What’s your big gamble? (Volume 3)
Discussion
JontyR said:
Aiminghigh123 said:
Right come on people!!!
I love it. Better than going to a casino.
At least at a Casino you are given free coffee and sandwiches!I love it. Better than going to a casino.
I think Ted is a good share - crashed before Covid due to boss being a bit handsey.. up just over 50% and agree it hopefully has a long way to go.
Phooey said:
For fun but also interested..
Starting from scratch. If you had no stocks today and couldn’t hold anymore than 3, what would you buy for LTH’s?
Good question! Starting from scratch. If you had no stocks today and couldn’t hold anymore than 3, what would you buy for LTH’s?
1) IDP - I’ve just bought more and also committed to buying another decent chunk so obviously think it’s a good prospect.
2) Amigo - Obviously not without danger.. will either drop to single digits/go bust.. or be A 5 to 10 bagger by end of summer..
3) ALGW - Have been a fan for a while and have increased holding over the past few months.
Chris Type R said:
500 Miles said:
1) IDP - I’ve just bought more and also committed to buying another decent chunk so obviously think it’s a good prospect.
I admire your confidence (both stated and demonstrated) on this one - the share price has been a bit disappointing this year.Would you mention this to investors as a 2-5 year or a more LTH ?
There is a really good business there which has been managed incredibly badly over the last few years.
I wouldn’t have trusted the previous management to run a bath, never mind a public company. They should be ashamed however those type never are.
We now have a much stronger management team with actual experience of the beauty sector - I reckon that could be useful... we have also expanded our technology and e-commerce experience.. again, probably useful for an e-commerce focussed company...
We have significantly beefed up our finance capabilities as well, and have a much better handle on costs - we are now fully focussed on profitable growth - using analytics to ensure we achieve good returns on advertising spend.
The prior ‘strategy’ was just to throw money at advertising to drive sales, regardless of whether it was profitable or not.
The team actually doing the work are really good, however, they just haven’t had the leadership that was required.
There is still a lot to do however I’m confident we’ll be successful and I’m obviously expecting to make a good return from my investment.
Timescale wise... If we execute well and take advantage of the fact we are now entering peak tanning season at the same time as Covid restrictions are being eased, then the sp should react positively over the next couple of quarters.
It’s a very different company to what it was just 6 months ago, we now just need to prove that to the market by delivering decent results.
Wouldn’t like to be out of this over the weekend.. DYOR...etc etc..
petemurphy said:
good to hear from you 500, i feel you need some sort of tie up with deepverge and their labskin stuff etc!
Apologies for my absence - I feel like I’ve taken everyone to the casino and then buggered off without buying the first round We now have the same Chairman as Deepverge, will ask if he sees any crossover. Although at the moment we’re throwing everything at Skinny Tan, it has a lot of potential if we can get the marketing right and ensure we’re targeting the right people - we’ve had ex-googlers and ex-FB digital marketing guys crawl all over it and have fixed quite a few of the underlying issues.
The company now has a huge amount of data points and post the raise we are going to be well capitalised, there are no excuses as to why we can’t make it a very successful company.
petemurphy said:
500 Miles said:
Btw - Tell me you guys were still in Babcock last week??
unfortunately no. although as good as the rise was, the price is still well below what i originally paid. so i can still happily sayf
k you babcock!Not that the price was still well below what you paid - more that your sentiment towards Babcock remained the same!
Adam. said:
Hi 500
What does skinny tan do that all the other self-tanning things don’t?
Agree a good time for self-tanning stuff if lockdown ends but no one can holiday abroad
The reason why I invested was because it had a really loyal following amongst the people that use it - most of the people that I spoke to said that it didn’t have the same off-putting smell that some of the competition has and that it was much easier to achieve a natural looking tan. What does skinny tan do that all the other self-tanning things don’t?
Agree a good time for self-tanning stuff if lockdown ends but no one can holiday abroad
One of the problems that the company had was its over reliance on promotions, we had essentially trained consumers to wait for a 3 for 1 deal, etc. A bit like you’ll never find someone who has bought a full price sofa from DFS.... promotions will always be important to the company however we’re ensuring now that we use them appropriately and that we protect our margins.
More recently, we’ve launched a number of new innovative products which have performed really well and a large percentage of our sales now come from products that have been recently introduced - one of our top sellers at the moment is Notox, it combines anti-aging and skin tightening properties into a self tanner.
Anyway... I should probably change subject... having a Scottish guy extol the virtues of a fake tan product on a motoring website is many different types of wrong! Anyone see Topgear..
Adam. said:
Skyedriver said:
FAR: what are your thoughts on this one, i bought in about 42.4p and it slowly retreated to it's now 36ish.
Everything I have read is extremely positiveI too bought at 42 and brought that down a bit buying some at 36.5 today.
Think it got ahead of itself a bit at 45, and current falls are maybe some profit taking / top slicing from those who bought not so long ago at 10-15.
When Sir Mick comes on board I think this will rise, think he has some options at a higher price via his Vision Blue vehicle (78p) which is also encouraging.
“Vision Blue will provide $20m @ 78pence
Broker Target is 170pence
NPV is 300pence“
Edited by Adam. on Monday 19th April 19:36
Very volatile material price with large spikes which must be positive for low cost producers - VB can invest $10m at 25p, then the $20m at 78p... not seen that before..
I might buy in tomorrow. Especially if it has Adams 170p guarantee.
Meeten-5dulx said:
Insurancejon said:
What happened to nightcap today?
It got a nosebleed.To think that it has increased to the extent that it has (IPO was 10p I think), and has not even opened up.
It is considerably overvalued at the moment IMHO - have they served a cocktail yet?
I was looking to short it if there wasn't such a wide spread on it (and my othe spreads were costing me margin - yeah SYEM & RR, I'm looking at you!!!)
petemurphy said:
SimonTheSailor said:
Nobody rushing back in to buy HEMO ? Really quite cheap at the minute.........
Unfortunately most pharma seems to be cheap today 
Thankfully a good friend has guaranteed they’ll be a 60 bagger... (it was a 30 bagger before recent drops, might be a 100 bagger by Friday..)
Chris Type R said:
500 Miles said:
petemurphy said:
SimonTheSailor said:
Nobody rushing back in to buy HEMO ? Really quite cheap at the minute.........
Unfortunately most pharma seems to be cheap today Thankfully a good friend has guaranteed they’ll be a 60 bagger... (it was a 30 bagger before recent drops, might be a 100 bagger by Friday..)
Meeten-5dulx said:
500 Miles said:
petemurphy said:
SimonTheSailor said:
Nobody rushing back in to buy HEMO ? Really quite cheap at the minute.........
Unfortunately most pharma seems to be cheap today Thankfully a good friend has guaranteed they’ll be a 60 bagger... (it was a 30 bagger before recent drops, might be a 100 bagger by Friday..)
Didn’t know I had to wait till Friday.
Wish I’d known this chap of yours......
Phooey said:
500 Miles said:
Do you have too much money? If so, invest in Hemo and that problem will rapidly resolve itself...
To paraphrase.. how do you become a millionaire? Become a billionaire and invest in Hemo...
Well I thought since I’ve followed the PH herd into GGP, EUA, SYME, ODX, I might as well lose another sTo paraphrase.. how do you become a millionaire? Become a billionaire and invest in Hemo...
t load and buy another high flying recommended AIM stock 
I need to go to work just to pay my losses tab nowadays
Desperate times call for desperate measures!
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