinking at the time "what the hell am I doing this is Capita". But they had some results coming out a few weeks back and got pumped a bit here, I bit and now 30% down. I think their new management are doing their best to reduce debt and costs and it will recover in 1-2 years but it is so boring and depressing to look at every day.
Sell or hold?
I’m holding - I think (hope) it will be a decent mid term turn around, lots of issues across the org but the upside is huge if JL can turn around the oil tanker.Capita are just being c*** I loaded up on them despite thinking at the time "what the hell am I doing this is Capita". But they had some results coming out a few weeks back and got pumped a bit here, I bit and now 30% down. I think their new management are doing their best to reduce debt and costs and it will recover in 1-2 years but it is so boring and depressing to look at every day.
Sell or hold?
Meeten-5dulx said:
Atanasoff said:
Devons Stelios has blogged calling a vote. Hee has said that he will buy back 29% of the company at up to 20p a share IF he wins the vote.
He sounds motivated by ego. results out also tomorrow so a couple of scenarios:
1) The results are better than expected and the board use that to reassure investors that they don't want or need James back to trust them.
2) The results are crap in which case the viability of the business would be in question
3) Mike curses whatever outcome
[url]what he said|https://medium.com/@jamesbenamor/the-restoration-of-amigo-is-much-bigger-than-any-individual-f88581a42d66He sounds motivated by ego. results out also tomorrow so a couple of scenarios:
1) The results are better than expected and the board use that to reassure investors that they don't want or need James back to trust them.
2) The results are crap in which case the viability of the business would be in question
3) Mike curses whatever outcome
[/url]
main pint:
To provide comfort to those investors, I will soon pass another irrevocable order to our brokers. This time, a buy order, for 29% of Amigo, to be purchased at any price up to 20p per share, in the days immediately following my appointment and approval as CEO of Amigo Holdings PLC
so, thinking aloud
Results are out tomo.
JB has said that if he gets CEO, he will buy 29% up to 20p
does this meet the gamble part of this thread?? 
I have no idea where this will get to, but am thinking closer to 20p than 5p
anyone want to offer me reasoning that I am incorrect and will be taking a horrid bath on these?
We all have friends like that, if you don’t then you are probably that friend!
A definite s
t or bust gamble, I’m holding to see what happens.Aiminghigh123 said:
Anyone got greggs?
Leeds: Coronavirus cases at Greggs distribution centre https://www.bbc.co.uk/news/uk-england-leeds-539344...
I had a steak bake last night, very tasty - couldn’t taste the Covid in it though.. Leeds: Coronavirus cases at Greggs distribution centre https://www.bbc.co.uk/news/uk-england-leeds-539344...
Meeten-5dulx said:
500 Miles said:
SKIN buying Modern Water...
thought you were a late night owl rather than early morning .....anyway, the details.
The Boards of Integumen and Modern Water are pleased to announce that they have reached agreement on the terms of a recommended offer to be made by Integumen for the entire issued and to be issued share capital of Modern Water.
Under the terms of the Offer, Modern Water Shareholders will be entitled to receive:
for each Modern Water Share 1 Existing Integumen Share
Integumen is seeking shareholders' approval for the Share Consolidation whereby every 10 Existing Integumen Shares are proposed to be consolidated into 1 New Integumen Share, at a general meeting scheduled for 15 September 2020. If the Share Consolidation is approved, the Modern Water Shareholders will instead be entitled to receive:
for every 10 Modern Water Shares 1 New Integumen Share
Based on the Existing Integumen Share Closing Price of 4.05 pence per Existing Integumen Share on the Last Practicable Date, the Offer values the entire issued and to be issued share capital of Modern Water at approximately £21.25 million.
The Offer represents a value of approximately 4.05 pence per Modern Water Share and a premium of approximately:
- 44.6 per cent. to the Modern Water Share Closing Price of 2.80 pence on the Last Practicable Date; and
- 110 per cent. to the 90 trading day average price of 1.92 pence per Modern Water Share as at the Last Practicable Date.
MWG up 32% - nice result.
petemurphy said:
can u still buy mwg or are they suspended? seems good to me as mwg holder although hopefully skin wont go down to meet it as i have both
Should still be able to buy, although it’s up so much now I’m not sure if it would be a good thing to do - haven’t looked at it enough. I’ve got both as well, although (from today’s perspective) unfortunately a lot more SKIN than MWG
fizz47 said:
500 Miles said:
Should still be able to buy, although it’s up so much now I’m not sure if it would be a good thing to do - haven’t looked at it enough.
I’ve got both as well, although (from today’s perspective) unfortunately a lot more SKIN than MWG
Tell me if my logic is wrong here ...I’ve got both as well, although (from today’s perspective) unfortunately a lot more SKIN than MWG
The offer is a 1.1 share purchase @ price of 4.05. As long as you can purchase MW for less than 4.05 then should that not be a good thing?
It looks like an all share offer - it’s possible that the SKIN price drops and the deal may not look as attractive, also the deal may not progress as planned which would impact the shareprice of both companies.
Whilst hopefully there is truly a strategic reason for the tie up (and it looks like there is) - it could also be a recognition that neither companies are going to have the profits required to operate as two separate companies - 2 support structures, two boards, multiple facilities, etc.
Bringing them both together should allow them to reduce cost, or increase in scale without further increasing some cost.
A large percentage of acquisitions fail to meet their objectives, these two orgs already have overlap and are pretty small - should be a simpler process.
Really difficult to judge the forward prospects that have changed with today’s news. The only thing I can say with confidence is that I’m not planning to buy more shares in either of them - I did look at MWG first thing when the announcement flashed up but by the time I was ready to buy the price had moved north a lot.
Meeten-5dulx said:
Legend83 said:
Anyone in Revolution Bars? Risky for sure given chance of pubs / clubs shut down? Hit a low of 16p today...
I think the OP has a 'few' of these in his portfolio ..... 
Eat out to help out has apparently been very positive for them, they’ve just announced they (RBG not the GOV) are going to extend it into September.
A large part of their estate is now open, obviously don’t know the numbers but it could have decent upside - I’m continuing to add to this and also IDP. Obviously a 2nd national lockdown could provide a very large hangover.
Our PH gamblers night out is going to start at Revs, we’ll get Tanned up, then head to the s
t popcorn company before heading back to Revs... Good to see that Adam has joined the party, we’ll clear a space for the wheel barrow.
MikeStroud said:
@GPH thanks, but who is buying all his shares with no TR1? Small investors like me get no vote as my platform (HL) are the actual registered holder of the shares.
I believe you can vote regardless of how many shares you hold with HL - you just need to phone up and arrange - plus possibly pay.. not sure how much. Will be an issue for JB.
For the TR1 - I believe (could be wrong) that you can warehouse stock for a number of days but brokers won’t hold it over the weekend without writing it - that then needs a TR1 I’d over a threshold.
TR1’s are often delayed, doesn’t seem to be any issue when you forget to do them..
Chilly for June said:
Atanasoff said:
Looks a potential in and out for Tuesday !
Despite what I have said about cinema I find myself in one as we speak. My love of Christopher Nolan was too great. In the dystopia of the city centre I was expecting more to be here but the place is empty. I am in the largest screen They have and number here? 6.
If this is representative the only thing I should be investing in is floor tape and printed signs.
(Apple sales also must be down. I went to the store and was told that they are allowing anyone to browse products. I wanted a look at a iPad Pro just as a treat but was told I would need to book a viewing appointment.
In among the empty stores and closed down restaurants the place seems pretty empty and I would be reluctant to put any money into these companies. May look at TED though because the clothes just seem
Absolutely bang on atm.
You caused me to go back and look at TED. I got in at 70p dropped further and was new to this whole thing so got worried and sold when it recovered to 76p FFS should of held I was right all along. Despite what I have said about cinema I find myself in one as we speak. My love of Christopher Nolan was too great. In the dystopia of the city centre I was expecting more to be here but the place is empty. I am in the largest screen They have and number here? 6.
If this is representative the only thing I should be investing in is floor tape and printed signs.
(Apple sales also must be down. I went to the store and was told that they are allowing anyone to browse products. I wanted a look at a iPad Pro just as a treat but was told I would need to book a viewing appointment.
In among the empty stores and closed down restaurants the place seems pretty empty and I would be reluctant to put any money into these companies. May look at TED though because the clothes just seem
Absolutely bang on atm.
Realising in this game you need to be patient and that's the hardest part especially with apps like 212, it's too easy to check and make rash choices.
Patience is definitely hard.. would be good just to switch off for a few months and (hopefully) return to a nice big surprise.
Aiminghigh123 said:
500 Miles said:
Adam B said:
Where will you put it?
I hear RBG is a sure thing
I definitely have more faith in RBG than IAG I hear RBG is a sure thing
IDP is cheap just now...
petemurphy said:
should be interesting day tomorrow with hopefully some sng news and def some AA news. fingers crossed!
I’ve gone from being excited about AA to being nervous... I’m keeping everything crossed.. Thankfully the LSE board have let me know that Saga will triple bag (at the very least) tomorrow, should help counteract any losses on AA..
The times had a piece about Capita today - summary was ‘avoid’ pah, what do they know... they should get back to exposing slave traders... actually, maybe just stop reporting for a while... advertise some fake tan or something instead...
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