Share tips thread (Vol 2)

[GliderRider]

menousername said:

I do not want to put too much more at risk but what I am looking to do is take One or two small punts, for want of a better word, where I am prepared to lose a few hundred if it goes wrong.

Two shares that have performed very nicely for me are AB Dynamics (ABDP) who make automated equipment for testing vehicles and sell it around the world, and Hutchinson China Meditech (HCM) who do anti-cancer medicines.

[gretsch-drummer]

Well I hope no one took any notice when I said Royal mail shares were looking good. I'm down £120 from being up £100 a week and a half ago. Now down to 317p.

Bugger.

[supercommuter]

gretsch-drummer said:

Well I hope no one took any notice when I said Royal mail shares were looking good. I'm down £120 from being up £100 a week and a half ago. Now down to 317p.

Bugger.

Could be worse. I am down £2k now in the past few months on my portfolio

Not a real loss until i sell tho.........keep telling myself that!

[elanfan]

Bushveld Minerals tipped on hereby vyse has continued its upward trend forum the 30odd pence at tip date and is now at 47 p ish. I’ve seen elsewhere they are predicting 90p.

Earlier today a group called Golden Summit Intrrnational registered in the British Virgin Islands with no obvious owners/backers (my googlefu skills might be lacking but I can find little on them) increased its stake to just under 5%

[GliderRider]

GliderRider said:

menousername said:

I do not want to put too much more at risk but what I am looking to do is take One or two small punts, for want of a better word, where I am prepared to lose a few hundred if it goes wrong.

Two shares that have performed very nicely for me are AB Dynamics (ABDP) who make automated equipment for testing vehicles and sell it around the world, and Hutchinson China Meditech (HCM) who do anti-cancer medicines.

Well, AB Dynamics went up 7% today , but it looks as though I put the 'Murray Walker kiss of death' on Hutchinson China Meditech by mentioning them. Up 14% yesterday, down 19.38% today... They're still up 279% from when I got them, so I can't complain.

Edited by GliderRider on Friday 16th November 15:53

[fut1a]

Immupharma (IMM) up 43% today. Ended at 18.10p, I got in at 13.4p. You just could not buy the shares when the market was closing today. Rumours are there was a leak in the company and news is coming. Advice is buy and hold.

Remember shares go North and South. Do your own research.

[egomeister]

fut1a said:

Immupharma (IMM) up 43% today. Ended at 18.10p, I got in at 13.4p. You just could not buy the shares when the market was closing today. Rumours are there was a leak in the company and news is coming. Advice is buy and hold.

Remember shares go North and South. Do your own research.

Why? What are you expecting from them except a punt?

[FredClogs]

egomeister said:

fut1a said:

Immupharma (IMM) up 43% today. Ended at 18.10p, I got in at 13.4p. You just could not buy the shares when the market was closing today. Rumours are there was a leak in the company and news is coming. Advice is buy and hold.

Remember shares go North and South. Do your own research.

Why? What are you expecting from them except a punt?

Have a look at the chart, shot up today to 18p but the 52 week high is 180p, so they'll be folk out there grinding their teeth. The company has a cure for Lupus and other auto immune disorders in development, I've been watching them for a year or so and as soon as MTFB pays off I might invest but I wouldn't rush in just now.

MTFB eh fellas... Any day now...

[egomeister]

FredClogs said:

Have a look at the chart, shot up today to 18p but the 52 week high is 180p, so they'll be folk out there grinding their teeth. The company has a cure for Lupus and other auto immune disorders in development, I've been watching them for a year or so and as soon as MTFB pays off I might invest but I wouldn't rush in just now.

MTFB eh fellas... Any day now...

Yeah, I bought at mid 40's followed it up to 180 and stupidly didn't take any profits before it failed it's Phase III trial. Sold out at low 30's and watched it drift down since. If they do have a cure for Lupus it's not been proven and will require a boat load of cash to get anything anywhere near to market. It was a stonking short after the PIII fail, which I would have jumped on if I had a spread betting account. I've not seen anything to suggest it's investable since.

[Vyse]

https://www.proactiveinvestors.co.uk/companies/new...

Yes that is correct the broker recently revised the target price by over 100%.

BMN aims to expand vanadium production to 10,000 tonnes per year. It costs BMN $35,000 to extract and process vanadium but at current prices sells for $120,000 per ton. Once they reach the 10,000 tonnes they will rake in $629m per year. As mentioned previously vanadium is currently is in big demand and is likely to stay this way for at least the next 3 years. The price of the metal has still to rise further yet which will again further increase profits. I dont think there is any other AIM share that brings in as much money as Bushveld even at current production levels of 3700 tonnes per year.

The above is only part of the BMN story and does not factor in the imminent dividend news, brown field site acquisition, VRFB ESKOM news, Afritin spin off.

Anything below 50p I still consider a very good entry point IMO.

Of course please DYOR.

elanfan said:

Bushveld Minerals tipped on hereby vyse has continued its upward trend forum the 30odd pence at tip date and is now at 47 p ish. I’ve seen elsewhere they are predicting 90p.

Earlier today a group called Golden Summit Intrrnational registered in the British Virgin Islands with no obvious owners/backers (my googlefu skills might be lacking but I can find little on them) increased its stake to just under 5%

[red_slr]

Urgh FB getting painful now!

[Burwood]

red_slr said:

Urgh FB getting painful now!

It was discussed a while back. One side saying FB was too big to fail but it’s model is based on acquiring your data and selling it down the river. It’s an insidious platform. One i’ll Do my best to delay my kids using. Same as Instagram. Mostly used by vacuous wannabe social climbers.

In short FB has issues.

[NRS]

Burwood said:

red_slr said:

Urgh FB getting painful now!

It was discussed a while back. One side saying FB was too big to fail but it’s model is based on acquiring your data and selling it down the river. It’s an insidious platform. One i’ll Do my best to delay my kids using. Same as Instagram. Mostly used by vacuous wannabe social climbers.

In short FB has issues.

Not saying it will be the same now, but there is a thread on Pistonheads where people were saying exactly the same thing many years ago, and that it was overpriced etc. Was updated sporadically. I think some of the people on there made something like 300% and more profit, all the while some others were saying the same as you throughout the years.

[Burwood]

I make no comment on its share price. I’m sure it could pop 20-30% Over the long term. Short term, nope. Headwinds everywhere on a macro and micro level.

Personally I’ve never thought FB advertising works. I’m no fan of zuckerburg. Never have been so sure, I’m biased.

I’d happily buy Apple and goog and just do nothing. In 20 years they’ll be worth kazillions
And a bit of msft

[shopper150]

Burwood said:

I make no comment on its share price. I’m sure it could pop 20-30% Over the long term. Short term, nope. Headwinds everywhere on a macro and micro level.

Personally I’ve never thought FB advertising works. I’m no fan of zuckerburg. Never have been so sure, I’m biased.

I’d happily buy Apple and goog and just do nothing. In 20 years they’ll be worth kazillions
And a bit of msft

Is GOOG not in the same boat when it comes to data collection etc?

[Jambo85]

Burwood said:

Personally I’ve never thought FB advertising works. I’m no fan of zuckerburg. Never have been so sure, I’m biased.

I don't like the idea of it all nor Zyckerburg either and would have wholeheartedly agreed with you a few months ago.

I then set up a business page for a hobby enterprise I have on the side and had my eyes opened greatly. The power this company has to get your product into the minds of your chosen demographic is quite amazing, or terrifying depending on your perspective.

Their advertising rates are very low compared with TV etc., IMO that is likely to change.

[Burwood]

shopper150 said:

Burwood said:

I make no comment on its share price. I’m sure it could pop 20-30% Over the long term. Short term, nope. Headwinds everywhere on a macro and micro level.

Personally I’ve never thought FB advertising works. I’m no fan of zuckerburg. Never have been so sure, I’m biased.

I’d happily buy Apple and goog and just do nothing. In 20 years they’ll be worth kazillions
And a bit of msft

Is GOOG not in the same boat when it comes to data collection etc?

I think they are all at it and the wagons are circling. Many countries have billions in fines to hand out. I think the big difference is FB user base is mainly family/kids so the perception of data mining is completely different to that of Google. The result is clearly the same or very similar. Added, it's FB who gets in the news for fake content, meddling in democracy and allowing so much dodgy content.

[Stedman]

Burwood said:

red_slr said:

Urgh FB getting painful now!

It was discussed a while back. One side saying FB was too big to fail but it’s model is based on acquiring your data and selling it down the river. It’s an insidious platform. One i’ll Do my best to delay my kids using. Same as Instagram. Mostly used by vacuous wannabe social climbers.

In short FB has issues.

This is exactly why I struggle to understand why Fundsmith have bought up FB

[williaa68]

elanfan said:

fellatthefirst said:

Aviva share price has been in steady decline for a while though...

and yet they are now £4.33 up 17p or 4% on my tip price in just 2 weeks!

Edited by elanfan on Saturday 10th November 18:06

Sadly not any more, now back to where they where when you tipped them! Aviva turning into my worst investment of the year, down almost 13% from where I bought it in September. I'm holding for the yield but given that is now heading towards 7% one can't help but think that a dividend cut might be on the cards and then the stock really will get battered!

[Condi]

Burwood said:

In short FB has issues.

It does, but mainly because 15 years ago it didnt exist, 12 years ago it was tiny startup and now it is one of the most valuable companies on the planet. Expecting any business to do what they've done without issues is probably asking too much.


Their ability to deliver advertising to your exact demographic, however, and then to analyse the effectiveness of that advertising is second to non. It makes TV or print advertising look like carpet bombing vs a Facebook 'laser guided missile'.


Usage of their platform is definitely going down, but thats probably just the platform maturing and users coming to terms with what it does/ can do, than any rapid implosion like MySpace and MSN Messenger saw in the mid/late 2000's.

Edited by Condi on Sunday 18th November 23:03