What’s your big gamble?

What’s your big gamble?

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500 Miles

Original Poster:

1,798 posts

226 months

Friday 3rd April 2020
quotequote all
What shares are you taking a punt on that will either rocket or go bust?

The smart money is obviously in picking stable companies with strong management teams but what Slightly less safe companies that have suffered huge declines are you putting money on?

2 of my basket cases are : Capita and AA - I think there shareprices will either pop, or they will....

He who dares my son...

500 Miles

Original Poster:

1,798 posts

226 months

Friday 3rd April 2020
quotequote all
dingg said:
dingg said:
Aa.
SNG.
Argh
Didn't really read the op
Soo aa.
Bwng.

Glad it’s not just me!

Hadn’t looked at BWNG before, I might put some money in on Monday.

500 Miles

Original Poster:

1,798 posts

226 months

Saturday 4th April 2020
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fourstardan said:
Luke. said:
Seen BWNG mentioned in a couple of threads now. How come it's so tempting? Just looks like a second rate fashion retailer to me.
Looks like?....it is!
What? Who doesn’t love Jacamo....

500 Miles

Original Poster:

1,798 posts

226 months

Saturday 4th April 2020
quotequote all
fourstardan said:
Luke. said:
Seen BWNG mentioned in a couple of threads now. How come it's so tempting? Just looks like a second rate fashion retailer to me.
Looks like?....it is!
What? Who doesn’t love Jacamo....

500 Miles

Original Poster:

1,798 posts

226 months

Sunday 5th April 2020
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petemurphy said:
forgive my ignorance aa as in american airlines or ?
Aa Plc Ord 0.1Pb- listed one London. They are a car breakdown and insurance company.


500 Miles

Original Poster:

1,798 posts

226 months

Sunday 5th April 2020
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funinhounslow said:
Am pondering Carnival at £6.15 but still not quite brave enough...
Yeah, I’ve been looking at Carnival - how hard is it going to be convincing OAP’s to get back onboard post this crisis... also going to be difficult persuading all of those that were half thinking about a cruise before to try it..

High interest rates on it’s new loans won’t make it any easier..

Great upside if they return to semi normal trading levels - all of this makes it a great (and not sensible) gamble! smile


500 Miles

Original Poster:

1,798 posts

226 months

Sunday 5th April 2020
quotequote all
Agree - I’ve put some into EasyJet although was thinking about maybe moving it into something else.

500 Miles

Original Poster:

1,798 posts

226 months

Sunday 5th April 2020
quotequote all
bobmedley said:
15,000 Aston Martin shares biggrin

Got 10,000 at 30p each in the rights issue, a total sh!t or bust punt
I’m trying to forget about AML and Metrobank... a very sore point in my portfolio - I bought when they couldn’t possibly go any lower..... oh.. Did get 81000 aml shares at the 30p offering so we’ll. see.



500 Miles

Original Poster:

1,798 posts

226 months

Sunday 5th April 2020
quotequote all
GingerMunky said:
500 Miles said:
What shares are you taking a punt on that will either rocket or go bust?
Love the idea of this thread.
Capita? That's got to be a going bust one!

I think BP and RDSA for a rocket, but delayed fuse until because of the lag effect of the economy recovery.

Lloyds (some of the other banks) for a rocket, after the accounting for hit on NPL and lost revenues if the BoE force repayment holidays on debts.
I’ve gone relatively large on Capita - even although I think it’s an awful company currently. Jon Lewis recently bought in at a much higher levels saying that the sell off had been overdone... There are a lot of opportunities to improve how the business is run, depends whether they have the right management team to make the changes.

500 Miles

Original Poster:

1,798 posts

226 months

Sunday 5th April 2020
quotequote all
rsbmw said:
Ive been looking at this exact topic, but biggest question for me is whether this will follow previous market crashes, in which case we’re early in the dead cat bounce and there could still be a long way down. That said the stuff I’m looking at has already lost 50-80% of share price. I’m normally a long term view medium risk type of guy but I’d like to throw 5k into some real punts just to keep things interesting.

This is the list of stuff I’ve been adding to over the last few days, going to pick 5-10 of them. Also a question mark over whether to go all in or phase the buying.

SABR
AA
Barclays
EZY
AAL
Citi bank
CZR
XOM/Shell/BP
spirit airlines
ALK
boeing/airbus
MGM
CZR
WYNN
LVS
NRZ
AMD
SQ
air canada
google
amazon
OXY
That’s a decent list - will have a look through each of these later.

I know I should be drip feeding into stocks however going all in at the moment - what’s the worst that can happen? smile



500 Miles

Original Poster:

1,798 posts

226 months

Sunday 5th April 2020
quotequote all
rfisher said:
Haven't gambled on single shares since Plasmon, Honeysuckle and Lastminute.com cost me a £10k loss during the dotcom roller coaster fiasco.

Still cross 20 years later.

Now trying to think of beautiful things.

Nope, still cross.

biggrin
Damn you! I had managed to block that period out of my mind.... not anymore ...

500 Miles

Original Poster:

1,798 posts

226 months

Sunday 5th April 2020
quotequote all
Benbay001 said:
I bought some more Innovaderma.
I liked the price before corona, and now its so much better.

On top of that, their main product (fake tan lotion) has 4 main sales channels, their website, Superdrug, Boots and Tesco all of which are really rather busy atm.

(Although i did hear that boots have stopped selling non medical stuff in some stores?)

Also worth noting their last trading update was poorer than expected with them having burnt through alot of cash producing the stock to supply boots and superdrug for sales that are weighted towards summer.

ETA.

No debt and a forward P/E of 4 (if they meet numbers) and have grown their revenue and profit really quickly over the last 5 years with no reason to believe it will slow.

Edited by Benbay001 on Sunday 5th April 15:54
This looks like a good shout to me - hadn’t heard of them before although had heard of their skinny tan product (from Dragons Den, not from personal use..). Quite a few director buys in the last few weeks, as well as an RB director buying in apparently - not sure if this is confirmed or not.

I think I’m going to buy in, thanks for the info Benbay

500 Miles

Original Poster:

1,798 posts

226 months

Monday 6th April 2020
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Benbay001 said:
500 Miles said:
This looks like a good shout to me - hadn’t heard of them before although had heard of their skinny tan product (from Dragons Den, not from personal use..). Quite a few director buys in the last few weeks, as well as an RB director buying in apparently - not sure if this is confirmed or not.

I think I’m going to buy in, thanks for the info Benbay
No warranty given or implied... biglaugh
What??? But.... smile

I have a fill or kill order in but don’t seem to be able to buy the shares... will see how it progresses and then maybe go in via smaller chunks

500 Miles

Original Poster:

1,798 posts

226 months

Monday 6th April 2020
quotequote all
Benbay001 said:
500 Miles said:
This looks like a good shout to me - hadn’t heard of them before although had heard of their skinny tan product (from Dragons Den, not from personal use..). Quite a few director buys in the last few weeks, as well as an RB director buying in apparently - not sure if this is confirmed or not.

I think I’m going to buy in, thanks for the info Benbay
No warranty given or implied... biglaugh

I’ve chased the share price up for you Benbay smile Bought about 1% of their shares.

500 Miles

Original Poster:

1,798 posts

226 months

Monday 6th April 2020
quotequote all
Yes, might build up a larger stake but will wait and see how the market plays out over the next few days.

Have also bought into Barclays and Ted Baker - thanks to this who had those on their lists.

500 Miles

Original Poster:

1,798 posts

226 months

Monday 6th April 2020
quotequote all
500 Miles said:
Yes, might build up a larger stake but will wait and see how the market plays out over the next few days.

Have also bought into Barclays and Ted Baker - thanks to this who had those on their lists.
And Hurricane Energy...

500 Miles

Original Poster:

1,798 posts

226 months

Monday 6th April 2020
quotequote all
CaptainSlow said:
Benbay001 said:
500 Miles said:

I’ve chased the share price up for you Benbay smile Bought about 1% of their shares.
Was just about to update you on how youve possible missed the boat with an 18% move upwards today.

Didnt realise the move was because of you laugh
Yeah, please let us know when you're thinking of selling.
Will do smile I’ll probably stay in it for the long haul, depending how things progress of course. This looks like a more sensible bet than others, despite its small market cap.

500 Miles

Original Poster:

1,798 posts

226 months

Monday 6th April 2020
quotequote all
dingg said:
No he bought idp
I bought £10k of bwng, might be something in it if they don’t go bust.

500 Miles

Original Poster:

1,798 posts

226 months

Monday 6th April 2020
quotequote all
Hobo said:
The below is what I have been tracking. In essence it shows the companies, their prices on 16th March (when I started buying), their price on 18th February (roughly one month price), their 52w trading high, and also what they would need to recover (in %) to get back to their price of 18th February, and what that would result on the basis of a £500 investment.

Example, Cineworld (CINE) is currently 39.61, was 176.30 on 18th February, so needs to recover 345.09% to get back to this figure, which would result in a £500.00 investment being £2,225.45. Obviously this is at the extreme of the chart, but still good returns to be had.

Those in 'dark green' are what I hold, and those in yellow what I intend to add next (later this week).

Good sheet - although I can’t make out all the details, even clicking through to thumbsnap. Anyone else having problems? I’m on an iPad.

500 Miles

Original Poster:

1,798 posts

226 months

Monday 6th April 2020
quotequote all
Meeten-5dulx said:
Benbay001 said:
Havnt Cineworld announced they are going bust if nothing changes?
Hope not, I tucked a few away a coupe of weeks ago at 37.
They had gone as high as 60 before falling back to current levels.

My thinking is that even in post C19, families will want to take kids out for treats and the cinema is a viable option. Also all the movies that were meant to be released will come out later, so there is a backlog of movies that are to hmshown and potential demand.

Considering they were so high pre C19, this price seems too cheap to ignore. Now, if they can sort out the international expansion plans....
Likewise - hoping for a decent return from them.

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