Share tips thread (Vol 2)

Share tips thread (Vol 2)

Author
Discussion

Kingdom35

940 posts

86 months

Wednesday 6th June 2018
quotequote all
The Voice said:
One of the most undervalued shares in existence I think. Is bound to rerate soon.

Currently up 12% as I type. I can see this recovering back to 30-40p before long.
What are you basing your undervalued statement on? Out of interest.

guindilias

5,245 posts

121 months

Wednesday 6th June 2018
quotequote all
An earlier than usual CFD taken out last night on MU (Micron), at x10, up 11% so far. Earnings call isn't until the 20th though, so who knows what'll happen between now and then... wobble

Oh, and a spur of the moment CFD at x10 taken out on SKY.L - up a staggering 0.41%! Don't think that one is going to be a life-changer... biggrin

Edited by guindilias on Wednesday 6th June 16:45

bmwmike

6,954 posts

109 months

Wednesday 6th June 2018
quotequote all
bmwmike said:
bmwmike said:
AMZN - bubble that's popping or an opportunity for topping ?



Edited by bmwmike on Wednesday 28th March 15:20
Looking good
Up another $100 since May 23rd. Crazy. Is anyone invested in AMZN here and are your fingers hovering over the sell button ?

Jambo85

3,319 posts

89 months

Thursday 7th June 2018
quotequote all
bmwmike said:
Up another $100 since May 23rd. Crazy. Is anyone invested in AMZN here and are your fingers hovering over the sell button ?
Isn't it phenomenal. Anyone who has been invested for a while would be nuts not to take some profit but all the same I think Amazon are only just getting started with their domination of retail.

bmwmike

6,954 posts

109 months

Thursday 7th June 2018
quotequote all
Jambo85 said:
bmwmike said:
Up another $100 since May 23rd. Crazy. Is anyone invested in AMZN here and are your fingers hovering over the sell button ?
Isn't it phenomenal. Anyone who has been invested for a while would be nuts not to take some profit but all the same I think Amazon are only just getting started with their domination of retail.
Feels more like roulette at this stage tbh. I am thinking of selling but I'd bought them for very long term. If they dropped I'd buy back in. So, what's the point of selling other than the emotional impact of them dropping like a stone (if only, says half of me).

Amazon are going harder into Google's advertising space. It'll be interesting to see if it impacts Google significantly. I do think AWS has the edge over Google cloud, whereas I think Google has the edge over AI and of course a more mature advertising platform with android etc. Amazon making inroads there with their alexa etc.








The Voice

204 posts

150 months

Thursday 7th June 2018
quotequote all
Kingdom35 said:
The Voice said:
One of the most undervalued shares in existence I think. Is bound to rerate soon.

Currently up 12% as I type. I can see this recovering back to 30-40p before long.
What are you basing your undervalued statement on? Out of interest.
Current MCap: £24m
Cash in the bank and other assets: £8m-£10m
Fully funded, regular income from 2 x East Denver wells (soon to be 8), no need for placings or death spiral financing like so many others.

When you look at the scale and potential of their projects (npv valuations etc) it makes the current MCap look ridiculous.

East Denver drilling operations with partners True Oil who are paying for all drilling costs and HNR get a risk free 7.5% free carry, brand new West Denver drilling project (potential 48 wells), brand new nitrogen drilling project, DTU, Helios 2...









Edited by The Voice on Thursday 7th June 11:05

Jambo85

3,319 posts

89 months

Thursday 7th June 2018
quotequote all
The Voice said:
Kingdom35 said:
The Voice said:
One of the most undervalued shares in existence I think. Is bound to rerate soon.

Currently up 12% as I type. I can see this recovering back to 30-40p before long.
What are you basing your undervalued statement on? Out of interest.
Current MCap: £24m
Cash in the bank and other assets: £8m-£10m
Fully funded, regular income, no need for placings or death spiral financing like so many others.

When you look at the scale and potential of their projects (npv valuations etc) it makes the current MCap look ridiculous.

East Denver drilling operations, brand new West Denver drilling project (potential 48 wells), brand new nitrogen drilling project, DTU, Helios 2...
But no dividend at a glance, have they made any suggestions that they may start to pay one? Have they got the cashflow to do it? Most shale companies do not...

Jambo85

3,319 posts

89 months

Thursday 7th June 2018
quotequote all
bmwmike said:
Jambo85 said:
bmwmike said:
Up another $100 since May 23rd. Crazy. Is anyone invested in AMZN here and are your fingers hovering over the sell button ?
Isn't it phenomenal. Anyone who has been invested for a while would be nuts not to take some profit but all the same I think Amazon are only just getting started with their domination of retail.
Feels more like roulette at this stage tbh. I am thinking of selling but I'd bought them for very long term. If they dropped I'd buy back in. So, what's the point of selling other than the emotional impact of them dropping like a stone (if only, says half of me).
Sell half then smile

The Voice

204 posts

150 months

Thursday 7th June 2018
quotequote all
Jambo85 said:
The Voice said:
Kingdom35 said:
The Voice said:
One of the most undervalued shares in existence I think. Is bound to rerate soon.

Currently up 12% as I type. I can see this recovering back to 30-40p before long.
What are you basing your undervalued statement on? Out of interest.
Current MCap: £24m
Cash in the bank and other assets: £8m-£10m
Fully funded, regular income, no need for placings or death spiral financing like so many others.

When you look at the scale and potential of their projects (npv valuations etc) it makes the current MCap look ridiculous.

East Denver drilling operations, brand new West Denver drilling project (potential 48 wells), brand new nitrogen drilling project, DTU, Helios 2...
But no dividend at a glance, have they made any suggestions that they may start to pay one? Have they got the cashflow to do it? Most shale companies do not...
Correct no dividend, but I think it’s too early in the company’s history to expect one - they are ploughing all monies into new acquisitions and growth.

Kingdom35

940 posts

86 months

Thursday 7th June 2018
quotequote all
The Voice said:
Current MCap: £24m
Cash in the bank and other assets: £8m-£10m
Fully funded, regular income from 2 x East Denver wells (soon to be 8), no need for placings or death spiral financing like so many others.

When you look at the scale and potential of their projects (npv valuations etc) it makes the current MCap look ridiculous.

East Denver drilling operations with partners True Oil who are paying for all drilling costs and HNR get a risk free 7.5% free carry, brand new West Denver drilling project (potential 48 wells), brand new nitrogen drilling project, DTU, Helios 2...

Interesting read, ive read a few articles regarding P/E Ratio etc. I probably need to go on an investors course. But then sometimes I guess its based on gut instincts as well as fundamentals.

Ive used a few websites, British Bull seems a decent one. What I cant work out is when people have target prices, what are they basing these on in the sense of if its SP is 20p at present and people are saying 30-40p, is this based on Profit Projections.








Edited by The Voice on Thursday 7th June 11:05

Iamnotkloot

1,431 posts

148 months

Thursday 7th June 2018
quotequote all
Well, I've been following this thread for ages so was thinking I'd better post my thoughts just to give something back!

Just sold BP. for a little 7.5% profit (incl. div) and I'm happy with that as I'm currently being a dividend whor% and trying only to pick decent div payers with friendly looking yearly graphs.

So after BP. where? Looked at a few (loads if I'm honest) and ended up with FERG (ex Wolseley) for the special div on the 11th and then a decision whether to hold or sell up before the latest results (19th). It's a smaller window than I'd normally hold a share (more typically 2-3 months) but I'll watch it closely and decide......

Also put a little into SXX, SEE and OPTI but these are speculative, no divi and are worth <15% in total of the portfolio....

Good luck to all on here smile

eps

6,297 posts

270 months

Thursday 7th June 2018
quotequote all
Surely the best idea when investing in Divi Payers is to DRIP it back in and earn compound amounts?

Iamnotkloot

1,431 posts

148 months

Thursday 7th June 2018
quotequote all
eps said:
Surely the best idea when investing in Divi Payers is to DRIP it back in and earn compound amounts?
Quite possibly - but I'm only in the shares shortish/medium term and all my research is on whether they are a good stock in the here and now, not in the future, so I can't invest in long term stocks for constant divi's without changing the way I conduct my research. And I don't want to do that (not whilst it's working so well, which since I started in Jan, it is).

It's, I guess, another way of doing divi stocks and, so far, so good.

Jambo85

3,319 posts

89 months

Thursday 7th June 2018
quotequote all
Iamnotkloot said:
eps said:
Surely the best idea when investing in Divi Payers is to DRIP it back in and earn compound amounts?
Quite possibly - but I'm only in the shares shortish/medium term and all my research is on whether they are a good stock in the here and now, not in the future, so I can't invest in long term stocks for constant divi's without changing the way I conduct my research. And I don't want to do that (not whilst it's working so well, which since I started in Jan, it is).

It's, I guess, another way of doing divi stocks and, so far, so good.
I am certainly no expert - but surely you've played the oil price rise more than anything else there?

Greshamst

2,072 posts

121 months

Thursday 7th June 2018
quotequote all
Iamnotkloot said:
all my research is on whether they are a good stock in the here and now, not in the future
That sounds like the worst investment strategy I've ever heard.

FredClogs

14,041 posts

162 months

Thursday 7th June 2018
quotequote all
Greshamst said:
Iamnotkloot said:
all my research is on whether they are a good stock in the here and now, not in the future
That sounds like the worst investment strategy I've ever heard.
It's worked for him... (since January)

Talking of divvie payers? Anyone buying RPC? I'm (not for the first time) flummoxed by the market reaction to RPC over the last 6 months and this week was the nail in the coffin, I'm buying more, fk the turtles and fish, humans aren't going to give up plastic trays and bottles any time soon.

emicen

8,597 posts

219 months

Friday 8th June 2018
quotequote all
FredClogs said:
It's worked for him... (since January)

Talking of divvie payers? Anyone buying RPC? I'm (not for the first time) flummoxed by the market reaction to RPC over the last 6 months and this week was the nail in the coffin, I'm buying more, fk the turtles and fish, humans aren't going to give up plastic trays and bottles any time soon.
Funnily enough I was thinking similar about their current status when I saw the snippet about their price tanking on the bbc business live feed this week.

Yes, it’s very much current agenda to decry plastics but there’s not an immediate solution sitting ready.

Alrey87

285 posts

106 months

Friday 8th June 2018
quotequote all
The Voice said:
Correct no dividend, but I think it’s too early in the company’s history to expect one - they are ploughing all monies into new acquisitions and growth.
Well it looks like things are picking up for HNR. Not sure who and why the price wasn't being forced down but it's going up Day on day now. Hopefully get some fair value as I have around 100k shares over there!

bad company

18,642 posts

267 months

Friday 8th June 2018
quotequote all
Talking of divi payers. Investors Chronicle tipping Centamin CEY.L, they say over sold & now cheap. Tempted but I don’t want to ‘catch a falling knife ‘.

Zippee

13,474 posts

235 months

Friday 8th June 2018
quotequote all
emicen said:
FredClogs said:
It's worked for him... (since January)

Talking of divvie payers? Anyone buying RPC? I'm (not for the first time) flummoxed by the market reaction to RPC over the last 6 months and this week was the nail in the coffin, I'm buying more, fk the turtles and fish, humans aren't going to give up plastic trays and bottles any time soon.
Funnily enough I was thinking similar about their current status when I saw the snippet about their price tanking on the bbc business live feed this week.

Yes, it’s very much current agenda to decry plastics but there’s not an immediate solution sitting ready.
That and I believe a lot of the plastics they produce are out of scope for many of the bans. I bought in a couple of days ago, only a small holding of 300 shares but good for the medium term I feel.