Share tips thread (Vol 2)

Share tips thread (Vol 2)

Author
Discussion

egomeister

6,703 posts

264 months

Wednesday 8th January 2020
quotequote all
ATM said:
egomeister said:
ATM said:
So since my massive success shorting SXX I am now unable to remember the money I lost on MTFB and therefore I have been waiting for the opportunity to use my new found prowess to gamble on another AIM listed good luck story. The one I have chosen is called Versarien with ticker VRS. And this time I am long.
Do you get all your share tips from the LSE forums? hehe

The only positive I see in VRS is that it's not as overpriced as it used to be... They seemed to buy legacy businesses to provide a baseline turnover and the jam tomorrow graphene business makes nothing. I also have massive doubts about many of the deals/MOU's they've signed with the Chinese ever coming to fruition.
Just hunting round places like this and wherever. Surely some of the AIM businesses will eventually make it right? They cant all fail - can they?
For sure there are some decent companies out there, but they are hard to spot in the sea of ste... the vast majority of AIM stocks head south (usually quickly...). When it goes well, the growth can be spectacular though!

NRS

22,195 posts

202 months

Wednesday 8th January 2020
quotequote all
ATM said:
Just hunting round places like this and wherever. Surely some of the AIM businesses will eventually make it right? They cant all fail - can they?
A few do, but overall it's a bad idea. Pretty much the first story popping up on google, and a few years old but illustrates the point. In the same time the FTSE 250 would have made you 300% then AIM would have got you -30%. Of course if you only invested a lot of money in the correct company, at the right time, and didn't sell too early then it would be a life changing amount. But the chances of that are extremely low. In addition I'd suspect the volatility of AIM would be worst, and so you're more likely to get hit if you needed to sell at some time to get some quick cash (so higher risk again).

https://www.thisismoney.co.uk/money/investing/arti...

ATM

18,300 posts

220 months

Wednesday 8th January 2020
quotequote all
NRS said:
In addition I'd suspect the volatility of AIM would be worst, and so you're more likely to get hit if you needed to sell at some time to get some quick cash
I am managing my money in such a way that this should just not happen.

Greshamst

2,069 posts

121 months

Wednesday 8th January 2020
quotequote all
ATM said:
Just hunting round places like this and wherever. Surely some of the AIM businesses will eventually make it right? They cant all fail - can they?
It’s been quoted here many times before, from the FT...

“Over the past 20 years, investors would have lost money in 72 per cent of all the companies ever to have listed on Aim, according to the professors, who were part of the team who designed the FTSE 100 index.

Analysing data on the 2,877 companies which have listed on Aim, they calculate that in more than 30 per cent of cases, shareholders lost at least 95 per cent of their investment.”

Skyedriver

17,891 posts

283 months

Wednesday 8th January 2020
quotequote all
Burwood said:
EarlOfHazard said:
SXX up to 5.5p. Would have been good if bought at 3.5p!! Doh!!!!
It's a huge gamble. Greater risk of going to zero.
Was in at an average of around 10p
Gave up at 4.8p
Watched it drop to about 3p
And now AA are interested it's on the climb but I can't see what they can do that Sirius can't except they have more funds to fight the case

Skyedriver

17,891 posts

283 months

Wednesday 8th January 2020
quotequote all
And on the same day as SXX, PHE rise to around .6p
Was in at .41, got out at .32 to relieve the pain......

Not good at this am i ?

egomeister

6,703 posts

264 months

Wednesday 8th January 2020
quotequote all
Skyedriver said:
And now AA are interested it's on the climb but I can't see what they can do that Sirius can't except they have more funds to fight the case
Access to capital is where Sirius fell down - it will be interesting to see how the project progresses now it has a major backer.

Burwood

18,709 posts

247 months

Wednesday 8th January 2020
quotequote all
egomeister said:
Skyedriver said:
And now AA are interested it's on the climb but I can't see what they can do that Sirius can't except they have more funds to fight the case
Access to capital is where Sirius fell down - it will be interesting to see how the project progresses now it has a major backer.
New owner not backer.

Benbay001

5,801 posts

158 months

Wednesday 8th January 2020
quotequote all
Greshamst said:
It’s been quoted here many times before, from the FT...

“Over the past 20 years, investors would have lost money in 72 per cent of all the companies ever to have listed on Aim, according to the professors, who were part of the team who designed the FTSE 100 index.

Analysing data on the 2,877 companies which have listed on Aim, they calculate that in more than 30 per cent of cases, shareholders lost at least 95 per cent of their investment.”
When there are so many great companies out there to invest in, there seems to be a shocking fondness on here and other forums for buying things that have never made a penny of profit. I dont get it.

anonymous-user

55 months

Wednesday 8th January 2020
quotequote all
egomeister said:
Do you get all your share tips from the LSE forums? hehe

The only positive I see in VRS is that it's not as overpriced as it used to be... They seemed to buy legacy businesses to provide a baseline turnover and the jam tomorrow graphene business makes nothing. I also have massive doubts about many of the deals/MOU's they've signed with the Chinese ever coming to fruition.
Applied Graphene materials have never really done much have they rolleyes

Glad I kept out of that one many moons ago when I gave it the once over smile

ATM

18,300 posts

220 months

Thursday 9th January 2020
quotequote all
speedyguy said:
Applied Graphene materials have never really done much have they rolleyes

Glad I kept out of that one many moons ago when I gave it the once over smile
I know its jam tomorrow but surely there will be jam eventually. I'll maybe set a time limit on this one. It's only a couple weeks wages but could change my life.

ATM

18,300 posts

220 months

Thursday 9th January 2020
quotequote all

egomeister

6,703 posts

264 months

Thursday 9th January 2020
quotequote all
Burwood said:
egomeister said:
Skyedriver said:
And now AA are interested it's on the climb but I can't see what they can do that Sirius can't except they have more funds to fight the case
Access to capital is where Sirius fell down - it will be interesting to see how the project progresses now it has a major backer.
New owner not backer.
Poor choice of word on my part... ultimately they provide the financial clout that Sirius didn't have previously

egomeister

6,703 posts

264 months

Thursday 9th January 2020
quotequote all
ATM said:
speedyguy said:
Applied Graphene materials have never really done much have they rolleyes

Glad I kept out of that one many moons ago when I gave it the once over smile
I know its jam tomorrow but surely there will be jam eventually. I'll maybe set a time limit on this one. It's only a couple weeks wages but could change my life.
Why should there surely be jam?!

g4ry13

17,006 posts

256 months

Thursday 9th January 2020
quotequote all
Skyedriver said:
Burwood said:
EarlOfHazard said:
SXX up to 5.5p. Would have been good if bought at 3.5p!! Doh!!!!
It's a huge gamble. Greater risk of going to zero.
Was in at an average of around 10p
Gave up at 4.8p
Watched it drop to about 3p
And now AA are interested it's on the climb but I can't see what they can do that Sirius can't except they have more funds to fight the case
SXX is hardly on the climb though. 5.5p is on the table and that's where share price is sitting.

It's not going to move unless the offer's improved (looks unlikely) or it falls through - in which case the price will drop back.

supercommuter

2,169 posts

103 months

Thursday 9th January 2020
quotequote all
Anyone still in Zioc?

Plaguing my portfolio but i cannot bring myself to sell it :|

Burwood

18,709 posts

247 months

Thursday 9th January 2020
quotequote all
g4ry13 said:
Skyedriver said:
Burwood said:
EarlOfHazard said:
SXX up to 5.5p. Would have been good if bought at 3.5p!! Doh!!!!
It's a huge gamble. Greater risk of going to zero.
Was in at an average of around 10p
Gave up at 4.8p
Watched it drop to about 3p
And now AA are interested it's on the climb but I can't see what they can do that Sirius can't except they have more funds to fight the case
SXX is hardly on the climb though. 5.5p is on the table and that's where share price is sitting.

It's not going to move unless the offer's improved (looks unlikely) or it falls through - in which case the price will drop back.
Exactly, it's not getting some new funding to carry on back to 20p. It's being gobbled up at 5.5p unless it's upped but don't expect 10p. Remember, whoever takes it on is assuming their debts too so it's hardly a bargain. If this deal falls over the Bond holders ($400M issued 17/18) will take over the company and shareholders get zero.

Hobo

5,764 posts

247 months

Thursday 9th January 2020
quotequote all
Well, sold out half of my remaining SXX shares this morning, and if I'm honest and not sure why I didn't sell them all.

With the information coming out, there is no question of disingenuous behavior at play, which whilst doesn't come as shock generally as fully appreciate this goes on all the time, does jar a little as certain things have been told to my face by members of the board which I took at face value.

I still maintain the project is a fantastic one, and will be great for the area, and also the country, but seemingly I won't have been someone who invested at the near start of the journey and saw it complete (and obviously reap the rewards of such). You only have to listen to the AAL investor webchat held in the past few hours to understand the potential of it, and their happiness of a potential deal.

Maybe things will change. Maybe a further offer will come in. Personally, I get the impression this 'discussion' has been going for quite some months, and the company driven down the route of this deal. The board will maintain their positions, no doubt with some getting decent settlements, and the word press will report AAL have saved the company from closure, assuring jobs, etc, etc.

On a financial level, the day trading proved very worthwhile, and helped me recoup significant losses. I just can't bring myself to buy into AAL which I'm sure will do well out of this should the deal go through (although that may change with time).

ATM

18,300 posts

220 months

Thursday 9th January 2020
quotequote all
egomeister said:
ATM said:
speedyguy said:
Applied Graphene materials have never really done much have they rolleyes

Glad I kept out of that one many moons ago when I gave it the once over smile
I know its jam tomorrow but surely there will be jam eventually. I'll maybe set a time limit on this one. It's only a couple weeks wages but could change my life.
Why should there surely be jam?!
I am saying based on the info about the product and the position of the company ... then surely there will be jam tomorrow.

egomeister

6,703 posts

264 months

Thursday 9th January 2020
quotequote all
ATM said:
egomeister said:
ATM said:
speedyguy said:
Applied Graphene materials have never really done much have they rolleyes

Glad I kept out of that one many moons ago when I gave it the once over smile
I know its jam tomorrow but surely there will be jam eventually. I'll maybe set a time limit on this one. It's only a couple weeks wages but could change my life.
Why should there surely be jam?!
I am saying based on the info about the product and the position of the company ... then surely there will be jam tomorrow.
I'm not seeing it personally. Company is worth nearly £150m yet burns millions. I can't make any judgement on the quality of the graphene product, but a lot of the deals they've signed so far are agreements for early stage R&D work, so are a way off commercialisation. There is a lot of talk about the Chinese deals, but I'm sceptical about these - I can't see the Chinese spending loads on UK graphene and suspect they are fishing for info/IP to help with domestic development of the materials.

If some of the deals develop well there could be jam in a few years, but in the meantime the valuation makes no sense to me given there will likely need to be more fundraising to even get close to delivering on the current sales pipeline.