What’s your big gamble? (Volume 3)

What’s your big gamble? (Volume 3)

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i4got

5,624 posts

77 months

Wednesday 6th January 2021
quotequote all
Harpoon said:
I Love Cake said:
Anyone else in BOO? Results due on the 14th, SP has been slowly creeping up recently.
Yes - currently up 44% and wondering what to do (hold/sell)...
I'm only up 21%. May offload before results but not sure yet.

DRFC1879

3,437 posts

156 months

Wednesday 6th January 2021
quotequote all
Ladies and gentlemen, today is a good day for me. I've had my first bagger.

ORR has now been sliced and I've got a free ride from here. Not a bad feeling!

Now where do I put my profits? Maybe buy more TRX or perhaps Babcock. Or BP. Or The Works. Or perhaps more ZNWD.

1Rb

319 posts

154 months

Wednesday 6th January 2021
quotequote all
i4got said:
Harpoon said:
I Love Cake said:
Anyone else in BOO? Results due on the 14th, SP has been slowly creeping up recently.
Yes - currently up 44% and wondering what to do (hold/sell)...
I'm only up 21%. May offload before results but not sure yet.
Up 34% here on my short term holding, 85% on the longer term. Also not sure whether to hold through earnings.

Adam B

27,142 posts

253 months

Wednesday 6th January 2021
quotequote all
Harpoon said:
I Love Cake said:
Anyone else in BOO? Results due on the 14th, SP has been slowly creeping up recently.
Yes - currently up 44% and wondering what to do (hold/sell)...
up 50% here, in my LTH pile though, online will continue to outperform during lockdowns and covid I think

Meeten-5dulx

2,559 posts

55 months

Wednesday 6th January 2021
quotequote all
1Rb said:
i4got said:
Harpoon said:
I Love Cake said:
Anyone else in BOO? Results due on the 14th, SP has been slowly creeping up recently.
Yes - currently up 44% and wondering what to do (hold/sell)...
I'm only up 21%. May offload before results but not sure yet.
Up 34% here on my short term holding, 85% on the longer term. Also not sure whether to hold through earnings.
31% here - ave purchase of £2.83.
was above £4 in June so looking to hold till it approaches that sort of level.
Tehy are leading the online chare for clothes buying in their demographics (I'm not part of that)

I 'hate' this share as I have a whatsapp msg to a friend approx 6yrs ago where we got in at approx 25p and out just above 40p.
I'm not even going to think about calculating the differential .....

anonymous-user

53 months

Wednesday 6th January 2021
quotequote all
ferrisbueller said:
*Badger* said:
In the spirit of gambling.

TUI Rights Issue.

You can buy 25 new shares at 96p for every 29 shares you own.

I currently don't own, which having read the RNS leads me to consider although they do say "We don't have the cash to repay this right now, so it could all go very wrong".....

If you bought today at £4.88 and agreed to buy in the RI you'd end up with an average of £3.11 (29 @ 4.88 + 25 @ 0.96)

Anyone in, or going in to benefit? Does anyone know the cut off deadline to be in to be able to participate in the RI?
'm not sure £3.11 would be a good place to be.
Could you explain what you mean? You mean even after they have the RI cash in the bank £3.11 is over priced?

I am guessing that is someone doesn't take the RI then their shares will become worth £3.11 or thereabouts after the dilution?

anonymous-user

53 months

Wednesday 6th January 2021
quotequote all
Chris Type R said:
How's everyone's day going ? FTSE at +2.78% there must be a number of healthy p/fs today.

(I'm currently showing +4% for the day spread across multiple segments and shares)
EUA down again today and that drives my whole pf really. FU EUA.

anonymous-user

53 months

Wednesday 6th January 2021
quotequote all
I Love Cake said:
Anyone else in BOO? Results due on the 14th, SP has been slowly creeping up recently.
Yeah only qty 1500 of them.

If the sp is going up now and the results are good on 14th then it means the sp won't move. On the other hand if the results are bad the sp will tank. I may well sell on 13th !


Skyedriver

17,667 posts

281 months

Wednesday 6th January 2021
quotequote all
MikeStroud said:
Chris Type R said:
How's everyone's day going ? FTSE at +2.78% there must be a number of healthy p/fs today.

(I'm currently showing +4% for the day spread across multiple segments and shares)
EUA down again today and that drives my whole pf really. FU EUA.
Yeh, FU EUA....

Adam B

27,142 posts

253 months

Wednesday 6th January 2021
quotequote all
Skyedriver said:
MikeStroud said:
Chris Type R said:
How's everyone's day going ? FTSE at +2.78% there must be a number of healthy p/fs today.

(I'm currently showing +4% for the day spread across multiple segments and shares)
EUA down again today and that drives my whole pf really. FU EUA.
Yeh, FU EUA....
x3

Aiminghigh123

2,720 posts

68 months

Wednesday 6th January 2021
quotequote all
Portfolio up 7%!!!!

vulture1

12,127 posts

178 months

Wednesday 6th January 2021
quotequote all
I Love Cake said:
Anyone else in BOO? Results due on the 14th, SP has been slowly creeping up recently.
Yeah still in sold at last peak and bought on the way down. Will prob sell if it rockets up much before the news as it has a habit of dropping on news

Aftershox

397 posts

157 months

Wednesday 6th January 2021
quotequote all
Up 5% today. Great movements from BP.

Looking like a good rally generally across the markets. I've thought about selling out of my holdings however I am still invested, I think now is the time to buy-in.


cheeky_chops

1,587 posts

250 months

Wednesday 6th January 2021
quotequote all
Adam B said:
Skyedriver said:
MikeStroud said:
Chris Type R said:
How's everyone's day going ? FTSE at +2.78% there must be a number of healthy p/fs today.

(I'm currently showing +4% for the day spread across multiple segments and shares)
EUA down again today and that drives my whole pf really. FU EUA.
Yeh, FU EUA....
x3
x4

All my miners (+GGP/BZT) are down... Is it the Biden effect??

vulture1

12,127 posts

178 months

Wednesday 6th January 2021
quotequote all
cheeky_chops said:
Adam B said:
Skyedriver said:
MikeStroud said:
Chris Type R said:
How's everyone's day going ? FTSE at +2.78% there must be a number of healthy p/fs today.

(I'm currently showing +4% for the day spread across multiple segments and shares)
EUA down again today and that drives my whole pf really. FU EUA.
Yeh, FU EUA....
x3
x4

All my miners (+GGP/BZT) are down... Is it the Biden effect??
I'm about to take a nice jump up with maxeon solar and sunpower as well as LAC up again. Nio and xpeng will be down a touch. Ggp is longterm hold and I'm kicking myself that I disnt get back into rio Tinto last year when it was in the 4500s but I had moved fundamentally about and missed it.

anonymous-user

53 months

Wednesday 6th January 2021
quotequote all
IPF

I bought IPF after a tip from here at 98p and today they are 83p (about half what they were in March). It's not really a gamble as it's a fairly steady ship with good fundamentals (last 5 years £800M turnover and about 8% profits after tax and 12.4p divvy per share each year).

This year the sp has dropped as they seem to have been hit hard by CV and looks like their fundamentals will be hit hard but as a recovery stock I think that by mid 2022 they should be very healthy and hopefully the sp will have returned to March 2019 levels (i.e. doubled) and be paying their 12.4p divvy again.

Does anyone else hold IPF after the tip from here and do you have any views? I'm thinking of going in big after their results for the last FY are announced.


Skyedriver

17,667 posts

281 months

Wednesday 6th January 2021
quotequote all
MikeStroud said:
IPF

I bought IPF after a tip from here at 98p and today they are 83p (about half what they were in March). It's not really a gamble as it's a fairly steady ship with good fundamentals (last 5 years £800M turnover and about 8% profits after tax and 12.4p divvy per share each year).

This year the sp has dropped as they seem to have been hit hard by CV and looks like their fundamentals will be hit hard but as a recovery stock I think that by mid 2022 they should be very healthy and hopefully the sp will have returned to March 2019 levels (i.e. doubled) and be paying their 12.4p divvy again.

Does anyone else hold IPF after the tip from here and do you have any views? I'm thinking of going in big after their results for the last FY are announced.
held them June to Sept , they were stuck in the 60s after dropping into the 50's got out of them and watched them falter then gain to their present position. Would suggest a LTH but what do I know.

ferrisbueller

29,262 posts

226 months

Wednesday 6th January 2021
quotequote all
MikeStroud said:
ferrisbueller said:
*Badger* said:
In the spirit of gambling.

TUI Rights Issue.

You can buy 25 new shares at 96p for every 29 shares you own.

I currently don't own, which having read the RNS leads me to consider although they do say "We don't have the cash to repay this right now, so it could all go very wrong".....

If you bought today at £4.88 and agreed to buy in the RI you'd end up with an average of £3.11 (29 @ 4.88 + 25 @ 0.96)

Anyone in, or going in to benefit? Does anyone know the cut off deadline to be in to be able to participate in the RI?
'm not sure £3.11 would be a good place to be.
Could you explain what you mean? You mean even after they have the RI cash in the bank £3.11 is over priced?

I am guessing that is someone doesn't take the RI then their shares will become worth £3.11 or thereabouts after the dilution?
I've not looked at any of the details, just what's written above, but 25 rights for 29 existing looks like a significant dilution to me. 46% of shares will have been issued at 96p? It's a big discount which will appeal to many on the basis of a quick return, if not the long haul. I would have to ask why is it such a big discount?

Each one is very context specific so you need to make sure you understand the conditions and timings.

IIRC IAG was 3 for 2 at 0.92 Euro and the share price dropped accordingly. I suspect, but I've not validated the theory, that of the RIs announced on my holdings I would have been better off selling my existing holdings at the point of announcement and buying on the day of the share issue (assuming the volume would have been there to make the purchase).

I wasn't in the RR one so don't know the details but there was alsorts of action on that.




g4ry13

16,888 posts

254 months

Wednesday 6th January 2021
quotequote all
Smith & Wesson doing well again today.

BEEM also doing well, just need XPEV to start picking up.

ferrisbueller

29,262 posts

226 months

Wednesday 6th January 2021
quotequote all
g4ry13 said:
Smith & Wesson doing well again today.

BEEM also doing well, just need XPEV to start picking up.
QuantumScape has also bounced off a big drop.
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