Suggestions for a speculative punt?

aesthetic

bowlhead99 said:

Good to see you didn't make any 'punctation' errors yourself when delivering the reprimand

Oh I'm a self confessed terrible speller. But I'm not the one out here calling people retard am I. I'm merely making it a personal mission to remind him of his ridiculous claims in every single one of his posts until he apologises. I'm petty like that.

csgohan4

CINE is now tanking due to news of WB, Make a decision to stick or twist, roller coaster ride continues

richtips86

Shocking_Blue said:

richtips86 said:

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. 

Just wondered if there were any updated opinions on Kist?

Nothing definitive. Some speculative guesses for what may be the first takeover bid and timeframes, but again, nothing official. Share price at 141p today

Sailtheworld

Thrugelmir said:

Another_Saver said:

Old_Lifer said:

Investing in individual shares is risky  but research lessens the risk.   The more research you do , the less the risk becomes but since the unexpected can always happen you can by no means eliminate the risk.    Research  beforehand  has often stopped me making costly mistakes.   Research should be ongoing.  It may indicate that a share is worth buying but may also indicate a time to sell a share.  

Doing more research lessens the risk? 

One can then make a more reasoned judgement. If the intention is to hold the share for the longer term rather than speculate on short term price movements. All shares have bull and bear points. Including sometimes the entry price point. Knowing what not to buy can be a usefull tool. 

You're simply researching information that the market has seen, digested and already priced for you. Unless you have an edge then the market is a better pricing mechanism than you. We also need to stop pretending it's easier to pick losers rather than winners - it's a fallacy because, obviously, every fund manager would simply buy the S&P500 minus two losers and be guaranteed to beat the index year in and year out. Everyone on average would beat the index - impossible.

If you do have an edge then, as a (sort of) passive investor, I'd like to thank you for pointing me towards the best places to place my capital.

What most people call research is nothing more than trying to find evidence to support a gut feel - feeding a bias.

Most people would be better served by researching things they can control i.e. how to use platforms / lowering costs / diversification / increasing savings rate etc.

Apodemus

Moe_The_Bartender said:

I've said before that I don’t really do speculative but EV charging company Chargepoint has been on my radar for a while. Switchback Energy (SBE) is the way in and I intend to make  a small investment.

Can't speak for either of these companies, but I suspect that you are correct that the technologies allied with EV are possibly a better bet at present than the EV makers themselves.

adindas

Apodemus said:

Moe_The_Bartender said:

I've said before that I don’t really do speculative but EV charging company Chargepoint has been on my radar for a while. Switchback Energy (SBE) is the way in and I intend to make  a small investment.

Can't speak for either of these companies, but I suspect that you are correct that the technologies allied with EV are possibly a better bet at present than the EV makers themselves.

In my personal opinion EV sector creates an ecosystem of business and opportunity. Not just Nio, Tesla, Xpeng, Li, BYD

It is from mining nobel raw metal such as Copper, Nickel, Lithium. It is predicted with the curent predicted demand of EV production the mining industry will not be able to cope with demand. If you see the stock in mining such as Freeport McMoran has jumped significantly.

EV Battery manudafcturer like Romeo Power,

Charging station like SBE, Blink

Fintech: Innovation in Financing. Some companies like Li allow people to buy the car and just rent the battery (20-30%) of the EV price.

Not to mention technology for driverless vehicles such as Lidar, and other sensoers, cameras,etc. Apart from mining, Tesla have it all.

Many those stocks above have been covered on this thread. Just look at how they perform now.

Apodemus

Absolutely agree, there is a whole tech ecosystem out there which is doing very well at the moment and with huge potential.  There are a lot of cross-linkages and synergies with renewables, nanotech, materials etc and as you say links into established sectors like mining, finance and software.  Its really quite an exciting time - but like all gold-rush scenarios, there will still plenty of opportunity for those selling "shovels". 

adindas

adindas said:

Does anyone here pay attention to Nano Dimension (NNDM) ? ARK Invest have been keep adding their position in this stocks.  It is a penny stock so it has  a lot of room to grow ?

I posted this information on 4 November at 2:24PM

Just observe how they perfom now. Mine has gone up 96% in just one month. Supposed I did not do cost avaraging while the stock is moving up I would have made 200%+ gain by now. This is not an EV company neither a SPAC stock but 3D printing, so It is not it is not as volatile as those stocks. Observe the price chart movement, no spike, it is a steady upward movement.

If an investing diva such as Cathie Wood has been buying a penny stock, it is worthy to invest time to dig further to make an informed decision. Good to observe what she is investing but not to follow her blindly as her investment objective might be different with ours.

If you are investing in a vulnarable stock such as penny stock like this without doing your own due diligence, researching the float (volume), Institutional ownerships, insider Trading activities, short seller interest, you might become a victim of pump and dumb. This is just one of many examples where researching could help people avoding a costly mistake.

Old_Lifer

I approach research with an open mind.  I am curious about a company .  I most often decide not to invest, based on what I read and actually end-up buying shares in only a few companies.  Over the last 50 years  I have often heard it said that the stock market only looks ahead as far as the next annual or half-yearly report.     Certainly,  if you expect an improvement in the next 2 or 3 years either  as a result of  changes at the company or  an improvement or expansion in the market in which the company operates and if you can see steady progress, you may see it as a reason to invest.    Not all small companies are well researched,  sometimes just a puff-piece from time to time from the  in-house broker.   If you have a good knowledge of a small company, you can  sometimes use this to your advantage .  If a piece of bad news breaks which causes shares in that sector to fall sharply, you may perhaps quickly realise that the news has little or no effect on your company and may use it as an opportunity to buy more shares cheaply.

At long last my 'tech' shares  have finally risen sharply in the last year but I am currently underwater with my other small company shares but will continue to top-up from time to time as usual, since none has given me reason for concern.

Michael121

adindas said:

adindas said:

Does anyone here pay attention to Nano Dimension (NNDM) ? ARK Invest have been keep adding their position in this stocks.  It is a penny stock so it has  a lot of room to grow ?

I posted this information on 4 November at 2:24PM

Just observe how they perfom now. Mine has gone up 96% in just one month. Supposed I did not do cost avaraging while the stock is moving up I would have made 200%+ gain by now. This is not an EV company neither a SPAC stock but 3D printing, so It is not it is not as volatile as those stocks. Observe the price chart movement, no spike, it is a steady upward movement.

If an investing diva such as Cathie Wood has been buying a penny stock, it is worthy to invest time to dig further to make an informed decision. Good to observe but not to follow her blindly.

If you areinvesting in a vulnarable stock such as penny stock like this without doing your own due diligence, researching the float (volume), Institutional ownerships, insider Trading activities, short seller interest, you might become a victim of pump and dumb. This is just one of many examples where researching could help people avoding a costly mistake.

To my memory you could have literally invested in anything since march and be sitting on a big profit this year. That's why i hear everyday how everyone is trading stocks and making bags of cash. Prior to this year i have never heard anyone talk about stocks at work.