Suggestions for a speculative punt?

Cus

Based on this thread I had a punt on the following, putting the same amount in each of the below, around the 22nd Jan. The brackets are where they stand now to the nearest percentage point:

Anglo Pacific Group PLC: down 1%
Blue Prism Group PLC: down 45%
Clarivate PLC: down 20%
Dekel Agri-vision PLC: down 18%
Fastly Inc: down 54%
Gfinity PLC: down 22%
Hylliion holdings: down 43%
Ince Group PLC: up 61%
Seeing machines LTD: down 16%
Versarien PLC: down 45%

So who ever suggested Ince group - thanks. For the rest of you, try harder 😁

Thrugelmir

Cus said:

Based on this thread I had a punt on the following, putting the same amount in each of the below, around the 22nd Jan. The brackets are where they stand now to the nearest percentage point:

Anglo Pacific Group PLC: down 1%
Blue Prism Group PLC: down 45%
Clarivate PLC: down 20%
Dekel Agri-vision PLC: down 18%
Fastly Inc: down 54%
Gfinity PLC: down 22%
Hylliion holdings: down 43%
Ince Group PLC: up 61%
Seeing machines LTD: down 16%
Versarien PLC: down 45%

So who ever suggested Ince group - thanks. For the rest of you, try harder 😁

That's the inherent danger when you take punts. Rather than reasoned investment decisions. Always consider the negative aspect before investing. 

sevenhills

Cus said:

Based on this thread I had a punt on the following, putting the same amount in each of the below, around the 22nd Jan. The brackets are where they stand now to the nearest percentage point:

Anglo Pacific Group PLC: down 1%
Blue Prism Group PLC: down 45%
Clarivate PLC: down 20%
Dekel Agri-vision PLC: down 18%
Fastly Inc: down 54%
Gfinity PLC: down 22%
Hylliion holdings: down 43%
Ince Group PLC: up 61%
Seeing machines LTD: down 16%
Versarien PLC: down 45%

But if you had bought BIFFA you would have been at least 50% up, I even made a profit on Cineworld.

Cineworld is almost low enough to buy again, that is hoping the UK is recovering, not sure about the rest of the world.

Thrugelmir

sevenhills said:

Cus said:

Based on this thread I had a punt on the following, putting the same amount in each of the below, around the 22nd Jan. The brackets are where they stand now to the nearest percentage point:

Anglo Pacific Group PLC: down 1%
Blue Prism Group PLC: down 45%
Clarivate PLC: down 20%
Dekel Agri-vision PLC: down 18%
Fastly Inc: down 54%
Gfinity PLC: down 22%
Hylliion holdings: down 43%
Ince Group PLC: up 61%
Seeing machines LTD: down 16%
Versarien PLC: down 45%

Cineworld is almost low enough to buy again, that is hoping the UK is recovering, not sure about the rest of the world.

Box office takings generally aren't great at the moment. Summer isn't the best of time for new releases though.  

csgohan4

Thrugelmir said:

sevenhills said:

Cus said:

Based on this thread I had a punt on the following, putting the same amount in each of the below, around the 22nd Jan. The brackets are where they stand now to the nearest percentage point:

Anglo Pacific Group PLC: down 1%
Blue Prism Group PLC: down 45%
Clarivate PLC: down 20%
Dekel Agri-vision PLC: down 18%
Fastly Inc: down 54%
Gfinity PLC: down 22%
Hylliion holdings: down 43%
Ince Group PLC: up 61%
Seeing machines LTD: down 16%
Versarien PLC: down 45%

Cineworld is almost low enough to buy again, that is hoping the UK is recovering, not sure about the rest of the world.

Box office takings generally aren't great at the moment. Summer isn't the best of time for new releases though.  

I suspect Cine was pumped and dumped to a lesser extent compared with AMC. I held Cine for a shortwhile and I sold. Surprised to see it drop so far down

Old_Lifer

Of the shares on the list I only own DKL, so will not comment on the others.

The offer price for DKL is currently up about 50% since first I mentioned my holding several months ago. Bumper profits are expected from the palm oil business this year.   The cashew processing business is due to commence about now, which should add considerably to  profits.  The nuts are more expensive than other nuts because they are toxic and must be processed (initially by roasting) before they can be sold.   Processing can be done by  hand  which is time consuming or by automation.  India tends  to process by hand, whereas Vietnam uses automation . Cashews are grown in other countries  but Africa produces a huge volume which is  sent  halfway round the world for processing (often to Vietnam) and then halfway round the world to market in the USA and Europe.

By processing in  W Africa, the nuts can be taken to the coast and shipped direct to the USA and Europe saving time and transport costs.   DKL is an ethical company which has developed a good relationship with local farmers by treating them fairly and this forms mutual respect and a certain loyalty on the part of the farmers, useful should anyone else in future  try to enter the same marketplace locally.

The share price of a small  company is often very volatile with wide movements in share price.   A share price can fall quite steeply but with very little volume,  indicating that most people  are not selling the shares.

Patience is necessary for successful investing.   I look years ahead when investing and do not expect to make a  quick profit.

Neruda

Old_Lifer said:

By processing in  W Africa, the nuts can be taken to the coast and shipped direct to the USA and Europe saving time and transport costs.   DKL is an ethical company which has developed a good relationship with local farmers by treating them fairly and this forms mutual respect and a certain loyalty on the part of the farmers, useful should anyone else in future  try to enter the same marketplace locally.

Transport within W Africa is difficult, uncertain and expensive. Transport around the world is normally cheap and reliable (for instance, fish caught off Scotland is usually sent to China to be gutted and then shipped back to the UK for final sale, since shipping costs are so much less than the saving in labour costs). The pandemic has caused a drastic increase in shipping costs and reduction in capacity, but this could be a short-term phenomenon.

Old_Lifer

DKL planned the cashew expansion and did the sums long before the pandemic.   

DKL operates in Ivory Coast where modern infrastructure is a major advantage.    The largest port in W. Africa is in Ivory Coast (Abidjan), just two hours away from the Palm Oil operation.    DKL's cashew processing is automated, so while it will provide local jobs there is no large workforce and no large labour costs.

Another company in which I am invested expects shipping capacity to be more or less back to normal around the end of the year.

adindas

Cus said:

Based on this thread I had a punt on the following, putting the same amount in each of the below, around the 22nd Jan. The brackets are where they stand now to the nearest percentage point:

Anglo Pacific Group PLC: down 1%
Blue Prism Group PLC: down 45%
Clarivate PLC: down 20%
Dekel Agri-vision PLC: down 18%
Fastly Inc: down 54%
Gfinity PLC: down 22%
Hylliion holdings: down 43%
Ince Group PLC: up 61%
Seeing machines LTD: down 16%
Versarien PLC: down 45%

So who ever suggested Ince group - thanks. For the rest of you, try harder 😁

I and I remember another person as well mentioned SHLL (Tortoise Acquisition Corp) before the merger which after the merger become Hyliion (HYLN) . But I explained the strategy to deal with a SPAC stock. You will need to sell it just before the merger as this is normally the peak in majority of cases and they will be tanking after the merger due to a lot of whales are dumping their shares. I do not know when did you buy the stock. But I myself made quite reasonable profit when I sold it before the merger. The stock reached $40+ before the merger. Also I am not selling it in one go but little byt little. Just one example

I then rerentered later under HYLN and keep Dollar Cost Averaging (DCA) it, as I believe that this stock for long run. With the high growth stock, it is good to use Dollar Cost Averaging (DCA) Strategy by Nibling it little by little every time you see the price is bottoming as when there is a market correction or sector rotation the high growth stock will be the first victim. Also as I mentioned before I normally use a stop loss in high growth stock with high volatility to avoid a big loss. You could reenter later with lower price if you believe in the stock for the long run.

We have seen recently vast majority of small/mid cap the high growth stock are tanking since March 2021 not just HYLN. But it does not mean it will not bounce back.

Hyliion (HYLN) at the moment is an $15.00 dollar stock based on wall street analysts prediction. The analyst will keep updating their price target.

https://www.tipranks.com/stocks/hyln/forecast

I do not know what is your average price. But if it is a round $14 there is a good chance you will be making profit later. 😁😁😁😁

But this is the decision you will have to make by yourself. But in my case I am not selling it. In a few months I will post my result again

Here is the print screen of my position it is currently down 5.10% (including FX impact) but I am still  making profit from selling it before the merger. Also 5.10%  is nothing if you compared it to other low/mid Cap High growth which is currently down 40%+. a few are even 60%+ due to market correction for high growth stock.

I will keep DCA as I believe this stock for a long term holding and just a matter of time before bouncing back when they start making profit.

Steve182

Cus said:

Based on this thread I had a punt on the following, putting the same amount in each of the below, around the 22nd Jan. The brackets are where they stand now to the nearest percentage point:

Anglo Pacific Group PLC: down 1%
Blue Prism Group PLC: down 45%
Clarivate PLC: down 20%
Dekel Agri-vision PLC: down 18%
Fastly Inc: down 54%
Gfinity PLC: down 22%
Hylliion holdings: down 43%
Ince Group PLC: up 61%
Seeing machines LTD: down 16%
Versarien PLC: down 45%

So who ever suggested Ince group - thanks. For the rest of you, try harder 😁

Should rename this thread, suggestions for a speculative short