What’s your big gamble? (Volume 3)

What’s your big gamble? (Volume 3)

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PaulWoof

1,610 posts

155 months

Wednesday 21st April 2021
quotequote all
Luke. said:
Nice one. It's flying today
It is, But its like the wright brothers flight compared to a 747 descent it has had for the last month or so.

I still hold my shares from $0.34 which has averaged up since then but even a 25% bump today is still just a bump from $4 odd a couple months back.

Luke.

10,991 posts

250 months

Wednesday 21st April 2021
quotequote all
PaulWoof said:
It is, But its like the wright brothers flight compared to a 747 descent it has had for the last month or so.

I still hold my shares from $0.34 which has averaged up since then but even a 25% bump today is still just a bump from $4 odd a couple months back.
Alright, grumpy pants.

PaulWoof

1,610 posts

155 months

Wednesday 21st April 2021
quotequote all
Luke. said:
Alright, grumpy pants.
My apologies, I was not intending it to be provocative in anyway, Another meaning lost in internet forum translation.

More just applying context of a good day against many bad ones which I'm sure you and others have also had to endure.

ferrisbueller

29,320 posts

227 months

Wednesday 21st April 2021
quotequote all
Luke. said:
Nice one. It's flying today
I've just logged in now. Up 30+% Not to be sniffed at!

Skyedriver

17,846 posts

282 months

Wednesday 21st April 2021
quotequote all
Luke. said:
PaulWoof said:
It is, But its like the wright brothers flight compared to a 747 descent it has had for the last month or so.

I still hold my shares from $0.34 which has averaged up since then but even a 25% bump today is still just a bump from $4 odd a couple months back.
Alright, grumpy pants.
laugh

indestructible focus

389 posts

88 months

Wednesday 21st April 2021
quotequote all
https://www.ii.co.uk/analysis-commentary/stocks-ti...

£170b of disposable income saved up, been an easy trade really lots of domestic companies looking attractive, value wins at the moment for me and will do so into summer, not need to chase rainbows in EUA.

"Liberum's top trades
The pick of the value trades are Ted Baker and Superdry after Liberum said the pair's current valuations offered little credit for their ongoing strategic and operational overhauls.

Superdry shares dived as low as 70p in the early days of the pandemic but are now at 265p as investors increasingly eye the turnaround potential of founder and chief executive Julian Dunkerton's “influencer-led, digital marketing strategy”.

A similar story is playing out at Ted Baker, where chief executive Rachel Osborne is continuing to impress with progress on the reset of the business after a troubling couple of years.

Liberum has a target price of 400p on Superdry and has just upgraded Ted Baker from 180p to 225p after an impressive 60% run for shares to as high as 161p in this month alone."
Liberum's target just short of mine at 250p

Adam.

27,230 posts

254 months

Wednesday 21st April 2021
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Luke. said:
With the factory ideally completing end of this year, could be making revenue Q1 next year or thereabouts. There's also talk of further factories. Let me know what you end up doing.
I went out hardwood floor shopping and missed the massive rise FFS

ferrisbueller

29,320 posts

227 months

Wednesday 21st April 2021
quotequote all
Adam. said:
Luke. said:
With the factory ideally completing end of this year, could be making revenue Q1 next year or thereabouts. There's also talk of further factories. Let me know what you end up doing.
I went out hardwood floor shopping and missed the massive rise FFS
Not such an exciting reason for me, but a similar absence and missed opportunity!

ferrisbueller

29,320 posts

227 months

Wednesday 21st April 2021
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g4ry13 said:
Is that some green candles I see on my green stocks?!? eek
I've added a little to my QS.

petemurphy

10,120 posts

183 months

Wednesday 21st April 2021
quotequote all
arrival up 10% its quite tempting

Luke.

10,991 posts

250 months

Wednesday 21st April 2021
quotequote all
PaulWoof said:
Luke. said:
Alright, grumpy pants.
My apologies, I was not intending it to be provocative in anyway, Another meaning lost in internet forum translation.

More just applying context of a good day against many bad ones which I'm sure you and others have also had to endure.
No worries, the main reason for my excitement is the shorters are beginning to bugger off and sentiment's improving...

g4ry13

16,983 posts

255 months

Wednesday 21st April 2021
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ferrisbueller said:
g4ry13 said:
Is that some green candles I see on my green stocks?!? eek
I've added a little to my QS.
I bought some more yesterday. I might be making a few pennies on the purchase from yesterday.

Think i'll pop over to Stocktwits to look at the Nikola shorters cry for a day (got to enjoy it while it lasts!)

ferrisbueller

29,320 posts

227 months

Wednesday 21st April 2021
quotequote all
petemurphy said:
arrival up 10% its quite tempting
Some decent moves in that sector today but I'm still a bit wary. Looking for a little bit of a sustained rise before committing more.


anonymous-user

54 months

Wednesday 21st April 2021
quotequote all
Up 5.5% today (thanks to EUA and no thanks to EQT!), still down 5% from 3 weeks ago.

Aiming to buy a bit more TED (thanks IF) tomorrow. Had this a year ago but sold for a small profit.... should have followed my conviction and kept it for the long term as missed out on a big rise. Oh well, nice to be back in. GLA!

Phooey

12,600 posts

169 months

Wednesday 21st April 2021
quotequote all
Sold OEX @ .34 for a nice profit

Last 2 days ARB purchases nicely +

ODX now down approx -30%

Oh and sold RMM the other day @ .40. It’s now .54. I got RMM from the Sunday Roast with Zak and took 30% profit out of it but had a feeling I’d regret selling.

Edited by Phooey on Wednesday 21st April 20:29

Skyedriver

17,846 posts

282 months

Wednesday 21st April 2021
quotequote all
indestructible focus said:
https://www.ii.co.uk/analysis-commentary/stocks-ti...

£170b of disposable income saved up, been an easy trade really lots of domestic companies looking attractive, value wins at the moment for me and will do so into summer, not need to chase rainbows in EUA.

"Liberum's top trades
The pick of the value trades are Ted Baker and Superdry after Liberum said the pair's current valuations offered little credit for their ongoing strategic and operational overhauls.

Superdry shares dived as low as 70p in the early days of the pandemic but are now at 265p as investors increasingly eye the turnaround potential of founder and chief executive Julian Dunkerton's “influencer-led, digital marketing strategy”.

A similar story is playing out at Ted Baker, where chief executive Rachel Osborne is continuing to impress with progress on the reset of the business after a troubling couple of years.

Liberum has a target price of 400p on Superdry and has just upgraded Ted Baker from 180p to 225p after an impressive 60% run for shares to as high as 161p in this month alone."
Liberum's target just short of mine at 250p
Agree, mostly anyway. In hindsight if I'd held onto some of my more mainstream stuff from 18 month ago, like LLOY for instance, I'd be 50% up now. But there again I've made some good profits on my lesser holdings too.
I'm in TED hadn't joined the Superdry crowd. Hadn't thought of them TBH but I'd worry that they're a fashion brand that is going out of fashion (says a 68 year old laugh) Actually is TED still a fashion wear too?
I read elsewhere that ASOS is still a good one to go into, I was in and out of BOO over the last couple of years but not ASOS.

Skyedriver

17,846 posts

282 months

Wednesday 21st April 2021
quotequote all
MikeStroud said:
Up 5.5% today (thanks to EUA and no thanks to EQT!), still down 5% from 3 weeks ago.

Aiming to buy a bit more TED (thanks IF) tomorrow. Had this a year ago but sold for a small profit.... should have followed my conviction and kept it for the long term as missed out on a big rise. Oh well, nice to be back in. GLA!
Oh that was a surprise, what happened at EUA, no RNS out. Just another P&D by the big holders?
I'm tired of the whole thing now, maybe that's what the MM want(?).

GliderRider

2,090 posts

81 months

Thursday 22nd April 2021
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Has anyone joined me in a flutter on Lordstown Motors Corporation (RIDE:NASDAQ)? The share price plummeted after the company pulled their entrant from the San Felipe 250 race in Baja California, Mexico.

They are building utility vehicles (AKA pickups) with an electric motor in each wheel. This means a nice flat floor for the battery pack and simple drivetrain. The company has an ex-General Motors factory and GM have shares in the company.
The race vehicle didn't break down, but the power consumption running in deep sand was greater than anticipated, so the team knew it wouldn't complete the next stage.

I'm gambling on this being a minor hiccup, as the average pickup buyer is probably spends more time on tarmac than in deep sand.

The share price is already on the turnaround, and up over 6% from when I bought them this afternoon.

In other news Fuel Cell Inc (FCEL) is up 8% today. Is this a turnaround or just a blip on their steep and slippery slide from the lofty height they were at in February?

anonymous-user

54 months

Thursday 22nd April 2021
quotequote all
Skyedriver said:
I'm tired of the whole thing now, maybe that's what the MM want(?).
That is my interpretation .... but then maybe I'm going native with "lse bb" thinking?!

Mr Overheads

2,439 posts

176 months

Thursday 22nd April 2021
quotequote all
Avacta in the local business press this morning:
https://www.thebusinessdesk.com/yorkshire/news/207...
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