Suggestions for a speculative punt?

adindas

Durban said:low point would be good

There is no guarantee that a vaccine will be found

Nothing is guaranteed but with 150+ candidates, in the race to develop vaccine it is reasonable to expect that a few will be successful. Some developers are already in the stage three (e.g final trial stage) such as the one from Oxford Univ/Astra Zeneca, Pfizer, Moderna, Merck, Johnson and Johnson.

Even the result of stage 3 trail has not been known, Oxford University in collaboration with Astra Zeneca has started manufacturing the potentially successful vaccine.
"We are starting to manufacture this vaccine right now. And we have to have it ready to be used by the time we have the results," he said. AstraZeneca says it will be able supply two billion doses of the vaccine.

https://www.bbc.co.uk/news/business-52917118

eatmyshorts

Moe_The_Bartender said:

eatmyshorts said:

Bought £500 of seeing machines (SEE) yesterday @2.95. 

Now that’s what I call speculative. Do you know something that no one else does?

No. Just speculation, plenty of potential though. 

adindas

Username999 said:

eatmyshorts said:

Bought £500 of seeing machines (SEE) yesterday @2.95. 

.....
Any other companies in the AI sector?

You might want to have a closer look at "Palantir" AI & big data analytics company. It is about one month a way (hopefully) to go for IPO. When it happens it will be the biggest tech IPO since Uber. The people behind them Peter Thiel (also Alex Karp to some extents) are well known figures.

[Deleted User]

adindas said:

Username999 said:

eatmyshorts said:

Bought £500 of seeing machines (SEE) yesterday @2.95. 

.....
Any other companies in the AI sector?

You might want to have a closer look at "Palantir" AI & big data analytics company. It is about one month a way (hopefully) to go for IPO. When it happens it will be the biggest tech IPO since Uber. The people behind them Peter Thiel (also Alex Karp to some extents) are well known figures.

Interesting company, heavily used in the Defence and Government sector - less in other industries (and made famous by Ed Snowden)

csgohan4

Seems SMT is on it's way down albeit slowly. Had a good run I guess

mark55man

my punt a few years after the finance crash in 2008 was LLOY - picked them up at 21p-25p- went on to about 70.Now Lloyds are back at 26p because of CoVid provisions (for loans not yet declared as bad).  I think if you are prepared for a longer term speculative punt these should return to value over 2-3 years - unless we are still in lockdown, in which case I don't think any share will be doing OK.  

If you want something more immediate I would suggest finding a gold miner - often peaking a bit later than the gold price as the extra profit washes through.  Let me know if you find one.  The trouble with trying to double up frequently is that you will get it wrong once or twice and that will hurt your returns 

adindas

mark88man said:

my punt a few years after the finance crash in 2008 was LLOY - picked them up at 21p-25p- went on to about 70.Now Lloyds are back at 26p because of CoVid provisions (for loans not yet declared as bad).  I think if you are prepared for a longer term speculative punt these should return to value over 2-3 years - unless we are still in lockdown, in which case I don't think any share will be doing OK.  

If you want something more immediate I would suggest finding a gold miner - often peaking a bit later than the gold price as the extra profit washes through.  Let me know if you find one.  The trouble with trying to double up frequently is that you will get it wrong once or twice and that will hurt your returns 

The problem with the banking sectors is their executive pays. Their pays are ridiculous even if the performance is very poor. All of these guys know that they get apprised in a short term therefore will maximise the short-term profitability even the companies will suffer in the long run, by that time the company suffer they are already gone, so no impact to them at all. By the end of the day the taxpayers will bail them out.

Compare it to executive pays of other industries. Elon musk for instance. He’s known for forgoing any annual base pay. Instead, his earnings come from Tesla stock.

mark55man

I'm not sure ELon Musk is a good example for financial responsibility - wasn't he like 10x any other US exec.

I don't disagree with you in general, but I don;t think banks are much the worse at the CEO level, and if banks know one thing its how to make money out of anything.  Plus they made £3.5bn - and I am investing on the basis that the pandemic won't be forever- even if it take 3-5 years 

IrishSean

It looks like Lemonade will do to the insurance sector what Fever Tree did to the drinks mixer sector: take a lazy, complacent, set in it's ways market place & stand it on it's head.

Lemonade's IPO was beginning of July: it uses an AI actuary to work out premiums and another AI to deal with claims. 25% of it's revenue goes to charity for 3 reasons: it looks socially responsible & corporately altruistic. In truth it's for 2 other reasons: tax breaks & reducing over-inflated or spurious claims. How many people will file a fake claim if it's a childrens' cancer charity that loses out?! It's a safety brake in company run by computers.

It's big data meets social psychology meets AI all wrapped up in an insurance bubble: and it's genius. 

Noone says they'll 'web search' something now: they Google it. You'll be 'Nading' your house or car in 5 years time.

Share price wise? It'll either get pumped & dumped in 3 months or spend a year dropping 10 fold. 

Long term it could well be another Google or Facebook. 

Thrugelmir

adindas said:

mark88man said:

my punt a few years after the finance crash in 2008 was LLOY - picked them up at 21p-25p- went on to about 70.Now Lloyds are back at 26p because of CoVid provisions (for loans not yet declared as bad).  I think if you are prepared for a longer term speculative punt these should return to value over 2-3 years - unless we are still in lockdown, in which case I don't think any share will be doing OK.  

If you want something more immediate I would suggest finding a gold miner - often peaking a bit later than the gold price as the extra profit washes through.  Let me know if you find one.  The trouble with trying to double up frequently is that you will get it wrong once or twice and that will hurt your returns 

The problem with the banking sectors is their executive pays. Their pays are ridiculous even if the performance is very poor. All of these guys know that they get apprised in a short term therefore will maximise the short-term profitability even the companies will suffer in the long run, by that time the company suffer they are already gone, so no impact to them at all. By the end of the day the taxpayers will bail them out.

Compare it to executive pays of other industries. Elon musk for instance. He’s known for forgoing any annual base pay. Instead, his earnings come from Tesla stock.

A $2.1 billion share bonus for a company which is barely profitable.........