Suggestions for a speculative punt?

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 😁

May I ask if you did any further research on any of these companies before investing?

Basic numbers from Stockopedia with no other research or evaluation of the business.

Anglo Pacific Group PLC - lost money in 2020 but high profits now forecast for 21/22. I would have expected SP to pick up but slow in doing so. Not investigated the reason...maybe I will, could be a punt now?

Blue Prism Group PLC - Still forecast to be unprofitable in 21/22

Clarivate PLC - Forecast to start making a profit this year. However SP depressed. Not investigated the reason...again, maybe I will, could be a punt now?

Dekel Agri-vision PLC - forecast to become profitable in 22

Fastly Inc - High revenue CAGR but not forecast to be profitable 21/22

Versarien PLC - making huge losses last 6 years and no obvious improvement forecast, I've no idea why anyone would recommend this share unless they know something not apparent to the market? 

Neruda

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:


Fastly Inc: down 54%

I remember the discussion about Fasly Inc, which prompted me to invest. Rather than buying the single share I bought the Cloud Computing ETF of which Fasly is a major consitutent, and today that investment is up by 36 per cent.

adindas

A person was asking Fastly (FSLY) last year in this thread. On the surface, Fastly (FSLY) is a good growth stock based on analyst, and average wall street analyst prediction this stock shall be $56 so there is still a small room to grow from the current price of $50.35. Also ARK Invest along with other ruputabe institutions own this stock. There are more inflow rather than outflow buying from insitutional investors of this stock so it is a good sign for a good stock. But you should not enter at the current price as the Risk/Reward is not in your favour.

FSLY's have enough cash that can cover FSLY's cash burn for at least 1 year. Its assets exceed its liabilities. A good sign it will not go bankrupt for at least one year.

FSLY's revenue has grown much faster than the US market average

Wall Street Analyst might revise their prediction after the earning season. When the stoc price reaches around $56 and no change in the analyst price prediction it is better to sell part of it and wait the dip again before adding your position.

I do not know how you guys play with Fastly (FSLY). I have been making reasonable profit trading Fastly (FSLY). The principle is simple “Buy Low Sell High”. I do not currently have position in this stock as I have liquidated it. But when I see a significant dip again I will reenter.

The printscreen below is just one example how I apply this principle and I have been doing this multiple times with Fastly (FSLY) and have been making profit a few hundred £.

For the roller coaster stock, small/mid Cap high growth stock, never ever buy it when it is a long time high or close to long time high, unless you have a very good reason for it. You would rather miss it than buy it at the peak. Also buy it in a smaller chunk is better than buy it in one go. I remember when I mentioned this strategy in this thread there are a few people are mocking me. You know who you are.

Old_Lifer

If anyone is interested,  DKL's  Final Results for 2020 can be found in the RNS dated 24.6.21 which sets-out the Company's current position.

The palm oil price increased sharply late last year and is expected to remain high for some time,  so this will be reflected in the  2021 Results.  The cashews have a higher profit-margin and this will also add to profits.  However, it is next year when processing steps-up at pace , that the cashews are expected to really contribute  to profits.

adindas

csgohan4 said:

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

Here is what I have made with Cineworld. With the stock with a lot of debt like this, it should not be intended for long holding until you see they start earning and making healthy profit. But I will reenter again for a short term play when I see the price is about GBX 45.

Cus

Steve182 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%

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

May I ask if you did any further research on any of these companies before investing?

Basic numbers from Stockopedia with no other research or evaluation of the business.

Anglo Pacific Group PLC - lost money in 2020 but high profits now forecast for 21/22. I would have expected SP to pick up but slow in doing so. Not investigated the reason...maybe I will, could be a punt now?

Blue Prism Group PLC - Still forecast to be unprofitable in 21/22

Clarivate PLC - Forecast to start making a profit this year. However SP depressed. Not investigated the reason...again, maybe I will, could be a punt now?

Dekel Agri-vision PLC - forecast to become profitable in 22

Fastly Inc - High revenue CAGR but not forecast to be profitable 21/22

Versarien PLC - making huge losses last 6 years and no obvious improvement forecast, I've no idea why anyone would recommend this share unless they know something not apparent to the market? 

I did absolutely no research at all.  I just stuck a chunk in each of the above for fun, to see how good the punts are from the sages of this forum 😁
I do intend to hold these for a couple of years.

I have no interest in the financial subject matter, I just like gambling.
Its one of the reasons why I employ a wealth manager for at least 95% of my investments, as I couldn't trust myself to not sell it all at the slightest hint of a correction and stick it all on Tesla or do something else really stupid.

adindas

I mentioned that online gambling/gaming is the hot sector in the US due to the proliferation of online gambling/gaming in the US and Canada to increase the state revenue.

Yesterday alone GNOG (Golden Nugget Online Gaming) Stock jump up +50.77% while my DKNG (Draftking) stock only jump +1.49% today on the news of the DKNG will acquire the GNOG. Glad I have shares on both companies DKNG and GNOG. In M&A The stock of the acquired company (in this case GNOG) will normally jump up for obvious reason.

But even without this M&A news the GNOG and DKNG should already be put into in the hot stock list from the beginning.

The crude oil is currenty keep droping. It is probably good to wait until bottoming and add the portfolio to increase divesification as to be used as a hedging tool.

I believe it is similar to other COVID-19 related stock, it is just a matter of time before they will jump again as the demand of crude oil will rise once more people travelng and start using their car as it used to be.

The news like this will make some people who do not get used to how to play the game will sell their shares

Charts show that Covid is hitting parts of Asia harder now than when the pandemic began

https://www.cnbc.com/2021/08/10/covid-is-hitting-parts-of-asia-harder-now-than-beginning-of-pandemic.html

Acting as a contrarian you will wait to bottom and use the opportunity to buy a good stock with sound revenue.

StevetheMattMan

Looks like I have lost a chunk of change in a hotel company in the UK as a property investment. They were building this that and the other and I was duped by the attractive sales talk and good looking magazines. of course, the returns offered were also somewhat attractive.

More fool me.

So, if you want a speculative punt then maybe opt for the hospitality industry in the UK, as from further investigation it seems that I am not the only one to suffer from the speculation punt in that arena.

adindas

StevetheMattMan said:

Looks like I have lost a chunk of change in a hotel company in the UK as a property investment. They were building this that and the other and I was duped by the attractive sales talk and good looking magazines. of course, the returns offered were also somewhat attractive.

More fool me.

So, if you want a speculative punt then maybe opt for the hospitality industry in the UK, as from further investigation it seems that I am not the only one to suffer from the speculation punt in that arena.

IMHO you can not judge the performance of UK hospitality stocks to this date as they have not been fully recovered. I fully believe hospitality industries who could still exist until full COVID-19 recovery will eventually make a good return.

I will be extremely carefull in investing in REIT. As selling properties, houses, there are a lot of scammers outthere try to fool people.

Anyone who started investing in the hospitality industries since the beginning of the pandemic should make return today. Even the stock with a lot of debts such as cruise lines CCL, NCL, Airlines people are still making profit if they start buying at the beginning of the COVID last year when most people are selling their stocks and use a good exit strategy. Buying it now ?? Might but I wil only buy when there is a significant dip because of bad news, missing earning,etc.

People losing money because they are doing exactly the opposite. They buy when they hear the news a lot of people are buying which will keep pushing the price up. That is FOMO (Fears of Missing Out) and you will lose money buying it (especially if you impatient and just want to hold it for a short term) while other people make profit by selling it.

NedS

adindas said:

The crude oil is currenty keep droping. It is probably good to wait until bottoming and add the portfolio to increase divesification as to be used as a hedging tool.

I believe it is similar to other COVID-19 related stock, it is just a matter of time before they will jump again as the demand of crude oil will rise once more people travelng and start using their car as it used to be.

Fantastic. Please let me know when the crude market bottoms as I'm looking to top up. Mind you, at $71 a barrel for Brent crude, I'd describe that more as just off recent highs than currently keep dropping.