What’s your big gamble? (Volume 4)

[Mr Overheads]

SPCE News over weekend that Bezos has auctioned off a seat for £26m shows the demand for edge of space flight. Virgin is a bargain at £250k and expect that to rapidly fall over a 10 year period.

Others from my portfolio of note:
ANIC - Agronomincs - invests in unlisted meatless foods in very simple terms. A climate change gamble.
NEL - Norwegian listed Hydrogen share
QS - Game changing battery tech backed by Gates and other billionaires, but could be a massive pump and dump
TIGR - Robinhood of China - bought at the peak, waiting for second peak, might be a long wait.
JMIA - Amazon of Africa
CRCL - no idea but picked up from this thread smallest holding I have.

Mining:
GGP
CEY
EUA
HE!

[JontyR]

Phooey said:

As this is the start of the new What's Your Big Gamble (volume 4) it might be interesting to say what we are currently in so we can look back at it when we start volume 5

In order of value (£)

EUA
OEX
RBG
RMM
BMN
COST
CCIV
ARB
ODX
SYME
PHE
GGP
EQT
NGHT
PCIP
SCLP
CHPT
MXC

My portfolio

DDDD
88E
AFC
AMGO
AQMS
AURA
BWNG
CBX
CCIV
EQT
EUA
GGP
ICON
IDP
LLOY
OEX
POLA
PHE
QBT
RMS
SAR
SNG
VLS
SPCE
ZNWD

We seem to align on many of these...but you need to get some SAR you wont regret it!!

[classicfred]

Gambles to make me a million

ANA - Ananda Developments
GEMD - Gem Diamonds
MNO - Maestrano
PDL - Petra Diamonds
SHG - Shanta Gold

I didn't say by when though

[JustinF]

Onwards and upwards

My 3 for this edition

NIO - so much good news coming out about tech, branding, deals, facilities, sales, just hope they can get enough chips and batteries

QCOM - As extra chip supply comes online the brakes will come off and the whole sector will push up, tech and it's chip demands aren't going anywhere but north

TSMC - See above, and looking to build plants in the US which will appease the US investors

Edited by JustinF on Monday 14th June 03:31

[JustinF]

Big decision to make when markets open, Do i sell down SAGA, IAG, EZJ, JET2 anticipating lockdown extension?

[Aiminghigh123]

JustinF said:

Big decision to make when markets open, Do i sell down SAGA, IAG, EZJ, JET2 anticipating lockdown extension?

Not a will happen but a could!!!

https://www-thisismoney-co-uk.cdn.ampproject.org/c...

[TCX]

Adam. said:

TCX said:

Must,unfortunately you can't buy at the moment,suspended,Prim,invested heavily in them,hope for same return as GGP
Lex,rto into Rld has been very low key,gold prospector in USA drill results could see this move well,been some big accumulations
Orcp.......got to happen sometime lol,makes eua look legit 8+)

Hi TCX

Are you still in EMH and ZNWD? Views?

Hi,sure am,emh nice lth from the 14p range,still reckon there's plenty of room for upward movement once the ev/battery makers start putting vertical integration into action,KC CEO seems very proactive,what's not to like
Znwd,see the same potential from current sp,smaller reserve than emh but surely German government will want car industry to be 'green' use local reserve rather than shipping half way round world,only thing currently stopping buying more is the ongoing bcn takeover,what happens to the 44% shareholding in Znwd if ganfeng do/don't get bcn,and the solarworld holding, in administration,Znwd have first claim on these but will placing be required,so watching at the mo ment,also ATM currently tin producer but potential lithium of interest,regards

[ALawson]

HE1 - Well they are drilling now. https://www.londonstockexchange.com/news-article/H...

[Chris Type R]

I sold out of BAB a while ago - IDP has become my FU holding of non-choice.

Personally I'm close to the point of drafting in a company like Intelligent Money to manage the P/F.

[Aiminghigh123]

Chris Type R said:

I sold out of BAB a while ago - IDP has become my FU holding of non-choice.

Personally I'm close to the point of drafting in a company like Intelligent Money to manage the P/F.

Ha ha. I did the same. Out of BAB with a profit and in IDP although small amount

[Mr Overheads]

breadvan said:

AVCT - mainstream news ready to junk Innova lft, could it be AVCT to replace it? Decision on/by 22nd June.

https://www.thebusinessdesk.com/yorkshire/news/2076830-avacta-secures-eu-registration-for-its-new-rapid-test-for-covid-19

Big jump to 262ish on opening but rapidly plummeted now 6% down at 243p I sold a couple of months ago at around 247p.

Edited by Mr Overheads on Monday 14th June 09:31

[Bloxxcreative]

For me POLX (holder), ABML (non holder) and SYME (holder) are my 3 multi bagger potentials.

Also have PHE, SNGX (thinking it was the one mentioned here a while back but luckily averaged down after its savage drop to something less painful), SNG (after seeing its a different ticker on 212), XPEV and NIO as my main steady growth/lth shares.

I won't mention the p'n'd garbage I have from first learning the ropes in a rather expensive way.

[JustinF]

Just for interests sake putting in the current prices of my 3 so can see how the do by the time we go to vol.5 (prices as at close on fri 11/06/21)

NIO 45.68
QCOM 134.62
TSMC 118.25

Decided to sit on my travel shares, long term for them anyway.

Edited by JustinF on Monday 14th June 12:15

[petemurphy]

Pretty pants day so far

[Adam.]

ALawson said:

HE1 - Well they are drilling now. https://www.londonstockexchange.com/news-article/H...

thank you, thought as much

excellent news so of course SP down 2%

[Meeten-5dulx]

My 3

Alpha Growth - have bought these on the way up and have accumulated more than I really should.
Have faith in them and if the last 3m performance is anything to go by, they have more to go, so happy with my holding.

EQT - an annoying share. The product is one that I thought would blossom. Cop26 is 5 months away and I think that the higher level of focus on Green products would lead to more attention on this share. But there is time still buy having to revise my 7p Nov target to 4-5p. Still considerably higher than it is at the moment.

HEMO - I'm in a hole and have nothing more than blind hope, prayers and magic beans for this one.....

[cheeky_chops]

couple for the radar:

MSYS (bought at .23p, 0.24p today) - still bouncing between .22/.27p - Micro mass spectrometers for the masses. Part owned by DVRG now, big deal in progress with China to install them in water mgmt location. Also hopes/dreams to get them into doctors surgeries where they can identify common diseases rather than send people off for remote/lengthy/expensive tests

FAR (bought at 40p, 32.5p today) - metals. Sir Mick Davis involved. Expecting big things inc lower cost mining and takeovers/purchases https://roskill.com/news/batteries-interview-with-...

Edited by cheeky_chops on Monday 14th June 16:01

[Adam.]

cheeky_chops said:

FAR (bought at 40p, 32.5p today) - metals. Sir Mick Davis involved. Expecting big things inc lower cost mining and takeovers/purchases https://roskill.com/news/batteries-interview-with-...

most notable for me is MD's investment vehicle has an option to buy shares at 80p

[ALawson]

I see PrimaryBid have PTRO at a discount of 24% at 40p, SP closed today at 52p. I am assuming the SP may drop to 40p once they are issued.

[Skyedriver]

cheeky_chops said:

couple for the radar:

MSYS (bought at .23p, 0.24p today) - still bouncing between .22/.27p - Micro mass spectrometers for the masses. Part owned by DVRG now, big deal in progress with China to install them in water mgmt location. Also hopes/dreams to get them into doctors surgeries where they can identify common diseases rather than send people off for remote/lengthy/expensive tests

FAR (bought at 40p, 32.5p today) - metals. Sir Mick Davis involved. Expecting big things inc lower cost mining and takeovers/purchases https://roskill.com/news/batteries-interview-with-...

Edited by cheeky_chops on Monday 14th June 16:01

Have both of them, along with the usual motley collection EUA, AMGO, SYME, CCR, EQT, CWR, PHE, AV. AVV, INVP, and few more...