Suggestions for a speculative punt?

adindas

Watchout "Paysafe" is going public via SPAC. I fully believe reasonable number of people know who the "Paysafe" is. Could it turn out to be another Square (SQ) ? Let see.

It could actualy go public by its own but probably they do that via SPAC because much faster.

Want to share your opinion please ? Want to take the thrill to ride the hype ?

We take the gain we also need to take the pain for our own decision.

csgohan4

adindas said:

Watchout "Paysafe" is going public via SPAC. I fully believe reasonable number of people know who "Paysafe" it. It could be another Square (SQ). It could actualy go public by its known but probably much faster via SPAC.

Want to share your opinion please ? Want to take the thrill to ride the hype ?

We take the gain we also need to take the pain.

I got enough of that via CINE, too much pain for me. The ABNB IPO looks interesting

RR might be the safer bet for me parking my cash for safer larger return, their selling alot of assets to balance the books, so less likely to bankrupt. Although their Share price is down today, maybe overpriced at present

Shocking_Blue

Just wondered if members had any thoughts on NEX. Don't seem to have seen them mentioned in the context of this thread. Longer term, not sure what the EV revolution will have on such companies/areas.
Thanks.

Ted_01

Moe_The_Bartender said:

OK. Let’s rephrase. Their chips are designed for use in machine intelligence. As you say, their chips perform better than their competitors. That’s the whole point.

My point is that advances in AI are not limited by lack of computer processing power. Its not the case that a call centre operator could be replaced by a computer if only computers were several times quicker, or that self driving cars could replace human drivers if only the computer in the boot was a bit more powerful. Developing real AI is a problem that scientists havent yet accomplished, and in my humble opinion they never will. I might be wrong but I do have some knowledge in this area as I have worked on machine vision software for the last 20 years almost. 

Username999

Shocking_Blue said:

Just wondered if members had any thoughts on NEX. Don't seem to have seen them mentioned in the context of this thread. Longer term, not sure what the EV revolution will have on such companies/areas.
Thanks.

NEX ?
National Express or Nextier Oilfield Solutions or some other company?

Shocking_Blue

Username999 said:

Shocking_Blue said:

Just wondered if members had any thoughts on NEX. Don't seem to have seen them mentioned in the context of this thread. Longer term, not sure what the EV revolution will have on such companies/areas.
Thanks.

NEX ?
National Express or Nextier Oilfield Solutions or some other company?

Apologies. National Express.

Username999

Shocking_Blue said:

Username999 said:

Shocking_Blue said:

Just wondered if members had any thoughts on NEX. Don't seem to have seen them mentioned in the context of this thread. Longer term, not sure what the EV revolution will have on such companies/areas.
Thanks.

NEX ?
National Express or Nextier Oilfield Solutions or some other company?

Apologies. National Express.

They have to transition from ICE to EV like all the other bus companies.
They are buying their EV buses from BYD (big Chinese company).
They need to rise by another 50% at least to get back to pre Covid levels. 

adindas

csgohan4 said:

ElephantBoy57 said:

csgohan4 said:

sold all my holdings in CINE now at a small profit, 17%. Too volatile and beyond my Risk appetite now.  My crystal ball says it will tank below 50p soon. Maybe I'll pick up when it is 27 p again

I have done this with various shares over the years. They are low, then I buy in and sell after a good profit. I have done that with Morrisons, Sainsburys, Carphonewarehouse etc

Shame I had some hopes on CINE, before the WB announcement there were doing well. But this yo yo of the share price is driving me nuts, I feel like a day trader with the share price ticker on my other screen, glancing and refreshing every few mins.

Lucky I got out before it dipped further, probably should have banked my profits when there were at 73 p and 30% up. We live and learn. The best trader is the one with hindsight

I am currenlty still on 41.11% profit and therefore I am still holding CINE. I have no intention to sell it before it turns out to be 100%+ or the price fall below my stop loss which has been set up close to breakeven price or a clear evidence they are about to cllapse.

The Pre COVID19 price is about 140p so there are still much room to grow. But eveyone has their own opinion, no right or wrong answer as we do not have crystal ball. Everything could happen, let's wait and see.

My Thesis is still the same. "If they could survive in the most severe condition they should be able to survive until the economy is back to normal". Back to normal is just a matter of a few months from now. Also they have done a lot of cost cutting.

Another reason is that, I investigated this stock before putting my first money in it about a month ago and the conviction is a good risk/reward ratio. They are the world's second-largest cinema chain where their presence is eveywhere in the EU, US, Israel not just in the UK.

Also, anaylysts price target is still much above the current price. We invest/trade with confidence. We take our own gain but we also need to take pain. But to me the worst could happen is that I am breakeven and my principal is still protected.

csgohan4

adindas said:

csgohan4 said:

ElephantBoy57 said:

csgohan4 said:

sold all my holdings in CINE now at a small profit, 17%. Too volatile and beyond my Risk appetite now.  My crystal ball says it will tank below 50p soon. Maybe I'll pick up when it is 27 p again

I have done this with various shares over the years. They are low, then I buy in and sell after a good profit. I have done that with Morrisons, Sainsburys, Carphonewarehouse etc

Shame I had some hopes on CINE, before the WB announcement there were doing well. But this yo yo of the share price is driving me nuts, I feel like a day trader with the share price ticker on my other screen, glancing and refreshing every few mins.

Lucky I got out before it dipped further, probably should have banked my profits when there were at 73 p and 30% up. We live and learn. The best trader is the one with hindsight

I am currenlty still on 41.11% profit and therefore I am still holding CINE. I have no intention to sell it before it turns out to be 100%+ or the price fall below my stop loss which has been set up close to breakeven price. But eveyone has their own opinion, no right or wrong answer as we do not have crystal ball. Everything could happen, let's wait and see.

My Thesis is still the same. "If they could survive in the most severe condition they should be able to survive until the economy is back to normal". Back to normal is just a matter of a few months from now. Also they have done a lot of cost cutting.

Another reason is that, I investigated this stock before putting my first money in it about a month ago and the conviction is a good risk/reward ratio. They are the world's second-largest cinema chain where their presence is eveywhere in the EU, US, Israel not just in the UK.

Also, anaylysts price target is still much above the current price. We invest/trade with confidence. We take our own gain but we also need to take pain. But to me the worst could happen is that I am breakeven and my principal is still protected.

You bought it at a much lower price point which helps in managing risk. Generally if you have around 40-50% profit any drop you can probably weather, even the recent 15% drop. But everyone is different and has their own principle, we simply can't tell the future. For Some reason AMC is also up by 10% with no new news. 

To be fair I sold when I fear my position would make  a loss. I thought i would tank even further, but it didn't and rose slightly. Even now it is now rising, hindsight is wonderful. I'll watch this. 

bowlhead99

csgohan4 said:

adindas said:

I am currenlty still on 41.11% profit and therefore I am still holding CINE. I have no intention to sell it before it turns out to be 100%+ or the price fall below my stop loss which has been set up close to breakeven price.  price.
...
But to me the worst could happen is that I am breakeven and my principal is still protected.

You bought it at a much lower price point which helps in managing risk. Generally if you have around 40-50% profit any drop you can probably weather, even the recent 15% drop. But everyone is different and has their own principle, we simply can't tell the future. For Some reason AMC is also up by 10% with no new news. 

To be fair I sold when I fear my position would make  a loss. I thought i would tank even further, but it didn't and rose slightly. Even now it is now rising, hindsight is wonderful. I'll watch this. 

Getting in at a low price before it rises is something that helps get a better performance and means you probably risk a lower loss on the transaction overall because there is lower risk of the share price going under your start point than if someone else bought in with a new start point today. However, holding from today's price is still the exact same 'risk' as it is for someone who paid a different amount historically... because risk and potential volatility is surely something that's best measured by reference to today's price, ie. how much you have invested right now.

It's a gambler's mentality to think you are 'playing with free money' because you're already up, or that if you lose a third or half of the value that you currently have invested it isn't really a 'loss' because your greed to stay in is only going to lose you all your profits rather than the original capital.  Once the capital goes up in value on paper, that new level is the new equity capital you stand to lose if you continue to chase more upside. 

If you currently have £1000 invested and you have set a stop at £500 for some psychological reason like 'that's my original cost and I no longer want to lose that', you are still risking half the value that you have right now that you could invest in something else today.  And you still have the risk that the share price falls to £510 on a Friday (not triggering your stop) and then some major problem identified over the weekend means the company is suddenly dropped to £300 before your broker can close you out on Monday, or even goes to nil because the bondholders call in their loans and the equity ends up without value. So you may lose more than the '50% from here' that you were expecting, and even the '50% from here' is tens of percent, even if you don't plan to chalk it up as 'I lost money on that company' when giving yourself a rating for your good or bad decisions.