Suggestions for a speculative punt?

Thrugelmir

A small UK business I've come across recently ~ Robinson Packaging Innovation (RBN). 

coachman12

Thrugelmir said:

A small UK business I've come across recently ~ Robinson Packaging Innovation (RBN). 

Just been giving RBN the once-over. Multinational in Chesterfield and Poland !
Management looks strong, both Chairman----and the new CEO whose background I have browsed since her M&S days. Are you buying enough to put you on the published shareholder list ? 
Although plastic is a dirty word these days, I can't see any of the stuff that RBN providing the bottles and packaging for ever being replaced in foreseeable future. Can't see Covid having very poor effect unless there is trouble keeping the couple of hundred staff. Good share price. What makes you think, I should buy any shares ? I'd be grateful to know what turns you on to this company please, as you know that you are my MSE  guru on these Forums !! 

Thrugelmir

coachman12 said:

Thrugelmir said:

A small UK business I've come across recently ~ Robinson Packaging Innovation (RBN). 

Just been giving RBN the once-over. Multinational in Chesterfield and Poland !
Management looks strong, both Chairman----and the new CEO whose background I have browsed since her M&S days. Are you buying enough to put you on the published shareholder list ? 
Although plastic is a dirty word these days, I can't see any of the stuff that RBN providing the bottles and packaging for ever being replaced in foreseeable future. Can't see Covid having very poor effect unless there is trouble keeping the couple of hundred staff. Good share price. What makes you think, I should buy any shares ? I'd be grateful to know what turns you on to this company please, as you know that you are my MSE  guru on these Forums !! 

Not recommending that anyone should buy the shares.  Price has moved signficantly since I first bought in. (@85p) Happened by chance to hear the CEO speak. Recyclable plastics, paper bottles etc are the future direction of the company. 

In a time of turmoil simply being above average is sufficient to warrant inclusion in a portfolio. Cash is after all king. 

StellaN

Sally57 said:

Nio share price is down to 11.82 so may be worth a punt now. Li Auto inc has set terms for the US IPO so this could be another possibility in the Chinese EV market. 

Well, I bought a small amount of Nio (£5K) at around 15.00 so I'm considering topping up a bit next week as its a long term hold and I can see considerable growth in the future. Will look into Li Auto as it sounds interesting especially as they are solely specialising in the SUV EV market.

barnstar2077

adindas 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  

AMD is a good investment based on many recent comments from various analysts. Also, this stock is owned by many institutional investors which include. Vanguard, Blackrock, JP Morgan, Wellington Mgmt.

But AMD stock is currently at long time high. Also, you might already own it via your index fund. For a speculative punt, there is no inherent benefit to buy stock at long time high as you could easily get similar stock at any time you want to.

Intel (INT) just saw a significant price drop price in the last few days due to the delay of launching the 7nm chips. So, they are lacking behind their main competitors AMD. Yesterday’s alone the drop was 16.24% in a single day. People aiming to a more speculative punt (possibly high reward) might play a close attention to Intel.  This is a blue-chip company that is unlikely to go under administration. Once they could catch up you will be rewarded. But also certainly also carry significant risk with further drop in price.

I thought the same thing about Intel when someone mentioned AMD.  Intel still have approaching double the CPU market share that AMD has, and they have been in business since 1968, which for a technology company is very impressive.  Also, among PC enthusiasts, brand loyalty is often hard to break.  Which is great news if you are already the largest semiconductor manufacturer.   If I had some spare cash to spend on a punt I think it would be a pretty safe bet in the long run (This is not advice, just my own personal opinion.) 

adindas

barnstar2077 said:

adindas 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  

AMD is a good investment based on many recent comments from various analysts. Also, this stock is owned by many institutional investors which include. Vanguard, Blackrock, JP Morgan, Wellington Mgmt.

But AMD stock is currently at long time high. Also, you might already own it via your index fund. For a speculative punt, there is no inherent benefit to buy stock at long time high as you could easily get similar stock at any time you want to.

Intel (INT) just saw a significant price drop price in the last few days due to the delay of launching the 7nm chips. So, they are lacking behind their main competitors AMD. Yesterday’s alone the drop was 16.24% in a single day. People aiming to a more speculative punt (possibly high reward) might play a close attention to Intel.  This is a blue-chip company that is unlikely to go under administration. Once they could catch up you will be rewarded. But also certainly also carry significant risk with further drop in price.

I thought the same thing about Intel when someone mentioned AMD.  Intel still have approaching double the CPU market share that AMD has, and they have been in business since 1968, which for a technology company is very impressive.  Also, among PC enthusiasts, brand loyalty is often hard to break.  Which is great news if you are already the largest semiconductor manufacturer.   If I had some spare cash to spend on a punt I think it would be a pretty safe bet in the long run (This is not advice, just my own personal opinion.) 

Unlike AMD which is seen as a budget processor / chip manufacturer. Intel is still seen as a premium chip/processor manufacturer. Also its balance sheet is in good condition. It is only that the new management seems to be chaotic and the investor might have lost confidence to the company. Thus, reflected in the significant drop in to the share price. The new CEO Bob Swan was a former Intel CFO. He is a person who is responsible for the delay of the launching of 7nm Chip. Also, unlike AMD CEO, he has very little background in engineering. But if intel manages to catch up and  maintain its leading position, the share price will shut up again.

Durban

Carnival ? 

Maxcyte ? 

kinger101

adindas said:

barnstar2077 said:

adindas 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  

AMD is a good investment based on many recent comments from various analysts. Also, this stock is owned by many institutional investors which include. Vanguard, Blackrock, JP Morgan, Wellington Mgmt.

But AMD stock is currently at long time high. Also, you might already own it via your index fund. For a speculative punt, there is no inherent benefit to buy stock at long time high as you could easily get similar stock at any time you want to.

Intel (INT) just saw a significant price drop price in the last few days due to the delay of launching the 7nm chips. So, they are lacking behind their main competitors AMD. Yesterday’s alone the drop was 16.24% in a single day. People aiming to a more speculative punt (possibly high reward) might play a close attention to Intel.  This is a blue-chip company that is unlikely to go under administration. Once they could catch up you will be rewarded. But also certainly also carry significant risk with further drop in price.

I thought the same thing about Intel when someone mentioned AMD.  Intel still have approaching double the CPU market share that AMD has, and they have been in business since 1968, which for a technology company is very impressive.  Also, among PC enthusiasts, brand loyalty is often hard to break.  Which is great news if you are already the largest semiconductor manufacturer.   If I had some spare cash to spend on a punt I think it would be a pretty safe bet in the long run (This is not advice, just my own personal opinion.) 

Unlike AMD which is seen as a budget processor / chip manufacturer. Intel is still seen as a premium chip/processor manufacturer. Also its balance sheet is in very good condition. It is only that the new management seems to be chaotic and the investor might have lost confidence to the company. Thus, reflected in the significant drop in to the share price. The new CEO Bob Swan was a former Intel CFO. He is a person who is responsible for the delay of the launching of 7nm Chip. Also, unlike AMD CEO, he has very little background in engineering. But if intel manages to catch up and  maintain its leading position, the share price will shut up again.

I'd be more interested to know how their GPU business stacks up against NVIDIA. I see more growth potential in AI.

Thrugelmir

Durban said:

Carnival ? 

Having secured their borrowing against their assets (cruise ships) doesn't instill confidence. 

adindas

kinger101 said:

adindas said:

barnstar2077 said:

adindas 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  

AMD is a good investment based on many recent comments from various analysts. Also, this stock is owned by many institutional investors which include. Vanguard, Blackrock, JP Morgan, Wellington Mgmt.

But AMD stock is currently at long time high. Also, you might already own it via your index fund. For a speculative punt, there is no inherent benefit to buy stock at long time high as you could easily get similar stock at any time you want to.

Intel (INT) just saw a significant price drop price in the last few days due to the delay of launching the 7nm chips. So, they are lacking behind their main competitors AMD. Yesterday’s alone the drop was 16.24% in a single day. People aiming to a more speculative punt (possibly high reward) might play a close attention to Intel.  This is a blue-chip company that is unlikely to go under administration. Once they could catch up you will be rewarded. But also certainly also carry significant risk with further drop in price.

I thought the same thing about Intel when someone mentioned AMD.  Intel still have approaching double the CPU market share that AMD has, and they have been in business since 1968, which for a technology company is very impressive.  Also, among PC enthusiasts, brand loyalty is often hard to break.  Which is great news if you are already the largest semiconductor manufacturer.   If I had some spare cash to spend on a punt I think it would be a pretty safe bet in the long run (This is not advice, just my own personal opinion.) 

Unlike AMD which is seen as a budget processor / chip manufacturer. Intel is still seen as a premium chip/processor manufacturer. Also its balance sheet is in very good condition. It is only that the new management seems to be chaotic and the investor might have lost confidence to the company. Thus, reflected in the significant drop in to the share price. The new CEO Bob Swan was a former Intel CFO. He is a person who is responsible for the delay of the launching of 7nm Chip. Also, unlike AMD CEO, he has very little background in engineering. But if intel manages to catch up and  maintain its leading position, the share price will shut up again.

I'd be more interested to know how their GPU business stacks up against NVIDIA. I see more growth potential in AI.

This technical article is quite recent.

https://www.tomshardware.com/uk/news/intel-xe-graphics-all-we-know

When come to the dedicated Graphics cards, neither Intel nor AMD could match NVIDIA. But in GPU, Intel is still competitive enough.

It is only that Intel is currently built upon 10+ nm Chip. While other competitors have moved to 7nm chip. A few chip makers have even tried 5nm chip and have planned a mass production this year.

Investing in AI is a no brainer as many things will rely on AI to increase efficiency in the future.

NVIDIA have been recommended by many analysts. But as an investor you do not like to invest in a company when they are at long time or close to long time high.  You prefer to invest when they are having a dip, or to invest in a company who you believe is unfairly punished and therefore will have an upside potential to rebounce back to make a huge gain.