What’s your big gamble? (Volume 2)

[JustinF]

^ this is what half of my pf is banking on; second wave be damned, we now have a good idea what stocks are covid resistant -online retail, food, delivery services (and combinations of those) with some banks and insurance as meat to that gravy.
My USA stuff still more exciting though for 2nd wave, lots of WFH tech and EV stuff with a mix of gaming and hardware too.

87 open positions atm

stars of the show NIO +31.7%, U. +19.75%, IDP +19.74%, GGP +15.8%, PRF +10.88%, sadly that's just 5.7% of my holdings, oh for a crystal ball...

[fizz47]

For those in Tattooed Chef the Q3 earnings call has been announced for 9th Nov..as its the first official earnings call Post merger, the following weeks should provide analyst commentary and ratings..

Hopefully on that date will give an idea of how badly I buggered up or not ...

[Aiminghigh123]

Turned Bloomberg on...... Not good. Not sure if I should even look at H&L today.

[dingg]

Aiminghigh123 said:

Turned Bloomberg on...... Not good. Not sure if I should even look at H&L today.

Best come back in a weeks time following another Trump shocker and we should be back on trend, maybe.....

[Benbay001]

Ouch ouch ouch.

Tekmar is getting absolutely pummeled.

[DRFC1879]

This week has been horrendous. I'm also inclined to ignore my portfolio for a while and hope it's better when I crawl out form behind the sofa.

Anybody want to buy a wheelbarrow (one flat tyre).

[Fat Thor]

Eua just picked up..

[911pleb]

Fat Thor said:

Eua just picked up..

About time.

Too much to hope for a. RNS before close today? Would make for a nice weekend.

[Adam B]

Benbay001 said:

Ouch ouch ouch.

Tekmar is getting absolutely pummeled.

crikey, bad RNS though, the last bit particularly worrying I would have thought:

"The long-term structural growth prospect of the global offshore wind market is now attracting new entrants and the Group is seeing increasing competition in Tekmar Energy's core market for TekLink. However, through ongoing investment in product development, its new Generation 10 product will help the Group retain its strong market position. Generation 10 will be launched in Q1 2021 and provides a more tailored solution to meet the more demanding requirements of future projects.
Whilst the Board remains confident that the future of the business remains strong, due to the ongoing impact of COVID-19, the directors consider it prudent to continue to refrain from providing financial guidance for FY21 until patterns of demand stabilise"


Looks a bit oversold though, might buy a bit

[Skyedriver]

Dropped some of my GGP for a small profit thinkit may dip lower, bought into SYME as it's at a recent low and AMGO ditto on rumours that the FCA are happy and company can start lending again.
Gave up on BZT thinking it was on the slow slide to zero but seems I got out at the bottom as it's started to rise again......

[JustinF]

For those interested in PLL
https://seekingalpha.com/pr/18065802-piedmont-lith...

[Adam B]

Adam B said:

Benbay001 said:

Ouch ouch ouch.

Tekmar is getting absolutely pummeled.

Looks a bit oversold though, might buy a bit

Crap IB and SETSqx auction delays has cost me again. Waiting for 2pm auction, and lost an easy 10% gain

Edited by Adam B on Friday 30th October 12:57

[Aftershox]

What are people's views on BP sub 200?

Thinking about putting 5k into it, and holding for a year.

[Benbay001]

Adam B said:

Crap IB and SETSqx auction delays has cost me again. Waiting for 2pm auction, and lost an easy 10% gain

Edited by Adam B on Friday 30th October 12:57

I managed to buy some at 36p and 37p.

I sold my positions in The Works and RHI Magnesita, both at a loss, but im more confident in Tekmar in the long run. But as you point out, it seems they are losing some of their moat to competitors on some of their product lines. Also worrying from the RNS is that they wont have to produce audited accounts until 2021..

[Adam B]

Benbay001 said:

I managed to buy some at 36p and 37p.

well done, you are obv trading via a company that is decent on AIM stocks

[bmwmike]

Aftershox said:

What are people's views on BP sub 200?

Thinking about putting 5k into it, and holding for a year.

i bought some more too, it will either halve or double from here

also as with everything i touch lately i have always thought BAE around 485 is a good buy so have been buying chunks all the way down to 399! i expect it'll go lower from here as the US elections weigh it down but as a hold its fine IMO. Also div.

[Benbay001]

Adam B said:

well done, you are obv trading via a company that is decent on AIM stocks

Just iweb.

Its odd, when i bought tekmar last week, on a normal day.. i had to submit a negotiated trade or something, rather than settle at a known price.

Then today, when others struggle, i get a set price.

[petemurphy]

aa is blue shocker

[Aiminghigh123]

dingg said:

Aiminghigh123 said:

Turned Bloomberg on...... Not good. Not sure if I should even look at H&L today.

Best come back in a weeks time following another Trump shocker and we should be back on trend, maybe.....

Touch wood actually not bad here. 2% up on whole portfolio. I am tempted to dump some GGP. I’m only up 18% now and thinking of shifting to AMGO.

[Aiminghigh123]

Skyedriver said:

Dropped some of my GGP for a small profit thinkit may dip lower, bought into SYME as it's at a recent low and AMGO ditto on rumours that the FCA are happy and company can start lending again.
Gave up on BZT thinking it was on the slow slide to zero but seems I got out at the bottom as it's started to rise again......

Where did you hear about AMGO?
I topped up SYME yesterday. I’m thinking same as you. Ditch some of my GGP moving more to AMGO?