Suggestions for a speculative punt?

joebob

I have bought some carnival shares i  only see them going one way up. lots of older people who have been isolating with plenty of money burning a hole in there pocket 

csgohan4

joebob said:

I have bought some carnival shares i  only see them going one way up. lots of older people who have been isolating with plenty of money burning a hole in there pocket 

I think they would be more likely to holiday at home, not everyone on the cruise ship will likely be vaccinated completely and there will be apprehension to an extent

jjdc

jjdc said:

jjdc said:

For me, and I've done weeks/months of research / reading, but dyor (I have shares invested in each apart from amigo):
'Safeish long term punt' - AMD, amazing new cpus, finally releasing a  decent GPU, their chips are in next gen consoles, unlikely Nvidia will purchase ARM, taking server market share from intel. I've had a nice 10% rise last week already, expecting it to hit $70 by xmas
'Gamble' - Amigo, if it gets back to 6p, could easily go back to 10p+ on merest whiff of good news (or it could go chebs up, will disappear), main shareholder dumping his shares at 1% a day, august will be an interesting month.
Potential life changer - Avacta, I'm hoping it to at least double over next month or two. Been trading at £1.20 -> £1.40 for last few weeks, been following these and novacyt for months - news expected imminently  

Just remembered this thread, thought I'd give an update
AMD now around the $90 mark, think it would have gone higher were it not for GPU and 5000 series CPU production issues affecting both consoles and components, even so demand will outstrip supply for the next 6 months. If they can sort out their supply chain these will get in to 3 figures this year imo.

Amigo had been up, then down, then up and back around 6-7p. I'll be surprised if the SOA is accepted, but would the FCA incur the wrath of customers if they end up with pennies in payout, instead of a potential few more pennies. Probably better off with roulette now, will either fold or get back to lending and a large uplift in SP.

Avacta - I've been out with my dates, currently around £1.80 after dropping to £1 straight after vaccine news where I added more to my portfolio. They're rumoured to be supplying affimer technology in moonshot LFT test (hence recent huge increase) being manufactured by the British consortium of companies. Exciting news regarding BAMS, AVA cancer therapies and LFT due within weeks, so great long term potential imo. This one has made me break all the golden rules on investing. Naughty.

Avacta have been named in all the news papers since Friday night as the company providing the technology for moonshot. I think they'll be a bit higher than £1.80 on Monday, possibly £2+. If anyone did buy in over last week or two, well done. Also recently given the go ahead for cancer trials to start which is their bread and butter - the covid lft is merely a way for them to demonstrate the power of affimers.

If it's too rich next week to buy in, Novacyt the previous government darlings have gone order news shy, recently released a portfolio of products, waiting for news one phase 1 extension, possibly even phase 2 in some form, currently sitting at £7.50ish but I think this week's focus will cause biotech investers to panic and move to omega diagnostics, Avacta and Abingdon, and the news about successful vaccine rollout. Their SP could drop to under £7 imo from recent highs of £11 and this is a company with £100m cash in the bank, near £1m a day in sales, £150m profit and mcap of just £500m (same as Avacta who have yet to officially sell a bean). Now involved in identifying new strains globally. Investers weren't impressed enough with those figures, but I think a rebound to £9 over next month or two is on the cards

DYOR obviously, but I've been pretty accurate about about AMD, Avacta and amigo loans so far imo. Now, about that 3.20 at Chepstow...

joebob

csgohan4 said:

joebob said:

I have bought some carnival shares i  only see them going one way up. lots of older people who have been isolating with plenty of money burning a hole in there pocket 

I think they would be more likely to holiday at home, not everyone on the cruise ship will likely be vaccinated completely and there will be apprehension to an extent

Was in paper last week that a round the world cruise for next year had sold out in 24 hours 
Lots of people on cruise forums chomping at bit to get away.

csgohan4

joebob said:

csgohan4 said:

joebob said:

I have bought some carnival shares i  only see them going one way up. lots of older people who have been isolating with plenty of money burning a hole in there pocket 

I think they would be more likely to holiday at home, not everyone on the cruise ship will likely be vaccinated completely and there will be apprehension to an extent

Was in paper last week that a round the world cruise for next year had sold out in 24 hours 
Lots of people on cruise forums chomping at bit to get away.

Maybe their after a cheap offer potentially. Either way penny stocks are somewhat risky, and not risk free. But seems a reasonable punt. 

adindas

jjdc said:

jjdc said:

For me, and I've done weeks/months of research / reading, but dyor (I have shares invested in each apart from amigo):
'Safeish long term punt' - AMD, amazing new cpus, finally releasing a  decent GPU, their chips are in next gen consoles, unlikely Nvidia will purchase ARM, taking server market share from intel. I've had a nice 10% rise last week already, expecting it to hit $70 by xmas
'Gamble' - Amigo, if it gets back to 6p, could easily go back to 10p+ on merest whiff of good news (or it could go chebs up, will disappear), main shareholder dumping his shares at 1% a day, august will be an interesting month.
Potential life changer - Avacta, I'm hoping it to at least double over next month or two. Been trading at £1.20 -> £1.40 for last few weeks, been following these and novacyt for months - news expected imminently  

Just remembered this thread, thought I'd give an update
AMD now around the $90 mark, think it would have gone higher were it not for GPU and 5000 series CPU production issues affecting both consoles and components, even so demand will outstrip supply for the next 6 months. If they can sort out their supply chain these will get in to 3 figures this year imo.

Amigo had been up, then down, then up and back around 6-7p. I'll be surprised if the SOA is accepted, but would the FCA incur the wrath of customers if they end up with pennies in payout, instead of a potential few more pennies. Probably better off with roulette now, will either fold or get back to lending and a large uplift in SP.

Avacta - I've been out with my dates, currently around £1.80 after dropping to £1 straight after vaccine news where I added more to my portfolio. They're rumoured to be supplying affimer technology in moonshot LFT test (hence recent huge increase) being manufactured by the British consortium of companies. Exciting news regarding BAMS, AVA cancer therapies and LFT due within weeks, so great long term potential imo. This one has made me break all the golden rules on investing. Naughty.

Semiconductors, Chips, is currently in shortage due to sudden spike in demand for autonomous driving, ESG control, Crypto mining.

Any good stocks in these areas will do well.

Anyway, AMD has been known as a good buy since a few months  ago after they out phased Intel in their 7nm chip development. Just need to check so the people start position at the best entry point.

adindas

joebob said:

csgohan4 said:

joebob said:

I have bought some carnival shares i  only see them going one way up. lots of older people who have been isolating with plenty of money burning a hole in there pocket 

I think they would be more likely to holiday at home, not everyone on the cruise ship will likely be vaccinated completely and there will be apprehension to an extent

Was in paper last week that a round the world cruise for next year had sold out in 24 hours 
Lots of people on cruise forums chomping at bit to get away.

Cruises is not like a short holiday trip in the EU countries. The people book cruise holiday well in advance, about a year in advance. So, the current booking is by the end of this year at the earliest or next year. Is it highly likely the pandemic will end by the end of this year and these people have a lot of discretionary income to spend due to lock down during pandemic.

Nowadays the cruise holidays are no longer for the wealthier. Many people could now effort cruise holidays, as long as they have enough leisure time and they like a cruise holiday. 

Cruise companies have started taking booking, so they are now highly likely to survive as they have a cash flow to maintain. Just look at how CCL, RCL, NCL are performing now.

As you could start witnessing since last week, most of tech stock are red and most of recovery stocks such as Airlines, Banks, Travel Agent, Holiday Bookers, Cruises are going up. This is evidence of market/sector rotation where the people have more confidence on recocery stocks. Instead of putting their money on tech stock they choose this recocery sector.

I never advise people to buy/hold/sell stock in this MSE  including these cruise stocks. Do gauge your own risk/rewards. You take your own gain, you take your own loss.

Dandytf

Enjoying Loss reduction in TGP venture.
Losses cut from -54% down to-50%
@Thrugelmir  -Let's hope this continues.
Thanks
 

adindas

Dandytf said:

Enjoying Loss reduction in TGP venture.
Losses cut from -54% down to-50%
@Thrugelmir  -Let's hope this continues.
Thanks
 

This is evidence that even you are a value investor, you are not immune from the Market/Sector Rotation, Market Correction, Market Crash. This stock is even doing worse than growth stocks.

I do both value and Growth investing. But for value stock my criteria is that they still have  a lot of room to grow even at a slower phase than growth stock.  For a more mature stocks I will be choosing the stocks paying a juicy dividends.

Those who want to be immune from the Market/Sector Rotation, Market Correction, Market Crash then the option is to stick with saving, account, bonds.

csgohan4

adindas said:

joebob said:

csgohan4 said:

joebob said:

I have bought some carnival shares i  only see them going one way up. lots of older people who have been isolating with plenty of money burning a hole in there pocket 

I think they would be more likely to holiday at home, not everyone on the cruise ship will likely be vaccinated completely and there will be apprehension to an extent

Was in paper last week that a round the world cruise for next year had sold out in 24 hours 
Lots of people on cruise forums chomping at bit to get away.

Cruises is not like a short holiday trip in the EU countries. The people book cruise holiday well in advance, about a year in advance. So, the current booking is by the end of this year at the earliest or next year. Is it highly likely the pandemic will end by the end of this year and these people have a lot of discretionary income to spend due to lock down during pandemic.

Nowadays the cruise holidays are no longer for the wealthier. Many people could now effort cruise holidays, as long as they have enough leisure time and they like a cruise holiday. 

Cruise companies have started taking booking, so they are now highly likely to survive as they have a cash flow to maintain. Just look at how CCL, RCL, NCL are performing now.

As you could start witnessing since last week, most of tech stock are red and most of recovery stocks such as Airlines, Banks, Travel Agent, Holiday Bookers, Cruises are going up. This is evidence of market/sector rotation where the people have more confidence on recocery stocks. Instead of putting their money on tech stock they choose this recocery sector.

I never advise people to buy/hold/sell stock in this MSE  including these cruise stocks. Do gauge your own risk/rewards. You take your own gain, you take your own loss.

probably explains why tech and my INRG stocks are tanking, at a loss atm sadly. TSLA is surprising, feel sorry who bought when they were at their high. 

Least my IAG is now taking off literally. Still kicking myself for selling my CINE stock @ 59p when they had a mini dive. Hindsight makes the best investor

Come the new tax year, going to invest in traditional index trackers/ satellites, rather than value stocks, I don't think there's more to be squeezed anymore from them, unless your Bowelhead.

You can't flog a dead horse

However I still think there's more to come from RR, EZY/IAG

Do your own research