What’s your big gamble? (Volume 2)

[500 Miles]

Ok...

Phase one trial period is complete. We’re now on volume 2 - this is where we will all make our fortunes - I promise.. *

• not legally binding..

Continued from here:
https://www.pistonheads.com/gassing/topic.asp?h=0&...

[egomeister]

any thoughts on Babcock?

[SimonTheSailor]

CINE gets ever cheaper.

With an average of 74 or something I should really top up.

But is it just fked ?!

[dingg]

About 5 or 6 weeks ago I mentioned IQE they were 44p iirc target was 60p they rallied up to 59p in a few days and then fell back a bit.
Now they have gained to 61p, if they manage to get through that level and pass 62p after a couple of attempts, should be worth a gamble.

[500 Miles]

egomeister said:

any thoughts on Babcock?

If you’re Max Mosley and like regular painful sessions, then Babcock is the share for you.

Cine can also provide that type of relief/entertainment..

[Skyedriver]

sold EZJ (bought a few days ago) for a 5% gain.
So, top up AMGO, BOO, SNG or something else???
Still hold GNC, IPF, SSP, PHE all of which are in the red, should be moving on up (but aren't).

[classicfred]

Skyedriver said:

sold EZJ (bought a few days ago) for a 5% gain.
So, top up AMGO, BOO, SNG or something else???
Still hold GNC, IPF, SSP, PHE all of which are in the red, should be moving on up (but aren't).

Two of the 'experts' on Motley Fool had Boohoo as their share tip for August if their views are worth anything .....who knows ?
Another one had Hikma which is doing ok today at least.

[dingg]

Skyedriver said:

sold EZJ (bought a few days ago) for a 5% gain.
So, top up AMGO, BOO, SNG or something else???
Still hold GNC, IPF, SSP, PHE all of which are in the red, should be moving on up (but aren't).

Go thirds on the 3 of them?

[emicen]

classicfred said:

Skyedriver said:

sold EZJ (bought a few days ago) for a 5% gain.
So, top up AMGO, BOO, SNG or something else???
Still hold GNC, IPF, SSP, PHE all of which are in the red, should be moving on up (but aren't).

Two of the 'experts' on Motley Fool had Boohoo as their share tip for August if their views are worth anything .....who knows ?
Another one had Hikma which is doing ok today at least.

I have previously held Boohoo and have read many Motley analyses.

If it’s a “buy and watch it fly“ today, it’ll be a “bail before it crashes“ within a few days.

Although utterly shameful, it feels appropriate to quote a bit of Katy Perry in the current context:
“You, change your mind, like a girl, changes clothes”

[Skyedriver]

emicen said:

Although utterly shameful, it feels appropriate to quote a bit of Katy Perry in the current context:
“You, change your mind, like a girl, changes clothes”

Me and the market both.
Last week EZJ took a dip, looked a good bet as the lockdown eased, EZJ improved, then someone decided quarantine should be brought back, it dipped, then it improved again. Today someone decided we need to put up the barriers and lock folk up for 14 days. I can't keep up with the regulations and living in Scotland we have some different regulations to the rest of the UK. I've really no idea what the current situation is, meanwhile over 100 illegal migrants per day are crossing the English Channel trying to get to the UK from places such as Iraq. Bringing heaven knows what in the way of viruses as well as a potential drain on the economy. (17 boats yesterday one with 17 people on board).

[Skyedriver]

In other news, any thoughts on TCAP, took a dip on relatively OK news today (improving financially but future uncertain).

Edited by Skyedriver on Friday 7th August 09:59

[500 Miles]

emicen said:

I have previously held Boohoo and have read many Motley analyses.

If it’s a “buy and watch it fly“ today, it’ll be a “bail before it crashes“ within a few days.

Although utterly shameful, it feels appropriate to quote a bit of Katy Perry in the current context:
“You, change your mind, like a girl, changes clothes”

The only Motley Fool tip I’ve bought into is Shopify - up over 118% since buying in... obviously that means they are always right.

They do change their opinions more than I change my underwear, twice a week sometimes..

I think Boo is a relatively (compared with others) safe share - maybe not going to double in 6 months but should be good for a 25% increase in that time. I didn’t manage to get in at their Covid lows but got a good price during the modern slavery scandal - up 25% and it’s my largest £ increase now.

I expect their revenue in their next update to be very good, although their advertising costs will probably increase substantially - every remarketing ad that I’m receiving at the moment is Boo Hoo, they must be outbidding everyone else.

SNG and Amigo could have great upsides, although both are pretty risky and definitely in the gamble pile

[1Rb]

500 Miles said:

emicen said:

I have previously held Boohoo and have read many Motley analyses.

If it’s a “buy and watch it fly“ today, it’ll be a “bail before it crashes“ within a few days.

Although utterly shameful, it feels appropriate to quote a bit of Katy Perry in the current context:
“You, change your mind, like a girl, changes clothes”

The only Motley Fool tip I’ve bought into is Shopify - up over 118% since buying in... obviously that means they are always right.

They do change their opinions more than I change my underwear, twice a week sometimes..

I think Boo is a relatively (compared with others) safe share - maybe not going to double in 6 months but should be good for a 25% increase in that time. I didn’t manage to get in at their Covid lows but got a good price during the modern slavery scandal - up 25% and it’s my largest £ increase now.

I expect their revenue in their next update to be very good, although their advertising costs will probably increase substantially - every remarketing ad that I’m receiving at the moment is Boo Hoo, they must be outbidding everyone else.

SNG and Amigo could have great upsides, although both are pretty risky and definitely in the gamble pile

I have a long term holding in BOO and similarly to 500 miles, recently made 25% over the slavery scandal, so perhaps not the most impartial. Also looks like a safe(r) bet to me: online, core market won't care about the recent misgivings, marketing wise seems to be everywhere (including PYT, nasty gal), looks to be at the forefront of automation in the area, does the numbers, most broker targets are bullish over current price etc. etc.

[911pleb]

Woah. Volume 2. Who'd have thunk it.

As alluded to near the end of vol.1, Im all in again on GGP. Its a very static stock so one to hold, not trade.

Having had a proper read of all the literature from rns and company website, along with educating myself about MRE (how much gold there is) and AISC (how much it costs to dig up per oz) I think a sp increase is a sure thing.

DYOR. Im new to this mining game and am going off my own rudimentary research and anecdotal figures from google...

The short version is:
Theyve found a bucketload of gold.
The MRE is due soon but fag pack calcs suggest 5-10 million ounces. At time of writing gold is currently $2058/oz (refined etc)

The AISC is harder to predict but is lower when copper is present. There is copper present (allegedly) so could be on the lower end of $800 - $1200

Call it $1000/oz profit. So the gold in the ground could be worth $5b-$10b.

They share the site with Newcrest who dig it up. GGP just find it. The agreement suggests GGP's minimum holding could be as little as 30%, with Newcrest having the right to purchase up to 70% of the site.

So GGP value at 30% is 1.5b - 3b
Currently the market cap is £500m.
Do some currency conversion and lop a bit off for reasons and to me, that says a solid profit on the horizon.

The MRE is going to be the thing that kicks it all off, so when that is released, I'll hopefully be a happy bunny.

Newcrest are publishing their full year results on the 14th Aug, so might tickle the SP a bit but who knows.

Thats my amatuer summary anyway.

Edited by 911pleb on Friday 7th August 11:32

[Chris Type R]

911pleb said:

That's my amateur summary anyway.

Good (positive) summary.

[TCX]

911pleb said:

Woah. Volume 2. Who'd have thunk it.

As alluded to near the end of vol.1, Im all in again on GGP. Its a very static stock so one to hold, not trade.

Having had a proper read of all the literature from rns and company website, along with educating myself about MRE (how much gold there is) and AISC (how much it costs to dig up per oz) I think a sp increase is a sure thing.

DYOR. Im new to this mining game and am going off my own rudimentary research and anecdotal figures from google...

The short version is:
Theyve found a bucketload of gold.
The MRE is due soon but fag pack calcs suggest 5-10 million ounces. At time of writing gold is currently $2058/oz (refined etc)

The AISC is harder to predict but is lower when copper is present. There is copper present (allegedly) so could be on the lower end of $800 - $1200

Call it $1000/oz profit. So the gold in the ground could be worth $5b-$10b.

They share the site with Newcrest who dig it up. GGP just find it. The agreement suggests GGP's minimum holding could be as little as 30%, with Newcrest having the right to purchase up to 70% of the site.

So GGP value at 30% is 1.5b - 3b
Currently the market cap is £5.3m.
Do some currency conversion and lop a bit off for reasons and to me, that says a solid profit on the horizon.

The MRE is going to be the thing that kicks it all off, so when that is released, I'll hopefully be a happy bunny.

Newcrest are publishing their full year results on the 14th Aug, so might tickle the SP a bit but who knows.

Thats my amatuer summary anyway.

My god.....on the gamble thread,excellent summary
Ncm can also buy another 5% of Havieron at 'fair market' value so ggp could end up as 25% holders,but interest for me is the proximity,approx 40km of ncm Telfer mine and processing plant,the yield of which is declining,truck or train Havieron ore there n Telfer becomes increasingly profitable
Ggp starting to drill soon at scallywag which is currently 100% there's,look at 6 month graph,rise,plateau rise,as you say a hold not trade can't see it dropping much for lower entry

Edited by TCX on Friday 7th August 11:37

[911pleb]

Chris Type R said:

Good (positive) summary.

Note my use of spaces following commas.

(Sorry TCX, couldn't resist - i think you put me on to it in the first place, so thank you.)

[Meeten-5dulx]

With all the doom an gloom around CINE - the shorts have got it right - I don't think the fall today is too bad.
I'm watching this closer and considering topping up.

[JustinF]

Today I are be mostly buying Cloudflare, due to release quarterly's today, supply data services to 40% of big tech, big tech doing well in general, internet usage up significantly during lockdown, hoping for a modest rise.

[ferrisbueller]

Meeten-5dulx said:

With all the doom an gloom around CINE - the shorts have got it right - I don't think the fall today is too bad.
I'm watching this closer and considering topping up.

I've been out or I would have topped up earlier this morning. I'll keep an eye on it.

I am intrigued as to how these shorts, circa 9% total, are going to close out. They're going to be climbing over each other to get out.
The US opening date looks like an obvious milestone but who knows.