Suggestions for a speculative punt?

Moe_The_Bartender

IrishSean said:

I bought a new portfolio a few weeks ago:
Gfinity; e-sports, set to be in profit nicely this year
Yougov; might get some positive blow back from census etc. But well established anyway
Seeing machines: talk of AI & self guide engines going in future Google products; recent sp bump reflects this
LTG: lockdown imho has just lit this one up. Imagine being an online corporate training company in a world where rivals can't deliver p2p training: boom. My third time buying this.
Boohoo: sp has anchored but I think 40% sales & Debs buy means a bull run is inevitable. Forget overinflated US tech stock this & ASOS are the online clothes shopping Google & Amazon of this decade in terms of cornering markets and huge potential growth.  
Up 10% combined in 2 weeks but soo far to go. Had I had the guts to buy Gfin on St. Patricks day 2020 i'd be up £14k😱. That one's my big watch in 2021. 

Best of luck to you as you’re braver than I am. I prefer to hold this stuff through the likes of Blackrock Next Generation Technology, Smith and Williamson Artificial Intelligence or ESGB as I like to sleep at night.

[Deleted User]

Tesla is aiming at the autonomous taxi market with margins off 80%
That’s the reason Cathie Woods invests, not because they sell EV cars
Whether she is right or not time will tell.
My punt is a 10k in the Jim Mellon firm Agronomics, lab made food.

Apodemus

Deleted_User said:

My punt is a 10k in the Jim Mellon firm Agronomics, lab made food.

That was one of the ones that I put on a watchlist a couple of months ago and it is up 64% since then!  However the 4 others I put on the watchlist are also up: 52%; 66%; 75% and 100%.

Meanwhile the two that I actually bought are up 1% and 41%...   I suspect that for most of us our watchlists are much better performers than we are ourselves! 

Ciprico

I put £5k on Eqtec - I like the idea of converting waste (plastic) into energy. Seems to address two
real issues.
I also like hydrogen based companies, seems to scorned by many as unsuitable for cars, and maybe it is, but plently more industrial and off grid applications where it will be useful as a fuel or for energy storage. 
My investments in Ceres is up 200% and ITM up 90% since I took the punt off "here" last year
If your goal is disruptive industries, SMT is full of them, with a degree of diversification as across many companies

IrishSean

Gfinity up 17% in 2 hours this morning...

You're welcome
😊

Apodemus

I'm sitting at 142% on ITM and 149% on AFC (both since November!) but sooner or later will need to take profits off the table, as they are seriously out of balance in my portfolio.  My hope had been to sell ITM to fund my 2021/22 SIPP drawdown, then use AFC (or one of my other AIM stocks) for 22/23 but it may make sense to cash both in now-ish and reallocate to the 22/23 sum to somewhere safer.

The big surprise to me in the energy market, though, has been Siemens Energy which is currently up 70% on my purchase price.  Somehow, you expect exceptional rises (and falls) on AIM stocks, but not for a company as big as Siemens Energy.  I'm undecided on what to do with it, as it was intended as a core holding.  I am tempted not to scale it back to its rightful level in the portfolio, as it will most probably become a useful dividend stock next year.

IrishSean

Love afc
Wish i'd bought in summer 2020

adindas

Thrugelmir said:

adindas said:

Thrugelmir said:

When you've held a stock for 25 years. Then it's time to tell the tale. When Amazon's share price fell 90% to $6 in the Dot Com boom. Many investors lost out. 

Well, I fully respect your opinion.
But considering
the current market caps
Inclusion in S&P 500
revenue prediction
superior business ecosystem
The products are in demand for the next several decades
Etc, etc
I do not believe that Tesla will ever touch the original price when I originally acquired the stock. Also, I never heard any wall street analysist ever cast that verdict in their forecast.
So that chance to get that price level in is my opinion is next to nil.

Let's watch with interest as events unfold.  Tesla isn't the first stock market company by any means to have a stretched market valuation. 

Yep let watch the show. I remember many people on this MSE have been saying that since early last year and now they have missed the boat.

"Learn from everyone, follow noone" We learn from everyone, but when come to making the final decision we only need to trust ourself.

Moe_The_Bartender

Apodemus said:

I'm sitting at 142% on ITM and 149% on AFC (both since November!) but sooner or later will need to take profits off the table, as they are seriously out of balance in my portfolio.  My hope had been to sell ITM to fund my 2021/22 SIPP drawdown, then use AFC (or one of my other AIM stocks) for 22/23 but it may make sense to cash both in now-ish and reallocate to the 22/23 sum to somewhere safer.

The big surprise to me in the energy market, though, has been Siemens Energy which is currently up 70% on my purchase price.  Somehow, you expect exceptional rises (and falls) on AIM stocks, but not for a company as big as Siemens Energy.  I'm undecided on what to do with it, as it was intended as a core holding.  I am tempted not to scale it back to its rightful level in the portfolio, as it will most probably become a useful dividend stock next year.

I bought VWS which plays in the same industry. Doubled in six months and I wouldn’t dream of selling it. Both businesses have massive order books and that is likely to continue as more wind energy producers ramp up.

brasso

Sorry, I haven't read the whole thread. Depends on the OP's expectations / hopes. Personally I've given up investing in single companies and prefer funds. In recent times, almost anything China has done really well, as have most of the Baillie Gifford Global Growth / Positive Change-style funds. A steady 30-40% in a few months. That may not be enough for the OP but it'll do me nicely.