Share tips thread (Vol 2)

Share tips thread (Vol 2)

Author
Discussion

Kingdom35

940 posts

86 months

Thursday 9th August 2018
quotequote all
Anyone thought about investing in Ola....Ubers rival?

Not sure who owns the company or what the Share Code is...even if its listed to be honest. I just think these two companies maybe the way forward

red_slr

17,266 posts

190 months

Thursday 9th August 2018
quotequote all
How long would you guys hold FB? I bought some in the dip...

FredClogs

14,041 posts

162 months

Thursday 9th August 2018
quotequote all
red_slr said:
How long would you guys hold FB? I bought some in the dip...
Forever.

bmwmike

6,954 posts

109 months

Thursday 9th August 2018
quotequote all
Amazon close to all time high, an GBP low at the moment, seems like a good time to exit... Anyone got a crystal ball to know how low GBP might go..

Burwood

18,709 posts

247 months

Thursday 9th August 2018
quotequote all
bmwmike said:
Amazon close to all time high, an GBP low at the moment, seems like a good time to exit... Anyone got a crystal ball to know how low GBP might go..
Support at 125

ATM

18,300 posts

220 months

Monday 13th August 2018
quotequote all
ATM said:
ATM said:
FredClogs said:
ATM said:
FredClogs said:
MTFB is on countdown now... Hold on to your hats gents (obviously dyor etc...)
At last.

What timeframe?
Anytime in the next 3 years... wink

Seriously... Today there is an rns saying they've extended patents on iclaprim to 2037 and the FDA should accept the NDA by next week, I believe, that will be the 3 months since the application.

All that said the sp hasn't done anything today so it's back to biting the finger nails...
I get bored reading the forum stories about price manipulation. Surely after NDA approval we should be worth good money.
Some large volume going through now. Something seems to have woken up about 1pm. Maybe it's the US boys getting involved.
11 million share trade went through 4pm today.

FredClogs

14,041 posts

162 months

Monday 13th August 2018
quotequote all
ATM said:
11 million share trade went through 4pm today.
That's the Amp sell off to repay their loan facility (that's word on lse anyway) . Someone at AMP is going to be close to murder if we get the FDA acceptance next week, surely. The good news I guess is that there is strong demand for a piece of the company from major players. Even if its shenanigans for a cheap buy out at this point I don't care I just want my profit and to get out!

ATM

18,300 posts

220 months

Monday 13th August 2018
quotequote all
FredClogs said:
That's the Amp sell off to repay their loan facility (that's word on lse anyway) . Someone at AMP is going to be close to murder if we get the FDA acceptance next week, surely. The good news I guess is that there is strong demand for a piece of the company from major players. Even if its shenanigans for a cheap buy out at this point I don't care I just want my profit and to get out!
You don't see a long term hold here?

FredClogs

14,041 posts

162 months

Monday 13th August 2018
quotequote all
ATM said:
You don't see a long term hold here?
I'm no expert on the medical application or the business case. My feeling is that one of the big pharma companies will buy Motif if the prospect is a sound commercial proposition. I've been holding for 2 years so at this point I just want my profit wink

I'm not sure that antibiotics represent a sound commercial business alone, the strong pressure to prescribe fewer and fewer and the diminishing returns when doctors do means the antibiotics industry is stuck in an arkward paradox and I don't see a way out such that a small start up could really have a linear ride up and up in the long run.

75p and I'm out.

Shnozz

27,495 posts

272 months

Monday 13th August 2018
quotequote all
I must say I made it a rule of mine to go nowhere near pharmas (and AIM O&G) after a few flukey "wins" and several dramatic fails. From a few mates working at the biggies I simply do not believe any of these minnows can go under the radar with any genius solution or discovery. Long before that they would have caught the attention of a big player, bought out handsomely and quietly get absorbed into the monster.

I wish you well with your investment and hope it proves me wrong.

FredClogs

14,041 posts

162 months

Tuesday 14th August 2018
quotequote all
Thanks, we'll see. RNS today on the FDA acceptance and the date is set for 13th Feb, I think we can.expect a significant rerate from now, but we'll see.

ATM

18,300 posts

220 months

Tuesday 14th August 2018
quotequote all
FredClogs said:
Thanks, we'll see. RNS today on the FDA acceptance and the date is set for 13th Feb, I think we can.expect a significant rerate from now, but we'll see.
I'm seeing a 4% rise in the UK share today but then a 12% rise in the USA share so far. Surely they should follow right, unless the GBP USD swings wildly?

g4ry13

17,006 posts

256 months

Tuesday 14th August 2018
quotequote all
Any thoughts on Debenhams? I've been watching them the last few months. Initially the large dividend yield attracted me but the threat of them going to the wall / slashing it was enough to keep me away with all their profit warnings. Now it looks like Mike is going to step in and swoop it up. Who knows what happens next if he does that. It'll be quite the challenge.

ATM

18,300 posts

220 months

Wednesday 15th August 2018
quotequote all
g4ry13 said:
Any thoughts on Debenhams? I've been watching them the last few months. Initially the large dividend yield attracted me but the threat of them going to the wall / slashing it was enough to keep me away with all their profit warnings. Now it looks like Mike is going to step in and swoop it up. Who knows what happens next if he does that. It'll be quite the challenge.
He's just bought house of Fraser too right and he already owned 30% of Debenhams?

Didn't he lose 150m a few years ago betting on a bank - was it hsbc?

g4ry13

17,006 posts

256 months

Wednesday 15th August 2018
quotequote all
ATM said:
g4ry13 said:
Any thoughts on Debenhams? I've been watching them the last few months. Initially the large dividend yield attracted me but the threat of them going to the wall / slashing it was enough to keep me away with all their profit warnings. Now it looks like Mike is going to step in and swoop it up. Who knows what happens next if he does that. It'll be quite the challenge.
He's just bought house of Fraser too right and he already owned 30% of Debenhams?

Didn't he lose 150m a few years ago betting on a bank - was it hsbc?
He owns just under 30% of Debenhams.

I believe he lost a rather tidy sum spread betting on HBOS.

red_slr

17,266 posts

190 months

Thursday 16th August 2018
quotequote all
FB taking another hit today.

guindilias

5,245 posts

121 months

Friday 17th August 2018
quotequote all
As are Nvidia -great earnings, but poor guidance for the next quarter. John Deere would need to come up with something good for me to even break even.

*Badger*

530 posts

177 months

Friday 17th August 2018
quotequote all
PHE up 14% on the day but still a long way to recover

ATM

18,300 posts

220 months

Friday 17th August 2018
quotequote all
*Badger* said:
PHE up 14% on the day but still a long way to recover
Could just be a bounce before going lower.

guindilias

5,245 posts

121 months

Monday 20th August 2018
quotequote all
Closed John Deere at a decent profit. BABA looking like a good buy with earnings on Thursday.