Suggestions for a speculative punt?

[Deleted User]

adindas said:

Well, I am not here to defend Slack. I am here to make money.

But this site explain how they make money, Their business Model

https://fourweekmba.com/slack-business-model/

https://www.investopedia.com/articles/investing/012616/how-does-slack-work-and-make-money.asp

Many revenues come from enterprise.

Above all, salesforce is not going to acquire slack if they do not see any potential benefit, integration. The Same model when Facebook, Amazon, Google. Microsoft acquire companies many of them are loss making, but these companies could definitely see the benefit if other system is integrated into their Business Ecosystem.

ARK Invest has started their position in this companies since a while and keep topping up their position.  They probably could see that other ordinary people could not see such potential to be acquired by a large enterprise which has finally happened. ARK Invest has a reputation to spot the company in their infancy and have potential to become a monster.

If you could identify the small Technology companies to be acquired by the big players, that is where the big gain will come from.

I totally agree - and I think I know where it could fit inside SFs portfolio (by offering conversations in the marketing insights tool Datorama - similar to what Domo do)
As you said their revenue comes from enterprises - at the past four mega cap projects (largest turnover 50 billion+) I have been on, nobody paid the subscription - they all had the free version.
Coming back to Domo, now that's a punt and a few of the mega Digital Marketing vendors (Adobe, Oracle, Salesforce, IBM etc) would love to have that in their portfolio 

richtips86

Shocking_Blue said:

richtips86 said:

Another_Saver said:

richtips86 said:

Is anybody here looking at Zoetic International (ZOE) a UK listed but predominantly USA based CBD firm?! They just announced their first potentially company making RNS signing an agreement with AATAC.

ABF are getting into that too (could see that as the speculative element) while being a consumer staple co (food, agri, sugar  and brands) and owning Primark,whichyou could see as a value recovery play - they'll do ok of a recession as people shop down, and well in a recovery, focused on a comprehensive fashion/home/lifestyle in-person retail offering.
Valuation is reasonable, in normal times the div yield was 2% with 3x cover (the UK average is about a 2/3 payout ratio or 1.5x cover, implying if ABF were paying out the same the yield would be an average 4% for a quality co) and majority owned  by a family and foundation which to me indicates good governance and management (though I haven't researched it well enough to buy it, it is a co I would buy if index funds weren't available).

Yeah it’s definitely a hyped area. There’s a lot of governance stuff coming in over the next few months regarding novel foods and only those that have necessary licenses will be able to continue as a going concern.

My speculative punt is Kistos which was launched yesterday headed up by Andrew Austin of RRE fame!

How would you get hold of these? Don't seem to be on iWeb or Fidelity.
Thanks

KIST? The IPO was only yesterday, it only appeared with II this afternoon 

adindas

Xpeng Inc (XPEV), BYD Co. Ltd. (BYDDY or BYDDF), Palantir (PLTR), SBE Just do search the scale of institutional buyers of these stocks and make up your own decision to be put on the watch list.

Xpeng Inc (XPEV) and Palantir (PLTR) have been mentioned before in this thread. Others Switchback Energy (SBE), CIIG Merger Corp (CIIC) have also been mentioned bofore on this thread. Please do your own diligence because if we take the gain we also need need to take the pain (loss) for our own decision.

adindas

Another Unicorn SPAC, Apex Technology Acquisition Corp (NASDAQ - APXT) is going to merge with Microsoft cloud SaaS / partner AvePoint .

Premarket today already jump 39.58% very volatile. Everybody love a stock to jump in that scale but not many people would like or prepare a nerve to drop in that scale as well.

https://uk.finance.yahoo.com/quote/APXT?p=APXT

Good to be put it on the radar ?? A quote from Warren Buffett "Risk comes from not knowing what you’re doing”

https://www.marketwatch.com/story/microsoft-cloud-partner-avepoint-going-public-via-merger-with-blank-check-company-apex-technology-2020-11-23?mod=mw_latestnews

https://www.morningstar.com/news/marketwatch/20201123246/microsoft-cloud-partner-avepoint-going-public-via-merger-with-blank-check-company-apex-technology

https://www.msn.com/en-us/money/other/microsoft-cloud-partner-avepoint-going-public-via-merger-with-blank-check-company-apex-technology/ar-BB1bhCTC

AvePoint CEO Tianyi T.J Interview and talking about the company with Bloomberg

https://www.youtube.com/watch?v=xD33VLw9ZOI

Ciprico

richtips86 said:

Another_Saver said:

richtips86 said:

Is anybody here looking at Zoetic International (ZOE) a UK listed but predominantly USA based CBD firm?! They just announced their first potentially company making RNS signing an agreement with AATAC.

ABF are getting into that too (could see that as the speculative element) while being a consumer staple co (food, agri, sugar  and brands) and owning Primark,whichyou could see as a value recovery play - they'll do ok of a recession as people shop down, and well in a recovery, focused on a comprehensive fashion/home/lifestyle in-person retail offering.
Valuation is reasonable, in normal times the div yield was 2% with 3x cover (the UK average is about a 2/3 payout ratio or 1.5x cover, implying if ABF were paying out the same the yield would be an average 4% for a quality co) and majority owned  by a family and foundation which to me indicates good governance and management (though I haven't researched it well enough to buy it, it is a co I would buy if index funds weren't available).

Yeah it’s definitely a hyped area. There’s a lot of governance stuff coming in over the next few months regarding novel foods and only those that have necessary licenses will be able to continue as a going concern.

My speculative punt is Kistos which was launched yesterday headed up by Andrew Austin of RRE fame!

Did you invest in Kistos, what was the motivation, not much info around to base a decision on, but they are up 7% today....

richtips86

123mat123 said:

richtips86 said:

Another_Saver said:

richtips86 said:

Is anybody here looking at Zoetic International (ZOE) a UK listed but predominantly USA based CBD firm?! They just announced their first potentially company making RNS signing an agreement with AATAC.

ABF are getting into that too (could see that as the speculative element) while being a consumer staple co (food, agri, sugar  and brands) and owning Primark,whichyou could see as a value recovery play - they'll do ok of a recession as people shop down, and well in a recovery, focused on a comprehensive fashion/home/lifestyle in-person retail offering.
Valuation is reasonable, in normal times the div yield was 2% with 3x cover (the UK average is about a 2/3 payout ratio or 1.5x cover, implying if ABF were paying out the same the yield would be an average 4% for a quality co) and majority owned  by a family and foundation which to me indicates good governance and management (though I haven't researched it well enough to buy it, it is a co I would buy if index funds weren't available).

Yeah it’s definitely a hyped area. There’s a lot of governance stuff coming in over the next few months regarding novel foods and only those that have necessary licenses will be able to continue as a going concern.

My speculative punt is Kistos which was launched yesterday headed up by Andrew Austin of RRE fame!

Did you invest in Kistos, what was the motivation, not much info around to base a decision on, but they are up 7% today....

I have yeah, bought in yesterday at 112. Couldn’t on Wednesday because II didn’t have the stock available. Mainly due to my experiences with RRE and it’s the same guy running the show but starting with a higher cash float and that he’s invested £10m as well. Us lowly retail pi were treated pretty well first time around. 

You can’t base future returns on history so this really is a punt, but I’m happy with it. 

adindas

Another SPAC NBAC (Newborn Acquisition Corp (NBAC) Premarket jump (one day) +86.20% Crazy

Who has the nerve the jump in the wagon !!!!!!!!!

bowlhead99

bowlhead99 said:

AnotherJoe said:

123mat123 said:

Speculative punt... SMT  

Unlikely to pop enough for my purposes though. Looking to see how many times i can double in a year. 

I suppose it depends how speculative is speculative, and how much of a pop do you need.  Something to double in five years with chance of failure, could look at bombed-out leisure-related stocks here or in the US, e.g. Under Armour sportswear at under $10 or Wynn casinos under $70.  That sort of return potential is better than usual long-term growth expectations.

But if you need it to double in six months so you can go onto the next one for a whole chain of doubling up - or something that could ten-bag in a decade, then the returns on offer from those are not going to get you excited as they may be too pedestrian.

I only mention those two to make a change from 'tech' - as something doesn't have to be 'the next big thing' to go decently up in value if market conditions are making it look precarious at the moment.

As a followup to one of the suggestions above, I see AJ Bell has a 'black friday sale' (half price dealing) today and I've done a transaction to take some profit in my SIPP, selling some of my Under Armour C shares. 

In pounds terms they were bought for £6.95 each in late June and sold for £11.11 today, so 59.9% profit over the five months give or take a couple of days, though the underlying dollar return was c. $15/$9 for 67%. They are not the best-run sportswear business and have fallen somewhat heavily from grace in recent years, so it was mostly a play on the sector-  there may be more price improvement as live sport threatens to start coming back around the world over the next 6-12 months. Meanwhile, I have a bit more cash again to ponder what might benefit more from a 'santa rally'!

csgohan4

Markets a little bit up and down, IAG down a bit and RR stable, CINE a little bit up by 5%

I suspect a vaccine will be announced early next week and will see another big rise in hospitality sector potentially. 

I think next week will be the last chance to dive into these stocks before they go up

Bobziz

If charts are your thing, I see the S&P are heading towards being 30% above the 200 MA. From a very quick check, it looks like its only been this high around 3 or 4 times in the last 20 years, and on each occasion it hasn't ended well. Just saying...