Suggestions for a speculative punt?

adindas

NNDM (Nano Dimension)

I have mentioned this stock many times in this thread, the first time around early November 2020  when they were still a penny stock around $3Since then, they keep rising and there have been at least twice stock offering recently.

There is a rumour they might do another stock offering very soon. Normally when there is a stock offering there will be a pull back for obvious reason, it might be a good entry point for some people. But please do your own DD.

When there is a stock offering for a good cause, it is normally a sign that they are rising capital to grow the business. So it is higly likely it will bounce back.

Cus

adindas said:

Cathie Wood’s ARK Invest plans ‘ARKX’ space exploration ETF to tap the growing industry

https://www.cnbc.com/2021/01/13/cathie-woods-ark-invest-plans-space-exploration-etf-arkx.html

I might be wrong, but I believe these space related stocks will see an instant boost due to highly possible inclusion to this index. If my memory serves well, some of these stocks (if not all) have been discussed in this thread.

SPCE, SRAC, NPA, VGAC.

Fortunately, I already own all of these stocks  . I might consider adding my position using DCA when they are making a dip later. Please do your own DDs before taking action. Also keep in mind this is just a speculative, ARK Invest have not mentioned which stocks to be included in ARKX ETF.

I personally hardly ever buy the stock when they are around long time high, however good the stocks are. So I will wait until it cools down and moving sideways, before considering to add my position. I will also combine it with DCA (Dollar Cost Averaging) in case of missing the bottom.

IMHO the best way to beat the market significantly is by spearheading particular growth stocks (not dinosaurs’ stocks) before they become hot and come into attention of hedge funds and institutional investors.  The exception for dinosaurs’ stock is only when they are making a significant dip for non-fundamental reason such as sentimental disruption from activists, unproportional market punishment for missing the target. These stocks could later be sold when they are bounding back at long time high to bag profit.

Note: Another addition and discussion in Benzinga $MAXR $UFO.

https://www.youtube.com/watch?v=Kpy6FUV8nPk

I have held Maxar since 2017. It was at $60, then crashed to less than $10 over a period of time when it became apparent that the management was lying about their accounting.
Since then it has slowly recovered back to $40. I still hold as I saw no other option.
Clearly this new ARK etf doesn't care too much about the people who manage these companies otherwise they would not touch them.
I will be selling the holding as soon as all the fools have stopped jumping on it today because one hedge fund says so...

adindas

Cus said:

adindas said:

Cathie Wood’s ARK Invest plans ‘ARKX’ space exploration ETF to tap the growing industry

https://www.cnbc.com/2021/01/13/cathie-woods-ark-invest-plans-space-exploration-etf-arkx.html

I might be wrong, but I believe these space related stocks will see an instant boost due to highly possible inclusion to this index. If my memory serves well, some of these stocks (if not all) have been discussed in this thread.

SPCE, SRAC, NPA, VGAC.

Fortunately, I already own all of these stocks  . I might consider adding my position using DCA when they are making a dip later. Please do your own DDs before taking action. Also keep in mind this is just a speculative, ARK Invest have not mentioned which stocks to be included in ARKX ETF.

I personally hardly ever buy the stock when they are around long time high, however good the stocks are. So I will wait until it cools down and moving sideways, before considering to add my position. I will also combine it with DCA (Dollar Cost Averaging) in case of missing the bottom.

IMHO the best way to beat the market significantly is by spearheading particular growth stocks (not dinosaurs’ stocks) before they become hot and come into attention of hedge funds and institutional investors.  The exception for dinosaurs’ stock is only when they are making a significant dip for non-fundamental reason such as sentimental disruption from activists, unproportional market punishment for missing the target. These stocks could later be sold when they are bounding back at long time high to bag profit.

Note: Another addition and discussion in Benzinga $MAXR $UFO.

https://www.youtube.com/watch?v=Kpy6FUV8nPk

I have held Maxar since 2017. It was at $60, then crashed to less than $10 over a period of time when it became apparent that the management was lying about their accounting.
Since then it has slowly recovered back to $40. I still hold as I saw no other option.
Clearly this new ARK etf doesn't care too much about the people who manage these companies otherwise they would not touch them.
I will be selling the holding as soon as all the fools have stopped jumping on it today because one hedge fund says so...

I have not done my own DDs on MAXR, UFO as I am not currenlty holding it. Thank  you for sharing this info. If you know they are doing an accounting fraud then people will defenitely need to avoid it at any cost. Keep in mind ARK Invest has not mentioned the list of the stocks that will be included in ARKX.

bowlhead99

bowlhead99 said:

Old_Lifer said:

May I point you towards DKL in which I have been building a position for the last couple of years.  Shareholders  have been looking forward  to the production update which has been published today and it is brilliant.

CPO and CPKO prices have been making a bit of a much-needed comeback for producers this year with supply down in the industry. I'm in REA holdings which is producing in Indonesia - mostly via their preference shares RE.B which had fallen below par as they have stopped the dividends, and fell down to about 60p in the pound for part of this year, and I loaded up on the basis that prefs would be lower risk than the ordinaries if they pulled through the covid setbacks. The prefs are cumulative with a couple of years dividend unpaid now and the price has since gone back over 80p as there seems to be renewed confidence especially with the CPO price recovery.

I had a look at DKL first thing but they're illiquid and no online price quote available - and with the relatively small amount I might have invested, it wasn't worth paying for an expensive telephone trade.

@Old_Lifer just revisiting this comment, I had another look a couple of hours later and the price had settled back a little with online ordering available again (though still quite a wide spread) so I put a small amount in, for a little under 4p. The mid price is now 5.75p (still a 10% spread) but has given a nice 40-50% rise in only about a month.   If your position-building had been close to the 2p lows available within the last couple of years, congrats!    Being based in Ivory Coast they are probably better geared to the commodity pricing than REA are, as for the latter, the effect of the Indonesian export duty and CPO levies holds back the net CPO price from advancing much even if the export market price goes from (e.g.) $800-$1000.

Old_Lifer

My comment  a month ago was posted early in the day on which the RNS was issued.  If I remember correctly,  I think the share price at that time was around 3.50p .    I believe a few buys have gone through today at over 5.80p

Palm oil often gets a bad press.   Did not  the boss of a large supermarket when banning products containing palm oil from the shelves, say  he had nothing against  the product but it was the way it is produced he objected to ?    Large areas of  south-east Asia have been cleared and planted with palm oil.    DKL  is an ethical producer of  palm oil in West Africa and works with local farmers and smallholders and provides processing facilities.    And of course, West Africa does not suffer from  Monsoons !

I started buying shares in DKL  about 2 years ago at around  3.40p.  and made a couple of tops-ups on dips in the share price but with  the sharp fall  in the price of palm oil, the share price fell below 2p  and  I made a series of top-ups  around that level  and others below 2.40p . 

The price of palm oil has now recovered  and  went-up sharply late last year and is now around a 10- year high.  As prices are expected to  stay high for some time  and DKL's high season starts in a couple of weeks or so, I would expect the company to do rather well this year.    However,  DKL is not just  about palm oil.  It is expanding in the nut business and expects to begin processing cashews later this year which should further add to profits.

May I refer you to DKL's  RNS  of 12th January 2021,  which tells us that one of the directors has asked to be paid  not in money  but in DKL shares  !!

bowlhead99

Old_Lifer said:

May I refer you to DKL's  RNS  of 12th January 2021,  which tells us that one of the directors has asked to be paid  not in money  but in DKL shares  !!

It's good marketing for the company, which allows the company to say "requests from a director to receive shares in Dekel rather than cash in settlement of remuneration in our view represents an endorsement of the Company and its prospects". But the practical reality is that he's a non-exec director who is a wealthy man that already has a significant ownership of the company (a million quid worth of shares) and was only receiving £30-40k worth of non-exec director fees, so said the company could pay him in shares and save the cashflow; the amount involved is only a small fraction of his overall ownership.   

A similar amount was also paid to 'certain advisors of the company'. They probably agreed that they would take shares based on a certain calculation of value (e.g. volume weighted share price over last x days) which, given recent sharp rise, would give them enough shares to more than cover the amount that was actually owed to them, which they could immediately sell in the market if they wanted. Meanwhile it costs the company zero cash, and immaterial dilution for other investors, to pay off the advisors in this way. So the board and the advisors would see it as a win-win, especially when the company gets to put out an RNS saying it's an endorsement of the company's prospects, when actually it's a risk free way for the advisor to get more value than their actual invoice. In my view you have to view any cash-flow-saving practices by overseas-based AIM companies with a healthy dose of scepticism.  

The more useful RNS this week in my view was the one the following day, which reminded investors of the companies efforts towards their sustainability certification which is a key thing to have in an ESG-aware world - the 'ethical producer' status to which you allude in the post above.  All they were really saying in the RNS was that they have lined up someone credible to do a pre-audit before the actual audit later this year, which was always going to happen anyway, so it's not really groundbreaking pricemoving news - but I do prefer companies that keep investors updated with progress on stuff, so am not complaining!

Moe_The_Bartender

I was in Malaysia a couple of years ago and was staggered by the number of palm oil plantations. The Malaysian government has responded by passing laws that 50% of the land area of the country must remain virgin jungle. The plantations are 'facts on the ground'. They are there and there is no point in the green lobby complaining about them. One fact that they do ignore is that palm oil production is incredibly efficient and that production of any other crop would require about nine times as much land and be much more environmentally unfriendly. Palm trees also require a lot of water so the fact that Malaysia has two monsoon seasons is not a negative.

Old_Lifer

The world is moving increasingly towards ethical nowadays.    Both my 'Africans' are ethical companies.

Old_Lifer

Gaining accreditation as an ethical company is a long drawn-out process taking a year or two and not just a few months.   DKL  provide frequent updates on production and the state of the company.    If I understand correctly, the management are willing to engage with  shareholders and respond to queries .       Sadly, with many AIM  companies shareholders are kept in the dark most of the time and for long periods hear little from the company.

Ciprico

So Old Lifer can you share any punts with with us that have not recently exponentially risen, that would be far more interesting than highlighting companies that have already shot up in value.  We can all do that...!