Share tips thread (Vol 2)

Share tips thread (Vol 2)

Author
Discussion

bmwmike

6,954 posts

109 months

Wednesday 18th September 2019
quotequote all
ATM said:
Jambo85 said:
Anyway I need cash for house improvements so liquidated pretty much all my holdings yesterday, bliss smile
Gone the other way here. Rental property and balls deep in AIM. Go hard or go home.
Which AIM stocks are you balls deep into?


ATM

18,300 posts

220 months

Wednesday 18th September 2019
quotequote all
bmwmike said:
ATM said:
Jambo85 said:
Anyway I need cash for house improvements so liquidated pretty much all my holdings yesterday, bliss smile
Gone the other way here. Rental property and balls deep in AIM. Go hard or go home.
Which AIM stocks are you balls deep into?
Ok I wasn't strictly telling the truth but it sounded good and this is the internet.


ATM

18,300 posts

220 months

Wednesday 18th September 2019
quotequote all
ATM said:
Roman Rhodes said:
FredClogs said:
Roman Rhodes said:
Down 75% over the last week. Reason? Did you get out or still in?
They had a big contract lined up in Iran which was lost due to the sanctions, that's one reason... I'm not in but started watching due to the mention on this thread.
OK, thanks. Ditto my reason for watching the price - but hadn't seen the news.

Hope the guy didn't get too badly burnt - needs a fourfold increase to get back to where it was when tipped. Still, this is AIM so who knows?
Their half year results were bad. Showed a loss and therefore increase in debt. This triggered the sharp fall and then a few days of drifting lower. I still believe in the company but no idea what's going in with the SP. If they continue making losses then yes they'll need to raise money or go bump. They could just cut some staff and then they would be back in the black.

Don't forget they have expanded their manufacturing operation recently as we would presume they believe their volumes will increase. If this was all down to Iran then the outlook is bad. I dont believe it is. As already stated by me earlier they recently announced a contract win with a large insurance co which could easily double their volumes. This could even get them back on Trak - see what I did there - before the full year end.

And they just won EE as a customer who are now actively selling their products on their / the main EE website. It must have taken 18 to 24 months of jumping through hoops to make that happen. If EE start ramping up then again this could double their volume.

So that's just 2 opportunities we know about which could both make the business a lot more profitable. If any other big wins are in the pipeline these could be also taking a while to land.

I still believe the SP could get up into the 2 or 3 pound area so at the current price its an absolute bargain.

At the moment they are making money but spending more. This is either because they're idiots or because they believe they will succeed but the market at the moment seems to disagree.
I'm still holding these and I've bought some more. This is where I will make my fortune. Trust me!

R8Steve

4,150 posts

176 months

Wednesday 18th September 2019
quotequote all
ATM said:
bmwmike said:
ATM said:
Jambo85 said:
Anyway I need cash for house improvements so liquidated pretty much all my holdings yesterday, bliss smile
Gone the other way here. Rental property and balls deep in AIM. Go hard or go home.
Which AIM stocks are you balls deep into?
Ok I wasn't strictly telling the truth but it sounded good and this is the internet.
Go balls deep in AIM stocks and you might not have a home to go home to! hehe

Jambo85

3,319 posts

89 months

Wednesday 18th September 2019
quotequote all
ATM said:
bmwmike said:
ATM said:
Jambo85 said:
Anyway I need cash for house improvements so liquidated pretty much all my holdings yesterday, bliss smile
Gone the other way here. Rental property and balls deep in AIM. Go hard or go home.
Which AIM stocks are you balls deep into?
Ok I wasn't strictly telling the truth but it sounded good and this is the internet.
biggrin

I didn't have many AIM dogs to get rid of thankfully, rather a few funds that have slowly done quite well on average and some individual stocks with nice dividend yields (RDSB and NG).

1ians

398 posts

194 months

Wednesday 18th September 2019
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Hobo said:
'Heavily' invested in SXX.

Will hold tight for the next few days/weeks/months to see what happens (with the occasional bit of day trading to increase my holding for free).

Wife no best pleased argue
I’m in a similar position, not the end of the world but not brilliant. Knew it was a gamble so put in what I can afford to loose.

Might have put £1k of my wife’s money in too. Oops. She knows we lost some last time she asked, will fess up when she next asks. Hopefully will make up the losses elsewhere by then!


Hobo

5,764 posts

247 months

Thursday 19th September 2019
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I actually sold 50% of my shareholding in SXX yesterday, as something doesn't sit right with me about Chris Fraser buying £10,000.00 of shares yesterday at 4p (an additional 250,000 shares).

He, prior to the purchase, owed 123,747,368 shares taking his new total to 123,997,368.

I simply don't understand the reason for such a transaction. If it was meant to be a sign of confidence in the company then surely a person of his stature would understand such a small trade would not achieve such, and thus I find myself questioning the true motive.

supercommuter

2,169 posts

103 months

Thursday 19th September 2019
quotequote all
Hobo said:
I actually sold 50% of my shareholding in SXX yesterday, as something doesn't sit right with me about Chris Fraser buying £10,000.00 of shares yesterday at 4p (an additional 250,000 shares).

He, prior to the purchase, owed 123,747,368 shares taking his new total to 123,997,368.

I simply don't understand the reason for such a transaction. If it was meant to be a sign of confidence in the company then surely a person of his stature would understand such a small trade would not achieve such, and thus I find myself questioning the true motive.
What do you think the motive is or could be?

Hobo

5,764 posts

247 months

Thursday 19th September 2019
quotequote all
No idea, but just seems a very odd thing to do.

I may well be over thinking it, but at present I've reduced my holding by half with a view to buying back later.

Patch1875

4,895 posts

133 months

Thursday 19th September 2019
quotequote all
Thankfully I only bought a speculative £300 might as well hold on the £60 they are worth now.

egomeister

6,703 posts

264 months

Thursday 19th September 2019
quotequote all
supercommuter said:
Hobo said:
I actually sold 50% of my shareholding in SXX yesterday, as something doesn't sit right with me about Chris Fraser buying £10,000.00 of shares yesterday at 4p (an additional 250,000 shares).

He, prior to the purchase, owed 123,747,368 shares taking his new total to 123,997,368.

I simply don't understand the reason for such a transaction. If it was meant to be a sign of confidence in the company then surely a person of his stature would understand such a small trade would not achieve such, and thus I find myself questioning the true motive.
What do you think the motive is or could be?
Given he takes out hundreds of thousends per year, it's hard to see it as anything other than a confidence spoof.

M7 ATW

83 posts

148 months

Thursday 19th September 2019
quotequote all
egomeister said:
Given he takes out hundreds of thousends per year, it's hard to see it as anything other than a confidence spoof.
I'd agree - small amounts like that never go down well and does appear odd when considering his existing holding.

M7 ATW

83 posts

148 months

Thursday 19th September 2019
quotequote all
M7 ATW said:
Hi all,

I'm currently holding the following shares:

RRE - £230 market cap company producing 22,000 bopd. Bought shares at £17.50 with current cash equalling £21 per share, Institutions repositioning so selling down, therefore expect to rise once the seller has cleared.

NCCL - Signed a Joint Development Agreement with General Electric and China Machinery Corporation (CMEC) a few months ago to develop a coal to power project in Mozambique. Retraced after the announcement, but should get details on return of historic back costs and developers premium which could be in excess of $50m, therefore at the current market cap of £20m, I see very good upside in the next 6 months.
Well NCCL was up 11% earlier today and looks like a bit of interest might be returning and results out on RRE on the 24th to see how the cash pile is doing and hopefully news on a divi.

Zippee

13,473 posts

235 months

Friday 20th September 2019
quotequote all
Thoughts on vanguard for funds? I'm looking at the global equity acc and global emerging markets acc. Both have reasonably low fees of 48bps. Is there any manager I should be looking at instead of them?

Milnero

1,299 posts

163 months

Friday 20th September 2019
quotequote all
I don't really know anything about investing in the stock market, my only investment was when Royal Mail was privatised which was a sure thing on profit.

Looking at the reports on Thomas Cook their share price is extremely low at the moment, could it be worth a punt?

Please excuse my lack of knowledge!


putonghua73

615 posts

129 months

Friday 20th September 2019
quotequote all
Milnero said:
I don't really know anything about investing in the stock market, my only investment was when Royal Mail was privatised which was a sure thing on profit.

Looking at the reports on Thomas Cook their share price is extremely low at the moment, could it be worth a punt?

Please excuse my lack of knowledge!
The share price is extremely low for a very good reason: the company is on the verge of administration i.e. unless they secure £200m funding this weekend, the company will probably go into administration. If you are punting on what is looking more and more like a binary option i.e. red or black on the roulette wheel, you need to know that it is a binary option as opposed to an investment, and punt an appropriate amount that is commensurate with the risk - not what you think you might make as a return.

DonkeyApple

55,391 posts

170 months

Saturday 21st September 2019
quotequote all
A very good question to always ask yourself when being drawn to a penny share is to imagine that the share price instead of being 3.7p per share was £3,700 a share (ie you’re just buying 1 share for every 100,000 currently in issue). At that point do you still think it is cheap and representing fair potential for return for the risk that you’d be taking?

The actual share price number plays an extremely powerful role in allowing the retail investor to deceive themselves as to the risk being taken. Precisely why issuers of high risk propositions often opt to issue a very high number of shares at an extremely low price and why other companies prefer to have extremely high share prices.

Thomas Cook is basically an option where you are gambling on some random people you don’t know, with objectives that you don’t know, being found to front a load of money to take control of a business that has already proven to be a failure.

An investor would wait to see if that event happened and what exactly that event was. Activity prior to that is punting so doing the little excercise above helps starting to establish a picture as to whether you are taking an educated and risk weighted punt of just a blind shot in the dark.

Condi

17,211 posts

172 months

Saturday 21st September 2019
quotequote all
Alrey87 said:
So I’ve lost almost 25k on HNR now Zoetic, which basically turned out to be a complete scam / daylight robbery from the CEO Robert price. I can’t see this ever recovering as my average is in the 20s.

Any advice on how to move on from here? I won’t be putting any new money into shares but have a few thousand left to move elsewhere?
There is nothing wrong with investing in shares, but if you want to buy something to hold over a long period of time then you need to find companies with a good product, good brand, and a long term strategy. Picking smaller start-up companies hoping for a 100% return is just gambling.

Look at things like tracker funds, or funds in general, which offer exposure across a large range of shares. There is plenty of advice, both on here and elsewhere.

As for your current losses, not much you can do aside from put it behind you, learn from it, and move on.

1ians

398 posts

194 months

Saturday 21st September 2019
quotequote all
1ians said:
I’m in a similar position, not the end of the world but not brilliant. Knew it was a gamble so put in what I can afford to loose.

Might have put £1k of my wife’s money in too. Oops. She knows we lost some last time she asked, will fess up when she next asks. Hopefully will make up the losses elsewhere by then!
Thought this through. I’m just gonna have to tell her she’s made money and put her “profit” in a fund she can track. I’ve learnt my lesson, no need in her suffering due to my mistakes.

FredClogs

14,041 posts

162 months

Saturday 21st September 2019
quotequote all
1ians said:
1ians said:
I’m in a similar position, not the end of the world but not brilliant. Knew it was a gamble so put in what I can afford to loose.

Might have put £1k of my wife’s money in too. Oops. She knows we lost some last time she asked, will fess up when she next asks. Hopefully will make up the losses elsewhere by then!
Thought this through. I’m just gonna have to tell her she’s made money and put her “profit” in a fund she can track. I’ve learnt my lesson, no need in her suffering due to my mistakes.
Can't see anything wrong with this plan, anything at all.