Share tips thread (Vol 2)

Share tips thread (Vol 2)

Author
Discussion

Burwood

18,709 posts

246 months

Monday 8th March 2021
quotequote all
BGARK said:
p1stonhead said:
BGARK said:
p1stonhead said:
They are a car manufacturer who dabble in other stuff.

Some would suggest they are not (only) a car company, that's just a by-product of what they are planning to do.
‘Some’ being people long in TSLA or in the Cult of Musk?

Could they survive at all without tax benefits around at the moment?
I can understand if you have no interest in cars or engineering, Tesla is not for you?

Tesla is one of the most desirable companies in the world for engineers to work for, thus its talent is the best.

Engineers are what you need to succeed.
That’s patently incorrect but some stayed because they got stock options and cashed in. Now the stock is a dog the ‘talent’ will leave. The talent wants the options ‘in the money’ not out.

jammy-git

29,778 posts

212 months

Monday 8th March 2021
quotequote all
Burwood said:
BGARK said:
p1stonhead said:
BGARK said:
p1stonhead said:
They are a car manufacturer who dabble in other stuff.

Some would suggest they are not (only) a car company, that's just a by-product of what they are planning to do.
‘Some’ being people long in TSLA or in the Cult of Musk?

Could they survive at all without tax benefits around at the moment?
I can understand if you have no interest in cars or engineering, Tesla is not for you?

Tesla is one of the most desirable companies in the world for engineers to work for, thus its talent is the best.

Engineers are what you need to succeed.
That’s patently incorrect but some stayed because they got stock options and cashed in. Now the stock is a dog the ‘talent’ will leave. The talent wants the options ‘in the money’ not out.
What? You think some engineers are going to quit their jobs because a stock price went down?!

p1stonhead

25,549 posts

167 months

Tuesday 9th March 2021
quotequote all
jammy-git said:
Burwood said:
BGARK said:
p1stonhead said:
BGARK said:
p1stonhead said:
They are a car manufacturer who dabble in other stuff.

Some would suggest they are not (only) a car company, that's just a by-product of what they are planning to do.
‘Some’ being people long in TSLA or in the Cult of Musk?

Could they survive at all without tax benefits around at the moment?
I can understand if you have no interest in cars or engineering, Tesla is not for you?

Tesla is one of the most desirable companies in the world for engineers to work for, thus its talent is the best.

Engineers are what you need to succeed.
That’s patently incorrect but some stayed because they got stock options and cashed in. Now the stock is a dog the ‘talent’ will leave. The talent wants the options ‘in the money’ not out.
What? You think some engineers are going to quit their jobs because a stock price went down?!
Depends what they are worth when their options vest. Lots stay at companies until they can sell and no later.

mikeiow

5,368 posts

130 months

Tuesday 9th March 2021
quotequote all
p1stonhead said:
Depends what they are worth when their options vest. Lots stay at companies until they can sell and no later.
Well, that statement applies if they were ‘bought’ - often a 2 year retention. However, companies that are purchased are usually for a reason, and the people from that typically niche area are usually very well treated.
Sure, if things go sour, then sometimes the head honchos from that company bugger off for their next gig..but not always!
In IT, at least.....& Tesla *is* an IT company really wink

p1stonhead

25,549 posts

167 months

Tuesday 9th March 2021
quotequote all
mikeiow said:
p1stonhead said:
Depends what they are worth when their options vest. Lots stay at companies until they can sell and no later.
Well, that statement applies if they were ‘bought’ - often a 2 year retention. However, companies that are purchased are usually for a reason, and the people from that typically niche area are usually very well treated.
Sure, if things go sour, then sometimes the head honchos from that company bugger off for their next gig..but not always!
In IT, at least.....& Tesla *is* an IT company really wink
Liar!

I think you’ll find they’re a space company apparently!

NRS

22,169 posts

201 months

Tuesday 9th March 2021
quotequote all
ATM said:
You're still buying the dip then.

I don't wanna discuss Tesla as it seems to annoy some on here.

Big question now is will this become the start of a down trend. I hope so because I'm short and will try to stay short as long as possible.

Furlough schemes extended here in UK.

I'm hearing lot of noise about redundancy where businesses started before the government extended Furlough scheme. Damage done and will start to show or will hide until Furlough actually ends if it ever ends.....

Economy is bad. Everyone keeps telling us Economy is bad right. Shares need to go down then. Simple

I could go on about bubbles - shares and home prices

I could go on about commodity prices rocketing higher pushing up costs

I could go on about government bail out money creating inflation which central banks can't control while printing money causing more inflation

I could go on about interest rate expectations going higher

I could go on about debt at record highs and the risk of defaults becoming a contagion - businesses defaulting or individuals losing jobs or small businesses when government bail outs end for good

I could go on about taxation coming

Keep it simple

Everyone keeps telling us Economy is bad

How can you be a buyer if everyone telling us Economy is bad
You're making the mistake of believing the real economy is linked to the stock market in the same way it did in the past. Instead there's been a decoupling, as all the new printed money ends up in assets (including stocks) after a bit of time in the economy. Hence little inflation in the traditional measures - it doesn't go into the real economy and inflates assets. So when the markets crash it's good for shares prices, as we are know there will be lots of money printing - which ends up in shares. When the economy is doing well it's good for shares as the companies generate a bit more profit to buyback more shares, or pay dividends. You can't lose...

It works until it doesn't.

In reality you're just getting the real inflation due to money being worth less, but if you were outside shares and others assets you'd be in trouble. Hence the growing inequality in current times.

Greshamst

2,061 posts

120 months

Tuesday 9th March 2021
quotequote all
Sorry to interrupt the Tesla thread...


What are the thoughts on GSK being fairly cheap at the moment?
I’ve always thought they’re a good defensive dividend payer, and at £12.50 compared to its usual £15-17 it could be a good opportunity for investment growth, plus future dividend income.

Things working against it are that their could potentially be dividend cuts in the foreseeable future, and also it’s not done very well on creating covid related products, so it’s competitors (Pfizer) are going to have built a big war chest from their vaccine to then take GSK on...

I tend to top up GSK on any big dips and it’s usually done well for me, held in an ISA I think it’s a good long term hold.

bad company

18,577 posts

266 months

Tuesday 9th March 2021
quotequote all
Greshamst said:
Sorry to interrupt the Tesla thread...


What are the thoughts on GSK being fairly cheap at the moment?
I’ve always thought they’re a good defensive dividend payer, and at £12.50 compared to its usual £15-17 it could be a good opportunity for investment growth, plus future dividend income.

Things working against it are that their could potentially be dividend cuts in the foreseeable future, and also it’s not done very well on creating covid related products, so it’s competitors (Pfizer) are going to have built a big war chest from their vaccine to then take GSK on...

I tend to top up GSK on any big dips and it’s usually done well for me, held in an ISA I think it’s a good long term hold.
I’ve been thinking just the same. The divided is well covered so should be secure.

Burwood

18,709 posts

246 months

Tuesday 9th March 2021
quotequote all
jammy-git said:
Burwood said:
BGARK said:
p1stonhead said:
BGARK said:
p1stonhead said:
They are a car manufacturer who dabble in other stuff.

Some would suggest they are not (only) a car company, that's just a by-product of what they are planning to do.
‘Some’ being people long in TSLA or in the Cult of Musk?

Could they survive at all without tax benefits around at the moment?
I can understand if you have no interest in cars or engineering, Tesla is not for you?

Tesla is one of the most desirable companies in the world for engineers to work for, thus its talent is the best.

Engineers are what you need to succeed.
That’s patently incorrect but some stayed because they got stock options and cashed in. Now the stock is a dog the ‘talent’ will leave. The talent wants the options ‘in the money’ not out.
What? You think some engineers are going to quit their jobs because a stock price went down?!
Let's just say you are the engineer who cashed in $100M. I mentioned it on another thread(can't remember his name). Let's say he get's another 100k options with a strike of $800 vesting in 2 years. All good when the stock is $900 but oops it's $550. Does he run off to Nik or stay put earning his stty 1.5M salary? wink That's exactly what happens. It's got zero to do with working for a planet saving Saintly company. It's all about getting rich.

jammy-git

29,778 posts

212 months

Tuesday 9th March 2021
quotequote all
My point was more that stocks go up and down all the time. I very much doubt any engineer is going to hand in their notice based on the stock trajectory over a few days or weeks, or even months. They're going to look at the trend and then it'll play a small part in an overall decision.

BobsPigeon

749 posts

39 months

Tuesday 9th March 2021
quotequote all
Burwood said:
Let's just say you are the engineer who cashed in $100M. I mentioned it on another thread(can't remember his name). Let's say he get's another 100k options with a strike of $800 vesting in 2 years. All good when the stock is $900 but oops it's $550. Does he run off to Nik or stay put earning his stty 1.5M salary? wink That's exactly what happens. It's got zero to do with working for a planet saving Saintly company. It's all about getting rich.
I'm an engineer, now I'm not saying I wouldn't fro if I had a big windfall, it's not quite how senior and chief engineers think, there is a lot of project delivery pride and reward that goes along with these sort of positions. The engineers in the team leads and on the tools at Tesla would not have the ability to cash in lottery money share options I wouldn't have thought.

As an aside, anyone who works in finance on here want to comment on what they would do it their CEO announced he was moving the businesses treasury reserves into Bitcoin overnight? Think that might be a bigger issue for professional difference of opinions myself.

Brother D

3,720 posts

176 months

Tuesday 9th March 2021
quotequote all
Brother D said:
Brother D said:
Brother D said:
$EYES up +133% today and a quick punt for a lofty $40 profit, but may have some room to run
$EYES now at 370%
$EYES now at 500%

Slightly regret getting out of that now...
$EYES up another 70% PM. Glad I took another punt.

So from $1.72 when first mentioned to currently around $20 PM

g4ry13

16,986 posts

255 months

Tuesday 9th March 2021
quotequote all
Out of interest, what's the difference between this thread and the "other" thread?

Seems like it's just people reporting on stty small cap stocks they punted on here lately aside from the Tesla discussion.

bad company

18,577 posts

266 months

Tuesday 9th March 2021
quotequote all
g4ry13 said:
Out of interest, what's the difference between this thread and the "other" thread?

Seems like it's just people reporting on stty small cap stocks they punted on here lately aside from the Tesla discussion.
Yep, it’s like that lately. People willy waving about apparently making shed loads of $’s by shorting small caps. Maybe it’s all true, I don’t know but the thread doe seem to have lost it’s way.

Greshamst

2,061 posts

120 months

Tuesday 9th March 2021
quotequote all
I’ve always seen this thread as the more thinking man’s thread for shares...
And the other penny stocks and punting thread for the LSE message board sounding folks.

But it seems it’s no longer really like that.

vulture1

12,220 posts

179 months

Tuesday 9th March 2021
quotequote all
They are getting inter mixed now. The gamble thread for a long time wasnt so much a gamble as people talked about bigger named companies and why they were going to rise.

Brother D

3,720 posts

176 months

Tuesday 9th March 2021
quotequote all
bad company said:
g4ry13 said:
Out of interest, what's the difference between this thread and the "other" thread?

Seems like it's just people reporting on stty small cap stocks they punted on here lately aside from the Tesla discussion.
Yep, it’s like that lately. People willy waving about apparently making shed loads of $’s by shorting small caps. Maybe it’s all true, I don’t know but the thread doe seem to have lost it’s way.
OK I'm completely lost - I thought this was 'Share tips thread'?

How about you both lay out the rules we all have to abide by so you don't get upset if someone posts a tip that pans out profitable?




ferrisbueller

29,327 posts

227 months

Tuesday 9th March 2021
quotequote all
Further to the musings about GSK earlier, anyone have any thoughts on Unilever?

Luke.

10,995 posts

250 months

Tuesday 9th March 2021
quotequote all
ferrisbueller said:
Further to the musings about GSK earlier, anyone have any thoughts on Unilever?
Good to see this thread's gone all grown up again.

hehe

g4ry13

16,986 posts

255 months

Tuesday 9th March 2021
quotequote all
Brother D said:
bad company said:
g4ry13 said:
Out of interest, what's the difference between this thread and the "other" thread?

Seems like it's just people reporting on stty small cap stocks they punted on here lately aside from the Tesla discussion.
Yep, it’s like that lately. People willy waving about apparently making shed loads of $’s by shorting small caps. Maybe it’s all true, I don’t know but the thread doe seem to have lost it’s way.
OK I'm completely lost - I thought this was 'Share tips thread'?

How about you both lay out the rules we all have to abide by so you don't get upset if someone posts a tip that pans out profitable?
There was obviously some logic which I missed between having this thread and then feeling the need to create a "what's your big gamble?" thread

In the past I have seen the small cap stock ramps scorned and it currently seems to me that there's almost no differentiation between the two threads.