Share tips thread (Vol 2)

[siovey]

The best time to buy ASOS was at 20p, when I sold all mine!

[supercommuter]

FredClogs said:

Skyedriver said:

Asos & Boo Hoo anyone, (I have a small amount of boo) worth picking up at this low point? Or pass the bargepole....

Avoid.

Asos profit warning is a big shock to many who thought that online retailing was some sort of magic money making paradigm. High fashion, highly fickle customers, very high P/E, high risk.

Shifted all of my BOOHOO ages ago, would not consider buying into fashion stocks. As mentioned about very fickle customer base with fashions changing all the time and retailers falling out of favour just destroys a brand/company overnight.

[p1stonhead]

supercommuter said:

FredClogs said:

Skyedriver said:

Asos & Boo Hoo anyone, (I have a small amount of boo) worth picking up at this low point? Or pass the bargepole....

Avoid.

Asos profit warning is a big shock to many who thought that online retailing was some sort of magic money making paradigm. High fashion, highly fickle customers, very high P/E, high risk.

Shifted all of my BOOHOO ages ago, would not consider buying into fashion stocks. As mentioned about very fickle customer base with fashions changing all the time and retailers falling out of favour just destroys a brand/company overnight.

Me too. Broke even in the end but was way up at one point.

[elanfan]

FredClogs said:

elanfan said:

FredClogs said:

elanfan said:

So have you bought back in? Was around £7.25 just now. Is there going to be a bid before the deadline?

No, I got out about even after being in for over a year so I've had a divi too, I haven't got the bottle, it would be a binary trade at this point, either a bid from the PE boys and over £9 or no bid and under £6... I've not got the nerve. There's a lot of of money on it though, we'll know next week.

Been watching RPC since your post (hadn’t even heard of them before). There seems to be a hell of a lot of disclosure forms EPIT/DI by some big players being issued this morning including some on behalf of Apollo and Bain. Forms from Barclays Capital, Credit Suisse, Goldman Sachs, L&G etc. With deadline for takeover looming on Monday either they know something or feel they can make a few quid in the dip?? Am I reading this right?

Yes, there's a lot of big hedges and cfds being disclosed. I don't pretend to understand it.

The business itself is good though I believe, creative accounting aside it makes cash and seemingly always will. Theres been a shareholder coup it seems to me, but I'm out now, unless it crashes next week.

Well Fred it has crashed to£6.40ish are you back in? Only one bidder left in the running with a deadline of 23/12. I don’t understand why they think a PE firm would offer &9/10 when they could buy the shares at the current price.

Noticed MTFB tipped at 26p here and currently 24.5p if their new antibiotic takes off/is fully approved etc it should fly shouldn’t it. Think one of the brokers tipped it at over a £1 a few months back. With so much potential it’s weird that it’s dropping.

[FredClogs]

elanfan said:

Well Fred it has crashed to£6.40ish are you back in? Only one bidder left in the running with a deadline of 23/12. I don’t understand why they think a PE firm would offer &9/10 when they could buy the shares at the current price.

Noticed MTFB tipped at 26p here and currently 24.5p if their new antibiotic takes off/is fully approved etc it should fly shouldn’t it. Think one of the brokers tipped it at over a £1 a few months back. With so much potential it’s weird that it’s dropping.

My portfolio now showing more red than a very red thing. I haven't got the stomach or profits to take to buy another tranche but I do think it's still a good long term buy at these prices even if the PE buyout fails to come through.

As for motif I'm showing a loss for the first time in 2 years but will hold for the fda approval, Feb 13th... After that I'll be rich... Rich I tell you...

[NRS]

elanfan said:

Noticed MTFB tipped at 26p here and currently 24.5p if their new antibiotic takes off/is fully approved etc it should fly shouldn’t it. Think one of the brokers tipped it at over a £1 a few months back. With so much potential it’s weird that it’s dropping.

They tend to be boom or bust - if they get some drug approved etc and bought up by a large company then it's party time. If they don't then a lot of these can drop 30% in a day on some bad news.

A general thing is AIM stocks recommended on here are good not to hold long term - not sure any have made it really? Often get the early posting from someone that held a bit cheaper, some others jump in when it's posted as good. Then a while later someone pops up and asks why it is going down when everything looks so good.

(Not a direct comment on MTFB in that I don't know it, but most seem to follow this trend).

[limpsfield]

A dire month for stock markets so far - the US indices are heading for their worst performance since 1931, but still two weeks to go.

https://www.cnbc.com/2018/12/17/worst-start-to-dec...

[Skyedriver]

limpsfield said:

A dire month for stock markets so far - the US indices are heading for their worst performance since 1931, but still two weeks to go.

https://www.cnbc.com/2018/12/17/worst-start-to-dec...

Watching Squawk (on catch up) as we speak and it ain't looking good. Where's Santa?? All this red and not a sign of his long red coat. OMG just realised he's been in a crash.

Too late now to take the money and close all my funds, still get income anyway so prob worth holding but it's not a good time when you are ready to start drawing from it anyway (pension).

[p1stonhead]

Skyedriver said:

limpsfield said:

A dire month for stock markets so far - the US indices are heading for their worst performance since 1931, but still two weeks to go.

https://www.cnbc.com/2018/12/17/worst-start-to-dec...

Watching Squawk (on catch up) as we speak and it ain't looking good. Where's Santa?? All this red and not a sign of his long red coat. OMG just realised he's been in a crash.

Too late now to take the money and close all my funds, still get income anyway so prob worth holding but it's not a good time when you are ready to start drawing from it anyway (pension).

Been terrible recently. I was tempted to take money out but too late. It was probably a foolish thought anyway. Thankfully time is on my side I have about 35 years left to retirement

[bmwmike]

It's a sale of the month/year/decade apparently and nobody buying? Hard to see how a year or two from now it won't all be back on course.. Maybe longer, probably longer, but it seems unlikely that this is it, the big one that the stock market never recovered from? Because it's never not recovered, has it? And what alternative?

I've increased on Microsoft and US payroll firms on the basis of employment increasing, halved my amazon holding (luck). Also increase BP and RDSB a lot as the dividend is great at these levels plus it's sort of a USD hook with oil pricing.

BOO I ditched at profit on basis of ethics as much as anything, throwaway culture. Partly why is sold amazon too as the work culture is borderline slavery.

Still wary of holding just cash as that's a firm bet on the short to medium term prospects for sterling isn't it.

If this all sounds like stupidity I'm happy to hear it, all here to learn. Fairly well down at the moment on paper but I'm in it for another ten years at least.

Edit to add hope my opening comment doesn't sound arrogant its not supposed to be. Just making the point that there is a global rut and whilst it probably has some way to go, in some ways buying now makes more sense than waiting until it's all recovered and prices are high again. Unless you believe they won't ever recover. Obviously not an FA, dyor, and derisking crappy stocks or bets is probably not a bad idea anytime.

Edited by bmwmike on Tuesday 18th December 11:04

[bmwmike]

Ftse did ok when the pound tanked after brexit didn't it? So I guess no deal brexit may boost it but in reality who knows!

[anonymous-user]

anonymous said:

[redacted]

Unfortunately on that sort of "pick your own starting point" basis FTSE 100 is DOWN from where it was NINETEEN years ago

[emicen]

rockin said:

anonymous said:

[redacted]

Unfortunately on that sort of "pick your own starting point" basis FTSE 100 is DOWN from where it was NINETEEN years ago

Because it makes more sense to pick one's starting point at pretty much the peak of the biggest bubble the UK stock market has ever gone through?

[MWM3]

rockin said:

Unfortunately on that sort of "pick your own starting point" basis FTSE 100 is DOWN from where it was NINETEEN years ago

But it's not really is it. If divs are factored in, the returns over that period aren't too shabby.

[bmwmike]

Thought this was an interesting read

https://seekingalpha.com/article/4227407-another-5...

Bit concerning! !

Edited by bmwmike on Wednesday 19th December 11:58

[supercommuter]

This years isa is down 6 percent..could be worse. I am buying in more with my usual savings each month. In for a penny...

[CzechItOut]

Anyone know any good anti-drone technology companies?

[Burwood]

anonymous said:

[redacted]

Cameras?

[Skyedriver]

CzechItOut said:

Anyone know any good anti-drone technology companies?

My friends son runs a business out of Stocksfield, Northumberland, that fires a net attached to a rocket and catch the drone bringing it down immediately. Can't believe they haven't been involved.

[anonymous-user]

Skyedriver said:

CzechItOut said:

Anyone know any good anti-drone technology companies?

My friends son runs a business out of Stocksfield, Northumberland, that fires a net attached to a rocket and catch the drone bringing it down immediately. Can't believe they haven't been involved.

Because it will take the Gov/civil Service time to form a committee and at this time of year they will be winding/wound down for Christmas.

Then they will have to arrange a meeting.

Then send it out to tender.

Then reconsider options etc.

Once a decision has finally been made technology will have moved on so rinse and repeat.