Suggestions for a speculative punt?

Thrugelmir

Moe_The_Bartender said:

Had a discussion with a mate about the respective merits of ITM and Ceres Power which ended with us each putting a grand into our choice with a small side bet as to which turns out the better in 12 months time. I went for Ceres.

I'm sitting on the sidelines awaiting commercial growth. Cash burn suggests that there'll be further dilution of small shareholders yet. 

Moe_The_Bartender

Thrugelmir said:

Moe_The_Bartender said:

Had a discussion with a mate about the respective merits of ITM and Ceres Power which ended with us each putting a grand into our choice with a small side bet as to which turns out the better in 12 months time. I went for Ceres.

I'm sitting on the sidelines awaiting commercial growth. Cash burn suggests that there'll be further dilution of small shareholders yet. 

Worst case scenario is that I lose a grand. Best case is that it’s a ten bagger or better.

Thrugelmir

Moe_The_Bartender said:

Thrugelmir said:

Moe_The_Bartender said:

Had a discussion with a mate about the respective merits of ITM and Ceres Power which ended with us each putting a grand into our choice with a small side bet as to which turns out the better in 12 months time. I went for Ceres.

I'm sitting on the sidelines awaiting commercial growth. Cash burn suggests that there'll be further dilution of small shareholders yet. 

Worst case scenario is that I lose a grand. Best case is that it’s a ten bagger or better.

Medium case scenario is that they will both turn out to be good investments if one is prepared to be patient long enough.  

YellowStarling

I was in ITM until May, wherein I switched to Ceres (and have since added).  Have some confirmation bias from that if you like; I've taken a dose from you

DireEmblem

I quite fancy Greatland Gold still to jump up in December with Newcrest Mining looking to accelerate their farm in deal.  I believe December is when they intend to announce more details on the size of deposit they have found.

Other than that, I like tech and its difficult to find something that isn't overvalued.  Pinterest catches my eye.  They had over 600k new users in a single day only last month - a new record for them!

Ciprico

Moe_The_Bartender said:

Had a discussion with a mate about the respective merits of ITM and Ceres Power which ended with us each putting a grand into our choice with a small side bet as to which turns out the better in 12 months time. I went for Ceres.

I bought Ceres and ITM about a month ago. The former up 25% the latter down 8%.
I do like the idea of h2. Maybe not for cars but for industrial applications. Big benefit is that it can be stored. ITM's story of using excess solar power for electrolysis production of h2 sounds good. 
Still optimistic for both, though as everywhere they have competition 

house_help

bowlhead99 said:

bowlhead99 said:

csgohan4 said:
I am surprised William hill has gone up, didn't think they had such as online presence.

Their overall net revenue for the first half of the year was down about a third from previous year with the collapse of sporting events and people not being able to go into shops for a bit, but online net revenue wasn't down at all, picking up some of the slack from the stores and more people gambling while bored in lockdown, so online revenue was 67% of the (reduced) total. They became Caesars' exclusive sports betting partner in the US within the last couple of months, and then announced a co-exclusivity deal with Caesars and ESPN this week.

The share price quartered from the beginning of the year to the March bottom so has quadrupled since then to get back up over 200p, and I invested about half way up. I realise I must have put the wrong date on my post above, accidentally the same as Restaurant Group, but can't check the date now as AJBell is down for maintenance this weekend.

I see William Hill is up over 33% from this lunchtime's announcement responding to press speculation, that they had an offer from a PE firm a month ago and have since had a further offer from them and once from Caesars.  

End of day share price on 2 January: 195p
End of day share price at the bottom of the slump on 19 March: 36.7p
Price when I bought 14 May: 114p exdiv
Price a few minutes ago 25 Sep: 295.2p

I've sold some at 290 and will keep the rest to see if they end up doing a deal.

I bought some 1 June @ 140p. Have not sold any yet. Slightly odd situation now that recommended offer price from Caesars is 272p but the share price is sitting at 280p. Suggests that market still think Apollo may come with higher bid and / or hedge funds buying up shares above the 272 to stop Caesars buying shares (they cannot buy above 272) and push them to increase the current offer before they accept and help get the numbers they need. A few analysts have said its worth more plus also it went over 300p on the day of the confirmed bids. Think I will just hold and see what happens - either higher bid will come in, caersars offer goes through  at 272 or if shareholder reject I guess there is downside risk it will slip back down well below the offer price again - I am OK with that and keep as long term hold as I think their position in US is valuable and will bring rewards in longterm.

ElephantBoy57

bowlhead99 said:

End of day share price on 2 January: 195p
End of day share price at the bottom of the slump on 19 March: 36.7p
Price when I bought 14 May: 114p exdiv
Price a few minutes ago 25 Sep: 295.2p
I've sold some at 290 and will keep the rest to see if they end up doing a deal.

I have had shareholdings rise in price and I would have sold, had I been prepared, from there they went down, then went bust. I would have sold all the shares, with that profit.

Cus

Great thread. Just went back through the last 10 pages or so, checked out the current share price of quite a few suggestions from early September onwards and tbh most have gone down.

Steve182

Cus said:

Great thread. Just went back through the last 10 pages or so, checked out the current share price of quite a few suggestions from early September onwards and tbh most have gone down.

I think you will find almost every major index has gone down since 2nd September!